Stock Markets February 18, 2026

Freeport Secures Life-of-Resource Operating Extension for Grasberg Mine

Memorandum aims to amend PT Freeport Indonesia's special mining licence; ownership adjustment and higher exploration commitments included

By Derek Hwang FCX
Freeport Secures Life-of-Resource Operating Extension for Grasberg Mine
FCX

Freeport-McMoRan announced it has reached a memorandum of understanding with the Indonesian government to extend operating rights at the Grasberg copper and gold complex for the life of the resource, subject to formal licence amendment and government approval. The accord preserves current governance and operating arrangements, keeps Freeport's 48.76% stake through 2041 before a scheduled 12% transfer to Indonesian entities, and requires increased exploration investment and studies to support long-term development.

Key Points

  • Freeport-McMoRan reached a memorandum of understanding with the Indonesian government to extend Grasberg operating rights for the life of the resource, subject to final licence amendment and approval.
  • The MOU preserves current governance and operating arrangements at the Grasberg minerals district in Papua and keeps Freeport’s 48.76% stake in PT Freeport Indonesia through 2041, followed by a 12% transfer to Indonesian government entities at no cost.
  • Freeport committed to higher exploration spending and broader studies to define long-term resources and potential expansions; the extension depends on Indonesia issuing an amended special mining licence reflecting the agreed terms.

Freeport-McMoRan said on Wednesday it has reached an agreement in principle with the Indonesian government to extend operating rights at the Grasberg copper and gold mine for the life of the resource, securing continued access to one of the world’s largest mineral deposits.

Under the terms recorded in a memorandum of understanding, the special mining licence held by unit PT Freeport Indonesia will be amended to permit operations beyond the current permit expiration, though the extension remains subject to the Indonesian government issuing a formal amended licence that reflects the agreed terms.

The MOU is designed to preserve existing governance and operating structures across the Grasberg minerals district in Papua, ensuring continuity of management and on-the-ground operations while the licence amendment is finalized.

Freeport will retain a 48.76% ownership stake in PT Freeport Indonesia through 2041. As part of the agreement, the company will transfer a 12% interest at no cost to Indonesian government entities in 2041, which will lower Freeport’s effective holding to roughly 37% after that transfer.

In addition to the ownership provisions, the memorandum commits Freeport to increase exploration expenditure and to carry out expanded technical studies aimed at delineating and developing long-term resources and potential expansions within the Grasberg district.

While the MOU sets out the framework for life-of-resource operations and the related obligations for exploration and study, the arrangement is conditional on Indonesia issuing the amended special mining licence consistent with the agreed terms. Until that formal amendment is granted, the extension is not finalized.


Context and implications

The agreement secures operational continuity at Grasberg and frames a pathway for longer-term development work through enhanced exploration and technical assessment. Key administrative and ownership milestones are tied to the licence amendment process, and the planned transfer of a 12% interest to Indonesian government entities in 2041 is explicit in the memorandum.

Risks

  • The extension is conditional on Indonesia issuing an amended special mining licence that mirrors the memorandum of understanding - if the licence is not amended, the extension would not take effect (impacts mining and materials sectors).
  • Planned ownership changes in 2041, including a 12% no-cost transfer to Indonesian government entities, will reduce Freeport’s stake to about 37% after that transfer, which may affect company-level exposure to Grasberg (impacts equity investors in mining companies).
  • Increased exploration and expanded studies are required under the agreement; delays or outcomes of those programs could influence the timing and scale of future development at the Grasberg district (impacts mining operations and project financing).

More from Stock Markets

Raymond James Says JFrog Sell-Off Overstates Threat from Anthropic’s New Security Tool Feb 20, 2026 FERC Clears Path for Blackstone-TXNM Energy Deal, Removing Major Federal Hurdle Feb 20, 2026 Vanda Gains FDA Nod for BYSANTI, Shares Spike as Company Secures Second Approval in Weeks Feb 20, 2026 Supreme Court Reviews Broad Array of Trump-Era Policies Across Trade, Immigration and Federal Workforce Feb 20, 2026 UBS Lifts Corning Price Target to $160 Citing Surge in AI Data Center Fiber Demand Feb 20, 2026