EU Investment Treaties in the Geoeconomic Competition for EV Minerals

Henrik Horn

No 1525, Working Paper Series from Research Institute of Industrial Economics

Abstract: EU member state investment treaties have been criticized for potentially deterring EU countries from pursuing desirable policy measures. This paper explores whether these treaties can nonetheless serve a beneficial geoeconomic function for the EU by safeguarding EU investments in five minerals critical to electric vehicle production. It is found that the treaty coverage provided by EU member states treaties ranges from minimal to moderately broad. While EU investments are, on average, better protected under these treaties than US investments are under corresponding US agreements, Chinese investments benefit from substantially broader—and likely stronger—protection. Moreover, China possesses significant domestic reserves of several of these key minerals. Overall, the existing network of EU member state investment treaties offers limited support for the EU’s geoeconomic positioning vis-`a-vis China.

Keywords: International investment agreements; Investment treaties; Strategic minerals (search for similar items in EconPapers)
JEL-codes: E24 J21 J51 (search for similar items in EconPapers)
Pages: 40 pages
Date: 2025-04-15, Revised 2025-04-23
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