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CEP discussion paper
Input uncertainty and firm performance: evidence from critical minerals

We study the effect of perceived input uncertainty about critical minerals on firm performance, separating second-moment risk from first-moment shocks and general firm-level uncertainty. Using earnings call transcripts m...Read more...

Viet Nguyen-Tien

2 July 2026

CEP discussion paper
Cleaner energy, higher risk? Firm-level exposure to critical minerals

To what extent has the rise of clean energy technologies created new vulnerabilities in global supply chains? In this paper, I study the role of a new type of 'input uncertainty' associated with critical minerals that un...Read more...

Viet Nguyen-Tien

3 November 2025