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

Alkan2011 ID 78253858 © Alkan2011 | Dreamstime.com

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 ...