Europe’s big rare earth discovery seen as ‘game changer’ in bid to address China’s dominance
Europe has been almost entirely dependent on China for critical minerals for years, but a newly unearthed million-tonne deposit in Sweden could help reduce that reliance
Critical Metals: the need for an International Minerals Agency
Marc-Antoine Eyl-Mazzega, director of Ifri's Center for Energy & Climate, explains why the creation of an International Minerals Agency would be essential to the regulation of this strategic global issue and how it could facilitate the dialogue between producers and consumers, bringing together States, industrialists, multilateral and non-governmental organizations.
Rare earths: Beijing threatens a new front in the trade war
China believes its near-monopoly gives it leverage over the US but supply cuts would spur rival producers.
The Troubled Reorganization of Critical Raw Materials Value Chains: An Assessment of European De-risking Policies
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.
The Aluminum Value Chain: A Key Component of Europe’s Strategic Autonomy and Carbon Neutrality
The United States of America (US), Canada and the European Union (EU) all now consider aluminum as strategic. This metal is indeed increasingly used, especially for the energy transition, be it for electric vehicles (EVs), electricity grids, wind turbines or solar panels.
Critical Raw Materials: What Chinese Dependencies, What European Strengths?
In adapting to growing geopolitical competition over digital technology, the EU and the UK are striving for economic security and technological sovereignty. European policies focus on reducing critical over-dependencies on China. This de-risking is a necessary process of adaptation to the new geopolitical realities.
The Prospects of Indonesia’s Nickel Boom Amidst a Systemic Challenge from Coal
Indonesia is a country that is booming economically and demographically. This not only matters for regional, political, and energy security, but also increasingly, for the world’s energy transitions, due to Indonesia’s large metal reserves, as well as its equally important coal consumption in industry and for power generation.
Over the last 20 years, Indonesia’s economy has been characterized by very dynamic growth, massive increases in its electricity demand, and coal consumption and exports. Hence, its greenhouse gas (GHG) emissions are on a steady growth trajectory, although the country has committed to lowering them by 32% (unconditional) or 41% (conditional) by 2030.
With its Organization for Economic Cooperation and Development (OECD) membership application, occurring in the context of global energy transition requirements and geopolitical confrontations, Indonesia is today at a crossroads.
The South versus the West?
In 2023, forums that amplify the voice of the “Global South” have proliferated and grown louder. As contradictory and divided as they may be, these forums (BRICS+, Shanghai Cooperation Organization (SCO), G20, the Group of 77, the European Silk Road Summit…) attest to the emergence of new power relations, and especially new directions in foreign policy, with states rejecting alignment with the dominant powers of the past in favor of putting their own interests first. A new world is taking shape, with changeable, still uncertain, contours.
EU-Mercosur: An Unsolvable Trilemma Between Competition Rules, Normative Ambitions and Supply Chain Diversification
The EU-Mercosur trade deal was believed to be heading toward the finish. The election of Luiz Inácio Lula da Silva as the president of Brazil, as successor to the right-wing populist Jair Bolsonaro, and the Spanish presidency of the European Union (EU), raised hopes for its conclusion. But the reservations expressed by several EU member states and some Latin American countries have dashed hopes.
China’s Weaponization of Gallium and Germanium: The Pitfalls of Leveraging Chokepoints
China’s recent announcement of raw material export controls highlights important pitfalls of weaponized interdependence and demonstrates that not all chokepoints are created equal.
The Troubled Reorganization of Critical Raw Materials Value Chains: An Assessment of European De-risking Policies
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.
The Aluminum Value Chain: A Key Component of Europe’s Strategic Autonomy and Carbon Neutrality
The United States of America (US), Canada and the European Union (EU) all now consider aluminum as strategic. This metal is indeed increasingly used, especially for the energy transition, be it for electric vehicles (EVs), electricity grids, wind turbines or solar panels.
Critical Raw Materials: What Chinese Dependencies, What European Strengths?
In adapting to growing geopolitical competition over digital technology, the EU and the UK are striving for economic security and technological sovereignty. European policies focus on reducing critical over-dependencies on China. This de-risking is a necessary process of adaptation to the new geopolitical realities.
The Prospects of Indonesia’s Nickel Boom Amidst a Systemic Challenge from Coal
Indonesia is a country that is booming economically and demographically. This not only matters for regional, political, and energy security, but also increasingly, for the world’s energy transitions, due to Indonesia’s large metal reserves, as well as its equally important coal consumption in industry and for power generation.
Over the last 20 years, Indonesia’s economy has been characterized by very dynamic growth, massive increases in its electricity demand, and coal consumption and exports. Hence, its greenhouse gas (GHG) emissions are on a steady growth trajectory, although the country has committed to lowering them by 32% (unconditional) or 41% (conditional) by 2030.
With its Organization for Economic Cooperation and Development (OECD) membership application, occurring in the context of global energy transition requirements and geopolitical confrontations, Indonesia is today at a crossroads.
The Arctic: Critical Metals, Hydrogen and Wind Power for the Energy Transition
According to a 2008 estimate, the Arctic hosts approximately 412 billion barrels of oil equivalent of conventional oil and gas resources. And since then, following the so-called shale revolution and technology improvements, numbers have gone even higher.
Rare Earths and the East China Sea: Why hasn't China embargoed shipments to Japan?
As tensions persist between China and Japan in the East China Sea, it is interesting to note that one of the most symbolic actions of the previous crisis has yet to make an appearance this time around.
Rare Earths and the WTO: Tougher case than it looks
Deepening their partnership, Ifri and the Canon Institute for Global Studies (CIGS) are launching a series of op-eds, written both by Ifri and CIGS experts. This new series aims at providing the European and Asian public with original and different visions on the rapidly evolving international affairs.
Spat in the East China Sea Offers Lesson on Raw Material Dependence
There is a valuable lesson to be learned about raw material dependence from the tensions between China and Japan in the East China Sea. It’s not about the oil and gas that is thought to be stored under the seabed in disputed waters, but rather the so-called “rare earth elements”, of which China produces 97% of the global supply.
Rare Earths and Clean Energy: Analyzing China's Upper Hand
An ominous resource crunch in the so-called “rare earth elements” is now threatening the development of a number of key industries from energy to defense to consumer electronics. As key components in the latest generation of technologies, including specialized magnets for windmills and hybrid cars, lasers for range finders and “smart” munitions, and phosphors for LCD screens, demand for these rare metals is expected to grow rapidly in the years to come.
Europe’s big rare earth discovery seen as ‘game changer’ in bid to address China’s dominance
Europe has been almost entirely dependent on China for critical minerals for years, but a newly unearthed million-tonne deposit in Sweden could help reduce that reliance
Rare earths: Beijing threatens a new front in the trade war
China believes its near-monopoly gives it leverage over the US but supply cuts would spur rival producers.
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