How Geopolitics Is Reshaping the Global Materials Landscape

When geopolitical tensions rise, the most visible signals tend to appear in energy markets. Oil prices fluctuate, shipping routes come under pressure, and attention focuses on supply security. But the effects rarely stop at energy. They extend much further downstream, into the materials that underpin modern manufacturing such as plastics, coatings, fibres, metals and composites, often with consequences that unfold over longer time horizons.