Author Archive

The Dirty Business of Green Energy in Congo 

Via New Lines Magazine, commentary on the dirty side of green energy in the Congo: On the eve of a small town’s mining boom, New Lines investigates the disconnect among companies, the government and the community that sits on the mineral-rich land It’s 9 on Monday night in Manono,  a small town in the Tanganyika […]

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How China Left the World Far Behind in the Battery Race

Courtesy of Bloomberg, an exclusive adapted excerpt from his new book , Akshat Rathi’s new book Climate Capitalism which explains the origin of China’s dominance in the battery market through the lens of CATL, now the world’s largest battery company: It was an admission of defeat. But you would never know it looking at the mild-mannered smiles […]

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Mexico Is China’s Trojan Horse In The War For EV Dominance Against The U.S.

Via Jalopnik, a report on how BYD, JAC and Chirey are keen on becoming major players in Mexico and that puts them in the backyard of the U.S. auto market. The U.S. and China are in a power struggle right now, , and its outcome is going to reorganize the roles both countries play in global automotive production. […]

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Bansko: Bulgaria’s Unlikely New Digital Nomad Hub

Via BBC, a look at Bulgaria’s Bansko which – set scenically at the base of the Pirin Mountains – has quietly emerged as one of the world’s newest remote working hubs in recent years: Arriving in Bansko for the first time, you might feel you’ve been transported back to a simpler age. Storks nest on […]

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China’s Promise of Prosperity Brought Laos Debt — and Distress

Via The Washington Post, an article on Laos’ economy, pushed into distress by BRI infrastructure loans: At speeds of almost 100 miles an hour, the Chinese-built train zips over the Mekong River and careers through dozens of newly bored tunnels as it travels north from the capital. At its last stop, near the Chinese border, […]

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Mongolia, France Strike $1.7B Uranium Mining Deal

Via Nikkei Asia, a report on a Mongolian mining deal: France and Mongolia have signed a 1.6 billion euro ($1.7 billion) deal that paves the way for the mining of uranium in the landlocked country, the chairman of French nuclear energy provider Orano told Nikkei Asia on Thursday. Under the framework agreement, Orano will operate […]

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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.