—
Preparation for the 2025 EU–China Summit - Tackling China's critical raw materials export restrictions
Europe’s dependence on China for critical raw materials is not new. It’s structural. And it’s becoming a strategic vulnerability. China controls a significant share of global CRM supply and has used this dominance to restrict exports, from rare earths in 2011 to gallium, germanium and graphite in 2023. This pattern exposes EU industries to bottlenecks, price shocks and loss of competitiveness. Fro…