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Critical metals supply chain security drives EU and US policy
The European Union is intensifying its focus on raw material security, adding antimony and tungsten to its list of 34 critical raw materials. Under the Critical Raw Materials Act, tungsten is also designated as a strategic resource. The EU has set targets for 2030 to mine at least 10% of its own needs, process 40%, and achieve 25% through recycling, while ensuring no more than 65% of any strategic material is sourced from a single third country.
Global competition for these resources is increasing. In the United States, data from 2025 indicates a heavy reliance on imports, with 16 non-energy raw materials being entirely dependent on net imports and 54 being more than 50% dependent. Chinese export restrictions on materials like antimony and tungsten have further driven interest in Western supply chains.
In this landscape, companies like Aurania Resources and Blue Moon Metals are positioning themselves within the market. Aurania Resources is focusing on early-stage exploration and reprocessing in Europe, though its Lost Cities-Cutucú project in Ecuador is currently suspended due to local political and economic conditions. Blue Moon Metals is developing the Nussir copper project and aims to establish a critical metals hub in Springer, USA.
Entities
Aurania Resources Ltd. · Blue Moon Metals Inc. · Ecuador · European Union · United States
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 2 SOURCES] Exploration at Aurania's Lost Cities-Cutucú project in Ecuador is suspended due to political and economic conditions. www.presse-control.de · www.mittelstandcafe.de
- [● 3 SOURCES] In 2025, the US was fully dependent on net imports for 16 non-energy raw materials and over 50% dependent for 54 others. www.presse-board.de · www.presse-control.de · www.mittelstandcafe.de
- [● 3 SOURCES] Tungsten is classified as a strategic raw material under the Critical Raw Materials Act. www.presse-board.de · www.presse-control.de · www.mittelstandcafe.de
- [● 3 SOURCES] Aurania Resources focuses on early-stage exploration and reprocessing opportunities in Europe. www.presse-board.de · www.presse-control.de · www.mittelstandcafe.de
- [● 3 SOURCES] Blue Moon Metals is constructing the Nussir copper project and plans to develop Springer as a US hub for critical metals. www.presse-board.de · www.presse-control.de · www.mittelstandcafe.de
- [● 3 SOURCES] The EU aims to mine 10%, process 40%, and recycle 25% of its own raw material needs by 2030. www.presse-board.de · www.presse-control.de · www.mittelstandcafe.de
- [● 3 SOURCES] The EU targets that no more than 65% of annual consumption for a strategic raw material comes from a single third country. www.presse-board.de · www.presse-control.de · www.mittelstandcafe.de
- [● 3 SOURCES] The EU lists antimony and tungsten among 34 critical raw materials. www.presse-board.de · www.presse-control.de · www.mittelstandcafe.de