AAP Consulting

The EU and the US are addressing critical raw materials through fundamentally different policy architectures. Both are now showing their limits. New from AAP Consulting on what each delivers, where each falls short, and what coordination would require. aapconsulting.dev/post/eu-us-cri…

Mining gets the attention. Processing deserves it. China processes 85%+ of rare earths, ~60% of lithium, 70%+ of cobalt chemicals. The chokepoint in critical raw materials supply is not at the mine. New from AAP: aapconsulting.dev/post/critical-… #CriticalRawMaterials #CriticalMinerals

Criticality is not a property of a material. It is a policy judgement that varies across jurisdictions and over time. New from AAP Consulting: what "critical" actually means, and why the concept keeps changing. aapconsulting.dev/post/crm-what-… #CriticalRawMaterials #CriticalMinerals

New from AAP Consulting: our CRM hub examines critical raw materials as an interconnected system, not a commodity list. Six dimensions, from value chains to project finance, that determine which projects succeed and which do not: aapconsulting.dev/critical-raw-m…

Most EU development tender proposals fail before they are written. Consortium design, expert profiles, and pre-qualification strategy decide the outcome. The proposal just confirms it. Our latest: what the market actually demands → aapconsulting.dev/post/eu-develo…

OFAC General License 51 opens Venezuela's mining sector to US commerce. It authorises gold trading. It does not authorise mining or investment. The sequencing mirrors oil and gas, and points toward strategic minerals. Link below.

Europe is rearming. But the critical minerals needed to build the weapons are controlled by the adversaries that rearmament is meant to deter. China's Oct. 2025 export controls included categorical denials for defence end-use. The suspension expires in Nov. 2026. Link below.

NEW ARTICLE. The Refining Gap: Why the Transatlantic Critical Minerals Agenda Must Move Beyond the Mine. Mining gets the headlines, but refining and processing is where China's dominance bites hardest. Neither the EU nor the US can close this gap alone. aapconsulting.dev/post/the-refin…