Can the EU counter China's rare-earth chokehold with new mines & processing plants? The EU has identified projects but "we don't have the framework to ensure they're viable against state-sponsored Chinese competition," says @joristeer.bsky.social to @economist.com. www.economist.com/briefing/202...

"The EU has done the analytical work to identify critical material projects", says Mr. Teer of EUISS. "But we do not have the (financial) framework to make sure those are viable against state-sponsored Chinese competition" Good to speak to @economist.com www.economist.com/briefing/202...

We'll be live soon! Join @joristeer.bsky.social & @gspataf95.bsky.social at 13.45 CET to unpack the strategic, industrial & geopolitical implications of the rare earth ceasefire between the US and China, & what it means for Europe. 📺 Watch here: www.youtube.com/live/t2--42b...

Europe depends on critical raw materials largely controlled by China. Will Beijing keep its word to delay new export controls? What does this uncertainty mean for Europe’s de-risking plans? With @joristeer.bsky.social & @gspataf95.bsky.social 🗓️ 12 Nov | 13:45 CET 📺 youtube.com/live/t2--42b...

Pleased to have been quoted in this piece by the New York Times on European defence and China’s rare earth controls. I’m glad to be alongside @joristeer.bsky.social and others in the article!

The Dutch government is prepared to drop ministerial control order targeting Nexperia if China allows exports of its chips – Bloomberg [NB: The Instruction is separate from the more impactful court order, which is not mentioned in this article. Does the Chinese side understand that fully?]

“Everything hangs on this,” said Joris Teer, a researcher at the EU Institute for Security Studies, the European Union’s think tank for security policy. Without a flow of critical minerals, he said, “there is no rearmament.”

Great to speak to @nytimes.com on "How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup" More quotes in link! (happy to be cited alongside great @danielfiott.bsky.social of @csds.bsky.social!) @euiss.bsky.social / @sbeverts.bsky.social www.nytimes.com/2025/11/06/b...

Happy to contribute to urgent @merics.bsky.social Forum, expertly hosted by Grzegorz Stec and colleagues! I argue that risky promote policies (price floors, state investment, guaranteed offtake) that "plug holes" are necessary... But not enough... merics.org/en/comment/m... @euiss.bsky.social

"Billions in new budget allocations to defense spending should be committed to breaking China’s supply chain chokehold on critical raw materials, says Teer of the EUISS" Good to speak to @Bloomberg www.bloomberg.com/opinion/arti... @euiss.bsky.social / @sbeverts.bsky.social

Als je echt wilt weten hoe het nu zit met China’s strategie om die kritieke grondstoffen als geopolitieke machtsmiddel te gebruiken luister hier dan naar @joristeer.bsky.social. Europa heeft echt een probleem; het is laat maar nog niet te laat…

Veel te weinig aandacht voor benarde positie van Europa’s medtech, defensie, halfgeleider en vele andere vitale industrieën deze verkiezingscampagne! En al helemaal niet voor China die het tapijt daaronder wegtrekt… Gelukkig bij Boekestijn en de Wijk wel! @euiss.bsky.social @sbeverts.bsky.social

De handelsoorlog tussen de VS en China komt gevaarlijk dichtbij de aan- en uitknop van de Europese economie. @ajboekestijn.bsky.social en @robdewijk.bsky.social in gesprek met @joristeer.bsky.social van het EU Instituut voor Veiligheidsstudies. www.bnr.nl/podcast/boek...

Straks om 11 uur op BNR en later als podcast met Q& A. Belangrijke uitzending met @joristeer.bsky.social

Good piece on the rare earths threat from China @euiss.bsky.social www.iss.europa.eu/publications...

China has opted for a major tightening of export controls on critical raw materials. This has strategic implications across the economy and affects our ability to defend ourselves. Here @joristeer.bsky.social breaks down China’s motives and EU response options. ↘️

China has hit Europe (almost) as hard as the US with rare earth and other material export curbs. Which of President Xi's goals does this serve? Find our latest @euiss.bsky.social analysis here: www.iss.europa.eu/publications... @sbeverts.bsky.social @euiss.bsky.social

Wie had dat gedacht?

Nieuwe Chinese exportbeperkingen op kritieke grondstoffen vormen een grote bedreiging voor Europa. @ajboekestijn.bsky.social en @robdewijk.bsky.social praten erover met @joristeer.bsky.social van het EU Instituut voor Veiligheidsstudies. Vragen stellen kan hier! www.bnr.nl/podcast/boek...

Many thanks Noah!

Is Europe merely "collateral damage" in China's escalating rare earth export controls? @joristeer.bsky.social breaks down the 8 weapons Beijing has packed in this single geo-economic tool, and how its sweeping use serves President Xi's far-reaching strategic goals. www.iss.europa.eu/publications...

German industrial output falls to 2005 levels as auto sector craters by 18.5 per cent – FT: ‘Germany’s economy has been stuck in stagnation for more than three years.’

China is upping the ante in the fight for critical raw materials. It’s part of wider Chinese strategy to extract maximum leverage from its dominant position. This is a major problem for Europe, not just the US. @joristeer.bsky.social goes through the numbers and sets out a path forward.

🚨📕: PUBLICATION ALERT - Why Europe is not merely "collateral damage" in the US-China rare earth saga. China’s critical raw material weapon(s) serve Xi's much larger goals! www.iss.europa.eu/publications... @euiss.bsky.social / @sbeverts.bsky.social

"In a world where China and the United States are moving fast and hitting hard, the EU has been too slow, too timid, and too wedded to a rulebook the others have torn up," writes @noahbarkin.bsky.social:

Thousands of Chinese worker will be sent to Europe to build EV battery plants, but Xi Jinping insists on keeping crown jewel technologies at home. This decreases Europe's chances of achieving reverse tech transfer, @joristeer.bsky.social tells the @financialtimes.com. 🔗 www.ft.com/content/0f26...

The geopolitics of supply chains is heating up and China is sharpening its tools as well as its strategic intent. @joristeer.bsky.social who’s the economic security lead @euiss.bsky.social, talking here to the FT ↘️

Great to speak to the FT, sharing quotes on geopolitical aims behind Chinese industrial policy - and what this means for Europe's chances of achieving reverse tech transfer through Chinese investments in EU, like CATL's in Spain www.ft.com/content/0f26... @euiss.bsky.social @sbeverts.bsky.social

China is tightening its grip on critical raw materials. Export restrictions risk crippling Europe’s rearmament, warns @joristeer.bsky.social in @fd.nl. 🔗 Read the article: fd.nl/bedrijfsleve...

🚨🚨 @FD_Nieuws: "Europese bedrijven in de knel nu Chinese export zeldzame aardmetalen stokt". China’s grondstoffenwapen raakt defensie-bedrijven waarsch extra hard! fd.nl/bedrijfsleve... Hoe zo snel mogelijk mogelijk op te lossen? Zie @EU_ISS aanbevelingen: www.iss.europa.eu/sites/defaul...

"Technological underpinnings of European autonomy and US-China competition" Antonio Calcara, Joris Teer & Ivan Zaccagnini www.tandfonline.com/doi/full/10.... @acalcara.bsky.social @joristeer.bsky.social

#EUISS2025 brought Europe’s strategic community together to rethink the EU’s global role. 🎥 Some highlights from a day of ideas, insights & exchanges on how the EU can act with power & purpose.

🔴 NOW LIVE: High Representative @kajakallas.bsky.social takes the stage at #EUISS2025. 🎥 Watch the livestream: www.youtube.com/watch?v=6AKx...

Entirely unsurprising. For years companies have told me they are “dual-sourced”, only pointing to first/second-tier suppliers. If USGS/EU say 100% heavy rare earth refining and 98% gallium production happens in CN, you are NOT dual sourced.

💡 The EU can address both its security & competitiveness crises with a new tool: increased defence budgets. Europe has the opportunity to spark a dual-use tech boom that could boost its deterrence and industrial growth, argue @joristeer.bsky.social & @gspataf95.bsky.social. www.iss.europa.eu/pu...

💡 As geopolitics shift, the EU is rethinking its approach to engagement with the #GCC, writes @katarzyna-sidlo.bsky.social. After years of stalled bloc-to-bloc talks, the EU is now shifting to a flexible dual-track strategy: regional and 1-on-1 partnerships. www.iss.europa.eu/publications...

⚠️ The EU's strategy to reduce risks in critical raw material supply chains is not producing results fast enough, warns @joristeer.bsky.social. In a recent expert workshop, we identified 9 key policies to fully de-risk gallium, germanium and #rareearths by 2030. ⬇️ www.iss.europa.eu/activities/e...

🎙️ @joristeer.bsky.social joined @studioenergie.bsky.social for a deep-dive into how China built its critical raw materials dominance, a strategic advantage Beijing increasingly wields as a weapon. How did Europe become so dependant and can we break free? 🔗 Listen: open.spotify.com/episode/5Wic...

EU–GCC relations are evolving. After years of bloc-to-bloc talks, the EU is shifting course & pursuing both regional & 1-on-1 partnerships. This is more than diplomacy, it’s the EU adapting to stay relevant in a changing world, says @katarzyna-sidlo.bsky.social. www.iss.europa.eu/publications...

Europe is ramping up defence spending but this isn’t just about security. It’s a chance to spark a dual-use tech boom that could power Europe’s competitiveness. A thread🧵⤵️

Read more in @joristeer.bsky.social & @gspataf95.bsky.social new Brief. ow.ly/irZR50Wkgfs

Ready to support the strategic direction of the Institute? We are looking for our new Head of people & administration. ⏰ Apply by 28 August, 12:00 CEST 🔗 ow.ly/IHG550WlAyM #EUjobs

Hear hear. Working in dual-use tech innovation ánd production needs to become hyper attractive quickly, we are already 3yrs (😑) behind schedule.

More defence spending is necessary - but it could be done right or wrong. One good way is for Europe to invest on dual-use technologies, essential for contemporary warfare but also key to enhance our competitiveness. @joristeer.bsky.social www.iss.europa.eu/publications...

NATO's 5% pledge is a massive opportunity for Europe. The stars align to address both Europe's security AND competitiveness crises by kickstarting a dual-use tech boom through defence R&D. Our new @euiss.bsky.social www.iss.europa.eu/publications...? With @gspataf95.bsky.social

China trekt het tapijt weg onder de herbewapening van Europa, stelt @joristeer.bsky.social in deze nieuwe aflevering van #BuitenlandMetBoswijk 👇🏼 open.spotify.com/episode/7x5Q...

Rising defence budgets can tackle both Europe's security & competitiveness crisis. Others have done it: the US, China & Ukraine turned threats into tech & industrial booms. Europe can do it too explain @joristeer.bsky.social & @gspataf95.bsky.social ⤵️ ow.ly/irZR50Wkgfs

Europe’s dual crises: security & competitiveness. Increased defence budgets can tackle both by driving a #DualUse tech boom. With EU support for innovation, talent & capital, it’s a chance to strengthen deterrence & growth say @joristeer.bsky.social & @gspataf95.bsky.social. 🔗 ow.ly/irZR50Wkgfs

How can Europe use the additional money for defence in a way that also makes its industries for the 4th industrial revolution? @joristeer.bsky.social and I wrote a brief for @euiss.bsky.social on tackling the security & competitiveness crisis, & driving a dual-use tech boom. 👇

Beijing's restriction of raw material supplies to our critical sectors undermines Europe's rearmament & by extension our deterrence capability, warns @joristeer.bsky.social on Dutch TV.