Fact Check: EU Calls for Strategic Reserves of Rare Earths to Prevent Economic Blackmail from China
What We Know
The European Union (EU) has indeed recognized its heavy reliance on China for rare earth elements, which are essential for various industries, including automotive, defense, and renewable energy. On June 23, 2025, EU Commissioner for Industrial Strategy, Stéphane Séjourné, stated that EU countries should establish joint strategic reserves of rare earths to mitigate supply chain disruptions and potential "economic blackmail" from China (Reuters). This call to action was prompted by China's recent export restrictions on rare earth magnets, which highlighted the EU's vulnerability in this sector (Mitrade).
In response to these concerns, the EU has initiated projects to secure alternative sources of raw materials outside its borders, aiming to enhance its competitiveness in critical industries (Mitrade). The urgency of this situation is underscored by the upcoming EU-China summit, where leaders are expected to discuss access to rare earths and negotiate stable supply terms, reflecting the EU's strategic pivot in light of China's leverage in this market (Mitrade).
Analysis
The claim that the EU is calling for strategic reserves of rare earths to prevent economic blackmail from China is supported by multiple credible sources. The statements made by Commissioner Séjourné are reported in various outlets, including Reuters and Mitrade, both of which are reputable news organizations. These sources provide a consistent narrative regarding the EU's strategy to create reserves as a defensive measure against China's export policies.
The reliability of the sources is high, as they are established news organizations that adhere to journalistic standards. However, it is important to note that while the EU's intentions are clear, the effectiveness of such strategic reserves in practice remains to be seen. The EU's historical dependence on Chinese rare earths complicates the situation, as transitioning to a more self-sufficient model will require significant time and investment.
Moreover, the geopolitical context adds another layer of complexity. China's use of rare earths as a diplomatic tool has been documented, raising concerns about the potential for future economic coercion (Mitrade). This context reinforces the urgency of the EU's call for strategic reserves.
Conclusion
The claim that the EU is advocating for strategic reserves of rare earths to prevent economic blackmail from China is True. The evidence from multiple credible sources confirms that the EU is taking steps to address its reliance on Chinese rare earths by proposing joint reserves among member states. This initiative is a direct response to recent Chinese export restrictions and reflects a broader strategy to enhance the EU's economic resilience.
