Europe has a China problem and pretending otherwise is making it worse. Chinese cheap exports and a monopoly on rare earths are not just economic irritants, but leverage wielded deliberately. Europeans can no longer just de-risk. They need a deterrence strategy with teeth
Biosolutions help boost defence, resilience and competitiveness—and Europeans are leading the way. But they need to double down quickly to avoid yet another area of Chinese industrial dominance
Europeans must urgently implement a “fast energy” programme to speed up access to energy to power AI—and remain competitive in the world
Europe has a China problem and pretending otherwise is making it worse. Chinese cheap exports and a monopoly on rare earths are not just economic irritants, but leverage wielded deliberately. Europeans can no longer just de-risk. They need a deterrence strategy with teeth
Biosolutions help boost defence, resilience and competitiveness—and Europeans are leading the way. But they need to double down quickly to avoid yet another area of Chinese industrial dominance
Like-minded countries are starting to protect themselves from US unpredictability and Chinese dominance by forging new coalitions. This will only work if they limit their solo deals with Beijing
With the EU-Mercosur deal signed after 25 years of negotiations, free trade advocates in Europe may feel triumphant. But their narrative is no longer convincing. As China undercuts industry worldwide, it’s time to refresh the open market story
As 2026 begins with a bang, Europeans are well-advised to reframe de-risking as re-engagement, unleash the single energy market and focus on electrification
German opposition to the EU’s target to ban combustion engines by 2035 risks locking in emissions and ceding the EV market to China. The bloc needs to convince its member states that investment in electric is worthwhile
China now poses a deindustrialisation-level shock to Europe’s economic future. The external impact of Chinese overcapacity, involution, and Beijing’s technological leadership and supply-chain dominance in critical future technologies is presenting an existential threat to Europe’s industrial base. The EU is weighing new measures in response, including stricter investment screening, European preference in procurement, a new…
Europe’s solar boom has quietly handed Beijing remote access to hundreds of gigawatts of its power capacity. Without a 5G-type toolbox banning untrustworthy suppliers of inverters and other grid technologies, Europe risks another energy security crisis
Beijing is turning its rare earth monopoly into a weapon. The EU needs to treat this as the emergency that it is and unleash its anti-coercion shield to bring China to the negotiating table
Europeans must urgently implement a “fast energy” programme to speed up access to energy to power AI—and remain competitive in the world
Europe has a China problem and pretending otherwise is making it worse. Chinese cheap exports and a monopoly on rare earths are not just economic irritants, but leverage wielded deliberately. Europeans can no longer just de-risk. They need a deterrence strategy with teeth
Europe’s pioneering wind turbine manufacturers are grappling with Chinese competition at home and abroad—but it is not too late to save them
The industrial heartland of Germany and central Europe is at risk from the second “China shock”. Here is how decision-makers can save industry and avert social and political strife
European policymakers need to answer the ‘trust question’ of how far they want Chinese companies involved in green industries such as solar energy, batteries, and electric vehicles
Biosolutions help boost defence, resilience and competitiveness—and Europeans are leading the way. But they need to double down quickly to avoid yet another area of Chinese industrial dominance
Like-minded countries are starting to protect themselves from US unpredictability and Chinese dominance by forging new coalitions. This will only work if they limit their solo deals with Beijing
With the EU-Mercosur deal signed after 25 years of negotiations, free trade advocates in Europe may feel triumphant. But their narrative is no longer convincing. As China undercuts industry worldwide, it’s time to refresh the open market story
As 2026 begins with a bang, Europeans are well-advised to reframe de-risking as re-engagement, unleash the single energy market and focus on electrification
German opposition to the EU’s target to ban combustion engines by 2035 risks locking in emissions and ceding the EV market to China. The bloc needs to convince its member states that investment in electric is worthwhile
Europe’s solar boom has quietly handed Beijing remote access to hundreds of gigawatts of its power capacity. Without a 5G-type toolbox banning untrustworthy suppliers of inverters and other grid technologies, Europe risks another energy security crisis
Beijing is turning its rare earth monopoly into a weapon. The EU needs to treat this as the emergency that it is and unleash its anti-coercion shield to bring China to the negotiating table
China is scooping up supply chain information as part of its trade restrictions. Europe lags behind in economic intelligence, but there is a way to start closing this gap with a low-cost, low-bureaucracy, high-impact step
China’s export restrictions are bringing European factories to the verge of shutting down. Yielding to Chinese pressure today will only invite more sophisticated threats tomorrow; only a united and assertive EU response can stop the cycle of coercion and protect Europe’s industrial core
The EU’s and India’s ambitions to become more self reliant on clean technology is facing significant geoeconomic hurdles. To overcome them, they need to work together
China now poses a deindustrialisation-level shock to Europe’s economic future. The external impact of Chinese overcapacity, involution, and Beijing’s technological leadership and supply-chain dominance in critical future technologies is presenting an existential threat to Europe’s industrial base. The EU is weighing new measures in response, including stricter investment screening, European preference in procurement, a new…
