The material composition of the world is changing. Across energy, automotive, semiconductors, aerospace and healthcare, acute shifts are underway—reshaping cost structures, supply chains, capital decisions and competitive dynamics. These changes are underpinned by critical minerals and the advanced materials made from them, creating a new foundational layer that is influencing business outcomes far beyond traditional materials sectors.

In this session, Rajat Verma, Founder & CEO, Lohum brings a CEO's vantage point from the front lines of this transition to explore what CEOs need to understand now. The conversation will move beyond sector specifics to focus on second-order impacts, long-horizon decision-making and how companies can build future-ready supply chains that account for material availability, geopolitical shifts and cost volatility. It will examine how leadership teams can align strategy and capital in an increasingly uncertain environment where supply chain resilience, policy and material access are inseparable from business strategy.