Critical raw materials in the energy transition: Assessing Ukraine’s potential for EU supply chains
Moiseienko, Sicheneder, Zaniewicz
January 2026
Critical raw materials (CRMs) sit at the core of the EU’s clean transition: from batteries and wind turbines to grids and solar panels. With supply chains concentrated and exposed to geopolitical risk, the EU is increasingly looking to partnerships with like-minded countries.
In this context, Ukraine has geological potential in some CRMs relevant to the EU’s clean transition, but its current role in EU supply chains remains marginal. Ukraine exported only two CRMs to the EU as primary raw materials – titanium and natural graphite – together accounting for less than 0.2% of Ukraine’s exports to the EU in 2024.
We present the report “Critical raw materials in the energy transition: assessing Ukraine's potential for EU supply chain”, prepared under Green Deal Ukraїna (GDU), a German-Polish-Ukrainian project, which was implemented as part of the European Programme at Forum Energii, with Forum Energii as a project partner.
