Europe’s Strategic Exposure to China’s Critical Minerals Leverage and Industrial Overcapacity Amid Transatlantic Trade Frictions

Abstract Europe’s executives and political leadership face a strategic condition in which “normal” commercial optimization has become a direct liability: supply concentration, market access dependencies, and industrial cost curves are now operational variables in geopolitical competition rather than background economic facts. The central analytic finding in this assessment is that Europe is approaching a coercion-prone … Leggi tutto Europe’s Strategic Exposure to China’s Critical Minerals Leverage and Industrial Overcapacity Amid Transatlantic Trade Frictions