목차
Foreword 3
Executive summary 4
1 Understanding mineral intensity 5
1.1 The known frontier of electric mobility 7
1.2 The hidden footprint of digitalization 9
1.3 Copper and steel for electrification 11
2 Supply chains disjointed by tiers, territories and timelines 13
2.1 Anatomy of the electric mobility supply chain 14
2.2 Structure of the digital infrastructure supply chain 16
2.3 Map of the grid supply chain 18
3 Shared risks, divided attention 20
3.1 Early warning signs in supply 20
3.2 Upstream shocks, downstream consequences 24
3.3 Competing risk agendas 25
4 From awareness to action 29
4.1 Lessons from past disruptions 29
4.2 Making coordination possible 30
4.3 Roadmap to delivery 31
Conclusion 33
Contributors 34
Endnotes 36
