Scenario description
Assume that by 2026-11-30, one or more major China trading partners outside the supplied EU auto-settlement and EU rapid import-restriction axes puts into effect a new or expanded binding trade-policy measure materially aimed at Chinese AI-linked, equipment-manufacturing, integrated-circuit, intermediate-goods, EV, battery, wind-component or closely related exports. The operational measure may include tariffs, trade-remedy duties, quotas, licensing or certification limits, procurement or market-access restrictions, or customs enforcement rules that newly restrict covered imports. Reported rates, covered volumes, product lists and exemptions remain whatever the official measure states; do not assume additional magnitudes beyond the enacted measure.