释新闻|欧盟酝酿报复美国夺岛关税,拟启动的“贸易火箭筒”是什么?
Xin Lang Cai Jing·2026-01-20 00:13

Core Viewpoint - The EU is considering reactivating a tariff list against $93 billion worth of US goods in response to President Trump's tariff threats, with discussions on the feasibility of using the Anti-Coercion Instrument (ACI) underway [1][11][12]. Group 1: EU's Response to US Tariff Threats - The EU is contemplating the reactivation of a tariff list that was previously postponed until February 6, targeting $93 billion worth of US imports [1][11]. - French President Macron has stated that the EU will push for the activation of the ACI if the US imposes tariffs [1][11]. - The ACI is described as a "trade rocket launcher," allowing the EU to impose tariffs, restrict exports, and limit investments, primarily aimed at deterring economic coercion [1][11][12]. Group 2: ACI's Background and Potential Activation - The ACI was established to respond to economic coercion without violating international law, but it has never been activated since its inception in December 2023 [3][12]. - The EU has a four-month period to assess cases of coercion before a qualified majority of member states can decide to activate the ACI [4][13]. - The ACI's design often references cases involving China, indicating its broader deterrent purpose [4][13]. Group 3: Economic Implications and Member States' Stance - Analysts predict that if the US imposes a 25% tariff, it could reduce European GDP growth by 0.2%, highlighting the economic stakes involved [15]. - EU member states are currently prioritizing dialogue with the US over immediate activation of the ACI, reflecting a cautious approach [15][18]. - Countries like Germany and Italy have warned against hastily activating the ACI without sufficient legal grounds, emphasizing the importance of maintaining US-EU relations [16][18]. Group 4: Political Context and Future Considerations - The current US tariff threats are seen as politically motivated, lacking economic rationale, which may influence the EU's response strategy [17][18]. - The EU is considering delaying the approval of the US-EU trade agreement in light of the current tensions, with some officials suggesting that any related content should be postponed [17][18]. - The EU aims to leverage potential retaliatory tariffs to influence US domestic politics ahead of the November midterm elections [17][18].

释新闻|欧盟酝酿报复美国夺岛关税,拟启动的“贸易火箭筒”是什么? - Reportify