The Trade War Nobody Predicted: Europe vs. China on Critical Minerals

The Quiet Decoupling

While Washington wages its tariff wars with maximum noise, Brussels is executing a critical minerals strategy with surgical precision. China controls 90% of rare earth processing, 70% of cobalt refining, and 60% of lithium processing.

The Canada Connection

Canada holds some of the world's largest deposits of nickel, cobalt, lithium, and rare earths. The EU-Canada Strategic Partnership on Raw Materials is already directing European investment into Canadian mining projects.