欧盟正组建一支紧急工作小组，以应对包括与中国可能爆发的贸易冲突在内的多重危机。该小组由欧盟委员会多个核心部门的官员组成，涵盖工业、贸易、金融服务及直属委员会主席冯德莱恩的中央单位，目标是在全球局势日趋动荡之际预测并回应未来的紧急状况。工作小组预计于九月召开首次会议。

当前的核心风险在于中国对稀土出口的管控。中国占全球稀土开采量的百分之六十六、精炼产量的百分之八十八。去年十月习近平与特朗普会晤后同意解除部分稀土磁铁及原材料的出口禁令，为期一年，但该协议即将到期。欧盟官员虽然期望十月的休战能够延续，但也在积极寻找替代供应来源，并准备动用欧盟资金来保障供应链稳定。此外，荷兰政府与安世半导体中国业主之间的争端曾导致欧洲汽车业面临芯片短缺，迫使欧盟临时放宽了对另一家中国供应商的制裁。（关键数字：66, 88）

欧盟委员会预计在九月提出一项有关解决供应链依赖问题的提案，措施可能包括对废铝加征出口税以促进欧盟内部回收再利用，以及推动稀土磁铁在欧盟境内的回收。此外，欧盟还在制定一项多元化法律，要求企业减少对某些关键原料单一供应商的依赖。贸易专员谢夫乔维奇已警告北京，若每日十亿欧元的贸易逆差未见改善，布鲁塞尔将采取行动。

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.