Full agenda

Critical Materials: Dependencies, Geopolitics, and Supply Chain Security
Industry Resilience
Part of Critical Dependencies: Strategic Capital and Digital InfrastructureSertig 2 · Mountain Plaza Hotel
Critical minerals underpin batteries, semiconductors, and advanced manufacturing. Most refining is concentrated in one or two countries, creating vulnerability to geopolitics and trade restrictions. Covers dependencies, refining bottlenecks, recycling opportunities, and how firms manage exposure when access becomes uncertain.
Speakers (6)

Mike Butcher
Founder and Editor, Pathfounders

Therese Anthony
Executive Director Strategic Council, Swiss Re

Puay-Guan Goh
Associate Professor, National University of Singapore

Serhat Cicekoglu
Managing Partner, Sente Ventures

Arezo Kohistany
Managing Director, Electrum Group

James E. Mister, AIGP
Director, Eric M. Warburg San Francisco Chapter, American Council on Germany