The resilience of supply chains is analyzed in a model of strategic technology investments in markets with essential resources. With a monopoly supplier, dual sourcing is a strategy to reduce switching costs in the long-run. It serves as an insurance mechanism against future opportunism by providing access to competitive global markets. Investments in dual sourcing are required to limit abuse of market power by the active source provider, even though the option of dual sourcing may not be exercised in equilibrium. The analysis has implications for the European natural gas market. Liquefied natural gas terminals may serve a strategic purpose of limiting ex-post opportunism even when delivering gas by pipeline is more efficient.

通过对拥有重要资源的市场进行战略技术投资的模型来分析供应链的弹性。对于垄断供应商，双重采购是一种降低长期转换成本的策略。它通过提供进入竞争性全球市场的机会，成为防范未来机会主义的保险机制。需要对双重采购进行投资，以限制主动来源提供商滥用市场力量，即使双重采购的选择可能无法平衡地行使。该分析对欧洲天然气市场具有影响。即使通过管道输送天然气效率更高，液化天然气终端也可以起到限制事后机会主义的战略目的。