Critical minerals (CMs) have become a strategic priority for the European Union (EU) amid the green and digital transitions. These resources – including lithium, cobalt, rare earths and nickel – are essential for clean energy technologies, defence systems and electronics. Yet, their processing and refining are highly concentrated in a few countries, leaving the EU especially vulnerable to supply disruptions and fuelling geopolitical tensions.
Recent shocks, including the COVID-19 pandemic and the war in Ukraine, have further exposed the fragility of supply chains. At the same time, extracting and trading CMs pose severe environmental and social challenges, from high carbon footprints to local community impacts. EU trade policy is therefore confronted with a trilemma: how to safeguard economic competitiveness, ensure environmental sustainability and enhance security of supply.
This policy brief summarises research tracing how the European Commission’s trade discourse on CMs has evolved to address the trilemma (Laurens, 2025). Initially, communications focused narrowly on free trade and market access for raw materials. Gradually, sustainability and security considerations entered the narrative. Most recently, the EU has embraced a hybrid framing, simultaneously highlighting economic, environmental and security objectives in its trade discourse on CMs.
Although this hybrid discursive approach can help build broader support for CM policies and agreements by appealing to diverse stakeholders, it also demands careful policy design to minimise trade-offs and deliver on its promises. Without credible implementation and genuine integration of economic, environmental and security objectives, hybrid framing risks remaining largely rhetorical and failing to steer policy in practice.
Key policy messages:
Critical minerals (CMs) have become a strategic priority for the European Union (EU) amid the green and digital transitions. These resources – including lithium, cobalt, rare earths and nickel – are essential for clean energy technologies, defence systems and electronics. Yet, their processing and refining are highly concentrated in a few countries, leaving the EU especially vulnerable to supply disruptions and fuelling geopolitical tensions.
Recent shocks, including the COVID-19 pandemic and the war in Ukraine, have further exposed the fragility of supply chains. At the same time, extracting and trading CMs pose severe environmental and social challenges, from high carbon footprints to local community impacts. EU trade policy is therefore confronted with a trilemma: how to safeguard economic competitiveness, ensure environmental sustainability and enhance security of supply.
This policy brief summarises research tracing how the European Commission’s trade discourse on CMs has evolved to address the trilemma (Laurens, 2025). Initially, communications focused narrowly on free trade and market access for raw materials. Gradually, sustainability and security considerations entered the narrative. Most recently, the EU has embraced a hybrid framing, simultaneously highlighting economic, environmental and security objectives in its trade discourse on CMs.
Although this hybrid discursive approach can help build broader support for CM policies and agreements by appealing to diverse stakeholders, it also demands careful policy design to minimise trade-offs and deliver on its promises. Without credible implementation and genuine integration of economic, environmental and security objectives, hybrid framing risks remaining largely rhetorical and failing to steer policy in practice.
Key policy messages:
The world is moving away from a single, post-2000 consensus around multilateralism and poverty reduction. What replaces it depends on which coalition wins the argument, and then bakes that argument into institutions and finance. So what are the visions for the global development architecture in 2030 that we see? One is ‘Aid Retrenchment with Nationalist Conditionality’. Assistance is folded into foreign, trade, and interior policy. Grants shrink, multilateral agencies are sidelined, and cooperation becomes bilateral deals tied to migration control, geopolitical alignment, or access to minerals. Rights, gender, and climate justice recede. A second world is ‘Strategic Multilateralism’. The multilateral development banks stay central, but their remit narrows to macro-stability, crisis response, and “risk containment”. Concessional finance is rationed to countries seen as fragile or geostrategic. Aid rhetoric turns technocratic and securitised and health framed as biosecurity. A third vision is ‘Pluralist Development Cooperation’. There is no single system, but many partially overlapping regimes: Chinese, Indian, Gulf, regional, and club initiatives. Low and middle income countries gain bargaining space by choosing across offers. The trade-off is fragmentation. Rules on debt workouts, safeguards, and transparency diverge, and global public goods struggle for predictable funding. Finally, a fourth vision is ‘Global Solidarity 2.0’. Development cooperation is rebuilt around shared risks such as climate stability, pandemics, antimicrobial resistance, and debt contagion. North and South co-lead a pooled Global Public Goods Facility. Contributions reflect income and carbon profile, and access reflects exposure to cross-border risk. The donor-recipient binary fades, even if frictions persist.
The world is moving away from a single, post-2000 consensus around multilateralism and poverty reduction. What replaces it depends on which coalition wins the argument, and then bakes that argument into institutions and finance. So what are the visions for the global development architecture in 2030 that we see? One is ‘Aid Retrenchment with Nationalist Conditionality’. Assistance is folded into foreign, trade, and interior policy. Grants shrink, multilateral agencies are sidelined, and cooperation becomes bilateral deals tied to migration control, geopolitical alignment, or access to minerals. Rights, gender, and climate justice recede. A second world is ‘Strategic Multilateralism’. The multilateral development banks stay central, but their remit narrows to macro-stability, crisis response, and “risk containment”. Concessional finance is rationed to countries seen as fragile or geostrategic. Aid rhetoric turns technocratic and securitised and health framed as biosecurity. A third vision is ‘Pluralist Development Cooperation’. There is no single system, but many partially overlapping regimes: Chinese, Indian, Gulf, regional, and club initiatives. Low and middle income countries gain bargaining space by choosing across offers. The trade-off is fragmentation. Rules on debt workouts, safeguards, and transparency diverge, and global public goods struggle for predictable funding. Finally, a fourth vision is ‘Global Solidarity 2.0’. Development cooperation is rebuilt around shared risks such as climate stability, pandemics, antimicrobial resistance, and debt contagion. North and South co-lead a pooled Global Public Goods Facility. Contributions reflect income and carbon profile, and access reflects exposure to cross-border risk. The donor-recipient binary fades, even if frictions persist.
The world is moving away from a single, post-2000 consensus around multilateralism and poverty reduction. What replaces it depends on which coalition wins the argument, and then bakes that argument into institutions and finance. So what are the visions for the global development architecture in 2030 that we see? One is ‘Aid Retrenchment with Nationalist Conditionality’. Assistance is folded into foreign, trade, and interior policy. Grants shrink, multilateral agencies are sidelined, and cooperation becomes bilateral deals tied to migration control, geopolitical alignment, or access to minerals. Rights, gender, and climate justice recede. A second world is ‘Strategic Multilateralism’. The multilateral development banks stay central, but their remit narrows to macro-stability, crisis response, and “risk containment”. Concessional finance is rationed to countries seen as fragile or geostrategic. Aid rhetoric turns technocratic and securitised and health framed as biosecurity. A third vision is ‘Pluralist Development Cooperation’. There is no single system, but many partially overlapping regimes: Chinese, Indian, Gulf, regional, and club initiatives. Low and middle income countries gain bargaining space by choosing across offers. The trade-off is fragmentation. Rules on debt workouts, safeguards, and transparency diverge, and global public goods struggle for predictable funding. Finally, a fourth vision is ‘Global Solidarity 2.0’. Development cooperation is rebuilt around shared risks such as climate stability, pandemics, antimicrobial resistance, and debt contagion. North and South co-lead a pooled Global Public Goods Facility. Contributions reflect income and carbon profile, and access reflects exposure to cross-border risk. The donor-recipient binary fades, even if frictions persist.
Les « safaris humains » attirant de riches « chasseurs » étrangers qui venaient tirer sur des civils dans Sarajevo assiégée étaient connus dès la fin de l'année 1993. Alors que l'enquête ouverte par la justice italienne relance le dossier, les explications d'un ancien agent des renseignements militaires bosniens.
- Articles / Une - Diaporama - En premier, Une - Diaporama, Bosnie-Herzégovine, Osservatorio Balcani e Caucaso, Siège sarajevo, Défense, police et justiceLes « safaris humains » attirant de riches « chasseurs » étrangers qui venaient tirer sur des civils dans Sarajevo assiégée étaient connus dès la fin de l'année 1993. Alors que l'enquête ouverte par la justice italienne relance le dossier, les explications d'un ancien agent des renseignements militaires bosniens.
- Articles / Une - Diaporama - En premier, Une - Diaporama, Bosnie-Herzégovine, Osservatorio Balcani e Caucaso, Siège sarajevo, Défense, police et justice