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Thursday, 21. May 2026

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Roundup – Critical Raw Materials News of Week 9

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With the U.S.-Ukraine raw materials deal within reach and the EU’s new industrial policy roadmap, this week brought headline-making developments. We also attended the Critical Minerals Conference: EV & Battery in Frankfurt and are sharing our key takeaways from the high-profile industry event focused on battery and magnet materials—the details in our roundup. 

Balancing Climate Protection and Competitiveness: EU Unveils Clean Industrial Deal 
With the Clean Industrial Deal unveiled today, the EU Commission aims to boost the bloc’s competitiveness while advancing climate protection. Key measures include lowering energy costs, setting production targets for clean technologies, and accelerating approvals for state aid. Securing a stable supply of critical raw materials is also a central pillar of the plan.
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Challenges, Opportunities, and Europe’s Path Forward – Key Takeaways from the Critical Materials Conference 
For two days, Frankfurt, Germany’s financial hub, transformed into a center for electric mobility and battery innovation at the Critical Materials Conference: EV & Battery 2025. Key discussions centered on the evolving battery supply chain, Europe’s challenges in building a competitive EV industry, and the critical role of government measures in securing raw material markets and supply chains. 
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Media Reports: U.S. and Ukraine Agree on Rare Earth Deal 
Ukrainian raw materials in exchange for further military and economic assistance: This “deal” was recently proposed by United States President Donald Trump to the country attacked by Russia. After intense disputes over the details, Kyiv and Washington have now reached an agreement, according to media reports. The agreement is expected to be signed on Friday. We will keep you updated next week. 
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Lynas Reports Significant Profit Decline Despite Increased Output 
Australian mining company Lynas released its financial results on Wednesday for the half-year ended December 2024. The leading rare earth producer outside China was able to increase production and sales volumes, but currently low rare earth prices are weighing on revenues. 
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