The True Cost of China’s Hold On Indonesia’s Nickel
August 12th, 2024
Via the Asia Times, a report on how Indonesia’s EV-fueled nickel industry has morphed into an ‘oligopsony’, where Chinese buyers drive and dominate market dynamics: During the 43rd ASEAN Summit in Jakarta on September 5-7, 2023, Indonesian President Joko Widodo and Vice President Kamala Harris discussed the potential for a US-Indonesia Critical Minerals Specific Free Trade Agreement […]
Read more »Indonesian Fishermen Use A Government AI Tool To Find Their Daily Catch
August 9th, 2024
Via Rest of World, a look at how Indonesian government agency is using AI to help the fishing industry: Government agency BRIN has taken the lead on AI applications for everyday use. Indonesia lags in AI use, even as Microsoft, Nvidia, and Open AI invest. Data safety is a major concern, with Indonesia a frequent […]
Read more »Can Indonesia’s Nickel Industry Break Free From China’s Grip?
August 9th, 2024
Via Foreign Policy, an article on how years of Chinese investment have transformed Jakarta into a nickel powerhouse, but that support has come at a price: As Western countries scramble to secure more nickel to power the green energy transition, Indonesia’s dreams of becoming their long-term supplier are being complicated by its ties to another […]
Read more »Securing America’s Critical Minerals: A Policy Priority Conundrum
August 9th, 2024
Via The Diplomat, a look at how critical minerals sit at the intersection of three policy objectives for the United States with impact on many Global South nations – and at times the security, economic, and climate aims are in direct contradiction: “When I think about climate change, I think jobs,” U.S. President Joe Biden […]
Read more »EV Boom Led Chinese Takeover of Indonesian Nickel Industry
July 27th, 2024
Via CNBC, a report on how the EV boom led Chinese companies to take over Indonesia’s nickel industry: Nickel mining in Indonesia has surged, making it the world’s top producer of the metal. With over 14 active mines, Indonesia supplies more than 40% of global nickel demand, driven by its crucial role in electric vehicle (EV) batteries. […]
Read more »Indonesia Moves to Reduce Chinese Ownership of Nickel Projects
July 26th, 2024
Courtesy of Financial Times, an article on Indonesian efforts to reduce Chinese ownership of its nickel projects: Indonesia is trying to reduce Chinese investment in new nickel mining and processing projects to help its industry qualify for tax breaks in the US, as the Biden administration seeks to curb Beijing’s influence in the electric vehicle […]
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.