Archive for the ‘Indonesia’ Category

Oz-Indonesia Tie-Up Could Break China’s EV Battery Supremacy

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 […]

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An Indonesian Company’s Rent-A-Solar-Panel Model Aims To Reduce Emissions

Via Rest of World, a report on Xurya Daya Indonesia which claims to be the first startup in the country to rent out rooftop solar panels: Founded in 2018, Xurya Daya Indonesia started by renting out rooftop solar panels to a mall, a health clinic, and a property business. Today, the company has over a 100 projects across […]

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Thailand’s “Asia’s Next Digital Hub” Ambition

Via Modern Diplomacy, an article on Thailand and Indonesia’s digital ambitions: Thailand is one of the countries in Southeast Asia with an ambitious digital transformation program. The program is summarized in one policy called “Thai 4.0”. The Thai 4.0 policy itself is a policy that promotes digital industrial-scale transformation while establishing an economic corridor in […]

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Southeast Asia’s Data Center Boom

Via The Diplomat, a look at the rapid expansion of SE Asia’s data center industry: American investment giant Kohlberg Kravis Roberts & Co (commonly known as KKR) recently acquired a 20 percent stake in Singtel’s regional data center unit, Digital InfraCo. The deal is worth around $800 million, which would put an overall valuation on Singtel’s data […]

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Indonesia EV Battery Dream Hits Lithium, U.S., and EU Walls

Via Nikkei Asia, a look at how the EU’s Green Deal adds another challenge to nickel-rich but coal-reliant Indonesia dream of building a domestic electric vehicle industry: Indonesia’s ambition to use its vast nickel wealth to build an electric vehicle battery industry is hitting major obstacles, with the government failing to secure adequate lithium supplies […]

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Indonesian Companies Show Fresh Interest in New Capital Project

Via Nikkei Asia, an article on renewed interest from Indonesian companies in the nation’s new capital project: More Indonesian businesses are announcing initiatives to invest in the country’s ambitious multibillion-dollar capital relocation project as the start of next year’s scheduled move gets closer, even while interest from foreign companies remains tepid over concerns a new […]

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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.