Archive for the ‘Uncategorized’ Category

Green Energy in Africa Presents Significant Investment Opportunities

Courtesy of McKinsey, a report on how green energy in Africa presents significant investment opportunities: Africa has the fastest-growing population in the world, and it is set to double by 2050 to reach more than two billion people.1 Meeting their needs with cost-efficient, sustainable energy sources will be vital to the continent’s socioeconomic development as well as […]

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Mapped: Investment Risk, by Country

Courtesy of Visual Capitalist, a visual look at countries’ investment risk: What is the risk of investing in another country? Given the rapid growth of emerging economies, and the opportunities this may present to investors, it raises the question: does investment exposure abroad come with risk, and how can that risk be analyzed? To help […]

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Why False Energy Hopes Are Bad for Africa

Courtesy of Foreign Policy, commentary on how rich-world advocates are pushing outlandish green scenarios that will keep Africans poor. At the 2023 Africa Climate Summit, a coalition of 500 activist groups called for an immediate global fossil fuel phaseout and demanded a “new 100% renewable energy system” capable of meeting “all African energy needs with […]

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How to Break China’s Hold on Batteries and Critical Minerals

Courtesy of Foreign Policy, a commentary on how the  security of clean energy is easier to manage than the security of oil; The rapid growth of electric vehicle sales finally makes real the prospect of curbing the United States’ addiction to oil, as former President George W. Bush called it, limiting climate change, and reducing […]

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China’s Green Tech Giants Link Supply Chains To Southeast Asia

Courtesy of Nikkei Asia, a look at how – from Indonesia to Vietnam – ‘clean energy’ ties ASEAN more closely to Beijing despite South China Sea tensions Just a stone’s throw from a seaside resort popular with tourists, a new industrial complex is expanding on Indonesia’s Bintan island, which lies across a narrow strait from […]

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How Can African Countries Participate in U.S. Clean Energy Supply Chains?

Courtesy of the Carnegie Endowment for International Peace, a new report examining how the combination of key mineral endowments in African countries and U.S. objectives to reorient clean energy supply chains away from competitors like China can serve as the foundation for a new economic and strategic relationship; SUMMARY THE UNITED STATES IS BUILDING OUT […]

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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.