World’s Wind Ambitions Require A Makeover For Ports
April 4th, 2024
Via Cipher News, an interesting report which – at initial glance – is focused on Europe and seemingly has little/nothing relevant to frontier markets. However, as the world moves to more renewable energy, I believe there will be a need – and opportunity – for ports in the Global South to position themselves as renewable […]
Read more »Elevating the Role of Critical Minerals for Development and Security
April 3rd, 2024
Via CSIS, a report on the growing importance of critical minerals for development and security: Over the next few decades, the role that copper and critical minerals play in achieving the energy transition, spurring economic development, and strengthening national security will continue to grow. The world is slowly shifting its energy mix to one that […]
Read more »The Trouble With “the Global South”
April 1st, 2024
Courtesy of Foreign Affairs, a look at the Global South and what the West gets wrong about the rest: Not so long ago, policymakers in Washington and other Western capitals gave little apparent thought to the possibility that the rest of the world might hold opinions distinct from their own. There were some exceptions: governments […]
Read more »Hotel Boom In Africa
March 31st, 2024
Via Semafor, a report on the hotel boom in Africa, which will see more than 524 new hotels and resorts developed on the continent over the next few years: The world’s largest hotel chains are behind the rising number of newly planned hotel and resort projects in Africa. At the end of 2023, international hospitality […]
Read more »Mapped: Internet Download Speeds by Region
March 30th, 2024
Courtesy of Visual Capitalist, a look at global internet speeds by region. Interesting to speculate how African economies may be transformed when internet capacity reaches that of the rest of the world: In today’s fast-paced world, internet speed isn’t just a convenience—it’s the driving force behind how we work, play, and connect. In this map, […]
Read more »Green Hydrogen: The 21st Century Version Of Oil?
March 26th, 2024
Via Forbes, a look at green hydrogen, a resource with global potential and national opportunities in markets such as Saudi Arabia, UAE, Chile, Australia, and Namibia: When green hydrogen gets its legs, it will become the ‘new oil’—the energy source that drives the global economy. As such, countries are now preparing and forming international coalitions […]
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.