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 »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 »Where Will the Next Billion Internet Users Come From?
July 21st, 2024
Courtesy of Visual Capitalist, an illustrated look at where the next billion Internet users will come from: Internet adoption has steadily increased over the years—it’s more than doubled since 2010. Despite its widespread use, a significant portion of the global population still isn’t connected to the internet, and in certain areas of the world, the number of […]
Read more »Indonesia’s EV Drive Faces Geopolitical Headwinds
July 13th, 2024
Via Nikkei Asia, a look at how Jakarta is betting big on producing electric vehicles, but so are much larger powers: Indonesia is determined to capitalize on the green industries of tomorrow, but its path to success is being complicated by the reemergence of industrial policy and economic protectionism. The recent imposition of tariffs by the U.S. […]
Read more »Diversifying Investment in Indonesia’s Mining Sector
July 11th, 2024
Via CSIS, a report on Indonesia’s mining sector: Indonesia is the world’s largest nickel producer and produces significant quantities of copper, cobalt, tin, and gold. In 2023, mining contributed to 11.9 percent of Indonesia’s gross domestic product. Over the last 15 years, Indonesia has imposed—and at times loosened—bans on raw resource exports and local ownership requirements. While […]
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.