Brussels, 18 December – The EU Raw Materials Coalition warns that the European Commission’s ReSourceEU package risks becoming a militarised rebranding of Europe’s minerals strategy that weakens environmental and social standards, puts human rights at risk, reduces transparency and fails to fix the EU’s real structural vulnerabilities in mineral supply chains, including those affecting communities and rights-holders in mineral-producing regions.
ReSourceEU places a strong emphasis on joint stockpiling, joint purchasing, and demand aggregation, signalling a significant geopolitical prioritisation of access to raw materials. Yet, at the same time, the EU is actively weakening the Corporate Sustainability Due Diligence Directive and the Corporate Sustainability Reporting Directive through the first omnibus. These new proposals to increase access to raw materials undermine the need for environmental and social safeguards, transparency and effective due diligence requirements necessary to protect affected communities, including Indigenous Peoples, in extraction and processing regions. With decision-making taking place behind closed doors and without the necessary tools to build responsible, rights-based and trusted supply chains, Europe risks diverting critical raw materials (CRM) away from the just energy transition and net-zero ambition, while exacerbating individual and collective human rights abuses, environmental damage and social injustice along global value chains that disproportionately affect resource-rich regions.
“An estimated 54% of energy transition minerals are found on or near Indigenous Peoples’ territories. This gives Europe a clear responsibility to ensure that the rights, lives and livelihoods of Indigenous Peoples in resource-rich regions are protected. Sadly, we are seeing a troubling rise in violence and criminalisation against communities defending their lands from mining projects imposed without Free, Prior and Informed Consent. The EU speaks of a secure and sustainable supply of raw materials, but supply chains that undermine Indigenous Peoples’ rights carry significant economic, legal and reputational risks. Without respect for Indigenous Peoples’ rights, raw material supply will be neither secure nor sustainable.” – Yblin Román Escobar, Policy Lead, SIRGE Coalition
The Coalition is also alarmed by growing pressure to dilute water protection under the revision of the Water Framework Directive to fast-track extractive projects. This risks sacrificing Europe’s rivers, groundwater and drinking water at a moment when water resilience should be a top political priority and sets a dangerous precedent for weakening safeguards in partnerships with mineral-producing countries, including those where communities depend directly on freshwater ecosystems. These plans go further than measures originally outlined in the Critical Raw Materials Act (CRMA).
Beyond governance failures, ReSourceEU does not correct Europe’s structural investment deficit. Despite funding being announced, most of it comes from existing funds that have already been earmarked, not only for minerals but also for other clean-tech projects. While the EU relies on coordination mechanisms and stockpiling, global competitors deploy far greater financial firepower. Since 2020, China has invested over USD 15 billion in overseas battery-metal projects, compared with roughly USD 1.7 billion by EU companies. Stockpiling may cushion short-term shocks, but it does not build diversified, resilient supply chains, which is the stated aim of the CRMA. By contrast, investment in capacity-building for rigid implementation of standards, permitting and assessments by authorities, and meaningful involvement of affected communities and Indigenous Peoples’ rights holders to deliver projects to the highest standards would do so. This is where the new Raw Materials Centre should be equipped with the right tools to build resilient supply chains while upholding and overseeing the highest individual and collective human rights and environmental standards.
What truly strengthens strategic autonomy are increased circularity and demand reduction measures. This includes restrictions on the export of permanent-magnet scrap and targeted measures for aluminium and potentially copper. If implemented with high transparency and safeguards, these steps can strengthen EU circularity. We appreciate the commitment to present, where necessary, measures to restrict black mass exports beyond non-OECD countries. Ensuring that all battery black mass is kept within Europe is equally important and should be addressed in the forthcoming Circular Economy Act, reducing pressure for new extraction.
“Joint purchasing without due diligence is a political gamble. States will fill warehouses with minerals whose origins have not been properly checked, then decide behind closed doors which sectors get them. The winners will almost certainly be the defence industry, not renewables or batteries.” – Diego Marin, Senior Policy Officer, EEB
In addition to circularity and reduction measures, enhanced transparency, strong human rights safeguards, and robust environmental protection are essential to securing resilient supply chains and building public trust, including trust with communities affected by mining and processing activities.
Lastly, the coalition welcomes the announcement to work on standards-based markets with allies, building on existing standards, supply diversification and resilience criteria. Contracts for difference and price floors are also welcome to stabilise prices for more costly projects with high standards. It is positive that, under the new Innovation Fund call in 2026, eligibility for funding for clean-tech projects will be based on sourcing CRMs from EU offtake agreements and like-minded partners.
The EU Raw Materials Coalition calls on the Commission and Member States to:
- Reduce overall material demand through binding resource reduction targets, genuine circularity and high-quality recycling and repurposing.
- Maintain and strengthen environmental law, including water protection as well as human rights due diligence across all mineral governance frameworks.
- Guarantee transparency, public access to information and meaningful participation in joint purchasing and stockpiling decisions.
- Prevent preferential access to CRMs for the defence industry at the expense of renewables, electricity grids and batteries.
- Shift from stockpiling alone toward direct public investment, coordinated EU-level financing and responsible ownership in strategic projects, with clear accountability for social and human-rights impacts.
- Ensure international partnerships are rights-based, mutually beneficial, supporting value creation, institutional capacity and long-term development rather than reinforcing dependency relationships
- Avoid repeating past mistakes in which importing economies externalise environmental costs. degradation, social harm and governance risks to producing regions, including Indigenous Peoples’ territories, consistent with the UN Secretary General’s Panel on Critical Energy Transition Minerals’ call to not repeat the mistakes of the past.
Europe must avoid a race for minerals for militarisation and instead build a resilient, rights-based and democratically accountable framework for sustainable resource use.
This is an EURMC press release, some members might have diverging views on some sections of the press release.
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