Every modern industry—from semiconductors to clean energy—relies on a network of materials and manufacturing nodes that few truly control. As nations compete for access to lithium, copper, rare earths, and chip fabrication, supply chains have become instruments of power.

For business and investors, the question is how to build resilience without overextending. Understanding chokepoints, refining exposure to upstream dependencies, and anticipating policy shifts are now core to enterprise stability and national competitiveness alike.

We help clients identify where their operations, sourcing, or capital allocations intersect with critical material vulnerabilities—and where to position for long-term security and growth. Whether through diversification, partnership strategy, or intelligence on new fabrication ecosystems, we bring structure to decision-making under resource constraint.