Resilience Is Designed Between the Dominoes
Dr. Anju Sharma MrsSustainability
The last 12 months have made one thing increasingly clear:
1) The most resilient companies are not necessarily those that avoid disruption.
2) They are the ones that stop one failure from becoming five.
That is where substitutability becomes interesting.
A cyberattack on Collins Aerospace in Sept 2025 disrupted automated check-in systems across several European airports. Brussels cancelled dozens of flights and Berlin suffered prolonged delays. Dublin was affected too, but reported limited disruption while some processes continued manually.
Same technology dependency.
Different propagation.
The first domino fell everywhere.
It did not travel equally far.
Manufacturing offered another lesson.
Jaguar Land Rover’s 2025 cyberattack led to a prolonged production shutdown, with the effects travelling beyond JLR into its supplier ecosystem. Even a year later, Reuters describes the company as recovering from the disruption.
Neither incident is directly comparable.
But they expose something Boards should care about:
Recovery is not binary. Propagation is.
Does a technology failure remain a technology problem?
Or does it become a production problem, then a supplier problem, then a customer problem, then a cash-flow problem?
Aerospace gives us the reverse example.
When normal transport became too slow and buffer stocks tightened, Airbus and Boeing used giant Antonov An-124 aircraft to move critical aerostructures.
Expensive? Absolutely.
But the alternative was allowing logistics delays to become assembly-line delays.
This week GE Aerospace went even further agreeing to acquire precision-castings supplier CPP for $12 billion as it tries to secure access to one of the industry’s most constrained manufacturing capabilities.
Different actions.
Manual fallback.
Restart capability.
Alternative logistics.
Vertical integration.
But strategically, they do the same thing:
They insert a circuit breaker between dominoes.
That may be a more useful way for Boards to think about resilience.
Not:
How many risks do we have?
But:
Where does each risk stop?
If the cloud fails, does production continue?
If the supplier fails, can another source carry volume?
If logistics breaks, is another route economically executable?
If one expert leaves, does the knowledge leave too?
Because organisations will never eliminate every first domino.
The governance advantage is building enough substitutability, optionality and operating muscle that the second one does not automatically fall.
Resilience is not preventing every domino from falling. It is deciding, in advance, where the chain will stop.
Dr. Anju Sharma
Originally published on LinkedIn on 2026-09-10 02:59:33: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A38770045-7503648329365581824
NamasteIndia Circularity: Old Ships Are Now Linked to New Ships
June2026, NamasteIndia has created a policy loop between old vessels and new vessels.
Under the scheme, shipowners recycling vessels at Hong Kong Convention-compliant Indian yards can receive a creditnote equivalent to 40% of the vessel’s fair scrap value. The note can be redeemed against new vessel construction in India, subject to a 5% cap on the new vessel cost and defined validity.
Process
→ compliant recycling yard
→ recovered steel and materials
→ credit note
→ new shipbuilding in India
India has also launched a Unified Ship Recycling Portal to support the credit-note mechanism and improve transparency, governance and processing.
NewRegulatoryBase
The Hong Kong Convention entered into force on 26 June 2025. It brings ship recycling under a stronger compliance framework covering:
Inventory of Hazardous Materials
authorised recycling facilities
ship-specific recycling plans
worker safety
environmental controls
certification and reporting
India’s 2026 ship-recycling framework strengthens this direction by aligning yard operations, hazardous-material handling, worker safety and reporting with a formal compliance system.
The global market is highly concentrated. Bangladesh, India, Pakistan and Türkiye together account for over 91% of global ship-recycling activity, with Bangladesh and India leading the market.
India’s position is anchored by Alang_Sosiya in Gujarat, one of the world’s largest ship-recycling clusters.
Key facts:
Bangladesh continues to lead by recycled tonnage.
India remains a top global player and major South Asian recycling hub.
More than 110 Indian recycling yards hold Hong Kong Convention Statements of Compliance.
No Indian ship-recycling yard is currently on the EU European List, while the latest EU list includes 41 approved facilities across Europe, Türkiye and the US.
Alang saw only one ship beached in May 2026, the lowest monthly intake since operations began in 1983.
How the world approaches ship recycling:
IMO: Hong Kong Convention as the global baseline.
Europe: EU-flagged large vessels must use approved facilities on the European List.
Türkiye: regulated regional recycling hub with multiple EU-listed facilities.
South Asia: volume centre, but under scrutiny for beaching, worker safety and hazardous waste.
India: large recycling base, HKC-compliant yards, credit-note linkage and domestic shipbuilding opportunity.
The fact pattern is clear.
India has scale.
India has compliant-yard capacity.
India has a new circular-policy incentive.
The next measurable shift will depend on vessel inflows, EU-list recognition, digital traceability, worker-safety proof and stronger linkage between recycled material & Indian shipbuilding.
Originally published on LinkedIn on 2026-06-20 05:10:51: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A2474261-7473965569030057984
KtalystInsights™: The SEC May Delete the ClimateRule. It Cannot Delete the Climate Bill.
Dr. Anju Sharma MrsSustainability
The SEC may step back from climate disclosure.
The climate bill will not.
So is climate-disclosure investment now a waste for business?
No — not if it was built as business intelligence.
Yes — if it was built only as compliance paperwork.
That is the real boardroom distinction.
Treat the proposed rollback of the 2024 SEC climate-disclosure rule as a corporate victory, and boards may commit a serious diagnostic error.
Removing a reporting line does not remove the risk.
It only switches off one smoke detector while the fire keeps rewriting the balance sheet.
The real climate bill will not arrive only through regulators.
It will arrive through the market:
Insurance repricing → premiums rewriting asset economics
Asset impairment → climate exposure entering valuation
Supply-chain disruption → resilience becoming operating cost
Transition capex → delayed action becoming expensive action
Capital scrutiny → lenders, customers & investors asking harder questions
The SEC argument is legally important:
Securities regulator ≠ climate regulator.
The pushback is not just one finance lobby. It is a broad anti-burden coalition: business chambers, energy incumbents, large issuers & multi-sector companies worried about cost, liability, complexity & regulatory overreach.
Their legal argument may be fair.
Their risk assumption is not.
Less disclosure ≠ less risk.
It may simply convert structured risk into a darker information vacuum.
For global enterprises, the paradox is sharper:
US federal softening
+ EU CSRD pressure
+ California SB 253/SB 261
+ ISSB-aligned markets
+ investor due diligence
= higher demand for credible proof
So the boardroom question has changed.
Not:
What must we disclose?
Rather:
Can we prove asset resilience, cash-flow durability & capital readiness under climate stress?
The next advantage will not belong to the company with the thickest sustainability report.
It will belong to the company with the strongest evidence architecture.
When reporting becomes lighter, credibility becomes heavier.
Strong companies will use climate data as a trust premium.
Weak companies may use deregulation as a hiding place.
A hiding place is not a strategy.
Markets may tolerate opacity during political transitions.
They do not tolerate blind risk forever.
KtalystKlues™
Climate reporting as compliance = possible sunk cost.
Climate intelligence as strategy = business infrastructure.
Reporting relief ≠ risk relief.
Deregulation ≠ de-risking.
Lower disclosure ≠ lower liability.
No rule ≠ no bill.
The SEC may delete the rule.
The market will still present the invoice.
Source / shared link: https://www.reuters.com/legal/government/wall-st-regulator-proposes-scrap-biden-era-climate-rule-2026-05-29/?utm_source=chatgpt.com
Originally published on LinkedIn on 2026-05-30 15:32:40: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A82951-7466511909744427009
KnowledgeSeries 4.1: EY – Embedding Sustainability into Business DNA 🌍♻️
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Originally published on LinkedIn on 2025-03-22 13:27:08: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A95089-7309203984957816833
