Industrial power increasingly depends on access to materials and on supply chains that can scale. Rare earths, strategic metals, specialty chemicals and single-source suppliers now shape what companies can deliver and what governments can build. This hub treats supply chains and materials as strategic questions.
What this area covers
- Critical raw materials
Rare earths, gallium, germanium, titanium and more. - Supplier capacity & resilience
Single points of failure and how to remove them. - Sourcing strategy
Offtake agreements, dual sourcing and vertical integration. - Sovereignty & reshoring
Where policy and supply chains meet.
Questions leaders are asking
- Which material dependencies are boards underestimating?
- When does vertical integration make sense again?
- How should volatile input prices be managed in fixed-price contracts?
Essential analysis
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