New study shows dramatic increase in investor-state disputes and 80% of miners and counsel involved in arbitration expect greater government intervention over the next year.
Investment fund Engine No. 1, known for its battle with Exxon and recently taking a surprise stake in Vale’s base metals business, is eying more deals in critical minerals.
"The problem is that, in the gold industry, most of the tier one assets remaining are embedded in bad assets. And you can’t unlock them,” Bristow says.