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[BUSINESS] · Germany, United States, Ecuador · 4 sources

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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

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