Strategic resilience: From efficiency to optionality in industrial value chains

For decades, industrial strategy was shaped by the pursuit of efficiency. Lean supply chains, global sourcing, and just-in-time production became synonymous with operational excellence. But in a world shaped by geopolitical shocks, resource volatility, and systemic disruption, that logic is under pressure.

Today, resilience has become a strategic imperative. Industrial companies are shifting to flexible ecosystems designed to absorb disruption and sustain growth. The urgency is clear: the U.S. is preparing a 50% import tariff on copper, signaling how fast policy can reshape critical value chains. Forgoing this means risking operational standstills and long-term competitive losses. The question, thus, is how to implement resilience measures that create real value.

A fragile global order

Today’s environment is defined by multipolar instability. Geopolitical tensions and systemic shocks have exposed the fragility of globally integrated supply…