USA

FBI Chief Kash Patel Makes Secret Beijing Trip to Discuss Fentanyl

FBI Director Kash Patel visited Beijing last week to hold talks with Chinese officials on fentanyl and law enforcement issues, according to sources familiar with the trip. The visit came after a summit between U.S. President Donald Trump and Chinese President Xi Jinping, where both leaders highlighted a new “consensus” on controlling the flow of the deadly synthetic opioid.

Patel’s stay in Beijing lasted about a day and was not officially announced by either government. The trip coincided with China’s announcement that it would adjust its catalogue of drug-related precursor chemicals and require export licenses for shipments to the U.S., Canada, and Mexico.

Why It Matters

Fentanyl continues to be the leading cause of overdose deaths in the United States, making international cooperation on its regulation a critical security concern. The trip signals a shift in U.S. policy from punitive measures to bilateral collaboration with China on law enforcement issues.

It also has broader implications for trade relations, as President Trump had already halved tariffs on Chinese goods following the summit, linking law enforcement cooperation with broader economic negotiations.

The key stakeholders include the U.S. government, led by FBI Director Kash Patel and President Trump, as well as Treasury Secretary Scott Bessent, who is overseeing the implementation of mechanisms to curb fentanyl exports. Chinese authorities, including the Ministry of Public Security, the Ministry of Foreign Affairs, and the Commerce Ministry, are responsible for regulating precursor chemicals and managing export controls.

North American countries such as the U.S., Canada, and Mexico are also involved, as they are primary recipients of controlled chemical exports and partners in enforcement.

What’s Next

The details of the Trump-Xi consensus are expected to be finalized through a new bilateral working group. China will continue to regulate and monitor precursor chemical exports more strictly, while U.S. and Chinese law enforcement agencies may deepen their cooperation. The visit may also influence broader trade dynamics, including the resumption of U.S. soybean purchases by China and the suspension of previously announced rare-earth export curbs.

With information from Reuters.

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Illusion of Supremacy or Reality of Power: Why the U.S. Cannot Wage War on China

During the past several years, war scenarios and analyses issuing from Washington have hewed to a familiar but deceptively reassuring image of the future: one of an “absoluteness of reliance on technological superiority, precision initial strikes, and the illusion of a ‘quick victory’ as some sort of magic solution to crises like a Chinese attack on Taiwan.” This is arguably decisive and reassuring on the surface but is, on closer and realistic examination, a dangerous fantasy rather than a practical operational scenario. Not only is it wholly incompatible with the military, industrial, and political situation in which the United States currently finds itself, but it also conceals the danger of involving the world in a nuclear escalation and a prolonged conflict, which the United States cannot afford.

In reality, U.S. military strategists are faced with an insoluble dilemma: Insisting on the “quick victory” doctrine raises the chances of a preemptive nuclear response from Beijing to certainty. If they start preparing for a long, grinding war, the more important question becomes: Is the U.S., in terms of industry, military capability, and political will, even capable of it? The realistic answer is no—at least not on the scale that many American decision-makers imagine.

Most Pentagon war plans, accordingly, emphasize cyberattacks and long-range strikes against China’s command structures, communication hubs, logistical networks, and missile bases. Ideally, this would leave China paralyzed within days, with a collapsed will to fight. In the real world, this can backfire: hitting essential Chinese systems, the leadership in Beijing—operating under unprecedented isolation and pressure—might revert to “escalation vertically,” that is, the early use of nuclear weapons to sustain their deterrent.

China’s nuclear arsenal, though still smaller than that of the US, is growing rapidly. By 2040, estimates suggest, China could possess some 600 operational warheads, compared with the United States’s stockpile of about 3,700. This growing disparity could be driving Beijing toward a more perilous posture—one in which it resorts to using nuclear weapons before that option disappears. Most Chinese missile systems are dual-use, meaning they can be equipped with either conventional or nuclear warheads. A U.S. strike against DF-21 or DF-26 launchers might thus be viewed as an attack on the survivability of China’s nuclear deterrent and could invite a nuclear response.

This is far from theoretical. Recent Pentagon war games have set off alarms. In many of the simulations, U.S. anti-ship missile stocks are depleted in just days; long-range munitions, in two weeks. Even scenarios in which Taiwan, supported by the U.S. and Japan, resists Chinese aggression depict victories at a devastating cost: dozens of ships sunk, hundreds of aircraft destroyed, and thousands of U.S. casualties—numbers that the American public and policymakers could scarcely accept.

For a global power, effective strategy must correspond with the country’s real industrial, financial, and societal capacity. In recent decades, the U.S. has drastically reduced its military production capabilities while increasing dependence on foreign supply chains. The war in Ukraine has given a glimpse of how even modest arms support for allies can deplete critical stockpiles quickly. Imagine the strain should the U.S. fight a full-scale war with the world’s second-largest economy thousands of miles from its shores.

The problem goes far beyond military planning and munitions shortages. Domestically, the U.S. does not have political and social consensus with regard to defending Taiwan. In contrast with the Cold War era, when the Soviet threat unified the American public, today Americans feel much less that their vital interests in East Asia are at stake. In such a context, how could the public accept tens of thousands of casualties and astronomical costs to defend a small island?
It is during any protracted conflict that national will plays as important a role as weapons and technology. Without political unity, industrial capacity, and societal tolerance, technological superiority means nothing. Washington will continue to remain enmeshed in the same fantasy that has brought empires low: that technology and military power can somehow substitute for strategic judgment.

A way out of this deadlock is quite evident, but the political will is lacking. Firstly, the U.S. should recognize that technological superiority does not necessarily translate into strategic dominance. Secondly, if it is serious about defending Taiwan, it needs to start rebuilding industrial capacity now, expand munitions production lines, and level with its people about what war would really look and feel like. Thirdly, diplomacy and sustainable deterrence must be reinstated—not through threats or arms races, but through dialogue, crisis management, and reduction of the risk of miscalculation between Washington and Beijing.

If the U.S. keeps on fantasizing about a quick and cost-free victory, then it will not only face defeat on the battlefield but also push the world to the brink of a nuclear catastrophe. The ability to engage in war depends not only on the number of missiles and ships but also on political wisdom, economic capability, and a clear-eyed view of reality—three things the U.S. plainly lacks in its confrontation with China. It is time for Washington to wake up from its comforting illusions of power and face reality in terms of true strength—before it is too late.

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Americans Struggle between Democracy & Power: Who is Driving Whom?

Almost a decade ago, I would have wagered my entire wealth on the defeat of candidate Donald Trump in the primaries of the 2016 U.S. presidential election. My premises were clear: presidential elections should be contests among politicians, of which the U.S. has an abundance, making it unlikely for an outsider to succeed; Americans are well-educated, mature citizens unlikely to elect a non-politician; and Trump’s provocative personality would deter the majority from voting for him. I was proven wrong, but this lesson led me to anticipate his victory in the 2024 elections after reevaluating my premises.

My understanding of American intellect has made me overlook a significant portion of society that prioritizes personality over substance, favoring a strong, assertive persona instead of a competent candidate. Elections blend many factors influencing citizens’ decision-making, with power being a major element in American life. Trump’s political incompetence was overshadowed by his ability to manipulate power, convincing over fifty percent of the population to support him—a quality clearly lacking in his 2024 challenger. For Republicans, the victory was cause for celebration — even if it happened by an “insurgent power manipulation.”

While politics revolves around power, democracy was conceived to constrain it and to enable its lawful and moral exercise. The primary challenge for the U.S. is determining how citizens and their leaders can wield power constructively and ethically within a democratic framework. Current polarization in the U.S. isn’t merely a divide between Republicans and Democrats; it encompasses a myriad of issues and policies on both sides, such as abortion, gender identity, and immigration. The underlying struggle remains the interaction between democracy and power that shapes their mindsets.

American society, perhaps like many others, exists in two parallel realities. One ideal reflects a belief in a nation that genuinely upholds liberal democratic values, supported by a system of checks and balances and the rule of law. In contrast, a significant segment of society downscales this notion, accepting that the United States is fundamentally a nation of power—one that should be guided by the realities of its superpower status, often involving elements of violence in its policies, including leadership selection that Trump threatened during the election process.

It is evident that the Democratic Party leadership failed to present a “powerful” presidential candidate in 2024 or effectively engage its base in the democratic process of candidate nomination. This deficiency has reinforced Trump as the strongman that many believe the U.S. needs. Recent polls show that most voters think Trump is pushing the limits of his constitutional authority, yet the nation must accept that his return to power came through a democratic process.

Ultimately, I realized that the American intellect that has shaped my understanding of the U.S. for decades isn’t purely fact-driven; it tends to twist facts depending on the media outlet or institution, which often highlights issues in ways that align with what they define as their “corporate mission” at the expense of true democracy. This mechanism is supported by a multitude of influential writers and podcasters who shape societal thoughts and behaviors. This troubling phenomenon has been countered by social media, which offers alternative, often unaccountable, views that may be entertaining but lack substantiation.

Regrettably, freedom of expression is widely accepted even when if entails provocation or incendiary that significantly contributes to escalating violence in the United States. The average gun ownership rate, estimated at 120 firearms for every 100 people—the highest in the world—amplifies personal power and can easily incite violent actions during conflicts. A small fraction of enraged citizens can commit crimes fueled by personal firearms, exemplified by incidents like the assassination of Charles Kirk. The prevalence of guns among citizens bolsters the phenomenon of a power-driven presidency and society.

Trump is, in fact, a byproduct of American citizens’ overvaluation of power at the expense of democracy. Although he promised to avoid military conflict, politics is notorious for broken promises. Striking Iran and targeting suspected drug smugglers in international waters exemplifies illegal violence that nonetheless strengthens his power status among supporters. Meanwhile, the recent massive protests, part of the No Kings movement against Trump’s policies, represent a form of “soft democracy,” activity which may not resonate with the “power segment” of society. What the United States needs is a clear set of norms, policies, and public order to advance its democracy. This doesn’t imply transforming the nation into an autocracy but rather clarifying many grey areas, such as freedom of speech and incitement. The US military spending, which accounts for roughly 3.4% of GDP, is not intended to defend the nation against a specific enemy; rather, it aims to maintain superpower status in contrast to the unrealistic small budget used by previous administrations to promote democracy, reflecting the nation’s interests in both areas. In my view, the U.S. does not faithfully adhere to democratic principles; instead, power is the true driving force that reflects its nature.

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U.S. Backs EU Plan to Use Frozen Russian Assets for Ukraine

The United States supports the European Union’s plan to use frozen Russian assets to help Ukraine and end the war with Russia. The European Commission has proposed that EU governments can access up to 185 billion euros of the 210 billion euros in Russian assets frozen in Europe, without actually taking ownership of them. This move follows the United States and allies’ decision to freeze about $300 billion of Russian sovereign assets after Russia’s invasion of Ukraine in 2022.

However, the proposal faces delays, particularly due to concerns from Belgium, where most frozen assets are stored. Germany raised worries that recent drone sightings in Belgium might be a warning from Russia. Moscow denies any involvement and has threatened consequences if its assets are taken. Recently, U. S. President Donald Trump imposed sanctions on major Russian oil companies, Rosneft and Lukoil, as part of ongoing efforts to pressure Russia economically and seek a peace deal. Washington is considering further actions to increase pressure on Russia.

With information from Reuters

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EU Mulls Pausing Parts of AI Act Amid U.S. and Big Tech Pushback

The European Commission is reportedly considering delaying parts of its landmark Artificial Intelligence (AI) Act following heavy lobbying from U.S. tech giants and pressure from Washington, the Financial Times reported Friday. The proposed pause would affect select provisions of the legislation, which came into force in August 2024 but is being implemented in stages.

Why It Matters:

The AI Act is the world’s first comprehensive framework regulating artificial intelligence, setting strict rules on transparency, safety, and ethical use. Any delay could dilute Europe’s claim to global leadership in AI governance and highlight the growing influence of U.S. tech companies and policymakers in shaping international digital standards. The move also comes as the EU seeks to avoid trade tensions with the Trump administration.

Tech firms like Meta and Alphabet have long argued the law could stifle innovation and competitiveness. The European Commission previously rejected calls for a pause, insisting the rollout would proceed on schedule.

However, an EU spokesperson told the FT that officials are now discussing “targeted implementation delays” while reaffirming support for the act’s core objectives. The Commission and U.S. officials have reportedly been in talks as part of a broader “simplification process” ahead of a November 19 adoption date.

What’s Next:

No final decision has been made, but if adopted, the pause could push back compliance deadlines for some high-risk AI systems. The EU is expected to clarify its position later this month amid growing scrutiny from lawmakers, digital rights advocates, and international partners.

With information from Reuters.

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Trump’s Tariff Powers Face Supreme Court Challenge, Raising Fears of Trade Turmoil

The U.S. Supreme Court’s skeptical questioning of former President Donald Trump’s global tariffs has fueled speculation that his trade measures may be struck down, potentially upending the already fragile trade landscape.

The case centers on Trump’s use of the 1977 International Emergency Economic Powers Act (IEEPA) to impose sweeping tariffs on imports. The law grants presidents broad authority to regulate trade during national emergencies but makes no mention of tariffs, raising constitutional questions about the limits of executive power.

During oral arguments on Wednesday, justices across the ideological spectrum except Samuel Alito and Clarence Thomas appeared doubtful that Trump had legal authority to levy such blanket global tariffs.

Trade experts now warn that if the court invalidates Trump’s tariff policy, it could trigger a new wave of economic uncertainty, as the administration is expected to pivot quickly to other trade laws to reimpose duties.

Why It Matters

The outcome of this case could reshape U.S. trade policy for years. Businesses have paid over $100 billion in IEEPA-related tariffs since 2025, and a ruling against Trump could open a complex refund battle or force the White House to seek alternative legal pathways for its protectionist agenda.

Corporate leaders, already weary of erratic trade shifts, say a ruling either way offers little stability. “Even if it goes against IEEPA, the uncertainty still continues,” said David Young of the Conference Board, who briefed dozens of CEOs after the hearing.

Trump Administration: Faces potential legal defeat but can pivot to Section 232 (Trade Expansion Act of 1962) or Section 122 (Trade Act of 1974), both of which allow temporary or national security-based tariffs.

U.S. Supreme Court: Balancing presidential powers with statutory limits on trade actions.

Businesses & Importers: Risk being caught in regulatory limbo over refunds and future duties.

Federal Reserve: Monitoring potential economic fallout from prolonged trade instability.

Refunds Could Get “Messy”

Justice Amy Coney Barrett raised concerns about how refund claims would be handled if the tariffs are ruled illegal, calling it “a mess” for courts to manage.
Lawyer Neal Katyal, representing five small businesses challenging the tariffs, said only those firms would automatically receive refunds, while others must file administrative protests a process that could take up to a year.

Customs lawyer Joseph Spraragen added that if the court orders refunds, the Customs and Border Protection’s automated system could process them, but he warned, “The administration is not going to be eager to just roll over and give refunds.”

Economic and Policy Repercussions

Analysts expect the administration to rely on alternative statutes if IEEPA tariffs are overturned. However, implementing new duties under those laws could be slow and bureaucratic, potentially delaying trade certainty until 2026.

Natixis economist Christopher Hodge said such a ruling would be only a “temporary setback” for Trump’s trade agenda, predicting renewed tariff rounds or trade negotiations in the coming year.

Meanwhile, Federal Reserve Governor Stephen Miran warned the uncertainty could act as a drag on economic growth, though it might also prompt looser monetary policy if trade instability dampens business confidence.

What’s Next

A Supreme Court ruling is expected in early 2026, leaving companies in limbo over the future of U.S. tariff policy.
If Trump’s powers under IEEPA are curtailed, analysts expect a new wave of trade maneuvers potentially invoking national security provisions to maintain his “America First” economic approach, prolonging the climate of global trade unpredictability.

With information from Reuters.

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US Tariffs Slam Manufacturing Giants

In October, manufacturing economies worldwide faced challenges, particularly due to weak demand in the U. S. and tariffs imposed by President Donald Trump. Factories in the U. S. struggled with lower new orders and strained supply chains, leading to a decline in manufacturing activity for the eighth consecutive month. Manufacturers expressed concerns about the unpredictable tariff situation affecting future costs and the ability to expand production.

In the Eurozone, factory activity stagnated, with flat new orders and reduced workforce. Germany, a key player, showed minimal recovery, experiencing a slowdown in production growth. Engineering orders in Germany dropped sharply, while France’s manufacturing sector remained weak and Italy saw a slight contraction. Spain was the exception, with its factories performing better than in September. Analysts noted that growth in the Eurozone was primarily driven by strong domestic demand, but foreign orders remained a concern, especially from France and the U. S.

In Britain, outside the EU, factories reported their best month in a year, largely due to the resumption of production at Jaguar Land Rover following a cyberattack. Meanwhile, manufacturing activity in China grew at a slower pace, and South Korea saw a decline in exports amid cautiousness over U. S. demand. China’s official PMI indicated a seventh straight month of falling factory activity, with economists suggesting the economy lost momentum in October. Despite a recent agreement between Trump and Chinese President Xi Jinping to ease tariffs, deeper trade tensions persist.

In Asia, India experienced a boost in factory activity driven by strong domestic demand, in contrast to some declines in Malaysia and Taiwan, while Vietnam and Indonesia saw improvements in their manufacturing sectors.

With information from Reuters

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Trump Bars China from Nvidia’s Top AI Chips

U.S. President Donald Trump announced that Nvidia’s most advanced artificial intelligence chips known as Blackwell will be reserved exclusively for U.S. companies. Speaking on CBS’ “60 Minutes” and aboard Air Force One, Trump said, “We will not let anybody have them other than the United States.”
This declaration signals a hard turn in U.S. tech policy, potentially going beyond previous export controls designed to curb China’s access to high-end AI semiconductors.

Why It Matters

The decision could reshape the global AI race. Nvidia’s Blackwell chips are the backbone of next-generation AI systems, from large language models to autonomous weapons. By blocking access to China and possibly even U.S. allies Washington is seeking to maintain a decisive technological lead.
However, the move could also strain trade ties, disrupt supply chains, and challenge U.S. allies like South Korea and Japan who rely on American chips for innovation and competitiveness.

China Hawks in Washington: Applauded the move. Rep. John Moolenaar compared allowing China access to the chips to “giving Iran weapons-grade uranium.”

China: Beijing has remained publicly quiet, though the move will likely be seen as another escalation in the U.S.-China tech war.

Nvidia: CEO Jensen Huang said the company has not sought export licenses for China, citing Beijing’s current unwillingness to engage with Nvidia. However, Huang warned that global restrictions could hurt U.S.-based R&D funding.

Allies: The statement comes just days after Nvidia announced plans to supply over 260,000 Blackwell chips to South Korea’s Samsung and other tech giants now casting doubt over whether those deals will proceed.

What’s Next

The Trump administration may soon issue new export rules formalizing these restrictions. Analysts expect a clearer framework distinguishing between “advanced” and “scaled-down” versions of Nvidia’s chips, determining what if anything can be sold abroad.
The decision also raises the stakes ahead of Trump’s next expected talks with Chinese President Xi Jinping, with AI dominance likely to top the agenda in future U.S.-China negotiations.

With information from Reuters.

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