THOUGHT PIECES

Welcome to a three-part series on which I share my thoughts on a subject close to my heart. As someone who has spent time interfacing between governments and investors particularly in the mining industry, I offer an opinion about tension between host governments and investors in mining, oil and gas industries. In the first part I share a view on the root causes of the tension. In the second one, I shared a view on ways in which governments and investors tend to each respond to the tension. In the third and final part, I advocate ways that the parties might respond and reduce the tension. In my view the value of achieving this is greater than the opportunity cost to both governments and investors of either letting the situation worsen or for that matter going their separate ways.