Critical Raw Materials, Refining and Recycling
The material basis of chips, batteries, defence, space, grids and clean technologies
19 pages · PDF · 04 July 2026 · Licensed single-user copy, watermarked to the buyer
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About this report
Europe’s critical raw materials problem is no longer a narrow question of mining access. It is a structural exposure in the industrial stages that turn minerals into usable strategic inputs for chips, batteries, defence systems, space assets, electricity grids and clean technologies.
The decisive vulnerabilities increasingly sit between extraction and final equipment: processing, refining, separation, battery-grade conversion, magnet production, high-purity materials, certified metals, alloys, powders, precursors and recycling. This is where geopolitical concentration, industrial know-how, permitting risk, energy costs and capital allocation now intersect.
Key questions this report answers
- Where do Europe's critical-raw-materials vulnerabilities sit across processing, refining, separation, magnet production and recycling?
- How do geopolitical concentration, industrial know-how, permitting, energy costs and capital allocation intersect in the midstream stages?
- Whether Europe's policy and industrial response matches the actual bottlenecks between extraction and final equipment?
- What are the strategic and finance implications for chips, batteries, defence, space and grid inputs?
Inside this report
- Europe’s Strategic Exposure
- Where the Bottlenecks Actually Sit
- Whether the European Response Matches the Bottlenecks
- The Defence Finance Monitor View
Who it's for
Strategy, corporate-development and investment teams that need an ecosystem-level view — budgets, industrial capacity and technology landscapes — before committing capital or capacity.
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Methodology, format & delivery
DFM reports are built from primary and official sources — TED procurement notices, CORDIS and the EU Funding & Tenders Portal, EIB operations, the NATO Innovation Fund portfolio, SIPRI data, official budget documents and company disclosures — read together with the underlying legal texts. Sources are cited in the document; it reflects them as of its publication date (04 July 2026). You receive a 19-page PDF, watermarked to you on every page, delivered on the confirmation page and by e-mail immediately after checkout (personal link valid 72 hours, up to 5 downloads). Guest checkout, single-user licence — Terms of Sale.
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