Tarred with the same brush?

Investor perception of foreign-listed miners with Indonesian assets is increasingly negative, catalysed by two companies losing title to potentially world-class assets. There is an assumption that the drivers of these loses are unique to Indonesia and that all companies within mining, and the broader energy sector, are similarly exposed.

In contrast to mining, Indonesian oil and gas is structurally and demonstrably more robust, delivery greater clarity, protection and returns for foreign participants. A clear distinction should be made between the two sectors.

In this report we explore the company and mining sector-specific issues at play and why this blanket negativity across the broader energy sectors arising from isolated incidents is incorrect.

Read the full report here.