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1、Navigating Risks in Rare Earth Element Supply ChainsHow to manage your REE resilience in the new normal 2Rare Earth Elements Supply Chains Under PressureContactsContents010203Understanding Your Risk Exposure Evaluating Your Supply Chain ResilienceManagement Summary04Mitigating Your REE Exposure Risk

2、s0102030423Management Summary0102030434Geopoliticaltensions,concentrated rare earthelement processing capacity,and growingmarket demands callfor a structured evaluationofportfoliorisks and an assessment ofsupplier dependencies along the value chainRare Earth Elements Supply Chains Under PressureMana

3、gement SummaryRare earth elements(REE)are crucial components for mostadvancedtechnologies today especially green energy,electronics and defense1Permanent magnets,performancealloys and electronic components arethemain products used in wind turbines,electric motors and sensorsGlobal market demand for

4、REEs has increased significantly overrecentdecades and is forecasted to further growby at least 40%by 2030REE deposits are fragmented globally but economically feasiblemining islimited to a small number of countries due to high concentrationMajor bottlenecks are refining and processing,whereChina co

5、ntrols90%of global capacities and required processing technologiesChina is increasingly leveraging thesedependencies to pressureglobal supplychains in thefuture its exportcontrols may becomea geopolitical weaponCompanies are already exposed to volatile prices,supply bottlenecks,and delivery stops fo

6、r REE-relatedcomponents in thesupply chainTo achieve transparency and increase resilience regardingREE supply risks,Deloitte proposes three steps to identifyyour risk exposure along the supply chain and initiatemitigating actions involving your supplier base:Understand yourportfoliorisk exposureIden