Resource Nationalism, Geopolitics, and Processing Strategic Minerals in Indonesia, South Africa, and Malaysia
June 14th, 2024
Via Clingendael, a new report on resource nationalism, geopolitics, and processing strategic minerals in Indonesia, South Africa, and Malaysia: Strategic minerals are essential to the modern-day technologies that enable the digital transition, decarbonisation, and the development of advanced military systems. However, their extraction and processing is concentrated in a handful of countries, creating concerns about […]
Read more »Malaysia To Build Port Near Kuala Lumpur Amid Supply Chain Shift
June 14th, 2024
Via Nikkei Asia, a report on Malaysia’s plans to build a new port near Kuala Lumpur: Malaysia will build a new container port along the western coast of the Malay Peninsula facing the Malacca Strait, one of the world’s busiest sea lanes, as the country prepares to capture logistics demand created by global supply chain […]
Read more »Xi Jinping’s Belt and Road Leaves Malaysia With a ‘Ghost’ Island
June 13th, 2024
Via Nikkei Asia, a look at China’s Forest City project in Johor which remains in limbo as Beijing prepares for key meeting: Tanjung Piai is a cape at the tip of the Malay Peninsula, the southernmost point of Eurasia and a destination for wealthy Chinese “shoppers.” At least it was until the affluent mainlanders all but stopped […]
Read more »Malaysia’s Appetite For Oil and Gas Puts It On Collision Course With China
May 12th, 2024
Courtesy of The Washington Post, an article on Malaysia which – as reserves closer to shore run dry – is venturing farther into disputed waters of the South China Sea claimed and patrolled by China: In the open sea off the coast of Malaysian Borneo, industrial rigs extract massive amounts of oil and gas that […]
Read more »Chip Dreams: Young Tech Workers Are Flocking To Taiwan
April 11th, 2024
Via Rest of World, a report on how Southeast Asians are heading to Taiwan to train for semiconductor jobs, which is helping to fill a talent gap at the world’s top producer: Students from Vietnam, Malaysia, Indonesia, and the Philippines head to Taiwan to train and work in the semiconductor industry. Taiwan faces a talent […]
Read more »What Southeast Asia’s Aging Populations Could Mean Politically
April 10th, 2024
Courtesy of The Diplomat, a look at how Southeast Asia’s aging societies could lead to more political polarization and upheaval: Southeast Asia is aging – and rather quickly. In Vietnam, the number of 0-14 year-olds will decrease by 3.7 million between now and 2050. In Thailand, it will fall from 10.7 million to 7.8 million. […]
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.