Comment / Analysis: Indonesia-to-Africa 'resource nationalism' – reshaping the supply chain

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03/10/2023

In recent years, airy whispers of a transport and logistics (T&L) gold rush in Africa have solidified into spending to fuel inorganic growth.

Rumours aside, it is worth mulling over the consequences of what has already been witnessed in Indonesia: ’resource nationalism’ and its associated risk.

Background

The major asset-based M&A move was MSC’s multi-billion takeover of Bolloré Africa Logistics, disclosed in late 2021. From land to sea, that was followed by Hapag-Lloyd’s purchase of the container liner business of Germany’s Deutsche Afrika-Linien last ...