Tag Archives: Global Order

The Many Possible Shapes for the Global Order: A Quick Look Back & Forward

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The Trump attack on interdependence – particularly economic – has felt foolish and destructive but without question – relentless. What appeared to be a stalling out with Biden’s ill-disguised protectionism, has now turned into repeated blows against an open trading system and a collaborative global order. 

MInouche Shafik, former president of Columbia University and the London School of Economics, and a member of the House of Lords referenced a well-known transformation in  a recent piece in PS: 

““The old world is dying, and the new world struggles to be born: now is the time of monsters.” This famous quote, often attributed to Antonio Gramsci, feels particularly pertinent today, as the international order that has defined the past century undergoes a profound shift.” 

What is passing away? And what is emerging? Joe Nye, the very well known International relations maven has examined exactly that in another  recent piece in PS.  As he describes Trump policy actions: 

“Globalization refers simply to interdependence at intercontinental distances. Trade among European countries reflects regional interdependence, whereas European trade with the US or China reflects globalization. By threatening China with tariffs, US President Donald Trump is trying to reduce the economic aspect of our global interdependence, which he blames for the loss of domestic industries and jobs.” 

Can globalization be reversed? Nye argues it certainly has in the past. As he describes: 

“But can economic globalization be reversed? It has happened before. The nineteenth century was marked by a rapid increase in both trade and migration, but it came to a screeching halt with the outbreak of World War I. Trade as a share of total world product did not recover to its 1914 levels until nearly 1970.” 

It is striking how long it took for global economic interdependence to recover to levels that matched the late nineteenth century. But what is also interesting is how not long ago in fact there was much attention focused on an enhanced global order. Take a look at this piece published in 2001. This Introduction was written by one of the book’s principal contributors, and a close colleague, Arthur Stein. Arthur, today, is a Distinguished Research Professor of Political Science at UCLA. Arthur has been a significant international relations force at UCLA for years now. He prepared the Introduction for the 2001 volume titled, “The New Great Power Coalition”. As an aside I played a minor role in the volume with a chapter on China’s entry into the WTO.  Now, back to Arthur’s examination. There is no missing the cautious but still optimistic tone that Arthur conveys for this era following the real tensions of the Cold War and the emergence of US leadership. As he writes: 

“In short, we believe that in this era following a global conflict, the prospects for global cooperation conflicts lie in the relations between the Great Powers. Constructing a Great Power concert would make possible the establishment of a cooperative world order and truly global international organizations.” …

 

“In more general terms, however, we conclude that the movement from unilateral to multilateral incentives, norms, and structures appears to be useful in enlisting members in an  encompassing coalition. The world is now in the process of creating new high-prestige and selective clubs in the fields of economics, politics, and even the military. Once enough of these clubs in the fields overlap (regionally and functionally), they will form a linked structure that could combine into an encompassing coalition, with the latter representing the sustaining cooperation developed in separate regions and issue areas.”

Returning to Minouche Shafik this is what she sees as the new global order, one that others, as well, have suggested is emerging: 

“The world today is very different. It is a multipolar world, with China, Russia, India, Turkey, Brazil, South Africa, and the Gulf states challenging the old order, alongside other emerging powers demanding a greater voice in shaping the rules of the international system. Meanwhile, belief in “universal values” and the idea of an “international community” has waned, as many point to the hypocrisy of rich countries hoarding vaccines during the COVID-19 pandemic and the response to the Ukraine war compared to the failures to act in response to humanitarian crises in Gaza, Sudan, and many other places.” 

 

“We may be heading to a zero-order world in which rules are replaced by power – a very difficult environment for smaller countries. Or it may be a world of large regional blocs, with the United States dominating its hemisphere, China prevailing over East Asia, and Russia reasserting control over the countries of the former Soviet Union. Ideally, we can find our way to a new rules-based order that more accurately reflects our multipolar world.”

Regional blocs may be in order. Or, possibly the reassertion of a form of geopolitical and ideological blocs. That seems to be what is described by colleague, G. John Ikenberry. In an article in International Affairs, penned at the beginning of last year, entitled, “Three Worlds: the West, East and South and the competition to shape global order”, John writes this about the emerging global order:

“Today, among the many impacts of Russia’s war on Ukraine, the most consequential may be that it marks the moment—the tipping-point—when history reversed course, pushing the world back in the direction of geopolitical and ideological groupings.” 

 

“Today, we might call these three groupings the global West, the global East, and the global South. One is led by the United States and Europe, the second by China and Russia, and the third by an amorphous grouping of non-western developing states, led by India, Brazil and others. Each ‘world’ offers grand narratives of what is at stake in the Ukraine conflict and how it fits into the larger problems and prospects for twenty-first century world order.” 

 

“Each offers ideas and programmes for the reorganization and reform of global rules and institutions. Each has its own constructed history, its own list of grievances and accomplishments. Each has its leaders, projects and ideological visions.” 

 

“These Three Worlds are not blocs, nor even coherent negotiating groups. They might best be seen as informal, constructed and evolving global factions, and not as fixed or formal political entities.”

 

“The Three Worlds are not best defined as poles so much as loose coalitions seeking to shape global rules and institutions. States in these three ‘worlds’ occupy different locations in the global system, creating shared interests and affinities that, taken together, shape patterns of interstate behaviour. The Three Worlds are defined in important respects by diplomacy— that is, by speeches, summit meetings and UN gatherings in which leaders advance their visions of world order. Each grouping has a loose political identity and a range of more-or-less consistent convictions about what constitutes a desirable and legitimate international order.”

I think it is difficult to know where we are at this moment, and more so where we are going. It is evident, however, that the world we have experienced over the last decades is being hammered out of existence especially by Trump 2.0. As David Wallace-Wells describes it in a NYTimes Opinion article, written just the other day: 

“But each declaration of imperial desire is that mercurial kind of Trumpist speech act, in which a given utterance can be both meaningless and full of portent at the same time, self-disavowing even as it also demonstrates the president’s world-shaping power.” 

 

“And whatever comes of Trump’s retrograde dreams of manifest destiny, the implicit challenge to the legacy geopolitical order is just as striking: If we want these things and these places, who is going to stop us?” … 

 

“What comes next? New paradigms rarely arise fully formed. But if we spent the last four years watching Joe Biden’s ineffectual attempt to revive some rickety version of the moralistic postwar order, it is supremely clear what Donald Trump would like to replace that pretense with: the principle that global chaos opens up opportunity for great powers long hemmed in by convention and deference.” 

 

“The MAGA riposte is, Let’s not be naïve and let’s not be suckers: We are all wolves on the world stage, and the game begins when we show our teeth.”

It would be valuable if new rules, principles, and norms emerged but at the moment what we can see is the dramatic impact of power on interstate relations. For the moment we are less driven by the emergence of order but by its opposite.  But we will come back here at Alan’s Newsletter to examine  – likely repeatedly – the shape of the global order as I think there may be surprises, possibly many surprises we have not anticipated given the immediate and dramatic attention to Trump.

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“What Can We Expect?”: A Second Look At America’s Political Transition

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Well, hello, we’re back! I do hope the holidays proved to be a warm time and filled with family and friends. Now, I was ‘chomping at the bit’ to return to Alan’s Newsletter before the end of the Biden administration and the return of Donald J Trump. We are looking at the transition of administrations – focusing on foreign policy.

So where we left Alan’s Newsletter at this first Post of ‘What Can We Expect’ – the last Post of the year 2024, was me actually looking at the end of the Biden administration – and, as I said: “… trying to focus on the end of the Biden administration: what folks conclude about the Biden initiatives and where that then leads, possibly,  for the upcoming Trump administration”, especially targeting US-China policy. 

In this earlier Post I looked primarily at trade and technology policies – and there seemed to be much to be desired – though it was interesting to get Biden’s last words on his own assessment of his administration’s efforts. But now I want to extend the analysis by turning to national security. Interestingly, and as I noted in the earlier Post I was keen to review, none other than Senator McConnell, a dominant Republican figure over several decades in Congress and the Republican majority leader from 2015 to 2021, making him the longest-serving Senate party leader in U.S. history. And for the moment he remains in the Senate and an influence on some at least. But to get there – to McConnell that is,  I thought it worthwhile to first look at Fareed Zakaria’s early 2024 FA article, “The Self-Doubting Superpower: America Shouldn’t Give Up on the World It Made” Fareed has a large public role in assessing US international politics as the host of CNN’s Fareed Zakaria GPS and he also writes a weekly column for The Washington Post. Fareed starts out acknowledging the Biden administration’s turn – and not for the better – in international economic policy making: 

“And yet, much of his governing strategy has been predicated on the notion that the country has been following the wrong course, even under Democratic presidents, even during the Obama-Biden administration. In an April 2023 speech, Biden’s national security adviser, Jake Sullivan, criticized “much of the international economic policy of the last few decades,” blaming globalization and liberalization for hollowing out the country’s industrial base, exporting American jobs, and weakening some core industries.”

Now, I remain rather sceptical of the consequences these folks assign to trade policy but it continues to be a ‘warm blanket’ for many analysts and politicians. Fareed acknowledges it, it but then situates the US in the global order as still a dominant presence: 

“On measure after measure, the United States remains in a commanding position compared with its major competitors and rivals. Yet it does confront a very different international landscape. Many powers across the globe have risen in strength and confidence. They will not meekly assent to American directives. Some of them actively seek to challenge the United States’ dominant position and the order that has been built around it. … The challenge for Washington is to run fast but not run scared. Today, however, it remains gripped by panic and self doubt.” 

Fareed raises the real prospect that the US will quail from continued leadership in the global economy but in fact even beyond that to global order and national security relations as well: 

“The most worrying challenge to the rules-based international order does not come from China, Russia, or Iran. It comes from the United States. If America, consumed by exaggerated fears of its own decline, retreats from its leading role in world affairs, it will open up power vacuums across the globe and encourage a variety of powers and players to try to step into the disarray.” 

 

“Since 1945, America has debated the nature of its engagement with the world, but not whether it should be engaged to begin with. Were the country to truly turn inward, it would mark a retreat for the forces of order and progress. Washington can still set the agenda, build alliances, help solve global problems, and deter aggression while using limited resources—well below the levels that it spent during the Cold War. It would have to pay a far higher price if order collapsed, rogue powers rose, and the open world economy fractured or closed.”

Now the actions by the departing Biden administration may have already done some real damage to relations with allies – this the determination by Biden to kill the Nippon-US Steel deal. As Alan Beattie described it in his FT ‘Trade Secrets’ column:

“Still, some of us were also moderately hopeful that Biden’s long history as an alliance-builder in international relations might weigh reasonably heavily in the balance. That’s where we were largely wrong. When it came down to it, steelmakers were prioritised above all. As a unionised industry located in electoral swing states (Pennsylvania and Wisconsin) with tariff protection inherited from Donald Trump and national security and environmental rationales, however specious, they ticked too many boxes to ignore.” 

 

“All politics is local, including trade politics, but the politics here is quite weird. It’s surreal that the geopolitically important practice of friendshoring is being sabotaged by a USTR with no specialism in national security and a union leader both acting in defiance of colleagues who are closer to the issues at hand. Tai’s obsession with the steel industry has extended to sending groups of USTR officials on tourist trips to do photo-ops with steelworkers. This is vibes-based trade policy backed up by show-and-tell.” 

So, the focus on allies and partners in firming trade relations and building resilient supply chains with them is, in this instance, revealed as hollow: 

“When it came to it, it wasn’t the substance but the vibe of protecting the steel industry that prevented the Biden administration giving friendshoring a fair go. It’s a sad end for a respectable but ultimately unloved idea.” 

And, it suggests that the US under Biden is not ‘walking the walk’ when it comes to friendshoring but also undermining trust with, in this case, one of its closest allies in the Indo-Pacific, Japan.

All right then, focusing more directly on national security, let me turn to Rush Doshi who is a colleague – an assistant professor of security studies at Georgetown University’s School of Foreign Service. He is also senior fellow for China and director of the Initiative on China Strategy at the Council on Foreign Relations (CFR) and importantly he served the Biden White House at the National Security Council (NSC) as the Director and later Deputy Senior Director for China and Taiwan from 2021 to March 2024. So involved with Biden national security. Having just emerged from the Biden administration, how does he now view the requirements of US national security policy today? Well, Rush assists us in a FA article produced in late November. There he wrote: 

“Without corrective action, the United States faced a growing risk of being surpassed by China technologically, dependent on it economically, and defeated militarily in the South China Sea or Taiwan Strait.” 

 

“The Biden administration focused on rebuilding American strength by focusing on its foundations at home and its relationships with partners abroad, an approach summed up in its “invest, align, compete” tagline.

 

“That formula can also serve as a way to fulfill the Trump administration’s vision of “peace through strength.” But rebuilding American power will require the Trump administration to undertake new efforts, too, that depend on bipartisan congressional support and the buy in of the American public.”

 

“But the foundations of that strength have atrophied, especially since the end of the Cold War. The administration will need to undertake significant structural reforms to remedy these weaknesses.”

 

“The United States needs to fix its defense industrial base to rapidly deter China and, if necessary, defeat it in a potential conflict. At present, the United States would expend all its munitions within a week of sustained fighting and would struggle to rebuild surface vessels after they were sunk, with a national shipbuilding capacity less than that of one of China’s larger shipyards.”

 

“Washington also needs to protect its critical infrastructure from cyberattack. China has compromised U.S. critical infrastructure upon which millions of Americans rely, including water and gas, transportation, and telecommunications systems, with the aim of inciting chaos, sowing panic, and reducing U.S. will in a conflict scenario.” 

 

“Finally, the United States needs to invest in reindustrialization and technological leadership. China already accounts for more than 30 percent of global manufacturing, can innovate successfully, increasingly leads in the sectors of tomorrow, and is redirecting massive amounts of capital into manufacturing as its housing market stagnates. The result, a second “China shock” akin to the one that flooded U.S. markets with cheap Chinese goods at the beginning of this century, will threaten the United States’ future as an industrial power and leave it more dependent on China than China is on the United States. 

 

“National security is not just about foreign policy. Trump’s team should remember that the key to this decisive decade is not just what the United States does abroad. What it does at home to improve its competitive position may be even more important.” 

What is more than interesting is that Rush urges these major efforts after just emerging from several years at the Biden administration. Now what does that say about the Biden years. 

So, finally, let’s turn to what I promised you above Mitch McConnell. Now McConnell is more than willing to attack the Biden administration for what he describes as a weak national security effort. But it also urges Trump to avoid just focusing on China and in doing so ignore the real threat to Europe – and to the US obviously, from Russia’s Ukraine efforts. As McConnell describes:

“Trump would be wise to build his foreign policy on the enduring cornerstone of U.S. leadership: hard power.” 

 

“To pretend that the United States can focus on just one threat at a time, that its credibility is divisible, or that it can afford to shrug off faraway chaos as irrelevant is to ignore its global interests and its adversaries’ global designs.”

 

“China poses the gravest long-term challenge to U.S. interests. But although successive presidents have acknowledged this reality, their actual policies have been inconsistent.”

 

“In so doing, it [Trump] must not repeat the mistakes of President Barack Obama’s so-called pivot to Asia. The Obama administration failed to back up its policy with sufficient investments in U.S. military power.” 

Against the grain I suspect of many of the MAGA Republicans including, possibly Donald Trump, McConnell urges: 

“The United States needs a military that can handle multiple increasingly coordinated threats at once. Without one, a president will likely hesitate to expend limited resources on one threat at the expense of others, thereby ceding initiative or victory to an adversary.The United States must get back to budgets that are informed by strategy and a force-planning construct that imagines fighting more than one war at once.”

 

“The United States’ security and prosperity are rooted in military primacy. Preserving that decisive superiority is costly, but neglecting it comes with far steeper costs.”

For McConnell, then, there is a real need to underpin current US economic strength with policy initiatives: 

“I am not naive about the downsides of international trade, but there is no question that free markets and free trade have been responsible for much of the United States’ prosperity.”

 

“That’s why the United States and like-minded free-market economies must work together to reform the international trading system to protect U.S. interests from predatory trade practices—not abandon the system entirely.  Without U.S. leadership in this area, there is little question that Beijing will be able to rewrite the rules of trade on its own terms.”

Finally, there is a real abiding requirement, from this side of the Republican Congressional majority – directed to the MAGA Republicans and urging  this critical need for the incoming Trump administration:

“Trump will no doubt hear from some that he should prioritize a single theater and downgrade U.S. interests and commitments elsewhere. Most of these voices will argue for focusing on Asia at the expense of interests in Europe or the Middle East.  Such thinking is commonplace among both isolationist conservatives who indulge the fantasy of “Fortress America” and progressive liberals who mistake internationalism for an end in itself.”

 

“Neither camp has committed to maintaining the military superiority or sustaining the alliances needed to contest revisionist powers.” 

So, there you are. McConnell is urging ‘a full court press’ to maintain a dominant US military position and global leadership. Will Trump and his MAGA Republicans in Congress follow through. I have my doubts. 

Image Credit: Getty Images

This Post first appeared as a Substack Post at Alan’s Newsletter –

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“What Can We Expect?”: In the First Instance

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Now you might think, with that title, that I’d be delving into Trump 2.0. Well, not exactly in the first instance. Instead, I am trying to focus on the end of the Biden administration: what folks conclude about the Biden initiatives and where that then leads, possibly, for the upcoming Trump administration. Now, to be clear, I’m not trying to guess where the Trump administration is likely to take us. Not with the inconsistent Trump at the helm again; but it would be good if the incoming administration might choose to take a hard look at what the Biden administration hoped to achieve with its policy initiatives and where, in fact, it found itself in the increasing disorder in the international system. We are particularly interested, not surprisingly, in the state of US-China relations in the face of four years of Biden strategy and policy. What has China done in reaction to Biden strategic competition? And what does the United States do now in the face of today’s US-China competition?

Just the other day, Tom Friedman from the NYT gave us a peek of what he saw in a recent visit to Beijing and Shanghai. Where is China today in the face of the challenging US relations: the end of US engagement, the rise in tensions with Trump 1.0 and the Biden strategic competitive policy. Friedman in an opinion article titled, “How Elon Musk and Taylor Swift Can Resolve U.S.-China Relations” makes “no bones about it” and early in the opinion piece he writes:

I just spent a week in Beijing and Shanghai, meeting with Chinese officials, economists and entrepreneurs, and let me get right to the point: While we were sleeping China took a great leap forward in high-tech manufacturing of everything.

And he starts with Trump 1.0:

If no one has told Donald Trump, then I will: His nickname on Chinese social media today is “Chuan Jianguo” — meaning “Trump the (Chinese) Nation Builder” — because of how his relentless China bashing and tariffs during his first term as president lit a fire under Beijing to double down on its efforts to gain global supremacy in electric cars, robots and rare materials, and to become as independent of America’s markets and tools as possible.

What Trump 2.0 now faces in today’s China that he helped to create is, according to Tom:

The China that Trump will encounter is a much more formidable export engine. Its advanced manufacturing muscles have exploded in size, sophistication and quantity in the last eight years, even while consumption by its people remains puny.

 

China’s export machine is so strong now that only very high tariffs might really slow it down, and China’s response to very high tariffs could be to start cutting off American industries from crucial supplies that are now available almost nowhere else. That kind of supply-chain warfare is not what anyone, anywhere needs.

Further, Tom signals what a Trump administration must now do in the face of much more evident competitor:

But if we don’t use this time to respond to China the way we did to the Soviet Union’s 1957 launch of Sputnik, the world’s first artificial satellite, with our own comprehensive scientific, innovative and industrial push, we will be toast.

So for Tom what it requires is a ‘full court press’ – ‘A Sputnik Moment’ by the US under a second Trump administration. Hmm, if really required one has to wonder if given today’s US politics there is anything even somewhat similar to that much earlier, “all hands on deck” type US strategy.

Tom Friedman, however, is not the only one calling for a concerted US national effort to deal with a charging China that the US helped to create. More focused on the technology/science/innovation front is the examination by my good colleague Scott Kennedy from CSIS. Scott is senior adviser and Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies at CSIS and recently he examined the US-China technology competition in Foreign Affairs, in an article titled, “How America’s War on Chinese Tech Backfired And Why Trump’s Plans Would Make Things Even Worse.

But just before going there I thought it was worth setting up that examination by focusing on probably one of Joe Biden’s last public talks as President, this at Brookings in Washington, just a few days ago on December 10th. The remarks were titled by the White House as, “His Middle-Out, Bottom-Up Economic Playbook”. There was a fair bit of coughing and missing words in the transcript but the message was clear enough:

Today, here at Brookings Institution, I would like to talk about pivotal actions we’ve taken to rebuild the economy for the long haul, you know, and how we’re — how we’re at a critical, in my view, moment in the direction the economy is going to take.

 

After decades of trickle-down economics that primarily benefited those at the very top, we — we’ve written a new book that’s growing the economy — the middle-out and the bottom-up — that benefits, thus far, everyone. And that’s going to be the test with go- — going forward.

 

I was determined to restore U.S. leadership in industries of the future.

 

We understood we needed long-term investments for the future. Investing in America agenda, which includes my Bipartisan Infrastructure Law, CHIPS and Science Act, the Inflation Reduction Act — together, they mark the most significant investment in America since the New Deal. And that’s a fact. I mean, whether it’s good or bad, that’s the fact.

 

We not only — we not only beat the pandemic; we broke from the economic orthodoxy that has failed this nation, in my view, for a long time — a theory that led to fewer jobs, less economic growth, and bigger deficits.

 

And the best way to build that in America was to invest in America, invest in American products and invest in the American people — not by handing out tax breaks to those at the top.

But the tools employed by the Biden administration, as described by the President, barely touched the protections initiated by Trump 1.0 and advanced further in some cases by the Biden administration. But Scott targets exactly those initiatives by the Biden administration, particularly in the technology innovation sectors. As he describes:

Washington’s array of tools is highly expansive: export controls, tariffs, product bans, inbound and outbound investment screening, constraints on data flows, incentives to shift supply chains, limits on scholarly exchange and research collaboration, industrial policy expenditures, and buy-America incentives.

 

The goals of these measures are equally diverse: slow China’s progress in the most advanced technologies that have dual-use potential, reduce overdependence on China as a source of inputs and as a market for Western goods, deny China access to sensitive data, protect critical infrastructure, push back against economic coercion, protect the United States’ industrial competitiveness, and boost its manufacturing employment.

And he concludes by arguing:

Beijing’s shift toward a more expansive and assertive form of mercantilist techno-nationalism poses genuine risks to the prosperity and economic security of the United States and others. Something must be done, to be sure, but Washington’s increasingly restrictive policies have yielded highly mixed results.

So it’s not that China doesn’t pose a challenge but the solutions chosen by the Biden administration, in part built on the earlier Trump years, raise serious concerns and pose real questions in the face of Trump 2.0:

As President-elect Donald Trump returns to power, his administration would be wise to reflect on the fact that existing restrictions on Chinese technology have yielded decidedly mixed results. The Biden administration has described its strategy as a “small yard, high fence,” or placing high restrictions on a small number of critical technologies. That yard is already growing, with negative unintended consequences for the United States.

What then can be done, according to Scott. It seems to be in several parts. First, according to him:

Washington needs to set clear priorities, identifying the most urgent threats that deserve a response. Otherwise, the United States will be dragged into a game of whack-a-mole or, more worryingly, try to block all commercial ties with China. To the extent that the United States attempts to deny technologies to China, the only sustainable approach involves working with allies and other countries so that the United States will not be outflanked by China and lose technology leadership in the rest of the world. If the Trump administration pursues extensive decoupling from China, the result will most likely be an isolated, poorer, and weaker United States.

And additionally Scott targets international organizations and multilateral initiatives:

The Trump administration would also be unwise to ignore global institutions, such as the World Trade Organization, as doing so would dramatically raise the likelihood of unbounded conflict. Instead, Washington should intensify multilateral cooperation to set new rules for global economic activity in order to avoid a race to the bottom.

 

The United States may in some instances need to take unilateral steps to maintain its relative technology superiority, but excessive economic security measures will mean less innovation, slower economic growth, reduced profits, and fewer jobs. With a combination of wise domestic policies, collaboration with allies, and investment in international institutions, the United States can achieve both prosperity and security.

This latter focus is welcome, it seems to me. As bad as some of the Biden tariff and sanction approaches have been, certainly the dismantling of the WTO trade and investment policies stand out, in particular, because earlier administrations were vital to the creation of the multilateral trade framework. While it was, and is imperfect, as any multilateral instrument is, it is a ‘damn sight better’ than where we are today. Geneva at the moment is dead.

But it is not just the economy/technology front that demands apparently a concerted Trump administration effort. There is also national security. The message, it seems, is being delivered by one of the key figures over decades, that is none other than Senator Mitch McConnell.

I plan to return to Senator McConnell, and a number of others on national security, after the holiday break. But it is holiday time and I plan to put down my pen for the holidays. Look for me back here at Alan’s Newsletter in the week of January 6th – 2025, if not earlier. Have a great Holiday time!

This Post first appeared as a Substack Post at Alan’s Newsletter.

https://globalsummitryproject.substack.com/p/what-can-we-expect-in-the-first-instance

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The Impact of Trump 2.0

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They were obvious moves by Trump, I suspect. Nevertheless, some of the choices by Trump for his senior appointments were startling – and what one might otherwise describe as ‘dismaying’. For many of us not a particular surprise. So we have House of Representative Matt Gaetz nominated as Attorney General. As The Guardian declared:

Donald Trump’s decision to nominate the far-right Republican congressman Matt Gaetz as attorney general has sent shockwaves through Washington, including the president-elect’s own party.

 

Trump on Wednesday announced Gaetz as his pick to be the nation’s chief law enforcement officer in the justice department, a role that directs the government’s legal positions on critical issues, including abortion, civil rights, and first amendment cases.

Michelle Goldberg, writing for the NYT had some choice words for this Trump nomination:

Of all the people Trump was considering for A.G., Gaetz is unique mainly for how much he is hated by other Republicans, and not just moderate ones. In the final months of the last Trump administration, the Justice Department opened an investigation into whether Gaetz had a relationship with an underage girl that violated federal sex trafficking laws.

 

It should go without saying that Gaetz is not, by any normal standards, even a tiny bit qualified to be attorney general. He practiced law for only about two years before running for office, handling small-time civil matters, like suing an old woman for money she owed his father’s caregiving company.

Then, there was the equally startling nomination of Robert F Kennedy Jr., a vaccine skeptic and more that Trump has nominated for the head of Health and Human Services. And then there is Pete Hegseth nominated for Secretary of Defence and Tulsi Gabbard nominated for Director of Intelligence. Each in their own career and experience raising questions over their appointment. And then, finally,  there is the appointment of Elon Musk Trump’s now seemingly close buddy to a Commission to bring efficiency to the US federal government. As Ed Luce at the FT commented:

What you might feel less comfortable in admitting is that Trump is giving utterance to America’s soul. The US is driven by the spirit of limitless resources and surmountable frontiers. Its mission is “To explore strange new worlds . . . to boldly go where no man has gone before”, as James T Kirk put it. On Tuesday Trump promoted Elon Musk, his own Captain Kirk, to Starfleet Admiral. Musk’s USS Enterprise is the department of government efficiency (Doge).

Notwithstanding the name the Musk initiative is unlikely to be a government department as noted by Luce:

It is unclear whether Doge will have any statutory authority, which would require an act of Congress, or simply be a super-advisory body to the Trump administration. Either way, Musk’s goal is to close down regulatory agencies in Washington or drastically pare them back. He recently said he would also cut almost a third from the federal government’s $6.7tn budget.

Government authority or not, Musk will be disruptive, as are likely to be all these recent appointments, and that is the point. Disruption, chaos and controversy  – the Trump modus operandi. As noted again by Luce on the choice of Musk:

But Musk will probably get a lot of his way on deregulation. If you work for the Securities and Exchange Commission, the Department of Justice, the US Federal Reserve, the Bureau of Labor, the Environmental Protection Agency, the US Department of Agriculture or the departments of energy and education, be afraid; be very afraid.

For those poor souls who suggested that Trump wouldn’t follow through on some of his crazier actions, often after plaintively admitting that they had voted for him, these appointments seem to put ‘stop’ to that benign view of Trump governing.

And raising the spectre of serious policy steps likely leading to disruption, chaos and controversy, Trump 2.0 will have a significant impact on US foreign policy efforts. Here, it is worth examining the recent comments by my colleague, Susan Thornton. Susan is currently a Senior Fellow at the Paul Tsai China Center at the Yale Law School. She also participates in many of the China-West Dialogue (CWD) discussions that we have held over the last few years. Susan retired as a senior diplomat after almost three decades of experience with the U.S. State Department in Eurasia and East Asia. She retired, in fact, as Acting Assistant Secretary for East Asian and Pacific Affairs at the Department of State.

Susan does not underestimate the prospect for a dramatic impact by Trump on American foreign policy driven, as Susan sees it, by an American public that is no longer willing to bear the burden of a leading US role in the global order. As she wrote recently at the East Asian Forum, the US public, from Susan’s view, is determined to stand down the United States:

Americans are no longer confident in the promise and effectiveness of their institutional system, they reject the obligation of answering the world’s fire alarms, they are weary of bearing the cost of global security and they see clearly that other states are free-riding on US largesse. The US electorate has been consistently ahead of its politicians in its rejection of the role of ‘world policeman’.

In Susan’s view the election of Trump satisfies, it seems, a desire among many in public to wind down US entanglements in the global arena:

Trump, and certainly his national security team, does not appreciate that he was put in power to dismantle US global hegemony. But Trump’s bullying transactionalism, his aversion to commitment, his penchant for tariffs and complete indifference to the potential impact that the United States has on other countries can have no other outcome.

 

It is obvious that permanent damage will be done to the United Nations, international economic institutions, multilateral organisations in which the United States is a member and any international effort to combat transnational challenges. The dissolution began during his first term and will be irreversible after the coming four years. The Americans who elected Trump as their standard bearer will cheer their demise.

And, the Trump actions, according to Susan, will only raise the temperature in the key global relationship, the US and China. As Susan suggests:

There will be a further sharp disconnect of the US and Chinese economies. Trump and the Republican Congress are likely to invoke more tariffs, export controls and sanctions leading to global fragmentation, rising costs and slower growth. Businesses will face an ever more complicated picture and are already strategising how to adjust. Many countries in Asia are devising economic hedging strategies and will try to walk a middle line amid deteriorating US–China relations. Whether and how a Trump administration might impose costs for such an approach remains an open question.

Susan further suggests that, in fact, Trump is the instrument of many in the US electorate that are tired with the burden resulting from the US leading role in the global order:

We have already entered the transition to a post-Pax Americana world — Trump is an accelerant. This does not mean that the United States will disappear. It will remain the most powerful and wealthy country in the world. But it does leave a vacuum in the international arena and US partners will hopefully step in to provide leadership and public goods.

My colleague Dan Drezner agrees with Susan at least with the impact of a second Trump administration. Dan is the Distinguished Professor of International Politics and Associate Dean of Research at the Fletcher School of Law and Diplomacy, and among other things, the author of the Substack, Drezner’s World. In a FA piece entitled, “The End of American Exceptionalism: Trump’s Reelection Will Redefine U.S. Power”, Dan declares:

Trump will navigate world politics with greater confidence this time around. Whether he will have any better luck bending the world to his “America first” brand is another question entirely. What is certain, however, is that the era of American exceptionalism has ended. Under Trump, U.S. foreign policy will cease promoting long-standing American ideals. That, combined with an expected surge of corrupt foreign policy practices, will leave the United States looking like a garden-variety great power.”

 

He [Trump] believes that the U.S.-created liberal international order has, over time, stacked the deck against the United States. To change that imbalance, Trump wants to restrict inward economic flows such as imports and immigrants (although he likes inward foreign direct investment). He wants allies to shoulder more of the burden for their own defense. And he believes that he can cut deals with autocrats, such as Russia’s Vladimir Putin or North Korea’s Kim Jong Un, that will reduce tensions in global trouble spots and allow the United States to focus Inward.

For Susan the change in foreign policy is driven by the American public; for Dan the direction comes from Trump and his acolytes but the outcome appears to be the same. The end of American leadership as we’ve understood it for seven decades and more.

So how, or what will provide the leadership that can manage the global order? Who can help shape and critically, who can presumably stabilize the increasingly fractious international environment?  Positively, who can promote international development, energize the efforts to meet the climate crisis, and reform international financial reform and meet the growing debt crises for many? Who will energize the multilateral institutions that can promote peace and security and advance global governance? Where is the leadership?

Here Susan gives us a bit of a hint. As she suggests:

In this more fragmented, disordered world, US partners in Asia should also pursue more networked security cooperation and regional integration to safeguard peace and mitigate the negative effects of deglobalisation for their economies. Such measures are useful on their own merits, no matter who is in the White House, as the world is set to become a more difficult and dangerous place.

We have, at recent gatherings of the China-West Dialogue, been exploring the role of Middle Powers. I hope to turn back to the potential key roles that Middle Powers may bring to the growing threats to the global order. I think that may be a hopeful direction.  I will return to this subject.

Image Credit: ABC News

This Post first appeared as a Substack Post at Alan’s Newsletter. Feel free to comment and subscribe to Alan’s Newsletter.

https://globalsummitryproject.substack.com/p/the-impact-of-trump-20

 

 

 

In a Trump World, ‘Widening the Who’ in the Global Order

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Now we are out a bit early. But that’s not surprising because of the US national elections on Tuesday night. So a few thoughts on that and then a redirection to the, “what do we do about the global order in the light of Trump’s return, including many of his former advisers, to the White House”

The electoral equation in the end proved to be rather simple if also somber. Harris lost too many non-college and latino men and she won women – but not by nearly enough. With the Latinos, Trump won 32 percent in 2020; in 2024 Trump won about 45 percent.  Harris,  on women, won 54 percent but Biden in 2020 won 57 percent. The Harris statistic on women is dismaying.

Now I am not one to focus and comment on US elections – other than as a ‘somewhat informed’ but non-expert – but it does seem to me that the Harris campaign did not strategically break through with a host of electoral groups with her message. And she needed to to secure the Presidency. As Michael Hirsh described in FP: 

Despite overpowering Trump in their only debate on Sept. 10 and raising more than $1 billion in donations in just three months—a new record—Harris often floundered when challenged to deliver a convincing summary of her agenda on critical issues such as the economy and immigration. She also fumbled badly in explaining her flip-flops on issues such as fracking (which she once opposed and later supported, but without pointing out the simple fact that improved technology had made it environmentally safer). That led Wall Street Journal commentator Peggy Noonan to label Harris an “artless dodger.”

Worse, possibly, was the view expressed by Opinion Writer Peter Baker who suggests that Trump represents a significant current of American thinking. As he wrote in the NYT:

The assumption that Mr. Trump represented an anomaly who would at last be consigned to the ash heap of history was washed away on Tuesday night by a red current that swept through battleground states — and swept away the understanding of America long nurtured by its ruling elite of both parties. … With his comeback victory to reclaim the presidency, Mr. Trump has now established himself as a transformational force reshaping the United States in his own image.

 

No longer can the political establishment write off Mr. Trump as a temporary break from the long march of progress, a fluke who somehow sneaked into the White House in a quirky, one-off Electoral College win eight years ago. With his comeback victory to reclaim the presidency, Mr. Trump has now established himself as a transformational force reshaping the United States in his own image.

 

Populist disenchantment with the nation’s direction and resentment against elites proved to be deeper and more profound than many in both parties had recognized. Mr. Trump’s testosterone-driven campaign capitalized on resistance to electing the first woman president.

In fact, according to Baker, Trump was appreciated for all his effrontery and racism:

Rather than be turned off by Mr. Trump’s flagrant, anger-based appeals along lines of race, gender, religion, national origin and especially transgender identity, many Americans found them bracing. Rather than be offended by his brazen lies and wild conspiracy theories, many found him authentic.

So with Trump in the White House and his people in the Administration where do we go? On the immediate geopolitical front we are very likely to see rising tensions with China – though I believe there is a path to less tension. We are very likely to see pressure on Ukraine to halt the conflict with Putin even at the cost of transferring Ukrainian lands to Russia – a real cost and speaking of costs we are likely to see a blizzard of tariffs on Chinese goods and possibly beyond. But it is a bit early to fill in the contours of Trump 2.0 foreign policy.

But, instead, let me look at the outline of the direction we saw coming from Democrat and Democrat-leaning experts and operatives. In particular let me look briefly at the design described by Anne-Marie Slaughter in a recent Foreign Affairs piece titled: “How America Can Succeed in a Multialigned World: The Importance of Building Truly Global Partnerships”. Anne-Marie is currently CEO of the think tank New America. From 2002 to 2009, she was Bert G. Kerstetter ‘66 University Professor of Politics and International Affairs and Dean of the School of Public and International Affairs at Princeton University. In 2009 Secretary of State Hillary Clinton appointed her as the first woman Director of Policy Planning in the U.S. State Department. She has been a ‘close in’ Democratic voice and it is why I refer to this article to give an inside possible glimpse at where the Harris administration might have moved had she been elected and indeed the possibility of Anne-Marie’s very real likely participation.

Anne-Marie is quite aware that there are two challenges this Biden administration faced and would be front and center for a Harris administration – the rising geopolitical tensions with Russia, and with China and with Iran, but also the existential global governance threats, climate, finance and weakened multilateralism and the institutions that no longer served global order purposes. Anne-Marie moved back to gaze at the Biden administration and its effort to build not just an alliance system but beyond that to a ‘multipartner world’. As Anne-Marie declared:

It [the Biden administration] has reanimated and expanded traditional alliances such as NATO and strengthened and created a host of new diplomatic and security partnerships. Secretary of State Antony Blinken described in Foreign Affairs a network of “partners in peace,” the result of an intense diplomatic strategy to safeguard U.S. interests abroad while rebuilding competitiveness at home.

Yet as she described the effort:

 These partnerships are important and valuable. Still, the Biden strategy overall has tilted too far in the direction of geopolitical competition over global cooperation, even as it tries to do both at once. To strike the right balance, the next administration must partner with a wider variety of global actors, focus those partnerships more on existential global threats, and accept a more decentralized, messier world that welcomes leadership from many different quarters.

 

The concept of “multistakeholder governance” holds that all actors who have a stake in the outcome of a specific decision, whether a state, an international institution, a corporation, or a municipality, find a place at the table at some point in the decision-making process.

So the future of multipartnering was just not just constructed on state, regional and international organizations but extending to non-state and substate actors. As Anne-Marie argues:

The concept of “multistakeholder governance” holds that all actors who have a stake in the outcome of a specific decision, whether a state, an international institution, a corporation, or a municipality, find a place at the table at some point in the decision-making process.

Her conclusion for this multipartner approach is as follows:

A national security strategy dedicated to building a multipartner world will still leave plenty of room for the United States to lead on the global stage. Moreover, embracing multisector partnerships gives open societies such as that of the United States a leg up in in geopolitical competition, given the autonomy and energy of American civic, corporate, philanthropic, technological, scientific, and educational institutions.

This wide multipartner approach, as described in part by Anne-Marie Slaughter, is unlikely to be captured and furthered by the incoming Trump administration. But it is worth keeping in mind and may well be an approach that will be valuable for many national, regional and international actors in the near future, even if not for a Trump America.

Meanwhile, another piece in a multipartner world is a possibility. And we at the China-West Dialogue (CWD) are keenly examining the role today of Middle Powers in furthering efforts to meet the challenge of global threats and to diminish the ratcheting up of geopolitical tensions. We are currently examining with colleagues across the globe the potential for Middle Power Diplomacy (MPD)  to tackle global threats and stabilize the global governance environment. As the lead co-chair of the CWD, Colin Bradford has written:

Global pluralism, developed in 2020-2023, posits the existence already of “autonomous” strategies and independence in foreign policies as a “global political dynamic” in global relations.  Pluralism is a core concept for CWD, in that it leads to the “pluralization” of relations with China as an “alternative framework” to address the toxic tension in the bilateral China-US relationship in recent years. This has been the goal of CWD from its foundation.

 

In the last year of CWD exchanges, the importance of Middle Powers and Middle Power Diplomacy has arisen as the domestic driver of pluralism.  This new CWD series seeks to elucidate the factors enabling countries to be Middle Powers and the features of their international behaviors which are effective in addressing global systemic challenges.

 

A better understanding of these factors and features could facilitate proactive national efforts to deliberately contribute to global pluralism by “punching above their weight” and to influence global governance outcomes that include China and the US but which “globalize” those outcomes, rather than narrow them by allowing great power dominance to prevail.

We have examined with colleagues globally, and always with our colleagues from China in the CWD process, Middle Power actions from Japan and Latin America, especially Brazil, and Korea shortly with Turkey, Indonesia and the ASEAN to come and also with examinations of Europe and the US and China and MPD.

Trump America with its hypernationalist focus and its likely transactional initiatives fails to promote any kind of global order optimism; but there are other pathways. We need to explore these further and promote those that appear promising.

This was first posted as a Substack POst at Alan’s Newsletter. All comments and free subscriptions are welcome

https://open.substack.com/pub/globalsummitryproject/p/in-a-trump-world-widening-the-who?r=bj&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Image Credit: ABC News

 

 

 

The ‘Global Order’: ‘Who is on First’

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I was trying very hard to ignore the impending vote for US president upcoming next week. We will have plenty of time to contemplate the action and consequences of the presidential choice on US foreign policy and global leadership.

But then again I was not fully able to ignore the consequences for the international order of this event. I was caught by a very recent Special Report from CIGI on: “Scenarios of Evolving Global Order”. Now CIGI is located in Waterloo Ontario and CIGI stands for the Centre for International Governance Innovation. I have a small soft spot for the think tank as I and a number of close colleagues spent some good years there when it launched as a global affairs outfit and, I think produced some good early work on global governance, among other things.

Anyway, the Report is interesting as it attempts to:

… fill a gap between the analysis of current trends and mapping of potential futures by outlining five possible scenarios for an evolving global order. These five scenarios represent a spectrum from the most modest plausible change (reform of the current system) to the most radical (transformation of the whole system due to a global shock).

There clearly is much current discussion over the evolving global order in the context of significant geopolitical tensions between the two leading powers and the numerous conflicts burdening international relations. So the Report describes 5 different scenarios built on these assumptions:

• The current international system is not working; international institutions, including the United Nations and Bretton Woods institutions, are unable to address most contemporary challenges.

• Responses to contemporary global challenges are siloed, nationally and institutionally.

• The United States’ global leadership is waning due to reduced capacity and internal focus.

• The relative economic power of liberal democracies is diminishing.

• Emerging powers — including, but not limited to, China and India — are increasingly asserting their influence and driving change.

• Finding new pathways of international cooperation on security issues may be more elusive, meaning attention may focus on cooperation on economic issues.

• Deglobalization, and regional integration as an alternative to multilateralism, continues to accelerate by many, but not all, measures.

• Momentum for nationalist and isolationist policies continues to build in many countries.

The result five different scenarios as filled out by the author team:

Scenario 1: Reform of the Existing Global System

Scenario 2: Replacement of the Existing Global System

Scenario 3: The Emergence of a Bloc-Based Global System

Scenario 4: A Case of Disorder

Scenario 5: Transformed Global Order

Each scenario is interesting and for every scenario there are two pathways described by the authors leading to an identified outcome:

The authors’ view is that these five scenarios broadly represent core directions that global order may evolve toward in the coming months and years. They acknowledge that there are numerous potential pathways that the five scenarios could take — by choosing only two for each, many possibilities remain for further exploration.

Now each scenario is worth assessing – and I will try and examine some perghaps at a later date, but I was struck by the perspective the authors identified for the structure and the dynamics for all five scenarios. As the Report suggested:

All of the scenarios explored assume the current and evolving global dynamics are multipolar (rather than other forms such as bipolar, hegemonic or concerted). It is, of course, possible that global order does not continue to evolve in  a multipolar way — for example, that one group of states forms a security and economic coalition in a way that dominates all the rest or that the world devolves into a bipolar world utterly dominated by American and Chinese spheres of control. The world is currently operating with multipolar dynamics on most issues, and this is likely to continue into the future.

Now that assumption of a multipolar system struck me. The reason is I came across an interesting Substack Post from Clarence Gu and Chenghao Sun, ChinAffairs+ describing in the Post titled “Yan Xuetong & John Mearsheimer Conversation: Who Shapes Global Order, and Who Will Win the Competition?”an interesting encounter, the third in fact, between these two experts. Now Yan Xuetong is the Dean of the Institute of International Relations at Tsinghua University, a highly prestigious university in China and John Mearsheimer is, as he describes himself, “the  R. Wendell Harrison Distinguished Service Professor in the Political Science Department at the University of Chicago, where he has taught since 1982 and an international relations theorist. More specifically, I am a realist.”

Now I have known John for many years as we were graduate students together at Cornell University with the same adviser, the recently passed Richard N Rosecrance, renowned international relations expert. But we were seldom on the same side of the fence when describing the underlying dynamics of the international system. But that is neither here nor there.

Both Yan Xuetong and John are known for their focus in international relations on ‘realism’, and in fact John’s  writings identify what is known as ‘offensive realism’. And while the two differ to a degree in this encounter at Tsinghua in Beijing they both strongly endorse the notion that the system is driven by the need by states to maintain dominance in a current bipolar not multipolar world (You will note by the way that the quotes that follow have been slightly edited due at times to  imperfect transcription). As John describes the international system:

How do you survive the international system? The system is where there is no higher authority. The answer is very simple. You want to be very powerful. You want to maximize your power, you cannot be certain of the intentions of those other states. It pays to be really powerful, to pay to be a hegemon.

 

If you think more specifically, the argument is that you can only be a regional hegemon, number one. Number two, you want to make sure that no other state is a regional hegemon. The ideal situation is to be the only regional hegemony in the international system.

 

All of this is to say we are involved today, in an intense security competition. It shows no signs going away. And if anything will get worse with the passage of time. This is a tragic situation. It has nothing to do with Chinese culture or American culture. And many people in China blame the United States for this trouble. … So my argument is, it’s the system that has caused this intense security competition.

Yan Xuetong is even more direct. He states:

The new trend of global order is Counter-Globalization. Then certainly today, I think because today’s title is Global Order and US-China relationship, we have to talk about how the relationship between China and US impact the current global order, my understanding is that the China-US relationship just like John argued that it will be intensified in terms of conflicts.You cannot expect China and US suddenly find a way to set down those disputes become the partners. If that happens, it means our theories are wrong. And actually, why the China-US conflicts are increasing and intensifying. It’s because now we’re in a bipolar configuration. The power structure is not multipolar.

 

The power structure is not multipolar. The current power structure is bipolar. And in the IR community, we all agree the situation after the World War One was multipolar, and after World War Two is bipolar.

 

What I mean is that the historic experience tells us, today we still have to understand what the international configuration is. It is not multipolar, not unipolar, it is bipolar, because except China no other major powers have capability or national power that account for 1/3 of the United States. None of them, except China. I don’t know how exactly we can do the measurement, but at least China’s capability is larger than 1/3 of the United States, possibly I would say 2/3 of the US.

Well, I won’t go into the five scenarios at this point though they are worth reviewing. The point here is to raise concern over analyses that are largely driven by structure rather than dynamics generated by policy – security, economic and political. These are the drivers that shape international outcomes. It is difficult at this moment to determine whether the structure is slightly less hegemonic, or is already bipolar, or in fact has become multipolar. The real analytic need, however, is to focus on the leading states and their foreign policy determinations. Structure is there, of course, but it does not drive foreign policy action or outcomes.

This Post first appeared at my Substack, Alan’s Newsletter. All comments and free subscriptions are welcome

Image Credit: Clarence Gu

 

Leadership – or Not

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The killing of Yahya Sinwar in Gaza, as many observers have suggested, may impact on the continuation, or a possible cessation of the conflict in Gaza. Some like Tom Friedman of the NewYork Times, and other commentators have even suggested that it could have possibilities beyond just the Gaza conflict. But all this rightly raises again the influence – and dare I say the leadership – of the United States. This question of US leadership brings attention not just to Israel and the region but beyond and raises real questions of US leadership with the global order.

On the Middle East front the US has expressed strongly its belief that it is time to end the war. As David Sanger of the NYTimes suggested in his  analysis of the current state of relations:

Within hours of the death of the Hamas leader Yahya Sinwar on Thursday, President Biden and his aides scrambled to design one last push for a broad de-escalation of violence in the Middle East: a cease-fire and hostage deal in Gaza, a pullback from Israeli attacks on Hezbollah in Lebanon, a confident declaration of victory by Israel that might allow it to forgo a major retaliation against Iran.

It is time for this war to end,” Mr. Biden said as he emerged from Air Force One when it landed outside Berlin late Thursday. He added that he had called Prime Minister Benjamin Netanyahu of Israel and urged him to “move on” from the war and focus on building a new political landscape for the region.

Tom Friedman elaborated on what was required beyond just a ceasefire, if the cessation is to have a real impact on international stability:

The broad idea is for the Palestinian Authority president, Mahmoud Abbas, to agree to appoint the economist and former P.A. prime minister Salam Fayyad — or someone of his sterling reputation for incorruptibility — as the new Palestinian prime minister to lead a new technocratic cabinet and reform the Palestinian Authority, root out corruption and upgrade its governance and security forces.

Such a reformed Palestinian Authority would then formally ask for — and participate in — an international peacekeeping force that would include troops from the U.A.E., Egypt, possibly other Arab states and maybe even European nations. This force would be phased in to replace the Israeli military in Gaza. The Palestinian Authority would then be responsible for rebuilding Gaza with relief funds provided by Saudi Arabia, the U.A.E. and other Arab Gulf states, Europeans and most likely the U.S.

 

A reformed Palestinian Authority, with massive Arab and international funds, would attempt to restore its credibility in Gaza, and the credibility of its core Fatah organization in Palestinian politics — and sideline the remnants of Hamas.

The problem, at least immediately, however, is as David Sanger points out is that there is no interest by Prime Minister Netanyahu, it seems at this moment, to accept even a ceasefire let alone steps beyond:

Nothing in his face-offs with Mr. Netanyahu suggests that the Israeli prime minister will take his advice or seize the chance to turn the military victories into a lasting political accomplishment. One of Mr. Biden’s senior aides said the administration’s concern was that the killing of Mr. Sinwar, and before him the killing of the Hezbollah leader Hassan Nasrallah, ratifies in Mr. Netanyahu’s mind his certainty that he was right to deflect American calls for de-escalation over the past few months.

These observations seem to target the immediate difficulties that such a US plan envisages. But it is beyond that. The underlying question that is there, and ultimately more impactful, is the influence of the US in this situation but beyond it in other international arenas such as the Ukraine, the South China Sea and Taiwan. What is the capacity and policy chops of the US to influence and indeed to pressure allies and foes alike to accept outcomes that the US identifies as improving the state of relations and hopefully terminating conflict and stabilizing, or even possibly improving relations among the countries and more broadly the system?

As Ross Douthat of the NYT recently wrote in an article titled, “America needs a President”:

In neither case, though, does the world’s most powerful country seem to have a real handle on the situation, a plan that it’s executing or a clear means of setting and accomplishing its goals.

He further argues:

Scenarios where great powers end up led around by their allies and clients are not historically unusual. But it’s hard to escape the impression that America’s current difficulties are linked to a very specific problem: the vacuum at the heart of this presidency, the slow fade of Joe Biden from the normal execution of his duties, the general uncertainty about who is actually making decisions in U.S. foreign policy.

But it seems to me that a focus on the twilight of the Biden years as an explanation for US inability to shape conflict outcomes is a bit of a cop out. Rather as I see it, it seems to me that the US has come to a point where it is unwilling to fashion credible threats on friends and more importantly on foes. The key action mechanics of leadership – credible threats and equally credible assurances – are increasingly missing.  As noted by Douthat:

Today’s restoration of deterrence could become tomorrow’s overreach or quagmire. For another, America has global responsibilities, not just regional ones, and a widening war in the Middle East could be bad for the American position in Asia and Eastern Europe no matter its outcome for the immediate participants. If the United States can’t exert real leverage over countries that it arms and supports, a weakening Pax Americana will end up hostage to too many interests not our own.

And that is the concern and the nub of the global order issue. And while there is a reflection, as noted above, that it is this President who has lost influence recently as he comes to the end of his Presidency, the weakness of America’s efforts extend beyond this, it appears to me.

The dilemma in my mind lies more with the rise of nationalist, even populist politics. We need not go to the most extreme versions of this populist view, as expressed by Donald Trump.The fact is it has spread to Democratic politics with Biden but it would appear with his advisers and to Democratic Presidential candidate, Vice President Harris as well. It can be seen most prominently with US trade policy. You need go no further than this administration’s determined effort to neuter the international trade dispute mechanism, the WTO. In addition, it extends to the growing willingness of US administrations, starting with Trump but infecting the Biden administration also to use tariffs, and increasingly so, as a trade policy. Michael Froman, currently President of the Council on Foreign Relations, and who served as the U.S. Trade Representative from 2013 to 2017 during the Obama Administration has examined current US trade policy:

For much of the last century, in response to the disastrous 1930 Smoot-Hawley tariffs, the United States’ international economic policy was focused on liberalization and integration. Competitiveness, efficiency, and growth were the metrics of success. This framework achieved many of its objectives, contributing to the biggest reduction in poverty in human history, opening vast new markets to U.S. exports, and greatly strengthening the comparative advantage of U.S. firms. At the same time, attention it paid to particularly vulnerable groups of workers and their communities. The advent of China as a strategic competitor further highlighted the limitations of that approach. The rules-based system was not designed to accommodate an economy that is so large and so integrated and yet is determined to follow a fundamentally different set of rules.

The result is the enlargement of protectionism signaled by National Security Adviser, Jake Sullivan:

April 2023, U.S. National Security Adviser Jake Sullivan delivered a critique of the neoliberal consensus that had served as the foundation for international economic policy for nearly a century. In a prominent speech, Sullivan suggested that the United States was moving on from an agenda of global integration and trade liberalization.

 

To protect Americans and to take on China, Sullivan contended, Washington would no longer shy away from raising tariffs, imposing restrictions on exports and foreign investment, and engaging in domestic industrial policy. It was an important speech for a number of reasons, not the least of which was that it was delivered by the national security adviser, not the treasury secretary, commerce secretary, or U.S. trade representative. …

 

Consistent with Sullivan’s framework, the Biden administration has embraced a range of economic tools: export controls, restrictions on inward and outbound foreign investment, tariffs, industrial policy, and antitrust enforcement. Many of these tools enjoy broad bipartisan support.

 

If they are to form the basis of a new, enduring Washington consensus, however, the next president—whether Trump or Kamala Harris—will need to develop a more systematic approach to using them. That means understanding their limitations, developing principles to guide their use, and grappling fully with the tradeoffs they involve.

But I am not heartened by this approach on trade, and the wider implications of a nationalist approach to policy well beyond trade policy. The direction of US leadership is troubling. We are only too aware of where it could go with Trump but the signals are not positive for a Harris administration either.

Image Credit: US Institute for Peace

This Post first appeared at Alan’s Newsletter and is a Substack Post from there. All comments and free subscriptions are welcome.

https://open.substack.com/pub/globalsummitryproject/p/leadership-or-not?r=bj&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

 

 

The Enduring Weakness of Multilateralism: An Aspect

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Though it was heartening to see the Presidential debate this past week with a strong performance by Vice President Kamala Harris, it was disheartening to see that Donald Trump remains a major force in US politics and still a strong contender notwithstanding some of his wild statements and his conspiracy theory assertions. While the event highlighted the ‘weirdness’ of Donald J Trump, the candidate, the game is not yet won. We may yet see him reoccupy the White House. Such an outcome would threaten the alliance(s) system, global trade and continuing US presence in the current multilateral system driven by Trump’s transactional model of US foreign policy behavior.

Trump’s return would likely drive current US foreign policy ‘over the cliff’. But changes have been underway for some time and many of them are weakening the multilateral system built over many decades. Many foreign policy analysts have focused on the structural elements – notably the decline in the international measures of power of the United States and its impact as a result on the global order. I was struck by a letter titled, “Muster Global Majorities”  prepared by Mark Malloch-Brown. This is just one of nine requested by FP to greet a new US president. Now, Malloch-Brown was the former deputy secretary-general of the UN well aware of the multilateral system and he targeted the decline of the US:

But whoever prevails on Nov. 5—and congratulations, by the way—this will not change the much deeper shifts underway in the distribution of global power and values alignment that are now surfacing at the U.N. and its Bretton Woods cousins, the World Bank and the International Monetary Fund (IMF). They have seen an approximate quadrupling of membership since their post-World War II founding; a more than tripling of global population; and a global GDP that is more than 10 times bigger.

 

But you must see there is a global shift underway, and the United States, more than ever, is not an unchallenged No. 1 but rather a precarious first among equals in a multilateral system and which in responding to wider intellectual and political change in the world resents any claim to monopoly leadership. As Shakespeare observed in his great play on succession and power, Henry IV, Part 2: “Uneasy lies the head that wears a crown.”

Malloch-Brown in his letter, in fact, is pointing to two evident declines: the decline in power of the US in the context of the global system, the structural elements with the rise of China and with the emergence of a number of the Large Emerging Powers, the likes of India, Brazil, Indonesia and more.  But the decline is also evident from a diminishment in US leadership in the global order, the behavioral aspect of any analysis.

While there is a relative decline in the power dimensions for the United States, it is the decline in policy leadership that is in some ways most evident. Take trade. As Alan Beattie has written just recently in the FT article entitled, “Can Globalization Survive the US-China Rift”:

Multilateralism is weak. The US is undermining the WTO by citing a national security loophole to break rules at will. The EU won a case against Indonesia over its nickel export ban, but the WTO’s dysfunctional dispute settlement system has delayed compliance.

 

But this does not mean regional or geopolitical trading blocs will start setting the rules of trade instead. The US talks a good game about building alliances, but the political toxicity of trade deals in Washington stops it offering market access to incentivise countries to join. The Indo-Pacific Economic Framework, the US’s main initiative in the Asia-Pacific, is widely regarded as all stick and no carrot.

Rather than a continued reliance on the multilateral rules and the WTO, the multilateral trade institution – of which the US is one of the primary creators –  responsible for managing trade and trade friction, the United States has chosen to neuter the global trade rules by collapsing the trade dispute mechanism of the WTO. The US has turned away as well from promoting freer trade and free trade agreements and has come to rely more and more on protectionism. As pointed out by Bob Davis in his FT piece, “How Washington Learned to Stop Worrying and Embrace Protectionism”, he described the US turn to protectionism:

… the president [Biden] made a decision that upended decades of Democratic White House rule. He ordered heavy new tariffs on Chinese imports of high-tech items and continued the massive tariffs he inherited from his Republican predecessor.

 

The significance of the moves—and the challenge that it presents to Biden’s successor—was obscured by the roller-coaster news cycle. But it bears noting: The Biden administration is the first since at least President John F. Kennedy’s time to fail to negotiate a major free trade deal, instead embracing tariffs. Even Trump, the self-proclaimed “Tariff Man,” concluded a significant free trade pact when he replaced the North American Free Trade Agreement with a U.S.-Mexico-Canada deal (USMCA), which toughened rules on auto imports but established liberal rules on digital trade. He also negotiated a smaller digital agreement with Japan.

 

The turnabout is emblematic of a broader change in the U.S. economic and political thinking that is unlikely to be reversed under either a President Trump or Harris. The era of hyperglobalization, which began around 1990 and saw global trade jump by 60 percent in 20 years as supply chains spread across the earth like spiderwebs, has come to an end. We are now in an era of growing protectionism, and as trade growth has stalled, the United States and many other advanced economies have hiked tariffs and begun subsidizing industries that they view as critical to their well-being.

The turnabout with an increasing reliance on tariffs and a more full throated rise of US protectionism in fact ties the US, that is US economic policy to its political-security policy and actions. Davis makes the pointed linkage today between the two for US policy action:

Peter Harrell, the White House’s former senior director for international economics, said the change marks a fundamental rethinking of U.S. trade policy. “We are in an era of geopolitical competition with China,” he said. “That means we aren’t going to accord China the same trading privileges and rights” accorded to allies—despite World Trade Organization requirements to treat members equally.

 

It boils down to the fact that the economic juice [from cutting tariffs] was not worth the political squeeze,” said Evan Medeiros, a Georgetown University China expert who had been an official on Obama’s National Security Council.

 

In the second part of its decision, the administration ramped up some tariffs to block Chinese imports in areas where the United States was spending billions of dollars on subsidies to create or strengthen a domestic industry.

Tariffs were quadrupled to 100 percent on Chinese electric vehicles this year, as [Lael] Brainard had advocated, doubled to 50 percent on Chinese semiconductors and solar cells, either this year or next, and tripled to 25 percent on EV batteries this year. Even low-tech Chinese syringes, which had previously been shipped duty-free, now face 50 percent tariffs as a spur to boost domestic production.

 

The primary reason for the U.S. turn to protectionism is the growing economic and military challenge from China. But it also reflects a profound change in ideology: The gains from trade—lower prices, overall improvements in living standards, greater competition—are no longer seen by many political leaders as worth the downsides in the loss of manufacturing jobs, dependence on imports from adversaries such as China and Russia, and political polarization. The Trump administration, packed with anti-free traders, gave a big push to this neo-protectionism; the Biden administration has confirmed and deepened the shift.

The bottom line is that geopolitical tensions, particularly the deep US-China competition, has undermined US commitment to a multilateral system that the US was a principal architect in creating and maintaining over many decades. This outcome to date is deeply troubling.

Image Credit: CNBC

Responding to Disorder

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I have to start with the Biden press conference last night, of course. I wish Biden’s performance could allay concerns about his competence but, unfortunately, it was not good enough to do that.  Biden was certainly less combative than what was on display earlier but the stubbornness has not abated. And the mistakes remain. So, the Democrats are stuck for the moment.

Let’s turn now to the focus of this Post: coping with the disorder in the current international system and the real fear for the electoral outcome.

My close colleague, Yves Tiberghien, Professor of Political Science and the Konwakai Chair in Japanese Research, and also the Director of the Center for Japanese Research at the University of British Columbia put his finger on the stability/instability tension in the current global order. As he wrote recently for the Asia-Pacific Foundation:

In the current moment we are witnessing a rapidly changing geopolitical environment, with several dangerous hot spots and an acceleration of tit-for-tat dynamics.

The prime movers in this situation are China and the U.S., each animated and constrained by their domestic politics that sometimes limit their ability to deeply understand each other and engage in strategic, long-term calculations. The moves that each of them makes – which are usually framed as being defensive and reactive – are feeding a cycle of interactions that is transforming the region.

The central tension between the two leading powers is not aided by the current fallout from the Russia-Ukraine conflict and the war in Gaza but the macro disorder is driven in the first instance by difficult US-China interests. And, it is because of the knotty interactions and the prospect for even greater bilateral tensions that so many of us are kinda ‘quaking in our boots’ over the impending national US elections. I was caught by the insight and ‘unexpressed’ emotion of one of the NYT’s most well known Opinion Columnists, Tom Freidman. He just recently wrote in the NYT, a piece titled: “The Devil May Be Enjoying This Election Season, but I Am Not”:

Both men running for president right now are unfit for the job: One is a good man in obvious cognitive and physical decline, and the other is a bad man who lies as he breathes, whose main platform is revenge — and who is in his own cognitive tailspin.

It kinda chills one’s ‘political soul’ when contemplating current US politics and policy.  It leaves open the prospect of dangerous international politics that demands effective Presidential leadership – which is exactly what seems to be missing in the current presidential contest. As Friedman writes:

At the same time, we are in the middle of defining the post-post-Cold War order, now that the U.S.-dominated post-Cold War order has come unstuck since the Russian invasion of Ukraine. Managing a hostile Russia — aligned with an increasingly hostile China, aligned with malign actors like Iran and North Korea, and super-empowered nonstate actors like Hamas, the Houthis and Hezbollah — will take not only incredibly wise U.S. leadership but also a U.S. leader able to forge multiple alliances. The post-post-Cold War world can’t be managed by a lonely American superpower telling all its allies to spend more on defense or we will leave you to the tender mercies of Vladimir Putin.

Turning back to Yves Tiberghien for a moment, Yves identifies 3 hotspots in the current international scene: The Philippines, North Korea and Taiwan. Let me look at just one, what Yves identifies as the number one hotspot, the Philippines:

This is the top hot spot right now, and one without good safeguards or guardians. Some view it as perhaps the closest example in the region to a 1914 scenario. There is an urgency for talks between high-ranking officials in the U.S. and China talks, but the Biden Administration is distracted.

Now I will avoid any comparative historical references, – you know, it is just like World War I, or just like the Iraq decision etc.  I am not attracted to this form of analysis. And you should be careful as well. For my part having examined, rather long ago, the dramatically complex interactions and unique diplomatic actions of long ago political figures, including especially those political decisions leading up to World War I – thank you James Joll, these comparisons fail to attract me. The primary reason is most analyses comparing historical crises focus on the similarities but almost never examine the often dramatic differences in these historical comparisons. There are not only similarities but differences as well. And both must be examined, though they seldom are.

So let’s leave historical comparisons aside and let’s turn to a recent analysis. I was very pleased to see a just released piece by Ryan Hass in Foreign Affairs, titled: “Avoiding War in the South China Sea”. Ryan is from Brookings and is currently the Director of the John L. Thornton China Center, Senior Fellow – Foreign Policy, Center for Asia Policy Studies, John L. Thornton China Center and he is also the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies. Ryan served from 2013 to 2017, as the director for China, Taiwan and Mongolia at the National Security Council (NSC) staff. From what I know he retains links with many in the Biden Administration.

There are a number of valuable insights that Ryan conveys in the current problem. Let’s first start with the problem. The South China Sea (SCS) dispute arises over the Spratly Islands with ongoing territorial disputes among Brunei, China, Malaysia, the Philippines, Taiwan, and Vietnam concerning “ownership” of the Spratly Islands, a group of islands and associated “maritime features” (reefs, banks, and cays etc.) and strong positioning in the South China Sea. The central bully in this story is China that essentially claims all of the South China Sea.  Nevertheless, the others also maintain their individual country claims. In 1999 the Philippines ran an old vessel, the Sierra Madre aground on the Second Thomas Shoal. China initially demanded that the Philippines remove the vessel and has harassed the Philippine efforts to resupply the military personnel that remain on the vessel though to this point China has been unsuccessful in preventing Philippine resupply. As Ryan points out:

The risk remains high that an incident could result in the death of a Filipino soldier, potentially triggering the U.S.-Philippine Mutual Defense Treaty and bringing American and Chinese forces to the brink of conflict.

That is the heart of the problem for the US, China and the Philippines. Threading the needle is what it will take; and of course that is exactly what chills those of us looking at the current race for the presidency. But Ryan suggests a policy that enhances deterrence and limits what Yves described as ‘tit-for-tat’ actions.

For Washington, success is upholding the credibility of its alliance commitments, avoiding conflict with China, and preventing Chinese occupation of Second Thomas Shoal. Achieving these results will require Washington to weigh every policy decision against whether it does more to prevent or provoke a crisis. Second Thomas Shoal is a strategic challenge with a military dimension.

It is a touchy balance of maintaining commitment, and thereby deterring China and at the same time not giving full rein to the strategic – and not so strategic actions in the US and in fact in the Philippines,  to tip over into conflict. Reflecting this balance is Ryan’s positioning:

It is not a military problem with a military solution. Washington must resist pressure to frame this issue as a test of wills between the United States and China and instead leverage Beijing’s bullying at Second Thomas Shoal to strengthen its relationships in the region.

Given the conflicting imperatives of the three major participants, the United States will need to walk a tightrope. It cannot allow itself to beseen as passive in the face of Chinese pressure against its treaty ally. On the other hand, Washington must preserve its position as defender of the status quo, thereby sharpening the contrast with China’s revisionist attempts to alter the situation at Second Thomas Shoal.

It is, as Ryan points out, critically important to signal soundly to China, US commitment without creating reactive offense:

U.S. policymakers must resist the urge to turn Second Thomas Shoal into a contest of wills between the United States and China and urge Beijing to do the same. The more the standoff becomes publicly framed as a showdown between great powers, the more likely that nuclear-armed rivals could find themselves in a nose-to-nose confrontation over a rusting boat.

And I think sensibly Ryan urges the following:

Washington should enlist as many concerned countries as possible to privately counsel Beijing against further escalation. Greater engagement by more actors, especially the Southeast Asian states that Beijing seeks to pull closer, will make the current dispute seem less like a binary clash between the United States and China.

The United States’ best option for limiting risk is to chart a middle path between succumbing to a military test of wills and putting pressure on the Philippines to give in to Chinese pressure. Conflict is possible, but far from preordained.

All this examination underscores the complexity and careful steps required to contain tit-for-tat US-China actions that could lead to a security disaster. It is hard now not to contemplate the worst with either crazy Trump, for sure but now possibly a seriously diminished Biden. We can only hope that the presidential outcome is not as currently predicted.

Image Credit: Al Jazeera

 

Challenging Leadership and Stability in the Global Order

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There are some recent insights worth examining. These insights underscore the current difficulties of US leadership in the global order. There are at least three critical issues that challenge US foreign policy leadership today. These include: the ‘shadow of Trump’; the continuing primacy demand of US leadership; and the harm inflicted by current US economic policy making. All three and more undermine continuing US foreign policy leadership in a changing global order.

First there is the ‘shadow of a Trump return’ to the US presidency. As quixotic as the first Trump term was, it appears that this prior Trump term likely will be a pale shadow of how a second Trump presidency will conduct itself. There are strong indications that Trump will direct retribution on those such as the Justice Department that he believes undermined his first term as President. And there will be others. And his inconsistent nationalist-isolationist impulses will likely once again be on full display in his relations with NATO, Ukraine, Russia and China. Buckle up!  It could be very ugly. But meanwhile the shadow of his return has caused friend and foe alike to hedge their relations with the US allies, Global South and Middle Power players, and, of course, presumed foes.

So, that is one source of current harm to US leadership. Then there is the continuing determination by the Biden Administration to maintain the US sole superpower leadership role. This can also be read as the US hegemonic position in the global order. The dilemma of US leadership in a changing power order is all too evident. And it is likely to carry forward into the next administration whatever the political stripe it is.

We were alerted to this dilemma really some time ago and by none other than former National Security Advisor, H.R.McMaster. McMaster was appointed in 2017 by President Trump and after leaving office he wrote about his career in: “Battlegrounds: The Fight to Defend the Free World”. There he raised the notion of ‘strategic narcissism”. While there is some contention over whether this concept was first voiced by the great international relations theorist, Hans Morgenthau, and McMaster raises that possibility, the point is the concept itself. Morgenthau did write an essay in 1978 called, “The Roots of Narcissism,” but McMaster in his book carried the concept forward in his description of ‘strategic narcissism’. For McMaster, ‘strategic narcissism’ was:

the tendency to view the world only in relation to the United States and to assume that the future course of events depends primarily on U.S. decisions or plans.

I believe this concept and its elaboration helps us with a central concept in US foreign policy making. This framing aids us in understanding US approaches to leadership in international relations. That view was underlined in the recent piece by Ben Rhodes. It is well worth reviewing the insights provided by Rhodes in this very recent Foreign Affairs (FA) article. Rhodes has been directly involved in US foreign policy where from 2009 to 2017, he served as U.S. Deputy National Security Adviser for Strategic Communications and Speechwriting in the Obama administration. He has been close to Democratic policymaking for a long time including being close with many in the current Biden Administration. As he wrote recently in the FA piece outlining what he sees as a needed reassessment of Democratic foreign policy making:

An updated conception of U.S. leadership—one tailored to a world that has moved on from American primacy and the eccentricities of American politics—is necessary to minimize enormous risks and pursue new opportunities. … Meeting the moment requires abandoning a mindset of American primacy and recognizing that the world will be a turbulent place for years to come. Above all, it requires building a bridge to the future—not the past.

In particular Rhodes points to the Trump ability in current presidential competition to build on the negative reaction to Democratic policy making in the period after the end of Cold War and the ‘triumph’ of US leadership:

Trump has also harnessed a populist backlash to globalization from both the right and the left. Particularly since the 2008 financial crisis,

large swaths of the public in democracies have simmered with discontent over widening inequality, deindustrialization, and a perceived loss of control and lack of meaning. It is no wonder that the exemplars of post–Cold War globalization—free trade agreements, the U.S.-Chinese relationship, and the instruments of international economic cooperation itself—have become ripe targets for Trump.

And these insights also alert us to yet another weakness in the international system – the fading of multilateralism, at least formal institutions. As Rhodes points out:

Second, the old rules-based international order doesn’t really exist anymore. Sure, the laws, structures, and summits remain in place.

But core institutions such as the UN Security Council and the World Trade Organization are tied in knots by disagreements among their members. Russia is committed to disrupting U.S.-fortified norms. China is committed to building its own alternative order. On trade and industrial policy, even Washington is moving away from core tenets of post–Cold War globalization.

Even the high-water mark for multilateral action in the Biden years—support for Ukraine in its fight against Russia—remains a largely Western initiative. As the old order unravels, these overlapping blocs are competing over what will replace it.

Finally, and raised by Rhodes in his article is the Biden Administration’s turn away from free trade and access to the US market as others lower their barriers to freer trade. Protectionism has become rife under the Biden Administration guise of ‘industrial policy’ and such protectionism has been defended, I’d say promoted by Biden folks such as Jake Sullivan. As Sullivan argued early in the Administration, in fact before that in fact, he promoted quite loudly a policy for the middle class. As reported by Michigan State Representative Mari Manoogian, Sullivan urged:

In February 2021, national security advisor Jake Sullivan clearly defined the overarching theme of President Joe Biden’s foreign policy strategy as “foreign policy for the middle class.” The Chicago Council for Global Affairs contends that this Biden doctrine “recogniz[es] the linkages between American domestic strength and U.S. ability to maintain international competitiveness.” Under this new framework, foreign policy decisions, Sullivan indicated, would use the following simple rhetorical question as a basic metric for success: “Is it going to make life better, safer, and easier for working families?

But as FTs Martin Wolf has been loudly pointing out for some time in fact this is a strategy of trade protectionism cloaked within the frame of industrial policy all too frequently.  As Wolf recently wrote at his FT column:

Industrial policy works if it changes the structure of the economy in a beneficial direction. Unfortunately, there are well-known reasons why the attempt could fail. Lack of information is one. Capture by a range of special interests is another. Thus, governments may fail to pick winners, while losers may succeed in picking governments. The more money is on the table, the more the latter is likely to be true. … So, how should we assess this shift in US policy towards industrial policies, matched, on the Trumpian right, by a desire to return to the high tariffs of the late 19th and early 20th centuries?… The answer is that there are now at least three bipartisan positions: nostalgia for manufacturing; hostility to China; and indifference to the international rules that the US itself created. This, then, is a new world, one in which the international trading order could reach a breaking point quite quickly.

All of this is a dramatic threat to the stability and prosperity of the current global order.

Image Credit: E-International Relations