10 July 2025

Quest For Strategic Autonomy? Europe Grapples With The US–China Rivalry – Analysis

Elcano Royal Institute

The intensifying rivalry between the US and China has reshaped Europe’s strategic calculations. Building on the 2020 European Think Tank Network on China (ETNC) report, which assessed Europe’s positioning in this context, this edition re-examines the geopolitical landscape in light of the Covid-19 pandemic, Russia’s war in Ukraine and Donald Trump’s return to the White House. This report features 22 national chapters and one dedicated to the EU, analysing the evolution of Europe’s relations with Washington and Beijing, the range of approaches to dealing the US-China rivalry and how these are expected to evolve.


The 2025 ETNC report underscores how these developments have compelled Europe to reevaluate its strategic positioning. This new geopolitical context has broadened the debate on strategic autonomy across most countries surveyed. Although the pace and ambition of this shift differ, support for strategic autonomy is growing in most of these countries. At the heart of this discussion is the shared understanding that Europe must reduce its reliance on external powers in key areas such as security, economy and technology.


On the security front, defence cooperation with the US has deepened across most of the countries featured in this report, particularly in response to Russia’s invasion of Ukraine. However, the return of Donald Trump casts a shadow over this momentum, reviving concerns about the long-term prospects of transatlantic ties. At the same time, there is growing unease in European capitals about China’s impact on European security –fuelled in part by the perception that Beijing has enabled Russia’s war efforts in Ukraine–. Together, these developments are transforming the debate on European strategic autonomy into a more urgent and concrete policy agenda.

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