欧洲审计院：2026能源转型关键矿产原材料政策评估报告：政策根基尚不稳固（英文版）（69页）.pdf

1、SPECIAL REPORT 04/2026 EN Critical raw materials for the energy transition Not a rock-solid policy 2 Contents Paragraph 01-22|Main messages 01-05|Why this area is important 06-22|What we found and recommend 23-104|A closer look at our observations 23-38|EUs raw materials policy sets a strategic cour

2、se,but rests on incomplete foundations 25-30|EU lists identify key raw materials,but underlying data,projections and methodology have shortcomings 31-34|Strategic raw material targets provide direction,but lack justification 35-38|The effect of EU funding on critical raw materials supply is unclear

3、39-53|Efforts to diversify imports have yet to produce tangible results 42-48|Trade distortions restrict access to critical raw materials,while the effect of EU external activities on supply cannot be determined 49-53|Strategic partnerships improve cooperation,but contribute little to the secure sup

4、ply of materials 54-75|Financial,legal and administrative bottlenecks hamper progress in domestic production 57-60|Exploration activities are underdeveloped and risky 61-64|Processing is affected by a lack of technology and by a shrinking number of facilities in the EU 65-69|Financing the exploratio

5、n,mining and processing of critical raw materials in the EU is just beginning 70-75|Lengthy and complex permitting creates a bottleneck for mining in the EU 76-90|The potential of sustainable resource management is not fully used 3 78-81|Substitution of critical raw materials is not sufficiently cov

6、ered by the EU legislation and national circularity plans are likely to be delayed 82-86|No EU targets exist to incentivise the recycling of all critical raw materials 87-90|Market barriers to recycling critical raw materials and regulatory obstacles hinder industry competitiveness 91-104|EU strateg