Archive for the ‘Indonesia’ Category

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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Western Nations Join Forces To Break China’s Grip On Critical Minerals

Courtesy of The Financial Times, an article on a coalition of 14 governments which announced a financing network for projects to provide raw materials required by tech industry: Western nations are directing their development finance and export credit agencies to work with private industry to support critical minerals projects, in a drive to break China’s […]

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Indonesia’s Just Energy Transition: Must Not Just Be More of the Same

Via the Wilson Center, commentary on Indonesia’s energy transition plans: While standing on the banks of the Mahakam River in Samarinda on the island of Borneo, I watched an unending parade of coal barges sail slowly down the river. I was here in East Kalimantan to give a presentation at the Vulnerable Deltas Workshop—a joint […]

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Indonesian Coal Companies Go On Buying Spree For Western Mines

Via Nikkei Asia, a report on Indonesian coal companies’ global acquisition spree: Indonesian coal companies are snapping up high-grade assets in Australia and North America, as better access to financing and less climate pressure at home give them an advantage over Western rivals. Golden Energy and Resources, controlled by Indonesia’s Sinar Mas Group, last month completed its […]

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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.