歐盟正組建一支緊急工作小組，以應對包括與中國可能爆發的貿易衝突在內的多重危機。該小組由歐盟委員會多個核心部門的官員組成，涵蓋工業、貿易、金融服務及直屬委員會主席馮德萊恩的中央單位，目標是在全球局勢日趨動盪之際預測並回應未來的緊急狀況。工作小組預計於九月召開首次會議。

當前的核心風險在於中國對稀土出口的管控。中國佔全球稀土開採量的百分之六十六、精煉產量的百分之八十八。去年十月習近平與特朗普會晤後同意解除部分稀土磁鐵及原材料的出口禁令，為期一年，但該協議即將到期。歐盟官員雖然期望十月的休戰能夠延續，但也在積極尋找替代供應來源，並準備動用歐盟資金來保障供應鏈穩定。此外，荷蘭政府與安世半導體中國業主之間的爭端曾導致歐洲汽車業面臨芯片短缺，迫使歐盟臨時放寬了對另一家中國供應商的制裁。（關鍵數字：66, 88）

歐盟委員會預計在九月提出一項有關解決供應鏈依賴問題的提案，措施可能包括對廢鋁加徵出口稅以促進歐盟內部回收再利用，以及推動稀土磁鐵在歐盟境內的回收。此外，歐盟還在制定一項多元化法律，要求企業減少對某些關鍵原料單一供應商的依賴。貿易專員謝夫喬維奇已警告北京，若每日十億歐元的貿易逆差未見改善，布魯塞爾將採取行動。

The European Union is establishing an emergency task force to address escalating geopolitical crises, with a particular focus on a potential trade conflict with China as a truce over rare earth export controls approaches its expiry in October. The task force will draw staff from key Commission departments including industry, trade, financial services, and the central unit under President Ursula von der Leyen's direct oversight. It is expected to convene for the first time in September.

China dominates the global rare earths market, accounting for 66 per cent of mined supply and 88 per cent of refined output. A one-year agreement reached last October between Presidents Xi Jinping and Donald Trump to lift bans on certain rare earth magnet and raw material exports is set to lapse later this year. The EU also faced a semiconductor supply crisis after a dispute involving Nexperia's Chinese owner and the Dutch government, which temporarily forced Brussels to ease sanctions on another Chinese chip supplier to prevent shortages in the automotive sector.

The Commission is preparing a proposal on reducing supply chain dependencies, which may include an export tax on aluminium scrap to boost domestic recycling, measures to increase rare earth magnet recycling within the bloc, and a diversification law compelling companies to reduce reliance on single suppliers of critical inputs. Trade Commissioner Maroš Šefčovič has warned Beijing that Brussels will act unless progress is made in reversing the approximately one-billion-euro daily trade deficit.