EUROPE’S VANISHING CARS ARE JEOPARDIZING ITS RAW MATERIALS SECURITY
Used cars are a treasure trove of metals essential in energy technology, but the
EU is letting them vanish without a trace.
By MARIANNE GROS
in Brussels
Illustration by Natália Delgado/ POLITICO
EU decision-makers don’t have to look far to find cheap critical raw materials:
Just 5 kilometers away from the EU quarter, car dealers up and down Heyvaert
Street are scooping them up and shipping them to Africa.
Dealerships in this industrial precinct in southwest Brussels send European used
vehicles — many too polluting to be allowed on the continent’s roads — to
African countries like Senegal, Sierra Leone and Nigeria, where the market for
Europe’s unwanted automobiles is thriving.
That one street intimately connects the capital of the EU — where some 10
million new cars hit the roads each year — to a global supply chain of used
vehicles that sustains road transport in developing markets.
One day these cars will end up in junkyards far away, and with them tons of
valuable metals that the EU could recycle and reuse to run its economy.
But Europe’s age-old habit of exporting unwanted goods is coming back to bite it
as the bloc looks to recycle its way out of its reliance on raw materials
imported from China.
The EU is scrambling to secure new sources of critical metals and minerals
necessary for clean energy and military technology — a task of increasing
urgency as geopolitical tensions disrupt traditional supply chains.
For a small continent like Europe that is poor in natural resources but rich in
consumer goods, old cars are a promising source of these materials. The vehicles
are full of metals such as copper, platinum and steel that are essential in a
long list of critical industries such as clean energy and military technology.
And they’ll become even more valuable as early generations of electric vehicles
— full of battery metals like lithium, cobalt and nickel — reach the end of
their lifespans.
But the EU isn’t close to taking advantage of this prospect. Along with those
that are legally exported, between 3 million and 4 million end-of-life cars
disappear without a trace from the EU each year.
That’s a third of all cars that get deregistered. Some go missing because of
a gap in the paper trail. Others get exported through obscure trade routes. Many
are dismantled illegally, with the more valuable parts sold online or in
non-compliant dealerships — while the rest are dumped, creating a pollution
risk.
“We see big and currently unused potential in recycling, reuse and also
substitution” of critical raw materials, said Keit Pentus-Rosimannus, a member
of the European Court of Auditors who last month co-authored a report on the
EU’s difficulties in securing a supply of critical raw materials.
But that recycling and reuse can only happen if the waste products, e.g. cars,
make it to recycling hubs in the first place.
The market for Europe’s unwanted automobiles is thriving in cities like Lagos in
Nigeria. | Olympia De Maismont/AFP via Getty Images
“The illegal dismantling and export of [end-of-life vehicles] is mainly
motivated by profits from the sale of spare parts and metals,” the German
Environment Agency wrote in a study on the topic back in 2020. Unauthorized
dismantlers are “neglecting proper depollution, to avoid additional costs,” the
study explained.
In a separate paper published in 2022, the agency estimated that 20 percent of
all German vehicles that “go missing” — over 72,000 cars — are exported
illegally.
According to Interpol data, nearly 3.6 million vehicles and vehicle parts from
Europe — not just EU countries — were registered in the Stolen Motor Vehicles
database as of Dec. 31, 2025.
EUROPE’S MISSED OPPORTUNITY
The EU has made materials recycling a strategic pillar of its mission to reduce
reliance on imports from China in an increasingly hostile geopolitical
environment.
Europe’s economy runs on importing critical raw materials, such as nickel,
copper and lithium, as well as rare earths and so-called platinum group metals
like palladium or platinum. It needs them to build car engines, weapons and
products that contribute to the bloc’s green tech transition, including
batteries, chips and solar panels.
While the metals are mined all over the world, China overwhelmingly
dominates the processing and refining of these critical raw materials.
To address this, the European Commission says it wants to launch new mining
projects, sign deals with other countries to diversify its supply, and promote
recycling projects.
With the introduction of the Critical Raw Materials Act in 2024, EU
governments are required to adopt national circularity measures to boost the
recovery of critical raw materials and simplify permitting processes for
recycling and recovery projects.
The law says that 25 percent of the EU’s annual strategic raw material
consumption should come from domestic recycling by 2030. Last December, the
Commission announced additional measures as part of a new plan
called RESourceEU.
But many argue that progress is too slow. “Most EU targets that are in place do
not incentivize the recycling of specific individual materials. High processing
costs, limited availability of materials, technical and regulatory issues also
make the use of the recycling sector less competitive,” the Court of Auditors’
Pentus-Rosimannus said.
Others say the EU is doing little to reduce consumption in the first
place. Policymakers need to be “addressing [materials] consumption aspects
to accelerate this process in addition to everything else that is being done on
the recycling part” said the European Environment Agency’s head of the clean and
circular economy group, Daniel Montalvo. EU policies should tackle “how we can
change this upstream part of the material cycle so that we use products more
intensively and for longer,” he added.
RECYCLERS NEED HELP
End-of-life vehicles should all end up in one of Europe’s 13,000 authorized
treatment facilities like the one in Menen, Belgium, which straddles the
country’s border with France and is run by recycling company Galloo.
Running a recycling center is expensive and illegal dismantlers create unfair
competition because they avoid regulatory and compliance costs. | Sebastian
Kahnert/picture alliance via Getty Images
“We can dismantle 17 cars at once here. Usually, we treat 10 to 15 thousand cars
a year, but this year we’re around 3 or 4 thousand on this
site,” said Emmanuel Katrakis, the company’s director of public and regulatory
affairs.
Galloo set up Valorauto, a joint venture
with French-Italian automaker Stellantis, in 2023. Valorauto runs a vehicle
take-back and recycling service through 300 authorized treatment facilities in
Western Europe.
The low turnover in Europe’s car fleet — a result of stagnating sales since the
Covid pandemic due to Europe’s weaker economy — means fewer cars end up
in recycling centers.
Once the vehicles reach what can only be described as a cemetery for cars, the
vehicles get scrubbed of polluting substances and taken apart. Most of
the plastic, rubber, glass and iron can be recycled.
Crucially, the more precious resources in their engines, catalytic converters
and electrical systems can be collected. Two thirds of vehicles that reach
end-of-life status end up in this system.
But running a recycling center is expensive. Illegal dismantlers create unfair
competition because they avoid regulatory and compliance costs, which drives
the price down, while also diverting some of the end-of-life-vehicle flow — and
therefore revenue — away from authorized centers.
“We’re tired of having bad actors in our sectors who are willing to work with a
completely illegal market,” Katrakis said.
Cars also get dropped off with missing parts.”We’re going to buy their car
for €150, maybe €200, but they know they can sell their catalytic
converter separately for €60. They do the math,” he added.
For Valorauto’s general manager, Thomas Delgado, online marketplaces should be
held responsible for enabling the car dismantling grey market, saying they
don’t monitor the sellers properly. “There are several marketplaces that
should do their part to help [us] fight this system” he said, by preventing
individual sellers from selling a car part unless they can prove they are
registered as an authorized treatment facility.
Then there are Europe’s faulty registration systems. A lot of these cars go
missing because they are sold second-hand in another country but are never
deregistered in their country of origin. “Today we have national computer
systems that are supposed to track things, but they’re totally
overwhelmed,” Delgado said.
There are also gaps between the car registries and the database of insured
vehicles. Responsibility for monitoring these systems is often shared by several
national ministries.
National governments have tried to address the issue by creating incentives for
car owners to drop their vehicles off at authorized centers. In Denmark, for
example, owners can get a “scrapping premium” when their vehicle is dropped off
at an approved dealer.
A new regulation on end-of-life vehicles aims to clarify when a car is legally
considered waste. | Nicolas Tucat/AFP via Getty Images
At the EU level, a new regulation on end-of-life vehicles aims to address the
issue with “clearer rules on the distinction between a used vehicle and an
end-of-life vehicle” and “a strict framework for transfers of ownership,” but
some of the technical aspects of the law are still being discussed. The law also
aims to clarify when a car is legally considered waste.
The automotive sector is glad to see the EU will “implement an EU-wide
registration/deregistration system and regulate the export of ELVs outside the
EU, preventing valuable raw materials from leaving the European
market,” according to ACEA, the sector’s main lobby.
GETTING A SECOND LIFE
Over 800,000 used vehicles are exported from the EU each year, mainly to African
countries, according to EU data. The revised end-of-life vehicle regulation
states that only roadworthy cars can be exported from the EU.
Just because a car isn’t allowed on the streets of a European city doesn’t mean
it should be dismantled immediately, however.
“It’s important to make the distinction because they are not necessarily at the
end of life everywhere,” said Pierre Hajjar, chief executive officer of Socar
Shipping Agencies, a vehicle shipping company on Brussels’ Heyvaert St. Last
December local police raided the street, seizing 45 vehicles and forcing several
dealerships to close for not complying with national rules on cash payments or
for not having the right environmental permits.
With the revised end-of-life-vehicle regulation, the EU wants to increase
traceability so “only high-quality, technically fit European vehicles will be
exported.” But for African markets, Hajjar says that’s already the case.
“For Africa, everything goes by boat, everything is extremely
traceable,” he said, because port authorities and maritime shipping companies
have high thresholds for the kind of vehicles that can be exported.
“Whereas in Eastern countries it’s road transport … there isn’t really any
traceability, they cross the borders quite easily,” he added.
Tag - Mining
LONDON — World powers are deep in a fight over critical minerals.
It has driven Donald Trump eyeball to eyeball with NATO over the future of
Greenland. Western allies are scrambling to strike deals which would freeze
China out of the global minerals market it currently dominates.
But for a clutch of lawmakers in quiet Cornwall, southwest England, critical
minerals play a different role. They are all about votes.
Labour MPs are betting that local mining for copper, tin, tungsten
and especially lithium — all valuable because of their use in new tech and the
push to net zero — will help them keep their seats in the U.K. parliament and
survive Labour’s nosedive in the polls.
Pulling in investment linked to critical minerals is “my number one pledge … for
jobs and prosperity in the constituency,” said Noah Law, elected in 2024 in St.
Austell and Newquay. Good jobs in the industry would create something “clear,
measurable, and actually evidence-able to people,” he explained.
“The only way this will translate into votes at the next election is if people
can see that the spoils of the industry are being shared with local
communities,” Law said.
Critical minerals are about “bringing new industries into the
area,” agreed Jayne Kirkham, who represents neighboring Truro and Falmouth.
Kirkham wants, she said, to “make Cornwall rich again.”
THINK LITHIUM
Ministers used November’s Critical Minerals Strategy to set a target for the
U.K. producing 50,000 tons of lithium per year by 2035. The mineral is central
to supply chains for electric car batteries, fuel cells and energy storage.
“Critical minerals are essential to the U.K.’s economy, national security, and
clean energy transition,” the strategy declared.
Cornwall’s two biggest lithium extractors, British Lithium and Cornish
Lithium, estimate they could produce 45,000 tons per year combined. Both
companies have demonstration facilities up and running, with plans to begin
commercial production before the end of the decade.
An aerial view of old mine workings at St Austell in Cornwall, where Cornish
Lithium plans to extract the critical mineral. | Hugh Hastings/Getty Images
This sort of domestic production will help the country “wrest control” of
critical minerals from China and other countries, Energy and Industry Minister
Chris McDonald said in December.
Law was in the U.S. last week at the behest of the Foreign Office to meet firms
in the supply chain there, just as the U.K. signed a critical minerals
partnership with the White House. Donald Trump’s vice president, JD Vance, has
pitched to establish a U.S-led critical minerals bloc with 54
countries, including the U.K.
That is an opportunity, Vance said last month, to “never have to rely on anybody
else, except for each other, for the critical minerals necessary to sustain our
industries and to sustain growth.”
THE CORNWALL FOUR
Labour’s new wave of Cornish minerals enthusiasts, who entered parliament in the
2024 landslide general election win, also includes the MPs Anna Gelderd and
Perran Moon.
Kirkham dubs them the “Cornwall four.”
The region has for too long ended up at the “sharp pointy end” of government
decisions, she argued, especially since losing EU funding after Brexit. Now they
are pushing collectively to get Cornwall into the critical minerals game.
Critical minerals jobs are not a “silver bullet” for locals jobs, Gelderd said.
Nonetheless, she argued: “I do think that the critical mineral strategy, and the
jobs and growth that it brings, is going to be a crucial part of what people
think of when [they ask]: Have our MPs delivered?”
Moon wants the government to set up a scheme styled on the $2 trillion sovereign
wealth fund set up in Norway to harness the proceeds from Big Oil. Although this
would be more like a local fund redirecting cash from the minerals industry to
help Cornish voters — and worth rather less.
“[T]here has to be a direct kind of sovereign wealth fund for Cornwall, so there
must be a direct benefit going back into the community in Cornwall from this
investment,” he insisted.
Moon has held talks with Chancellor Rachel Reeves and Downing Street economic
adviser Varun Chandra. He toured Cornwall’s up-and-running lithium pilot plants
with McDonald, the energy minister, last November.
Law has been into 11 Downing Street, too, to talk up critical minerals at a
roundtable with officials from the National Wealth Fund, UK Export Finance, and
the British Business Bank.
“I think that Whitehall is starting to listen, which is brilliant,” he said.
HOW TO SPEND £28B
The MPs also have an unlikely backer in former Conservative Chancellor Kwasi
Kwarteng, who published the U.K.’s first Critical Minerals Strategy in 2022. Any
focus on domestic supply chains was “sensible” in “an increasingly volatile
world,” Kwarteng said.
Treasury officials waved away Moon’s idea of a sovereign wealth fund but have
talked up cash already going directly into critical mineral production in
Cornwall — £80 million invested by the National Wealth Fund, a government
funding vehicle for backing clean energy projects with £28 billion over the next
five years.
One industry figure familiar with discussions with government, granted anonymity
to discuss sensitive Whitehall decisions, said officials must now make a call on
how much more support to give.
“If it was easy and cheap to do, it’d have been done by private sector already,”
they said.
After that £80 million commitment, the latest signs are less
encouraging. Critical minerals were missing from the NWF’s ten ‘priority
sectors’ for future funding when they were published last month. They have been
relegated instead to a secondary list of 15 technologies, along with industries
such as artificial intelligence and alternatives to traditional jet fuel, which
may still receive cash but where NWF will not have its “deepest role.”
NWF Chief Executive Oliver Holbourn said he “hoped to do more” for the
sector. But there are other, newer technologies where NWF cash could make more
of an impact, he stressed.
The MPs “were not actually asking for staggering amounts from the NWF as a
percentage of its overall portfolio,” Law argued.
BETWEEN NOT MUCH AND NONE
Meanwhile, experts warn that it could be fanciful for MPs to imagine
cheerleading for critical minerals mining will save their jobs as the country
turns on the Labour government.
Local campaigns have “varying success” in persuading voters, said Julian Gallie,
head of research at Merlin Strategy. They generally produce only “small
effects,” agreed JL Partners Founding Director Tom Lubbock.
“If the links to voters’ personal situation — mainly on cost of living — is not
explicit, then there will be limited-to-no impact on bucking the national
trend,” Gallie warned.
One former Treasury official said future U.K. decisions on critical minerals
investments, driven by national security as well as hopes for economic
growth, will only become “more complex as geopolitics fluctuates.”
And the Cornwall four?
“The Labour MP lobbying … shouldn’t have any bearing on [the
Treasury]’s technocratic assessment,” the same former official said.
LONDON — Britain has signed a new critical minerals partnership with the Trump
administration, as it seeks to diversify supply chains away from China.
Foreign Minister Seema Malhotra signed the partnership in Washington with U.S.
Under Secretary of State Jacob Helberg on Wednesday night.
“As demand for critical minerals around the world continues to rise, this
Memorandum of Understanding with the United States underscores our commitment to
working as close allies to build resilient, diversified global supply chains,”
Malhotra said in a statement.
Under the terms of the deal, the two countries have agreed to use economic
policy tools and coordinated investment to secure supplies of critical minerals
and crack down on subsidized imports that risk undercutting domestic production.
They will jointly identify priority projects, mobilize financing for
developments, and share intelligence on investments that could threaten domestic
capabilities in either country.
The partnership signals a tougher stance on market distortion, with both sides
pledging to protect their industries from “non-market policies and unfair trade
practices” — including by working with allies on a global approach to pricing
challenges.
The agreement also states both sides will use existing legislative and
diplomatic tools to review, deter and potentially block critical minerals and
rare earths asset sales on national security grounds.
U.S. and U.K. ministers are expected to convene within the next six months to
take the partnership forward.
The Trump administration, which has announced similar agreements with Mexico,
the European Union and Japan, ultimately wants to establish a critical minerals
trading bloc, first floated on Wednesday by Vice President JD Vance to 54
countries.
Speaking to reporters in London on Thursday, U.K. Trade Secretary Peter Kyle
said the trading bloc with Washington “makes perfect sense.”
“On critical minerals, the alliances make perfect sense, as long as they take
into account the specific peculiarities of domestic markets,” Kyle said.
“In all of the alliances, all of us have different needs, and all of us are
producing different minerals, so we have to make sure that it’s completely
cooperative, but we should be approaching it with a ‘how do you make it work?’ —
rather than how to avoid it,” he added.
The Trump administration wants to work with traditional allies to secure new
supplies of critical minerals. But months of aggression toward allies,
culminating with since-aborted threats to seize Greenland, have left many cool
to the overtures.
While the State Department has drawn a lengthy list of participating countries
for its first Critical Minerals Ministerial scheduled for Wednesday, a number of
those attending are hesitant to commit to partnering with the U.S. in creating a
supply chain that bypasses China’s current chokehold on those materials,
according to five Washington-based diplomats of countries invited to or
attending the event.
State Department cables obtained by POLITICO also show wariness among some
countries about signing onto a framework agreement pledging joint cooperation in
sourcing and processing critical minerals.
Representatives from more than 50 countries are expected to attend the meeting,
according to the State Department — all gathered to discuss the creation of tech
supply chains that can rival Beijing’s.
But the meeting comes just two weeks since President Donald Trump took to the
stage at Davos to call on fellow NATO member Denmark to allow a U.S. takeover of
Greenland, and that isn’t sitting well.
“We all need access to critical minerals, but the furor over Greenland is going
to be the elephant in the room,” said a European diplomat. In the immediate
run-up to the event there’s “not a great deal of interest from the European
side,” the person added.
The individual and others were granted anonymity to discuss sensitive diplomatic
relationships.
Their concerns underscore how international dismay at the Trump administration’s
foreign policy and trade actions may kneecap its other global priorities. The
Trump administration had had some success over the past two months rallying
countries to support U.S. efforts to create secure supply chains for critical
minerals, including a major multilateral agreement called the Pax Silica
Declaration. Now those gains could be at risk.
Secretary of State Marco Rubio wants foreign countries to partner with the U.S.
in creating a supply chain for the 60 minerals (including rare earths) that the
U.S. Geological Survey deems “vital to the U.S. economy and national security
that face potential risks from disrupted supply chains.” They include antimony,
used to produce munitions; samarium, which goes into aircraft engines; and
germanium, which is essential to fiber-optics. The administration also launched
a $12 billion joint public-private sector “strategic critical minerals
stockpile” for U.S. manufacturers, a White House official said Monday.
Trump has backed away from his threats of possibly deploying the U.S. military
to seize Greenland from Denmark. But at Davos he demanded “immediate
negotiations” with Copenhagen to transfer Greenland’s sovereignty to the U.S.
That makes some EU officials leery of administration initiatives that require
cooperation and trust.
“We are all very wary,” said a second European diplomat. Rubio’s critical
minerals framework “will not be an easy sell until there is final clarity on
Greenland.”
Trump compounded the damage to relations with NATO countries on Jan. 22 when he
accused member country troops that deployed to support U.S. forces in
Afghanistan from 2001 to 2021 of having shirked combat duty.
“The White House really messed up with Greenland and Davos,” a third European
diplomat said. “They may have underestimated how much that would have an
impact.”
The Trump administration needs the critical minerals deals to go through. The
U.S. has been scrambling to find alternative supply lines for a group of
minerals called rare earths since Beijing temporarily cut the U.S. off from its
supply last year. China — which has a near-monopoly on rare earths — relented in
the trade truce that Trump brokered with China’s leader Xi Jinping in South
Korea in October.
The administration is betting that foreign government officials that attend
Wednesday’s event also want alternative sources to those materials.
“The United States and the countries attending recognize that reliable supply
chains are indispensable to our mutual economic and national security and that
we must work together to address these issues in this vital sector,” the State
Department statement said in a statement.
The administration has been expressing confidence that it will secure critical
minerals partnerships with the countries attending the ministerial, despite
their concerns over Trump’s bellicose policy.
“There is a commonality here around countering China,” Ruth Perry, the State
Department’s acting principal deputy assistant secretary for ocean, fisheries
and polar affairs, said at an industry event on offshore critical minerals in
Washington last week. “Many of these countries understand the urgency.”
Speaking at a White House event Monday, Interior Secretary Doug Burgum indicated
that 11 nations would sign on to a critical minerals framework with the United
States this week and another 20 are considering doing so.
Greenland has rich deposits of rare earths and other minerals. But Denmark isn’t
sending any representatives to the ministerial, according to the person familiar
with the event’s planning. Trump said last month that a framework agreement he
struck with NATO over Greenland’s future included U.S. access to the island’s
minerals. Greenland’s harsh climate and lack of infrastructure in its interior
makes the extraction of those materials highly challenging.
Concern about the longer term economic and geostrategic risks of turning away
from Washington in favor of closer ties with Beijing — despite the Trump
administration’s unpredictability — may work in Rubio’s favor on Wednesday.
“We still want to work on issues where our viewpoints align,” an Asian diplomat
said. “Critical minerals, energy and defense are some areas where there is hope
for positive movement.”
State Department cables obtained by POLITICO show the administration is leaning
on ministerial participants to sign on to a nonbinding framework agreement to
ensure U.S. access to critical minerals.
The framework establishes standards for government and private investment in
areas including mining, processing and recycling, along with price guarantees to
protect producers from competitors’ unfair trade policies. The basic template of
the agreement being shared with other countries mirrors language in frameworks
sealed with Australia and Japan and memorandums of understanding inked with
Thailand and Malaysia last year.
Enthusiasm for the framework varies. The Philippine and Polish governments have
both agreed to the framework text, according to cables from Manila on Jan. 22
and Warsaw on Jan. 26. Romania is interested but “proposed edits to the draft
MOU framework,” a cable dated Jan. 16 said. As of Jan. 22 India was
noncommittal, telling U.S. diplomats that New Delhi “could be interested in
exploring a memorandum of understanding in the future.”
European Union members Finland and Germany both expressed reluctance to sign on
without clarity on how the framework aligns with wider EU trade policies. A
cable dated Jan. 15 said Finland “prefers to observe progress in the EU-U.S.
discussions before engaging in substantive bilateral critical mineral framework
negotiations.” Berlin also has concerns that the initiative may reap “potential
retaliation from China,” according to a cable dated Jan. 16.
Trump’s threats over the past two weeks to impose 100 percent tariffs on Canada
for cutting a trade deal with China and 25 percent tariffs on South Korea for
allegedly slow-walking legislative approval of its U.S. trade agreement are also
denting enthusiasm for the U.S. critical minerals initiative.
Those levies “have introduced some uncertainty, which naturally leads countries
to proceed pragmatically and keep their options open,” a second Asian diplomat
said.
There are also doubts whether Trump will give the initiative the long-term
backing it will require for success.
“There’s a sense that this could end up being a TACO too,” a Latin American
diplomat said, using shorthand for Trump’s tendency to make big threats or
announcements that ultimately fizzle.
Analysts, too, argue it’s unlikely the administration will be able to secure any
deals amid the fallout from Davos and Trump’s tariff barrages.
“We’re very skeptical on the interest and aptitude and trust in trade
counterparties right now,” said John Miller, an energy analyst at TD Cowen who
tracks critical minerals. “A lot of trading partners are very much in a
wait-and-see perspective at this point saying, ‘Where’s Trump really going to go
with this?’”
And more unpredictability or hostility by the Trump administration toward
longtime allies could push them to pursue critical mineral sourcing arrangements
that exclude Washington.
“The alternative is that these other countries will go the Mark Carney route of
the middle powers, cooperating among themselves quietly, not necessarily going
out there and saying, ‘Hey, we’re cutting out the U.S.,’ but that these things
just start to crop up,” said Jonathan Czin, a former China analyst at the CIA
now at the Brookings Institution. “Which will make it more challenging and allow
Beijing to play divide and conquer over the long term.”
Felicia Schwartz contributed to this report.
OPTICS
SERBIANS PUSHED OUT AS CHINA TAKES OVER A MINING EMPIRE
Beijing’s investment is transforming the landscape in Bor — and the lives of the
people who call it home.
Text and photos by
MATTEO TREVISAN
in Bor, Serbia
Ixeca, a farmer, observes a landslide in his orchard in Slatina, which he
believes was caused by irregular operations at the underground mine owned by
China’s state-owned group Zijin Mining.
In northeastern Serbia, the town of Bor rose around some of Europe’s most
significant copper and gold deposits. From the 1940s, the region quickly drew
workers from all over Yugoslavia. Majdanpek, located just 70 kilometers away,
expanded around another massive reserve, estimated at more than 600 million tons
of ore. For decades, these mining centers sustained Yugoslav heavy industry, but
today that legacy is increasingly fragile.
Since 2018, the mining complex has been taken over by Chinese state-owned group
Zijin Mining, which has invested €2.3 billion to increase production. The
expansion goes far beyond industry — it is transforming the land and the lives
of its inhabitants. Whole families are watching their homes, properties, and
memories disappear as settlements are engulfed by the mine. The Serbian
government has failed to provide meaningful alternatives for resettlement.
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The environmental toll is profound: forests and rivers are being destroyed,
wildlife is under threat, and residents endure some of the most polluted air in
Europe. Meanwhile, a growing Chinese workforce — now numbering in the thousands
— remains largely segregated in closed camps, seldom mixing with locals, leaving
behind a vast yet intangible presence.
Bor and Majdanpek illustrate a broader pattern. In 2022, Chinese investment in
Serbia equaled the combined input of all 27 EU countries for the first time,
raising questions about sovereignty and neocolonial influence. The debate grew
sharper after the collapse of a Chinese-renovated railway station in Novi Sad
that killed 16 people in 2024, sparking waves of protest.
As Zijin Mining continues to expand its footprint, the region and its people are
left suspended in a battle between economic profit and the slow erosion of
collective memory — the disappearing homes, traditions and history of threatened
communities.
Feeling the change: Once a small village, the Serbian town of Bor experienced
dramatic growth last century following the discovery of large gold and copper
deposits. Above, Željko, who has worked at the mine for more than a decade, says
that safety regulations have worsened and accidents have increased since China’s
state-owned Zijin Mining bought the complex. Željko lost 40 percent of mobility
in his right arm following a workplace accident in 2023. Also in the photos
above, the Zivkovic family inside their home in Slatina, near Bor. The family’s
main source of income is agriculture. In recent years, their land has been
expropriated due to the expansion of Zijin Mining’s operations. The son now
works as a driver for the mine, like many others in the area who can’t find
other employment.
CHAPTER 1
THE
CHINESE
New audience: A Chinese cook in a Chinese restaurant in Bor. The text on her
apron could be translated as “I make money by the shovelful.” Next, large
screens outside the Zijin Mining headquarters in Bor display videos promoting
the company’s activities in the region. The company has brought in thousands of
workers from China, housing them in camps within the mining area and preventing
them from integrating with the local population. “This is colonization,” says
Ixeca, whose family has lived off farming for generations. Now, the expansion of
mining activity threatens their livelihood. Some of their lands have already
been expropriated and they are suing Zijin Mining. Neighbors? The Chinese and
Serbian flags inside a Chinese restaurant in Bor. The contract between Serbia
and Zijin Mining remains classified, raising concerns over its legality. The
Chinese presence in the area is overwhelming but often invisible. Only Zijin
Mining managers and senior staff are allowed to leave the company’s camps,
unlike regular workers from China.
Leaving a mark: Top, one of the buildings used as offices by Zijin Mining in
Bor. Serbia stands out as a focal point of the Chinese footprint not only in the
Western Balkans but also across Central and Eastern Europe. Beijing has emerged
as the largest individual investor in Serbia. Health risks: Above, an X-ray of
the lungs of a woman from Krivelj, a village near Bor, who died of lung cancer
at a young age. Her family blames pollution from mining activities. The effects
of intensive extraction and smelting are felt across the region. Air quality is
a major concern: A report from January 2024 revealed frequent spikes in sulfur
dioxide levels around Bor, contributing to both acute and chronic respiratory
issues, as well as acid rain. The study also found fine particulate matter
containing heavy metals such as lead, cadmium, nickel and arsenic. No systematic
assessment of public health has been carried out since Zijin took over
operations. Hard at work: Next, a view of the copper and gold mine in Majdanpek.
Bor and Majdanpek hold one of the largest copper reserves in the world and one
of the biggest gold deposits in Europe. In 2023, Serbia exported approximately
1.06 million tons of copper ores and concentrates, worth $1.46 billion. The main
buyer was China.
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CHAPTER 2
THE
SERBIANS
Perspective: “It’s become like we’re sleeping on gold but dying of cancer,” says
73-year-old Joleht, seen inside her home in Slatina, right. Neighbors say that
their homes are slowly collapsing due to the underground copper and gold mining
operations. They face cracks and water infiltrations throughout the walls.
Anger: People protest against the central government and widespread corruption
march through the streets of Majdanpek in February 2025. Dead river: Bottom, the
Borska Reka River, notoriously known as one of the most polluted waterways in
Europe. It is the main tributary of the Veliki Timok River. Sediment analysis
has shown high concentrations of copper, arsenic, and nickel, exceeding
remediation thresholds, particularly near mining areas. As a result, the Borska
Reka is considered a “dead river,” devoid of aquatic life, with severe
environmental impacts that extend to the Danube via the Timok. The Batut
Institute of Public Health published a study showing an increased mortality risk
for both men and women in Bor across all age groups. Local NGO Ne damo Jadar was
founded to demand that the Majdanpek mine comply with environmental regulations
and to advocate for solutions for residents whose homes are threatened by the
mine’s expansion. Over the years, several incidents of violence have occurred
between the NGO’s members and the private guards patrolling the mine.
Hunter: Miodrag, a farmer from the village of Slatina, hunts near the land now
occupied by Zijin Mining. His family relied heavily on agriculture, but their
property has now been reduced to just a few hectares. Miodrag is currently suing
the Chinese company, claiming the land was unfairly expropriated. “One day,
we’ll have a mine under our house.” He also says that hunting has become
impossible due to constant noise and explosions: “I can feel my house shake.”
Family business: Father, son, and grandfather from the Jovic family in the yard
of their home in Slatina. Some of their farming lands have been expropriated.
“It’s over, there’s nothing else to be done,” says Ivica Jovic. “At this point,
I accept they’ll take my land, but at least give me another place and let me
continue farming.” Jovic has received cease-and-desist letters from Zijin
Mining, after allegedly verbally confronting Chinese workers operating on what
was once his land. Expansion: One of the many facilities owned by Zijin Mining,
near the village of Slatina, just outside of Bor. The city, born thanks to the
mine, and the nearby villages are now at risk of disappearing due to its
expansion.
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CHAPTER 3
THE
FUTURE
Staying put: Jasna Bacilovic, with her daughter Katarina Tomić, inside their
home in the village of Krivelj. The village is slowly disappearing due to the
expansion of the mine, but both Jasna and her entire family are committed to
preserving their home, which has belonged to them since the 1800s, and to
defending the village. “I don’t want to live anywhere else. This is home. I
remember when I was a child, I used to play with my friends on a hill not far
from here, but now that hill doesn’t exist anymore. My children may never even
see this village because it might disappear forever,” says Tomić. Krivelj used
to have up to 22 kafane —family-run taverns and restaurants. Today, only one
remains and the village is slowly disappearing. “The village sounds are
disappearing. I no longer hear shutters opening, the radio coming from my
uncle’s house, or my neighbors talking. I open the window and hear nothing,”
says Bacilovic. The departed: The bus stop in Majdanpek covered with death
notices of local residents. Today, the municipality of Bor is one of the
wealthiest in Serbia, despite local salaries remaining low, as in the rest of
the country. The mine has expanded to the point of becoming one with the town.
There are plans to relocate the entire community to Metovnica, an undeveloped
area with only a few scattered farms, but nothing has been confirmed yet.
Keeping watch: Bottom, a resident of Majdanpek looks toward the mine owned by
the Chinese company Zijin Mining. An activist who has been fighting for years
against pollution and the uncontrolled expansion of the mine, he has received
both verbal and physical threats for his social engagement.
Last train: A glimpse inside the train station of Bor, now abandoned after a
fire that some locals believe was intentional. They suspect Zijin is interested
in acquiring the railway land and expanding its operations in the area. Past
lives: Below, the black and white photos show houses abandoned due to the
expansion of the mine. Many families have sold their homes to Zijin Mining, as
the company continues to buy land. The expansion of its activities threatens to
wipe out entire villages.
Next chapter: “This is not the end of the world, but from here you can see it,”
says Aladin Zekypy, pictured with his two children, aged 10 and 7, inside their
home, which stands just a few dozen meters from the open-pit mine in Bor. He
dreams of one day being able to afford a healthier place for his family.
BRUSSELS — On Greenland’s southern tip, surrounded by snowy peaks and deep
fjords, lies Kvanefjeld — a mining project that shows the giant, barren island
is more than just a coveted military base.
Beneath the icy ground sits a major deposit of neodymium and praseodymium, rare
earth elements used to make magnets that are essential to build wind turbines,
electric vehicles and high-tech military equipment.
If developed, Greenland, a semi-autonomous part of Denmark, would become the
first European territory to produce these key strategic metals. Energy
Transition Minerals, an Australia-based, China-backed mining company, is ready
to break ground.
But neither Copenhagen, Brussels nor the Greenlandic government have mobilized
their state power to make the project happen. In 2009, Denmark handed
Greenland’s inhabitants control of their natural resources; 12 years later the
Greenlandic government blocked the mine because the rare earths are mixed with
radioactive uranium.
Since then the project has been in limbo, bogged down in legal disputes.
“Kvanefjeld illustrates how political and regulatory uncertainty — combined with
geopolitics and high capital requirements — makes even strategically important
projects hard to move from potential to production,” Jeppe Kofod, Denmark’s
former foreign minister and now a strategic adviser to Energy Transition
Minerals, told POLITICO.
Kvanefjeld’s woes are emblematic of Greenland’s broader problems. Despite having
enough of some rare earth elements to supply as much as 25 percent of the
world’s needs — not to mention oil and gas reserves nearly as great as those of
the United States, and lots of other potential clean energy metals including
copper, graphite and nickel — these resources are almost entirely undeveloped.
Just two small mines, extracting gold and a niche mineral called feldspar used
in glassmaking and ceramics, are up and running in Greenland. And until very
recently, neither Denmark nor the European Union showed much interest in
changing the situation.
But that was before 2023, when the EU signed a memorandum of understanding with
the Greenland government to cooperate on mining projects. The EU Critical Raw
Materials Act, proposed the same year, is an attempt to catch up by building new
mines both in and out of the bloc that singles out Greenland’s potential. Last
month, the European Commission committed to contribute financing to Greenland’s
Malmbjerg molybdenum mine in a bid to shore up a supply of the metal for the
EU’s defense sector.
But with United States President Donald Trump threatening to take Greenland by
force, and less likely to offer the island’s inhabitants veto power over mining
projects, Europe may be too late to the party.
“The EU has for many years had a limited strategic engagement in Greenland’s
critical raw materials, meaning that Europe today risks having arrived late,
just as the United States and China have intensified their interest,” Kofod
said.
In a world shaped by Trump’s increasingly belligerent foreign policy and China’s
hyperactive development of clean technology and mineral supply chains, Europe’s
neglect of Greenland’s natural wealth is looking increasingly like a strategic
blunder.
With Donald Trump threatening to take Greenland by force, and less likely to
offer the island’s inhabitants veto power over mining projects, Europe may be
too late to the party. | Jim Watson/AFP via Getty Images
A HOSTILE LAND
That’s not to say building mines in Greenland, with its mile-deep permanent ice
sheet, would be easy.
“Of all the places in the world where you could extract critical raw materials,
[Greenland] is very remote and not very easily accessible,” said Ditte Brasso
Sørensen, senior analyst on EU climate and industrial policy at Think Tank
Europa, pointing to the territory’s “very difficult environmental
circumstances.”
The tiny population — fewer than 60,000 — and a lack of infrastructure also make
it hard to build mines. “This is a logistical question,” said Eldur Olafsson,
CEO of Amaroq, a gold mining company running one of the two operating mines in
Greenland and also exploring rare earths and copper extraction opportunities.
“How do you build mines? Obviously, with capital, equipment, but also people.
[And] you need to build the whole infrastructure around those people because
they cannot only be Greenlandic,” he said.
Greenland also has strict environmental policies — including a landmark 2021
uranium mining ban — which restrict resource extraction because of its impact on
nature and the environment. The current government, voted in last year,
has not shown any signs of changing its stance on the uranium ban, according to
Per Kalvig, professor emeritus at the Geological Survey of Denmark and
Greenland, a Danish government research organization.
Uranium is routinely found with rare earths, meaning the ban could frustrate
Greenland’s huge potential as a rare earths producer.
It’s a similar story with fossil fuels. Despite a 2007 U.S. assessment that the
equivalent of over 30 billion barrels in oil and natural gas lies beneath the
surface of Greenland and its territorial waters — almost equal to U.S. reserves
— 30 years of oil exploration efforts by a group including Chevron,
Italy’s ENI and Shell came to nothing.
In 2021 the then-leftist government in Greenland banned further oil exploration
on environmental grounds.
Danish geologist Flemming Christiansen, who was deputy director
of the Geological Survey of Denmark and Greenland until 2020, said the failure
had nothing to do with Greenland’s actual potential as an oil producer.
Instead, he said, a collapse in oil prices in 2014 along with the high cost
of drilling in the Arctic made the venture unprofitable. Popular opposition only
complicated matters, he said.
THE CLIMATE CHANGE EFFECT
From the skies above Greenland Christiansen sees firsthand the dramatic effects
of climate change: stretches of clear water as rising temperatures thaw the ice
sheets that for centuries have made exploring the territory a cold, costly and
hazardous business.
“If I fly over the waters in west Greenland I can see the changes,” he said.
“There’s open water for much longer periods in west Greenland, in Baffin Bay and
in east Greenland.”
Climate change is opening up this frozen land.
Climate change is opening up this frozen land. | Odd Andersen/AFP via Getty
Images
Greenland contains the largest body of ice outside Antarctica, but that ice is
melting at an alarming rate. One recent study suggests the ice sheet could cease
to exist by the end of the century, raising sea levels by as much as seven
meters. Losing a permanent ice cap that is several hundred meters deep, though,
“gradually improves the business case of resource extraction, both for … fossil
fuels and also critical raw materials,” said Jakob Dreyer, a researcher at the
University of Copenhagen.
But exploiting Greenland’s resources doesn’t hinge on catastrophic levels of
global warming. Even without advanced climate change, Kalvig, of the Geological
Survey of Denmark and Greenland, argues Greenland’s coast doesn’t differ much
from that of Norway, where oil has been found and numerous excavation projects
operate.
“You can’t penetrate quite as far inland as you can [in Norway], but once access
is established, many places are navigable year-round,” Kalvig said. “So, in that
sense, it’s not more difficult to operate mines in Greenland than it is in many
parts of Norway, Canada or elsewhere — or Russia for that matter. And this has
been done before, in years when conditions allowed.”
A European Commission spokesperson said the EU was now working with Greenland’s
government to develop its resources, adding that Greenland’s “democratically
elected authorities have long favored partnerships with the EU to develop
projects beneficial to both sides.”
But the spokesperson stressed: “The fate of Greenland’s raw mineral resources is
up to the Greenlandic people and their representatives.”
The U.S. may be less magnanimous. Washington’s recent military operation in
Venezuela showed that Trump is serious about building an empire on natural
resources, and is prepared to use force and break international norms in pursuit
of that goal. Greenland, with its vast oil and rare earths deposits, may fit
neatly into his vision.
Where the Greenlandic people fit in is less clear.
KYIV — The latest draft of a peace plan agreed by U.S. and Ukrainian negotiators
would see Kyiv withdrawing its troops from the eastern territories claimed by
Moscow, according to Ukrainian President Volodymyr Zelenskyy.
Briefing reporters in Kyiv on Tuesday, Zelenskyy said the updated plan
contemplated the designation of the eastern Donbas region — the majority of
which is currently occupied by Moscow’s troops — as a demilitarized “free
economic zone” in which neither Ukrainian nor Russian forces are present.
Zelenskyy stressed that Ukraine is against the withdrawal, which is one of
Russia’s top demands. But, he added, “there are two options: either the war
continues, or something will have to be decided regarding all potential economic
zones.”
The Ukrainian leader said the latest version of the plan — an update of a Trump
administration proposal that both Kyiv and the European Union had initially
dismissed as a “non-starter” — maintains the proposed security guarantees from
the U.S., NATO and European partners that are equivalent to those outlined in
Article 5 of the transatlantic alliance’s treaty.
“If Russia invades Ukraine, in addition to a coordinated military response, all
global sanctions against Russia will be restored,” he said, adding that the
guarantees would also be considered invalid if Kyiv takes any unprovoked
military action against Moscow. Zelenskyy noted that Washington had dropped text
from a previous version of the plan that proposed the U.S. receive compensation
for the security guarantees.
The plan additionally proposes Russia legally adopt a strategy of non-aggression
towards Ukraine and Europe. The text also accepts Kyiv’s eventual accession to
the European Union, acknowledges the country’s right to demand reparations from
Russia, and endorses the creation of dedicated investment instruments to fund
the country’s reconstruction.
The revised text also calls for the joint administration of the Zaporizhzhia
nuclear power plant by Ukrainian, Russian and American authorities. Kyiv is
loath to allow Moscow to manage the complex, which has been the site of fierce
fighting, but is willing to partner with the Trump administration on running
infrastructure Washington considers crucial for future minerals mining
operations in the country.
Zelenskyy said the nearby city of Enerhodar, which is currently occupied by
Russia, would be a candidate for demilitarization if the U.S. insists on
designating economic zones within Ukraine. But, he added, for the move to be
legal, a referendum would have to be held to endorse that decision.
The plan also calls on Ukraine and Russia to introduce programs in their
educational curricula that promote tolerance of different cultures. Kyiv would
additionally be expected to implement EU regulations to protect minority
religions and languages.
While those measures are likely to clash with Ukraine’s ongoing efforts to
“de-Russify” the country and forge a new sense of nationhood, Zelenskyy said
that adopting the rules are part of joining the EU, and he challenged Moscow to
enact similar regulations, “if they dare.”
The Trump administration’s original peace proposal was negotiated by U.S. envoy
Steve Witkoff and Russian officials earlier this month. That 28-point document,
which was widely interpreted to be molded to Moscow’s demands, has been
substantially revised, and was the subject of trilateral talks held in Miami
this past weekend.
Trump last week said a peace deal is “closer than ever.” Zelenskyy on Wednesday
told journalists that if an agreement is reached, a full ceasefire would enter
into force immediately. Final approval of the document would require its
ratification by the Ukrainian parliament, as well as its approval in a
nationwide referendum.
Donald Trump’s drive to secure peace in Ukraine must not let Vladimir Putin off
the hook for war crimes committed by Russian forces, a top EU official has
warned, effectively setting a new red line for a deal.
In an interview with POLITICO, Michael McGrath, the European commissioner for
justice and democracy, said negotiators must ensure the push for a ceasefire
does not result in Russia escaping prosecution.
His comments reflect concerns widely held in European capitals that the original
American blueprint for a deal included the promise of a “full amnesty for
actions committed during the war,” alongside plans to reintegrate Russia into
the world economy.
The Trump team’s push to rehabilitate the Kremlin chief comes despite
international condemnation of Russia for alleged crimes including the abduction
of 20,000 Ukrainian children and attacks targeting civilians in Bucha, Mariupol
and elsewhere.
“I don’t think history will judge kindly any effort to wipe the slate clean for
Russian crimes in Ukraine,” McGrath said. “They must be held accountable for
those crimes and that will be the approach of the European Union in all of these
discussions.
“Were we to do so, to allow for impunity for those crimes, we would be sowing
the seeds of the next round of aggression and the next invasion,” he added. “And
I believe that that would be a historic mistake of huge proportions.”
Protesters in London, June 2025. There has been international condemnation of
Russia for alleged crimes including the abduction of 20,000 Ukrainian children
and attacks targeting civilians. | Vuk Valcic/SOPA Images/LightRocket via Getty
Images
Ukrainian authorities say they have opened investigations into more than 178,000
alleged Russian crimes since the start of the war. Last month, a United Nations
commission found Russian authorities had committed crimes against humanity in
targeting Ukrainian residents through drone attacks, and the war crimes of
forcible transfer and deportation of civilians.
“We cannot give up on the rights of the victims of Russian aggression and
Russian crimes,” McGrath said. “Millions of lives have been taken or destroyed,
and people forcibly removed, and we have ample evidence.”
The EU and others have worked to set up a new special tribunal for the crime of
aggression with the aim of bringing Russian leaders to justice for the
full-scale invasion of Ukraine, which began in February 2022.
In March 2023, judges at the International Criminal Court issued an arrest
warrant for Putin, naming him “allegedly responsible for the war crime of
unlawful deportation of population [children]” from Ukraine.
But Trump and his team have so far shown little interest in prosecuting Putin.
In fact, the U.S. president has consistently described his Russian counterpart
in positive terms, often talking about how he is able to have a “good
conversation” with Putin. Trump has expressed the hope of building new economic
and energy partnerships with Russia, and the pair have even discussed organizing
ice hockey matches in Russia and the U.S. once the war is over.
The draft 28-point peace plan that Trump’s team circulated last week continues
in a similar vein.
It states that “Russia will be reintegrated into the global economy” and invited
to rejoin the G8 after being expelled in 2014 following Moscow’s annexation of
Crimea.
“The United States will enter into a long-term economic cooperation agreement
for mutual development in the areas of energy, natural resources,
infrastructure, artificial intelligence, data centers, rare earth metal
extraction projects in the Arctic, and other mutually beneficial corporate
opportunities,” the document said.
The U.S. peace plan proposes to lift sanctions against Russia in stages, though
European leaders have pushed back to emphasize that the removal of EU sanctions
will be for them to decide.
Not everyone in Europe wants to maintain the squeeze on Moscow, however. Hungary
has repeatedly stalled new sanctions, especially on oil and gas, for which it
relies on Russia. Senior politicians in Germany, too, have floated the idea of
lifting sanctions on the Nord Stream gas pipeline from Russia.
BRUSSELS — When the colonial governments of Belgium and Portugal ordered the
construction of a railway connecting oil- and mineral-rich regions in the
African interior to the Atlantic, their primary objective was to plunder
resources such as rubber, ivory and minerals for export to Western countries.
Today, that same stretch of railway infrastructure, snaking through Zambia, the
Democratic Republic of Congo and Angola to the port of Lobito, is being
modernized and extended with U.S. and EU money to facilitate the transport of
sought-after minerals like cobalt and copper. Just this month, Jozef Síkela, the
EU commissioner for international partnerships, signed a €116 million investment
package for the corridor, often hailed as a model initiative under Global
Gateway, the bloc’s infrastructure development program.
This time around, however, Brussels says it’s committed to resetting its
historically tainted relationship with the region — a message European
Commission President Ursula von der Leyen and European Council President António
Costa will stress when they address African and EU leaders at a Nov. 24-25
summit in Luanda, Angola, which is this year celebrating 50 years of
independence from Portuguese rule.
“Global Gateway is about mutual benefits,” von der Leyen said in a keynote
speech in October. The program should “focus even more on key value chains,”
including the metals and minerals needed in everything from smartphones to wind
turbines and defense applications.
The aim, she said, is to “build up resilient value chains together. With local
infrastructure, but also local jobs, local skills and local industries.”
Yet Brussels is scrambling to enter a region only to find that China got there
first.
Batches of copper sheets are stored in a warehouse and wait to be loaded on
trucks in Zambia. | Per-Anders Pettersson/Getty Images
African countries are already the primary suppliers of minerals to Beijing,
which has secured access to their resource wealth — unhindered by any historical
baggage of colonial exploitation — and is now the world’s dominant processor.
Europe’s emphasis on retaining economic value in host countries — rather than
merely extracting resources for export — answers calls by African leaders for a
more equitable and sustainable approach to developing their countries’ natural
resources.
“The EU has been quite vocal, since the beginning of the raw minerals diplomacy
two years ago, saying: We want to be the ethical partner,” said Martina
Matarazzo, international and EU advocacy coordinator at Resource Matters, a
Belgian NGO focusing on resource extraction, which also has an office in
Kinshasa, DRC.
But “there is a big gap” between what’s being said and what’s being done, she
added, pointing out that it is still unclear how the Lobito Corridor can be a
“win-win” project, rather than just facilitating the shipping of minerals
abroad.
Brussels finds itself under growing pressure to diversify its supply chains of
lithium, rare earths and other raw materials away from China — which has
demonstrated time and again it is ready to weaponize its market dominance. To
that end, it is drafting a new plan, due on Dec. 3, to accelerate the bloc’s
diversification efforts.
In African countries, however, Brussels is still struggling to establish itself
as an attractive, ethical alternative to Beijing, which has long secured vast
access to the continent’s resources through large-scale investments in mining,
processing and infrastructure.
To enter the minerals space, the EU needs to walk the talk in close cooperation
with African leaders — doing so may be its only chance to secure resources while
moving away from its extractivist past, POLITICO has found in conversations with
researchers, policymakers and civil society.
RESOURCE RUSH
Appetite for Africa’s vast natural riches first drew colonizers to the continent
— and laid “the foundation for post-independence resource dependency and
external interference,” according to the Africa Policy Research Institute. Now,
the continent’s deposits of vital minerals have turned it into a strategic
player, with Zambian President Hakainde Hichilema last year setting a goal of
tripling copper output by the end of the decade, for instance.
Beijing has often used Belt and Road, its international development initiative,
to secure mining rights in exchange for infrastructure projects.
Washington, which lags far behind Beijing, is also stepping up its game, with
investments into Africa quietly overtaking China’s. President Donald Trump has
extended the U.S. security umbrella to war-torn areas in exchange for access to
resources, for example brokering a — shaky — peace deal between Rwanda and the
DRC.
EU companies are “really trying to catch up,” said Christian Géraud Neema
Byamungu, an expert on China-Africa relations and the Francophone Africa editor
of the China Global South Project. “They left Africa when there was a sense that
Africa is not really a place to do business.”
DOING THINGS DIFFERENTLY
Against this backdrop, the key question for the EU is: What can it offer to set
itself apart from other partners?
On paper, the answer is clear: a responsible approach to resource extraction
that prioritizes creating local economic value, along with high environmental
and social standards.
“We want to focus on the sustainable development of value chains and how to work
with our African partners to support their rise of the value chains,” said an EU
official ahead of the Luanda summit, where minerals will be a key topic. “This
is not about extraction only,” they added.
But so far, that still has to translate into a concrete impact on the ground.
“We are not at the point where we can see how really the EU is trying to change
things on the ground in terms of value addition in DRC,” said Emmanuel Umpula
Nkumba, executive director of NGO Afrewatch.
“I am not naïve, they are coming to make money, not to help us,” he added.
Not only has offtake from the Lobito Corridor been slow, but the project has
also come under fire for prioritizing Western interests over African development
and agency, and for potentially leading to the destruction of local forests,
community displacement and an overall lack of benefits for local populations.
The 2024 Lobito Corridor Trans-Africa Summit | Andrew Caballero-Reynolds/AFP via
Getty Images
The EU, however, views the corridor as “a symbol of the partnership between the
African and European continent and an example of our shared investment
agenda,” according to a Commission spokesperson, who called it “a lifeline
towards sustainable development and shared prosperity.”
Finally, while “value addition” has become a catchphrase, it’s unclear whether
EU and African leaders see eye to eye on what the term means.
African industry representatives and officials often point to building a
domestic supply chain up to the final product. EU officials, by contrast, tend
to envision refining minerals in the country of origin and then exporting them,
according to a report published by the European Council on Foreign Relations.
A SUSTAINABLE BUSINESS CASE?
The second component of the EU’s approach — strong sustainability and human
rights safeguards — faces major trouble, not least in the name of making the EU
more competitive.
In Brussels, proposed rules that would require companies to police their supply
chains for environmental harm and human rights violations are dying a slow
death, as conservative politicians channel complaints from businesses that they
can’t bear the cost of complying.
An investigation by the Business & Human Rights Resource Centre of the 13
mining, refining and recycling projects outside the bloc labeled “strategic” by
the EU executive — including four in Africa — identified “an inconsistent
approach to key human rights policies.”
However, under pressure from African leaders, stricter safeguards are slowly
becoming more important in the sector: “high [environmental, social and
governance] standards” are a core component of the African Union’s mining
strategy published in 2024.
The Chinese, too, are adapting quickly.
“China’s also getting good with standards,” said Sarah Logan, a visiting fellow
at the European Council on Foreign Relations who co-authored the assessment of
African and European interpretations of value addition. “If they are made to,
Chinese mining companies are very capable of adhering to ESG standards.”
Therefore, besides massively scaling up investment, the EU and European
companies will need to turn their promise of being a reliable and ethical
partner into reality — sooner rather than later.
“The only way to distinguish ourselves from the Chinese is to guarantee these
benefits for communities,” Spanish Green European lawmaker Ana Miranda Paz told
a panel discussion on the Lobito Corridor in Brussels.
This story has been updated with comment from the European Commission.
BELÉM, Brazil — Thousands of Indigenous people and environmental activists
marched through the streets Saturday carrying flags, banners and one
unflattering statue of U.S. President Donald Trump in the first major protest
outside an annual United Nations climate conference in four years.
Traffic around the COP30 summit venue in Belém, Brazil, halted as protesters
from across the world, including Indigenous activists from the Amazon region,
braved the tropical heat to demand governments step up efforts to combat climate
change and protect nature.
“For the first time, at a COP event, we, the indigenous peoples, are occupying
this space and speaking for ourselves,” said Takak Xikrin, a member of the local
Xikrin people. Members of his community carried banners decrying water
contamination in their territory, while other Indigenous activists protested
logging and plans for oil drilling in the Amazon.
“It is a historic moment for us to be part of this march … and show the world
that we are the answer,” he added. “Indigenous knowledge is fundamental to
protecting the Amazon. … If Indigenous people do not protect the Amazon, the
world will suffer a collapse.”
Local media quoted police as saying 20,000 people attended the protest.
The march came after two protests centered on Indigenous rights disrupted the
entrance to the conference earlier this week.
On Tuesday, youth activists and indigenous protesters forced their way into the
venue, clashing with United Nations security, followed by another peaceful
demonstration Friday that saw one Indigenous group block access to the entrance
for several hours.
The protests set apart this conference, hosted in democratic Brazil, from the
past three years of summits held in Egypt, the United Arab Emirates and
Azerbaijan — autocratic states with little tolerance for demonstrations.
Many protesters relished being back in the streets, noting this was the first
such march since the 2021 conference in Glasgow, Scotland — a youth-led protest
that took place under pandemic restrictions — and the 2019 Madrid summit.
“Past COPs have restricted people’s voices. It’s important that the COP has open
streets for demonstration so that when the polluters are here, we can raise our
voices to them a little stronger,” said Pema Wangmo Lama, a 26-year-old activist
from Nepal.
“At this COP, people can be upfront, and Indigenous people have been very
upfront about the things they and their community have faced” as a result of
climate change and environmental degradation, said Wangmo Lama, herself a member
of Nepal’s Mugum Indigenous group.
At COP30, Brazil’s government has highlighted the role of Indigenous peoples in
fighting global warming and protecting the Amazon, which plays a key role in
regulating the world’s climate but is under threat from logging, mining,
agriculture and infrastructure projects.
But many Indigenous groups say their concerns are not addressed in the
negotiating rooms.
“The meaningful representation of Indigenous people has never been a reality” at
climate summits, Wangmo Lama said. “Our voices are not heard.”
Climate activists were also part of the march, calling for action rather than
more “blah, blah, blah,” a catchphrase coined by Swedish activist Greta
Thunberg, who founded the global movement Fridays for Future.
“It’s so motivating to see people who are on the front line, who are seriously
affected by the climate crisis, coming together across the world,” said Muhammed
Lamin Saidykhan, an activist from Gambia working with Climate Action Network. “I
hope leaders are going to see this power and listen to the power and do the
right thing.”
And at least one marcher shared his thoughts about Trump, who has worked to
undermine climate action and chosen not to send a U.S. delegation to this year’s
talks.
The internationally known Danish artist Jens Galschiøt, whose past works include
a series of 26-foot-tall statues commemorating the Tiananmen Square massacre in
China, created an 8.5-foot copper sculpture of Trump that his son, Lasse, pulled
along throughout the march. Lasse Galschiøt had 6,000 3D-printed figurines he
was handing out along the way.
The statue depicts the U.S. president naked, holding a golf club in one hand and
the scales of justice in the other. He sits on the back of a thin man who stands
on a pedestal that reads, “The Orange Plague.”
The White House did not immediately respond to a request for comment.
“Trump is the big guy here, and the small guy represents you and me, Denmark,
Brazil and the climate that he’s trying to control,” said Lasse Galschiøt,
adding: “He shouldn’t be on our shoulders.”
At a press conference Friday night, COP30 CEO Ana Toni said the summit has more
than 900 Indigenous participants, much higher than the 300 registered at last
year’s gathering in Azerbaijan, and promised to listen to them. Brazil came
under pressure from the U.N. earlier this week over the protests disrupting
access.
The Brazilian government has also faced months of complaints about its decision
to host the summit in Belém, a port city near the mouth of the Amazon River
where a shortage of hotel rooms has sent lodging costs soaring and prompted some
countries and even the U.N. to consider limiting the number of people they sent.
“We have a COP in the Amazon. We could have chosen to have a COP in São Paulo,
Rio or Brasília, but we would not be seeing so many Indigenous peoples,” Toni
said. “They wouldn’t have had their voice heard.”