In parallel, Europe desperately needs to build its own REE capacity - mining and refining.
It can’t rely only on a G7 pathway because the US can’t be trusted.
But securing REE from China with some of the bargaining chips we have is useful to buy time.
@sandertordoir.bsky.socialA post-IMF meetings thought on EU-China diplomacy. For Europe there’s no growth in China — the opposite.
But the EU could offer to not escalate or even loosen ASML exports to China in exchange for (preferential) access to rare earths.
A mutually beneficial bargain.
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