New Energy Supply Chains: Is the UK at Risk from Chinese Dominance?

Russia’s invasion of Ukraine has focused attention on energy supply chains and contributed to growing unease in the West about the fact that supply chains for the commodities necessary for the global energy transition are highly concentrated in China (or are under Chinese control).

Concerns range from cyber security through to security of energy supply and economic security. The disruption to energy supply chains caused by Russia’s invasion of Ukraine was felt mainly in terms of the physical supply of gas to Europe and the impact this had on the global market. In this context, this paper considers the implications of threats to the physical supply of some of the critical materials and products that the UK requires for its energy transition.

Link to RUSI occasional paper.

By: Michal Meidan , Philip Andrews-Speed