Africa’s Telco Kings Are Evolving
June 26th, 2024
Via TechSafari, commentary on how Africa’s telecom kings are reinventing themselves: The world’s top companies are tech giants: Microsoft, Apple, and NVIDIA. Microsoft makes software like Windows and Office. Apple creates iPhones, Macs, and other cool gadgets. While NVIDIA builds chips used by over 90% of AI companies – it’s the AI engine of the […]
Read more »For American Brands Worried About China, Is India the Future?
June 26th, 2024
Courtesy of The New York Times, a look at how some multinational retailers are diminishing their dependence on Chinese factories by shifting production to India: Melissa & Doug had a situation. For decades, the American toy brand had leaned heavily on factories in China to make its products — wooden puzzles, stuffed animals, play mats. Suddenly, […]
Read more »Djibouti Rails Against World Bank Port Rankings
June 26th, 2024
Via The Africa Report, an article on Djibouti’s displeasure with the World Bank’s latest port rankings: The World Bank has ranked the port of Djibouti at the bottom of its Container Port Performance Index (CPPI) 2023. The South African operator, Transnet, is also not best pleased with its ranking. The news has not been taken […]
Read more »Africa Enters Infrastructure Boom
June 26th, 2024
Via WhyAfrica, a report on Africa’s infrastructure boom: Africa enters infrastructure boom Inadequate infrastructure remains a challenge, but also creates investment opportunities. With African government committing billions of dollars to infrastructure development, the continent is touted to be entering a 20 to 30-year infrastructure development boom. Infrastructural development is pivotal to all aspects of social and economic […]
Read more »Oil Exploration Boom In Namibia
June 25th, 2024
Via Reuters, a report on Namibia’s oil boom: Namibia has become an oil exploration hotspot after several discoveries in recent years along its coast. It has not yet produced any oil or gas, but oil majors such as TotalEnergies (TTEF.PA), opens new tab and Shell (SHEL.L), opens new tab have made discoveries estimated at 2.6 billion barrels, with production in the […]
Read more »Morocco’s Green Hydrogen Opportunity
June 25th, 2024
Via Energy Transition substack, commentary on Morocco’s green hydrogen opportunity: Morocco is one of the world’s most promising locations for exporting green hydrogen. As the world’s major economies move toward a net zero future, green hydrogen can play an important role in various use cases, from fertilizer production (e.g., green ammonia) to heavy industry (e.g., […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.