Europe is struggling to secure critical raw materials needed for AI, electric vehicles, and software-defined vehicles, even as demand for these materials rises.
The gap between Europe's supply-chain ambitions and its actual production capacity is widening, raising stakes for global control over raw materials and energy resources.
What happened
Europe's efforts to secure its supply chain for critical raw materials are falling behind as demand from AI, software-defined vehicles, and electric vehicles rises sharply.
Why it matters
Control over raw materials and local production capacity is becoming a strategic concern for Europe's tech and manufacturing sectors, with global supply-chain security now at stake for companies worldwide.
What to watch
The article does not specify timelines, investment amounts, or concrete next steps for EU policy or supply initiatives.
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Europe's push for supply-chain security is encountering a structural lag: while AI, software-defined vehicles, and electric vehicles are accelerating demand for critical minerals, the EU's capacity to source and produce these materials locally has not kept pace. The article frames this as a broad strategic vulnerability, one that affects not only European companies but global supply-chain participants. Control over raw materials and energy has become a central concern for technological leadership and economic resilience.
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