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L'autonomie stratégique européenne dans les terres rares
Paperback
Business GeneralEconomicsInvesting & Finance
Publisher: Sovereignpialpha France Ltd
Published: Jan 20 2026
Pages: 240
Weight: 0.62
Height: 0.51 Width: 5.50 Depth: 8.50
Language: French
Face à l'accélération de la transition énergétique et numérique, les terres rares sont devenues un pilier invisible mais décisif de la puissance industrielle mondiale. Or, l'Europe dépend aujourd'hui presque totalement d'une chaîne de valeur dominée par la Chine, qui contrôle l'extraction, le raffinage et la fabrication des composants critiques. Cette dépendance n'est pas seulement économique: elle est stratégique, technologique et géopolitique.
Cet ouvrage propose une analyse rigoureuse et sans concessions de la domination chinoise sur les terres rares et de la vulnérabilité structurelle européenne qui en découle. S'appuyant sur des modèles économiques avancés, des simulations probabilistes et une lecture géoéconomique approfondie, il démontre pourquoi les objectifs actuels d'autonomie stratégique fixés par l'Union européenne sont, à court terme, largement irréalistes.
L'auteur explore les ressorts profonds de cette asymétrie: intégration verticale, tolérance stratégique aux pertes, contrôle technologique et instrumentalisation géopolitique des ressources. Il met également en lumière le trilemme auquel l'Europe est confrontée: la sécurité d'approvisionnement, la souveraineté industrielle et la durabilité environnementale ne peuvent être optimisées simultanément sans rupture de paradigme.
Au coeur de cette rupture se trouve l'intelligence artificielle agentique. L'ouvrage montre comment ces systèmes peuvent devenir un multiplicateur stratégique: optimisation de la chaîne d'approvisionnement, accélération de la découverte de matériaux de substitution, montée en puissance du recyclage et transformation de la gouvernance industrielle.
À la croisée de l'économie politique, de la stratégie industrielle et de l'IA, ce livre s'adresse aux décideurs publics et industriels, et aux aux chercheurs stratèges qui veulent comprendre les rapports de force réels derrière la transition verte et envisager, lucidement, les conditions d'une autonomie européenne crédible à l'horizon 2035.
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