

Europe's China Challenge with Noah Barkin | China Considered | Hoover Institution
Aug 7, 2025
Noah Barkin, a senior advisor at the Rhodium Group, discusses the evolving dynamics of the EU-China relationship. He highlights Europe's awakening to the China challenge and the shift in perspectives since 2019. Barkin explains how attempts by China to exploit U.S.-Europe tensions have faltered. He delves into the implications of strategic investments and the significance of rare earth controls. Drawing from his expertise, he questions whether Europe can maintain unity in its China policy amidst growing economic and security concerns.
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KUKA Deal Sparked European Wake-Up
- The 2016 Chinese takeover of German robotics maker KUKA jolted Europe into recognizing strategic risks from Chinese investment.
- That deal exposed gaps in European screening tools and triggered development of new instruments.
EU Shifted To 'Systemic Rival' Framing
- The EU labeled China a "systemic rival" in 2019 and shifted to franker rhetoric and policies.
- The pandemic and China's support for Russia accelerated European de-risking and tougher economic measures.
Use Measured, Rule-Based Pressure
- Europe should develop tools that conform to WTO rules while steadily ramping pressure to allow Beijing time to change behavior.
- Move deliberately but prepare for more aggressive measures as industrial threats from China grow.