The Hormuz Disruption : How the Iran War is Reconfiguring Critical Mineral Value-Chains

Critical Mineral supply chains have been substantially impacted by transit bottlenecks triggered by the Iran War. The resultant shortages have made diversification and localisation in the sector more challenging at a time when the costs of interdependence have made them urgent imperatives. This webinar will examine the Iran War’s impact on efforts by countries to de-risk supply chains and gain agency across the critical minerals value-chain. Through the expertise of academics and practitioners from three different geographies, the discussion will explore the implications of likely setbacks to industrial capacity building efforts, changes in fiscal priorities, increasing resource nationalism, and the necessary recalibrations needed in multilateral groupings working towards critical minerals supply chain resilience. While identifying potential future chokepoints, the panel will consider if the Hormuz disruptions may have further entrenched structural advantages of dominant actors like China in the sector.