Executive Summary

French President Emmanuel Macron’s December 2025 state visit to Beijing represents a critical moment in European-Chinese relations, as France attempts to position Europe as an independent strategic actor amid intensifying US-China rivalry. This case study examines France’s diplomatic approach, the challenges it faces, and the broader implications for regional actors like Singapore.

Summary of Macron’s Meeting with Xi Jinping in Beijing (December 2025)

French President Emmanuel Macron completed a three-day state visit to China that began December 3, 2025, meeting with Chinese President Xi Jinping in Beijing. This was Macron’s fourth visit to China since taking office in 2017.

Key Themes

European Strategic Autonomy Macron advocated for Europe to be recognized as a strategic actor independent of US-China relations, promoting the concept of European strategic autonomy. Xi expressed support for China-EU relations developing along an independent path with cooperation that benefits both sides.

Trade Imbalances Macron pressed China to address global trade imbalances, highlighting France’s nearly 20 billion euro deficit with China CNBC. Xi indicated openness to importing more French goods in exchange for fair treatment of Chinese businesses in Europe CNBC. The leaders discussed increased market access for French agricultural products including wine, pork, poultry, and beef.

Ukraine War Macron urged China to help secure a ceasefire in Ukraine and press Russia toward peace Al Jazeera. Xi stated China would continue playing a constructive role in resolving the conflict CNBC. The French government emphasized that Beijing should not provide any support enabling Russia to continue the war.

Agreements Signed The leaders signed multiple deals covering nuclear energy, agriculture, education, and environmental cooperation. Xi called for deepening collaboration in aerospace, nuclear energy, digital economy, biopharmaceuticals, and artificial intelligence CNBC.

Special Protocol Macron received exceptional treatment, including a 21-gun salute and honor guard ceremony. Xi will accompany him to Chengdu on December 5, marking the third time the Chinese leader has joined the French president outside Beijing—a rare gesture in Chinese diplomatic protocol.

Analysis

Despite the warm reception, experts note challenges remain. Europe must deliver meaningful strategic autonomy by implementing foreign policy immune to US pressure to be treated as a major player, according to analysts. Recent examples, like the US-China brokered pause on rare earth export controls that significantly impacted European industry, suggest Europe has yet to secure its seat at the table of major powers.

Background and Context

The Strategic Landscape

France has emerged as Europe’s most vocal advocate for strategic autonomy—the ability to pursue foreign and security policies independent of external powers, particularly the United States. This fourth state visit by Macron to China since 2017 comes at a pivotal moment:

  • Post-Summit Tensions: Following a July 2024 EU-China summit that produced minimal results beyond climate commitments
  • Trade Imbalances: EU trade deficit with China reached €305.8 billion in 2024, with France alone facing nearly €20 billion in deficits
  • Ukraine War Dynamics: European concerns about being marginalized in US-Russia negotiations over Ukraine
  • Trump’s Return: Renewed American tariff threats affecting both Europe and China, creating potential common ground

France’s Unique Position

Unlike other European powers, France maintains significant strategic capabilities:

  • Permanent UN Security Council seat
  • Independent nuclear deterrent
  • Global military presence and expeditionary capabilities
  • Traditional emphasis on diplomatic independence (Gaullist legacy)
  • Leading role in EU foreign policy formation

Case Analysis: Macron’s Beijing Visit

Objectives

Primary Goals:

  1. Establish Europe as a recognized third pole in global geopolitics, separate from US-China bipolarity
  2. Address trade imbalances and secure greater market access for French products
  3. Leverage China’s influence to facilitate Ukraine peace negotiations
  4. Strengthen bilateral economic ties while maintaining principled positions on contentious issues
  5. Demonstrate European unity and leadership on the global stage

Tactical Approach:

  • Emphasis on dialogue and mutual respect
  • Focus on areas of cooperation: nuclear energy, agriculture, climate action
  • Soft pressure on sensitive issues (Ukraine, trade practices) without confrontation
  • Symbolic gestures reinforcing France’s status as China’s preferred European partner

Outcomes and Deliverables

Positive Results:

  • Multiple agreements signed in nuclear energy, agriculture, education, and environment
  • Unprecedented diplomatic treatment (21-gun salute, honor guard, second meeting in Chengdu)
  • Xi’s public endorsement of independent EU-China relations
  • Commitments to enhanced political trust and communication
  • Discussions on increased French agricultural exports (wine, pork, poultry, beef)

Limitations:

  • No breakthrough on trade deficit reduction mechanisms
  • Vague commitments on Ukraine without concrete Chinese pressure on Russia
  • Continued fundamental disagreements on subsidies and market access
  • No resolution on EU tariffs on Chinese electric vehicles
  • Absence of binding commitments on most contentious issues

Critical Assessment

Strengths of French Approach:

  • Consistent long-term engagement strategy building institutional relationships
  • Pragmatic balance between cooperation and principled positions
  • Skillful use of symbolic diplomacy to elevate France’s profile
  • Recognition that sustained dialogue prevents relationship deterioration
  • Understanding that China is essential for major global challenges (climate, Ukraine)

Weaknesses and Contradictions:

  • Gap between rhetoric of autonomy and reality of transatlantic dependence
  • Limited ability to deliver on strategic autonomy without broader EU consensus
  • France cannot offer market access comparable to full EU or trade concessions matching US leverage
  • Risk of being perceived as undermining EU unity by pursuing bilateral deals
  • Difficulty translating warm reception into substantive policy changes

Structural Challenges

The Autonomy Paradox

France faces a fundamental contradiction: advocating for European strategic autonomy while Europe remains structurally dependent on the United States for:

  • Security guarantees (NATO)
  • Technology ecosystems (semiconductors, cloud computing, AI infrastructure)
  • Financial system integration (dollar dominance)
  • Intelligence sharing and cyber defense
  • Energy security (post-Russian gas pivot to US LNG)

The Russia-Ukraine conflict has deepened rather than reduced these dependencies, contrary to French strategic goals.

The Representation Problem

France speaks for France, not Europe. Key challenges:

  • Germany, the EU’s economic powerhouse, pursues distinct China policies
  • Eastern European members prioritize security concerns and align closely with US
  • Southern European countries focus on economic benefits and investment
  • Nordic countries emphasize human rights and rules-based order
  • No unified European China strategy exists beyond broad frameworks

China understands this fragmentation and engages bilaterally with individual states while paying lip service to France’s autonomy narrative.

The Credibility Gap

For strategic autonomy to gain traction, Europe must demonstrate:

  • Independent decision-making immune to US pressure
  • Coherent foreign policy pursuing distinct European interests
  • Capacity to act as a major power in international crises
  • Economic leverage sufficient to influence Chinese behavior

Recent examples suggest Europe falls short: rare earth export controls were negotiated primarily between Washington and Beijing despite significant European industrial impact, demonstrating Europe’s peripheral status.

Long-Term Outlook

Scenario 1: Continued Stagnation (Most Likely)

Probability: 60%

France continues advocating for strategic autonomy while concrete progress remains limited. Europe muddles through with:

  • Persistent trade deficits with China
  • Symbolic diplomatic engagement without transformative breakthroughs
  • Continued dependence on US security guarantees
  • Gradual economic decoupling from China in sensitive sectors
  • Periodic tensions over subsidies, market access, and human rights
  • France maintaining privileged dialogue with Beijing but limited influence over Chinese policy

Drivers:

  • Structural dependencies difficult to overcome
  • Lack of European political will for true strategic autonomy
  • Competing national interests within EU
  • China’s preference for US engagement over European partnerships
  • US commitment to maintaining transatlantic dominance

Scenario 2: Strategic Breakthrough (Optimistic)

Probability: 20%

A confluence of factors enables meaningful European strategic autonomy:

  • Major US policy shift (isolationism, renewed Asia focus) creates space for European initiative
  • Ukraine war resolution through European-brokered framework
  • EU develops independent military capabilities and energy security
  • China recognizes value of strong European partnership as counterweight to US
  • France successfully builds EU consensus around strategic autonomy doctrine

Requirements:

  • Massive European investment in defense, technology, and energy infrastructure
  • Germany’s full commitment to strategic autonomy agenda
  • Resolution of internal EU divisions on China policy
  • Chinese willingness to make concrete concessions on trade and market access
  • Sustained French diplomatic leadership over 10-15 years

Scenario 3: Deterioration and Marginalization (Pessimistic)

Probability: 20%

Europe becomes increasingly marginalized in US-China competition:

  • Further deterioration in China-Europe relations over trade, technology, security
  • Europe forced to choose sides, aligning more closely with US
  • China prioritizes Global South partnerships over European engagement
  • France unable to maintain special relationship with Beijing
  • Strategic autonomy rhetoric abandoned as unrealistic
  • European influence in global affairs continues declining

Triggers:

  • Major crisis forcing explicit European choice between US and China (Taiwan scenario)
  • Collapse of Ukraine negotiations leading to permanent European-Russian hostility
  • Chinese economic slowdown reducing interest in European markets
  • US successfully pressuring Europe to adopt comprehensive China containment policy
  • Domestic political changes in France ending Macron’s autonomy push

Solutions Framework

Short-Term Solutions (0-2 Years)

1. Institutionalize EU-China Dialogue

  • Establish regular EU-China leaders’ summits (quarterly rather than annual)
  • Create permanent working groups on trade, technology, climate, and security
  • Develop crisis communication mechanisms to prevent escalation
  • Build people-to-people exchanges through education, culture, and research partnerships

Implementation: France should use its diplomatic capital to push for EU institutional reforms that mandate frequent China engagement with rotating leadership from major member states.

2. Focus on Deliverable Wins

  • Negotiate specific sectoral agreements (agriculture, green technology, aerospace)
  • Pursue mutual recognition frameworks for standards and certifications
  • Develop joint initiatives on third-party markets (Africa, Latin America)
  • Create innovation hubs for collaborative research in non-sensitive areas

Implementation: Identify low-hanging fruit where both sides have clear economic interests and minimal political sensitivity. Build trust through successful implementation.

3. Trade Rebalancing Mechanisms

  • Negotiated quotas for French/European exports to China
  • Investment reciprocity agreements ensuring equal market access
  • Transparency requirements for Chinese subsidies in exchange for tariff relief
  • Currency and financial cooperation to facilitate trade

Implementation: Link any concessions on EV tariffs or other restrictions to concrete Chinese commitments on purchasing European goods and services.

4. Ukraine Mediation Role

  • Position Europe as honest broker between Russia and Ukraine
  • Leverage Chinese economic interests in European reconstruction
  • Develop security guarantees framework that includes Chinese participation
  • Create economic incentives for China to pressure Russia toward negotiated settlement

Implementation: France should propose European-led peace conference with Chinese participation as equal partner, offering Beijing diplomatic prestige in exchange for constructive engagement.

Medium-Term Solutions (2-5 Years)

1. Build European Strategic Capabilities

Defense and Security:

  • Accelerate European Defense Union with integrated command structures
  • Develop independent intelligence and surveillance capabilities
  • Create European rapid reaction forces deployable without NATO approval
  • Invest in cyber defense and space capabilities

Economic Independence:

  • Reduce dependence on US technology through European alternatives
  • Diversify supply chains beyond both China and US
  • Develop European semiconductor manufacturing capacity
  • Create European cloud and data infrastructure

Energy Security:

  • Complete transition to renewable energy sources
  • Build interconnected European energy grid
  • Develop hydrogen economy and storage capabilities
  • Reduce dependence on any single external supplier

Rationale: Strategic autonomy requires actual capability, not just rhetoric. Europe must invest heavily in foundations of independent action.

2. Forge EU Consensus on China

Process:

  • Conduct comprehensive European strategy review on China policy
  • Negotiate common positions balancing member state interests
  • Establish clear redlines and areas of flexibility
  • Create burden-sharing mechanisms for trade adjustment costs

Key Elements:

  • Single European voice in major negotiations with China
  • Coordinated approach to technology transfer and investment screening
  • Unified tariff and trade policy (already exists but needs political backing)
  • Common position on sensitive issues (human rights, Taiwan, South China Sea)

Implementation: France should use rotating EU presidency opportunities to drive this agenda, building coalitions with like-minded states while accommodating diverse perspectives.

3. Develop Alternative Governance Frameworks

Multilateral Initiatives:

  • Propose EU-China-ASEAN trilateral dialogue on regional security
  • Create new institutions for global governance beyond US-dominated frameworks
  • Expand connectivity initiatives linking European and Asian infrastructure
  • Develop alternative financial mechanisms reducing dollar dependence

Rationale: If Europe cannot compete bilaterally with US or China, it can create multilateral frameworks where it plays convening role and shapes rules.

4. Strengthen European-Asian Partnerships

Strategic Relationships:

  • Deepen partnerships with Japan, South Korea, India, ASEAN
  • Create coalition of middle powers supporting multipolar order
  • Coordinate on China policy while maintaining constructive engagement
  • Build economic integration through comprehensive trade agreements

Implementation: France should leverage EU’s global trade network and diplomatic presence to build broad coalition supporting rules-based international order as alternative to US-China bipolarity.

Long-Term Solutions (5-10 Years)

1. Complete Strategic Autonomy Infrastructure

Political Integration:

  • Move toward common European foreign policy with majority voting
  • Create office of European Foreign Minister with real executive power
  • Establish European Security Council as decision-making body
  • Develop European strategic culture and shared identity

Economic Foundation:

  • Position Europe as global technology leader through massive R&D investment
  • Create European industrial champions capable of competing globally
  • Achieve energy independence through renewable transformation
  • Develop complete European financial ecosystem including reserve currency status

Military Capability:

  • Field credible European military capable of independent operations
  • Achieve nuclear umbrella through French-European deterrence framework
  • Develop autonomous weapons systems and advanced military technology
  • Create European intelligence agency and unified military command

Timeline: This represents generational transformation requiring sustained political will across multiple election cycles and member states.

2. Reshape Global Order

New Architecture:

  • Reform UN Security Council to include EU representation
  • Create new international institutions reflecting multipolar reality
  • Develop governance frameworks for emerging technologies (AI, biotech, space)
  • Establish alternative mechanisms for dispute resolution and enforcement

European Role:

  • Position EU as champion of multilateralism against great power unilateralism
  • Build coalitions supporting democratic values and human rights
  • Create attractive model of integration and shared sovereignty
  • Maintain principled engagement with China while preventing dominance

3. Transform China Economic Relationship

Vision:

  • Achieve balanced trade and investment flows
  • Create interdependence based on mutual benefit rather than asymmetric dependence
  • Develop joint leadership on global challenges (climate, development, health)
  • Maintain competition in technology and security while cooperating in other domains

Pathway:

  • Negotiate comprehensive EU-China partnership agreement
  • Create binding dispute resolution mechanisms with enforcement
  • Establish technology cooperation frameworks with intellectual property protection
  • Build joint projects in third countries demonstrating win-win cooperation

4. Cultivate Strategic Patience

Generational Perspective:

  • Recognize that geopolitical transformation requires decades, not years
  • Maintain consistent long-term strategy across political changes
  • Invest in future generations of European leaders with global vision
  • Build deep institutional relationships that survive individual leaders

Implementation:

  • Establish think tanks and research institutions focused on strategic autonomy
  • Create exchange programs training next generation of European diplomats and leaders
  • Fund long-term studies and scenario planning exercises
  • Develop European strategic community comparable to US foreign policy establishment

Singapore’s Perspective and Impact

Direct Implications for Singapore

1. Diplomatic Complexity

Singapore faces intensified pressure to navigate great power competition:

  • France’s autonomy push creates additional pole requiring separate engagement
  • Need to maintain relationships with US, China, AND Europe simultaneously
  • Risk of being forced to choose sides if tensions escalate
  • Opportunity to leverage European interests as counterweight to US-China rivalry

Impact: Singapore must dedicate more diplomatic resources to European relationships and develop sophisticated strategies for multi-polar engagement.

2. Trade and Economic Opportunities

Positive Developments:

  • Europe seeking to diversify away from China creates opportunities for Singapore as alternative hub
  • French-led European push into Asia increases investment and partnership opportunities
  • Singapore’s position as neutral, trusted partner becomes more valuable
  • Potential for Singapore to serve as bridge between Europe and Asia

Challenges:

  • Increased European protectionism and subsidy concerns affect Singapore’s export model
  • Competition from other ASEAN states positioning themselves as European partners
  • Need to navigate complex rules on technology transfer and supply chains
  • Risk of being caught in European-Chinese trade disputes

Strategic Response: Singapore should proactively position itself as essential partner for European strategic autonomy by offering:

  • Stable investment environment independent of great power pressures
  • Gateway to ASEAN markets through Singapore’s network
  • Trusted location for joint European-Asian ventures
  • Neutral ground for dialogue and cooperation

3. ASEAN Implications

France’s emphasis on European strategic autonomy has parallels with ASEAN’s centrality doctrine:

  • Both emphasize autonomy and avoiding great power dominance
  • Both seek recognition as independent actors in regional/global affairs
  • Both face challenges translating rhetoric into reality
  • Both could benefit from mutual learning and cooperation

Opportunity: Singapore, as ASEAN’s most globally integrated economy, can facilitate EU-ASEAN strategic partnership:

  • Propose institutionalized EU-ASEAN strategic dialogue
  • Create frameworks for cooperation on regional security, trade, and connectivity
  • Position ASEAN-EU partnership as model for middle power cooperation
  • Learn from European integration experience while adapting to Asian context

4. Security and Defense

Regional Security Architecture:

  • European military presence in Indo-Pacific increases as part of autonomy strategy
  • France’s Pacific territories and naval deployments create permanent European interest
  • Opportunity for Singapore to engage European powers in regional security
  • Potential for European contribution to ASEAN-led security frameworks

Singapore’s Response:

  • Expand defense cooperation beyond traditional US partnerships
  • Engage French and European forces in regional exercises and exchanges
  • Utilize European technology and expertise for defense modernization
  • Position Singapore as European partners’ key hub for Indo-Pacific engagement

5. Technology and Innovation

Decoupling Dynamics:

  • European drive for technological sovereignty creates demand for trusted partners
  • Singapore’s neutrality and IP protection make it attractive for European R&D
  • Opportunity to become testbed for European technologies in Asian markets
  • Risk of being forced to choose between US, Chinese, and European technology ecosystems

Strategic Positioning:

  • Invest in areas where Europe seeks autonomy (semiconductors, AI, green tech)
  • Attract European research centers and innovation hubs to Singapore
  • Create regulatory frameworks compatible with European standards
  • Build tri-lateral technology partnerships (Europe-Singapore-ASEAN)

Strategic Recommendations for Singapore

1. Proactive European Engagement

Singapore should move beyond reactive diplomacy to shape European engagement with Asia:

  • Increase high-level exchanges with France and key EU states
  • Participate actively in EU’s Indo-Pacific strategy formulation
  • Host major EU-ASEAN events and forums in Singapore
  • Build think tank and academic linkages on strategic issues

2. Economic Deepening

Leverage European autonomy push for economic benefit:

  • Negotiate enhanced Singapore-EU partnership agreement
  • Position Singapore as European companies’ Asian headquarters
  • Attract European sustainable finance and green investment
  • Develop Singapore as European gateway to ASEAN markets

3. Multilateral Leadership

Use Singapore’s diplomatic capital to build coalitions:

  • Convene middle powers supporting multipolar order
  • Create platforms for European-Asian dialogue
  • Champion rules-based international system
  • Facilitate cooperation on global challenges (climate, health, technology governance)

4. Balanced Hedging

Maintain Singapore’s traditional approach while adapting to multipolar reality:

  • Avoid exclusive alignment with any power
  • Build capabilities for independent action within ASEAN framework
  • Strengthen relationships with all major powers simultaneously
  • Maintain credibility as neutral, trusted partner

5. Long-Term Vision

Invest in foundations for sustained influence:

  • Develop expertise on European affairs comparable to US/China focus
  • Train diplomats and leaders in European engagement
  • Build institutional relationships with European counterparts
  • Create Singapore-based platforms for Europe-Asia strategic dialogue

Conclusion

French diplomacy in China represents an ambitious attempt to reshape global power dynamics by establishing Europe as an independent strategic actor. While the short-term results of Macron’s December 2025 visit are limited to symbolic achievements and modest economic agreements, the long-term vision of European strategic autonomy could fundamentally transform international relations.

Key Findings:

  1. Gap Between Ambition and Reality: France’s strategic autonomy rhetoric significantly exceeds Europe’s current capabilities and political will to act independently
  2. Structural Constraints: Deep European dependencies on US security, technology, and economic systems limit realistic autonomy prospects without generational transformation
  3. China’s Calculation: Beijing welcomes autonomy rhetoric as wedge against transatlantic unity but prioritizes US relationship and doubts European capacity to deliver
  4. Incremental Progress: Despite limitations, consistent French engagement prevents relationship deterioration and creates foundation for future breakthroughs
  5. Regional Implications: European autonomy push creates both opportunities and challenges for middle powers like Singapore, requiring sophisticated multi-polar diplomacy

Ultimate Assessment:

European strategic autonomy remains aspirational rather than operational. However, France’s persistent advocacy performs important functions: maintaining European-Chinese dialogue during tensions, positioning Europe for greater role if geopolitical conditions shift, and providing alternative vision to US-China bipolarity.

For Singapore, the key insight is that the emerging multipolar order creates both risks and opportunities. By proactively engaging Europe, strengthening ASEAN, and maintaining principled neutrality, Singapore can enhance its strategic relevance in an increasingly complex international system.

The success of French diplomacy—and European strategic autonomy more broadly—will ultimately depend not on Beijing’s reception but on Europe’s willingness to make hard choices and sustained investments necessary to back rhetoric with capability. Until then, France will continue receiving warm welcomes in China while European influence remains constrained by structural limitations.


This case study is based on analysis current as of December 2025. The dynamic nature of international relations means strategies and outcomes may evolve significantly over time.