Fierce Battle For Resources Vital To Green Transition
April 27th, 2024
Courtesy of The Financial Times, a report on the fierce battle for resources vital to green transition: The battle for natural resources crucial to the green energy transition is in the spotlight again with the biggest offer for a mining company in years and a new warning over China’s dominance of a critical mineral. BHP’s […]
Read more »Papua New Guinea’s Planned Gold Monopoly Will Weigh Economy Down
April 27th, 2024
Via Nikkei Asia, an article on Papua New Guinea’s plan to now send their gold overseas for processing: Gold has long been one of Papua New Guinea’s top exports but its vital contribution to the country’s economy is now at risk. Prime Minister James Marape is pushing for parliamentary votes next month on two bills that […]
Read more »India: New Global Green Hydrogen Powerhouse?
April 26th, 2024
Courtesy of Illuminem, a report on India’s green hydrogen ambitions: India’s growing population and fast-paced economy are skyrocketing demands for energy, enabling infrastructure, and new manufacturing capacity. Today, India is the world’s third-largest carbon dioxide emitter after China and the United States. Continued reliance on fossil fuels would exacerbate existing socioeconomic imbalances, as worsening pollution […]
Read more »Dubai Firm Pledged $13 Billion for 20 Years of South Sudan Oil
April 26th, 2024
Via Bloomberg, an article on a significant loan from an obscure UAE company which may tie up most of South Sudan’s oil revenues for many years: A little-known company run by a distant relative of the Abu Dhabi royal family agreed to lend 12 billion euros ($12.9 billion) to South Sudan in exchange for repayment […]
Read more »Namibia’s Oil Riches May Require Large Developments Mirroring Guyana’s,
April 26th, 2024
Courtesy of Bloomberg, a report on Namibia’s growing hydrocarbons potential: Companies have discovered ‘a big chunk of oil’ off Namibia TotalEnergies expects to begin first Namibia project next year Namibia’s oil potential could one day match Guyana, where big discoveries have sparked an economic transformation and set the world’s biggest companies jostling for position. There’s a […]
Read more »UAE: Using Its Wealth Fund For Investment…and Diplomacy
April 26th, 2024
Courtesy of The Economist, a report on the UAE’s use of its wealth fund to place global investments and gain diplomatic influence: Sovereign wealth funds seldom worry about foreign policy. Those that invest abroad typically do so in order to ensure stable returns or diversify holdings, meaning they tend to hold Treasuries and Western stocks. Many […]
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.