Tanvi Ratna Profile picture
Aug 18 10 tweets 3 min read Read on X
Today’s Trump–Zelensky White House meet will reveal a clash of two worldviews.

In 1971, Kissinger flipped the Cold War by courting China to box in Moscow.

In 2025, Trump attempts a “Reverse Kissinger”: courting Moscow to box in Beijing.

Old guard vs America-First realpolitik. Image
EU leaders back Zelensky’s call for pressure on Russia:

• Territory back
• Sanctions up
• NATO locked in

It’s the old guard —permanent confrontation, open-ended US aid

Trump sees that as a distraction. His bet: use Russia as a wedge to weaken America’s real rival—China
Meanwhile, Russia-China trade hit $136B in 2025 (+27%).

Moscow sells energy + minerals.
Beijing gives tech + capital.
A sanctions-driven marriage.

Trump’s Alaska play: disrupt that axis by dangling US deals—breaking Russia’s over-reliance on China.
This is the flipped script.

1971: Kissinger opens to China against Russia
2025: Trump opens to Russia against China

Classic balance of power & realpolitik: exploit fractures between rivals, even with idealogical differences

I break it down on Fox: foxbusiness.com/fox-news-opini…
The EU–Ukraine camp calls this appeasement.

But their model locks America into Europe’s wars while Beijing expands in Asia, Africa, and tech.

• US LNG exports to Europe: $45B in 2024
• $100B+ already sent to Kyiv

For Trump, that’s overstretch.

For Europe, it’s insurance.
Ukraine’s position is grim.

• Battlefield gains stalled
• Population shrinking
• Economy bleeding

62% of Americans want an “endgame.”

Zelensky faces a squeeze: keep maximalist goals—full territory—or risk losing US backing.

Trump’s line: secure peace, refocus on China.
Sanctions—the EU’s weapon of choice—have had mixed results.

They bled Russia

But they also bound Moscow tighter to Beijing

Trump’s shift: keep the stick, but tie relief to real deals—
• Ukraine security guarantees
• Mineral coordination
• Moscow diversifying away from China
This is why today’s meeting matters.

It’s not just Ukraine’s fate.

It’s a clash of paradigms:

Old guard globalists → permanent isolation of Russia.

Trump’s America-First realpolitik → pragmatic deals, shifting alliances, China as the true center of gravity.
The gamble:

If Trump cracks the Russia–China axis → America gains leverage in supply chains, energy, and tech—the choke points of 21st-century power.

If not → critics say he legitimizes Putin + undermines allies.

Either way, it’s a pivot moment in US grand strategy.
Headlines will rage today but the bigger story is the tectonic fight: Reverse Kissinger vs old guard consensus.

The choice for America: cling to a European war—or pivot to the China contest.

Check the full free read on my Substack and subscribe: tanviratna.substack.com/p/the-us-russi…

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More from @tanvi_ratna

Aug 12
The August 15 US-Russia summit in Alaska is historic.

Many deemed it impossible.

I studied a six-month dance of moves and countermoves—oil chokepoints, discreet Arctic deals, banking demands, and high-stakes pressure.

Here's what I see made it happen🧵 Image
The story in 4 steps:

1️⃣ Cut into Russia’s oil cashflow
2️⃣ Offer post-war economic carrots
3️⃣ Dial military aid tempo to shape talks
4️⃣ Deliver a revenue shock in August

Every step built the next—ending in Alaska.
Feb 12: Drone strikes and sanctions squeezed Russia’s oil exports—its lifeblood.

Feb 15: G7 made it clear: future sanctions relief would be earned, not automatic.

Sanctions turned from punishment into bargaining chips. Image
Read 9 tweets
Jul 31
Trump’s 25% tariff on India exposes the Mar-a-Lago logic: U.S. market and military leverage traded for strategic alignment.

India’s ambiguity on Russia frustrates Trump. The BRICS won’t fold.

And the economic flashpoint with India isn’t oil or the dollar. It's beans. 🧵 Image
China welcomed Russia’s call for an RIC (Russia-India-China) bloc in early July.

India hasn’t rejected it.

With direct flights restored and Kailash pilgrimage reopened, India-China ties are thawing—undercutting Trump's binary of allies vs adversaries.
Trump’s proposed 500% tariff on Russia-aligned trade is meant to isolate Moscow via economic deterrence.

But India’s balancing act frustrates the equation.

India in it's well articulated national interest calculus, won’t cut off cheap Russian oil—or halt defense deals.
Read 9 tweets
Jul 29
Critics said Trump’s tariffs would drive Europe into China’s arms.

Instead, EU–China ties are fraying, and Brussels just signed an America-first deal:

15% tariffs, $1 Trillion+ in new commitments — not what the elites expected.

Here’s what most got wrong — and why it matters🧵Image
The new U.S.–EU trade deal comes just days after a "tense" EU–China summit.

Despite intense alarmism, Europe hasn’t turned to Beijing.

It’s moving closer to Washington—on trade, energy, and tech.

The split with China is economic, political, and strategic. Image
At the meeting between 🇨🇳 Xi Jinping and 🇪🇺Ursula von der Leyen, tensions were unmistakable:

➤ EU's concerned about the €300B+ trade deficit
➤ While China is not budging on easing market access, unfair subsidies, and support to Russia

The mood? Frosty
Read 10 tweets
Jul 29
Many Critiques of Trump’s Tariff Approach don't land

The just-signed EU-US trade deal comes on the heels of a tense EU-China summit . Despite relentless warnings that Trump’s tariff policy would drive Europe into China’s arms, the reality could scarcely look more different.Image
Many predicted Trump’s tariffs would fracture transatlantic ties and send Europe running to Beijing. That hasn’t happened. Instead, the EU and US are deepening cooperation, with new tariffs, energy deals, and strategic tech commitments.
At the latest summit, China and the EU could barely mask disagreement. Trade deficits, market access, and Beijing’s ties to Russia remain unresolved—and are worsening.
Read 9 tweets
Jul 9
Is 'deglobalization' real?

Or are we witnessing a different kind of globalization—rebuilt around leverage, supply chain hedging, and strategic control?

Since the Tariffs 2.0 deadline is here, let's check on where the U.S. deals stand and what’s brewing🧵Image
The Global Trade System Isn’t Collapsing — It’s Mutating

President Trump is now sending "letters" to U.S. allies and trade partners: renegotiate deals ASAP or pay "fair" tariffs WEF 1 Aug

This looks like a controlled, transactional globalization with national advantage baked in
However, out of 17 major trading partners, only five have finalized deals of some kind:

UK & Vietnam reached trade agreements
Saudi Arabia & UAE inked AI-focused deals
China reached a (tense) truce, with U.S. tariffs reduced to 30% in lieu of PRC easing rare-earth restrictions
Read 14 tweets
Jun 18
Trump promised no new wars

Yet his actions on Iran-Israel baffle many:
- Court, then threaten Iran
- Ignore Israel in his Middle East trip
- Cut a deal with Pakistan over India
- A Trump Tower in Gaza

DC Deep State? Or also Trump's calculus on a trade corridor rivaling China🧵 Image
Beneath the surface of Trump’s moves appears to be an initiative most still don’t know exists:

IMEC: the India–Middle East–Europe Corridor

A trade corridor designed to bypass China & rival the Belt and Road Initiative.

Unveiled at the 2023 G20. It stalled - on Gaza. Image
IMEC’s route is straightforward:

🇮🇳 India → 🇦🇪/🇸🇦 Gulf → 🇮🇱 Israel → 🇪🇺 Europe

Its purpose:
– Rail, road, port transport
– Cross-border energy flows
– Potentially undersea cables and data

Its ambition:
Create a mammoth new growth corridor powered by US allies
Read 18 tweets

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