Executive Summary
The Story So Far
Why This Matters
Who Thinks What?
The European Commission is closely monitoring the potential economic fallout from Poland’s recent decision to close all border crossings with Belarus, a move that has effectively severed a crucial overland trade route between the European Union and China amidst escalating security tensions. This measure, implemented by Warsaw in response to joint Belarusian-Russian military exercises and a recent drone incursion, extends to railway traffic, impacting an estimated €25 billion in annual goods trade.
Poland Cites Security Concerns for Border Closure
Poland decreed the complete closure of its border with Belarus this week, citing concerns for the safety of its citizens. This decision follows large-scale military exercises conducted by Belarusian and Russian forces near the Polish and Lithuanian borders, as well as an unprecedented incursion of 19 Russian drones into Polish airspace.
The new restrictions go beyond previous measures, which had primarily targeted road traffic since Minsk launched a campaign of instrumentalized migration in 2021. Railway traffic, previously largely unaffected by security tensions, is now also included in the indefinite closure.
Economic Impact on EU-China Trade Route
The closure directly interrupts a traditional overland trade route connecting the EU and China. While the Polish interior ministry acknowledged the logistical “challenge” for carriers and suggested the Belarus-Lithuania crossing as an alternative, it noted that “losses will be assessed once we know how long the border will be closed.”
Reports indicate that the railway closure affects approximately €25 billion in goods exchanged annually between the EU and China. This figure represents a small fraction of the total €732 billion in goods traded between the two blocs in 2024, the majority of which is transported by sea.
European Commission’s Stance and Response
Olof Gill, the Commission’s deputy chief spokesperson, confirmed that the institution is “looking at it closely” but stated it was “too early to go into further detail.” The European Commission, which holds exclusive competence on trade matters, has carefully avoided criticizing Poland, emphasizing solidarity with Warsaw since tensions with Belarus began.
Gill echoed the Polish position, stating, “This is a security issue.” He added that any trade-related challenges arising from the situation are a consequence of “Russia’s brutal, illegal and unjustified war.” The Commission confirmed it is in touch with Polish authorities to assess all aspects of the issue.
International Reactions
It remains unclear whether the European Commission is actively discussing the economic impact with the Chinese government. While Chinese Foreign Minister Wang Yi met with his Polish counterpart, Radosław Sikorski, in Warsaw on Monday, Beijing’s readout of the meeting did not specifically mention the border closure, instead broadly discussing “the sustainable development of bilateral trade.”