Can The Mediterranean Become Europe’s Energy Powerhouse?
November 28th, 2023
Courtesy of The Economist, a look at the Mediterranean’s push to make the sunny south a “green” hydrogen hotbed Tourists on Mallorca might now marvel at a new attraction on the Mediterranean island: a miniature economy entirely energised by “green” hydrogen. At its heart, two solar plants power an electrolyser, which splits water into oxygen […]
Read more »Hamas’s Sprawling Financial Empire
November 21st, 2023
Via The Economist, an article on Hamas’s financial networks: Viewed from one of Istanbul’s glitziest restaurants, the Bosphorus looks sublime. The venue is a favoured haunt of mandarins, businessmen, minor celebrities—and Hamas’s financiers. A man on whom America has imposed sanctions for funding the Islamist group describes his various board seats. “It’s ridiculous,” he says, […]
Read more »The U.S. Can Counter China’s Control of Minerals for the Energy Transition
November 6th, 2023
Courtesy of The New York Times, commentary on U.S. efforts to counter China’s control of strategic minerals: China recently rattled the world’s electric vehicle supply chains by announcing new export controls on graphite, a key component of lithium-ion batteries. If China uses the export controls, which take effect on Dec. 1, to reduce exports of […]
Read more »US Launches Investment Network To Engage Private Sector in Africa Minerals Strategy
November 3rd, 2023
Courtesy of The Africa Report, an article on a public-private partnership that is the latest US initiative to try to reverse China’s dominance over the building blocks of the green energy revolution: The US government on Wednesday launched a new public-private partnership to try to enrol the corporate sector in its competition with China for […]
Read more »The Stunning Resilience of Emerging Markets
November 1st, 2023
Via Project Syndicate, a look at how – contrary to many analysts’ expectations – emerging markets have not spiraled into a debt crisis. This can be partly attributed to central banks’ decision to reject populist policy proposals in favor of a modern iteration of macroeconomic orthodoxy. As finance ministers and central bankers convened in Marrakesh […]
Read more »What Can Go Wrong Investing In Africa?
October 25th, 2023
Via Sydney Morning Herald, commentary on revoked permits, unstable regimes and insurgent attacks – what can go wrong investing in Africa? In recent months, the phrase “This is Africa” has become a viral meme shared among retail investors as an increasing number of ASX-listed mining companies fall victim to African sovereign risk. The meme, a […]
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.