For now, the risk of EU states acting in random order seems not to be there. Instead, what Trump is doing with the tariffs is having a compacting effect for the EU
Media mentions – Economic Coercion
Europe will be exposed to tariffs and pressure from Trump for a more aggressive decoupling from China
Mujtaba Rahman comments on economic risks for Europe under a new Trump administration
Russia has leverage in the short term, but I would say Europe has the long-term leverage. You can’t underestimate the long-term importance that the European market has for Russia
The trajectory is really worrying
If you’re arguing for dialogue from a position of weakness, with the other side knowing you’re vulnerable, there’s not much incentive to go into dialogue
Beijing is overstepping with the latest moves and is unnecessarily bringing up all sorts of different players against it
This is a very careful game to be played at the moment and it’s still not clear who in the end will benefit
This is not a classical trade defense case, which makes imposing retaliatory tariffs difficult
The European Council on Foreign Relations has an excellent paper on the subject
The publication “Measured response: How to design a European instrument against economic coercion” by Jonathan Hackenbroich and Pawel Zerka is mentioned in the Financial Times