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S Africa: nationalisation debate over? Perhaps not…
To the frustration of the mining houses operating in South Africa – including many of the world’s largest – a debate about the nationalisation of the country’s mines has ebbed and flowed, but never...
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Chalco ends Mongolia coal bid
Mongolia’s tough new foreign investment law has claimed its first big victim. As had been widely expected, it was confirmed on Monday that Chalco, the Chinese state-controlled aluminium company, had...
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Mongolia: can’t live with China, can’t live without China
Mongolia and China have never exactly gotten along. For the past millennium the two countries invaded and ruled each other in turn. In the thirteenth century, Kublai Khan swept into China and founded...
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Lithium: next frontier for resource nationalism?
After the mammoth battle between Codelco and Anglo American, resource nationalism is back on people’s lips in Chile. But this time it’s lithium, not copper. SQM, a Chilean company and the world’s...
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Kenya: we are the 35%
Whether you call it resource nationalism or getting a fair share of your natural resources, when countries introduce local ownership regulations it can hit foreign investors hard. The latest case is...
View Article[video] Resource nationalism
Resource nationalism isn’t just the expropriation of major companies or industries, like YPF in Argentina – it also takes subtler forms. James Smither, associate director at risk consultancy...
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Thinking of investing in Mongolian mining? Read this first
The vast deposits of copper, coal, gold and silver under Mongolian soil could soon be governed by a radically different regulatory framework — if a new draft of the country’s Minerals Law is passed in...
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Guest post: let’s start an R30 Group to manage global resources
By Bernice Lee of Chatham House Resource insecurity is back with a vengeance. It is time for world leaders to respond to burgeoning demand from emerging economies, which has driven up commodity prices...
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Guest post: Mongolia doesn’t have resource nationalism – for now
By Julian Dierkes of University of British Columbia With the increased level of interest the world has taken in Mongolia given its blistering economic growth rate, resource nationalism is mentioned...
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Randgold warns on resource nationalism as governments ask for more
Randgold chief executive Mark Bristow has criticised a “disturbing” tendency among African governments to increase taxes and regulations on mining investors, as the company disputes its tax bill with...
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Guinea: resource nationalism, or just getting things straight?
Resource nationalism is a growing threat for companies in many emerging markets. The challenge for investors lies in distinguishing between arbitrary or predatory interventions, and legitimate attempts...
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A Bolivian nationalisation too far? Rurelec gets its day in court
Can I nationalise you? For a country with a fondness for nationalisations and getting its way, going to full arbitration might feel a little, well, odd. Bolivia has been placing companies under state...
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Kazakhstan: another ad-hoc oil tax hike
Another bolt from the blue for oil producers in Kazakhstan. Customs duties on crude oil exported from the central Asian country are to rise by 50 per cent later this month in a move that underscores...
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Zambia does a Botswana on emeralds
Zambia’s government is the latest in sub-Saharan Africa to propose measures to claw back a bit more of the wealth extracted by foreign mining companies. But this time it’s not the proceeds of a major...
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Guest post: what to look for in Mongolia’s presidential candidates
By Julian Dierkes of the University of British Colombia With three candidates declared for Mongolia’s presidential election a month from now, one of the issues that will be watched most closely from...
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Rio Tinto: Guinea pressure still on
Rio Tinto may have breathed a sigh of relief on Wednesday when Guinea’s mining minister, Mohamed Lamine Fofana, admitted it would miss a production target of 2015 due in part to the infrastructure...
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Kenya looks to fast-track mining act
Kenya may have avoided the dreaded ‘resource curse’ afflicting many of its African peers, but that leaves the government with painful revenue-raising choices, such as the controversial recent attempt...
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Six natural resources trends to look out for in Africa
When it comes to natural resources in Africa, coverage tends to focus on the problematic (see Rio in Mozambique), the awkward relationships (see China), the political risk (see Congo) and the collapse...
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Bolivia: not all investors are equal
Critics of Evo Morales, Bolivia’s leftwing president, say his enthusiasm for nationalisation is such that there will soon be no companies left to nationalise. But if Morales has been indiscriminate in...
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Mali: Randgold tax saga goes to arbitration
No-one likes a large tax bill, especially in arrears. London-listed Randgold and Mali’s government are heading for international arbitration at the International Center for Settlement of Investment...
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