Author Archive

What TotalEnergies Is Betting On Its Mozambique Megaproject

Via The Africa Report, a report why TotalEnergies is now betting on its Mozambique megaproject: Halted since 2021 following a jihadist attack, the Mozambique LNG project is set to resume by mid-2025, announced Patrick Pouyanné, CEO of the French energy giant. There is renewed optimism surrounding TotalEnergies’ massive project in Mozambique. Suspended in 2021 after […]

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Argentina Hopes To Attract Big Tech With Nuclear-Powered AI Data Centers

Via Rest of World, a report on Argentinean President Javier Milei’s plan which includes a new type of nuclear reactor and even a so-called Nuclear City in Patagonia, but critics question its feasibility. Artificial intelligence is driving a boom in energy-intensive data centers. Argentina is developing a nuclear reactor that could meet the surging demand […]

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Morocco’s High-Speed Railway — the Only One in Africa — Is Extending to Three Cities

Via Nice News, an article on Morocco’s high-speed railway: Bullet trains have been all the rage in recent years. California has a project in the works, Europe is developing another line connecting Germany and France, and now, Morocco is extending its own high-speed railway — the only one in Africa.  The coastal country has made some major infrastructure upgrades in […]

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How China Is Gaining Ground In the Middle East Cloud Computing Race

Via Rest of World, a report on how Huawei and Alibaba are outpacing established U.S. providers by aligning with government priorities and addressing data sovereignty concerns: Chinese providers have aggressively embedded AI into their offerings at a time when Gulf nations are pursuing leadership in the new tech. Saudi Arabia mandates government offices to use […]

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Vietnam Is Running Out of Sand to Fuel an Economic Boom

Via Bloomberg, a look at how a new crop of factories in Vietnam requires roads, and that means sand. To keep up, the country is importing from Cambodia on a massive scale: When President Donald Trump launched his first trade war with Beijing in 2018, driving up the cost of goods from China, companies raced to relocate […]

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Mali, Burkina Faso and Niger To Have Access To The Atlantic Ocean

Via Africa News, a report on the landlocked countries of Mali, Burkina Faso and Niger which have endorsed an initiative by Morocco to give them access to the Atlantic Ocean: The foreign ministers of the three military-ruled West African nations shared their countries positions during a meeting Monday with King Mohammed VI in Rabat, the […]

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ABOUT
WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.