These Five Countries Are Key Economic ‘Connectors’ in a Fragmenting World
November 3rd, 2023
Courtesy of Bloomberg, a look at the Vietnam, Poland, Mexico, Morocco and Indonesia are benefiting from the reshuffling of supply chains in response to US-China tensions. You may not have grown up playing with an Erector Set, but perhaps you had another building kit where, with patience and perhaps some parental assistance, you could bolt […]
Read more »Singapore Taps Vietnam, Indonesia and Malaysia for Low-Carbon Energy
October 29th, 2023
Courtesy of Nikkei Asia, a report on Singapore’s plan to tap Vietnam, Indonesia and Malaysia for low-carbon energy: Companies in Singapore this week unveiled a number of projects aimed at importing low-carbon sources of energy, setting the tone for a transition to cleaner power to help fight climate change. Low-carbon energy sources include hydrogen, wind […]
Read more »Indonesia Fast-Tracks Its Electric Vehicle Ambitions
October 27th, 2023
Courtesy of The Diplomat, a look at Indonesia’s efforts to fast track its EV ambitions: Leaping up from his chair, Rachmat Kaimuddin begins to sketch out on a whiteboard the various stages of the complex supply chain for electric vehicles (EVs). From his office in the Coordinating Ministry of Maritime Affairs and Investment, Indonesia’s point […]
Read more »Indonesia’s China-Powered ‘Ecocity’ Not So Clean or Green
October 25th, 2023
Via the Asia Times, a look at the dirty side of clean energy in Indonesia where citizen face eviction over a China-backed plan to turn their island into a solar panel ‘ecocity’: I first visited Rempang island in the summer of 2022. Greeting me were lush fields lined with coconut and banana trees, picture-book fishing […]
Read more »Thailand, Vietnam and Neighbors Compete in Airport Expansion Race
October 18th, 2023
Via Nikkei Asia, a look at how airlines’ passenger capacity for seven Southeast Asian nations to double by 2030: Southeast Asian countries are rushing to expand their major airports to meet rising domestic demand as well as attract foreign investment and travelers to boost economic growth, although some plans are raising concerns about over- investment. […]
Read more »Oz-Indonesia Tie-Up Could Break China’s EV Battery Supremacy
October 4th, 2023
Via the Asia Times, a report on an alliance that could put Australia in global battery supply chains, make Indonesia an EV battery hub and support the US-led Mineral Security Partnership: Lithium-ion batteries, composed of minerals including lithium, nickel and cobalt, have the potential to be game-changers in decarbonization. However, their efficacy is contingent upon […]
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.