The new world of deglobalization and protectionism amplifies the focus on security of supply of goods and services that enable the energy transition. Friendshoring and nearshoring strategies for supply chains are now increasingly a policy instrument to navigate these pressures. How are these strategic shifts likely to affect the balance of competition between the top producers of energy-related solutions, including China and the U.S.? Which developing nations have the most potential to take a leading role in supply chains, by virtue of their access to critical minerals or other resources?
S&P Global Commodity Insights
Sr. Vice President Geopolitics and International Affairs
The White House
Deputy Director for Industrial Innovation, White House Office of Science and Technology Policy
ExxonMobil
Vice President, Procurement
Ford
Chief Government Affairs Officer