Indonesia’s EV Bet: Economic Nationalists Making A Reckless Bet
January 11th, 2025
Via The Economist, commentary on Indonesia’s EV bet: Nothing emboldens politicians like defying the world’s advice and being proved right. Such is the case in Indonesia. In 2014 the country moved to ban exports of unprocessed ores. The idea was to force companies that crave its abundant minerals to refine them inside the country, capturing valuable investment […]
Read more »Indonesia Nearly Has A Monopoly On Nickel. What Next?
January 10th, 2025
Via The Economist, an article on Indonesia’s nickel sector and desire to creat e an electric car supply chain: In 1996 Tommy Suharto, the youngest son of Indonesia’s dictator, set out to build the Timor, a national car. The plan was to import models manufactured by Kia Motors, a South Korean carmaker, and rebrand them. […]
Read more »Fighting for a Share of a $1 Trillion Market in Borneo’s Jungle
January 8th, 2025
Via Bloomberg, a look at how a range of actors from global leaders to Wall Street are betting the struggle toward net-zero targets will reignite the troubled trade in carbon offsets: From a five-storey high wooden watchtower, workers at one of the world’s largest carbon offsets projects can see in all directions: across grasslands studded […]
Read more »Apple To Offer Indonesia $1B in Investment
December 3rd, 2024
Via Nikkei Asia, a report that Apple plans to offer Indonesia $1bn in investment to end the country’s iPhone 16 sales ban: Indonesian Minister of Investment Rosan Roeslani has said tech giant Apple has expressed an intention to invest $1 billion in the country, 10 times the amount it offered last month, in a bid […]
Read more »Why Joining BRICS+ Is Not In Indonesia’s Interests
November 26th, 2024
Via The Interpreter, commentary on why joining BRICS+ is not in Indonesia’s interests: Indonesia’s decision to join BRICS+ solely based on perceived economic opportunities is highly imprudent. Although the initiative offers economic advantages, Indonesia already participates in robust platforms such as the G20 and the Regional Comprehensive Economic Partnership (RCEP). It has formidable economic ties […]
Read more »New Caledonia: Home To Thousands of Rare Species…And Urgently Needed Nickel
November 23rd, 2024
Courtesy of the New Yorker, a look at New Caledonia, home to thousands of species found nowhere else—and to nickel that companies like Tesla desperately need: In September, 2020, Elon Musk and a Tesla executive named Drew Baglino put on matching T-shirts and took the stage in a California parking lot. To mark what the company […]
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.