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Reposted by Joris Teer

EU Institute for Security Studies @euiss.bsky.social · 30/09/2026

If China completely cut off rare earth permanent magnet exports, the impact on the US & EU alone could reach $3.5 trillion/year. What will it take to dismantle Beijing’s critical raw material weapon? @joristeer.bsky.social speaks to DW after the Trump-Xi meeting. Watch: www.dw.com/en/what-will...

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Joris Teer @joristeer.bsky.social · 23/09/2026

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...

cfr.org

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.

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De Balie @debalie.bsky.social · 23/09/2026

“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...

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EU Institute for Security Studies @euiss.bsky.social · 16/09/2026

#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

shorturl.at

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 ...

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Joris Teer @joristeer.bsky.social · 08/09/2026

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/...

wsj.com

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.

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EU Institute for Security Studies @euiss.bsky.social · 31/08/2026

📢 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

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Sense Hofstede @sensehofstede.nl · 01/09/2026

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’

reuters.com

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.

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EU Institute for Security Studies @euiss.bsky.social · 20/08/2026

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

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EU Institute for Security Studies @euiss.bsky.social · 29/07/2026

📢 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...

Infographic titled "China-dominated materials in European weapon systems". It shows China's share of global refining for key critical raw materials: cobalt (77%), gallium (99–100%), germanium (74%), heavy rare earths (99–100%), light rare earths (85%), and lithium (70%). Lines connect these materials to defence components: communication systems, sensors, power electronics, batteries, and engines/electric motors, which in turn link to weapon systems including long-range missiles, drones, fighter jets, satellites, and AI servers, illustrating widespread dependence on Chinese-refined materials across European defence technologies. Alt text provided by AI.

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Sense Hofstede @sensehofstede.nl · 15/07/2026

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’

reuters.com

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...

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Joris Teer @joristeer.bsky.social · 15/07/2026

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...

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EU Institute for Security Studies @euiss.bsky.social · 14/07/2026

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

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Joris Teer @joristeer.bsky.social · 13/07/2026

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...

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Joris Teer @joristeer.bsky.social · 13/07/2026

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:

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Reposted by Joris Teer

Luigi Scazzieri @lscazzieri.bsky.social · 11/07/2026

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

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Giuseppe Spatafora @gspataf95.bsky.social · 11/07/2026

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

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Reposted by Joris Teer

Sense Hofstede @sensehofstede.nl · 02/07/2026

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.’

reuters.com

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.

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EU Institute for Security Studies @euiss.bsky.social · 02/07/2026

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

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Joris Teer @joristeer.bsky.social · 02/07/2026

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

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EU Institute for Security Studies @euiss.bsky.social · 02/07/2026

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/...

reuters.com

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...

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Reposted by Joris Teer

EU Institute for Security Studies @euiss.bsky.social · 29/06/2026

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

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EU Institute for Security Studies @euiss.bsky.social · 24/06/2026

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...

asia.nikkei.com

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

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

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Joris Teer @joristeer.bsky.social · 23/06/2026

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...

podcasts.apple.com

Rare Earths: What is To Be Done?

Podcast Episode · ChinaTalk · June 22 · 1h

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Reposted by Joris Teer

EU Institute for Security Studies @euiss.bsky.social · 19/06/2026

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

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EU Institute for Security Studies @euiss.bsky.social · 05/06/2026

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.

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Joris Teer @joristeer.bsky.social · 27/05/2026

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...

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Reposted by Joris Teer

EU Institute for Security Studies @euiss.bsky.social · 27/05/2026

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

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Steven Everts @sbeverts.bsky.social · 21/05/2026

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...

iss.europa.eu

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

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John Voelcker @johnvoelcker.bsky.social · 22/05/2026

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

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HildeKalthoff @hildekalthoff.bsky.social · 22/05/2026

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.

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Joris Teer @joristeer.bsky.social · 23/05/2026

Where have I seen this movie before?🧐 Some industry insiders warned EUISS that -barring a radical change in EU policy- chemicals will go the way of gallium / rare earths / most materials.. Chemicals as important! Europe is not "de-risking", China is expanding its chokepoints!

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Sander Tordoir @sandertordoir.bsky.social · 22/05/2026

This is one of the richest and most comprehensive papers about Europes China raw minerals dependency. With a firm set of ideas on how to dismantle the weapon.

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Joris Teer @joristeer.bsky.social · 22/05/2026

(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…

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EU Institute for Security Studies @euiss.bsky.social · 21/05/2026

Building an 'allied industrial bloc' with Japan & the US while inviting partners such as Malaysia, the DRC, Brazil, Indonesia & India to join, is key to dismantling Beijing's critical raw material weapon. @joristeer.bsky.social Chaillot Paper featured in Euronews. www.euronews.com/my-europe/20...

euronews.com

'Global race for critical raw materials is about power' - Commission

The European Commission official framed access to critical raw materials as a 'vital investment' for long-term economic resilience, helping the European Union avoid future supply shocks. #EuropeNews

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EU Institute for Security Studies @euiss.bsky.social · 18/05/2026

The Xi-Trump Summit has done little to loosen China’s grip on critical raw materials. Beijing uses export controls to deepen global dependence on China while building a self-reliant fortress. Europe is not just collateral damage, warns @joristeer.bsky.social. www.iss.europa.eu/publications...

iss.europa.eu

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

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Steven Everts @sbeverts.bsky.social · 13/05/2026

With good write up of new EUISS paper on China’s critical minerals weapon - and how to dismantle it. @joristeer.bsky.social has a plan how get out of Beijing’s stranglehold ↘️

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Oliver Grimm @grimmse.bsky.social · 13/05/2026

Two decades after Barroso's speech to the future CCP elite, Europe's welfare and security hinge on Beijing, warns @joristeer.bsky.social in an excellent new study for the @euiss.bsky.social. Read more about it in today's "Morning Post Europe" ➡️ open.substack.com/pub/europemo...

open.substack.com

How Europe fell into China's Trap

Good morning!

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EU Institute for Security Studies @euiss.bsky.social · 12/05/2026

China’s critical raw material export squeeze has proven a powerful geo-economic weapon. What began as retaliation against US tariffs & tech restrictions is now a broader strategy to advance Beijing’s core interests. We propose an emergency plan ⤵️ 🔗 www.iss.europa.eu/publications...

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EU Institute for Security Studies @euiss.bsky.social · 11/05/2026

Beijing has transformed control over critical raw materials into a powerful geoeconomic weapon. How can it be countered? Join @joristeer.bsky.social, @dsorennie.bsky.social, @sandertordoir.bsky.social & Abby Seadler Wulf as we launch our 🆕 Chaillot Paper. 🗓️ Register: linkedin.com/events/74570...

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EU Institute for Security Studies @euiss.bsky.social · 05/05/2026

📅 Webinar: Beijing's critical raw material weapon – and how to dismantle it Join us for the launch of @joristeer.bsky.social's Chaillot Paper with @dsorennie.bsky.social, @sandertordoir.bsky.social & Abby Seadler Wulf. 🕝 12 May, 14:30 CEST/08:30 EDT 📌 Registration: www.linkedin.com/events/74570...

EUISS Webinar: Beijing's critical raw material weapon – and how to dismantle it
Date and time: 12 May 2026, 14:30-15:45 CEST / 08:30-09:45 EDT
With: David Rennie, Abby Seadler Wulf, Joris Teer and Sander Tordoir

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Centre for Statecraft & National Security @csns-uk.bsky.social · 21/04/2026

📝 NEW | We're delighted to publish a new report edited by Prof Alessio Patalano and Dr Oliver Yule-Smith. Featuring, among others, contributions from @jamescrabtree.bsky.social @mtdtl.bsky.social @ktristantang.bsky.social @joristeer.bsky.social & @shinji0818.bsky.social. csns.uk/2026/04/21/s...

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EU Institute for Security Studies @euiss.bsky.social · 03/04/2026

🚨 Call for experts The Institute is building a pool of experts on global security threats for its EU-funded project SCOPE. Diverse profiles wanted, from counterterrorism & CBRN to critical infrastructure & climate security. 🔗 More info: ow.ly/a89A50YBPmJ

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Sense Hofstede @sensehofstede.nl · 30/03/2026

Professional news! CHOICE announces my new job looking after AMO’s China Team in Brussels with my article published today, ‘China’s Major-Country Diplomacy Leaves No Room for European Characteristics’. Excited to discuss EU-China diplomacy and related issues in our continent’s capital.

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Sense Hofstede @sensehofstede.nl · 13/03/2026

Reuters: Dutch chip equipment maker BESI attracts takeover interest as advanced chip packaging demand surges, sources say – ‘U.S. chip-equipment maker Lam Research […] is among the suitors […]. Other potentially interested parties include equipment manufacturer Applied Materials’

reuters.com

Exclusive: BESI attracts takeover interest as advanced chip packaging demand surges, sources say

BE Semiconductor Industries has been fielding takeover interest, as demand for ‌its chip-packaging technology has become more critical for semiconductor equipment makers, according to three people fam...

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Sense Hofstede @sensehofstede.nl · 13/03/2026

China is playing a role in the military balance in Europe in several ways already, now also in the Balkans.

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EU Institute for Security Studies @euiss.bsky.social · 11/03/2026

🔴 Live now! Join us as we discuss the implications for the EU of the war in the Middle East ⤵️ www.youtube.com/live/wH9ykAe...

youtube.com

Middle East war: strategic consequences for the EU

YouTube video by EU Institute for Security Studies

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EU Institute for Security Studies @euiss.bsky.social · 11/03/2026

As uncertainty grows around the US role in European security, how should the EU work with NATO? Europe must both reinforce the partnership & continue to prepare for greater responsibility in defence, argues @gspataf95.bsky.social ➡️ ow.ly/YchS50Yskhc

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EU Institute for Security Studies @euiss.bsky.social · 11/03/2026

Proud to take part in the EU Ambassadors Conference this week and contribute to key policy debates. Great exchanges with @sbeverts.bsky.social on navigating EU–China relations, and with @joristeer.bsky.social on strengthening economic security in times of conflict.

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