Festival Economy 2025

Defence, Crosetto: 'Raw materials enable technology development, Mattei Plan decisive'

The minister: 'Having a map of raw materials means having a map of possible future clashes'

by Andrea Carli

Crosetto: “La Difesa è continentale”

5' min read

5' min read

The issue is increasingly strategic on a geopolitical level. There is no defence industry without raw materials, without a secure long-term supply chain. Complex weapon systems such as tanks, missiles and aircraft absorb a wide range of these components. Italy, despite having an advanced defence industry, is dependent on foreign countries for these types of resources.

The impact they have on the defence supply chain, and thus on the cost side, is the variable that can make the difference, especially at a time when NATO is pressing its allies to put their hands in their wallets and go beyond the fateful threshold of 2% of GDP allocated to defence spending.

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"Raw materials allow technologies to be implemented. We have been dealing with this dossier since the first day I arrived at the ministry," explained Guido Crosetto, speaking in connection from Rome at the meeting "Geopolitics of resources: raw materials and technological sovereignty a global challenge" within the Trentino Economics Festival organised by the 24 Ore Group and Trentino Marketing.

Interviewed by the deputy editor of Il Sole 24 Ore, Daniele Bellasio, the Defence chief highlighted one aspect: 'Having a map of raw materials means having a map of possible future clashes. The scenario to be faced is that of a lack of these raw materials. From this point of view, the Mattei Plan is decisive. Europe's hope for the future lies in its relationship with Africa, which will grow as a major producer of raw materials'.

"Talking about security means talking about something bigger than traditional defence"

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This scenario has a 'stone guest': artificial intelligence. "The ministry must look at the trajectories of development to understand what clashes we may face in the next few years, and equip ourselves to prevent them from deflagrating into wars," stressed Crosetto. "The advent of AI and quantum computing will provide mankind with a possibility of calculation and analysis that is unparalleled in the past. Technological growth is exponential, the drama is to understand how to guide this process, because it is a subject that few people know about. Talking about security means talking about something much bigger than traditional defence'.

The government is moving. The minister recalled that 'Professor Caputo, Italy's greatest expert in artificial intelligence, is working for us to see how to organise armed forces and defence, how to make Ai useful to increase our capacity for analysis and optimise our defence. We also deal with raw materials, because where there are means looking at where there will be conflicts. We talk about technologies that rely on raw materials that as Europe we import 100 per cent from China, the US imports 80 per cent. So all the raw materials of the future are non-European and therefore we have to deal with this scenario,' Crosetto added.

Italy dependent

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Italy, as reiterated by Crosetto, is almost totally dependent on imports, which makes it vulnerable to supply risks: suffice it to say that 97% of magnesium comes from China; heavy rare earths, needed for the permanent magnets used in wind turbines and electric vehicles, are only refined in China; 63% of the world's cobalt comes from the Democratic Republic of Congo, and 67% of the latter is refined in China.

Crosetto confirmed this on more than one occasion: 'We are 90% dependent on China for rare earths. For lithium 78% as Europe. So to ask ourselves the question of European defence is to ask ourselves the question of when the Sevarstels will come out, when the Samp/T battery will be ready, but also to ask ourselves the problem of where to locate the lithium reserves for the next thirty years, of how to think about supplying ourselves with rare earths in the next thirty years, of how to think about exploiting at European level, not national level, the deposits of the future, which are the submarine ones, where a single deposit has perhaps 7,000 times all the material that there is on the whole earth. How to exploit space from this point of view. These are the challenges of the future,' the Defence Minister recalled.

Crosetto: “Giusto dire a Netanyahu che sbaglia”

Minister: 'European defence with Turkey, Norway, and eastern countries'

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Raw materials, supply chains, artificial intelligence, but also a framework to develop a true European defence. Which, Crosetto recalled, 'must include 27 countries, or rather it must be understood as continental, so with Turkey, Norway, and the countries of the East, put together in an alliance even larger than political Europe. As a group of five, i.e. Italy, Poland, Great Britain, France and Germany, we have tried to force steps to make the armed forces work together and standardise training practices, we also need common rules on what we buy and that what we buy is interoperable'.

"We need more competition in the defence sector"

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'We need competition in the defence sector,' added Crosetto, 'because the production capacity is too slow and expensive compared to the US or Russia, which cost considerably less and with less money produce more than us and NATO. There is a way forward for defence companies, there is now osmosis with civil production. There will always be more osmosis, but we will always need a dual track to increase the level of technology and have products that are less expensive than the ones we have now. In a very complicated scenario'.

"On defence we need more investment"

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At the end of June, NATO could ask the member states to further increase the defence budget. "On Safe there will still be a reflection in the coming weeks that is up to Giorgetti who has my trust and has the credit for the results achieved such as the lowest spread in history towards Germany," said Crosetto. "As a minister, I have the duty to say that we need greater investments those that the government will be able to give are fundamental to build a future defence. I think NATO will ask for 3-3.5 per cent of GDP, the Americans will ask for 5 per cent: they will not be achievable immediately, but the goal for the next few years is to increase defence spending'.

"Fincantieri and AgustaWestland best prepared for future challenges"

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The minister emphasised that 'investment in defence products necessarily produces growth in the civil sector, there is a total osmosis between the two areas. It is not for nothing that Fincantieri,' Crosetto recalled, 'is a leader in the production of military ships and at the same time a leader in the production of cruise ships, and it is one of the companies best prepared to face the future market because the cruise market has forced it to have a timing, a production quality, and a speed that if carried over into defence will make it better prepared than all the others. The same goes for AgustaWestland (Leonardo Group, ed.) which has applied military technologies to the civil side and has become the world leader in the civil helicopter sector'.

On Gaza: 'Right for Italy to tell Netanyhau he is doing wrong'

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Crosetto's all-round intervention also touched on the Gaza dossier. "Italy, among western countries, is the one that has had the most linear and correct position on Gaza,' he said. 'We have never retreated a day from our position of two peoples two states, we were the hardest when Israel invaded Lebanon to call it back to its international obligations. It seems right to say to Israel and Netanyhau today that what is happening risks harming Israel. It is right for a nation that is a friend of Israel to tell Netanyhau that he is doing it wrong". 

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