Thursday, February 12, 2026

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Could EU Be Swapping Critical Minerals For Canada’s Seat In Its Defense Inner Circle?

Canada’s most startling diplomatic coup in years might not be a trade deal but an invitation into the European Union’s inner military sanctum. A leaked draft “Security and Defence Partnership,” initialled in Brussels and packaged with a broader “Strategic Partnership of the Future,” would give Ottawa access to the EU’s Permanent Structured Cooperation mobility projects, a seat at the table of the new SAFE joint procurement instrument, and a path into ReArm Europe’s re-armament framework.

This comes on the heels of the recently concluded EU-Canada Summit, ending with leaders trumpeting an “ambitious and comprehensive partnership.”

Brussels has historically fenced those programmes off from non-members; letting a founding NATO country inside redraws the bloc’s own concept of “strategic autonomy” just as Russia’s war in Ukraine forces it to rearm at speed.

The draft text reads almost like an accession document for Canada’s Armed Forces. It promises “opportunities for increased defence industrial cooperation,” foresees a bilateral accord under the €8 billion SAFE scheme, and even floats an administrative arrangement with the European Defence Agency.

In addition, Canada would join EU crisis management exercises such as MILEX and “expand joint naval activities,” while cyber units would coordinate responses to “malicious cyber activities” and align diplomatic sanctions toolkits. One clause urges “enhanced dialogue on the EU’s Coordinated Maritime Presences,” signalling that Canadian warships could eventually appear under an EU flag in the Gulf of Guinea or the Indo-Pacific.

Canadian officials realise the door will not stay open unless Ottawa raises its own game. Defence spending was 1.37% of GDP last year, well below NATO’s two-percent floor, and federal procurement cycles are notoriously slow. Yet Prime Minister Mark Carney—whose office confirmed only that “talks are advanced”—argues the partnership will “anchor Canada in Europe’s re-industrialisation drive,” giving domestic aerospace and cybersecurity firms a shot at contracts.

Europe’s pull factor is equally pragmatic. The partnership offers a reliable source of uranium, critical minerals, and possibly liquefied natural gas at a time when the bloc is scrambling to cut Russian inputs. It also imports a like-minded liberal democracy with worldwide naval reach—an asset for EU policymakers keen to show global weight beyond their borders.

Critics, however, warn that ceding procurement sovereignty to a non-member could dilute attempts to nurture an autonomous European defence base and complicate already delicate EU-NATO coordination.


Information for this story was found via the sources mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

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