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.
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🧵
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.
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.
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.
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🧵
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
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🧵
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.
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