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The need for a strategic recycling approach to take up the challenge of critical metals

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Édito Énergie
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In September 2010, China stopped all exports of rare earths and associated products to Japan, depriving Japan’s industry of essential raw materials. This decision highlighted the tensions around the trade of critical materials and China’s monopoly on a group of particular metals. Western countries had already taken some initiatives so as to reduce, or at least to analyse their vulnerabilities in the segment of critical materials. 

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As early as 2008, the European Commission developed the initiative for critical materials (Raw Materials Initiative), which is based on three pillars: the sustainable and legal production of mineral raw materials, the control of European Union supply routes and a strategy of resource efficiency through recycling. It has also led to the preparation and adoption of a list of critical materials.

This brief is available in French only: Face au défi des métaux critiques, une approche stratégique du recyclage s’impose

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978-2-36567-954-1

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Raphaël DANINO-PERRAUD

Raphaël DANINO-PERRAUD

Intitulé du poste

Associate Research Fellow, Energy and Climate Center, Ifri

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Climate & Energy
Center for Energy & Climate
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Ifri's Energy and Climate Center carries out activities and research on the geopolitical and geoeconomic issues of energy transitions such as energy security, competitiveness, control of value chains, and acceptability. Specialized in the study of European energy/climate policies as well as energy markets in Europe and around the world, its work also focuses on the energy and climate strategies of major powers such as the United States, China or India. It offers recognized expertise, enriched by international collaborations and events, particularly in Paris and Brussels.

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Can carbon markets make a breakthrough at COP29?

Date de publication
30 October 2024
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Voluntary carbon markets (VCMs) have a strong potential, notably to help bridge the climate finance gap, especially for Africa.

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Taiwan's Energy Supply: The Achilles Heel of National Security

Date de publication
22 October 2024
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Making Taiwan a “dead island” through “a blockade” and “disruption of energy supplies” leading to an “economic collapse.” This is how Colonel Zhang Chi of the People’s Liberation Army and professor at the National Defense University in Beijing described the objective of the Chinese military exercises in May 2024, following the inauguration of Taiwan’s new president, Lai Ching-te. Similar to the exercises that took place after Nancy Pelosi’s visit to Taipei in August 2022, China designated exercise zones facing Taiwan’s main ports, effectively simulating a military embargo on Taiwan. These maneuvers illustrate Beijing’s growing pressure on the island, which it aims to conquer, and push Taiwan to question its resilience capacity.

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India’s Broken Power Economics : Addressing DISCOM Challenges

Date de publication
15 October 2024
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India’s electricity demand is rising at an impressive annual rate of 9%. From 2014 to 2023, the country’s gross domestic product (GDP) surged from 1.95 trillion dollars ($) to $3.2 trillion (constant 2015 US$), and the nation is poised to maintain this upward trajectory, with projected growth rates exceeding 7% in 2024 and 2025.  Correspondingly, peak power demand has soared from 136 gigawatts (GW) in 2014 to 243 GW in 2024, positioning India as the world’s third-largest energy consumer. In the past decade, the country has increased its power generation capacity by a remarkable 190 GW, pushing its total installed capacity beyond 400 GW. 

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The Troubled Reorganization of Critical Raw Materials Value Chains: An Assessment of European De-risking Policies

Date de publication
30 September 2024
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With the demand for critical raw materials set to, at a minimum, double by 2030 in the context of the current energy transition policies, the concentration of critical raw materials (CRM) supplies and, even more, of refining capacities in a handful of countries has become one of the paramount issues in international, bilateral and national discussions. China’s dominant position and successive export controls on critical raw materials (lately, germanium, gallium, rare earths processing technology, graphite, antimony) point to a trend of weaponizing critical dependencies.

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