Archive for the ‘Indonesia’ Category

Need Nickel? How Electrifying Transport and Chinese Investment Are Playing Out in the Indonesian Archipelago

Via the Baker Institute for Public Policy, a report on the interplay between global EV ambitions and Chinese investment in the Indonesian archipelago: On March 8, 2022, the London Metals Exchange (LME) abruptly halted trading in nickel, which had reached a stunning $100,000 per tonne. As noted in many news sources, the LME events were […]

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Indonesia Bets Big on Electric Vehicles

Via Foreign Policy, an article on Jakarta’s big bet on the green transition: “It took 40 or 50 years to industrialize China,” said Rachmat Kaimuddin, Indonesia’s deputy coordinating minister for investment and maritime affairs. “We may have to be faster.” Indonesia’s government has set an ambitious target of becoming a developed nation by 2045—partially through […]

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Without Indonesia’s Nickel, EVs Have No Future in America

Courtesy of Foreign Policy, commentary on how the U.S. IRA and Senate opposition to a free trade deal with Jakarta are undermining the United States’ green transition: Without Indonesian nickel, the United States’ electric vehicle market will flounder. My nation sits on the world’s largest reserves of the metal that is central to EV batteries. […]

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Visualizing Global Gold Production in 2023

Via Visual Capitalist, an interesting graphic of global production and the large number of frontier markets on the list: Over 3,000 tonnes of gold were produced globally in 2023. In this graphic, we list the world’s leading countries in terms of gold production. These figures come from the latest USGS publication on gold statistics (published January 2024). […]

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Tensions Grow As China Ramps Up Global Mining For Green Tech

Via BBC, a report on growing global tensions as China ramps up its search for green minerals worldwide: Earlier this year, Ai Qing was woken up in the middle of the night by angry chants outside her dormitory in northern Argentina. She peered out of the window to see Argentine workers surrounding the compound and […]

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Indonesia: Ten Bold Moves That Could Transform Nation Into A Green Powerhouse

Courtesy of McKinsey, a report on how Indonesia could—with ten strategic initiatives—help ensure a secure, green, and sustainable future for itself and the world: The world stands at a pivotal point in the journey toward decarbonization—emissions need to reduce by half by 2030 and reduce steeply thereafter.1 This presents both immense challenges and significant opportunities. Challenges include […]

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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.