London School of Economics Report: Collective Security in a Fragmented World

The impact of Energy transition is a hot topic.

London School of Economics study Collective Security in a Fragmented World, by Hugh Miller and Pau Morandi warns that ‘without coordination, stockpiling programmes will intensify competition for #minerals, heighten price #volatility and induce the shocks these strategies are designed to mitigate.’

The report states, ‘The build-out phase of the energy transition requires a sharp, front-loaded increase in mineral-intensive infrastructure, generating demand that substantially exceeds what current supply chains were designed to accommodate'.

For Europe's electronics industry, where semiconductors, defense, clean technology, and advanced #manufacturing increasingly compete for the same materials, resilience will depend as much on shared visibility and cooperation as it does on access to supply.

Do you have a materials intelligence system in place to offer #alternatives when there are #geopolitical supply chain disruptions? Let's talk.

Read full article here: https://www.iom3.org/resource/global-coordination-necessary-to-manage-competition-for-critical-minerals.html

#CriticalMinerals #SupplyChainResilience #ElectronicsManufacturing #Europe #MaterialsIntelligence