As global demand for critical minerals intensifies, supply chains for these essential resources are increasingly prone to geopolitical risks that impact their stability and resilience. This chapter discusses the relationship between geopolitical risk factors and the supply chains of critical minerals, focusing on resources such as Cobalt, Lithium, and Copper, which are vital for renewable energy technologies, electronics, and defense industries. The findings indicate that geopolitical risks are significantly interconnected across countries. A weak correlation between geopolitical risks and Cobalt prices suggests that other factors may influence cobalt prices more. The findings reflect Australia’s significant impact on Lithium prices due to regional geopolitical factors. Geopolitical risks in Copper-producing regions and leading demanding nations can lead to supply disruptions, which in turn cause fluctuations in Copper prices. Ultimately, understanding the role of geopolitical risks in critical mineral supply chains is essential for formulating policies that enhance resource security and support a resilient, sustainable global economy.

错误:搜索内容不能为空,请输入英文关键词
错误:关键词超出字数限制,请精简
高级检索

The Role of Geopolitical Risks in Critical Minerals Markets

  • Giray Gozgor

摘要

As global demand for critical minerals intensifies, supply chains for these essential resources are increasingly prone to geopolitical risks that impact their stability and resilience. This chapter discusses the relationship between geopolitical risk factors and the supply chains of critical minerals, focusing on resources such as Cobalt, Lithium, and Copper, which are vital for renewable energy technologies, electronics, and defense industries. The findings indicate that geopolitical risks are significantly interconnected across countries. A weak correlation between geopolitical risks and Cobalt prices suggests that other factors may influence cobalt prices more. The findings reflect Australia’s significant impact on Lithium prices due to regional geopolitical factors. Geopolitical risks in Copper-producing regions and leading demanding nations can lead to supply disruptions, which in turn cause fluctuations in Copper prices. Ultimately, understanding the role of geopolitical risks in critical mineral supply chains is essential for formulating policies that enhance resource security and support a resilient, sustainable global economy.