opinion

Zelensky Pressures Belarus Over Support for Russian Drone Operations

Diplomatic sparring between Ukraine and Belarus escalated sharply on 19 June, when Ukrainian President Volodymyr Zelensky demanded that Belarus dismantle communications infrastructure allegedly used by Russia to extend the range of its strike drones. Zelensky has offered a week for such removals to take place, reportedly saying, “I am giving a week for it to be withdrawn; otherwise, we will do it ourselves.” This marks a severe deterioration in relations since Belarus allowed Russian forces to cross Ukraine’s northern border using Belarusian territory in 2022. Following Russia’s withdrawal from Ukraine’s northern regions, Belarus has not enabled further assaults from its own territory but has actively aided Russian efforts, in part, by allowing drones to operate over Belarusian territory to strike Ukrainian targets with less warning. These increased tensions follow recent statements from Belarusian President Alexander Lukashenko aimed at easing tensions, stating, “If Volodymyr Oleksandrovych was offended, I apologize to him for those words… Perhaps I shouldn’t have spoken so sharply about it. But, on the other hand, he should understand, as we often say: you get what you give.” As Zelensky applies pressure to Russia’s key European ally, Lukashenko’s response may determine whether his country will begin to withdraw support or play a larger part in this war.

Belarus’ Assistance in Putin’s Invasion

Belarus has played a vital role in Russia’s aggression since 2022, remaining one of Moscow’s most important enablers throughout the war. On the opening days of the conflict, 45,000 Russian soldiers crossed into the capital region of Kyiv. Since Russia’s withdrawal from northern Ukraine, Belarus has remained a tacit supporter of the invasion, finding auxiliary ways to support its key strategic ally’s actions in Ukraine without directly becoming involved itself. While weapons transfers and diplomatic support aid Moscow’s war effort, Belarus’ most valuable contributions come from two primary sources. First, Belarus’ expansive border with Ukraine. The two countries share a border that stretches over 1,000 kilometers. The existence of a Russian ally on Ukraine’s northern border introduces the risk of another attack from this direction, requiring the dedication of over 100,000 soldiers to the defense of a region that may not become active for the duration of the war. Second, neutral airspace was made available to long-range strike drones. Without this advantageous lane of attack, Russian drones, such as the Geran-2, must spend hours loitering over Ukrainian territory, where they are exposed to interception attempts while trying to reach their targets. Additionally, and central to Zelensky’s latest ultimatum, Belarus has reportedly allowed Russia to build a network of relays along Ukraine’s border to expand the range of its strike drones, allowing greater operational reach and improved resistance to electronic warfare.

Belarusian Capabilities

Threats made without the capability to enforce them are functionally pointless, suggesting that Zelensky believes Ukraine occupies a militarily advantageous position relative to Belarus. This warrants analysis of Belarus’ military capabilities to determine whether they pose a threat to Ukraine. As of 2022, Belarus reportedly maintained an active-duty army of approximately 48,000 soldiers, with inactive trained reserves and additional supporting personnel amounting to another 300,000 people. The country fields 1,200 main battle tanks and 3,400 other armored fighting vehicles, although it is unclear how many remain in active service. Many of these vehicles are of questionable utility, with Belarus operating mainly vintage Soviet equipment and few vehicles having been modernized to contemporary standards. The Belarusian Air Force fares slightly better, fielding 48 front-line fighter aircraft, of which 16 are new Su-30SM/SM2 airframes. The war and its rapidly changing dynamics have forced Belarus to invest in the modernization of its armed forces. However, in contrast to many Western modernization programs, which frequently involve high-value equipment deals, Belarusian efforts have focused more heavily on improving infantry capabilities. Belarus currently funds several programs for procuring modern armored vehicles and has recently made new equipment purchases from Russia, including the nuclear-capable intermediate-range ballistic missile known as Oreshnik. More transformative, however, are efforts to reform the country’s mobilization system and employment of experienced Wagner mercenaries to train Belarusian soldiers in drone-centric combat techniques. This could be interpreted either as an inability to afford more comprehensive reforms or as a deliberate shift away from traditional reliance on armored formations in favor of unmanned systems. Regardless of the motivation, these programs demonstrate substantive efforts to improve the military readiness of a vital ally to Russia.

Ukrainian-Belarusian Diplomatic Efforts

Zelensky’s demand follows months of escalating tensions between Belarus and Ukraine, contrasting Belarus’ traditionally ancillary role in Ukrainian foreign relations. Due to Belarus’ refusal to participate directly in combat operations, Kyiv had little incentive to press diplomatic issues and antagonize its northern neighbor. Until the recent flare-up, it was in Ukraine’s interest to keep Belarus on the sidelines while accepting the reality of Belarusian aid and weapons transfers that benefited Russia. Relations between the two countries followed a repeated cycle of saber-rattling, military posturing, de-escalation, and periods of calm. Lukashenko has repeatedly offered his services as a mediator between Russia and Ukraine, although Kyiv has rejected these offers because of Belarus’ close ties to Moscow. Tellingly, despite Belarus aiding its aggressor, Ukraine has maintained diplomatic ties with Minsk throughout the conflict. Lukashenko further offered to open bilateral talks with Kyiv in late 2025 in an attempt to reduce rising tensions. These efforts failed to bear fruit as relations deteriorated to their lowest point since the beginning of the war in May 2026. Following the construction of additional drone launching facilities in Belarus and an increase in Russian drone strikes, Ukrainian diplomacy shifted towards the application of direct pressure. Kyiv’s announcement that it had identified more than 500 strategic Belarusian targets in the event of conflict culminated in Zelensky’s ultimatum to dismantle Russia’s drone relay network within a week. The ultimatum suggests that Ukraine is abandoning its previous strategy of managing tensions with Belarus in favor of direct pressure. It also followed the largest Ukrainian drone strike on Moscow to date. Viewed in that context, Zelensky appears to be leveraging Ukraine’s growing long-range strike capabilities while simultaneously attempting to disrupt a component of Russia’s own drone warfare infrastructure.

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China, Egypt, and Iran: Challenging U.S. Military Presence in the Gulf

The Chinese strategy employs research and intelligence institutions working to foster closer ties between Iranian national security institutions and the Egyptian military, aiming to undermine the American presence in the Middle East. Prominent among these institutions are the Middle East Studies Institute at Shanghai International Studies University, the China Institute of International Studies, and the Center for West Asian and African Studies. These Chinese research centers, which shape China’s relations with countries in the region and the Gulf, include the Middle East Studies Institute at Shanghai International Studies University (SISU), which directs studies related to security and defense issues and facilitates direct dialogue between think tanks in Iran and research centers in Egypt. Another example is the China Institute of International Studies (CIIS), which reports directly to the Chinese Ministry of Foreign Affairs and works to engineer diplomatic plans that align Egypt’s strategic interests with the objectives of Tehran and resistance movements in the region. Chinese think tanks and intelligence agencies also rely on a number of People’s Liberation Army-backed space intelligence companies, such as MizarVision and EarthEye. These Chinese companies have provided high-resolution satellite imagery and intelligence data to support operations targeting US bases in the Gulf and the Middle East. These Chinese entities coordinate and plan operations through various mechanisms and initiatives officially launched by China, most notably the Global Security Initiative (GSI). Beijing also uses forums, such as the China-Arab Cooperation Forum, to pressure Middle Eastern and Gulf countries to withdraw foreign forces and end US hegemony in the Gulf and the Middle East. This is framed as ending direct interference in the internal affairs of countries in the region. Beijing is also seeking to establish permanent overseas bases, most prominently the Djibouti naval base in East Africa, to support its regional alliances and ensure the continuity of global supply lines for Chinese interests and investments within the framework of the Belt and Road Initiative.

The relationship between Chinese military and intelligence think tanks and the Egyptian army is highlighted by their shared goal of countering American hegemony and expelling US military bases from the Gulf and the Middle East. China is strengthening its strategic cooperation with the Egyptian army as part of the Djibouti-UAE-Egypt axis, with Beijing relying on Cairo as a key launching pad to secure maritime navigation and reduce American military influence. Beijing is utilizing its strategic institutions and think tanks to provide technological and logistical support to the Egyptian army, aiming to create a regional power capable of maintaining strategic balance in the region against American hegemony and interventions. This escalating security and strategic relationship between the Egyptian and Chinese armies rests on several key pillars, most notably intelligence and military partnership. China aims to train the Egyptian military elite through Egyptian military academies and coordinate threat assessments and mutual monitoring of the military movements of the United States and its allies in the Gulf and the wider region. With the implementation of several joint exercises between the two sides, the Chinese vision crystallized in the (Civilization Eagles maneuvers), which brought together the air forces of China and Egypt. This paves the way for the transfer of military technology and the integration of Chinese systems with Egyptian defenses independent of the West, along with the localization of Chinese military industries in the heart of Cairo. China is negotiating with the Egyptian Ministry of Defense to develop local manufacturing capabilities and transfer defense technology. There are also reports of integrating Chinese systems into Egyptian systems to reduce Egypt’s dependence on American-supplied weaponry. Beijing seeks to create a counterweight to American hegemony in the Middle East and the Gulf. China sees Egypt’s refusal to host any American military bases as a cornerstone of its strategy, relying on the Egyptian and Emirati armies to guarantee regional security as an alternative to the traditional American presence in the Gulf and the Middle East.

Chinese research, military, and intelligence think tanks are working to engineer an asymmetric strategic partnership to end American hegemony in the Middle East and the Gulf. Chinese think tanks, military research centers, and intelligence agencies are operating according to a clear strategic vision aimed at building asymmetrical partnerships in the Middle East and the Arabian Gulf to reduce American influence and establish a multipolar world order. Beijing provides Tehran with technical and intelligence support to deter Washington, while simultaneously seeking to strengthen military cooperation with Egypt as a pivotal regional power. This strategy aims to diminish American influence and secure China’s vital economic interests. The Chinese strategy in the region rests on several pillars, most notably its strategy toward Iran and its technical and intelligence support for the country. China has secretly supplied Iran with advanced satellite technology from its BeiDou satellite system, bypassing Western and American GPS systems, as well as sophisticated air defense systems. This has significantly enhanced the Iranian Revolutionary Guard’s ability to monitor and target American military bases in the region and the Gulf.

The objectives of Chinese think tanks, political, strategic, military, and intelligence research centers become apparent here, as they attempt to plan a path to link Iran to China’s Belt and Road Initiative and transform Iranian military pressure into a tool for destabilizing the US bases deployed in the region and the Gulf. The convergence between China and the Egyptian military is highlighted through the comprehensive strategic partnership between the two countries. Beijing is inclined to strengthen military cooperation with Egypt, capitalizing on its political stability and its geographic location controlling vital maritime trade routes, and to transfer advanced Chinese military technology to Egypt. Beijing has revealed its desire to be a major supplier of equipment to the Egyptian army, such as the J-10 aircraft. This aims to increase Egypt’s strategic maneuvering room and reduce the dominance of Western weaponry.

The stability achieved by the Egyptian leadership is a fundamental pillar supporting the comprehensive strategic partnership, as Beijing seeks to secure its economic and military interests with a stable and influential regional power. Therefore, China is investing in the Belt and Road Initiative, for which the Suez Canal is a vital artery in the Middle East. Cooperation extends to the exchange and transfer of military technology, joint military manufacturing, advanced air defense systems, and the evaluation of potential acquisitions of modern Chinese fighter jets. Furthermore, joint air exercises have been conducted, with the Egyptian Armed Forces carrying out their first-ever joint air exercise, dubbed Eagles of Civilization with China, involving multi-role fighter aircraft from both countries, underscoring the deepening defense partnership between them.

In this context, China relies on the Egyptian military within the framework of its strategic and African axis to counter American influence. For China, Egypt represents its strategic gateway to the African continent and a cornerstone in its maneuvers against the US Africa Command (USAFRICOM). In addition to joint military exercises, China and Egypt have conducted joint air force drills, a clear indication of an unprecedented military rapprochement that has drawn close American scrutiny. With China’s move to transfer technology and arms deals to Cairo, it is positioning itself to support the Egyptian army with advanced air defense systems, such as the HQ-9B. This enhances Egypt’s air deterrence capabilities and forms part of strategic military deals aimed at reducing dependence on the United States and its Western allies. On the other hand, China relies on Iran as a deterrent and direct driver, exerting pressure on American bases in the region. Iran represents the spearhead of China’s brinkmanship policy against American military bases in the Gulf, Iraq, and Syria, with Tehran threatening to strike them should any regional conflict erupt. In conjunction with the economic and diplomatic alliance between Beijing and Tehran, China uses emerging alliances, such as the BRICS group and the Shanghai Cooperation Organisation (SCO), to establish Iran’s political foothold. It sometimes resorts to mediation policies as a tool to reduce the likelihood of a direct confrontation with Iran, which could harm its commercial interests, such as China’s sponsorship of Pakistani mediation efforts between Iran and the United States to stop the war against Iran and allow the Strait of Hormuz to be opened to global trade and navigation.

China’s major objectives in the Middle East lie in a strategy of attrition against the United States. China uses Iranian actions as a clever pressure tactic to test and deplete American military technology without direct involvement in wars of attrition, while simultaneously attempting to create a new regional order. Here, Chinese intelligence agencies coordinate networks of overlapping interests to push countries toward understandings that transcend the American security umbrella, paving the way for the future withdrawal of foreign military bases. The pillars of China’s strategy for alternative hegemony are based on asymmetric partnerships. Beijing focuses on presenting itself as a reliable economic and technological partner without political conditions or interference in internal affairs, unlike the American model based on conditionality and direct military alliances. With China’s emphasis on the economy as a gateway to security, it utilizes the Belt and Road Initiative and its massive investments in infrastructure and ports, such as the Khalifa Port in the UAE and the Port of Duqm in Oman, to solidify its strategic presence and transform economic dependence into long-term geopolitical influence. With Beijing’s use of security diplomacy and mediation, Chinese decision-making centers have adopted a common security approach and offered political mediation, such as sponsoring the Saudi-Iranian agreement, to solidify Beijing’s role as an international peacemaker and portray the United States as a destabilizing force through the militarization of the region. This is coupled with China’s technological and intelligence penetration of the region and the Gulf, where Chinese partnerships focus on transferring 5G technologies, artificial intelligence, and space cooperation with Gulf states. This grants Beijing intelligence-gathering capabilities and allows it to connect the region’s vital systems to the Chinese technological infrastructure. Chinese think tanks and intelligence agencies are planning to cautiously fill the void, as China avoids direct military confrontation with Washington in the region and prefers to capitalize on the Gulf states’ desire to diversify their partnerships and hedge against the gradual decline of American interest in the Middle East.

Accordingly, we analyze that China’s military strategy in the Middle East and Africa relies on building defense partnerships with diverse objectives. It utilizes the Egyptian army as a pivotal regional power to bolster its influence and counterbalance the American presence through advanced training cooperation while simultaneously leveraging its relationship with Iran to exert pressure on American bases, particularly in the Gulf, and secure its oil interests all within a comprehensive policy aimed at dismantling American hegemony in the region.

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The New Test of US-Iran Diplomacy

The 14-point Islamabad Memorandum of Understanding between the United States and Iran deserves cautious support, not celebration. Its most important promise is immediate and permanent cessation of military operations on all fronts, including Lebanon. That is a serious achievement if it holds. The reported US-Iran text also commits both sides to avoid threats or use of force and to respect sovereignty. But wars do not end because officials announce elegant clauses. They end when armies, proxies, navies, banks, inspectors and political leaders behave differently the next morning.

The reported Versailles signing, with President Macron nearby, gave the accord theatrical weight. The reported confirmation by Iran’s Foreign Ministry gave it visibility in Tehran. Yet the title “Islamabad” may be the most revealing symbol. It suggests that diplomacy around Iran is no longer owned by Washington and Europe alone. Pakistan, Qatar, Oman and Gulf states now matter. That is healthy. But symbolism cannot replace sequencing. A memorandum is useful only if it becomes a disciplined path toward a final settlement.

Hormuz is the pressure point

The Strait of Hormuz is the economic heart of this agreement. The International Energy Agency describes it as one of the world’s critical oil chokepoints, so restoring commercial shipping is a global necessity. The MOU’s promise of safe, toll-free passage for 60 days can calm markets, but it cannot settle maritime governance. Iran’s future talks with the Sultanate of Oman and other littoral states must produce rules on fees, inspections, de-mining, escorts and disputes. Without that, Hormuz remains a bargaining chip, not a secure passage.

The most controversial part is economic. Washington would provide waivers for Iranian oil exports, make frozen assets usable, avoid new sanctions during talks and support a reconstruction plan of at least $300 billion. This could be pragmatic statecraft or a strategic mistake. The OFAC Iran sanctions system affects banks, insurers, traders and shippers. Recent State Department sanctions show how aggressively Iranian petroleum networks had been targeted. Relief must therefore be sequenced with measurable action. If Tehran receives benefits before verification, critics will call it capitulation. If Washington delays relief after compliance, Tehran will call it bad faith.

Nuclear language cannot stay vague

Iran’s renewed pledge not to build nuclear weapons is necessary, but not enough. The decisive issue is the future of enriched material, enrichment activity and inspection access. Any final deal must put IAEA Iran monitoring at the centre. The IAEA’s NPT safeguards framework and the Non-Proliferation Treaty offer the right balance: Iran has civilian nuclear rights, but the world has a right to credible assurance that military pathways are closed. Down-blending enriched material under inspection may be a start. It cannot be the finish line.

Including Lebanon in the ceasefire is wise, but risky. The promise to protect sovereignty echoes the UN Charter. But Lebanon has long suffered from the gap between formal sovereignty and armed reality. If Hezbollah, Israel, Iran or any other actor treats Lebanon as a loophole, the ceasefire will collapse at its weakest seam. The final text must clarify what “all fronts” means, how non-state armed groups are restrained, and what happens if a party violates the ceasefire through an ally.

The final agreement must be public and enforceable

A binding UN Security Council resolution is essential, but it should not rubber-stamp ambiguity. The history of Resolution 2231, wider UN sanctions practice, IAEA reports to the Security Council, and the UN record on Iranian ballistic missiles shows why detail matters. The final agreement must define deadlines, verification triggers, consequences for breach and the exact sanctions schedule. The Guardian’s analysis and Iran International’s reporting underline the same reality: the MOU buys time, but time can be wasted.

The Islamabad MOU is not peace. It is a pause with possibilities. It should be supported because war has already proved disastrous, but it must be judged by performance: ceasefire maintained, Hormuz reopened, sanctions relief sequenced, nuclear material verified, Lebanon protected and the final deal anchored in law. Anything less would turn a promising memorandum into another diplomatic mirage.

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The New East India Companies: How Tech Giants Are Colonizing the Global South for AI

For decades, historian’s discussion about colonialism has revolved around large armies, territorial conquests and vast empires. Yet, they often fail to focus on the fact that one of the most powerful empires did not begin with soldiers – it emerged because of corporations. The British East India Company, in 1600 started its commercial activities in the sub-continent, initially as a trading merchandise seeking profit in foreign markets. Within the period of two centuries, it acquired its own military, expanded its territorial influence, and started acting as a ruling government that ultimately blurred the difference between private capitalist enterprises and sovereign national authority. More than two hundred years later, Artificial Intelligence (AI) is the latest incarnation of that colonial legacy. Unlike previous forms of colonialism of territory and resources, this control is primarily centered around data, algorithmic decision-making systems, and automated computation. Their territories are not like land, it is the dominance over data ecosystems; their currency is not raw materials, it is ‘data’, and their empires are not built on castles, but are gigantic ‘data-centers’. Instead of emancipation for the marginalized, this technology creates new forms of dependency known as ‘digital dependency’.  

The 21st century is witnessing a growth of an imperial empire that is built on establishing control over datasets, computational power, and algorithmic sovereignty. Where a few Chinese and American tech giants such as NVIDIA, Amazon Web Services, Google Cloud, and Microsoft Azure are controlling the digital markets through complete ownership of cloud platforms, chip production, and algorithmic intelligence. These hegemonic corporations act as imperial powers that perpetuate similar inequalities to traditional colonists, in which the global south risks becoming a resource for the tech giants. The comparison might seem like an exaggeration, but in reality AI colonialism follows similar patterns. Historically great economies were built on extraction; they extracted raw materials from peripheries, and then the industrial base at the center transformed into a worthy product, geopolitical influence, innovation, and wealth. Cotton flowed from subcontinent to Britain; rubber moved from southeast Asia to European countries, while minerals obtained from Africa were sent to imperial empires.

Today, the AI economy adopts an akin model where “data” is the vital material for digital functioning.  Millions of people from the south utilize these platforms; every search, GPS location, digital personal profile, and digital transaction becomes part of the data ecosystem that is required for its training, but their economic value is located elsewhere. It is particularly evident in African countries, where millions of people rely on these foreign platforms for information. Their data from search engines, digital databases, and social media, is then used to train the AI models, whilst the African community receives little economic benefit or no influence over how these technologies are deployed in their region. By controlling these giant data ecosystems, these tech conglomerates also gain leverage over their political, social, cultural, and economic affairs. Even though having a digital footprint is a sign of progress, when it is foreign owned or funded by external actors, it can be manipulated as imperialistic power that not only controls the data system, but also significantly affects the local traders and businesses.

Similar to east India companies, these tech corporations operate across national jurisdictions, shape economic trajectories and influence domestic governments to sustain their digital dominance. They shape information systems, and their regimes of truth. They decide which technology should be introduced in the market, at what cost, what conditions, and for whom. The east India company governed India not through military conquests but because the local leaders became dependent on the commercial and political networks controlled by the corporation. Their economic dependency paved the way for the east India company’s takeover. Today, the danger is not that the tech corporations will rule the state directly, rather it is the fear that the national governments will become so dependent that the exercises of their sovereign autonomy will be meaningless. AI colonialism is at the front, recreating the colonial dependency traps.

Another manifestation of ‘digital colonialism’ in the global south is the extraction of data through coercive bundles of consent forms. Most people from third-world countries click ‘accept all’ to install an app or to log into a website without reading its full contents. It is an illusion of ‘choice’ created by these companies, but in actuality, these people have no choice. If they ‘refuse’ to click they might lose their access to digital accounts, bank apps, or mobile services. Colonial powers used a similar tactic of ‘terra nullius’ ­to lay claim on foreign land and resources. The new digital ecosystems are now integrating modern forms of terra nullius to govern the global data and algorithmic infrastructures. In addition to controlling the databases, the new AI colonial world order exploits the cheap labor services of the global south to maximize their profits. During Venezuela’s economic crisis, the prime educated force was readily exploited as ‘cheap labor’ by the Silicon Valley. In exchange for survival income, they were exposed to precarious working conditions, pay-cuts, unstable contracts. This reflects that the AI colonialism is following the legacy of historical empires step-by-step; controlling foreign ecosystems, exploiting cheap labor, and profiting over their raw materials.

The digital hegemony in the global south extends beyond economical matrix; it is the struggle over political influence, power, and raw materials that will ultimately determine who will produce the knowledge, who controls the technology, and who profits off the wealth generated by AI ecosystems. Colonial history should not be merely viewed as the ancient past, but as a lesson to reject the ‘modern empires’. In order to do so, the global south must invest in indigenous technology companies, data systems and regulatory digital frameworks to protect the local’s data. Unless the global south acts collectively against AI colonialism, it may again serve as a colony supplying critical resources that enrich others whilst itself remains excluded from the global power centers. 

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Hypersonic Tracking and the Future of Strategic Stability

For decades, satellites have provided critical data for military activities in active and non-active combat zones. One of the most significant integration of space-based technologies emerged in missile defense systems during the Cold War. Satellite constellations provided critical data on the launch sites and trajectories of ballistic missiles. The US Defense Support Program (DSP) was the first program to launch satellite constellations to detect heat signatures of Soviet ICBMs with infrared sensors. The Soviet Union launched the first generation of early warning systems under OKO satellite constellations against US missile threats. These systems of satellite constellations allowed both the US and the USSR to maintain a close watch over each other’s strategic capabilities and allowed for much needed early warning that upheld mutual deterrence between the two powers.

Fast forward to the current era, today’s missile defense systems have shown a very limited success rate against hypersonic missiles. The tracking and interception capabilities of current missile defense systems have remained effectively limited due to speed, maneuverability, and depressed flight of hypersonic missiles. Traditional missile defense systems have been outmaneuvered by hypersonic missiles, which increases the threat level due to their capability to reach and hit targets with a high success rate. Modern hypersonic missiles can still be detected with infrared sensing during their boost phase, but Hypersonic Glide Vehicles (HGVs) are extremely difficult to track and intercept primarily due to their maneuverability. The radar-evading capabilities of HGVs affect the strategic calculus by shrinking detection and reaction time duration during crises and conflicts.

As a remedy, the US has introduced the Hypersonic and Ballistic Tracking Space Sensors (HBTSS) to counter the threat of HGVs and Hypersonic Cruise Missiles (HCMs). The HBTSS will be a major component of the US Golden Dome missile defense project. It is a layered network of command-and-control systems, interceptors, and space-based sensors to build an advanced layer of missile defense system. What makes HBTSS different from traditional missile defense systems is the satellite constellation, which provides real-time tracking data of missiles. Traditional defense systems like Space Based Infrared System (SBIR) could detect the launch of missiles, but HBTSS can detect, track, and possibly predict the target of the missile.

Because HGVs present a unique challenge due to low flight path and maneuverability and often operate under the coverage of conventional radars, which make it difficult for traditional defense systems to detect. HBTSS relies on space-based sensors, which can detect and track continuously from space. Theoretically, it can be called a space-based missile defense system reflecting the growing strategic importance of space in the military domain. It relies on an interconnected satellite network that can work as a kill web across the globe against the threat of hypersonic missiles.

HBTSS is an emerging strategic shift as it starts a new era of space weaponization with a layer of satellites for enhanced detection and tracking. A reliable space-based tracking system bolsters a state’s capabilities to deal with the threat of hypersonic missiles with improved early warning and missile tracking systems, and reduces the threat of surprise attacks from an adversary. Although missile forces hold great impact on deterrence stability, the induction of HTBSS will question the effectiveness of missiles during crises and conflicts if a more advance missile defense system is introduced. This will provide a wider view from space with more accuracy and precision, and increase the vulnerability of missile forces of states.

Because ground-based nuclear forces are considered vulnerable, many countries have developed second-strike capabilities, particularly at sea, to preserve deterrence even after absorbing an initial attack. But the development of HBTSS undermines the survivability of a state’s missile forces with an enhanced detection and tracking system. Even though the United States and Russia continue to maintain certain crisis management and risk reduction mechanisms, including hotlines and military deconfliction channels, the suspension of New START has weakened the broader framework of strategic stability. While in conflict-prone regions like South Asia, India and Pakistan possess a more limited and less institutionalized set of confidence-building measures (CBMs), making crisis management in South Asia particularly challenging due to emerging technologies.

The peaceful use of outer space depends on the intent and actions of major powers. Sometimes measures taken for self-defense can also prompt a proportionate reaction in the form of countermeasures. The strategic impact of HBTSS on the missile forces may lead to more advance, fast, and lethal missiles for survivability. The development of HBTSS will not end the arms race, it will intensify the arms race with countermeasures.

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Japan’s New Security Strategy: China’s Response, Taiwan, and U.S. Influence

China officially objected through its Foreign Ministry to the Japanese draft resolution to increase armaments and abandon Japan’s post-World War II commitment not to rearm its military, as approved by the Liberal Democratic Party of Japan during its general council meeting. The draft resolution proposed amending three key security documents, which are the National Security Strategy, the National Defense Strategy, and the Medium-Range Defense Forces Enhancement Plan. It was to be submitted to the Japanese government and parliament for further discussion. Chinese authorities officially rejected and objected to the draft, deeming it a threat to their national security and their spheres of direct influence in Taiwan, the South China Sea, and the Indo-Pacific region. They considered it a radical escalation of Japan’s security strategy, detrimental to Chinese national security and to the global security initiative proposed by Chinese President Xi Jinping.

Here, the revision of Japan’s three security documents, represented in the National Security Strategy, National Defense Strategy, and Defense Force Enhancement Plan, represents a strategic shift away from its post-war pacifist constitution toward more proactive and independent military policies. The nature of this shift is evident in Tokyo’s easing of restrictions on lethal weapons exports and its reorientation of its armament toward counter-offensive capabilities and missile development. Under Prime Minister Sanae Takaichi’s administration, the Liberal Democratic Party of Japan has adopted a proactive approach, reshaping Japanese industries and institutions to address the greatest strategic challenge posed by China. The updated National Security Strategy has already fundamentally altered the country’s pacifist military doctrine by disarming the Japanese military and preventing its rearmament since World War II, a move that has drawn staunch opposition from China, which seeks to protect its own national security. The most significant amendments to the three Japanese security documents included Japan’s acknowledgment of its ability to double and enhance its counter-strike capabilities. This was achieved by allowing Japan to possess long-range missiles capable of striking enemy targets before launch. Simultaneously, Japanese authorities approved doubling defense spending, raising the military budget to 2% of GDP.

China objected to the Japanese draft resolution, which aimed to increase Japanese armament and militarize the region and global supply chains, and threatened to escalate the situation. Beijing strongly condemned these trends, describing them as new militarism. A key point of contention for China was what Chinese intelligence and military circles perceived as a warning of Japanese and foreign interference in Taiwanese affairs, as China considers Taiwan an integral part of its territory. Beijing condemned the Japanese leadership’s statement that any emergency in Taiwan is an emergency for Japan, describing a potential Chinese military intervention in Taiwan as an act of aggression. Here, Beijing rejects Japan’s new military approach, characterized by advanced military deployment. China has officially protested and taken countermeasures against Japan’s plans to deploy defensive missiles on Yonaguni Island, located only about 110 kilometers from Taiwan. China has strongly accused Japan of violating its commitments, arguing that this new Japanese military expansion violates Tokyo’s international obligations and its pacifist constitution. China has warned Japan that it will pay a heavy price if it intervenes militarily in the Taiwan Strait.

Chinese intelligence, military, security, and defense circles link Japan’s armament activities in Taiwan to American interference in Chinese affairs through its network of allies in the Asian region, such as Japan, given its close alliance with Washington. Here, Japan defends its military rearmament against China, with several of its officials sending political and security warnings to China. They argue that, given the uncertainty in Japan stemming from US policies and the fluctuating stance in Washington, Japan seeks to bolster its own capabilities and build regional alliances (with the Philippines, Australia, and NATO) to expand deterrence against Beijing and maintain regional security from a Japanese perspective. Strategic circles in Tokyo view the potential fall of Taiwan to China as a direct and existential threat to Japanese national security and vital shipping lanes, making the protection of the Taiwan Strait a fundamental component of Japan’s updated defense doctrine.

For these reasons, China’s decisive response was seen as a challenge to its national security, especially given Japan’s de facto official classification of Beijing as the greatest and most unprecedented strategic challenge to its security. This classification was further reinforced by Japanese authorities’ approval of developing military production, strengthening domestic defense industries, and easing restrictions on arms exports. This is where the dimensions of China’s official rejection and objection lie, as it is considered a violation of the pacifist principle enshrined in the Japanese military doctrine, which was internationally and regionally agreed upon after World War II for Japan’s disarmament. Beijing believes that Tokyo is abandoning its pacifist constitution and returning to a militaristic path, while Japan exaggerates the narrative of a China threat. Beijing accuses Japan of fabricating flimsy pretexts to justify its military expansion and arsenal, which threatens China’s regional security. Therefore, China warned that these Japanese steps to increase armament undermine peace and stability in the Asia-Pacific region and jeopardize the principles of China’s global security initiative. China also registered its objection to Japan’s exclusionary approaches to its initiative based on shared and sustainable security. Furthermore, China linked this Japanese escalation in its confrontation with China in the region to the sensitive issue of Taiwan and the close alliance between the United States and Japan, while categorically rejecting Japanese interference in Taiwan’s affairs and considering the island’s security an integral part of China’s national security.

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Why China Can Wait in Its Energy Deal with Russia

Authors: Kung Chan and Yang Xite*

Russian President Vladimir Putin’s recent state visit to China, which was his first foreign trip of 2026, is a clear indication of the shifting dynamics of the bilateral relationship. Accompanied by an unprecedented delegation of 39 high-ranking officials, including five deputy prime ministers, eight ministers, the central bank governor, and energy executives, the scale resembled a partial cabinet relocation. This massive mobilization reflects Moscow’s urgency to secure an agreement on the Power of Siberia 2 natural gas pipeline, a strategic super-project stalled in commercial negotiations since 2012. Planned to span over 2,600 kilometers with an annual capacity of 50 billion cubic meters, the pipeline would traverse Mongolia to link Russian fields with Chinese markets. For Russia, finalizing this energy artery is an economic imperative to replace the European market, where Western sanctions aim to eliminate Russian pipeline gas imports by the end of 2027.

Evaluating the geopolitics of this energy relationship requires analyzing five distinct strategic dimensions.

First, Beijing has strong incentives to resist quick concessions. The negotiation deadlock is largely on pricing. Russia reportedly seeks approximately US$ 265 per thousand cubic meters to cover the high extraction and infrastructure costs of its Yamal fields in Western Siberia, whereas China targets roughly US$ 120. Unlike Russia, China commands significant leverage, boasting robust domestic pipeline networks, stable Central Asian infrastructure, and diverse liquefied natural gas imports. Given Russia’s acute financial pressure and diminishing options due to sanctions after the war in Ukraine, Beijing has the luxury of strategic patience, allowing it to wait for terms that align with market principles rather than rushing a deal under political pressure.

Second, the pipeline is less about energy revenue for Moscow and more about maintaining global geopolitical relevance. In the current international order, Russia finds itself sidelined from primary great-power management. Consequently, Putin seeks to leverage the Ukraine conflict to engage Washington while simultaneously trying to bind Russia’s economic future to China, much like it previously did with Europe. This anxiety within the China-United States-Russia triangular relationship was highlighted by the timing of the visit, which occurred just days after the U.S. President Donald Trump departed Beijing. As the war enters its fifth year and energy weaponization loses its potency in the West, shifting exports eastward has transformed from a strategic choice into a necessity for regime survival. By proposing a 30-year, multibillion-dollar pipeline network, Moscow hopes to anchor itself to the world’s largest energy consumer, ensuring it remains an indispensable player rather than a marginalized resource base.

Third, the proposed pipeline route serves as a geopolitical lever within the post-Soviet space. Passing through Mongolia, the route allows Russia to entrench its influence over Ulaanbaatar, which has recently deepened its engagement with the United States and NATO, while monitoring China’s northern energy ingress. This alignment requires Beijing to pay substantial transit fees and leaves its energy security vulnerable to the political stability of a third country. For Moscow, the project simultaneously secures the Chinese market and reinforces its traditional sphere of influence across Central Asia and Mongolia, using infrastructure to manage the economic and diplomatic trajectories of neighboring states.

Fourth, the protracted timeline works in Beijing’s favor. The longer negotiations stall, the more China’s bargaining position strengthens against an increasingly isolated Russia. While Moscow faces a liquidity crisis within its National Wealth Fund and the fiscal drain of a prolonged war, China’s energy diversification has progressed rapidly. Construction on Line D of the Central Asia-China gas pipeline is advancing alongside commitments from Turkmenistan, while maritime LNG capacity expanded by over 10 million tons recently with imports from Qatar, Australia, and the United States. Furthermore, China’s domestic shale gas production and global leadership in renewable energy insulation provide a structural ceiling on long-term natural gas demand. Middle Eastern instability in the Strait of Hormuz elevates the short-term value of overland corridors, but it ultimately reinforces Beijing’s commitment to resilience rather than a singular dependence on Moscow.

Fifth, China’s optimal energy architecture centers on the Southern Corridor, specifically what can be called the “Turkmenistan-Uzbekistan-Tajikistan (TUT) Corridor” framework. This network offers a direct alternative that circumvents Russian territory, extending through Xinjiang and across the Caspian Sea toward Azerbaijan and Europe. Lines A, B, and C of the Central Asia-China pipeline are already operational, and the completion of Line D will raise total capacity to 65 billion cubic meters annually. This infrastructure is backed by deepening diplomatic ties. Beijing and Dushanbe codified their strategic partnership via a friendship treaty, and China’s trade volume with the five Central Asian republics surpassed US$ 100 billion, cementing its status as their primary trading partner. A fully integrated Central Asian energy network directly erodes Russia’s traditional influence in its southern flank, creating a new economic center of gravity.

Ultimately, while Putin’s high-profile delegation sought to secure a vital economic lifeline, the unresolved pipeline agreement exposes the cold calculation of national interests underlying the partnership. For Beijing, maintaining a deliberate pace maximizes its buyers’ advantage and allows alternative supply chains to mature. The true key to Eurasian energy security lies not in a single northern pipeline, but in a diversified, networked western corridor that mitigates risk and ensures supply chain autonomy, a structural reality that will shape the continent’s geopolitical architecture for decades.

*Yang Xite, a Research Fellow at ANBOUND.

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China’s stance on the US-Iran agreement and its terms

Beijing warmly welcomes the peace agreement and memorandum of understanding between the United States and Iran, considering it an important step toward de-escalating regional tensions. China supports the diplomatic path to resolving the crisis, based on a clear strategy aimed at protecting its economic and strategic interests. Beijing emphasizes that a permanent ceasefire, the protection of national sovereignty, the reopening of the Strait of Hormuz, and ensuring the safety of international navigation are top priorities. China contributed behind the scenes to shaping the negotiating framework and influencing Tehran to accept the agreement with the United States in order to safeguard its vital interests in the continued flow of Iranian oil. Accordingly, China officially welcomed the memorandum of understanding between the United States and Iran, affirming that the agreement represents a crucial step toward de-escalating regional tensions. The Chinese diplomatic welcome focused on the key provisions of the agreement, as stated by the spokesperson for the Chinese Foreign Ministry. These provisions guarantee a comprehensive ceasefire, freedom of navigation, energy security, an end to the naval blockade, and the reopening of the Strait of Hormuz to global trade and energy supplies. China considers this essential for its energy and economic security. This agreement, along with the nuclear framework and negotiations, marks the conclusion of the first phase, followed by a 30-60 day negotiation period to discuss the Iranian nuclear program (uranium enrichment and the lifting of sanctions). This Chinese announcement came in support of international mediation efforts ahead of the official signing ceremony in Geneva.

The most prominent points welcomed by China in the US-Iranian agreement, according to announcements and follow-up by Chinese diplomatic channels and as included in the key provisions of the memorandum of understanding, were a cessation of military operations; an immediate and permanent ceasefire on all fronts, including the Lebanese front; freedom of navigation through a commitment to end the naval blockade and open the Strait of Hormuz to global trade and energy supplies; and the nuclear framework, with the conclusion of a phase one agreement stipulating that negotiations on the Iranian nuclear program (uranium enrichment and sanctions relief) would take place within a specified timeframe of 30 to 60 days following the signing.

China has played a pivotal, often unacknowledged, role as a diplomatic bridge between Tehran and Washington to protect its strategic and economic interests in the Middle East. The dimensions of China’s behind-the-scenes role include ensuring the flow of energy. Beijing seeks to maintain stability in the Gulf region to guarantee the uninterrupted supply of Iranian oil and to protect its interests and investments in the Belt and Road Initiative. Iran represents a crucial geographical and strategic hub in China’s ambitious Belt and Road Initiative. To this end, Beijing has sought to leverage its strong economic ties and strategic partnership with Tehran to persuade it to make flexible concessions during critical times, while offering support to avoid military escalation. Beijing fears that the collapse of diplomatic channels could lead to a regional war that would jeopardize its extensive investments in the region.

On the other hand, Beijing seeks to counterbalance American influence. China prefers a negotiated framework between Tehran and Washington that limits American unilateral hegemony and positions itself as a responsible international player capable of peacemaking. China’s vision for diplomatic balancing between Washington and Tehran is shaped by several key strategic axes, most importantly (establishing the principle of a political settlement). Here, Beijing consistently emphasizes that dialogue is the only solution to the Iranian crisis, rejecting military escalation that harms the security of navigation and global trade. This is coupled with regional and international networking, where China supports parallel diplomatic efforts, such as Pakistani mediation. Beijing maintains continuous communication with the parties to the crisis to ensure the opening of indirect negotiation channels that prevent a full-scale confrontation and safeguard vital interests. China has maintained the flow of Iranian oil while simultaneously strengthening its extensive economic partnerships with the Gulf states, granting it unique diplomatic weight and influence that Western powers lack. Despite this notable progress, Beijing faces ongoing challenges due to US containment policies. China rejects Washington’s classification of its major technology companies as military entities and threatens retaliatory measures, making Beijing’s attempts to create a strategic balance with the United States an extremely delicate and sensitive process.

Based on the preceding understanding and analysis, we can see how successful Beijing has been in transforming escalating tensions in the Middle East into strategic gains. China has played an active mediating role by supporting diplomatic talks and the memorandum of understanding for peace between Washington and Tehran, thus positioning itself as a responsible international power seeking to establish stability and move away from unilateral hegemony.

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Exploitation Lies Behind a Veil of Diplomacy in Iran

Behind a veil of good-natured diplomacy, American adversaries are exploiting the conflict in Iran by gaining insights, strategic lessons, and geopolitical power while the United States wages feckless war against the Middle Eastern theocracy. Beyond the bombings, the blockade, and the oil prices, Russia and China keenly watch how America struggles, succeeds, and scrambles. In doing so, these adversaries are leveraging the conflict to challenge America’s readiness, aid its adversaries, and gain invaluable intel on America’s successes and failures.

The concept of observing a conflict to acquire critical intelligence on how to best conduct combat is not unique to the war in Iran. For example, in the Russo-Ukrainian War, America has gained indispensable knowledge on the most and least effective tools of 21st-century warfare, including information on the power of unmanned aerial systems. With the war in Iran, though, Russia and China are the scientists, and America is the experiment. The Middle East is now a testing ground for cutting-edge drone swarm technologies and a catalyst for how smaller powers can effectively deny their adversaries from accomplishing their objectives—a lesson that China is certainly eager to learn about for a possible conflict over Taiwan. Therefore, when America wages war against Iran, there are consequences that are crucial to recognize, and one of those consequences is that the United States is inadvertently empowering and informing its adversaries.

Maintaining its signaled commitment of multipolarity and geopolitical neutrality, China’s Foreign Ministry spokeswoman Mao Ning commented, “…China…has been making active efforts to promote ceasefire and peace…we will continue playing an active role in restoring…tranquility to the Middle East…” Reality demonstrates that this is false. China is discreetly gaining intelligence on the U.S. military’s readiness, pacing, and warfighting strategies. Furthermore, China has directly supported Iran, providing anti-missile weaponry, building blocks for ballistic missiles, and invaluable military intelligence to the Iranian Revolutionary Guard Corps. Instead of promoting peace and tranquility, these actions are designed to empower Iran and keep America locked in the struggle, weakening the country and allowing China to acquire more intelligence on U.S. readiness. Despite China’s claimed intentions, it’s clear that the nation is bolstering Iran’s strength and sustaining its defenses. Even from a domestic point of view, these actions are increasing domestic American division and the depletion of America’s defense resources. The conflict with Iran is not limited to Iran; by proxy, it’s with America’s foremost adversaries, too.

Similarly, Russia has provided critical support to Iran in the form of targeting intelligence, which Iran couldn’t have otherwise acquired. Shahed drones, assets that have proven to be exceptionally effective against western defenses, are manufactured in Russia’s Alabuga Special Economic Zone and are being provided to Iran by Russia. Contradicting these actions, a statement by the Russian Ministry of Foreign Affairs declared that the country “…stands ready to assist in advancing peaceful solutions grounded in international law, mutual respect, and a balanced consideration of interests.” But equipping Iran with efficacious tools of war is not a peaceful solution. Giving the nation targeting information cannot be construed as a neutral or geopolitically insignificant act. In reality, America’s adversaries are taking an active, hands-on approach to the war in Iran, indirectly but clearly aiding the nation and actively working against U.S. goals.

In response to this tacit yet significant aid to Iran, the natural response for America should be to publicly highlight the hostile actions of its adversaries. But the United States has been hesitant, if not downright unwilling, to do so. For example, Matthew Whitaker, the U.S. Permanent Representative to NATO, commented that “China certainly is not participating and is not aiding and abetting the Iranian demise…” Separately, he claimed, “There’s no indication that we can talk about publicly that the Russians are participating with the Iranians.” Public investigations, though, have proven both those assertions false. The trepidation of the United States to clearly and confidently condemn its adversaries’ belligerence in the region is an enormous blunder of strategic communications. Contrasting this, Russia and China have simultaneously and aggressively pursued campaigns of condemnation to weaken America’s global power. For example, Russia has often claimed that certain U.S. support to Ukraine may constitute an act of war; China strongly condemned recent American intervention in Venezuela as violating the international laws by which America claims to be guided. U.S. adversaries are eager and willing to strategically undermine and criticize U.S. actions, yet America is unwisely unwilling to do the same.

Russia’s and China’s cooperative aid to Iran demonstrates that the conflict is, in many senses, between world powers. A new ‘axis of resistance’ against Western liberalism is developing, and allowing American adversaries to act without denunciation is a failure of strategic communications and allows these nations to act with undeserved impunity. As the United States continues to wage war against Iran, it’s crucial to recognize that every bomb America drops, every mission American soldiers complete, and every destroyed military asset is a datapoint that U.S. adversaries will exploit. Russia’s and China’s critical support to Iran is hostile and counter to American goals; ignoring this is strategically imprudent. Beyond the explosions, America’s adversaries are watching—and acting. It’s the responsibility of the United States to expose those actions for what they really are.

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The Centrality of India-US Ties in Shaping Quad’s Future

With its recent Foreign Ministers’ meeting in Delhi, the Quad has again shown it remains active, defying widespread rumours of collapse.

While the Japanese and Australian foreign ministers highlighted their countries’ strong relations with India and the Quad’s central role in shaping the Indo-Pacific security architecture, Marco Rubio’s four-day visit to India was the most noteworthy aspect, as he repeatedly emphasized the significance of Indo-US relations.

Speculations about the Quad’s potential dissolution, reminiscent of developments in the 2000s, were fuelled by the postponement of the leaders’ summit, President Trump’s apparent lack of interest, and a more conciliatory approach toward China. Even so, the meeting reaffirmed the US’s ongoing engagement in the region and its support for the Quad.

The Quad’s momentum currently faces its principal challenge not from India’s or the US’s relations with Australia and Japan, but from a complicated Indo-US relationship.

Two factors show why India-US relations are central to the Quad’s minilateral framework.

Over the past year, India has faced unprecedented criticism from the US administration, particularly from President Trump, who has been critical of India on trade and security fronts. Issues such as tariff disputes, H-1B visa restrictions affecting Indian professionals, deepening US relations with the Pakistan Army, and increased US involvement in Bangladesh and Nepal have contributed to growing distrust about the US’s willingness to cooperate with India and promote stability in the Indo-Pacific.

In response to several contentious statements by President Trump directed at India, Rubio’s visit served as a diplomatic effort to restore bilateral relations. His repeated emphasis on India’s role as a strategic partner signalled a commitment to improving ties. While a single visit cannot resolve all tensions from the past year, it reassures India and reduces the risk of further deterioration.

The Quad Foreign Ministers’ meeting became feasible only after India and the US undertook concerted efforts to revive bilateral relations. Notable examples include India’s invitation to the US to attend the AI Impact Summit in February 2026, ongoing trade agreement negotiations, and the US decision to invite India to the Pax Silica initiative. The meeting occurred only after a certain level of normalization had been achieved. Even so, a leaders’ summit is unlikely unless President Trump and Prime Minister Modi demonstrate a clear commitment to advancing India-US relations.

Second, without proactive American engagement, Japan, Australia, and India may develop their own trilateral regional strategies, perhaps with some Southeast Asian countries such as Indonesia, the Philippines, and Singapore. However, the impact of such an alternative would be limited and localized. Japan could take a greater role in sustaining and rebuilding regional economic frameworks, replicating the Trans-Pacific Partnership experiment. Still, due to constitutional and capacity constraints, Tokyo is unlikely to replace Washington as the region’s primary security guarantor soon.

Although the Quad’s resilience is maintained by the agency and commitment of Australia, India, and Japan rather than by exclusive US leadership, strong US involvement in the Indo-Pacific security mechanism will remain a cornerstone of the Indo-Pacific architecture.

China’s persistent assertive behaviour remains the central factor. It continues to employ coercive tactics and expand its influence in regions critical to the US and its partners, so the original motivations for revitalizing the Quad remain relevant. Although the US approach to China is evolving, the fundamental dynamics of US-China relations remain unchanged. In the long term, Washington will require frameworks such as the Quad to maintain stability in the Indo-Pacific and prevent the erosion of its strategic influence. Consequently, the Quad is likely to remain central to regional strategy, with India as a key partner.

The US Deputy Secretary of State Christopher Landau’s statement that the US is not going to make the same mistakes with India that it made with China 20 years ago must not guide Indo-US relations. The US needs India as much as India needs the US, and unlike China, India-US relations rest on shared values – democracy, freedom of speech, multiculturalism, and a common vision of maintaining a rules-based liberal international order. Both countries require mutually beneficial cooperation to advance their strategic objectives. Other Quad members and Indo-Pacific stakeholders also depend on collaboration between Washington and New Delhi to maintain strategic equilibrium and preserve the bloc’s cohesion.

The US regards India as a responsible stakeholder and a regional counterweight to China, especially after the limited outcomes of President Trump’s recent visit to China. Conversely, India depends on the US for advanced technology, strategic investments, and long-term defense needs. This mutual dependence makes both countries indispensable to each other, and significant short-term trade diversification is unlikely. Even if achieved, it would likely harm both parties.

The US must strengthen its engagement in the Indo-Pacific by leveraging the Quad and its member states to develop an effective regional strategy. Closer strategic coordination among Quad partners, particularly with India, is essential to this effort.

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The Republican Party’s Trump Problem: Why Some Conservatives Are Getting Ready for Life After Him

By June 2026, the cracks inside the GOP weren’t hidden anymore. On May 19, the Senate voted 50–47 to push forward a bipartisan war powers resolution that would limit President Donald Trump’s ability to keep military ops going against Iran. Four Republican senators crossed the aisle and voted with Democrats. Then on June 3, the House went even further with a 215–208 vote—four House Republicans joined Democrats in a pretty blunt pushback against Trump’s leadership.

At first it looked like just another fight over war powers and Congress doing its job. But it feels like something bigger: the start of a real tug-of-war over what the Republican Party is going to be once Trump isn’t the center of everything.

For almost ten years now, Republican politics has been all about Trump. You rose if you stood with him, and you got sidelined if you didn’t. Loyalty often counted more than old-school conservative ideas, passing bills, or sticking to principles. But every party eventually has to answer the tough question that personality-driven movements hate: what happens when the big guy starts looking more like a problem than a winner? That question is getting harder for Republicans to dodge.

Trump didn’t just take over the party in 2016 — he remade it. The old Republican worldview of strong alliances, free trade, and steady leadership shifted toward a more populist, Trump-centered style.

It worked for a while. He won elections, fired up voters who felt ignored, and built a super-loyal base. As long as the wins kept coming, most Republicans went along. Parties get tested in the tough times, though — not the good ones. And the Iran conflict is turning into exactly that kind of test.

A lot of Republicans who backed Trump’s rise never thought they’d end up defending another big Middle East war. Trump made “no more endless wars” one of his best lines—slamming both parties for the messes in Iraq and Afghanistan.

Now the fighting with Iran has dragged on for months. Costs are adding up, gas prices sting at the pump, and nobody’s really clear on what “winning” would even mean. That’s created real quiet discomfort inside the party. The senators and reps who voted to rein in Trump’s war powers weren’t just talking procedure. They were signaling that blind loyalty isn’t automatic anymore.

Parties talk a lot about ideology, but when things get serious, survival often wins out. Some Republicans are starting to put distance between themselves and Trump — not because they hate everything he stands for, but because they don’t want their own careers sinking with one person. There’s a real difference between backing conservative policies and handing the whole party over to a single leader. More of them seem to be waking up to that.

What’s interesting is that the pushback is coming from inside the tent. Democrats opposing Trump is old news. When Republicans do it, it hits different. Senators like Rand Paul, Susan Collins, Lisa Murkowski, and Bill Cassidy broke ranks on the Senate vote. In the House, guys like Thomas Massie, Brian Fitzpatrick, Tom Barrett, and Warren Davidson did the same. These are still small numbers. But big shifts often start small.

The bigger story might be that some Republicans are finally imagining a future without Trump dominating every headline. A younger crop is coming up—they agree with him on immigration, trade, and culture wars, but they don’t want the party to be defined only by personal loyalty to him forever. They want a Republican Party that can keep going after he’s gone—Trumpism as one important piece, not the whole thing.

History shows parties sometimes tie themselves too tightly to charismatic leaders. Sometimes it revitalizes them. Sometimes it drags them down.

Right now, some inside the GOP worry Trump might be moving from asset to liability—especially with the Iran war dragging on and polarization getting worse. Trump is still the biggest force in the party with a rock-solid base. But power and lasting control aren’t the same.

These congressional votes show that at least some Republicans are already looking ahead to the next chapter. They see the risks of hitching the whole party’s future to one man. Whether they’re right or wrong, time will tell. But the conversation inside the party has clearly moved past just Iran or war powers. It’s now about whether the Republican Party still belongs to Trump — or whether it can finally start belonging to itself again.

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How Chinese Media Views the U.S. Hosting the FIFA World Cup

Chinese media and think tanks view the United States’ hosting of the FIFA World Cup from a purely geopolitical, economic, and commercial perspective, critically assessing the infrastructure and political climate. Chinese circles see the tournament not merely as a sporting event but as a central tool for the United States to polish its image, bolster its global leadership amidst current international polarization, and advance its political agenda. This perspective is highlighted through several key points, the most important being the geopolitical dimension. Here, Chinese think tanks argue that the tournament reflects the level of competition between major powers, with Washington attempting to use hosting as a soft power tool to project its influence. However, Chinese media, in turn, emphasized the state of sharp international polarization and division, criticizing the political challenges and the wrangling that accompanied the broadcasting negotiations. Furthermore, a number of (commercial considerations) have been raised, with the tournament facing criticism from Chinese media due to its exorbitant cost and the significant time difference between North America and China, leading to a decline in Chinese public interest. This hesitation was reflected in the negotiations, as FIFA incurred financial losses after China Media Group (CMG) signed the broadcasting agreement late and at a price significantly lower than FIFA’s requested.

Regarding the (organizational and policy challenges), Chinese research and media institutions expressed reservations about the tournament’s logistical challenges, particularly the longer travel distances between host cities compared to previous editions, as well as concerns related to US immigration laws and security restrictions. Despite the absence of the Chinese national team from the tournament, China’s commercial involvement was substantial. Beijing demonstrated its active presence through Chinese commercial sponsors, such as Hisense, and sporting goods factories in eastern China, which reaped significant economic benefits from manufacturing tournament flags and souvenirs. Chinese media coverage, particularly through its official channels, was extensive. CGTN, the Chinese state broadcaster, developed comprehensive plans to broadcast and cover the matches, ensuring the event reached millions of Chinese fans across its various platforms.

Furthermore, Chinese state media and intelligence and military think tanks utilized Washington’s hosting of the FIFA World Cup to offer a number of strategic, media, and intellectual analyses regarding China’s calculations in response to American actions. Major events are often used as a primary arena for geopolitical competition between the two superpowers. Beijing’s vision can be summarized by its use of major sporting, cultural, and other events as a political tool. Beijing views Washington’s hosting of major international tournaments or events as more than just sporting or cultural occasions; it sees them as an extension of American information and decision-making strategies aimed at projecting American influence and hegemony globally. While China seeks to highlight international contradictions, Beijing has directed its media apparatus to demonstrate that Washington’s attempts to unilaterally assume leadership or project messages of unity are, in reality, met with sharp division and polarization within the international system. Here, China has attempted to counter American soft power. This media coverage of the FIFA World Cup in the United States reflects a continuous Chinese effort to neutralize Western and American soft power by focusing on structural issues in international relations, such as the absence of multipolarity, and by promoting the Chinese model as an alternative striving for a more balanced world.

In this context, Chinese media and think tanks view the United States’ hosting of the World Cup through the lens of soft power, geopolitical strategies, and trade, while sharply criticizing the infrastructure and political circumstances surrounding the tournament, particularly in the aftermath of the Iran War and a number of global geopolitical upheavals stemming from US policies. Chinese analyses focus on purely commercial interests, criticizing the exorbitant costs of broadcasting rights. Conversely, they highlight the role of leading Chinese companies in profiting from the event by providing innovative and advanced broadcasting technologies and exporting merchandise and fan supplies. However, they also offer several critical observations regarding the infrastructure and political climate. Chinese research centers express critical skepticism about the readiness of US cities, suggesting that complexities related to visa requirements and a strict security and political environment could hinder fans and undermine the freedom of movement necessary for such events.

Based on the preceding understanding and analysis, we can discern the perspective of Chinese media and research centers that the United States exploits hosting international sporting and political events as a prominent tool for employing sports to enhance American soft power, attempting to project influence to manage conflict, and solidifying its leadership of the global order. Therefore, Chinese think tanks and intelligence agencies have developed a comprehensive media and research plan to expose American polarization worldwide. Conversely, Chinese media and think tanks emphasize Washington’s failure to garner international consensus, highlighting the sharp division and widening gap between Western powers and the rising powers of the Global South. This underscores the mechanism of conflict transformation, where competition is no longer limited to the economic and military spheres but has expanded significantly to encompass soft power tools and media discourse. This reflects a picture of expanded strategic competition and its impact on international stability.

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China’s military and intelligence views on Lebanon-Israel talks

China strongly condemns the Israeli airstrikes and ground incursion into southern Lebanon, describing these operations as a dangerous escalation that threatens the stability of the entire region. China demands that Israel immediately cease its military operations and fully withdraw its forces from Lebanese territory, warning of the dangers of its incursions and violations of established lines. China views the fourth round of Washington talks between Lebanon and Israel and the military tensions as an extension of a broader crisis. Beijing sees this conflict as a consequence of the Gaza war, emphasizing clear principles in its intelligence and military assessment of the situation across several axes, most notably the necessity of an Israeli withdrawal and a ceasefire. Beijing calls for an immediate cessation of military operations and the withdrawal of Israeli forces from Lebanese territory, warning that expanding ground operations will drag the region into chaos. China’s efforts in the reconstruction of Lebanon focus on providing urgent humanitarian aid packages, signing development cooperation agreements, and encouraging Chinese companies to participate in infrastructure projects and long-term investments within the framework of China’s Belt and Road Initiative. China also defended the Lebanese position in the face of Israeli escalation at the United Nations, with its representative to the Security Council emphasizing that Israel’s advance to Beaufort Castle (Qalaat Al-Shaqif) was the most serious incursion into southern Lebanon in 30 years. He called on the international community to take urgent measures before the situation in Lebanon deteriorated further, demanding respect for Lebanese sovereignty and the withdrawal of all Israeli forces from southern Lebanon.

The most prominent features of these Chinese efforts for joint cooperation with the Lebanese side and the international community in the reconstruction of Lebanon and the cessation of Israeli attacks on southern Lebanon are the provision of direct financial and development support. The Chinese and Lebanese governments signed a development cooperation agreement in Beirut worth 50 million Chinese yuan to support reconstruction and sustainable development efforts, along with the provision of urgent humanitarian aid. China delivered shipments of emergency humanitarian aid through the Port of Beirut to alleviate the economic and living burdens on the Lebanese people. Furthermore, China encouraged the participation of Chinese companies and investments in reconstruction and development efforts in Lebanon. Beijing has expressed its readiness to encourage its major companies and national institutions to participate in Lebanon’s reconstruction projects and support the development of the energy, telecommunications, and infrastructure sectors through China’s Belt and Road Initiative. Lebanon has been a partner in this Chinese initiative since joining in 2017. China aims to enhance Lebanon’s role as a pivotal hub for trade and logistics in the Middle East. In addition to sustained Chinese diplomatic efforts, China has continued its diplomatic and developmental support for Lebanon, alongside its active participation in UN peacekeeping operations in southern Lebanon.

China’s role in halting the Israeli war on Lebanon has focused on exerting diplomatic pressure through the United Nations and utilizing international platforms to call for an immediate ceasefire and the withdrawal of Israeli forces from Lebanese territory, while supporting political and diplomatic solutions to prevent the conflict from escalating. China has consistently called for an end to Israeli military operations against Lebanon during UN sessions and warned that the collapse of ceasefires places the region on a more dangerous precipice. Beijing called for the immediate withdrawal of Israeli forces from the devastated Lebanese territories, emphasizing the need to respect international resolutions, Lebanon’s sovereignty and independence, and the protection of the United Nations Interim Force in Lebanon (UNIFIL). China stressed the importance of ensuring that UN peacekeepers could carry out their duties freely and safely and condemned any attacks against UNIFIL personnel. China also emphasized the need to intensify humanitarian aid to the Lebanese people to address the repercussions of the war and expressed its full readiness to contribute to restoring regional stability.

Here, Chinese diplomatic and intelligence agencies affirmed that Lebanon’s sovereignty and security must not be violated, stressing that extending the authority of the Lebanese state and protecting its stability are the fundamental pillars for preventing the entire region from sliding into a comprehensive regional war. They reiterated the necessity of respecting Lebanon’s sovereignty and security, considering the stability and protection of the Lebanese state as essential to preventing a full-blown regional war. China also expressed its full support for the role of the United Nations Interim Force in Lebanon (UNIFIL) and emphasized the need to provide guarantees for its protection and freedom of movement to carry out its mission. From an analytical perspective, Beijing believes that a political solution to the crisis must include respect for international resolutions and adherence to the two-state solution for Palestine and Israel. It also expressed concern that these negotiations might lead to regional arrangements that serve the interests of certain major powers and marginalize other parties in the region. On the other hand, China welcomes dialogue and diplomatic solutions as a means to ease tensions in the Middle East and supports efforts to restore Lebanon’s sovereignty. However, Beijing has criticized unilateral US actions in managing interconnected issues such as Gaza, Lebanon, and Iran, emphasizing the need to adhere to international resolutions and support regional stability, avoiding military interventions and the expansion of conflict.

Beijing adopts a clear strategic vision regarding the Lebanese crisis, which is summarized in its emphasis on respecting sovereignty. Chinese diplomacy strongly condemns any violations of Lebanese sovereignty and calls for an immediate halt to foreign military operations on Lebanese territory to ensure the safety of civilians. With Chinese intelligence and military agencies calling for a monopoly on weapons, a position reiterated by the Chinese Permanent Representative to the UN Security Council, China supports the Lebanese state as the sole guarantor of internal stability. This signifies Beijing’s strong support for the principle of state monopoly on weapons, considering official institutions the only guarantor of internal stability and the prevention of the country’s disintegration. China also supports the UNIFIL forces, opposing the termination of the UNIFIL mandate and demanding that it be enabled to fulfill its mission to ensure stability in southern Lebanon and contribute to regional de-escalation. Beijing emphasizes that escalation will not resolve crises, urging conflicting parties (including Washington and Tehran) to prioritize diplomacy and political negotiation to exercise restraint.

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The Politics of AI Surveillance: Who Controls the Digital State?

Since the public launch of large-language models like ChatGPT and OpenAI in 2020, Artificial Intelligence (AI) is gaining ground across a variety of private and public areas,  the prospect of not only facilitating mundane tasks but also revolutionising labor markets, research, medicine and militaries.  

The gilded age of AI

But as the presence of AI is becoming an increasingly normalized part of everyday life, from summarizing texts, fact-checking a statement or composing an email, it is easy to overlook the more nefarious purposes of surveillance, discrimination and persecution for which AI can be used at the state level. This is an increasingly pertinent issue, with the surge of state-based AI surveillance—such as ’safe cities,’ facial recognition, and smart policing—since 2018, extending to at least 75 of the 175 countries with available data. While this trend is present on all continents, there are regional disparities in application, with AI surveillance present in almost 70% of the surveyed African states, over 50% of South East Asian states, and just under 40% of European countries use AI for surveillance. Thus, AI surveillance is not limited to authoritarian states; according to one report, 51% of liberal democracies use AI for surveillance purposes. How, then, is AI being used for surveillance in China, the Middle East, US, and Europe? 

China—a spearhead for surveillance

China dominates the AI surveillance sector, with companies like ZTE and Huawei present in over 63 countries, vastly outnumbering the US. This presence is especially noticeable in Africa and Asia, where the use of Chinese surveillance technology correlates closely with  participation in the cross-continental Chinese Belt and Road Initiative. In particular, China has been exporting its ‘safe city’ model, which has already been domestically implemented in cities like Beijing as part of its social credit system, to Saudi Arabia, Uganda, and Thailand as well as European cities like Valenciennes, which in 2017 was gifted safe city technology by Huawei. This model connects an extensive network of facial recognition cameras and police body cameras into intelligent command centers using algorithms to predict crime.

Individual freedom versus national security

While states are justifying these measures by reference to crime reduction and national security, organisations are warning about the implications of AI surveillance for privacy, systemic discrimination civil rights and democratic freedoms as AI allows for cost efficient surveillance at an unprecedented spatial and temporal scale. For example, China has domestically implemented large scale AI surveillance encompassing over 600 million cameras, coupled with large language models for minority languages to sharpen its surveillance of the communication of its Tibetan, Uyghur, Korean, and Mongolian minorities. In the Xinjiang province, the Chinese state has created an Integrated Joint Operations Platform, which employs an extensive network of CCTV cameras, facial recognition devices, and or WiFi surveillance devices to suppress political dissent among the province’s Uyghur minority. Such Chinese technology has reportedly also been exported to Saudi Arabia and Iran for similar purposes of suppressing political dissent, and to enhance the precision of drone air strikes in Ukraine and the Middle East.

AI surveillance beyond autocracies

However, the West is not immune to these developments. The US government recently found itself in a legal dispute with AI company Anthropic after the company refused to allow the government to use its ground breaking AI model Claude for domestic surveillance without built-in restraints. The US government claimed that this jeopardised national security by preventing the state from identifying espionage. In addition, US President Trump has issued various executive orders to increase the adoption of AI by federal agencies over state regulations. Indeed, the US already uses surveillance technology deployed by Israel on the occupied West Bank, to stem migration on the Mexican border. Moreover, the Federal Bureau of Investigation (FBI) admitted in March 2026 that federal agencies are buying personal data from data brokers, including location data collected by private companies, in order to track citizens.

Europe: between security, migration and regulation

Meanwhile, the European Union (EU) is exploring Automated Border Crossing technologies. The intelligent system iBorderCtrl is currently being piloted in Greece, Hungary and Latvia  applies AI lie detectors to immigrants, with immigrants found lying being automatically detained for further questioning. This system has been criticised by human rights activists and academics as a scientifically weak and potentially discriminatory practice. Thus, even though AI is more regulated in Europe than elsewhere in the world, with the EU AI Act of 2024 restricting large scale usage from sensitive areas through, the risk of questionable AI use in the name of national security remains salient.

Indeed, several member states are stretching the AI Act’s limitations on large-scale surveillance. For example, Luxembourg has since 2025 pursued plans of expanding its use of Trojan spyware from state security and terrorist threats to encompass a broader range of crimes, such as child exploitation, currency counterfeiting and human trafficking. Similarly, the government of Ireland is seeking to expand the powers of the police and Defense Forces to intercept conversations on encrypted platforms like WhatsApp, and iMessage, and other social media platforms. Meanwhile, the Czech Republic was forced to end its use of facial recognition at Prague Airport after six months as it was found to violate the EU AI Act. Likewise, Hungary authorized the police to use real-time facial recognition to identify participants in LGBTQ+ parades in April last year, in violation of the AI Act.

Digital emancipation or authoritarianism?

Thus, it appears that national and international regulation has been lagging behind the rapid tech innovation of recent years. As with any innovation, AI is a neutral tool—but it can be used in ways good or bad depending on the decisions of power-holders. Thus, the application of AI calls for increased scrutiny, accountability and implementation to safeguard the benefits and prospects of improvement it holds out from being hijacked by nefarious purposes undermining democracy and human rights.

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Ankara-Tashkent relations: What’s the next milestone?

Authors: Marin Mae Ekstrom and Wilder Alejandro Sánchez*

The Organization of Turkic States (OTS) recently held a summit focused on “Artificial Intelligence and Digital Development.” While the May 15 meeting itself did not offer any groundbreaking resolutions, all five heads of the OTS member states participated and reaffirmed their commitment to greater cooperation and integration. This summit was just one example in a series of events that demonstrate growing unity and collaboration among the Turkic states.

How far integration will go between Azerbaijan, Kazakhstan, Kyrgyzstan, Türkiye, and Uzbekistan is debatable. There are several regional initiatives that are bringing these countries, as well as other states across the Caucasus and Central Asia, together, including connectivity projects such as the Middle Corridor and the Uzbek-Kyrgyz-Chinese railway, as well as agencies such as the Shanghai Cooperation Organization and the Eurasian Economic Union.

However, to secure the success of most multilateral initiatives, bilateral relations between participating members must be consolidated. When ties between two countries are stabilized and routinely strengthened, a bilateral friendship serves as a building block for expanding to additional actors and ensuring constant, reliable dialogue and collaboration among all involved players.

Türkiye, the leader of the Turkic world in terms of population, economic strength, and growing global geopolitical influence, is leveraging shared Turkic heritage to deepen and cement engagement with other OTS members. Uzbekistan is a natural and important partner: as the most populous Central Asian state, it is the second-largest majority-Turkic state in terms of both language and population. The landlocked nation has the third-largest economy in the Turkic world and is rapidly developing economically and expanding its membership in international initiatives.

This commentary will thus provide an analysis of Ankara-Tashkent relations. However, while statements by presidents & joint economic and investment projects are important parts of this geopolitical puzzle, the true sign of integration between two nations often occurs at the cultural level.

BILATERAL POLITICAL AND ECONOMIC RELATIONS

Bilateral relations between Türkiye and Uzbekistan are particularly dynamic. It is noteworthy that high-level meetings occur quite regularly: Presidents Recep Tayyip Erdoğan of Türkiye and Shavkat Mirziyoyev of Uzbekistan met in Ankara on January 29, as part of the 4th meeting of the Joint Strategic Planning Group (JSPG). The two leaders signed several agreements, including the “Decision on Cooperation Mechanisms for Comprehensive Strategic Partnership Relations between the Republic of Türkiye and the Republic of Uzbekistan,” an agreement on health cooperation, a memorandum of understanding for the development of international transport corridors, and a memorandum of understanding for promoting cooperation in mining.

The two countries celebrated 34 years of diplomatic relations, and the Turkish state-run news agency Anadolu marked the occasion with a March op-ed; the essay described bilateral relations as evolving into a “comprehensive strategic partnership.” The Uzbek presidency has utilized the same wording to describe the current level of bilateral relations.

Trade between Türkiye and Uzbekistan has nearly tripled over the past decade, rising from USD$1.2 billion in 2016 to over USD$3 billion in 2025. Short and long-term trade targets amount to USD$5 billion and USD$10 billion, respectively. Türkiye is the fourth-largest trading partner of Uzbekistan, accounting for 3.7% of Uzbekistan’s foreign trade. Uzbekistan is not as high a trade priority for Turkiye: even in Central Asia, which is not Turkiye’s primary trade area, Kazakhstan is a larger overall partner. Although neither country is pursuing top trading status with the other, trade and engagement remain high priorities for both Ankara and Tashkent. The evidence clearly displayed that both nations have taken major strides to consolidate both political and economic engagement.

THE CULTURAL FACTOR

From a cultural standpoint, Türkiye has swiftly gained soft power traction in Uzbekistan. Turkish TV series and movies enjoy immense popularity in Uzbekistan: the appeal of Turkish media, coupled with expanded transit options between the two countries, has inspired a tourism boom to Türkiye. From January to October 2025, over 230 thousand Uzbek nationals traveled to Türkiye for various reasons, a 16.3% increase compared to the same period in 2024.

Conversely, Uzbek influence in Türkiye is also increasing. Turkish tourism to Uzbekistan is also rising: between January and April 2025, around 49,400 Turkish citizens visited Uzbekistan for tourism, a 57.4% increase compared to the same time period in 2024. Turkish businesses are also investing in Uzbekistan’s tourism sector: Turkish partners support 12 hotels and over 100 joint restaurants, and in 2025-2026, Turkish investors pledged to help finance 11 additional hotel projects.

Language is another area of soft power, as Turkish is one of the top five most popular foreign languages to learn in Uzbekistan. Factors, including the popularity of Turkish media, academic study, and career opportunities, have bolstered its appeal. Although the study of Uzbek in Türkiye is not as widespread, the linguistic overlap between the two makes it relatively easy for a native Turkish speaker to learn Uzbek and vice versa, making it a less daunting endeavor than the study of other languages.

Cultural relations and people-to-people diplomacy are sometimes overlooked in grand analyses of international relations, as analysts and scholars often focus on presidential summits, trade agreements, investment, or joint military initiatives. However, people-to-people relations, as well as cultural and public diplomacy, are important tools in a country’s toolkit for strengthening grassroots ties.

Generally speaking, the OTS and its member governments support initiatives to promote people-to-people relations and to continue developing a common Turkic identity. During the recent OTS summit, the five leaders reaffirmed their determination to deepen cooperation in digital transformation, innovation, artificial intelligence, connectivity, and sustainable economic development. More broadly, they highlighted their shared commitment to further deepening solidarity, mutual trust, and strategic cooperation within the Turkic World in line with the objectives of the “Turkic World Vision-2040.”

Specifically, the heads of state “laid a time capsule to officially launch the construction of the Center of the Turkic Civilization.” This Center has been described by regional officials as “a groundbreaking architectural complex that will utilize AI, VR, and holography to immerse visitors in the rich philosophy and history of the Turkic World.” Moreover, during the January meeting between Erdoğan and Mirziyoyev, the two heads of state signed a Cultural Cooperation Plan for 2026-2027. Thus, a key strategy for encouraging Turkish-Uzbek bilateral ties is to highlight their commonalities within the wider Turkic cultural and linguistic sphere.

DISCUSSION/CONCLUSIONS

Tashkent-Ankara relations are generally strong, but additional factors complicate their full level of engagement. Although Ankara is very much interested in increasing connectivity with Central Asia via the Middle Corridor and engaging with the Turkic world, those are not its primary objectives. Issues like the Russo-Ukrainian War & the Black Sea; the recent conflict between Iran against the United States and Israel, as well as the related spillover across neighboring Lebanon and Syria; and even the upcoming elections in Armenia, are all arguably higher priorities for Ankara. Domestically, Türkiye is facing its own obstacles, as Erdoğan maintains a tight grip on power while the Turkish economy remains plagued by rising inflation and currency depreciation.

Similarly, Tashkent wants to improve connectivity with Türkiye via the Middle Corridor, but it also wants to increase trade and investment with China and attract investment and partnerships from the Gulf States and India. A good example of this diversification of partnerships is Tashkent’s new airport, to be built via investments and partnerships with Saudi Arabia, Japan, and South Korea. Meanwhile, Moscow remains committed to maintaining its historical influence across Eurasia (President Mirziyoyev visited Moscow for the May celebrations of the Great Patriotic War, one of the few leaders to do so), while the current US administration is focused on transactional diplomacy to secure access to critical minerals and rare earth elements that Uzbekistan has in abundance.

Ankara’s engagement in recent years with Central Asia via the OTS, the Middle Corridor, and bilateral interactions has attracted widespread academic and scholarly interest. However, there is a predictable focus on diplomatic, security, and trade & investment analyses; for example, a 2024 analysis on Tashkent-Ankara relations published by the Central Asia Caucasus Institute did not mention tourism, cultural diplomacy, or education (apart from military education).

That said, the frequently overlooked factors of cultural and public diplomacy will likely be critical to promoting long-term, successful cooperation between Türkiye and Uzbekistan: Turkish pop culture has had a strong influence in Uzbekistan, tourism is growing, and Turkish language study is increasingly popular there. population to learn Turkish. While Uzbekistan’s cultural and language appeal does not hold the same sway in Türkiye, the country is nonetheless growing in terms of global soft power appeal indicators. Uzbekistan’s rebranding as a globally-oriented and dynamic society steeped in rich Islamic and historical heritage -for example, by leveraging the legacy of legendary cities such as Bukhara, Samarqand, and Khiva- echoes the Kemalist model of a Türkiye embracing both modernity and its Ottoman historical legacy. Thus, framing the contemporary Uzbek national narrative as parallel to the Turkish one could help bolster its appeal in Türkiye and strengthen the sense of collective identity in the broader Turkic cultural space.

*Wilder Alejandro Sánchez is president of Second Floor Strategies, a consulting firm in Washington, D.C. He is also a non-resident fellow at Cfive, a think tank headquartered in Astana, Kazakhstan.

The opinions expressed are those of the authors and do not reflect the views or policies of any organizations with which the authors are affiliated.

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Leadership Factor in Trump’s Iran War Policy: A Case Study

Introduction:

In recent years, the security strategy and foreign policy of the United States have witnessed a fundamental transformation in their main principles, as demonstrated by the second US-Israeli war against Iran, which this author refers to as the “Second Iran War” to distinguish it from the first military confrontation between these three parties in the summer of 2025, known as the “Twelve-Day War.”

The leadership factor, represented by President Donald Trump, has become an unprecedentedly broad influence on the decision-making process related to US foreign policy and national security, whether concerning the declaration and conclusion of war, or even in peacetime, particularly regarding Washington’s relations with its traditional allies in Europe and the Middle East.

This analysis focuses on the case of the “Second Iran War” as a clear example of the increasing role of the US president’s personal characteristics in shaping strategic decisions related to this war and managing Washington’s relations with its partners in the Arabian Gulf region.

This analysis is divided into two main sections, as follows:

First, the traditional determinants of US security strategy and foreign policy.

Second, the Trump administration and the growing role of the president in foreign policy and national security.

Third, the Second Iran War as a model for the increasing influence of the leadership factor in the US decision-making process.

First, the traditional determinants of US security strategy and foreign policy:

There is a set of traditional constraints governing decision-making in the United States, both in domestic and foreign policy. These constraints stem intrinsically from the nature of the American political system, the constitutional and societal environment within which it operates, and the historical development of the nation some 250 years ago.

In summary, these constraints can be divided into the following:

1. Constitutional and historical constraints, including the federal constitution and the practical actions of foreign and security policy-making institutions over the past decades.

2. Institutional determinants, which consist of the roles exercised by the legislative, executive, and judicial branches as defined by the Constitution, including: Congress (the House of Representatives and the Senate), and the federal departments and agencies concerned with U.S. foreign policy and national security (the Departments of State and Defense, the National Security Council, and the various intelligence agencies, most notably the Central Intelligence Agency (CIA)).

3. Political determinants, foremost among them the role played by the President of the United States in decision-making—what political literature calls the “leadership factor”—which is determined, broadly or narrowly, by a range of considerations, including: the President’s political experience, personal characteristics and interests, and ideological orientations, convictions, and personal preferences.

Traditionally, American historical experience indicates that constitutional and institutional constraints have a dominant influence on foreign policy and national security decision-making, compared to the limited influence of the president’s personal characteristics and psychological environment.

This has resulted in a near-consistency in the general direction of US foreign policy and security strategy across successive administrations, regardless of the president’s party affiliation (Democrat or Republican) or personality traits.

Second, the Trump administration and the growing role of the president in foreign policy and national security:

Unlike previous administrations, Republican President Donald Trump, since his first presidential term (2016-2020), has expanded his role in the decision-making process related to US foreign policy and its security strategy abroad, to the point of bypassing the federal institutions responsible for making this policy and strategy, or at the very least marginalizing the role of these institutions and failing to coordinate with them in advance in an unprecedented manner.

Trump’s interference in this regard, and his violation of institutional limits during his second presidential term, which began in January 2025, has increased to the point of causing great embarrassment to those in charge of American foreign and security policy-making institutions on the one hand, and on the other hand, it has led to pushing towards taking decisions – or at best adopting a declared political discourse – that has caused great damage to the foreign relations of the United States and posed a threat to its strategic interests as a superpower, whether with its immediate geographical neighborhood in the Americas (Canada, Mexico, Venezuela, and Cuba), or with its traditional transatlantic allies (Europe and NATO), and finally with important partners in the Middle East region.

Without going into detail about the reasons for this excessive interference by President Trump in American foreign policy and security strategy, in our estimation, this is largely due to the psychological and personal characteristics of the Republican president, whose political discourse and vocabulary indicate that he considers himself the “savior” of the United States and personally qualified to restore it to its glory, which he expresses in his election slogan “Make America Great Again.”

Third, the Second Iran War as a model for the increasing influence of the leadership factor in the US decision-making process:

The events of the second Iran-Iraq War, which began on February 28, 2016, provide a clear example of the growing influence of leadership dynamics, at the expense of constitutional and institutional constraints, in shaping and implementing American foreign policy and security strategy decisions under the Trump administration.

This assertion is supported by two key indicators, as follows:

1. Washington’s Decisions to Launch the War and the Negotiations Related to Ending It:

A close examination of Washington’s decision to launch the war against Iran on the morning of Saturday, February 28, 2026, reveals that President Trump based this decision on his personal convictions regarding the reliability of the reports and information provided to him by Israeli Prime Minister Benjamin Netanyahu – with whom he has a friendly and politically harmonious relationship – concerning the threat posed by Tehran’s nuclear program and its ballistic missile capabilities to Israel, America, and the region. He believed that the opportunity was ripe to quickly eliminate the religious regime in Iran by launching a powerful and swift military strike that would lead to its downfall after instigating an internal uprising.

In contrast, Trump ignored warnings from US foreign policy, national security, and defense institutions about the risks and feasibility of a war against Iran from the perspective of vital US interests in the Middle East. The Republican president also disregarded the reservations of senior administration officials regarding this military strike, including Vice President J.D. Vance, Secretary of State Marco Rubio, and Special Envoy for Middle East Peace Steve Wittkopf.

Further bolstering this claim are Trump’s attempts to deny that Israel pushed him into this war. He has asserted on more than one occasion that he made the decision himself, and even that he was the one who pushed Tel Aviv to engage in it. He has also emphasized on other occasions that the matter of negotiating and ending the war is solely his responsibility, and that Netanyahu is simply doing what he asks of him regarding the war with Iran.

According to the literature of political psychology and the principles of political communication, when politicians exaggerate their denial of something, or deny it without directly accusing them, it often confirms the accusation, not the other way around.

This claim is is further supported by reports in the US indicating that Trump sent the Israeli Prime Minister a draft memorandum of understanding between Washington and Tehran to end the war, as part of the US president’s consultations to reach a final decision on ending the conflict.

This means that Trump made his decision to wage war on Iran—and will most likely make his final decision regarding negotiations to end it—based on elements of his psychological environment and personality traits, and not on the factual data contained in the reports and recommendations of the foreign policy and national security agencies, which are based primarily on the strategic interests of the United States and its international and regional orientations.

2. The Harshness and Crudeness of US Presidential Rhetoric Towards Strategic Partners in the Arabian Gulf:

President Trump’s public political discourse since the start of the war has included statements characterized by an unprecedented level of harshness in American policy towards Washington’s strategic partners in the Gulf Cooperation Council (GCC) countries.

For decades, the United States has maintained a balanced and rational approach to its relations with the Gulf states, a relationship cemented by strategic alliances and defense agreements since the 1991 Gulf War. This was true even during periods of open tension or simmering resentment between the US and some Gulf capitals.

In our estimation, this is explained by the fact that successive administrations and presidents in the White House have based their decisions, policies, and political discourse in general, and towards their allies and strategic partners in particular, on the constitutional and institutional parameters for drawing up and making Washington’s foreign policy and security strategy, especially in the vital geographical areas for national security and American strategic interests, as is the case with the Middle East region and at its heart the Arabian Gulf region.

However, in a departure from this approach and in an unprecedented move, the second Iran-Iraq War witnessed Trump’s political rhetoric, which included insults to some Gulf Cooperation Council (GCC) states and belittling of others. He even went so far as to issue explicit and public threats against one of the Gulf Arab states, the Sultanate of Oman, in a surprising, shocking, and unprecedented act.

On May 28, 2016, Trump threatened Oman, saying he would “blow it up” if it cooperated with Iran on joint management of the Strait of Hormuz. The US Treasury Department also threatened to impose sanctions on Muscat if it proceeded with an agreement with Tehran to manage the strait, which Iran had used as a weapon of economic pressure during the war.

Conclusion:

The leadership factor, represented by the president’s personal characteristics, psychological environment, and political beliefs, has become the pivotal and most important factor in shaping US foreign policy and national security decisions during the administration of President Donald Trump, including the decision to go to war. This has come at the expense of the diminishing influence of other objective determinants, most notably constitutional and institutional ones.

This was clearly evident in Trump’s behavior and political rhetoric during the Second Iran War. This unprecedented development is likely to continue during the remaining two years of the Republican president’s term, until 2028.

The second Iran war demonstrated that such actions would negatively impact Washington’s future relations with its allies and strategic partners, or at the very least, erode trust in it as a reliable and credible international partner.

Furthermore, it would severely damage the prevailing image of the United States, both in the eyes of American and international public opinion, as an international superpower governed by institutions rather than individuals.

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The Weaponisation of Supply Chains: Chips, Rare Earths, and Economic Warfare

The rise of artificial intelligence (AI) and the move toward a green transition built on renewable energy are fundamentally restructuring the global economy. While unleashing unprecedented opportunities, these developments also provide new geopolitical weapons due to the unequal distribution of critical minerals, in particular rare earths, the advanced technology and expertise involved in manufacturing, and the omniscient and inexorable role of the resulting products like semiconductors and batteries for the operation of today’s technologised societies. Thus, countries like China and the United States (US) increasingly seek to safeguard national access to these crucial components and products. This weaponization has implications for global business interests, supply chains, technological development and existing geopolitical tensions in the Middle East and between the US and China.

Semiconductors—the new oil?

Semiconductors, or advanced chips, have been likened to the oil of the 21st century. Just as in the 20th century, oil formed the basis for global economic activity, semiconductors form crucial parts of everything from critical infrastructure like 5G data networks, military technology like missiles and AI data centers, to smartphones, fridges and electric vehicles. Indeed, the semiconductor market, growing rapidly since the launch of large language AI models in 2022, is projected to hold a value of $1 trillion by 2030. Hence, whoever controls the supply of semiconductors holds the power to bring rivaling economies to a standstill. This capability is reinforced by the fact that advanced microchips, and the rare earths contained in them, lack ready substitutes.

Assuredly, oil still offers geopolitical leverage—brought to the fore by the current energy crisis resulting from the closure of the Strait of Hormuz. Yet, semiconductors offer a more potent geopolitical weapon. For example, European sanctions on Russian oil and natural gas following the invasion of Ukraine in 2022 has been largely ineffective in crippling the oil-reliant Russian economy, as Russia has been able to find alternative supply routes like the Caspian Sea and alternative buyers such as India, Türkiye and China. By contrast, semiconductor supply chains are more concentrated due to differential geography, and economic, technological and intellectual capital. For example, Taiwan produces over 90% of the world’s advanced chips, while China controls 60% of global rare-earth production, and 90% of mineral refinement. Similarly, the US enjoys supremacy in semiconductor manufacturing equipment (SME) and expertise, while the Netherlands is the world’s sole producer of extreme ultraviolet lithography required to imprint circuits on semiconductors. Hence, the highly concentrated supply chains of semiconductors gives a handful of countries significant strategic leverage as countries are willing to go far to secure access to these crucial components.

Capitalising on critical mineral supply

This power is reinforced by the fact that the majority of the planet’s critical minerals—such as copper, cobalt and lithium—used in semiconductors and batteries are concentrated in developing countries in Africa and Latin America like Brazil, Chile and the Democratic Republic of Congo (DRC). Thus, the capital-intensity of mineral extraction has allowed major powers like the US and China to expand their influence over supply chains through massive investment in the mining industries of these regions. Hence, supply chains are further concentrated in the hands of a few states, enhancing the weaponisability of these resources. This is bolstered by the rarity and geographic disparity of these elements, meaning that countries cannot easily find substitutes or alternative suppliers for these critical resources, should the aforementioned mineral ‘gatekeepers’ choose to wield their strategic leverage and restrict supply.

Global business caught in the crossfire

This development subjects international business activity, especially within emerging technologies like AI, to geopolitical tensions. For example, the US introduced export controls in 2022, banning US semiconductor company Nvidia from exporting its advanced H2000 chips to China to protect US technological dominance. And Nvidia is not an isolated case—in the last few years, the amount of US companies on the Commerce Department’s Entity List restricting exports has quadrupled. In effect, US companies are losing global competitiveness and access to China—one of the biggest markets in the world. This effect might be hard to reverse. Although the Trump administration relaxed export restrictions in early 2026, no Nvidia chips had arrived in China by mid-May. Part of the reason is that China in response to US restrictions has built up its domestic production, and legally favored domestic chips producers like Huawei to reduce its strategic vulnerability to foreign powers. For similar reasons, China prevented US-based Meta in 2025 from buying up Manus, a Chinese-founded AI company. Thus, business interests are highly susceptible to the weaponisation of concentrated critical supply chains in the geopolitical rivalry between US and China.

Semiconductors—beyond oil

Hence, semiconductors and related products may not simply be the economic and strategic, 21st-century equivalent of 20th-century oil, but may indeed hold greater geopolitical leverage than oil ever did. While the US dominates global oil production, China does not have to import oil from its geopolitical rival at the expense of Chinese strategic power—despite China relying on imports for over 70% of its oil—as diversified global energy markets allow for alternative energy sources like coal and natural gas, and alternative suppliers like the UAE, Iran and Qatar. By contrast, China’s ability to manufacture the most advanced semiconductors without the currently unique US SME is highly limited, with Chinese semiconductor development 3 years behind the US. Consequently, China accounts for over half of the semiconductor exports of US-allied Taiwan.

Taiwan in the crossfire

This in turn increases the strategic importance of the Taiwan dispute. While China has long claimed Taiwan to be part of China, the US endorses Taiwanese independence. The importance of semiconductors has cemented this conflict, with China desiring reunification to gain control over global semiconductor manufacturing, while the US for the same reason favors Taiwanese independence from China to maintain US access to its semiconductor supply, in extension of current efforts to induce TSCM to offshore its production to the US, and reduce semiconductor exports to China. Similarly, China has leveraged its global dominance of refined rare earths and battery production by introducing export restrictions on batteries, refined critical minerals, and rare earths in response to US SME restrictions, exploiting the fact that the US has limited ability to employ its SME to manufacture semiconductors without these Chinese inputs. In response, the US and its allies are scrambling for alternative access to critical minerals by expanding trade partnerships with mining countries like the DRC, investment in battery-production, and by launching Project Vault, a $12-billion investment to create a national critical minerals reserve.

The weaponisation capacity of semiconductors has only begun. As countries are approaching the deadlines of net-zero emissions goals outlined in the Paris Agreement, increased dependency on renewable energy will increase susceptibility to global supply chains for batteries, rare earths and semiconductors for products like EVs, solar panels and energy storage.

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Why Keeping Silence on Taiwan Is No Longer Safe

Strategic ambiguity, the US policy of neither explicitly supporting nor opposing Taiwanese independence, has been considered effective for decades in maintaining stability in the Taiwan Strait. However, the summit between Trump and Xi Jinping on May 14-15, 2026, in Beijing revealed signs that this formula’s effectiveness is beginning to be limited. China pushed the US not merely to “not support” but to actively “oppose” Taiwanese independence. The US responded by displaying an inconsistent position. Taiwan openly asserted its sovereignty. All three responses emerged within less than 24 hours, and no international forum was able to manage the contradictions.

AT His strategic ambiguity is not simply a matter of US foreign policy. It reflects deeper limitations in the global governance system in addressing unresolved sovereignty issues. At the same time, China is actively promoting an alternative world order through its Belt and Road Initiative, non-interventionist principles, and multipolarity agenda, which indirectly influence how the Taiwan issue is positioned on the international stage. Without a concrete framework for joint governance, the potential for miscalculations across the Taiwan Strait will continue to increase.

On May 16, 2026, the day after Trump left Beijing, Taiwan’s Ministry of Foreign Affairs issued an official statement. Taiwan is a sovereign and independent nation. It is not under Chinese rule. This statement was not new rhetoric.

What makes this significant is the context. Trump had just called a $14 billion arms sale to Taiwan a bargaining chip in negotiations with Xi Jinping. China had just successfully pushed the US to soften its tone on Taiwan. In less than 24 hours, three main actors make statements that cannot all be true at the same time. And there is no one international institution that has the authority to decide which is more valid.

This isn’t a sudden diplomatic failure. It’s the result of a policy of strategic ambiguity that has been in place for more than five decades and is now beginning to show its limitations.

Strategic ambiguity was once effective because all parties had an incentive not to test its limits. That situation is changing. China is becoming increasingly assertive. militarily and increasingly actively shaping an alternative global order. Taiwan is becoming more assertive in claiming its political identity. The US under Trump is increasingly unpredictable. In these conditions, the ambiguity that once served as a buffer for stability has now become a source of uncertainty. The global governance system lacks adequate instruments to fill the gaps left by this increasingly outdated formula.

Starting from the background, a US strategic ambiguity towards Taiwan was born of deliberate compromise. In the Shanghai Communique (1972), Washington used the word “recognizes” China’s position that Taiwan is part of China, not “accepts.” The difference in vocabulary was no accident. It opened diplomatic normalization with Beijing without formally abandoning Taipei.

This formula was then codified through the Taiwan Relations Act of 1979 and three joint US-China communiques. During the Cold War era and the two decades that followed, this formula remained relatively stable because China was not yet strong enough to challenge it militarily and Taiwan was not yet confident enough to challenge it politically. As noted by T.Y. Wang in the journal Politics and Policy, strategic ambiguity is designed not only to deter China from attacking Taiwan but also to restrain Taiwan from taking steps that Beijing might deem provocative.

But the conditions that made that formula effective have changed structurally. Taiwan’s democratization since the 1990s has produced a political identity increasingly independent of the “One China” narrative. The PLA’s military modernization has changed the cost calculations of conflict. And Trump’s return to the White House has brought a transactional approach that, as noted by the Global Taiwan Institute, exacerbates existing ambiguities with conflicting signals that are record arms sales accompanied by a striking rhetorical silence on US security commitments to Taiwan.

On the ground, this uncertainty has already resulted in a measured escalation. Military exercises: Justice Mission 2025 In December 2025, a full-scale blockade of Taiwan was simulated, with over 90 aircraft crossing the median line of the Taiwan Strait in a single day. These median line violations were not an anomaly. Since 2022, they have become increasingly routine and have rarely elicited an organized response from the international community.

The most important part to understand next is about the One China Policy. The One China Policy affirms that a single label includes three irreconcilable positions. Beijing maintains that Taiwan is an unreturned province and that reunification is a non-negotiable goal. Taipei maintains that the Republic of China (ROC) is a sovereign state that predates the People’s Republic of China and that the two have never ruled each other. Washington maintains its own version, based on the Taiwan Relations Act, that recognizes Beijing’s position without explicitly endorsing it.

These three positions exist simultaneously because they have never been tested in an international forum that has the authority to decide which is more valid. Brookings Institution; he noted that this policy was originally designed for a period when China was not yet acting like a revisionist power. Now, conditions have changed, and the old formula requires a recalibration that has yet to materialize.

There’s a compelling argument here. Strategic ambiguity has also served as a deterrent to war. It prevents China from attacking because it’s unsure whether the US will intervene. It also prevents Taiwan from declaring formal independence because it’s unsure whether the US would defend it. In this logic, ambiguity is a feature, not a bug.

However, analyst Brandon K. Yoder in the European Journal of International Relations, The effectiveness of deterrence hinges on credibility, which is currently eroding. When Trump called weapons for Taiwan a “negotiating chip,” he indirectly communicated to Beijing that the US commitment was conditional. When commitments are conditional, their deterrent effect is significantly weakened.

What results is not new stability, but rather an increasingly unpredictable gray area. Each party operates based on its own assumptions about the limits that can be tested. Without governance mechanisms that explicitly clarify these limits, the risk of miscalculation continues to grow.

The Taiwan issue cannot be read in isolation from China’s broader agenda of reshaping the global order. Over the past two decades, Beijing has not only protested the existing international system but also actively developed an alternative.

The Belt and Road Initiative, which now encompasses more than 140 countries, is more than just an infrastructure project. As analyzed in China Quarterly of International Strategic Studies, BRI serves as both a governance and economic mechanism, linking infrastructure development with new standards of connectivity and cooperation that reflect the Chinese model of development without political conditions.

Beyond the BRI, China is actively pushing three major initiatives: the Global Development Initiative, the Global Security Initiative, and the Global Governance Initiative. They share a common thread that is strengthening the norm of sovereignty, rejecting intervention based on Western values, and promoting multipolarity as a substitute for single-party hegemony. Bruegel noted that the concept of “Community with a Shared Future for Mankind” popularized by Xi at Davos 2017 has even been included in several UN General Assembly resolutions, demonstrating how far China has succeeded in pushing its global narrative into multilateral institutions.

The relevance to the Taiwan issue is that the more countries accept China’s sovereignty-based, non-interference-based governance framework, the more limited the space for international mechanisms to challenge Beijing’s claims to Taiwan. China’s global governance agenda and its claims to Taiwan are not separate issues. They are part of the same project: redefining who has the right to set the rules of the game in what have traditionally been called “internal affairs.”

This also makes Trump’s and Xi’s bilateral approach a more suitable instrument for China’s interests. When the Taiwan issue is managed through negotiations between the two great powers, broader norms, such as the right to self-determination and representation of sovereign entities, are not discussed. Observer Research Foundation noted that BRI cooperation with the UN from 2015 to 2019 was more about mutual legitimacy than structural integration, and a similar pattern is seen in the way China uses multilateral forums to validate its diplomatic positions without actually committing to the process.

Trump’s and Xi’s meeting in May 2026 shows a pattern that deserves serious attention. That is, the Taiwan issue is now managed almost entirely outside the multilateral framework. There are no regional forums, no UN mechanisms, no activated joint protocols. There are just two leaders, two delegations, and an agenda far broader than just Taiwan.

Observation: Both sides reveal a glaring asymmetry. In China’s version, Taiwan is referred to as the “most important issue,” and Xi warned of potential conflict if handled incorrectly. In the US version, Taiwan is not mentioned at all. CSIS noted that the meeting resulted in a commitment to “strategic stability” without concrete instruments to realize it. The lack of crisis communication protocol. Limited incident management framework. There isn’t any commitment to refrain from provocative military exercises.

This is not simply a shortcoming of the meeting. It reflects a more systemic limitation. namely the limitations There is no sufficiently authoritative multilateral platform to address this issue. The UN Security Council is hampered by Beijing’s veto power. ASEAN adheres to the principle of non-intervention, which actually benefits China’s narrative. The G20 has no mandate to address sovereignty disputes.

The result is what could be called a governance deficit. This doesn’t mean there are no institutions, but rather that the existing ones are insufficiently effective for the situation. And it’s in this deficit that military escalation moves in to fill the space that structured diplomacy should be filling. Modern Diplomacy noted that the US approved an $11.1 billion arms package for Taiwan by 2025 while simultaneously sending ambiguous rhetorical signals, a combination that makes it difficult for both China and Taiwan to read exactly where the real line is.

The following three recommendations are not intended to resolve the Taiwan status question. Their purpose is more limited and more immediate. namely for reducing the risk of miscalculation before a minor incident escalates into an uncontrollable crisis. All three rely on existing political conditions and momentum.

First, the momentum of the Trump-Xi meeting should be used to establish a permanent, dedicated military crisis communication channel for incidents in the Taiwan Strait. The most relevant precedent is the Washington-Moscow hotline, established after the 1962 Cuban Missile Crisis, precisely because the world had nearly come to war due to miscommunication, not intention. CNBC noted the May 2026 meeting resulted in a relatively constructive atmosphere between the two leaders. This is a rare window of opportunity and should be used for something concrete.

Second, Indonesia, as a BRICS member and ASEAN dialogue partner with a relatively balanced working relationship with Washington and Beijing, could propose a regional consultation forum focused on managing incidents in the Taiwan Strait. This would not be a forum to decide Taiwan’s status, but rather a technical mechanism for de-escalation procedures and crisis communication. ASEAN has the foundation for this through the Treaty of Amity and Cooperation, and Indonesia’s current position within BRICS provides added legitimacy in Beijing’s eyes.

Third, the US, China, Japan, and South Korea need to negotiate a joint commitment that no party will change the status quo in the Taiwan Strait through force. This is inspired by the Helsinki Final Act of 1975, which successfully committed European countries not to change their borders by force, despite many of their mutual distrust. The agreement did not resolve existing disputes, but it did raise the costs of escalation measurably. With Xi seeking economic stability before 2027 and Trump seeking to avoid military engagement far from the US mainland, both sides’ calculations are now more open to this type of commitment than in previous periods.

It can be concluded that strategic ambiguity is one of the most ingenious products of Cold War diplomacy. It maintained stability in the Taiwan Strait for decades, not by solving the problem, but by making all parties unsure whether testing its limits was a good idea.

The conditions that make that formula work are changing simultaneously. China is stronger and more assertive. Taiwan is more assertive in its political identity. And the US under Trump is sending signals that are more easily read as conditional than committed. These three changes are not occurring one after the other, but simultaneously, and the global governance system has not yet responded accordingly.

The Trump-Xi meeting in May 2026 is neither a turning point in the war nor a step toward a resolution. It is a reflection of the current situation: three actors with three different interpretations, no referee, and increasingly little room for error.

What’s needed isn’t a final solution on Taiwan’s status, as that won’t come anytime soon. What’s needed are concrete steps that reduce the risk of miscalculation while keeping all options open. Crisis channels, regional consultative forums, and non-escalation commitments are small steps but have clear historical precedent. The question is whether the political will for these small steps can still be found amidst the escalating rivalry.

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Artificial Intelligence in the Interregnum: Technology and the Reconfiguration of Meaning

There are moments in history when civilizations continue to advance materially while progressively losing confidence in the values  and structures that once gave direction and coherence to collective life. Institutions continue to function, markets continue to expand, and technological progress accelerates uninterruptedly, yet beneath this movement emerges a quieter uncertainty.

As Simone Weil observed, “to be rooted is perhaps the most important and least recognized

need of the human soul.”[1] Yet contemporary societies often struggle to sustain those forms of

belonging and shared meaning that once anchored human communities. The crisis is

therefore not simply political or economic. It concerns meaning itself.

Artificial intelligence has appeared precisely within such a historical juncture. Most contemporary discussions approach AI primarily as a technological revolution, or as an element of economic and geopolitical competition between great powers. Governments now frame it as a strategic race, corporations present it as the next engine of productivity, and Silicon Valley often speaks of AI in the language of inevitability and destiny, recalling Aldous Huxley’s fear that technological progress might ultimately weaken rather than deepen human civilization.[2]

 But such interpretations may ignore something deeper still. AI may be less the cause of a civilizational transformation than one of its clearest symptoms. It reflects a broader historical transition in which inherited moral and symbolic frameworks are dissolving faster than new forms of collective meaning can emerge.

Slouching Towards Bethlehem[3]

This condition closely resembles what Antonio Gramsci described as an interregnum: a period in which the old world is dying while the new world struggles to be born. [4] Such periods produce not only political instability, but also moral exhaustion, the erosion of shared narratives, and declining confidence in beliefs once considered self-evident. Civilizations have passed through similar moments before.

The enduring fascination of Edward Gibbon’s monumental The Decline and Fall of the Roman Empire lies not merely in its account of imperial decline, but in its portrayal of the slow weakening of the moral and symbolic foundations that once sustained an entire civilization.[5] Rome did not collapse overnight. Its institutions remained impressive long after few still believed in the civilization they were meant to serve. Administrative power survived even as collective meaning and aspirations deteriorated.

That pattern feels strangely familiar.

Never before have technological capacities appeared so extensive while social distrust, political fragmentation, and loneliness have become so pervasive. Hyperconnectivity was supposed to bring societies closer together. In many cases, it has done the reverse.

AI in the Anthropocene

AI emerges from within this historical condition . It appears perfectly suited to societies organized around abstraction, speed, quantification, and technological mediation. In this sense, AI is profoundly historical. It results from a long civilizational development in which rationalization, efficiency, and technical calculation have come to replace older moral, religious, and symbolic frameworks as primary sources of legitimacy and meaning. What distinguishes AI from previous technologies is that it extends these same principles into domains traditionally considered irreducibly human. Activities once understood as distinctly human, such as reasoning, creativity, interpretation, and even emotional interaction, are now becoming technologically mediated.

The deeper unease therefore concerns anthropology as much as technology. What remains distinctively human when machines become capable of imitating reasoning, generating art, and mediating human relationships?

Such moments of civilizational disorientation are not entirely unprecedented.

The Renaissance confronted a similar rupture. Medieval Europe had long possessed a relatively coherent worldview capable of organizing religion, politics, morality, and human identity within a common order. By the late fifteenth century, however, this equilibrium was beginning to fracture under the pressure of new scientific discoveries, religious wars, and the weakening of older political and spiritual authorities. Thinkers such as Niccolò Machiavelli and Giovanni Pico della Mirandola sought, in radically different ways, to redefine humanity’s place within a rapidly changing world.[6] Pico celebrated human beings as creatures capable of shaping themselves through freedom and intellect, while Machiavelli recognized more soberly that periods of transition dissolve inherited certainties and force societies to confront instability and power directly.

Both understood that historical transformation is ultimately existential before being institutional. Our own transition may prove even more radical because technology no longer transforms only economic or political life, but cognition itself.

AI now mediates everyday experience itself: how people search for information, communicate, work, and make sense of the world around them.

Algorithms no longer merely distribute information. They shape attention, influence perception, and affect how individuals relate emotionally to public life and to one another. Under such conditions, the distinction between human judgment and technological mediation becomes far less clear.

The Price of Nostalgia

One striking feature of the contemporary digital environment is the degree to which individuals now participate voluntarily in their own data extraction. Recent Instagram trends such as the viral “What Were You Like in the ’90s?” challenge encourage users and celebrities alike to upload curated archives of personal photographs spanning decades of their lives. Presented as nostalgia and entertainment, these trends also generate immense quantities of highly valuable visual and behavioural data: faces across time, emotional reactions, aesthetic preferences, social interactions, and patterns of self-presentation. Whether or not such material is directly incorporated into future AI systems, the broader objective remains significant. Human memory, identity, and even nostalgia itself increasingly becomes raw material for computational analysis and commercial platforms.

Reactions to AI therefore oscillate easily between fascination and anxiety. Beneath both lies a deeper uncertainty about whether modern societies still possess a coherent understanding of what human beings are for, beyond economic productivity and consumption.

Friedrich Nietzsche anticipated aspects of this crisis more than a century ago. His declaration that “God is dead” did not merely constitute a theological provocation but signalled the emergence of a civilization in which traditional moral structures would lose authority long before new ones could replace them.[7] Nietzsche feared not nihilism alone, but the possibility that societies might become incapable of generating new forms of transcendence once older ones had collapsed. We saw how his worldview provided an intellectual base for Fascism.

I Read, therefore I Am

In increasingly mediated environments, the act of sustained reading itself begins to take on a countercultural character. To read is, in some sense, to resist. We have access to more information than any previous generation, yet physical books can still provide a sense of orientation. The books people return to, annotate, or simply keep close over time often reveal something enduring about the way they think and who they are.

The central issue, therefore, is not simply whether artificial intelligence will become more powerful. The deeper question is whether societies organized around AI can still sustain stable forms of responsibility and belonging strong enough to preserve coherent collective life. This is ultimately a political and civilizational problem before it is a purely technical one.

Much contemporary discourse still assumes that technological advancement naturally produces historical progress. History offers little evidence for such confidence.

Civilizations do not endure simply because they innovate technologically. They endure because they preserve, or reinvent, systems of meaning capable of holding societies together over time.

The Roman Empire mastered engineering yet gradually lost the moral cohesion that had once sustained it. Renaissance Europe produced extraordinary creativity precisely because it confronted existential instability directly rather than attempting to ignore it.

Contemporary Western societies appear caught between immense technological sophistication and growing uncertainty about their own civilizational narrative.

AI therefore represents more than innovation. It reflects a transformation in how human beings understand themselves, authority, knowledge, and reality itself. The danger is not simply that machines become too powerful. It is that societies now outsource judgment, imagination, and responsibility while slowly losing the cultural and moral resources required to govern these technologies wisely. Yet periods of interregnum are not necessarily periods of decline alone. They are also moments in which civilizations redefine themselves.

AI For Good ?

Historical transitions create possibilities as well as dangers. The Renaissance emerged from the crisis of medieval Europe. Modern democracy emerged from the upheavals of industrial society. Today’s uncertainty may likewise force Western societies to confront questions long obscured by economic growth and technological optimism:

What constitutes a good society? What forms of belonging remain possible in a hyper-mediated world? What aspects of human life should never be reduced to data, prediction, or optimization?

AI cannot answer these questions. But its emergence makes avoiding them increasingly difficult.


[1] Simone Weil, The Need for Roots: Prelude to a Declaration of Duties Towards Mankind (1949/1952).

[2] See Aldous Huxley, Brave New World (1932) and his later essays such as Brave New World Revisited (1958), where he warns that technological efficiency and social conditioning could erode authentic human experience.

[3] The phrase alludes to the final lines of W.B. Yeats’ poem “The Second Coming” (1919): “And what rough beast, its hour come round at last, / Slouches towards Bethlehem to be born?”

[4] Antonio Gramsci, Prison Notebooks (written 1929–1935, published posthumously). The “interregnum” concept appears in Notebook 3: “The crisis consists precisely in the fact that the old is dying and the new cannot be born; in this interregnum a great variety of morbid symptoms appear.”

[5] Edward Gibbon, The History of the Decline and Fall of the Roman Empire (6 volumes, 1776–1789). Gibbon famously attributed part of the decline to the rise of Christianity and the erosion of civic virtue.

[6] Giovanni Pico della Mirandola, Oration on the Dignity of Man (1486) — often called the “Manifesto of the Renaissance”; Niccolò Machiavelli, The Prince (1532) and Discourses on Livy.

[7] Friedrich Nietzsche, The Gay Science (1882, §125 – “The Madman”) and Thus Spoke Zarathustra. The full phrase is usually rendered “God is dead. God remains dead. And we have killed him.”

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A Rising China, an Established America, and the Thucydides Trap

When the ancient Greek historian Thucydides chronicled the Peloponnesian War, he did not write only about the clash between Athens and Sparta. He documented the fate of the small city-states caught between them in 431BC. Corcyra and Potidaea, neutral territories with no grand strategy of their own, were crushed, annexed, or forced into allegiance as the two great powers dragged the entire Greek world into conflict.

Thucydides famously wrote that it was the rise of Athens and the fear that this instilled in Sparta that made war inevitable. Yet for the smaller states, there was no trap to escape. There was only destruction when great powers fought. This forgotten truth frames the most dangerous bilateral relationship on earth today.

When President Xi Jinping invoked the Thucydides Trap during his May 2026 summit with President Donald Trump in Beijing, he framed it as a question between two great powers asking whether China and the US can rise above the so-called Thucydides Trap and create a new framework for major-power relations. The concept was popularized by Harvard political scientist Graham Allison, who identified sixteen historical cases over the past five hundred years where a rising power challenged an established one, with twelve ending in war. Allison’s framework casts China as the rising Athens and the US as the established Sparta. It centers on whether these two great powers can avoid destroying each other, while leaving less examined what happens to the smaller states caught in between. At the summit, President Xi warned that if mishandled the two countries could clash or even enter into conflict, leading the entire China-US relationship into a highly dangerous scenario. He emphasized that the Taiwan issue is the most critical matter in their bilateral relation, implicitly acknowledging that miscalculation could materialize the very trap he warned against.

The competition between the US and China has grown far beyond trade into something that locks other countries into its orbit. What started as a tariff dispute has become overlapping conflicts across technology, finance, energy, and data governance, each one reinforcing the others and closing off neutral ground. This creates a situation close to a legal Catch-22 where China’s Ministry of Commerce used its blocking statute for the first time in May 2026 against US sanctions and put multinational companies in a position where following Washington’s extraterritorial rules meant breaking Beijing’s laws and following Beijing’s rules meant breaking Washington’s. This is not a byproduct of the competition but is becoming the competition itself.

US bans on advanced semiconductors and AI chips combined with Chinese limits on gallium, germanium, and rare earths along with rival payment systems like China’s Cross-Border Interbank Payment System (CIPS), which provides cross-border payment services to more than 5,000 banking institutions across 190 countries and regions as an alternative to Western banking rails and clashing visions of internet sovereignty have built up into a tightly connected system where doing business globally increasingly means either choosing a side or paying escalating costs for staying neutral, with the heaviest pressure in tech and finance while other domains retain more space for hedging. These costs hit hardest not the US or China but the countries and firms that have no power over either. China-US trade, technology, and regulatory pressures have repeatedly spilled over into third countries, and Southeast Asia has often been caught in the middle. Vietnam has faced US scrutiny over goods assembled with Chinese-linked inputs, Cambodia experienced significant trade diversion during the 2018 US-China trade war, Malaysia came under pressure to tighten controls on semiconductor shipments, and Singapore has had to navigate the compliance burdens created by competing US and Chinese rules.

More broadly, small states across the globe must navigate between two major powers, leaning toward China for economic reasons and toward the US for security reasons. ASEAN has long relied on non-alignment and hedging to preserve, and of course expand, room to maneuver if possible, but intensifying US-China competition is narrowing that room. Some states have turned rivalry into opportunity. Vietnam has attracted manufacturing shifts and foreign investment as companies diversify supply chains away from China. India, Gulf states, and others actively play both sides or carve strategic niches, extracting economic benefits while maintaining security partnerships. Yet these adaptive strategies have limits, and the space for maneuvering narrows as competition intensifies, leaving smaller states with growing pressure, higher compliance costs, and reduced autonomy.

The relationship between China and the US remains the world’s most dangerous bilateral relationship not because President Xi and President Trump might make war on each other but because small countries worldwide will be the first casualties when that war comes or even when competition intensifies. The real Thucydides Trap is not whether America and China can avoid war with each other but whether small states can survive the rivalry even if both of them somehow manage peaceful coexistence. As fence sitting becomes tense and the legal arms race traps countries in impossible dilemmas, more countries face choices that progressively erode the strategic autonomy they have long relied on. Thucydides wrote about the Peloponnesian War with eyes on all participants including the allies of Athens and Sparta who became victims of the trap. The lesson from ancient Greece is very clear that when great powers fight the weak do not survive, and the stories of Corcyra and Potidaea matter just as much as the struggle between Athens and Sparta.

When Athens and Sparta finally went to war, the first thing that died was the freedom of everyone caught between them. The US and China may or may not escape their trap but regional powers, developing nations, and many other small countries already know themselves to be inside it.

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After the Iran War: Seven Dynamics That Will Define the New Middle East

Every major war in the Middle East has left the region permanently altered in ways that nobody fully anticipated at the time. The 1948 Arab-Israeli war created a refugee crisis whose consequences are still being negotiated seventy-eight years later. The 1979 Islamic Revolution in Iran reorganized the entire regional security architecture around a new fault line that nobody had planned for. The 2003 US invasion of Iraq created a vacuum that Iran filled faster and more effectively than anyone in Washington had anticipated, reshaping the balance of power across the Levant in ways that took a decade to fully understand.

The 2026 Iran war belongs in that category. Not because the outcome is clear, it is not, and the ceasefire that is currently holding is fragile enough that anyone claiming certainty about what comes next is not paying close enough attention. But because the war has already crossed several thresholds that cannot be uncrossed, set several precedents that will shape behavior for years, and broken several assumptions that the regional order was quietly depending on without anyone fully acknowledging it.

Here are seven dynamics that will define the Middle East that emerges from this war, whenever the shooting finally stops for good.

1.      Iran Survives, But the Rules It Played By Are Gone

The Tehran regime is still standing. That matters, and it is worth saying plainly before anything else, because a significant part of the war’s logic, the publicly unstated part, was the hope that Operation Epic Fury would produce regime collapse or at minimum regime change. It did not. The Islamic Republic absorbed the largest US-Israeli military campaign in the region’s modern history, lost its Supreme Leader, saw its nuclear facilities damaged and its military degraded, and is still there.

What has changed is the calculation the regime makes about its own survival. Iran’s leadership watched the same sequence of events that every other government in the region watched: a country that was in active nuclear negotiations got bombed twice during those negotiations. The deterrence lesson available from that sequence is not subtle. Iran’s longstanding policy of maintaining a threshold nuclear capability, staying close to the bomb without building one, using ambiguity as leverage has been tested and found insufficient. The regime that emerges from this war is going to look at that record and draw conclusions about what kind of deterrence actually works. North Korea tested a weapon and got personal summits with an American president. Iran negotiated in good faith and got bombed. Those two data points are now sitting side by side in every serious strategic conversation happening in Tehran.

The regime will also be more paranoid domestically. The war followed the January 2026 protests in which security forces killed at least 30,000 people. A weakened regime with depleted military resources and a traumatized population is not a stable combination. The survival instinct will dominate everything else in the near term, including any serious diplomatic engagement, which is part of why the Islamabad nuclear talks failed and why any future negotiations will start from an even lower baseline of trust than the ones that preceded the war.

2.      The Gulf Has Been Permanently Unsettled

The Gulf Cooperation Council states did not start this war. They absorbed it anyway. Bahrain depleted 87% of its Patriot interceptor stocks. Kuwait and the UAE spent roughly 75% of theirs. Saudi Arabia’s critical east-west pipeline was struck directly. Abu Dhabi’s main gas complex caught fire. Fujairah’s oil refinery burned. More than 60 combined drone and missile attacks hit Kuwait and the UAE in a single day during the Project Freedom escalation. The Gulf’s carefully constructed image as a zone of stability, safety, and economic transformation, the image that had attracted trillions in foreign investment and tens of millions of expatriate workers, was shattered in a way that will take years to rebuild, if it can be rebuilt at all.

The Middle East Council on Global Affairs described the war as having “irreversibly shaken” the region’s image, exposing deep-seated fragility beneath the facade of the Gulf’s rapid economic transformation. The word “irreversibly” is doing real work in that sentence. Previous crises, the 1990 Iraqi invasion of Kuwait, the 2019 Aramco attacks, were absorbed and the narrative of Gulf stability recovered relatively quickly. This war lasted over seventy days, struck civilian infrastructure repeatedly, disrupted food supplies across countries that import the vast majority of their calories, and demonstrated that the bilateral security relationships with Washington that Gulf states had invested so heavily in did not prevent them from becoming targets.

The UAE’s decision to leave OPEC on May 1 is one visible expression of the strategic rethink underway. The Gulf states are going to emerge from this war less willing to subordinate their security architecture to any single patron and more interested in building the kind of integrated regional defense capacity that would give them options Washington cannot or will not provide. The differences among the six GCC states will make a NATO-style collective defense treaty unlikely, but closer integration is no longer aspirational. It is a necessity that the war has made impossible to defer.

3.      The Normalization Project Is Frozen

Before February 28, the Abraham Accords logic seemed to be holding. The UAE, Bahrain, Sudan, and Morocco had normalized relations with Israel. Saudi Arabia was the prize, and the conversations about a potential Saudi-Israeli normalization — in exchange for a US defense pact and civilian nuclear cooperation — were genuinely advanced. The underlying premise was that Arab publics had moved far enough past the Palestinian cause that their governments could afford to formalize what was already functionally a security alignment.

The Iran war destroyed that premise in full view of everyone. Arab public opinion, which was already running at 87% opposition to normalization in the Arab Opinion Index before the war, has hardened further after watching Israel conduct sustained bombing campaigns across Lebanon, Gaza, and Iran simultaneously over more than seventy days. For many Arab observers, the war is not an isolated conflict. It is the latest chapter in a broader Israeli military dominance project that encompasses Gaza, the West Bank, Lebanon, and now Iran, enabled throughout by American military and diplomatic support.

Any Arab leader who signs a normalization deal with Israel in the current environment faces a domestic political cost that no US security guarantee or economic package can fully offset. The Saudi normalization conversation is not dead permanently, the strategic logic that made it attractive for Riyadh has not entirely disappeared but it is frozen for long enough that the entire US regional architecture that depended on it as a centerpiece needs to be rethought. Washington’s ability to build a US-Israel-Gulf security framework against Iran was the strategic bet the war was supposed to vindicate. The war has made that framework harder to assemble, not easier.

4.      The US-Israel Relationship Has a New Fracture

American support for Israel has been the most durable constant in US Middle East policy across administrations since 1948. It has survived Israeli settlement expansion, military operations in Gaza that generated international condemnation, and political disputes that have occasionally grown heated. The 2026 Iran war has introduced a new variable into that relationship that previous strains did not: the growing belief among a significant portion of the American public that Israel drew the United States into a war it did not want and cannot easily end.

More than 60% of Americans disapprove of the Iran war. Trump’s approval ratings sank to record lows partly on the back of rising energy prices and cost of living impacts that are directly attributable to the Hormuz closure. The war’s unpopularity has given political traction to positions that were previously confined to the progressive wing of the Democratic Party: conditioning military assistance on specific Israeli behavior, demanding accountability for civilian casualties in Lebanon and Iran, and subjecting the strategic value of the bilateral relationship to the kind of cost-benefit scrutiny it has historically been shielded from.

None of this means the alliance is breaking. It is not. But the domestic political foundation that made unconditional US support for Israel possible regardless of what Israel did has developed a crack that the Iran war has widened. Future US administrations will face a political environment in which the Israel relationship is a genuine electoral liability in ways it simply was not before, and Israeli policymakers who have operated on the assumption that US support is structurally guaranteed regardless of circumstances will need to update that assumption.

5.      China Emerged as the Indispensable Power

Beijing did not fire a shot. It did not spend significant diplomatic capital publicly. It did not take on any formal mediation role. What it did was position itself, with considerable patience and skill, as the actor that both Washington and Tehran needed more than either wanted to admit, and then collect the diplomatic credit when the ceasefire materialized.

China helped bring Iran to the Islamabad table, according to Trump’s own public statements. Wang Yi hosted Iranian Foreign Minister Araghchi in Beijing days before the Trump-Xi summit, called for Hormuz to reopen, and generated the impression of Chinese diplomatic activism at exactly the moment when Washington needed Beijing’s cooperation and was prepared to pay for it. China invoked its blocking rule against US sanctions on Chinese refiners buying Iranian crude — the first time that tool had ever been used — demonstrating that it had economic instruments available to defend its interests that it had not previously deployed. And it arrived at the Beijing summit as the power that had something Trump badly needed, which is a considerably stronger negotiating position than the one it occupied at Busan in October.

The 2023 Saudi-Iran normalization deal established China as a capable Middle East diplomatic actor. The 2026 Iran war established it as an indispensable one. The distinction matters. Capable means you can play a role when conditions are right. Indispensable means the outcome changes if you are not involved. Beijing has crossed that threshold, and it has done so without making any of the military commitments, incurring any of the costs, or absorbing any of the domestic political blowback that Washington’s Middle East involvement routinely generates.

6.      The Nuclear Domino Is Now Spinning

Iran was bombed twice during active nuclear negotiations. That sequence of events is now permanently part of the strategic record, and every government that has been quietly calculating its own nuclear options has updated its spreadsheet accordingly.

Saudi Arabia has been the most explicit. Mohammed bin Salman said before the war that if Iran developed a nuclear weapon, Saudi Arabia would pursue one too. The war has moved that conversation from hypothetical to urgent. Riyadh has been building civilian nuclear infrastructure with American assistance and insisting on retaining enrichment rights in any cooperation agreement. The Islamabad talks’ collapse on the nuclear issue, Iran refusing to permanently renounce enrichment in exchange for promises from a government that had bombed it twice during negotiations, has removed any expectation that a clean nonproliferation settlement is achievable in the near term.

Turkey, South Korea, and Japan are all running versions of the same calculation at different registers. The Iran war gave each of them new data points. US Pacific munitions were depleted to feed the Iran campaign. THAAD components were pulled from South Korea. US allies in Asia were publicly rebuked for declining to join the coalition. The message received in Seoul, Tokyo, and Ankara was not the one Washington intended to send, and the conclusions being drawn in those capitals about the reliability of American security guarantees will shape nuclear policy decisions that play out over the next decade.

The nonproliferation architecture was already under serious strain before February 28. The Iran war has accelerated the deterioration of a regime that depended on the belief that non-nuclear states were better off without weapons than with them. That belief is harder to sustain after a country was bombed during the negotiations designed to preserve it.

7.      The Gulf’s Self-Image Is Broken, and Rebuilding It Will Take a Generation

There is a dimension of what the Iran war changed that resists purely strategic analysis, and it is worth naming directly. The Gulf states spent the past two decades building a narrative about themselves: modern, open, economically dynamic, safely removed from the instability that characterized other parts of the Middle East. Dubai and Abu Dhabi positioned themselves as global hubs. Riyadh launched Vision 2030. Doha hosted the World Cup. The region was selling itself as a destination, not a danger zone.

The war shattered that narrative in ways that will outlast the ceasefire. The conflict was described by one analyst as marking the “end of the narrative” that the Gulf is a permanently safe destination for expatriates, immigrants, and tourists. The psychological impact on the tens of millions of people who live and work in the Gulf, who sheltered from missile alerts, watched refineries burn, and scrambled to find formula and medicine during the food import disruption, is not something that press releases about ceasefire agreements can quickly undo.

Foreign investment into Gulf real estate and infrastructure had been tracking the region’s stability narrative for years. That narrative is now complicated by the demonstrated reality that the Gulf can be struck repeatedly during a regional conflict in ways that its air defenses cannot fully absorb. Rebuilding the confidence that underwrites that investment will require not just a ceasefire but a durable regional security architecture that the current situation is nowhere near producing.

The Middle East that emerges from the 2026 Iran war will be defined by the space between what was promised and what was delivered; by US security guarantees that did not prevent the Gulf from being struck, by Israeli military operations whose strategic gains remain unclear, by an Iranian regime that survived when the operational logic suggested it might not, by a ceasefire that is holding without resolving anything, and by a regional order that has been disrupted deeply enough that the shape of what replaces it is genuinely unknown.

That uncertainty is not a failure of analysis, but it is the honest description of where the region actually is.

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Trump, Xi and Cold War 2.0: Managing Rivalry in a Fragmented World

The world today is no longer witnessing isolated geopolitical crises. From Ukraine and West Asia to Taiwan and the Indo-Pacific, almost every major flashpoint bears the imprint of an expanding strategic contest between the United States and China. The emerging order increasingly resembles a “Cold War 2.0” — though very different in structure, methods and consequences from the US-Soviet rivalry of the 20th century.

Unlike the earlier Cold War1.0, the present contest is not defined by ideological blocs alone. The US and China remain deeply intertwined economically, technologically and financially even as they posture against each other militarily, diplomatically and strategically. It is therefore a paradoxical competition: adversarial coexistence under conditions of mutual dependence.

The forthcoming summit between US President Donald Trump and Chinese President Xi Jinping in Beijing assumes significance far beyond bilateral optics. It is not merely about tariffs or trade balances. It is about whether the world’s two largest powers can manage competition without pushing the international system into prolonged instability.

Cold War 2.0: Similarities and Differences

There are unmistakable similarities between the old Cold War and the current strategic rivalry. Technology races, military posturing, proxy theatres, sanctions, espionage, supply-chain wars and ideological narratives are again shaping global politics. Taiwan today resembles what Berlin once symbolised during the original Cold War — a potential trigger point with global implications.

Yet the differences are even more important.

The US and Soviet Union operated largely in separate economic ecosystems. In contrast, America and China remain deeply integrated through trade, manufacturing, investment flows and technological supply chains. As a result, Cold War 2.0 is less about total decoupling and more about selective disengagement, strategic denial, and competitive coexistence. China’s rise has also changed the nature of power transition; unlike the Soviet Union, China is economically embedded within the global capitalist system while simultaneously challenging Western strategic dominance. Beijing does not seek immediate overthrow of the international order; rather, it seeks gradual restructuring of global institutions and norms to reflect Chinese power and preferences.

Because of this interdependence, direct conflict is expensive for both parties. As a result, selective disengagement, strategic denial, and competitive coexistence are more important in Cold War 2.0 than total decoupling.

The nature of power transitions has also changed as a result of China’s growth. China, in contrast to the Soviet Union, both challenges Western geopolitical dominance and is economically integrated into the global capitalist system. Beijing aims to gradually restructure international institutions and norms to reflect Chinese strength and preferences rather than topple the current international order.

Trump’s Return: Strategic Pressure with Transactional Flexibility

President Trump’s return has introduced a more personalised and transactional dimension to US-China relations. His approach combines aggressive economic nationalism with pragmatic deal-making. Trump views geopolitics substantially through the prism of economic leverage, tariffs, industrial revival and negotiated advantage.

During his earlier tenure, Trump launched the trade war against China, challenged Chinese technological expansion and questioned assumptions of unlimited globalisation. In his second term his tariff rhetoric and coercive stance seems tampering down by Beijing’s stiff retaliation and domestic vows through courts; hence appears focused on “managed competition” rather than ideological confrontation.

Current indications suggest that Trump seeks three broad objectives from Beijing:

  • Reduction of trade imbalances and greater market access for American companies.
  • Chinese restraint regarding Iran, fentanyl precursors and strategic technology transfers.
  • Taiwan and Indo-Pacific tensions should be relatively stable to prevent unchecked escalation. At the same time, Trump appears willing to negotiate tactical understandings with Beijing if they produce visible economic or political gains domestically.

This reflects an important distinction between traditional American strategic establishments and Trump’s worldview. Washington’s institutional security establishment and deep state often sees China as a long-term systemic challenger. Trump, however, also sees Beijing through the lens of bargaining opportunity. This creates unpredictability both for allies and adversaries.

Xi Jinping’s China: Strategic Patience and Controlled Assertiveness

If Trump represents transactional nationalism, Xi Jinping represents centralised strategic continuity with greater diplomatic maturity.

Beijing’s military modernisation, naval expansion, technological aspirations, and Belt and Road outreach reflect a long-term strategy aimed at reducing dependence on the West while enhancing China’s centrality in global affairs. Under Xi’s leadership, China has evolved from a cautious economic power into an increasingly assertive geopolitical actor. Beijing’s long-term objective to lessen reliance on the West and increase China’s influence in world affairs is reflected in its military modernisation, navy expansion, technological aspirations, and Belt and Road outreach.

Xi’s leadership style is marked by centralised authority, ideological discipline and strategic patience. Unlike the short electoral cycles of Western democracies, China’s leadership can pursue long-duration geopolitical objectives with consistency.

Beijing today appears more confident than during Trump’s first presidency. Despite economic headwinds, demographic pressures and property-sector challenges, China has strengthened domestic technological capabilities and diversified export networks.

China’s approach to global dominance differs fundamentally from America’s traditional model.

The United States historically exercised leadership through alliances, military presence, financial systems and institutional influence. Its dominance relied substantially on coalition-building and normative legitimacy, an approach, which seems to be eroding under President Trump, America First/America only agenda.

China’s model is more infrastructure-centric, economically transactional and state-driven. Beijing prefers influence through trade dependency, technology ecosystems, strategic investments and manufacturing centrality. It avoids formal alliances but expands leverage through economic penetration and calibrated coercion.

In essence, Washington exports political influence backed by military power to dislodge all potential competitors; Beijing exports economic dependency backed by state capacity aims at not dislodging potential markets to include U.S., EU and India.

The Taiwan Factor and Indo-Pacific Competition

No issue captures Cold War 2.0 more sharply than Taiwan.

For China, Taiwan remains a core sovereignty issue tied to national rejuvenation. For the United States, Taiwan represents strategic credibility, Island chain dominance in the Indo-Pacific and the larger balance of power against China.

Neither side currently appears to seek direct military confrontation. Yet both are steadily preparing for prolonged strategic competition around Taiwan. China continues military signalling and grey-zone pressure, while the US strengthens Indo-Pacific partnerships and defence arrangements.

Trump’s Beijing visit is therefore expected to prioritise “stability management” rather than dispute resolution. Beijing seeks assurances against perceived American encouragement of Taiwanese independence and military capacity building, while Washington seeks deterrence against coercive reunification efforts.

With recent claims of President Trump on Greenland, Canada, and Panama and actions in Venezuela, he doesn’t have any moral leverage to lecture China on Taiwan, because his security concerns over these areas are woefully short of Chinese security concerns of Island chains. Thus the reality of Cold War 2.0 is more of escalation management more than genuine reconciliation, as competition remains.

The Real Issue: Supply Chains and Technology Agendas

Artificial intelligence, semiconductors, rare earths, cyber systems, quantum technologies and critical supply chains have become strategic weapons. Economic security is increasingly inseparable from national security.

America still leads in advanced innovation ecosystems, financial influence and military alliances. China dominates large parts of manufacturing, industrial supply chains and infrastructure scalability.

The contest is therefore asymmetric. Washington seeks to slow China’s technological ascent through export controls and alliance-based restrictions. Beijing seeks self-reliance through indigenous innovation and strategic diversification.

Simultaneously, both nations are competing to shape global narratives.

The US projects democratic resilience and rules-based order. China projects efficiency, development delivery and non-interference. Many countries in the Global South increasingly engage both sides pragmatically rather than ideologically.

US-Israel War on Iran: Uneasy Calm Amid Strategic Contestation

China and the United States both need  regional stability in Middle East to avoid economic shockwaves and disruption of global energy flows, but their strategic intentions are quite apart. Trump led America’s action plan, duly influenced by Israeli lobby includes military action, coercive deterrence, and the retaining American strategic dominance in West Asia, especially Petro-dollar domination. China, on the other hand, is attempting calibrated balance, openly supporting de-escalation while covertly defending its long-term geopolitical, economic, and energy links with Tehran.

Beijing will refrain from any overt alignment that could lead to direct conflict with Washington, but it is unlikely to desert Iran. China seems confident that it can endure supply chain crisis in Strait of Hormuz longer than Trump and Iran. In any case a over-engaged US with depleted reserves works towards Chinese strategic advantage.

The larger strategic picture shows for Beijing, the crisis offers an opportunity to project itself as a responsible stabilising power while gradually expanding influence through economic leverage and diplomatic positioning; as a result, the likely outcome is not cooperation in the classical sense, but competitive crisis management—limited convergence to avoid uncontrolled escalation, while China advances through strategic patience, economic penetration, and calibrated diplomacy. Demonstrating credibility and deterrence to adversaries, such as China, is another goal for Washington in the Iran theatre.

Thus, Iran becomes yet another arena in which China gains through strategic patience, economic penetration, and calibrated diplomacy, while the US primarily depends on military power and a weakening alliance structures.

Likely Outcomes of the Trump–Xi Engagement: Competitive Coexistence, Not Resolution

Expectations from the Trump–Xi engagement must remain realistic and free from rhetorical overstatement. The structural contradictions driving US–China rivalry — Taiwan, technological dominance, supply chain control, military competition, sanctions regimes and competing visions of global order — are too deep to be resolved through summit diplomacy alone. At best, both sides may seek temporary stabilisation of tensions to avoid simultaneous economic disruption and strategic overstretch. Therefore, the likely outcome is not reconciliation, but managed confrontation under conditions of deep interdependence.

Trump’s pressure tactics may slow certain aspects of China’s technological rise and compel tactical adjustments, but they are unlikely to reverse Beijing’s long-term strategic trajectory or ambition for greater influence in global governance structures.

Equally, China is not positioned to replace the United States as a singular global hegemon, as yet. Internal economic pressures, demographic decline, debt vulnerabilities, trust deficits and the absence of robust alliance structures remain important constraints on Chinese power projection.

Consequently, the more plausible scenario is a prolonged strategic contest marked by partial economic bifurcation in critical technologies, competing digital and AI ecosystems, intensified military signalling in the Indo-Pacific, and expanded geopolitical competition across the Global South through infrastructure financing, trade dependency, arms transfers and narrative warfare.

Emerging World Order: What should remaining World Do?

Cold War 2.0 will not produce a neat bipolar world nor purely multipolar. Unlike the 20th century, today’s international system is multipolar, economically interconnected and technologically diffused. Middle powers such as India, regional blocs and strategic swing states will play increasingly important roles in shaping outcomes through strategic balancing avoiding bloc politics. The aim remains to avoid collateral damage in a competition, which neither U.S. nor China can decisively win in the foreseeable future.

The prudent course lies in strategic autonomy backed by economic resilience, technological self-reliance, diversified partnerships and flexible diplomacy. Nations will increasingly pursue sector-specific alignments while resisting pressure to become instruments of either camp’s maximalist strategic narratives.

In this evolving landscape, Trump’s coercive unilateralism and “America First” orientation may paradoxically accelerate the very multipolarity Washington seeks to resist. Many nations, including close American partners, increasingly seek strategic hedging against unpredictability in US policy, even while remaining cautious of China’s expanding influence and coercive economic practices

Cold War 2.0 is unlikely to end through a dramatic collapse or military victory. It will instead remain a long geopolitical test of endurance, adaptability, economic resilience and strategic patience in an era of competitive coexistence, issue based cooperation and crisis management below the threshold of military confrontation.

Trump’s leadership may make the contest louder, sharper and more transactional, while Xi’s China may continue pursuing calibrated expansion with long-term strategic discipline. Yet the underlying structural reality remains unchanged: the US–China rivalry is here to stay, and the rest of the world must learn to navigate carefully between pressure and prudence, rhetoric and reality, competition and coexistence.

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