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It’s hard to overstate the importance of this… If ever there was a clear sign 🪧. - that the simultaneous negotiated abandonment of Ukraine 🇺🇦 to Russia 🇷🇺 & the aggression in Venezuela 🇻🇪 is part of a broader decision to - cede Taiwan 🇹🇼 & Japan 🇯🇵 to China 🇨🇳. This is it. This pulls forward the probability & timeline of China 🇨🇳 action in Taiwan 🇹🇼. https://t.co/38ekphRdGt https://t.co/S6uY8fTm12 https://t.co/9Jwup0lxXU
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This is big. The final U.S. National Security Strategy was just published and the refocus on the Western Hemisphere (i.e. the Americas) is confirmed. The document clearly establishes this as the U.S.'s number 1 priority, saying that the U.S. will now "assert and enforce a 'Trump Corollary' to the Monroe Doctrine." In terms of military presence, they write that this means "a readjustment of our global military presence to address urgent threats in our Hemisphere, and away from theaters whose relative import to American national security has declined in recent decades or years." On China, a couple of points. The most striking aspect to me is that China is NOT anymore defined as "the" primary threat, "most consequential challenge," "pacing threat," or similar formulations used in previous such documents. It's clearly downgraded as a priority. Based on the document's structure and emphasis, the top U.S. priorities could be characterized as: 1) Homeland security and borders (migration, cartels, etc.) 2) Western Hemisphere (Monroe Doctrine restoration) 3) Economic security (reindustrialization, supply chains) 4) China and Indo-Pacific To be clear they don't define China as an ally or a partner in any shape or form but primarily as 1) an economic competitor, 2) a source of supply chain vulnerabilities (but also a trading partner) and 3) a player who regional dominance should be "ideally" denied because it "has major implications for the U.S. economy." Interestingly, I believe for the first time ever, they mention the possibility of being overmatched militarily by China: - They write that "deterring a conflict over Taiwan, ideally by preserving military overmatch, is a priority": "ideally" clearly means that it's ideal, but not necessarily a given. The fact that they call deterring conflict over Taiwan merely "a priority" also suggests, by definition, that it's no more a top strategic priority, or a vital interest. - On Taiwan they also clearly imply that if the U.S.'s "First Island Chain allies" don't "step up and spend - and more importantly do - much more for collective defense", then there might be "a balance of forces so unfavorable to us as to make defending that island impossible." They still maintain that "the United States does not support any unilateral change to the status quo in the Taiwan Strait" but, clearly, there's a widening gap between what the US says it opposes and what it's actually willing to do about it. Interestingly as well, contrary to previous such document, there is zero ideological dimension in the document when it comes to China. No "democracy vs. autocracy" framing, no "rules-based international order" to defend, no values-based crusade. China is treated as a practical issue to be managed, not an ideological adversary to be defeated. In fact the document explicitly mentions, I think for the first time ever as well, that US policy is now: - "not grounded in traditional, political ideology" - that they "seek good relations and peaceful commercial relations with the nations of the world without imposing on them democratic or other social change that differs widely from their traditions and histories" - and that they seek "good relations with nations whose governing systems differ from ours." Which is quite a stunning departure from the rhetoric of the past few decades. We all knew this but it's now amply clear that the era of missionary liberal internationalism in US foreign policy is dead and buried. The competition with China is primarily described in economic terms, explicitly so: they write the competition is about "winning the economic future" and that economics are "the ultimate stakes." Notably, they admit that the tariffs approach "that began in 2017" when it comes to China essentially failed because "China adapted" and has "strengthened its hold on supply chains." The new strategy, as described in the document, is to build an economic coalition against China that can exert more leverage than the US economy alone - a tacit admission that America just isn't powerful enough on its own anymore. The contradiction is however obvious: unclear how you build an economic coalition against China while simultaneously waging trade wars against your coalition partners, demanding they shoulder more of their own defense, and treating every allied relationship as a deal to be renegotiated in America's favor. At some point these "allies" will be asking a very obvious question: why sacrifice our economic interests to prop up an America that can no longer compete on its own - and that offers us less and less in return? The document can be found here: https://t.co/IuMSAiz5RX

RnaudBertrand ↗

Trump’s National Security Strategy just dropped. Wow. Bridge Colby has clearly been defeated. The declaration is tantamount to formally surrendering the US position in Asia. We have the Western Hemisphere, Europe and the Middle East but no Asia. The only core, vital US interest in the Indo-Pacific is described as the security of sea-lanes, supply chains, and critical minerals. No mention of Japanese, Korean, Taiwanese security; not even of abstract allies in Asia. No doubt there will be great panic in Asia. Japanese proliferation seems like a done deal. But the more interesting response to watch will be in Korea and Taiwan. Here is the US for all practical purposes declaring the end of US protection. You might recall that I was skeptical of the idea that the US was going to move towards a policy of hemispheric defense. I was right in as much as Europe and Middle East are declared to be vital US interests. But even I am taken aback by the US pivot away from Asia. That is not what I was expecting at all. This is the clearest signal yet that the Trump team is negotiating a spheres of influence arrangement with China. https://t.co/hW4QyRDYHv

policytensor ↗

China is demanding Japan acknowledge the Cairo/Potsdam Declarations, but these documents not only allow China to use force against Taiwan, but also on Japan. This is why a Taiwan contingency is a Japan contingency. SEE HOW CHINA MAY START A CONFLICT based on these documents: https://t.co/KZAh0FkTYW

royngerng ↗
Library as of 2026-10-23