Written by: Petra Nagy Jevremov
Supervised by: Vittoria Montinari, Philip Sääw, Nicola Bonsegna, and Stephen Crowley
Edited by: Ivo Kesler
Abstract
This paper explores the implications of China’s April 2025 Rare Earth Element (REE) export restrictions for European defence security. While targeting the US, the measures expose Europe’s reliance on both Chinese REEs and US defence technologies. The paper argues that this disruption presents a strategic opportunity for Europe to reduce critical material dependencies, strengthen its defence industrial base, and advance strategic autonomy. It assesses the role of REEs in military systems, Europe’s current vulnerabilities, and potential responses, including diversification, domestic processing, and innovation. Despite challenges such as environmental constraints and institutional fragmentation, the crisis offers a rare chance for Europe to reinforce defence resilience and redefine its role in an evolving global security landscape.
