Archive for the ‘Indonesia’ Category

A Glimpse Into Indonesia’s Nickel Policy

Via the Lowy Institute, a look at Indonesia’ nickel industry and China’s involvement therein: Since 2020, Indonesia has tried to transform itself from an exporter of nickel into a key player in the global nickel value chain by banning exports of the raw material in an effort to incentivise nickel customers to invest in “downstream” […]

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Southeast Asia’s Old Airports Taking Off Once Again

Via Nikkei Asia, an article on Southeast Asia’s old airports which are revving back to life: Since last year, Indonesian airline TransNusa has routinely shuttled passengers between Jakarta and Kuala Lumpur two to three times each day. But when its Airbus A320 plane touched down outside Malaysia’s commercial capital on Aug. 1, it was hailed […]

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Indonesia’s Solution To Overcrowding: Carve A New Capital Out Of The Jungle

Courtesy of the Los Angeles Times, a report on Indonesia’s new capital: Indonesia is carving a new capital city — called Nusantara — out of the tropical rainforest to escape the urban issues of Jakarta, including extreme traffic, pollution and flooding. Like many of the world’s megacities, Jakarta has mega-problems. Two-hour commutes are a way of life. […]

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The True Cost of China’s Hold On Indonesia’s Nickel

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 […]

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Indonesian Fishermen Use A Government AI Tool To Find Their Daily Catch

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 […]

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Can Indonesia’s Nickel Industry Break Free From China’s Grip?

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 […]

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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.