REPORT🚨📑: For @cfr.org, I list rare earth promises Beijing has broken ("The Busan Façade") since the October 2025 Trump-Xi "truce"... (...along with promises the Trump admin claimed China made, but Beijing never confirmed) And what it means for Xi-Trump Summit www.cfr.org/reports/dism...

Dismantling China’s Supply-Chain Weapon | Council on Foreign Relations

The Council on Foreign Relations (CFR) is an independent, nonpartisan member organization, think tank, and publisher.

cfr.org

“Our market share in Europe [...] dropped to zero percent in the last quarter. In other words, we aren't selling anything at all in Europe,” says Frank Heemskerk, Executive Vice President at ASML. We discussed the future of the tech sector at De Balie. Watch here: www.youtube.com/watch?v=nAbG...

#SOTEU: Europe is over 80% dependent on China for many critical raw materials. We need to build up reserves, but we cannot do it alone, says @vonderleyen.ec.europa.eu, announcing a European Corporation on Critical Raw Materials. @joristeer.bsky.social's emergency plan ↓ shorturl.at/0JJ2m

Beijing’s critical raw material weapon - And how to dismantle it

China’s critical raw material export squeeze has proven a powerful geo-economic weapon. Initially retaliation against US tariffs and tech restrictions, Beijing’s leverage now advances its far greater ...

shorturl.at

Good to talk to @kimmackrael at @wsj.com for this important story: "If Europe does not radically alter its China, trade, and industrial policies, Beijing’s industrialization at the cost of everyone else will only accelerate,” Teer said www.wsj.com/world/china/...

Belgium’s Arrest of Alleged Chinese Chip-Tech Thief Fuels European Fear of Beijing

Prosecutors suspect the man, detained while leaving for Beijing in May, was siphoning secrets to a Chinese company.

wsj.com

📢 We’re hiring! We’re looking for a communications professional to lead outreach for the EU-funded SCOPE project. Come help boost the visibility & impact of the EU Global Threats Programme. 📍 Brussels ⏳ Apply by 18 September, Midday CEST 🔗 sl1nk.com/7l8qme9

Reuters: US firm to take over some Venezuela oilfields previously run by Chinese and Russian firms – ‘It also gives Washington a direct role in determining who produces and sells Venezuela’s oil’

EXCLUSIVE: Officials: US firm to take over some Venezuela oilfields previously run by Chinese, Russian firms

The takeover will be part ‌of a sweeping oil production agreement that President Donald Trump announced with Venezuela.

reuters.com

China’s control over critical raw materials has become a powerful geo-economic weapon. What began as retaliation against the US has evolved into actions that deepen global dependence on Beijing, explains @joristeer.bsky.social. ➡️ Our emergency plan: shorturl.at/27Qzl

📢 Europe's rearmament depends on critical raw materials, most of which are China-controlled. As Beijing weaponises these dependencies, Europe must urgently diversify its supply chains. @joristeer.bsky.social outlines the strategy to break China's CRM chokehold. www.iss.europa.eu/publications...

Reuters: German engineering body VDMA urges broader EU duties and tougher action on China – ‘In an updated position paper, the industry group said the European Commission's current practice ​of investigating market distortions product by product was too slow’

German engineering body urges broader EU duties, tougher action on China

Germany's VDMA engineering body on Wednesday urged swifter and more forceful action by ‌the EU against what it called unfair competition from China, recommending countervailing duties on product group...

reuters.com

Excellent long-read in the @financialtimes.com on real fall-out of Beijing's mineral squeeze. More of this needed in mainstream papers! Revealing (yet unfortunately still anecdotal and partially anonymous) account of ongoing mineral disruption in industries below... www.ft.com/content/a501...

(1/9) How China became the world's near-exclusive supplier of gallium. 🧵

1/7 Great to see our "EU Semiconductor Geopolitical Risk Survey: Outlook for 2026-2031" covered by @reuters.com, @politico.eu, Rare Earth Exchanges! To make good industrial/trade policies, policymakers must graple with how industry perceives the geopolitical/internal threat landscape...

Thanks for inviting us Commissioner @andriuskubilius.ec.europa.eu; and for setting up @gspataf95.bsky.social! Happy to share thoughts on Beijing's push to derail Europe's rearmament through export controls; and more dangers of Beijing's "critical raw material weapon" Please find summary below:

Andrius Kubilius@andriuskubilius.ec.europa.eu · 3mo ago

“Intellectual” Big-Bang on European defence continues!  Deep discussions with #EU_ISS 🇪🇺 on their paper 🔗 www.iss.europa.eu/publications... We are on the same page on many ideas for material, institutional and political #DefenceReadiness!  Ideas lead to actions! We are ready!

Pleased to have had the opportunity to brief @andriuskubilius.ec.europa.eu on our work at EUISS with colleagues @sbeverts.bsky.social @gspataf95.bsky.social @joristeer.bsky.social Strengthening Europe's defences is not easy but Europeans can rise to the challenge with determination and pragmatism

Andrius Kubilius@andriuskubilius.ec.europa.eu · 3mo ago

“Intellectual” Big-Bang on European defence continues!  Deep discussions with #EU_ISS 🇪🇺 on their paper 🔗 www.iss.europa.eu/publications... We are on the same page on many ideas for material, institutional and political #DefenceReadiness!  Ideas lead to actions! We are ready!

It was a true pleasure to brief @andriuskubilius.ec.europa.eu and his cabinet on our @euiss.bsky.social work. Grateful that the commissioner finds the time to engage with the think tank community. @sbeverts.bsky.social @lscazzieri.bsky.social @joristeer.bsky.social

Andrius Kubilius@andriuskubilius.ec.europa.eu · 3mo ago

“Intellectual” Big-Bang on European defence continues!  Deep discussions with #EU_ISS 🇪🇺 on their paper 🔗 www.iss.europa.eu/publications... We are on the same page on many ideas for material, institutional and political #DefenceReadiness!  Ideas lead to actions! We are ready!

Pierre Sel (Montaigne) and Joris Teer (EUISS) – The EU Semiconductor Geopolitical Risk Survey: Outlook for 2026–2031

The EU Semiconductor Geopolitical Risk Survey: Outlook for 2026–2031

Taiwan, export restrictions, global tensions… Learn about the main geopolitical risks that could undermine the European semiconductor industry.

institutmontaigne.org

Reuters: Chinese and US risks mean EU chip sector faces a ‘bleak future’, report says – ‘also found that ​factors including Europe’s continuing high energy prices, lack of private capital, and the decline of industries that ​use chips have undermined the sector’s competitiveness.’

Chinese and US risks mean EU chip sector faces a 'bleak future,' report says

Chinese ‌export controls, dependence on the U.S. for technology and the structural weakness of Europe's domestic chip industry mean it faces a "bleak future," an EU-funded report found on Thursday.

reuters.com

For Europe, China is always important but never urgent. That must change. The EU needs to stop procrastinating & take actions to defend its interests against a power that increasingly weaponises trade, technology & interdependence, writes @sbeverts.bsky.social. ➡️ shorturl.at/Ss1mL

Happy to see "The EU Semiconductor Geopolitical Risk Survey: Outlook for 2026-2031", our new CHIPDIPLO-foresight tool, extensively covered by @reuters.com Full survey results here: www.institutmontaigne.org/en/publicati... @sbeverts.bsky.social / @csds.bsky.social / @mtdtl.bsky.social

EU Institute for Security Studies@euiss.bsky.social · 3mo ago

New survey of Europe's semiconductor sector points to a high-risk future. "While Beijing still appears to be the biggest threat, dependence on Washington seems to have become of much greater concern under the 2nd Trump administration," explains @joristeer.bsky.social www.reuters.com/world/china/...

New survey of Europe's semiconductor sector points to a high-risk future. "While Beijing still appears to be the biggest threat, dependence on Washington seems to have become of much greater concern under the 2nd Trump administration," explains @joristeer.bsky.social www.reuters.com/world/china/...

Chinese and US risks mean EU chip sector faces a 'bleak future,' report says

Chinese export controls, technological dependence on the U.S. and the structural weakness of Europe's chip industry mean it faces a "bleak future" unless it can act swiftly to shore up domestic suppli...

reuters.com

China mines or refines 17 of the 34 materials classified as critical by the EU. Current diversification efforts aren't enough. Europe needs a coalition with the US, Japan & other partners to build viable supply chains outside China. @joristeer.bsky.social explains how: shorturl.at/Nears

China dominates mining or refining for 17 of the 34 materials classified as critical by the EU. Eight are now subject to Chinese export controls. "China is pulling the rug out from under Europe’s rearmament efforts," warns @joristeer.bsky.social. asia.nikkei.com/business/aer...

China minerals control threatens EU rearmament, as bloc seeks new sources

Europe urged to work closely with Japan, form ties with Malaysia, India

asia.nikkei.com

Great fun to join @jordanschneider.bsky.social on ChinaTalk, one of my favourite podcasts on China. The key question: How to make critical material production outside of China financially viable, despite Beijing's ability to flood global markets... podcasts.apple.com/us/podcast/r...

Rare Earths: What is To Be Done?

Podcast Episode · ChinaTalk · June 22 · 1h

podcasts.apple.com

The G7's pledge to reduce dependence on China’s critical raw materials is a welcome step. But current diversification efforts remain insufficient to replace China-dominated production & deter coercion, argues @joristeer.bsky.social. More in our emergency action plan ⤵️ shorturl.at/Nears

How can Europe make critical raw material production financially viable outside China? A key question at the launch of @joristeer.bsky.social 🆕 Chaillot Paper. A recurring theme was that Europe has long been aware of the risks but has moved too slowly. Time to turn awareness into action.

On why China's sharp curtailment of critical raw material exports was about much more than punishing the United States... Please find the full effects below...

EU Institute for Security Studies@euiss.bsky.social · 4mo ago

Europe was never just collateral damage in the US-China trade war. Beijing's critical mineral squeeze deepens dependence on China while advancing its core interests, including 'reunification' with Taiwan. @joristeer.bsky.social explains ⤵️ Read the analysis ➡️ shorturl.at/7hv51

Europe was never just collateral damage in the US-China trade war. Beijing's critical mineral squeeze deepens dependence on China while advancing its core interests, including 'reunification' with Taiwan. @joristeer.bsky.social explains ⤵️ Read the analysis ➡️ shorturl.at/7hv51

True that what’s missing above all is resolve by Member States to use what economic security instruments we do have. It’s the psychology of weakness. But it doesn’t have to be this way. Here a good example of what we can do to dismantle China’s CRM weapon: www.iss.europa.eu/publications...

Beijing’s critical raw material weapon - And how to dismantle it

China’s critical raw material export squeeze has proven a powerful geo-economic weapon. Initially retaliation against US tariffs and tech restrictions, Beijing’s leverage now advances its far greater ...

iss.europa.eu

Alan Beattie@alanbeattie.bsky.social · 4mo ago

My Trade Secrets today. The EU's equipping itself with new weapons for a trade tussle with China. Is it, though? Is it really? We've been hearing this for a decade. What's really missing isn't new regulations so much as real stomach among the member states for a fight. (Looking at YOU, Germany.)

Mandatory reading for any #EV or industrial policy makers. Or, really, any American, European or Brit.

Joris Teer@joristeer.bsky.social · 4mo ago

(1/19) Europe finally seems ready to act against China’s predatory economic policies (Industrial Accelerator Act, etc)… Great! But beware: Beijing can escalate much further in derailing European defence and other industries… Its critical raw material weapon remains intact…

Belangrijk rapport. Kern: Europa moet kritieke grondstoffen behandelen als een veiligheidskwestie, niet alleen als een marktkwestie. Heb ChatGPT de aanbevelingen voor EU eruit laten halen. Wel zelf controle gedaan. Opmerking: in EU kritieke materialen delven en vooral het raffineren is erg smerig.

Joris Teer@joristeer.bsky.social · 4mo ago

(19/19) The core of the action plan: joint tariffs and other demand-side protections, with Japan, US, and many others First on raw materials, but then also on semiconductors, chemicals etc... Find our EUISS flagship "Chaillot Paper" publication here: www.iss.europa.eu/sites/defaul...