Back to Intelligence
#strategic-reserves
(3 articles)Risk & Disruption
High ImpactOct 12, 2026U.S. Semiconductor Supply Chain Faces Critical Vulnerabilities: SIA Report
The U.S. Semiconductor Industry Association has released a comprehensive analysis exposing critical vulnerabilities in the global semiconductor supply chain that supports American chip production. Whi
36Kr#semiconductor-supply-chain#critical-materials#supply-chain-resilience
Risk & Disruption
CriticalSep 12, 2026IEA: Hormuz Disruptions Could Cut 4.3M Barrels Oil/Day in 2026
The International Energy Agency (IEA) has issued a critical warning that potential disruptions to the Strait of Hormuz could reduce global oil supply by 4.3 million barrels per day (bpd) in 2026, with
Energies Media#hormuz-strait-disruption#oil-supply-crisis#geopolitical-risk
Procurement
High ImpactAug 13, 2026Pentagon invests $2B in critical minerals and battery suppliers
The U.S. Department of Defense has committed over $2 billion in conditional loan agreements through its Office of Strategic Capital to three emerging suppliers: Sila Technologies, Sunrise Energy Metal
Supply Chain Dive#critical-minerals#defense-procurement#battery-supply-chain
