Focus on economics and environment
Environmental footprint can be approximated in an objective and structured way. The reshuffling of the global supply chain presents ESG investment and engagement opportunities.
Keep up with the times
Smart devices and electric vehicles have reshaped our world. As in-sourcing and re-industrialisation in strategic sectors are arising in developed economies, there will be environmental implications.
Return to the Basics
Getting the the basics right provides clarity The knowledge of technology, pricing and cost structure helps in the understanding of the environmental footprint in the manufacturing process and the circular economy (often the lack of it). In real life, recycling happens only when it is technologically and economically viable.
Chemistry & products
How the specialty chemicals are engineered for what purposes and which products.
$$$ and intellectual properties
Patents may not be valued much on the book but they usually give pricing power. Fair trade matters.
Manufacturing & recycling
The recycling of scrap by electronic component manufacturers should be part of the equation.