Joris Teer
@joristeer.bsky.social
Economic Security and Technology Analyst at EU Institute for Security Studies | Semiconductors, Critical Materials, Defense, China, Indo-Pacific, Trade/Supply chains | PhD-candidate EU in CN-US competition at CSDS
Great to speak to @nytimes.com on "How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup"
More quotes in link!
(happy to be cited alongside great @danielfiott.bsky.social
of @csds.bsky.social!)
@euiss.bsky.social / @sbeverts.bsky.social
www.nytimes.com/2025/11/06/b...
More quotes in link!
(happy to be cited alongside great @danielfiott.bsky.social
of @csds.bsky.social!)
@euiss.bsky.social / @sbeverts.bsky.social
www.nytimes.com/2025/11/06/b...
November 7, 2025 at 7:32 AM
Great to speak to @nytimes.com on "How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup"
More quotes in link!
(happy to be cited alongside great @danielfiott.bsky.social
of @csds.bsky.social!)
@euiss.bsky.social / @sbeverts.bsky.social
www.nytimes.com/2025/11/06/b...
More quotes in link!
(happy to be cited alongside great @danielfiott.bsky.social
of @csds.bsky.social!)
@euiss.bsky.social / @sbeverts.bsky.social
www.nytimes.com/2025/11/06/b...
Happy to contribute to urgent @merics.bsky.social Forum, expertly hosted by Grzegorz Stec and colleagues! I argue that risky promote policies (price floors, state investment, guaranteed offtake) that "plug holes" are necessary...
But not enough...
merics.org/en/comment/m...
@euiss.bsky.social
But not enough...
merics.org/en/comment/m...
@euiss.bsky.social
October 24, 2025 at 12:39 PM
Happy to contribute to urgent @merics.bsky.social Forum, expertly hosted by Grzegorz Stec and colleagues! I argue that risky promote policies (price floors, state investment, guaranteed offtake) that "plug holes" are necessary...
But not enough...
merics.org/en/comment/m...
@euiss.bsky.social
But not enough...
merics.org/en/comment/m...
@euiss.bsky.social
China has hit Europe (almost) as hard as the US with rare earth and other material export curbs.
Which of President Xi's goals does this serve?
Find our latest @euiss.bsky.social analysis here: www.iss.europa.eu/publications...
@sbeverts.bsky.social @euiss.bsky.social
Which of President Xi's goals does this serve?
Find our latest @euiss.bsky.social analysis here: www.iss.europa.eu/publications...
@sbeverts.bsky.social @euiss.bsky.social
October 17, 2025 at 6:51 AM
China has hit Europe (almost) as hard as the US with rare earth and other material export curbs.
Which of President Xi's goals does this serve?
Find our latest @euiss.bsky.social analysis here: www.iss.europa.eu/publications...
@sbeverts.bsky.social @euiss.bsky.social
Which of President Xi's goals does this serve?
Find our latest @euiss.bsky.social analysis here: www.iss.europa.eu/publications...
@sbeverts.bsky.social @euiss.bsky.social
🚨📕: PUBLICATION ALERT -
Why Europe is not merely "collateral damage" in the US-China rare earth saga. China’s critical raw material weapon(s) serve Xi's much larger goals!
www.iss.europa.eu/publications...
@euiss.bsky.social / @sbeverts.bsky.social
Why Europe is not merely "collateral damage" in the US-China rare earth saga. China’s critical raw material weapon(s) serve Xi's much larger goals!
www.iss.europa.eu/publications...
@euiss.bsky.social / @sbeverts.bsky.social
October 10, 2025 at 9:37 AM
🚨📕: PUBLICATION ALERT -
Why Europe is not merely "collateral damage" in the US-China rare earth saga. China’s critical raw material weapon(s) serve Xi's much larger goals!
www.iss.europa.eu/publications...
@euiss.bsky.social / @sbeverts.bsky.social
Why Europe is not merely "collateral damage" in the US-China rare earth saga. China’s critical raw material weapon(s) serve Xi's much larger goals!
www.iss.europa.eu/publications...
@euiss.bsky.social / @sbeverts.bsky.social
Great to speak to the FT, sharing quotes on geopolitical aims behind Chinese industrial policy - and what this means for Europe's chances of achieving reverse tech transfer through Chinese investments in EU, like CATL's in Spain
www.ft.com/content/0f26...
@euiss.bsky.social @sbeverts.bsky.social
www.ft.com/content/0f26...
@euiss.bsky.social @sbeverts.bsky.social
September 28, 2025 at 9:53 AM
Great to speak to the FT, sharing quotes on geopolitical aims behind Chinese industrial policy - and what this means for Europe's chances of achieving reverse tech transfer through Chinese investments in EU, like CATL's in Spain
www.ft.com/content/0f26...
@euiss.bsky.social @sbeverts.bsky.social
www.ft.com/content/0f26...
@euiss.bsky.social @sbeverts.bsky.social
🚨🚨 @FD_Nieuws: "Europese bedrijven in de knel nu Chinese export zeldzame aardmetalen stokt".
China’s grondstoffenwapen raakt defensie-bedrijven waarsch extra hard!
fd.nl/bedrijfsleve...
Hoe zo snel mogelijk mogelijk op te lossen? Zie @EU_ISS aanbevelingen: www.iss.europa.eu/sites/defaul...
China’s grondstoffenwapen raakt defensie-bedrijven waarsch extra hard!
fd.nl/bedrijfsleve...
Hoe zo snel mogelijk mogelijk op te lossen? Zie @EU_ISS aanbevelingen: www.iss.europa.eu/sites/defaul...
September 23, 2025 at 6:56 AM
🚨🚨 @FD_Nieuws: "Europese bedrijven in de knel nu Chinese export zeldzame aardmetalen stokt".
China’s grondstoffenwapen raakt defensie-bedrijven waarsch extra hard!
fd.nl/bedrijfsleve...
Hoe zo snel mogelijk mogelijk op te lossen? Zie @EU_ISS aanbevelingen: www.iss.europa.eu/sites/defaul...
China’s grondstoffenwapen raakt defensie-bedrijven waarsch extra hard!
fd.nl/bedrijfsleve...
Hoe zo snel mogelijk mogelijk op te lossen? Zie @EU_ISS aanbevelingen: www.iss.europa.eu/sites/defaul...
For more recent context, find my whole LinkedIn-post here: www.linkedin.com/posts/joris-...
And our nine policies, to fully derisk rare earth, gallium, and germanium value chains here (based on EU Commission / private sector / thinktank delphi-workshop): www.iss.europa.eu/sites/defaul...
And our nine policies, to fully derisk rare earth, gallium, and germanium value chains here (based on EU Commission / private sector / thinktank delphi-workshop): www.iss.europa.eu/sites/defaul...
August 5, 2025 at 10:24 AM
For more recent context, find my whole LinkedIn-post here: www.linkedin.com/posts/joris-...
And our nine policies, to fully derisk rare earth, gallium, and germanium value chains here (based on EU Commission / private sector / thinktank delphi-workshop): www.iss.europa.eu/sites/defaul...
And our nine policies, to fully derisk rare earth, gallium, and germanium value chains here (based on EU Commission / private sector / thinktank delphi-workshop): www.iss.europa.eu/sites/defaul...
Things can get a lot worse, very fast. US has -de facto- called a critical raw material emergency. Just waiting for the EU to do the same.
Our scenarios / how to make this succeed:
csds.vub.be/publication/...
And what EU def ministers should do: iss.europa.eu/publications...
Our scenarios / how to make this succeed:
csds.vub.be/publication/...
And what EU def ministers should do: iss.europa.eu/publications...
August 5, 2025 at 10:03 AM
Things can get a lot worse, very fast. US has -de facto- called a critical raw material emergency. Just waiting for the EU to do the same.
Our scenarios / how to make this succeed:
csds.vub.be/publication/...
And what EU def ministers should do: iss.europa.eu/publications...
Our scenarios / how to make this succeed:
csds.vub.be/publication/...
And what EU def ministers should do: iss.europa.eu/publications...
Entirely unsurprising.
For years companies have told me they are “dual-sourced”, only pointing to first/second-tier suppliers. If USGS/EU say 100% heavy rare earth refining and 98% gallium production happens in CN, you are NOT dual sourced.
For years companies have told me they are “dual-sourced”, only pointing to first/second-tier suppliers. If USGS/EU say 100% heavy rare earth refining and 98% gallium production happens in CN, you are NOT dual sourced.
August 5, 2025 at 10:03 AM
Entirely unsurprising.
For years companies have told me they are “dual-sourced”, only pointing to first/second-tier suppliers. If USGS/EU say 100% heavy rare earth refining and 98% gallium production happens in CN, you are NOT dual sourced.
For years companies have told me they are “dual-sourced”, only pointing to first/second-tier suppliers. If USGS/EU say 100% heavy rare earth refining and 98% gallium production happens in CN, you are NOT dual sourced.
Goed met @nieuwsuur.nl te spreken over Pekings afknijpen van grondstoffentoevoer naar onze vitale sectoren, in bijzonder de defensie-industrie. Dit ondermijnt Europa's herbewapening en dus ons afschrikkingsvermogen.
@euiss.bsky.social
nos.nl/nieuwsuur/vi...
@euiss.bsky.social
nos.nl/nieuwsuur/vi...
July 2, 2025 at 9:52 AM
Goed met @nieuwsuur.nl te spreken over Pekings afknijpen van grondstoffentoevoer naar onze vitale sectoren, in bijzonder de defensie-industrie. Dit ondermijnt Europa's herbewapening en dus ons afschrikkingsvermogen.
@euiss.bsky.social
nos.nl/nieuwsuur/vi...
@euiss.bsky.social
nos.nl/nieuwsuur/vi...
NAVO-top was een groot, maar incompleet succes: geen oplossing voor defensie-grondstoffen
Hague Declaration ("1.5% of GDP annually to [....] strengthen our defence industrial base") biedt wel een haakje om herbewapening te beschermen tegen China’s chantage
@euiss.bsky.social
fd.nl/politiek/156...
Hague Declaration ("1.5% of GDP annually to [....] strengthen our defence industrial base") biedt wel een haakje om herbewapening te beschermen tegen China’s chantage
@euiss.bsky.social
fd.nl/politiek/156...
June 30, 2025 at 1:24 PM
NAVO-top was een groot, maar incompleet succes: geen oplossing voor defensie-grondstoffen
Hague Declaration ("1.5% of GDP annually to [....] strengthen our defence industrial base") biedt wel een haakje om herbewapening te beschermen tegen China’s chantage
@euiss.bsky.social
fd.nl/politiek/156...
Hague Declaration ("1.5% of GDP annually to [....] strengthen our defence industrial base") biedt wel een haakje om herbewapening te beschermen tegen China’s chantage
@euiss.bsky.social
fd.nl/politiek/156...
Belangrijk @nieuwsuur.nl nl item waar ik aan bij mocht dragen + ontwikkelingen sindsdien in screenshot hieronder.
Conclusie: China is nu echt begonnen met het tapijt onder onze herbewapening wegtrekken door grondstoffen af te knijpen
Verdient veel meer aandacht op NAVO-top
@euiss.bsky.social
Conclusie: China is nu echt begonnen met het tapijt onder onze herbewapening wegtrekken door grondstoffen af te knijpen
Verdient veel meer aandacht op NAVO-top
@euiss.bsky.social
June 20, 2025 at 1:16 PM
Belangrijk @nieuwsuur.nl nl item waar ik aan bij mocht dragen + ontwikkelingen sindsdien in screenshot hieronder.
Conclusie: China is nu echt begonnen met het tapijt onder onze herbewapening wegtrekken door grondstoffen af te knijpen
Verdient veel meer aandacht op NAVO-top
@euiss.bsky.social
Conclusie: China is nu echt begonnen met het tapijt onder onze herbewapening wegtrekken door grondstoffen af te knijpen
Verdient veel meer aandacht op NAVO-top
@euiss.bsky.social
feedback based on your reading of the phase-1 report ([email protected]), to improve the final report. Please find all responses below. You can find the full participants list in Annex B.
March 14, 2025 at 9:31 AM
feedback based on your reading of the phase-1 report ([email protected]), to improve the final report. Please find all responses below. You can find the full participants list in Annex B.
7. Participants do not regard ESG requirements as an effective means of strengthening material supply security.
March 14, 2025 at 9:31 AM
7. Participants do not regard ESG requirements as an effective means of strengthening material supply security.
6. A ‘buy European’ policy and the imposition of tariffs in coordination with G7 and partner nations are seen as ‘moderate reward, high cost’ measures.
March 14, 2025 at 9:31 AM
6. A ‘buy European’ policy and the imposition of tariffs in coordination with G7 and partner nations are seen as ‘moderate reward, high cost’ measures.
5. State investment, financial support for overseas operations, and joint security standards within the G7 and with partners are ‘limited regret’ options that could help bolster supply security by 2030.
March 14, 2025 at 9:31 AM
5. State investment, financial support for overseas operations, and joint security standards within the G7 and with partners are ‘limited regret’ options that could help bolster supply security by 2030.
4. Investing heavily in research, technological advancement, and workforce development is a 'no regret' measure. Two ‘few regrets’ measures – stockpiling and expediting permitting procedures – are viewed as highly effective with minimal downsides.
March 14, 2025 at 9:31 AM
4. Investing heavily in research, technological advancement, and workforce development is a 'no regret' measure. Two ‘few regrets’ measures – stockpiling and expediting permitting procedures – are viewed as highly effective with minimal downsides.
3. Participants view financial support, including for mining and processing operations, as the most effective policy.
March 14, 2025 at 9:31 AM
3. Participants view financial support, including for mining and processing operations, as the most effective policy.
Workshop outcomes:
1. No policy offers a silver bullet. An integrated strategy combining ‘promote,’ ‘protect,’ and ‘partner’ measures could establish a vertically-integrated, China-independent supply chain by 2030.
1. No policy offers a silver bullet. An integrated strategy combining ‘promote,’ ‘protect,’ and ‘partner’ measures could establish a vertically-integrated, China-independent supply chain by 2030.
March 14, 2025 at 9:31 AM
Workshop outcomes:
1. No policy offers a silver bullet. An integrated strategy combining ‘promote,’ ‘protect,’ and ‘partner’ measures could establish a vertically-integrated, China-independent supply chain by 2030.
1. No policy offers a silver bullet. An integrated strategy combining ‘promote,’ ‘protect,’ and ‘partner’ measures could establish a vertically-integrated, China-independent supply chain by 2030.
NEW @euiss.bsky.social REPORT🚨:
Current EU policies to de-risk raw material supply chains are moving far too slowly
Nine additional EU and partner policies can fully de-risk gallium, germanium, and rare earth value chains by 2030!
Our workshop outcomes...
www.iss.europa.eu/sites/defaul...
Current EU policies to de-risk raw material supply chains are moving far too slowly
Nine additional EU and partner policies can fully de-risk gallium, germanium, and rare earth value chains by 2030!
Our workshop outcomes...
www.iss.europa.eu/sites/defaul...
March 14, 2025 at 9:31 AM
NEW @euiss.bsky.social REPORT🚨:
Current EU policies to de-risk raw material supply chains are moving far too slowly
Nine additional EU and partner policies can fully de-risk gallium, germanium, and rare earth value chains by 2030!
Our workshop outcomes...
www.iss.europa.eu/sites/defaul...
Current EU policies to de-risk raw material supply chains are moving far too slowly
Nine additional EU and partner policies can fully de-risk gallium, germanium, and rare earth value chains by 2030!
Our workshop outcomes...
www.iss.europa.eu/sites/defaul...