Archive for the ‘Indonesia’ Category

China, Indonesia Sign $10 Billion in Deals as Prabowo Visits Beijing

Via The Diplomat, a report on new Chinese investment in Indonesia, including a controversial agreement on economic activities in areas around the Natuna Islands in the South China Sea: Indonesian President Prabowo Subianto yesterday wound up a visit to China, his first since taking office last month, signaling an intention to maintain good relations with Beijing in […]

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Global Cobalt Reserves 2023

Via Mining Visuals, a look at at where the world’s cobalt reserves are located: Cobalt is a critical mineral, essential for the production of lithium-ion batteries used in electric vehicles (EVs), smartphones, and other renewable energy applications. As the world transitions to greener technologies, the demand for cobalt is projected to rise sharply. At the […]

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Making Nickel Is A Nightmare. Unless You Are Indonesian

Via The Economist, an article on how – gluts and shortages notwithstanding, Indonesia wants to double down on resource nationalism: Askim of this year’s nickel-market commentary reveals a “Darwinian” “existential moment” of “carnage”. Benchmark prices tumbled by as much as 72% from all-time highs in 2022. From Australia to Brazil, nickel mines and furnaces are being […]

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Copper: Now and in the Future

Via Geopolitical Futures, an interesting look at the geopolitical challenges in copper mining are significant, particularly in Latin America and Africa: Copper is crucial to the global economy, and its importance is only going up. Historically, copper has been vital in construction, electrical networks and transportation. But now it is also in high demand as […]

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The Future Is Nickel In Indonesia

Via The Asia Times, an interview with Indonesia’s nickel policy point man outlines the nation’s EV vision, tackles China issues and debunks critics: Indonesia’s nickel industry is booming. The global adoption of electric vehicles (EV) is driving demand for the metal, which is a key element in many EV batteries. In 2023, Indonesia produced a […]

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Uncovering Indonesia’s Marine Energy Potential and Its Challenges

Via Modern Diplomacy, a look at how Indonesia may be able to capitalize on renewable energy harnessed from oceanic sources, such as tidal streams, waves, and ocean thermal energy conversion (OTEC): Indonesia, the world’s largest archipelagic state, with over 17,000 islands and approximately 81,000 kilometers of coastline, has immense potential for marine energy. Marine energy […]

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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.