Two-Pager: Standards for Critical Raw Materials

Key Takeaways:

• The EU and China have competing economic, technological, and sustainability goals, leading to increasing tensions over access to critical raw materials (CRMs). The EU is more dependent on imports, while China holds a structural advantage through resource control and supply chains.
• Standard setting has evolved from a technical process into a strategic geopolitical tool, enabling countries to create dependency and “lock-in” advantages. China leverages its position in technology and resources to shape standards in its favor.
• Through long-term strategies like Standards 2035, China aims to become a global standard setter, supported by strong state coordination and influence in international organizations. Its quasi-monopoly in key sectors allows Chinese standards to spread internationally.
• While Chinese influence in organizations like ISO, IEC, and ITU is significant, the EU still maintains strong representation. However, influencing standards in emerging technologies and climate-related sectors is crucial for maintaining competitiveness.
• The Netherlands should treat standardization as a strategic issue, develop a national strategy, and strengthen EU cooperation to counterbalance Chinese influence. Promoting European standards and coordination is key to protecting long-term economic and regulatory interests.