United States Marine Corps Four-Star General (Ret.)
and Commander, NATO International Security Assistance Force (Ret.)
Hosted by GLOBSEC GeoTech Center in cooperation with Stichting European Initiative for Energy Security
Europe's overreliance on external suppliers for critical raw materials poses a direct threat to its defence-industrial base and strategic autonomy. Closing this vulnerability demands a whole-of-supply-chain approach to innovation: recycling domestic scrap and end-of-life materials remains the most immediate lever, with aerospace and defence representing the highest-value frontier despite their demanding regulatory and quality requirements; but primary supply innovation through AI-enabled optimisation and recovery from tailings, demand-side shifts toward lower-CRM technologies, and material substitution in defence platforms are equally essential. No single solution is sufficient — but together, and supported by the right regulatory alignment, procurement frameworks, and public-private investment, they can transform Europe's CRM vulnerability into a strategic advantage.
The discussion will draw on EIES's upcoming paper, "Plowshares into Swords: Tackling Barriers to Defence Critical Material Recycling," and the GLOBSEC GeoTech Center report, "The Innovation Imperative: Bridging the Supply–Demand Gap for Critical Raw Materials by 2030," to explore how broader technological innovation and circular economy can yield a hard security asset. The goal: concrete recommendations to remove barriers, mobilise capital, and fast-track these innovations into Europe's defence supply chain.
Which critical material dependencies pose the greatest risk to European defence, and are the innovative levers available today sufficient to address them in time?
What kind of cooperation between governments, industry, and technology providers is needed to accelerate innovation and investment across the critical materials value chain?
What regulatory and financial frameworks does Europe need to turn recycling and supply innovation into reliable defence-grade inputs?
In a chat with Gen. John Allen, the Czech President argued that AI mastery is now a decisive geopolitical variable., citing the stated ambitions of both Russia and China as evidence that Europe cannot afford complacency, and called for the removal of barriers between Europe, the US, and with technologically capable partners worldwide. On AI governance, he rejected the framing of a US-EU competition between speed and regulation, arguing instead that the two approaches are complementary and that internal democratic rivalry over models risks benefiting China. He pointed to Ukraine's defence innovation cycle as a concrete benchmark: drones designed, produced, tested at the front and iterated within days represent a tempo that European procurement and legislative systems are currently incapable of matching, and which must change. He closed by framing that the defining geopolitical variable of the coming decade will not be territorial size but speed of innovation.
Livestream Link: https://youtube.com/live/Ihmif6sAbGQ?feature=share