RESOURCES

STATEMENT

>  In an exponential world, the needs for specific and higher cost resources will have large geopolitical implications

Resources are spread throughout the globe.  Human society will compete and cooperate for these widespread resources.  The more important the resource the higher the level of conflict that will arise.  Since the world is not one Ingroup, tribes will form in the pursuit of these resources and will impact organizations and individuals around the world.

RISK

The intensity for capturing finite resources continues to rise.  This plays out on the world stage and impacts organizations and individuals depending on the resource and the importance of that resource.  Each organization needs to do their own assessment of risk based on their specific needs.  Every Change and Risk Map should include the potential math of the resource and the changes that could happen to the most important resources that organization needs.      

>  The EROI for individuals seeking Food, Water, and basic necessities differs by country, contributing to supply chain risk 

As populations are forced to allocate a larger portion of their income to these vital necessities, unrest and migration are likely to escalate.

The fight or flight response plays a crucial role in addressing basic survival needs. With massive populations and changing circumstances, stability is increasingly impacted, leading to more disorder globally.

RISK

We are seeing migration around the globe due to needs of basic necessities.  Conflict, environment, and basic math (EROI) equations on an individual basis are motivating individuals to seek better lives.  Humans seek to survive and will do make their individual decisions to seek safety and better personal EROI wherever that may be.

The result of this math is that societies around the globe will be dealing with higher integration of various cultures within borders of nations.  Add to this the math of seeking better personal EROI on individual basis you have a lot of potential conflict.  The risks to organizations and individuals of this depend on specific circumstance.  

>  Money seeking returns will continue to engage in intense resource competition 

Supply and demand economics will dictate that capital seeks out opportunities with the highest potential returns, causing more clashes between those pursuing profit and the general populace (Wall Street vs. Main Street). We will continue to witness capital seeking returns across various sectors, including critical survival items such as food, water, and shelter.

RISK

By definition, money seeks the highest returns.  As mentioned previously, another risk is that vast amounts of money can see fiat currencies as risk and move a lot that money into safer areas or just basic diversification.  As such, basic necessities of organizations customers and employees and their personal spending ability (Financial EROI) will be implicated.  Expect a lot more conflict within society on this risk.

Critical Metals

Rare Earth Elements > China is the world's leading producer and refiner of REEs, controlling 70% of global mine production and 87% of refined production in 2023. The country's dominance in this sector highlights the ongoing resource competition for these critical energy resources, as it holds 44 million metric tons of reserves, the largest in the world.

Cobalt > The Democratic Republic of the Congo (DRC) is the dominant source, accounting for more than 70% of the world's mined cobalt in 2019, which poses a significant supply chain risk for companies reliant on this energy resource.

Lithium > The top producing countries, Australia, Chile, and China, together account for over 90% of total lithium production. 

JPMorgan Chase Launches $1.5 Trillion Security and Resiliency Initiative to Boost Critical Industries

Including:

Defense and Aerospace 

Command & Control Tech 

Critical Components 

Space Launch 

Unmanned Systems 

Munitions, Missiles & Hypersonics 

6G 

Spacecraft 

Secure Communication 

Mesh Networks

 "Frontier" Technologies 

Cybersecurity 

Quantum Computing 

Artificial Intelligence 

Edge Computing 

Sensor Hardware 

Energy Technology 

Nuclear Energy 

Grid Resilience 

Distributed Energy 

Battery Storage 

Solar 

Supply chain and Advanced Manufacturing 

Advanced Bulk Materials 

Nanomaterials and Microelectronics Materials, Assembly, and Manufacturing 

Critical Minerals Mining & Processing 

Pharmaceutical Precursors 

Advanced Manufacturing 

Mission Critical Real Estate 

Shipbuilding 

Autonomous Mobile Robots