Three quick thoughts on today’s news that the world’s electronics OEMs haven’t been able to eradicate conflict minerals from their supply chains.
1. Given that OEMs have a tough time discerning where, exactly, materials came from, how is it that a third-party is so certain it knows how that supply chain is supposed to look?
2. Given the third-party’s judging criteria covered traceability and auditing, and not actual supply,we should not assume that the OEMs under review even use conflict minerals in the first place. Indeed, the Congo supplies a very small percentage of most the industry’s raw materials. Media reports on the unpublished study are not clear on either point.
3. Did anyone really think they could change a supply chain overnight?