‘Europe Last’: How von der Leyen’s China policy traps the EU – Asia Times

Donald Trump’s returning to the White House has exposed Europe’s proper paralysis in impressive fashion. For all their lauded vision, replete with disaster programs, location papers and closed-door sessions entertainment out a second Trump administration, EU leaders find themselves now exactly where they were four years ago: ready and knocked out.

More than two months after Trump’s success, Brussels’ response has been limited to clear reassurances, dismissing his proposals as bare hypotheticals, including his very severe claims to Greenland, which threaten a member state’s regional integrity. Instead of taking important action, the EU has resorted to political hand-wringing and repurposed platitudes about atlantic unification.

However, Europe’s right-wing officials have planted their colors in the Oval Office; Italy ’s Giorgia Meloni and Hungary’s Viktor Orban have now secured their bright cards, while the EU’s conventional power brokers—Germany and France—remain sidelined. Brussels ’ humiliation was complete when the inauguration invitations went out: the EU’s institutional leadership did n’t even make the B-list.

This cracking of Western unity may not appear at a worse instant. Europe faces a delicate balancing act between its Chinese economic pursuits and American protection relationships. Some states are now positioning themselves closer to Trump, eyeing security from taxes, while others remain tied to Chinese markets, their industries greatly intertwined with Beijing’s business.

In this scenario, Ursula von der Leyen’s European Commission is stubbornly sticking to its hawkish stance on China, unaware of the mounting repercussions. All the while, Washington and Beijing could be moving toward their own détente. Trump, ever the dealmaker, might forge an early accommodation with Chinese Xi Jinping—leaving Europe isolated in a confrontation that neither America nor China desires.

In what may become a case study in diplomatic self-sabotage, Brussels has maneuvered itself into a geopolitical dead end, trapped between two colliding giants with neither the tools nor the unity to protect its interests.

The Commission has doubled down on this misguided path, firing off China-focused measures—de-risking policies, economic security frameworks, trade investigations and relentless critiques of China ’s political system—with the fervor of a convert at a revival.

Meanwhile, European industry depends increasingly on Chinese capital goods. According to Eurostat, “ When it comes to the most imported products from China, Telecommunications equipment was the first, although it went down from €63. 1 billion ( US$ 65. 6 billion ) in 2022 to €56. 3 billion in 2023. Electrical machinery and apparatus ( €36. 5 billion ) and automatic data processing machines ( €36 billion ) were the second and third most imported goods respectively. ”

Autos and other consumer goods comprise a small portion of EU imports from China and the political attention given to the automotive sector is in inverse proportion to its economic weight. Paradoxically, after years of American lobbying with European governments to exclude Chinese telecom infrastructure, it has become Europe’s single largest import from China.

Europe-China trade rose modestly in 2024. The Chinese state-run website Global Times reported on January 13, “China’s exports to the EU totaled 3,675. 1 billion yuan, a year-on-year growth of 4. 3 percent, reflecting strong European demand for Chinese goods. Imports from the EU reached 1,916. 4 billion yuan, which is down 3. 3 percent decrease from a year earlier. ”

European industry is already fully integrated into China ’s supply chains. The European Commission ’s talk about “de-risking ” belies the economic reality. Decoupling Europe from China would be like separating conjoined twins with a meat cleaver.

Despite securing her position with just 54 % support, Von der Leyen has cast China as Europe’s strategic nemesis, mirroring Washington ’s stance while disregarding the economic realities facing European businesses and undermining the continent’s geopolitical interests.

This predicament is the result of mistaking submission for strategy. Under Joe Biden, Brussels eagerly auditioned for the role of America’s most compliant ally, parroting tough talk on Beijing while neglecting to build real strategic autonomy.

The real problem is not merely following Biden—it’s the delusion that his policies should endure beyond his tenure. Under MAGA 2. 0, Europe clings to a plan that ’s bound to backfire. The 47th president is not exactly extending an olive branch to Europe, yet, inexplicably, its leaders have operated pretending otherwise.

Now, as Trump’s “America First ” doctrine roars back to life, Europe is about to learn a costly lesson: In the world of great power politics, there are no points for loyalty, only consequences for naivete.

China: Partly Malign, Security Threat, Systemic Threat

In 2024, a year when China and Europe’s institutional leadership failed to meet even once, the US-EU operation to escalate tensions with Beijing appeared meticulously choreographed.

This combative stance found its perfect expression in October, when Europe’s High Representative, Kaja Kallas, took EU diplomacy to new self-destructive heights by inventing a new category, labeling China as “partly malign”—whatever that means.

It was n’t a slip of the tongue but rather a carefully crafted written response that manages to be both inflammatory and meaningless. The same statement anointed Washington as the EU’s “most consequential partner and ally ” while ignoring the looming shadow of Trump 2. 0.

Leading EU-US-aligned think tanks proposed adding a “fourth category ” to the tripartite framework—partner, competitor, systemic rival—labeling China a “security threat ” for its alleged “support ” for Russia in Ukraine, despite Beijing’s refusal to supply lethal weapons. The move prioritized US demands over European interests, reducing complex geopolitics to simplistic binaries while villainizing China without fitting evidence.

In September, a China hawk misquoted von der Leyen to claim she viewed China as a “systemic threat ” requiring “closer transatlantic cooperation. ” Facts did n’t matter—it fit the mainstream narrative.

This rhetoric from prominent leaders and influential advisors signals a hardening stance that heightens tensions without providing viable paths for engagement or resolution. It’s a posture fit for a true military and political superpower—something Europe, under its current leadership, is far from being or achieving.

Let’s be clear about what’s really at stake. Europe’s legitimate grievances with China—the massive trade imbalance, market access restrictions, excessive dependencies, asymmetric competition with Chinese state-owned enterprises—have been buried under an avalanche of ideological posturing. Instead of addressing these concrete issues through pragmatic negotiation, Brussels opted for hostility, torching bridges that took decades to build.

By hitching its wagon to Washington ’s confrontational approach, the bloc forgot a fundamental rule of geopolitics—when two elephants clash, the grass agonizes. And in this case, Europe has enthusiastically volunteered to be the grass.

Today, the EU’s “China abandoned agenda ” collides with the “Trump factor, ” exposing a glaring tactical misstep. Trump’s first term made it crystal clear: he views the EU as an economic rival, not an ally. “The EU is possibly as bad as China, just smaller. It is terrible what they do to us, ” Trump said this week after his inauguration.

And Brussels has resolutely behaved as if this reality could be ignored. Regrettably, five years after the self-proclaimed “Geopolitical Commission ” vowed to restore Europe’s faded glory, the continent is more irrelevant than ever. Washington and Beijing dominate the global stage, while Brussels —stripped of strategy —has played the role of America’s most enthusiastic cheerleader.

The consequences of this negligence are already unfolding. Firstly, Europe has exposed itself to economic and trading pressure from both sides while gaining nothing in return, with limited leverage to negotiate favorable terms with either power.

Moreover, its blind alignment with Biden’s agenda has gutted its ability to forge an independent foreign policy—a reliance that becomes more problematic as Trump’s policies diverge sharply from European interests.

Most critically, by choosing sides in the US-China rivalry rather than maintaining strategic ambiguity, the EU has sacrificed its potential role as a political bridge-builder.

The supreme irony? When Trump starts slapping tariffs on European goods —and he will—Brussels will come crawling back to the East for relief. China, ever the pragmatist, stands ready to rescue Europe from irrelevance—certainly not out of altruism, but calculated realpolitik.

The 50th anniversary of the EU-China diplomatic association in 2025 offered a perfect opportunity for a pivot. Beijing signaled its openness to reset relations. Instead, Von der Leyen swept it under the rug, as if ignoring it might make it irrelevant. It took Xi’s call with European Council President António Costa to remind everyone that this diplomatic milestone even existed.

Brussels, therefore, faces a stark choice: continue its march toward geopolitical irrelevance or chart an independent course. The EU must confront reality. In the great power game, there are no permanent allies, only permanent interests. Until Brussels grasps this fundamental truth, it will continue to play checkers while Beijing and Washington play chess.

All in all, if Europe envisions itself as more than a collection of states, it must adopt the tenacity of a “Europe First ” strategy. It is not about rivalry or mimicry; it ’s about evolution. Trump’s “America First ” was about unapologetic leverage. When it comes to angling for America’s vantage, Trump negotiates hard with friend and foe alike.  

Likewise, from dependency to agency, Europe should frame itself as a balancing force: neither submissive nor aggressive, but a power that asserts its autonomy and compels respect from both allies and adversaries.

Sebastian Contin Trillo-Figueroa is a Hong Kong-based geopolitics strategist with a focus on Europe-Asia relations.

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Trump rekindles hope for a US-China trade deal – Asia Times

Some were bracing for an instant and terrible increase of US-China industry conflicts upon Donald Trump’s returning to the White House on January 20.  

For decades, his campaign rhetoric had hinted at violent actions targeting Chinese imports, with some fearing taxes as high as 60 % on goods flowing from the world’s second-largest market into American businesses.  

But his starting moves, though destructive, were not the sledgehammer some had anticipated. Rather, they signaled a potential way toward dialogue, leaving space for cautious optimism in Beijing and among specific industry observers.

The initial volley—a 10 % tariff threat linked to China ’s role in America’s opioid crisis, particularly in relation to fentanyl—was enough to rattle markets.   The CSI 300 index fell by 1 %, Hong Kong ’s Hang Seng slid 1. 6 %, and the onshore yen weakened somewhat against the dollar.

However, the threatened methods paled in comparison to the blanket 25 % taxes Trump announced for Mexico and Canada.   For Beijing, it seems that this caution is a sign that the door to discourse remains available, at least for today.

Strategic beginning strategy

Trump’s original techniques suggest a calculated plan. By pairing the tax risk with an exploration into China ’s broader business procedures, he has given both flanks room to maneuver.  

While this method is doubtful to remove the deep trust that has built up over years of economic opposition, it does create an opening for creative deals. Beijing, accustomed to Trump’s chaotic fashion, is no fear taking note of this recorded preface.

China ’s management appears to know that Trump’s transactional approach to international relations usually leaves space for bargains. His hinted connection of business taxes to the future of TikTok—a Chinese-controlled social media platform that has drawn scrutiny from US protection eagles —underscores this place.

A package that addresses Washington ’s safety concerns while preserving some financial ties may serve as a model for broader contracts. The Chinese authorities, now faced with a slowing economy, entrenched home problems and mounting debts forces, has little taste for a full-scale trade conflict with the US.  

The consequences from the last round of US-China price wars, which strained supply chains and weighed on development, may be new in politicians ’ thoughts. With international demand uncertain and local challenges piling up, Beijing possible sees negotiations as a way to maintain its economic perspective.

For Trump, a package with China represents a major political option. While his foundation generally celebrates his aggressive stance, it also values outcomes. A trade deal that delivers agreements on issues like intellectual property theft, morphine exports or market exposure for US firms may help Trump to claim victory without tipping the global market into conflict.

At the same time, Trump’s tendency to view economic policy through the lens of personal branding complicates the picture. His willingness to reverse course or shift priorities based on perceived political gains could undermine the consistency needed for successful negotiations.  

Yet, this unpredictability may also work in his favor, creating opportunities to extract concessions from Beijing in exchange for scaling back his more extreme threats. The critical question now is what kind of deal would satisfy both sides.  

For the US, a meaningful agreement would need to address longstanding grievances such as forced technology transfers, intellectual property theft and the two sides ’ yawning trade imbalance. For China, the priority will be securing relief from tariffs while preserving its sovereign control over key industries and technologies.

One possible area of compromise could be technology regulation.   If Beijing agrees to stricter controls on data security, Washington might ease restrictions on Chinese tech companies now operating in the US, not least TikTok. Another potential avenue is joint commitments to supply chain resilience, which could help both economies weather future disruptions while fostering a sense of mutual benefit.

Risks to optimism

Of course, the risks to a potential deal remain significant. Trump’s unpredictability and penchant for last-minute demands could derail progress, as could hardliners on both sides who view compromise as weakness. Additionally, any agreement would need to address deep-seated structural issues, a task that may prove too complex for short-term diplomacy.

There is also the matter of trust—or the lack thereof. Years of tension have left both sides wary of each other’s intentions. And any agreement would likely face scrutiny from domestic constituencies eager to portray the other side as an unreliable partner.

Still, the mere possibility of negotiations has provided a glimmer of hope in an otherwise fraught relationship. For markets, Trump’s softer-than-expected opening has already delivered a sense of relief, even as uncertainty lingers. For businesses, it suggests that a return to the trade chaos of years past is not yet a done deal.

Ultimately, the road to a deal will be fraught with challenges. But the fact that both sides appear willing to engage in dialogue is a positive sign. Trump’s approach, while far from conciliatory, leaves room for pragmatism.  

For Beijing, the focus will be on crafting a deal that stabilizes its economy without conceding too much ground. For Washington, the challenge will be to balance toughness with the need for tangible results.

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Delusion of de-escalation on the China-India border – Asia Times

In late October 2024, India and China began implementing what was touted as a monument alliance to de-escalate conflicts along their disputed Himalayan border, a place known as the Line of Actual Control, or LAC.

The deal, forged ahead of a conference between Chinese President Xi Jinping and Indian Prime Minister Narendra Modi, marking the leaders ’ first official talks in five years, included provisions for army pullbacks, dismantlement of temporary facilities and a return to 2020 monitoring trends in contested places such as Depsang and Demchok in eastern Ladakh.

Though touted at the time as the biggest thaw in relations since deadly high-mountain conflicts in the Galwan Valley in 2020, decades later, the partnership is proving more metaphorical than meaningful in addressing rooted issues and ensuring meaningful application.

Beneath the surface of this diplomatic facade lies a glaring contradiction where, on one hand, both sides publicly advocate peace, and on the other hand, their actions reveal a steadfast commitment to military preparedness and geopolitical rivalry.

The stark disconnect between the rhetoric of de-escalation and the realities on the ground underscores the hollow nature of the supposed breakthrough agreement. Aggressive military buildups are still in full effect for both countries along the LAC.

Using its “dual-use” infrastructure strategy, China has been building new villages and military outposts near the contested border. These sites, concealed as civilian infrastructure, boost China ’s capacity to quickly deploy forces and consolidate its control of contested territories.

At the same time, India has expedited its own infrastructure drive, including the construction of the Sela Tunnel, which ensures all-weather access to northeastern border regions. Far from a move toward genuine disengagement, this parallel buildup indicates that both sides are still preparing for the possibility of future confrontations.

Moreover, the so-called restoration of pre-2020 patrols raises doubts. India and China have fundamentally different interpretations of the LAC, and previous agreements to clarify the boundary have failed.

This ambiguity allows both nations to claim compliance while continuing to pursue their strategic objectives. Without a clear and enforceable mechanism to verify troop withdrawals and patrolling rights, the agreement has become an exercise in political theater rather than a genuine step toward resolution.

Similarly, China ’s recently unveiled plan to build the world’s largest hydropower dam on the Brahmaputra River presents a strategic threat to India. Located near Arunachal Pradesh, once operational, the dam will enable China to control water flows critical to millions of people in India’s remote northeast, threatening agriculture, water security and hydropower. This leverage will exacerbate India’s vulnerabilities.

While India is monitoring the project and planning countermeasures, the growing geopolitical imbalance highlights China ’s dominance in South Asia’s water politics. India also views China ’s assertiveness in the Global South and Indo-Pacific with growing unease, while China is wary of India’s rising aspirations for global recognition and its deepening ties with the West.

These conflicting interests make a comprehensive Himalayan reconciliation unlikely, leaving the agreement as little more than a tactical pause in an enduring standoff that has badly damaged broad relations, including crucially at the commercial level.

Ultimately, The India-China border agreement is a case of diplomacy without commitment. Both nations continue to prepare for conflict even as they talk of peace, rendering the agreement a contradiction in itself.

It shows clearly that agreements like these cannot be mistaken for strategic resets. Genuine peace requires not just words but actions that address the deep-rooted mistrust and conflicting ambitions that drive the rivalry, dating back to a border war in 1962.

Until then, Asia’s two largest nations will remain locked in a precarious and uneasy coexistence, with agreements serving as temporary bandages rather than lasting solutions to problems with the potential to become major destabilizing flashpoints.

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LA fires, climate change and the coming collapse of insurance – Asia Times

The destructive wildfires in Los Angeles have made one danger very clear: Climate change is undermining the healthcare systems National people rely on to protect themselves from catastrophes. This breakdown is starting to be painfully obvious as families and communities fight to recover.

But another threat remains less recognized: This collapse may present a threat to the stability of financial markets well beyond the reach of the flames.

It’s been widely accepted for more than a decade that mankind has three choices when it comes to responding to climate challenges: react, abate or experience. As an expert in economy and the atmosphere, I know that some level of suffering is expected — after all, people have now raised the average global temperature by 1. 6 degree Fahrenheit, or 2. 9 degrees Celsius. That’s why it ’s so essential to own working insurance industry.

While insurance firms are usually cast as monsters, when the program works well, carriers play an important role in improving social security. When an insurer sets prices that properly reflect and communicate risk — what economists call “actuarially fair insurance ” — that helps people communicate risk quickly, leaving every personal safer and society much away.

But the size and strength of the Southern California fires — linked in part to climate change, including record-high global temperatures in 2023 and again in 2024 — has brought a huge problem into focus: In a world impacted by increasing weather danger, standard insurance models no longer use.

How climate change broke insurance

Historically, the insurance system has worked by relying on experts who study records of past events to estimate how likely it is that a covered event might happen. They then use this information to determine how much to charge a given policyholder. This is called “pricing the risk. ”

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Many California wildfire survivors face insurance struggles, as this CBS Evening News report shows.

When Americans try to borrow money to buy a home, they expect that mortgage lenders will make them purchase and maintain a certain level of homeowners insurance coverage, even if they chose to self-insure against unlikely additional losses.

But thanks to climate change, risks are increasingly difficult to measure, and costs are increasingly catastrophic. It seems clear to me that a new paradigm is needed.

California provided the beginnings of such a paradigm with its Fair Access to Insurance program, known as FAIR. When it was created in 1968, its authors expected that it would provide insurance coverage for the few owners who were unable to get normal policies because they faced special risks from exposure to unusual weather and local climates.

But the program’s coverage is capped at US$ 500,000 per property – well below the losses that thousands of Los Angeles residents are experiencing right now. Total losses from the wildfires ’ first week alone are estimated to exceed$ 250 billion.

How insurance could break the economy

This state of affairs is n’t just dangerous for homeowners and communities — it could create widespread financial instability. And it ’s not just me making this point. For the past several years, central bankers at home and abroad have raised similar concerns. So let’s talk about the risks of large-scale financial contagion.

Anyone who remembers the Great Recession of 2007-2009 knows that seemingly localized problems can snowball.

In that event, the value of opaque bundles of real estate derivatives collapsed from artificial and unsustainable highs, leaving millions of mortgages around the US “underwater. ” These properties were no longer valued above owners ’ mortgage liabilities, so their best choice was simply to walk away from the obligation to make their monthly payments.

Lenders were forced to foreclose, often at an enormous loss, and the collapse of real estate markets across the US created a global recession that affected financial stability around the world.

Forewarned by that experience, the US Federal Reserve Board wrote in 2020 that “features of climate change can also increase financial system vulnerabilities. ” The central bank noted that uncertainty and disagreement about climate risks can lead to sudden declines in asset values, leaving people and businesses vulnerable.

At that time, the Fed had a specific climate-based example of a not-implausible contagion in mind – global risks from sudden large increases in global sea level rise over something like 20 years. A collapse of the West Antarctic Ice Sheet could create such an event, and coastlines around the world would not have enough time to adapt.

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In a 2020 press conference, Federal Reserve Chair Jerome Powell discusses climate change and financial stability.

The Fed now has another scenario to consider – one that ’s not hypothetical.

It recently put US banks through “stress tests ” to gauge their vulnerability to climate risks. In these exercises, the Fed asked member banks to respond to hypothetical but not-implausible climate-based contagion scenarios that would threaten the stability of the entire system.

We will now see if the plans borne of those stress tests can work in the face of enormous wildfires burning throughout an urban area that ’s also a financial, cultural and entertainment center of the world.

Gary W Yohe is Huffington Foundation professor of economics and environmental studies, Wesleyan University

This article is republished from The Conversation under a Creative Commons license. Read the original article.

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US and Spain careening toward a strategic breakdown – Asia Times

Under the Trump presidency, the future of US-Spain relationships appears to be moving along a way to fix a proper conundrum. On the one hand, the American and Spanish security and intelligence communities communicate a genuine desire to enhance and deepen their bilateral safety agreement.

For Madrid, that stems from the strategic calculus that it is better to hedge with the United States to avoid overdependence, misalignment, and uncertainty in Spain-European Union ( EU) relations. For Washington, that stems from the social essential for greater corporate independence in Europe and increased burden-sharing in North Africa and the Sahel.

On the other hand, the Americans and Spanish find themselves on opposite sides of the political debates over the spending targets for North Atlantic Treaty Organization ( NATO ) member states, ongoing military operations by the Israeli Defense Forces in the Gaza Strip and West Bank, and the impact of Silicon Valley on democracy.

The concern for both countries is that it is clear that there are significant events on the horizon, quite as NATO Summit 2025 and South Africa ’s massacre circumstance against Israel trials, that will provide huge policy windows for the Trump administration and the 119th United States Congress to work on their problems.  

The US National Security Council may, therefore, try to take some stress out of the program by engaging in strategic partnership control in a way that strikes the right stability between political grievances and geopolitical interests on both sides.  

One option that they should consider is to immediately relocate select military units from Naval Station Rota ( Spain ) to Ksar Saghir Naval Base ( Morocco ). That includes the Fleet Anti-Terrorism Security Team ( FAST ) Company Europe. That move do have distinct advantages.

Second, it may solve a communications magnification concern for the White House. Next, it would take an earlier message to the Government of Spain that the strategic relationship is in danger of a break. Third, it would provide a mechanism for broadening and deepening security cooperation between Morocco and the United States, which will be necessary if the Trump administration chooses to abandon the strategic partnership with Spain.

Since the September 11, 2001 terror attacks, there has generally been a strong bilateral security relationship between Spain and the United States. In terms of security cooperation, the Government of Spain has regularly deployed its armed forces to fight alongside the United States and other NATO member states.

Examples include Afghanistan, Iraq, and Libya. The Government of Spain has also deployed its armed forces to conduct large-scale non-traditional security operations with the United States and other NATO member states. Examples include Libya, Somalia, and Yemen.

In terms of global posture, Spain hosts an important node in the American overseas basing network. Naval Station Rota ( NS Rota ) is a critical node for logistical support and strategic presence in Europe and Africa. Among other things, NS Rota hosts Fleet Anti-Terrorism Security Team ( FAST ) Company Europe.

FAST Company Europe is responsible for providing security forces for strategic weapons and rapid response and forward-deployed expeditionary anti-terrorism security forces in large parts of Europe and Africa. This includes evacuations of US diplomatic posts in times of crisis.

That said, there have been some major hiccups in the strategic partnership along the way. One occurred during the first Trump administration. That was over the extension of NS Rota. At the time, the Government of Spain sought to use that extension as leverage in bilateral trade negotiations. That did not go over well with The White House.

Strategic autonomy

Although the prime minister of Spain, Pedro Sanchez, once declared that he is “a militant pro-European, ” the Government of Spain has found it difficult to pursue its national interests and adopt a foreign policy of its preference solely through the European Union ( EU) and NATO.

His problem is that Spain’s national security and foreign policy interests are not fully aligned with the national security and foreign policy interests of other major European and NATO powers ( e. g. , France, Germany, Italy, Poland and Turkey ). To compound matters, Spanish citizens tend to have extremely unrealistic preferences for their government on matters of national security and foreign policy.

Examples include a strong desire for the establishment of a common foreign policy and a “true European army. ” As a consequence, the Sanchez administration faces a multidimensional challenge that is preventing his government from being able to “claim” what it perceives to be Spain’s rightful place in the international system.

Under the Trump administration, this dilemma presents a strong incentive for the Sanchez administration to try to pursue national interests and adopt a foreign policy of its preference with much less dependence on either the EU or NATO. That begs the question of how best to achieve such strategic autonomy given the scarce resources at Sanchez’s disposal.

One option would be for his administration to pursue greater strategic autonomy through increased hedging in North Africa and the Sahel. At present, most European countries are single mindedly transfixed on events unfolding in Eastern Europe and the Middle East.

Meanwhile, Spain is watching the balance of power shift radically in North Africa and the Sahel with great apprehension. On the descent are the French, who have now been effectively expelled from their former colonial possessions across the Sahel.

This has left a strategic void throughout the region that other powers have sought to exploit in different ways. Some are internal powers like Algeria and Morocco. Others are external powers such as China, Israel, Qatar, Russia, Saudi Arabia, Turkey and the United Arab Emirates.

In Italy and Spain, this power struggle is viewed as a serious risk to their national security and foreign policy interests. The Sanchez administration, therefore, needs to try to mitigate these risks. Despite Sanchez’s personal animosity toward President Trump and “ultra-Right wing American billionaires, ” the most obvious option would be to try to broaden and deepen its strategic partnership with the United States.

The problem is that the Trump administration does not respond well to world leaders who launch public attacks on his supporters. Nor does the National Security Council want to repeat the past mistakes of the Elysee Palace.

The Trump administration faces its own strategic conundrum. The White House knows that there is a clear and present strategic imperative to fill the power projection void that currently exists in North Africa and the Sahel. However, it does want to take on more financial burdens for American taxpayers in the process.

Faced with this two-way pull, the Trump administration has a strong incentive to search for allies and partners who are willing and able to assume a large part of the burden at their own expense. Finding the right allies and partners will prove difficult, though.

There might be some interest in the NATO bloc from Turkey. There might also be some interest in the Major Non-NATO Ally bloc from Israel, Morocco, and Qatar. And there might be some interest in the Gulf Cooperation Council from Saudi Arabia and the United Arab Emirates.

However, all of these options come with strings attached. Some also come with daggers drawn. Whatever choice is made, none would be seen as a perfect substitute for the United States in the eyes of the Spanish military and intelligence agencies.

Some will not have sufficient power to be able to stabilize the region. Others may have sufficient power but their national security and foreign policy interests will not be well-aligned with the Government of Spain and the Spanish Royal Family.

If the Trump administration offloads the alliance burden inherited from the French onto others, then it is reasonable to expect that the Sanchez administration will pursue secondary against those American burden-sharing partners.

That would interject more complexity into US-Spain relations, which would run the risk of further destabilizing the strategic partnership.

American grievances

The problem with multi-level hedging is that there is already a lot of tension in US-Spain relations without it. On the American side, this largely stems from two major grievances.

First, there is strong opposition against the failure of the Sanchez administration to act on spending targets for NATO member states. In 2024, the Government of Spain reportedly spent a meager 1. 3 % of its gross domestic product ( GDP ) on defense expenditures. Without adjustments, that puts Spain “dead last ” among NATO member states.

That reality stands in sharp contrast to the 5 % target that has been set by President Trump. Second, there is equally strong opposition against the choices made by the Sanchez administration about how to respond to Israeli military operations in the Gaza Strip.

Over the last year, the Government of Spain has recognized the State of Palestine. It has intervened in the South African genocide case against Israel before the International Court of Justice ( ICJ). And it has reportedly blocked “American-flagged ships from using its ports because it believed the vessels were carrying military equipment to Israel. ”

These moves have infuriated both Israel and the United States. As evidence, the Israeli Foreign Minister Israel Katz sent the following message to the Spanish prime minister on X: “Hamas thanks you for your service. ” In the coming months, the Spanish response is likely to draw renewed criticism from the Trump administration and 119th Congress for these moves.

The Government of Israel has asked members of Congress to put as much pressure as possible on South Africa to drop the case. Now, there are efforts well underway to impose Global Magnitsky Act sanctions on South African elites who have committed corruption and human rights violations. That includes providing material support to Hamas, Hezbollah and other Iranian proxies.

If the first day of the second term of the Trump administration is any indication, winter is coming hard and fast for US-Spain relations too. Speaking at a technology industry conference, Prime Minister Sanchez went on the offensive against the “Silicon Valley techno caste” that he claims threatens democratic institutions.

According to Sanchez, Elon Musk and others are “trying to exercise absolute power over social media in order to control public discourse and as a result, government action in the west. ” For that reason, Sanchez urged other world leaders to “rebel and consider alternatives. ”

On the other side of the Atlantic, President Trump appeared to take his own jabs at the Sanchez administration. During a press conference at the Oval Office, Trump referred to Spain as “a BRICS nation. ” He then issued what appeared to be a thinly veiled threat: “Spain. Do you know what a BRICS nation is? You’ll figure it out. ”

Whatever the message President Trump was trying to convey, it ’s safe to assume that coercive measures against Spain are being discussed over the NATO spending thresholds and ICJ case in The White House and 119th US Congress. One should expect that those options will include some in-kind response to Sanchez’s attacks on Trump supporters.

If so, then the Trump administration could try to take a page out of the playbook for South Africa– a BRICS member state – and use Magnitsky sanction requests to try to expose Spanish elites who have committed corruption.

Proactive relationship management

With a cold front fast approaching, time is running out for both sides to course correct before there is a severe breakdown in the strategic partnership.

On that note, the Trump administration should take the initiative and immediately start imposing graduated pressure on the Sanchez administration to more fully align with the national security and foreign policy interests of the United States.

One way to send such a signal would be to immediately relocate a small number of Rota-based military units to Morocco. These units should include FAST Company Europe. Such a move would have the following benefits.

First, it would mitigate the following risk. If there was an attack on a US diplomatic or military footprint by Hamas or another Iranian-backed terrorist organization within the areas of responsibility of the US Africa Command or US European Command, then the US Department of Defense might have to deploy FAST Company Europe from NS Rota.

That, in turn, might spur criticism from American and Israeli foreign policy experts who believe that the Sanchez administration has frustrated their efforts to eliminate these very organizations.

Second, it would send an unambiguous signal to the Government of Spain that the strategic partnership is in jeopardy. However, that signal would be so loud that it deafens both sides. That would open the door to conflict resolution efforts that might help to salvage the future of US-Spain relations.

Third, forward-deployed crisis response operations would provide a useful mechanism for broadening and deepening security cooperation between the militaries, foreign services and intelligence agencies of Morocco and the United States. For the Trump administration, that makes sense either way. Morocco is becoming an even more important security partner for Europeans and the United States “in the crisis-ridden Sahel. ”

However, it could also prove pivotal if the Trump administration makes the decision to freeze the strategic partnership between Spain and the United States.

Michael Walsh is an Affiliated Research Fellow at the Lasky Center für Transatlantische Studien at the Ludwig-Maximilians-Universität München. He is also a Non-Resident Senior Fellow in the Africa Program at the Foreign Policy Research Institute. The views expressed here are his own.  

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The real insurrectionists in South Korea – Asia Times

When South Korean President Yoon Suk Yeol issued his now-infamous military law order in the early days of December 3, 2024, it seemed to some spectators that his fate was sealed. With no obvious cause for the order beyond reining in some stubborn lawmakers in the legislature, Yoon’s military legislation move looked like a large overreaction.

While reserving assessment on whether the senator ’s steps were unconstitutional, without having exhausted various social options, we argued at the time that Yoon’s martial law was a social misstep.

Also if Yoon survived the following impeachment trials, we wrote, he had consigned his administration to everlasting lame-duck status—a much fade-out into obscurity. And thus, it seemed to us then, the post-martial-law Yoon administration had limp along in humiliation.

But one factor stays regular then and now. A military law charter is a social problem, one made at the choice of the chief executive. Recall that when Yoon declared martial law on December 3, he was doing so as the sitting president. Martial laws is something he had every right to declare. But, there was never any large legal question at play in that regard.

Whether declaring martial law without an apparent reasonable reason amounts to an egregious illegal act–that is, an indictable offense–is a problem for the Constitutional Court to handle. Also, whether Yoon’s martial law order constitutes an act of rebellion, as opposition parties but claim, is a question for the same court and judicial authorities to handle.

To that end, the issue surrounding Yoon’s December 3 charter is fully liquid under the local law and regulation. It should have begun and ended as a simple problem of what is allowed under the Constitution.

But Yoon’s opponents–namely the opposition Democratic Party and the analytical company probing Yoon–have changed the margins. If something, their decision to aggressively rise tensions in response to Yoon’s military law strategy has inadvertently bolstered the explanation for its necessity.

Let’s begin with the Corruption Investigation Office for High-ranking Officials ’ ( CIO ) fixation on arresting a sitting president on allegations of inciting an insurrection. After one failed effort, the CIO on January 15 apprehended Yoon from his house under a controversial permit issued by the Seoul Western District Court.

Four days later, determine Cha Eun-kyung from the same judge granted a proper imprisonment of the leader, extending the incarceration for another 20 times, including the original 48 hours allowed under local law.  

Besides the exceptional nature of for warrants in North Korean story, they are almost certainly unlawful. The CIO, first and foremost, does not have authority to investigate the leader on rebellion costs.

This analytical agency was created in 2020 under the communist Moon Jae-in management, which sought to grip in the trial, an entity the left had usually viewed as overwhelmed. By its own rules, the CIO’s power is confined to investigating high-ranking officials, notably courts, public prosecution and police officers, for fraud and the like.

But to gain an upper hand in a turf war among other investigative agencies over this “case of the century, ” the CIO pressed forward with absurd reasoning that it had the right to probe the president for abuse of power, with insurrection charges being a natural extension of that crime.

In other words, the CIO decided that Yoon was guilty of insurrection–even before the CIO arrested him for it–and then used that presumption of guilt to justify an expansion of its scope of power to include a sitting president.

Even more astounding, the courts actually bought their argument. Two judges issued arrest warrants and one recently granted a formal arrest warrant against Yoon by ignoring the Criminal Procedure Act and never addressing exactly how the CIO has jurisdiction over the case.

More egregiously, during the execution of the second arrest warrant on January 15, the CIO and its authorities reportedly coerced the military commander at the presidential residence into authorizing their entrance.

According to news reports, this was done using falsified documents. The paperwork lacked the required seal of the Presidential Security Service’s chief, and instead, an unrelated scrap of paper bearing the stamp of a military commander was affixed to the official document, rendering the entire arrest procedurally invalid.

As if detaining Yoon weren’t enough, the CIO has lately escalated matters by preventing the president from meeting anyone other than his attorneys—not even his wife, the First Lady. And all this is taking place as Yoon’s trial at the Constitutional Court, determining whether he will be reinstated or formally removed from office, is pending decision.

For his part, Yoon is rightly pushing back. This is a classic example of the fruit of the poisonous tree: if the source ( CIO’s jurisdictional overreach and illegal warrants ) is tainted, everything derived from it is inherently compromised.

The chaos unleashed by the CIO is only half the story, however. Let us now turn our attention to the madcap maneuvers of the main opposition Democratic Party and their run-amok impeachment obsession.

Since the December 3 martial law declaration, the party has impeached President Yoon and the first acting president Prime Minister Han Duk-soo, the latter under an arbitrary rule set by the speaker of the parliament from the Democratic Party.

They have even gone so far as to threaten impeachment against the current acting president Choi Sang-mok and everyone in the line of succession if their demands are not met. This is on top of some two dozen impeachment motions against state officials and prosecutors filed by the Democratic Party since Yoon’s inauguration in May 2022. Several prosecutors involved in the ongoing probes into opposition leader Lee were also impeached.

For the past six weeks, moreover, the Democratic Party has relentlessly promoted the notion that Yoon incited insurrection on December 3, aggressively shaping the narrative for public consumption. But perhaps realizing the uphill battle of proving insurrection—a charge with a high burden of proof and in Yoon’s case very little proof—they are now pivoting away from it.

Rather, they have amended articles of impeachment to claim that Yoon failed to follow proper procedures when declaring martial law. This is quite the about-face for a party that, just a while ago, was steadfast in accusing Yoon of spearheading an insurrection, deploying the term as if it were a mantra and repeating it 29 times in their impeachment article.

What, then, is driving the Democratic Party’s perilous behavior? Beyond their clear intent to end a conservative presidency, they are seizing this moment to pave an unobstructed path for their leader, Lee, to ascend to the helm.

With two of Lee’s liberal rivals, Cho Kuk and Song Young-gil, recently imprisoned, and no viable contender emerging from the ruling party, Yoon’s fall would all but ensure Lee’s rise. For this reason, the party is intent on crushing any attempts to sabotage their plan, even if it means further elevating the tension already paralyzing South Korean society and politics.

Earlier this month, the Democratic Party unveiled the Minju Police Box, an online platform inviting citizens to report individuals for allegedly spreading false information about the December 3 martial law declaration. Unsurprisingly, what qualifies as false information remains entirely subjective.

Despite mounting criticism over censorship, the opposition has doubled down, pledging to track and pursue legal action against those accused of conspiring in an insurrection by spreading “false claims. ”

One opposition lawmaker has even floated the idea of monitoring Kakaotalk, South Korea’s most widely used messaging app. Already, the party has filed police complaints against ten conservative Youtubers and several ruling party lawmakers.

But perhaps what the opposition party and the CIO have overlooked in their calculations is the very real possibility that their hotheaded pursuits could spectacularly backfire–which they clearly have.

Yoon’s supporters, who initially seemed to have been taken aback by Yoon’s declaration of martial law and resigned to the political consequences of that seemingly rash decision, are rallying decisively to his defense.

The South Korean electorate appears to have seen through the opposition’s facade. The president ’s ratings have now surpassed 50 % and the ruling People Power Party’s ratings have overtaken that of the opposition Democratic Party.

By escalating the martial law issue by means of injudicious use of judicial authority, the South Korean oppositionists have, ironically, sidelined the martial law issue and energized Yoon’s base like never before.

The tables have turned. The left is caught in a political whirlpool over the martial law debacle, while the right is taking the moral high ground, fighting for the survival of the country.

Because the calculus is different now, most South Korean conservatives are no longer concerned with the fate of Yoon alone but also with that of the constitutional order. South Korea, it would seem, is undergoing a coup d’etat by the left seeking to overwhelm executive power with judicial power applied in entirely dubious ways.

Many are in South Korea are thus asking the question: who are the real insurrectionists?

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Taking Taiwan: Will Xi or won’t Xi? – Asia Times

Taiwanese leader Xi Jinping has been evident that he intends to acquire Taiwan – one way or another. He has great causes. It may create Xi as one of the gods by accomplishing anything Mao Tse Tung was n’t.

By taking Taiwan, China breaks through the first island chain – the island countries stretching from Japan to Taiwan and on to the Philippines and Malaysia – that inhibit China ’s freedom of entry to the Pacific and beyond. Break the chain and the Army finally gets quick access to the Pacific and potentially can encompass Japan, cut off Australia and proceed forward. These are functional rewards.

As essential are the social and psychological benefits. Consider Taiwan and Beijing has demonstrated the US government had n’t save the 23 million free citizens of Taiwan. Neither had American economic and financial stress. And US nuclear weapons did n’t stop China both.

In assets all over Asia, the calculus will shift and many will reduce the best offers they can and change “red ” immediately rather than attempt to resist Chinese pressure on their own. The United States may be finished as a Western power. And worldwide nobody will believe a US guarantee of protection – explicit or implicit.

Is China taking Taiwan?

The late released 2024 US Department of Defense  China Military Power Report  presents a bleak portrait of a rapidly developing Chinese government. But the report  assesses  that while Taiwan is a primary goal, the Chinese government really is n’t ready for procedures against the beach.  

No matter how many progress the Army makes, it seems it ’s not quite ready to attack Taiwan. China specialists can rattling off the reasons why a Taiwanese assault on Taiwan won’t be coming in the near future.

Here’s the lotto cards of reasons. And why, probably, the claims may not be all they seem.

1.     There are only two little windows during the year ( April and October ) when the weather is good enough for an invasion force to get across the Taiwan Strait.

When asked about this, a Chinese works noted: “Look at the bridge schedule. They run all time. ”  And someone should include told Dwight Eisenhower about the climate in June 1944. He just needed 72 hrs of good wind to get across the English Channel.

2.   Only a small quantity of small beaches on Taiwan’s western coast are suitable for an aquatic landing.

Marine forces sometimes don’t have much of a beach…or one at all…if you ’ve struck the keeper tight enough or deceived him. The U. S. Marines pushed a division across a beach about 200 yards wide in one day at Tinian in 1944. And amphibious operations include troops delivered by helicopter, airborne, and infiltrated in advance along with fifth columnists.

3.   PLA needs to seize a port – and that’ll never happen because 1 ) it ’s a port and Taiwan is presumably defending it; 2 ) The Chinese are not smart enough to have their fifth column, including organized crime, already in place to up up, say, Kaosiung.

The “barges ” China is  building  can, in combination with redundant ships, be used to build breakwaters and other components of an artificial port.

4.   PLA has n’t got the “lift ” – enough ships – to take troops and equipment across the strait.

A Marine Corps University professor in the late 2010’s had a PowerPoint presentation making this case. He was counting the wrong ships. Add in “old ” amphibious ships and civilian ships and boats that were integrated under the “military-civil fusion ” doctrine and the PLA had plenty of lift. It’s got even more now. And the world’s second-largest merchant marine has more than enough shipping to deliver up to six brigades and 60 days of supplies ( particularly if they build an artificial harbor ).

5.     Amphibious operations are the hardest, most complex military operation known to man.

This argument boils down to “the Chinese just aren’t as smart as us. ”  That’s mistaken, and when it comes to amphibious operations, read Toshi Yoshihara’s  book  on how they performed in the Chinese Civil War.

6. PLA can’t do joint operations.

Look at recent exercises and ongoing training. They’re getting better. In fact, they’ve been doing joint training for going on two decades and intensely since Xi came to power 12 years ago. And you don’t have to be perfect. Just good enough to do a specific task in a specific place.

7.     PLA can’t do “joint logistics over-the-shore.

Once again, the Chinese aren’t smart enough and can’t possibly be our equals.

8.     The PLAN has aircraft carriers but they’re nowhere near our level.

Do you see a pattern? The Chinese aren’t intelligent or capable enough. Just as was said about the Japanese in 1941. Remember, the PLA’s carriers will be operating within and along the edge of the First Island Chain and with the support of the PLAAF and PLA Rocket Force.

9.   PLA has n’t got combat experience.

Neither does the US Navy, except against the Houthi Navy. And the rest of the US military has n’t fought a high-end opponent in decades.

10.   The PLA is corrupt.

Andrew Erickson at the Naval War College gets it  right: “If Xi and the PLA were in the disarray that some myopically focused on their system’s chronic corruption imagine, there’s no way China ’s military could be developing, deploying, exercising and otherwise preparing in the ways that the CMPR chronicles. ”

11.   Xi Jinping can’t trust his generals and admirals.

Neither could Hitler or Stalin. One almost got to Moscow. The other took Berlin.

12.   The PLA is “restive” and pushing back at Xi’s efforts to give himself total power.

Have we ever seen any real evidence that any PLA officer has “pushed back”? And on our side, how many US Navy admirals pushed back against the systematic degrading of their service’s capabilities over the last 30 years? It was also said before 1939 that the Wehrmacht Generals – the elite of the elite – would never actually let “that Corporal” run things.

13.   The Chinese can’t innovate. They can only copy.

There’s “Chinese ingenuity ” just as there was “Yankee ingenuity. ” It works well enough, no matter who invented the thing improved upon. the PLA Strategic Rocket Force has been very innovative…anyone heard of the DF-21D, DF-26, and DF-17? Or the new Type 076 amphibious assault carrier that is going to carry and launch drones, fixed wing and helicopters and put amphibious vehicles on the beach?

14.   PLA officers and NCOs  won’t take the initiative  – like ours will.

Maybe. But have you ever heard a Korean War vet say he wanted to fight the Chinese again?

15.   China won’t attack Taiwan until 2027, 2035, 2049.

It’s always some years off. Xi is said to have told his military to be ready to go against Taiwan by 2027. In fact, Hu Jintao in 2008 and Xi in 2013 ordered the PLA to be ready to take Taiwan in 2020.

The shoe could drop at any time. Would Xi really tell us his attack date in advance? Remember that the British assessed in the 1930s that Germany would not be ready to fight a war until 1943.

16.   China has so many one-child families that Xi would n’t dare attack.

The popular anger over families losing their only child would be too hard for Xi and CCP leaders to handle, it is argued. But make them “heroes of the revolution ” and provide a house and a handsome pension – and complaints about it disappear.

17.   Economic costs would be too high.

Tough, yes, but Xi is sanctions-proofing the country. And he’s telling his people to toughen up and get ready for what’s coming. What is never discussed is the economic benefits that taking Taiwan and establishing the PRC’s global domination over the global trading system would mean for the PRC. It is always viewed in the negative…but they don’t consider that Xi and the CCP see it as a step towards economic supremacy.

18.     The blow to China ’s reputation will be too high.

As if the CCP cares about its reputation. If the CCP does n’t mind the flack that comes from taking organs out of live prisoners and selling them, the criticism from taking Taiwan won’t move the needle much. Nor is there likely to be much. Who is still talking about the subjugation of Tibet or the strangling of Hong Kong?

19.   Taiwan has a million reservists.

999,000 of whom get about four days of training a year.

20. Taiwan’s military and civilians will fight like tigers.

Maybe. But the Taiwanese may not be the Ukrainians or the Finns, especially if outside support does n’t come quickly.

21.   Taiwan has mountains. Mountain combat is tough.

Just too hard for the Chinese, it seems. However, selected PLA brigades train in the mountains annually and unless there is a war with India, they might be deployed to Taiwan after the beaches are secure.

22.   Taiwan has cities. Urban combat is tough.

The Americans, the Russians and many others have figured out urban combat. But it ’s too hard for the Chinese?

23. The US military has a qualitative superiority with its hardware, training and experience.

The French thought ‘elan’ would overcome the German Maxim guns in 1914. It did n’t. They also had faith in the fact their tanks were superior in 1940. And these days, America’s technological superiority is eroding almost daily.

24.     The U. S. military calculated that taking Formosa from the Japanese in 1944/1945 would have been a herculean effort.

True. But perhaps Xi thinks it ’s worth it for him. And what he thinks matters. And it probably is worth more to the PRC and Xi these days than Formosa was to the US in 1944/1945.

Also, let’s not forget that our invasion force had to travel 1,200 nautical miles to the invasion beaches on Taiwan versus 120nm for the PLA. We only had carriers for air support for the first week. Again, the PLA has the full strength of the Eastern and Southern Theater Command Air Forces as well as the PLARF ( PLA Rocket Force ). We had nothing to compare to the PLARF in 1944-45.

25.     The American invasion of Sicily in 1943 was really hard…so the PLA can’t possibly do an invasion of Taiwan.

Really. One fellow  wrote  a piece about this a few years ago.

26.     The Japanese will step in.

With what? And not if Japan’s business community and the “Ministry of Foreign Affairs ” “China club” and the “political class ” China sympathizers have anything to say about it.

These are all practical articles of faith for a sizeable chunk of the US China analyst community. And they create  “threat deflation ” – as retired US Navy Captain James Fanell and Dr Bradley Thayer call it – that justifies complacency.

It is, of course, possible that some combination of these reasons may dissuade Xi Jinping from attacking Taiwan. And nothing in war is easy– not least an assault across the Taiwan Strait.

But one imagines a similar “bingo card ” could have been created to demonstrate why the Chinese would n’t or could n’t attack across the Yalu River into Korea in 1950. It’s equally dangerous to underestimate the PRC in 2025.

So, the United States has a choice: start acting like the threat to Taiwan ( and to us ) is immediate and not a couple of years or more into the future – and move a lot faster.

Or, if that ’s too hard, just read and re-read reasons 1-26 until you are lulled into a comfortable stupor. No points for guessing which one Xi would prefer.


Grant Newsham  is a retired US Marine officer and senior fellow at The Center for Security Policy, The Japan Forum for Strategic Studies and The Yorktown Institute. He is the author of  When China Attacks: A Warning to America. This article first appeared on RealClear Defense and is republished with the author’s kind permission.

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A Korean-style armistice for Ukraine? – Asia Times

​The New York Times reports that US officials are planning to propose an “armistice ” for Ukraine, allegedly similar to how the Korean War ended in 1953. Nevertheless, an Armistice Partnership like the Asian one does not coincide with Russia’s targets and perhaps can’t be achieved if limited to a ceasefire.

The 1953 agreement was reached after hard discussions that involved the United States, North Korea, South Korea, China, the former Soviet Union and United Nations troops. Its key rules were:

  1. ​suspending opened conflicts;
  2. withdrawing all military forces and products from a 4,000-meter-wide area, establishing the Demilitarized Area as a cushion between the troops;
  3. ​ ​ both sides ​w​ill not enter the air, ground or sea areas under control of the other;
  4. ​a​n design for the release and resettlement of prisoners of war and displaced persons; and
  5. ​a​ Military Armistice Commission ( MAC ) and other agencies to discuss any violations and to ensure adherence to the truce terms.

T​he Asian ceasefire is then 72 years older. For the most part, it has prevented opened conflict involving North and South Korea.

​The demilitarized area, or DMZ, in Korea is around 160 km long and 2. 5 yards broad. Running through the DMZ is a Military Demarcation Line ( MDL ) which is where the opposing forces were when an armistice was reached.

The DMZ does not expand to the Yellow Sea which was not included in the ceasefire. The DMZ itself does not follow the 38th parallel northeast which was the limit agreed by the US and the USSR at the end of World War II, although sections of the DMZ follow the 38 horizontal.

Other than the Yellow Sea issue ( including a number of islands that are heavily militarized ), the DMZ is reasonably close to a final border should North and South Korea ever normalize their relations and sign a peace treaty.

The North Koreans have hinted, from time to time, that they are seeking a peace agreement ( and especially US recognition and US security assurances ), while the issue in South Korea is far more divisive and uncertain, fearing that normalization could undermine stability in South Korea and lead to a deal where US and allied forces would be withdrawn.

President Donald Trump and North Korean leader Kim Jong Un walk on the North Korean part in the Demilitarized Zone, June 30, 2019, at Panmunjom.

The Ukraine problem is regional, military and political. Russia annexed Donetsk, Luhansk, Zaporizhzhia and Kherson regions in September 2022 and Crimea in 2014. While the edges of Crimea are usually well recognized, the edges of the four regions are not so obvious.

Based on the official Ukrainian Oblast names, Russia does not completely handle any of these lands and battle is going on as the Russian army appears to be aiming at occupying as many place as possible before negotiations start. Assuming that a deal may be made on territories, there are a number of concerns that are more complicated.

Among them are the rights of citizens on both sides of any boundary line, deal between Ukraine and Russia, whether important utilities can be restored and utilized such as the Zaporizhzhia Nuclear Power advanced, water supply to Crimea from Ukraine, the status of ports and port and storage facilities on the Black Sea, the status of military ports on the Black Sea and Sea of Azov, the location of long-range weapons and the presence of NATO forces on Ukraine’s soil.

More problems include the position of Ukraine’s military forces, Ukraine’s membership in the EU and NATO, types of security offers, oil and gas transport and associated sanctions on Russia.

An armistice would need to cover the presence of Ukrainian forces in the Kursk area ( Russia has liberated about 50 % of the Kursk incursion, but it could take months before the Ukrainians are finally pushed out if the war continues ).

When the Korean Armistice was signed in 1953, United Nations Forces were stationed in South Korea, and Chinese “volunteers ” were in the North. Ukraine is different: officially there are no NATO forces ( strictly defined ) in Ukraine, although the Russian army is in Ukraine.

Numerous reports say that a number of NATO countries ( UK, France and even Germany ) are preparing to send troops to Ukraine when an Armistice is agreed and to offer Ukraine security guarantees. One concern is that an Armistice tracking pressure and an Armistice military rollout that would provide security guarantees to Ukraine are not the same thing.

Under the original Minsk agreements ( 2014, 2015 ) the OSCE ( Organization for Security and Cooperation in Europe ) was supposed to monitor the Minsk agreements. OSCE sent spectators, hardly an army. OSCE therefore had 57 people including Russia and Ukraine. Essentially the bargain was to finish conflicts and to give freedom to Luhansk and Donetsk ( although both may be lands inside Ukraine ). The package was not implemented.

Russia’s battle objectives, as we understand them, include not only acknowledgment of the conquered areas but the disarmament of Ukraine and an arrangement that Ukraine will not become a NATO part. Whether this includes security guarantees with major NATO countries is not clear. It is hard to see how an Armistice Agreement could be concluded without addressing these issues.

The US view is that Russia is hurting enough economically and its losses in the Ukraine war serious enough to incentivize the Russians to accept an Armistice, that would include some sort of buffer zone, essentially freezing the conflict and conceding some Ukrainian territory on a de facto, but not de jure basis. In this context, such a deal on these broad terms would be similar to the 1953 Korean Armistice.

After signing annexation treaties, Vladimir Putin joined hands with the four men Russia put in charge of the occupied regions.

Obviously, the Russian outlook does not align with the one under development in Washington. Russia is not looking for an armistice but for a comprehensive deal with the US and NATO.

A temporary Armistice Agreement (essentially a ceasefire in place ) might be possible if it was linked to agreed political steps, but it seems unlikely to be accepted as any long-term solution. Biden administration informants have hinted at a 10-year or even 20-year pause, but that idea does not have much traction for Russia as it would allow Ukraine to rebuild its army and its weapon stockpile.

President Trump has some cards to play. He could send more aid to Ukraine to prolong the conflict but it is doubtful this is Trump’s aim. He can offer sanctions relief to the Russians, even some accommodation with NATO.

At the same time, the new administration knows how fragile Ukraine itself is, with its military losing one battle after another, short on manpower, encountering popular resistance to the enforced draft, and suffering high casualties.

It is hard to predict where any of this will go but President Trump has signaled his desire to speak to Russian President Vladimir Putin, starting with a phone call in the days ahead. Trump will table the idea of an Armistice Agreement: the Russians will demand considerably more.

Stephen Bryen is a special correspondent to Asia Times and former US deputy undersecretary of defense for policy. This  article, which originally appeared on his Substack newsletter  Weapons and Strategy, is republished with permission.

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Hungary’s demographic exceptionalism – Asia Times

Academic demographers have shown that family-friendly state policies can lessen or even change the fertility reduction that has taken birthrates in the business earth well below alternative. Fertility is extremely resistant to common investing, but targeted spending—for case on youth education and family housing—makes a difference.

Hungary is one of the world’s some statistical success stories, and its Corvinus Institute for Advanced Studies next month hosted a conference with prominent international researchers to examine the fall of world fertility and consider remedies.

There is no easy relationship between overall public spending on home rewards and the total fertility rate among the people of the high-income team, the Organization for Economic Cooperation and Development.

Graphic: Asia Times

Nonetheless, countries with higher fertility mostly spend more to support families, and countries with lower fertility tend to spend less. Shown below are 2019 data from the Organization for Economic Cooperation and Development.

Graphic: Asia Times

The higher-fertility countries – France, Scandinavia, and Hungary – spend about 3 % of GDP on family subsidies, while the low-fertility countries –Italy, South Korea, Japan, and Spain– spend around 1. 5 % of GDP. There are some standout exceptions: Poland, with its fertility rate of just 1. 3 children per female, is a high spender on families, while the United States, with an above-average fertility rate, spends just 1 % of GDP on families.

These anomalies rule out a simple correlation between family spending and fertility, but they point to important conclusions. Japan and South Korea have n’t tried hard enough to direct public policy to reverse extremely low birth rates. Spain and Italy, with some of the lowest fertility rates in the OECD, should be doing more.

Public spending should be targeted to the factors that determine fertility behavior, Nobel Laureate James Heckman argued in a December lecture at Budapest’s Corvinus University, where he received an honorary doctorate. After the great demographic transition from mainly rural traditional society to industrial economies, the needs of women and families have changed radically. The cost of educating children has soared, while women’s choices have expanded.

Heckman cited five key drivers of fertility decline, including the costs of higher education and career aspirations delaying or discouraging parenthood, shifting social norms reflecting parenthood as a personal choice rather than a societal expectation, economic challenges such as housing costs and job insecurity, cultural and media influences, and environmental concerns like climate change.

Government spending on early childhood education, Heckman observed, tends to increase both female workforce participation as well as the total fertility rate. The chart below is reproduced from Heckman’s presentation.

Lack of housing for young families, Heckman added, depresses family formation and fertility. The highest proportion of young adults living with their parents is found in low-fertility countries, including Korea, Italy, Greece, Spain, Portugal, and Poland, while the lowest proportion is found in Scandinavia, where fertility rates have been among the highest in the industrial world.

Graphic: Asia Times

Hungary’s fertility rate by some measures has had the strongest performance in the world. The Scandinavian countries until recently were the poster children for public policy success, with strong public support for families and fertility rates.

The Nordic Statistics Database reports that “the whole region reported sharp declines in fertility rates in 2022. Finland had the lowest fertility rate of all Nordic countries, 1. 32 children. This is also the lowest Finnish rate since 1776 when monitoring of fertility rates first started. ”

Graphic: Asia Times

Hungary’s fertility rate looks even stronger on a normalized scale ( where data are displayed relative to their past range ).

Graphic: Asia Times

Especially impressive is Hungary’s marriage rate, now the highest in the OECD. That is a strong predictor of future fertility.

Graphic: Asia Times

What explains the sudden drop in Scandinavian fertility? The childbearing behavior of immigrants might play a role. Like France, the Scandinavian countries do not report separately births to immigrants and to native-born Swedes, so demographers have to piece together the puzzle from partial data.

A 2024 study concluded, “For most migrants who arrived in Sweden as adults, we found elevated first birth rates shortly after arrival. First birth rates among the second generation were generally close to but lower than the rates observed among native Swedes. ”

It’s possible that immigrants from countries with high birth rates account in part for the relatively high Scandinavian fertility rates during the 2010s, and that the transition from first-generation to second-generation immigrants explains part of the dropoff in fertility rates during the past several years.

If that is true, Hungary’s fertility performance would be all the more exceptional, since Hungary, unlike Sweden ,  has refused to accept significant numbers of immigrants from Muslim countries.

Hungary’s family support may be more effective because it is direct: Couples to have or pledge to have children are eligible for a grant of 10 million Forints, or about US$ 25,000, equal to five years ’ minimum wage. Couples with three or more children pay virtually no taxes.

And the subsidies are directed to married couples, which helps explain why Hungary has the highest marriage rate in the industrial world. Married couples are more likely to have many children than single parents. Hungary’s approach may succeed because it is not only a fertility policy but also a family policy.

Prime Minister Viktor Orban exhorts his constituents to have children and keep the Hungarian nation alive. But rhetoric alone has n’t proven effective elsewhere. Turkey’s President Recep Erdogan has called on his people to have more children for years, but Turkstat, the country ’s statistics agency, estimates the total fertility rate for 2023 at only 1. 53 children per female.

Total fertility includes assumptions about future childbearing, so estimates may vary. But data at the provincial level show core Turkish provinces like Istanbul and Ankara at around 1. 2 children per female, while the Kurdish southeast of the country has over 2. 5 children per female.

Demographers might pay more attention to Hungary’s exceptional success. For East Asian countries with dangerously low fertility rates, Hungary might offer some important insights.

Follow David P Goldman on X at @davidpgoldman

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US Navy betting big on next-gen DDG(X) destroyer – Asia Times

This month, multiple media outlets reported on the US Navy’s evolving plans for the next-generation DDG( X ) destroyer, emphasizing its advanced capabilities and challenges. But while the US Navy bets on the DDG( X )’s futuristic concept to outpace China ’s naval surge with advanced tech, logistical and industrial hurdles loom large.

Notable design changes for the DDG( X ) include removing the traditional Mark 45 main gun, which implies integrating directed-energy weapons like lasers and microwaves and a new vertical launch system (VLS ) layout.

Designed to replace the aging Arleigh Burke-class destroyers, the DDG( X ) will incorporate state-of-the-art weapons, radar systems and a powerful Integrated Power System ( IPS) to meet the high-energy demands of next-generation combat. But, steep costs, technical uncertainties and technological limitations present fierce obstacles to the program’s success.

The DDG( X ) will feature hypersonic and directed-energy weapons, the AN/SPY-6 radar, enhanced stealth and increased payload capacity. This technological step is critical for countering evolving challenges like robots, hypersonic weapons and advanced naval platforms. The ship’s IPS, adapted from the Zumwalt-class ships, promises unparalleled power generation essential for supporting its high-powered techniques.

However, these advancements come with a significant price tag: the DDG( X ) is estimated to cost US$ 4. 4 billion per fleet, far exceeding its forebears. Structure will begin in 2032, with a three-year overlap alongside continued Arleigh Burke-class production to maintain business continuity.

Directed-energy weaponry promise infinite magazine level, low-cost engagements and rapid strikes against different threats ranging from drones to fast weapons. Nevertheless, they require significant storage, power and heating. Also, atmospheric disturbances and collection restrictions pose challenges to light tool success.

The US Navy’s aging Ticonderoga-class cruisers and maxed-out Arleigh Burke-class destroyers cannot meet these demands, underscoring the importance of the DDG( X ) in the US Navy’s future surface fleet. Directed-energy weapons may also alleviate the US Navy’s rely on expensive fighter missiles, freeing area for anti-ship missiles essential for high-end conflicts, particularly against China.

China ’s marine development poses a major challenge to US sea dominance. According to the US Department of Defense’s ( DOD ) 2024 China Military Power report, China now fields over 370 ships and submarines, including 140 major surface combatants, outpacing the US fleet numerically.

Moreover, China ’s People’s Liberation Army-Navy ( PLAN ) has achieved over 50 % of the US Navy’s vertical launch system (VLS ) capacity, with nearly 4,300 VLS cells on 84 principal surface combatants, compared to the US Navy’s 8,400 cells on 85 ships.

In an article for the International Institute of Strategic Studies ( IISS), Johannes Fischbach highlights that China ’s construction of high-end platforms, such as Type 052D destroyers and Type 055 cruisers, further narrows the VLS gap.

The Type 052D battleship has 64 Vocabulary, while the Model 055 ship has 112 VLS. In contrast, the Journey IIA and later Arleigh Burke-class warships have 96 Vocabulary, while the Ticonderoga-class ships have 122 VLS.

Despite that power gap, the PLAN’s quick shipbuilding—producing 3. 1 Model 052D ships every compared to the US’s 1. 6 Arleigh Burke destroyers—illustrates the size of China ’s business benefits.

The DDG( X ) is designed to address this disparity, offering greater operational range and reduced logistical needs, vital for countering the “tyranny of distance ” in Pacific operations.

US Navy Secretary Carlos Del Toro has emphasized the critical need for the Transferrable Reload At-Sea Method ( TRAM ), which enables at-sea VLS reloading. Properly tested in October 2024, The War Zone information Metro addresses a major logistical challenge by minimizing the moment warships spend out of action for disarming.

This ability is essential for sustaining a ahead existence during conflicts, especially with China, where rearming at distant foundations like Guam may become impractical and dangerous. By integrating TRAM with the DDG( X )’s design, the US Navy aims to bolster combat readiness and mitigate the presence gap created by extended resupply periods.

Despite its promise, the DDG( X ) program is hampered by systemic challenges hounding US shipbuilding. Post-Cold War expenditure cuts significantly reduced the number of naval architects and engineers, creating obstacles in both design and production.

Over 60 % of US Navy ship repairs are not completed on time, reflecting inadequate infrastructure and outdated practices. Also, US factories cannot match China ’s industrial production.

China ’s civil-military fusion strategy—which combines military and civilian shipbuilding facilities —has enabled unmatched efficiency and surge capacity. In comparison, the US’s scattered approach and selection of big ships over smaller, cost-effective vessels slow development efforts.

US politicians, including Representative John Moolenaar, warn that without striking policy changes and important investments, the US cannot hinder or succeed in a possible conflict with China, as quoted by the Associated Press.

Representative Raja Krishnamoorthi underscores the disparity, noting that China can produce 359 ships for every US ship made annually. He has emphasized the need to revitalize the US defense industrial base to maintain global stability.

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