Critical raw materials and the European defense industry
Deep tech's greatest risk is not the technology — it is the material it is made of.
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What the analysis is about
China refines 98% of the world's gallium, and the export-control moratorium expires in November. European buyers already pay up to six times more for some rare earths — while a single submarine contains over four tons of rare earths.
The analysis shows you:
- China's escalation ladder — and why November 2026 is a planning deadline;
- the new price regime — what dual pricing means for your quotes;
- the American and European responses — from the price-guarantor state to the CRMA's 60 projects;
- the entry points — five concrete positions;
- the 5-step corporate playbook, with deadlines.
After you submit the order / enquiry form, you can download the public 2–3 page summary (Hungarian and English) that shows what the full analysis contains.
Available to order
Critical raw materials and the European defense industry
What the buyer receives:
- The full analysis in both Hungarian and English (PDF).
- A Hungarian–English teaser summary video.
- Coming soon: the material as an audio file.
Discounted bundles
More analyses together — at a better price
ULTRA bundle
All 6 ULTRA analyses: Semiconductors, Robotics, AI, Quantum, Data centers, Welding.
Premium Standard bundle
All 5 premium standard analyses: Deep Tech, Disruptive, Supply chain, Procurement law, The engineer.
Complete bundle
Every analysis together: ULTRA + Premium Standard + Standard (14 analyses).
Order and enquiry
Order or get in touch
Fill in the form: we send the public 2–3 page summary (HU + EN), and for an order we issue an invoice within 24–48 hours. The full analysis is delivered by e-mail after payment.