EU-US trade relations: rising tensions and tariff uncertainty

Trade relations between the European Union and the United States are entering a renewed phase of tension. Washington has signaled the possibility of imposing additional tariffs on eight European countries, including France, Germany, and the United Kingdom.

Although these measures have not yet been formally adopted, current announcements suggest a phased approach, with 10% tariffs starting in February 2026, followed by 25% tariffs from June 2026. These developments appear linked to broader diplomatic pressure, particularly surrounding discussions related to Greenland.

On the European side, political responses are taking shape. France has called on the EU to activate its anti-coercion instrument, which could allow the Union to restrict U.S. companies’ access to public procurement or block certain strategic investments.

From a legal standpoint, uncertainty remains high. The U.S. Supreme Court is expected to rule on the legality of these tariffs. At the same time, EU–US trade negotiations may be postponed, and previously suspended European countermeasures could be reconsidered.

This escalation takes place against a broader global backdrop. In parallel, the United States has concluded trade agreements with Taiwan and Switzerland, easing certain tariffs in exchange for investment commitments within the U.S.

For companies operating internationally, this situation highlights the importance of closely monitoring trade policy developments, assessing potential impacts on supply chains, and incorporating tariff-related risks into compliance and trade strategy planning.