Tile: UC01. The Role of Raw Materials in the Global Economy | Great Mba Global Raw Materials

1.1. Course Coordinator: Luís Pereira | lmnp@fct.unl.pt

Session Dates: October 9, October 10, October 16, October 17, October 23

Individual Online Test: October 23

Written group Assignment: November 11

1.1. Course - Sustainability, Regulation & Strategic Autonomy in Raw Materials
- 1.1.1. Sustainability challenges in raw materials supply chains
- 1.1.2. ESG, due diligence, traceability, and circular economy models
- 1.1.3. The EU approach to secure and sustainable sourcing
- 1.1.4. Implications for firms operating in regulated and contest environments
  - Marcia Damas_Implicationsfor firmsoperatingin regulatedandcontestedenvironments.pdf
- 1.1.5. Strategic autonomy, dependencies, and trade-offs
  - Lecture_Joao Gomes B.again_23 October.pdf
  - Lecture_Ricardo Furtado Eletrao_23 October_.pdf

Evalution Method Course Unit 1.1.Sustainability, Regulation & Strategic Autonomy in Raw Materials | Lead by NOVA FCT

Written group | Course unit 1.1 Sustainability, Regulation & Strategic Autonomy in Raw Materials

Opened: Wednesday, 4 November 2026, 12:00 AM

Due: Thursday, 12 November 2026, 1:00 AM

Submit the group assignment by 11 November at 11:59 p.m. CET.

The group assignment must be submitted via the Moodle platform and also sent by email to Professor Luis Pereira (lmnp@fct.unl.pt). Only one member from each group should submit and email the assignment on behalf of the group.

Grades will subsequently be published individually on Moodle for each student

Test | 1.1. Sustainability, Regulation & Strategic Autonomy in Raw Materials

Opened: Friday, 23 October 2026, 4:00 PM

Closes: Tuesday, 24 November 2026, 11:59 PM

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Video Session 9 October|1.1.1. Sustainability challenges in raw materials supply chains

Video Session 9 October|1.1.1. Sustainability challenges in raw materials supply chains (Part 2)

Video Session 10 October | 1.1.2. ESG, due diligence, traceability, and circular economy models

Video Session 16 October | 1.1.3. The EU approach to secure and sustainable sourcing

Video Session 16 October | 1.1.3. The EU approach to secure and sustainable sourcing (Part 2)

Video Session 17October Implications for firms operating in regulated contest environments

Video Session 23 October Strategic autonomy, dependencies, and trade-offs

1.2. Course Coordinator: Pedro Barquinha | pmcb@fct.unl.pt

Session Dates: October 26, October 30, November 4, November 6, and November 7

Individual Online Test: November 10 (open at 7am and close at 23:59 pm CET)

Written group Assignment: November 18

1.2. Course - Raw Materials as Strategic Assets: Value Creation in Global Markets
- 1.2.1. From resource to market mapping where value is created
  - GREAT_MBA_Semiconductor_Student_Handbook.pdf
  - Lecture_PedroBarquinha_26Oct_distribution.pdf
- 1.2.2. The economics of raw materials costs, prices and value capture
  - Lecture José Almeida 30 October.pdf
  - Lecture_Marcia Damas_30 October.pdf
- 1.2.3. Macroeconomic dynamics, competitiveness and capital allocation
  - Lecture Rod Eggert 04 November.pptx
- 1.2.4. Global market power and strategic response
  - 44 - 2026 Critical Minerals Weekly Horizon Scan _Vitor Correia.pdf
  - Lecture Vitor Correia 6 November.pdf
- 1.2.5. Strategic positioning source, make, buy, partner or integrate?
  - Lecture JoaoCastro 7 November.pdf
  - Lecture José Torres 7 November.pdf

Evalution Method Course Unit Raw Materials as Strategic Assets: Value Creation in Global Markets | Lead by NOVA FCT

Course Unit 1.2. | Guided Exercises

Video Session 26 October From resource to market: mapping where value is created

Video Session 4 November Macroeconomic dynamics, competitiveness and capital allocation

Video Session 6 November Global market power and strategic response

Video Session 7 November Strategic positioning: source, make, buy, partner or integrate?

1.3. Course Coordinator: Alexandre Velhinho | ajv@fct.unl.pt

Session Dates: November 13, November 14, November 20, November 21

Individual Online Test: November 21

Written group Assignment: December 2

1.3. Course - Geopolitics, Risk & Leadership in Critical Raw Materials
- 1.3.1. Geopolitics of critical raw materials
- 1.3.2. Scenario analysis and strategic foresight, Leadership and decision-making under uncertainty
- 1.3.3.Supply disruptions, trade conflicts, and systemic risk
- 1.3.4. Global players states, multinational firms, and strategic alliances

1.4. Course Coordinator: Adam Kelly | a.kelly@fct.unl.pt

1.4. Course - Global Players in RMs – Beyond the EU
- 1.4.1. Mapping global power centers in raw materials China, the US, Latin America, Africa, Australia, and the Middle East
- 1.4.2. Mapping global power centers in raw materials China, the US, Latin America, Africa, Australia, and the Middle East