European governments face pressure to develop a battle plan amid rising tensions with China, following a fragile US-China trade truce. The EU must prepare for potential Chinese export controls that could impact military support for Ukraine.

European governments breathed a sigh of relief in October when the US and China sealed a fragile trade truce that paused more sweeping Chinese rare earth restrictions and papered over a Sino-Dutch row over chipmaker Nexperia. Now, however, the European Union is being urged to come up with a battle plan should the ceasefire fail or expire. A spike in superpower tensions could expose the EU to Chinese export controls, potentially pulverising its military support for Ukraine, its own efforts to...