Policy Coherence in the Time of Economic Insecurity: Balancing the Sustainable Trade and Development Playbook of the New European Commission

The EU's efforts to integrate sustainability into its trade policy have met with mixed reactions, particularly from developing countries. Previously, the EU has sought to promote relevant autonomous measures and the Trade and Sustainable Development chapters in its trade agreements by offering support for implementation and compliance. However, further alignment of trade and development co‐operation, known as external policy coherence, faces growing challenges as the second von der Leyen Commission has made Europe's economic security a top priority. Although this new agenda has yet to translate into tangible (trade) policy actions beyond recently adopted initial measures, the shift in focus is driving increased investment in competitiveness and securing access to critical raw materials – efforts that, at times, appear fragmented rather than co‐ordinated. Whilst the EU acknowledges that partnerships, including those with countries from the Global South, are essential to strengthen its position in the growing geopolitical competition with other major economies, the increasingly complex global and regional context, coupled with shifting internal priorities, challenges the Commission's ability to balance the EU's trade and development ambitions. This commentary explores new directions for a coherent EU trade and development policy in the dynamic geopolitical landscape of 2025 and beyond.