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Ed it would be interesting to read your analysis during the coming general election manifestos in this area. In particular, current and future government’s inferred strategies (I doubt anything explicit) in how materials, intermediate and final processing provide both challenges and opportunities, for the UK and the wider world.

We are arguably at one of the great inflexion points in history, a period of a ‘Technology Revolutions and Financial Capital” as per Carlota Perez. The UK can’t throw money around to incentivise reshoring and friend-shoring as the Biden administration has and EU made some attempt at also.

The current government makes some sensible points, but it doesn’t appear to have the political priority. Labour seemed to moving in the right direction, but appears to have stepped back somewhat in its commitment, although I suspect this maybe a short-term tactical move.

But in the current geo-political context and national need to develop a new political economy, this is a potentially ripe area to develop some asymmetrical advantages and improve national resilience. Your analysis building upon your research for and writing of the ‘Material World” would i believe bring insight and value to the debate.

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As always, an amazing post.

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