Opportunity level - medium • The Vietnamese navy sent a frigate to the Southern Chinese naval port of Zhanjiang in an effort to reduce tensions in the South China Sea. [...] Serbia’s Jadar valley is one of the most lithium-rich areas in Europe, and the mining project would greatly aid the EU’s plans to reduce its dependence on imports of critical raw materials used in the production of electric vehicles. [...] Turkmenistan has been a marginal natural gas exporter to Europe due to the challenges of building a pipeline across the Caspian Sea, with the country exporting most of its supplies eastward to China. [...] Cooperation between Chinese solar companies along and the government is vital to ensure the stability of the market, especially for small manufacturers that seem to be affected the most by the price slump. [...] Opportunity level – low/medium Key Stats of the Week • The EU has numerous strategic agreements over critical minerals mining and refining; in 2021 it signed such agreements with Canada and Ukraine; in 2022 with Kazakhstan and Namibia; in 2023 with Argentina, Chile, Zambia, the Democratic Republic of the Congo, and Greenland; and in 2024 with Rwanda, Norway, Uzbekistan and Australia.
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Table of Contents
- RussiaUkraine Conflict 1
- Summary 1
- FORECAST INDICATORS 1
- Military escalation scenario 1
- Risk level medium 1
- Risk level medium 1
- Hybrid escalation scenario 1
- Risk level medium 1
- Risk level low 1
- Diplomatic de-escalation scenario 1
- Opportunity level medium 1
- Risk level low 1
- Middle East 2
- Summary 2
- FORECAST INDICATORS 2
- Military escalation scenario 2
- Risk level medium 2
- Risk level medium 2
- Risk level medium 2
- Risk level lowmedium 2
- Risk level lowmedium 2
- Hybrid escalation scenario 2
- Risk level medium 2
- Diplomatic de-escalation scenario 2
- Opportunity level - medium 2
- Opportunity level - lowmedium 2
- U.S.ChinaIndo-Pacific 3
- Summary 3
- FORECAST INDICATORS 3
- Military escalation scenario 3
- Risk level medium 3
- Risk level - medium 3
- Risk level medium 3
- Risk level lowmedium 3
- Hybrid escalation scenario 3
- Risk level - low 3
- Risk level lowmedium 3
- Diplomatic de-escalation scenario 3
- Opportunity level - medium 3
- Opportunity level - lowmedium 3
- 1. United States Wave Energy 4
- What happened 4
- SignificanceOutlook Opportunity level lowmedium 4
- 2. SerbiaEuropean Union Lithium 4
- What happened 4
- SignificanceOutlook Risk level lowmedium 4
- 3. TürkiyeTurkmenistan Natural Gas 5
- What happened 5
- SignificanceOutlook Opportunity level lowmedium 5
- 4. China Solar 5
- What happened 5
- SignificanceOutlook Risk level low 5
- 5. IndonesiaRussia Nuclear 5
- What happened 5
- SignificanceOutlook Opportunity level lowmedium 5
- Key Stats of the Week 5