Europe Repositions in an Increasingly Complex Geopolitical Landscape: EUROPE | Sustainability & Transition Strategy

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Europe Repositions in an Increasingly Complex Geopolitical Landscape: EUROPE | Sustainability & Transition Strategy

European leaders are reassessing ties with

Beijing amid rising concerns over strategic dependencies in key sectors. France and the

European Commission are leading calls for a tougher approach toward China, while others

(notably Germany) remain cautious about jeopardizing important trade links.

Deeper internal integration and measured expansion are being pursued to reinforce Europe's

strategic position. Despite being the world’s second-largest trading bloc, Europe remains Luke Sussams * | Sust. & Transition Strategist

heavily dependent on external partners for energy, security, and technology. European leaders 44 (0)20 7548 4404 | lsussams@jefferies.com

are advancing measures to bolster resilience, including establishing a Capitals Markets Union Aniket Shah, PhD ^ | Head of Sust. &

(CMU), completing the Single Market by 2027, establishing trade agreements with middle Transition Strategy

(212) 323-3976 | ashah14@jefferies.com

powers (e.g., Australia), and bolstering defense capabilities.

Jacqueline Murdock * | Sust. & Transition

Europe’s defense posture is stiffening as the prospect of diminished US support grows. Strategy Associate

Recognizing that transatlantic security guarantees may weaken, European nations are +44 (0)20 7548 4165 | jmurdock@jefferies.com

boosting defense spending and self-reliance (here). Even historically hesitant Germany is Amani Mahmood * | Sust. & Transition

ramping up military outlays to prepare for reduced American support. However, Europe’s Strategy Associate

defense industry remains fragmented and heavily reliant on US imports, underlining the need +44 (0)20 7548 5332 | amahmood@jefferies.com