Article
Green industrial policy is changing the basis of competition
How incentives, carbon economics and sustainability regulation can alter costs, market access and strategic investment priorities.
Water and material dependencies can remain invisible while supply is abundant and prices stable. As scarcity increases, the relevant risk may be physical availability, quality, regulation, infrastructure or competition with other users rather than price alone. Resource resilience examines these dependencies across sites and suppliers and identifies where critical operations rely on resources with limited substitutes or long replacement lead times. It then evaluates efficiency, recycling, alternative materials, sourcing diversification and infrastructure options, helping distinguish manageable consumption issues from structural constraints capable of affecting continuity or future expansion.
Focus
Strategic Challenges
Strategic Impacts
Observed Patterns
Strategic Challenges
Strategic Impacts
Observed Patterns
POV
Our approach
Our approach� begins by identifying water, materials and other resources critical to operations and tracing their sources, consumption patterns and upstream dependencies. We assess local availability, quality, infrastructure, regulatory constraints, concentration and substitution options under current and stressed conditions. Exposure is connected with production and growth plans to reveal where resource limits could become binding. We then compare efficiency, reuse, recycling, alternative materials, supply diversification and infrastructure investments and prioritize actions according to consequence, lead time and resilience gained.
The data and estimates presented are indicative and intended for illustrative purposes. Actual outcomes may vary based on each company’s specific context, market conditions, operating model, implementation choices, and the quality and consistency of execution, including actions undertaken by the client.
Keypillars
Explore the key pillars that define this capability and shape how we create focused, measurable business impact.
Resource exposure
Maps dependence on water, energy, materials, and other critical resources across facilities, suppliers, products, and geographies
Scarcity resilience
Assesses how scarcity, quality deterioration, regulation, and competing demand could affect continuity, cost, and production capacity
Resource adaptation
Evaluates efficiency, reuse, substitution, sourcing, infrastructure, and contingency options across areas of material resource dependency
Strategic Framework
Identify water, land, energy, materials, and ecosystem resources critical to operations, suppliers, and products
Track resource availability, consumption, watershed stress, supplier exposure, policy, and resilience performance
Define efficiency, reuse, substitution, sourcing, storage, infrastructure, and ecosystem-based responses
Evaluate availability, quality, competing demand, infrastructure, regulation, climate stress, and geographic concentration
Connect resource constraints to production, cost, sourcing, continuity, community relationships, and growth plans
Test drought, scarcity, price, allocation, regulatory, and infrastructure scenarios across critical locations
How we help
We provide water and resource resilience analysis across sites, suppliers and critical materials. The work can include dependency mapping, scarcity and availability assessment, stress scenarios, substitution, efficiency, recycling and supply diversification. Outputs identify where resource constraints can become operationally material, how quickly alternatives can be activated and which investments or sourcing changes can most effectively reduce exposure while supporting future capacity and growth.
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Shifts in generation, fuels, infrastructure and policy are reshaping operating economics and long-lived asset decisions.
Measurement should connect environmental and social indicators with operations, economics, risk and management decisions.
Strategic challenges
The challenge is identifying where local scarcity, concentration and weak substitutes create strategic exposure.
The challenge is comparing regulatory necessity, resilience and economic return across projects with very different time horizons.