Archive for the ‘Indonesia’ Category

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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China Harnesses a Technology That Vexed the West, Unlocking an Indonesian Treasure Chest

Courtesy of The Wall Street Journal, a look at how Chinese companies have achieved dominance by accessing a new source of minerals the world needs for EV batteries: Six years ago, Chinese engineers set out on a risky path to turn trash into treasure. Their target was the vast quantities of ore containing nickel and […]

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Why Ace Hardware Is ‘Leaving’ Indonesia

Via The Diplomat, a report on the strength of Indonesia’s retail market, which is not as weak as Ace Hardware’s recent move might suggest: It was recently announced that Ace Hardware, the American-based international retail chain, is set to exit the Indonesian market at the end of 2024. As noted by Indonesian news outlet Tempo, this […]

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Next BRICS Expansion Could Include Turkey, Algeria, Indonesia, Nigeria

Via Arabian Business, a report on the next BRICS expansion could include Turkey, Algeria, Indonesia, Nigeria but major rifts remain: In a major geopolitical development earlier this year, BRICS cemented its rise as a potential counterweight to Western-led groups like the G7 with the addition of Saudi, UAE, Iran, Ethiopia, and Egypt Since the one-tightknit […]

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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.