Archive for September, 2024

The Rise of VietJet, Explained

Via The Diplomat, an article on VietJet, the Vietnamese budget carrier which recently announced the acquisition of a $7.4 billion fleet of Airbus widebody aircraft: Low-cost Philippine airline Cebu Pacific recently announced it had signed a preliminary deal to acquire up to 152 new aircraft from Airbus at a cost of around $24 billion. It […]

Read more »



Gold-Rich Sudan Talks Mining With Russia as War Alliances Shift

Via Bloomberg, an article on Sudan: North African nation has been mired in conflict for 17 months US President Joe Biden has called for an end to the fighting Gold-rich Sudan discussed boosting cooperation in the mining sector with Russia, as Moscow strengthens ties with the North African nation’s military-led government amid a 17-month civil […]

Read more »



Indonesia’s Just Energy Transition: Must Not Just Be More of the Same

Via the Wilson Center, commentary on Indonesia’s energy transition plans: While standing on the banks of the Mahakam River in Samarinda on the island of Borneo, I watched an unending parade of coal barges sail slowly down the river. I was here in East Kalimantan to give a presentation at the Vulnerable Deltas Workshop—a joint […]

Read more »



India Invested $200m In Bahrain Last Year

Via Zawya, a report that India is the sixth largest investor in Bahrain: INDIAN investments in Bahrain have reached $200 million from the first quarter of last year until the same period this year, reflecting a 15 per cent increase, according to a top diplomat. India is the sixth largest investor in Bahrain, said Indian […]

Read more »



Zambia’s Plans For New Critical Minerals State Company Leave More Questions Than Answers

Via The Africa Report, a report on Zambia’s plans for a new critical minerals state company: Experts fear Zambia and Tanzania may scare off foreign investors by increasing state influence over critical minerals. Plans by Zambia to set up a new state-run company to control part of the country’s critical minerals production are raising concern among industry […]

Read more »



Saudi Arabia Is Betting Big On Egypt

Via Semafor, a report on Saudi Arabia’s growing partnership with Egypt: Saudi Arabia pledged to invest $5 billion in Egypt, a vote of confidence in Cairo’s efforts to address its fiscal and investment policies as well as a signal of shifting Gulf attitudes towards plowing cash into flailing regional economies. Saudi Crown Prince Mohammed bin […]

Read more »


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.