The Critical Minerals Front of European Rearmament
How the EU Critical Raw Materials Act is reshaping defence supply-chain resilience
17 pages · PDF · 06 June 2026 · Licensed single-user copy, watermarked to the buyer
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About this report
Europe’s defence-industrial recovery will not be determined only by higher military budgets, new procurement programmes or the expansion of final assembly capacity.
It will also depend on whether European and allied industry can secure the upstream materials that make advanced defence production possible: rare earths for permanent magnets, gallium and germanium for high-performance electronics, titanium for aerospace structures, tungsten for ammunition and kinetic systems, and a wider set of strategic inputs embedded in sensors, radar, missiles, drones, satellites, naval platforms and propulsion systems.
Key questions this report answers
- Which upstream materials (rare earths, gallium, germanium, titanium, tungsten) are critical to advanced European defence production?
- How does Chinese leverage over critical minerals create a defence materials problem for European rearmament?
- What regulatory core and implementation/bankability challenges shape securing these supply chains?
- What allied alternative architecture could reduce European dependence on non-allied mineral supplies?
Inside this report
- Executive Summary
- The Regulatory Core
- Chinese Leverage and the Defence Materials Problem
- Implementation and Bankability
- The Defence-Industrial Convergence
- The Allied Alternative Architecture
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 (06 June 2026). You receive a 17-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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