Key cross-cutting consideration to increase resilience in clean energy supply chains: the UK should established international partnerships with selected countries – including China, with clear security guardrails – on a supply chain by supply chain basis.

Assessment of the UK’s resilience in critical minerals and suggested policy action:

Assessment of the UK’s resilience in steelmaking and suggested policy action:

Assessment of the UK’s resilience in the solar PV supply chain and suggested policy action:

Assessment of the UK’s resilience in the battery supply chain and suggested policy action:

“Impact of disruption” entails extent to which the UK’s economic or policy priorities are adversely impacted in the event of a supply chain shock.

This is assessed quantitively through estimates of ‘dependency ratios’ and qualitatively through factors identified in the table:

“Risk of disruption” refers to the extent to which the supply chain could experience shocks.

We analyse the following risk factors:

It analyses the risk and estimates the impact of disruptions for the UK in:
- batteries

- solar PV

- steel

- critical minerals

For each of them, it suggests a set of policy actions that the UK government could implement to achieve higher levels of supply chain resilience.

The report calls on the UK government to strengthen the resilience of strategic clean energy supply chains through a comprehensive new policy approach that combines domestic measures with international initiatives.

What will this all mean? TBC..

We don’t know any of the details of the commission yet.

But it gives us hope. There will be another attempt at diplomacy.

Maybe we can tire them out? Wait for them to get distracted? For midterms to come around?

- DK once again reinforced that the Kingdom of Denmark has been one of the most loyal longstanding allies of the US, and that we deserve to be treated with respect

- DK/GN made it clear to Vance and Rubio that it’s counterproductive to discuss this via social media. Let’s do it behind closed doors

- DK/GN share long term US security concerns and will continue to address them through NATO. Military personnel from several European countries on their way to Greenland today.

DK/GN also ask of US that they step up their own engagement in the Arctic.

Thanks for having me!