Southeast Asia Hopes to Become the World’s Next EV Hub
September 5th, 2022
Via The Diplomat, an article on Southeast Asia’s EV ambitions: As countries around the world strive to reach their climate targets, many are turning to electric vehicles (EVs) as a way of reducing carbon emissions. Global efforts to diversify supply chains combined with the drive to adopt green technology have created an opportunity for EV […]
Read more »A Surprise Winner as Emerging Markets Crumble: Indonesia
September 4th, 2022
Via Bloomberg, a look at Indonesia’s surprising resilience and economic calm in the face of so much global turmoil: Call it a taper tantrum, times 10. Developing nations are reeling from the double whammy of Federal Reserve interest-rate hikes and China’s economic slowdown. They are burning through foreign reserves at the fastest pace since the 2008, to […]
Read more »Indonesia’s Maritime Ambitions
August 26th, 2022
Via Frontier Post, a commentary on Indonesia’s maritime ambitions: On 26 July 2022, Indonesian President Joko ‘Jokowi’ Widodo met with Chinese President Xi Jinping in China. The meeting was a surprise given Beijing’s strict zero-COVID-19 policy. A main outcome was the renewal of the memorandum of understanding on cooperation between Indonesia’s Global Maritime Fulcrum (GMF), a framework […]
Read more »Indonesia Wants To Be A Manufacturing Super Power
August 24th, 2022
Via Clean Technica, a report on Indonesia’s ambitions to be more than a supplier of raw materials to the world – it wants the world to build products within its borders: The United States is desperate to move the supply chain for electric vehicles — especially battery materials — back onshore after 50 years of offshoring […]
Read more »UAE Firm To Invest Billions In Emerging Markets
August 18th, 2022
Via Bloomberg, a report on a UAE firm’s aggressive investment plans for select emerging markets: International Holding Co. plans to invest billions of dollars in markets including Indonesia, Colombia, Turkey and India as the United Arab Emirates firm controlled by the country’s national security adviser steps up its breakneck expansion. IHC, the UAE’s most valuable listed […]
Read more »Jakarta Announces $5 Billion Deal With Tesla for Nickel Supplies
August 9th, 2022
Via STRATFOR, a report on a deal between Indonesia and Tesla for nickel: What Happened: Tesla and Indonesia signed a $5 billion contract stipulating that Indonesia’s Morowali city on Sulawesi island will supply the company with processed nickel supplies for use in lithium ion batteries for five years, Reuters reported Aug. 8. The nickel will need […]
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.