1/ Clarifying President Trump’s “Testing our nuclear weapons on an equal basis."
2/ Last week President Trump announced that “because of other countries’ testing programs,” he had “instructed the Department of War (@DeptofWar) to begin testing our nuclear weapons on an equal basis.”
3/ When trying to interpret President Trump’s statements, one should begin with Peter Thiel’s insight. As Thiel puts it: “Most people take Trump literally but not seriously—but that’s ass-backwards. One should take him seriously but not literally.”
4/ Trump speaks in hyperbole—his unique combination of fact, fiction, and fantasy. So, how should we understand Trump’s recent threat to resume nuclear testing? How seriously should we take press claims that the US is on the verge of exploding nuclear weapons—something that has not been done since 1992 and would violate the Nuclear Test Ban that it championed, which has constrained Russia, China, and others from exploding nuclear weapons?
5/ My answer is: not much.
6/ Note: there are many ways countries “test nuclear weapons.”
7/ Test launches of missiles, like the one carried out at Vandenberg Space Force Base in California, ensure that our delivery systems remain reliable, ready, and accurate.
8/ As part of our Stockpile Stewardship Program, the Department of Energy's (@ENERGY) National Nuclear Security Administration (NNSA) carries out tests, experiments, and simulations weekly to ensure our nuclear warheads work as intended should they be needed. sd.llnl.gov/nuclear-deterr…
9/ Tests go far beyond our missiles and warheads. The US also tests its nuclear command and control systems. Just last April, the Air Force carried out a test of its airborne nuclear command and control system, ensuring that the US has a reliable second-strike capability. armyrecognition.com/news/army-news…
10/ When asked about the safety, security, and reliability of our nuclear arsenal during his confirmation hearing last week, Vice Admiral Richard Correll testified: “I am absolutely confident we’re in a good position.”
11/ Similarly, when asked about the possibility of resuming nuclear testing on Sunday, Secretary of Energy Chris Wright (@SecretaryWright) asserted, “the tests we're talking about right now are system tests. These are not nuclear explosions.”
12/ In sum: when listening to the President and even more when reading alarmist claims in the press, take Trump seriously—but not literally.
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2/ Beijing announced last week that 9 generals have been purged, including He Weidong, whom Xi personally promoted to Central Military Commission Vice Chair and #3 commander of the People’s Liberation Army. Predictably, that news has provided a peg for Xi skeptics among the China watchers community to repeat their storyline claiming that Xi is in trouble.
3/ The Wall Street Journal reported: “Xi’s latest crackdown has raised questions about his ability to root out graft and enforce loyalty in the People’s Liberation Army.” wsj.com/world/china/xi…
1/ Will Trump and Xi Announce a New Rapprochement?
2/ As attention turns to the meeting between Presidents Trump and Xi in South Korea on Thursday, several points may help provide perspective.
3/ For starters, expect them to announce a sustained truce on hostile tariff and supply chain initiatives that have intensified in the past month. My October
@ForeignPolicy piece—“Who Holds the High Cards in Sino-American Supply Chain Poker?”—explains the reasons why.
2/ In an article published on Monday in
@ForeignPolicy, I attempt to clarify the current supply chain and tariff face-off between the US and China.
3/ After having raised tariffs on China to 145% in April, why has Trump backed down so frequently that the @FT now describes his behavior as “TACO” (Trump Always Chickens Out)?
2/ In heralding @OpenAI's contract with @Oracle to purchase $300 billion in computing power over the next five years, the @WSJ highlighted one major requirement: “4.5 gigawatts of power capacity, roughly comparable to the electricity produced by more than two Hoover Dams.” wsj.com/business/opena…
3/ How long did it take to build the Hoover Dam? Answer: 5 years.
1/ What word best reflects China’s dominance of green industries?
2/ Mind-bending. Or as @adam_tooze has described China’s solar boom in which China has installed more solar this year than the US has in history: “world-changing.” adamtooze.substack.com/p/chartbook-40…
3/ The @WSJ's piece on China’s EV explosion notes that five years ago, fewer than 1 million EVs were sold in China. In 2024, China sold 7.1 million sales of fully electric battery EVs in its domestic market and exported 1.25 million. wsj.com/business/autos…
1/ In its story emphasizing the rise of podcasts titled “Traditional Media Chases Deals with Star Podcast Creators,” the @WSJ announced a fact. Attempting to emphasize the explosive growth of podcasts, it says “In 2025, US audiences 13 and older are spending 773 million hours a week with podcasts, according to data from Edison Research.” [emphasis added] wsj.com/business/media…
2/ How many hours a day or a week add up to the same figure?