Archive for the ‘Countries’ Category

Pakistan’s Energy Crossroads: Coal Dependency, the Climate Crisis, and a Quest for Sustainability

Courtesy of The Diplomat, commentary on how Pakistan thinks coal is the answer to its energy security woes – but the climate impact risks undermining national security in other ways; Pakistan, with a population exceeding 240 million, stands at a pivotal juncture in its history as it grapples with a multifaceted energy challenge that has […]

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Taliban Controls the World’s Best Performing Currency This Quarter

Via Bloomberg, a look at Afghanistan’s currency performance: Afghani erases losses it saw after the Taliban’s 2021 takeover Foreign exchange in country traded largely via money changers Billions of dollars from humanitarian aid and rising trade with Asian neighbors has propelled Afghanistan’s currency to the top of global rankings this quarter — an unusual spot for a […]

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DRC Plans New Copper-Cobalt Smelter to Serve Informal Miners

Courtesy of Bloomberg, a report on the Democratic Republic of Congo’s plans for a new copper-cobalt smelter to serve informal miners: Government sees refinery capturing artisanal cobalt output US firm Delphos International has agreed to find financing Democratic Republic of Congo said it’s backing plans for a new domestically owned copper-cobalt plant to help formalize […]

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Thailand’s “Asia’s Next Digital Hub” Ambition

Via Modern Diplomacy, an article on Thailand and Indonesia’s digital ambitions: Thailand is one of the countries in Southeast Asia with an ambitious digital transformation program. The program is summarized in one policy called “Thai 4.0”. The Thai 4.0 policy itself is a policy that promotes digital industrial-scale transformation while establishing an economic corridor in […]

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Africa’s Newest Oil Jackpot Comes With a Corruption Curse

Via Bloomberg, a report on how the ‘giant’ oil find off Namibia’s shores could be a game changer, but officials worry about corruption, social tensions and instability: It’s touted by some as possibly the world’s biggest-ever deep-water oil find. The discovery off the shores of Namibia last year by TotalEnergies SE and Shell Plc of […]

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Sudan and Ethiopia: Horn of a Dilemma

Via National Interest, commentary on how a rollercoaster of political instability in Ethiopia and Sudan threatens to fracture the Horn of Africa, which would carry profound implications for the international economic corridor along the Red Sea, impacting the Middle East and Europe: The Horn of Africa has long been synonymous with instability and insecurity, and […]

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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.