When Russia struck a deal with Ukraine on July 15, there was hope that millions of tons of food would once again be able to flow from the embattled country. Under the agreement, brokered by Turkey and the UN, Russia would lift naval blockades and allow large-scale shipments of grain to leave Ukraine’s ports.                                                  

Supply chain considerations in today’s globalized economy have expanded beyond minimizing costs. As Duncan Wood, Vice President for Strategy and New Initiatives and Senior Advisor to the Mexico Institute at the Wilson Center, noted at a recent panel hosted by the Environmental Change & Security Program as part of the Transatlantic Climate Bridge conference, issues ranging from environmental, social, and corporate governance (ESG) to national security and geopolitics, have transformed critical mineral supply chains into something that is now “inherently political.”

The Sahel region of Africa is a semi-arid, arc-shaped landmass that stretches 3,860 kilometres from Senegal across portions of Mali, Burkina Faso, Niger, Nigeria, Chad, and even Sudan. It is also the most neglected and conflict-ridden part of the planet, according to the Norwegian Refugee Council.

In Iraq, climate change is adding stress to an already precarious situation. Weak public services,  growing unemployment, fossil fuel-related environmental and health hazards, and other factors have generated high levels of social vulnerability and contributed to recent protests. In the top post for May, Dylan O’Driscoll and Shivan Fazil write about how, against this fragile backdrop, insecurity is heightened by increasingly deadly flash floods and more frequent dust storms that pose a public health threat.

Is a “green resource curse” on its way? Kimberly Thompson, a Senior Advisor for Natural Resources and Conflict and the Industry Lead for Mining at the U.S. Agency for International Development (USAID), says that the current status quo in the green mining industry risks “inadvertently creating the conditions” for it to happen.

Russia’s invasion of Ukraine has shaken the world economy.  The U.S.-led push for sanctions on Russia has surprised analysts with its depth. Germany, for example, is now turning away from four decades of reliance on Russian oil and gas. Given Russia’s status as a global energy colossus, the war has raised particular uncertainty in global energy markets, leading many countries to take steps to ensure adequate supplies.

China’s energy connection to the crisis and, specifically, the war’s effect on China’s decarbonization commitments, have drawn little attention. Unfortunately, the war’s impact on energy markets has accelerated Chinese plans to return to the use of coal for power generation. And the market volatility it has inflamed is partly behind China’s return to investment-and emissions-heavy stimulus. Make no mistake, however, China’s investments in renewables are still enormous and dwarf those of the United States.

In response to the growing challenges created by climate change, consumers across the globe are demanding more environmentally friendly products. This demand is particularly evident when examining the automotive market. In 2021, global sales of electric vehicles (EVs) more than doubled from the year before, rising from 3 million to 6.6 million vehicles according to the International Energy Agency. This boom has created a need for lithium, a key component of the rechargeable batteries used to power these vehicles. Referred to as ‘white gold,’ countries with lithium reserves are racing to increase extraction and export deposits for battery production. As automobile and battery manufacturers work to meet demand and avoid supply chain shocks, many are looking toward the untapped potential of Mexican lithium.