The Clean Energy Supply Chain Europe Still Doesn’t Control

Market Intelligence Analysis

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Why This Matters

The article highlights Europe's reliance on China for clean energy minerals and materials, emphasizing the need for strategic autonomy and industrial renaissance to reduce vulnerability.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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As stated earlier last month, Europe’s reliance on China for the minerals and materials underpinning the clean energy transition is no accident; it was a policy choice. And just as it chose dependency, Europe can choose resilience. The contours of that choice are now sharp and urgent: this is not about isolationism, but about strategic autonomy, industrial renaissance, and practical competitiveness. Europe’s vulnerability lies not in geology but in policy and capacity. Europe is not barren of lithium, nickel, graphite, rare earths,…

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Original article published by OilPrice.com on February 3, 2026.
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