Oliver Boyd-Barrett
OLIVER BOYD-BARRETT
Versailles 1789, 2026
What does Versailles remind you of? It reminds me, first of all, of the unbridled privilege and luxury of the courts of Louis XIV and Louis XVI, the causes, essentially, of the French Revolution of 1789. It reminds me, also, of the Versailles Treaty of 1919 that signaled the end of World War One and planted the seeds for World War Two.— Patrice Greanville (@AddisondePitt) June 19, 2026
Not the most auspicious location, therefore, for Trump to sign the MOU that is supposed to start bringing about an end to the war between the US and Iran - a war that the US and its proxy, Israel, have so far lost - reminding us, as it reminded Arnaud Bertrand earlier today (Bertrand), of what he calls the two other most famous US capitulation agreements: the Paris Peace Accords with Vietnam in 1973 and the Doha Agreement with Afghanistan in 2020. Was French President Macron rubbing his hands in glee at the prospect of a US now free to redirect its attention to assisting Europe’s Quixotic mission to liberate itself from the non-existent threat of Russian invasion as convincingly as Trump has liberated the US from the non-existent threat of an Iranian nuke?
The Concessions
Versailles 2026 differs from Paris 1973 and Doha 2020 in that this time, Bertrand argues, there is no face-saving concession for the US (given that the nuclear thing is a meaningless fiction fabricated from whole cloth by Netanyahu twenty years ago). The US concessions, on the other hand, are considerable (which is why we have to be skeptical about the theatrics):
- Permanent end to the war on all fronts, including Lebanon
- A US pledge to respect Iran’s sovereignty and not interfere in its internal affairs
- Full lifting of the naval blockade
- Withdrawal of all US forces from the region within 30 days after the final agreement
- A $300 billion reconstruction and development fund for Iran
- Termination of all sanctions: UN, IAEA, and every unilateral US sanction, primary and secondary
- Immediate Treasury waivers for Iranian oil exports and all related banking, insurance, and shipping services
- Full release of all frozen Iranian funds and assets, to be spent however Iran’s central bank sees fit
“So very concretely this is the US agreeing to 1) end the war and withdraw its forces, 2) end all hostile measures towards Iran that were in place before the war (the sanctions, the frozen funds, the interference in internal affairs, etc.), and 3) send hundreds of billions of dollars in what are, effectively, war reparations.”
AP has just reported close to midday, California time of June 18, that the U.S. has lifted its blockade of Iran, and oil tankers began freely moving through the Strait of Hormuz. Iranian Supreme Leader Ayatollah Mojtab Khamenei has endorsed direct negotiations with the US.
Israel and Lebanon
Quite possibly, what we are going to see is a resumption of normality with respect to passage and trade, sanctions relief and unfreezing of Iranian assets, while all the other issues (Lebanon, enriched uranium etc.) move into limbo. On Lebanon there is no hope short of the collapse, not of the Israeli government, which will be odious in whatever form it assumes, but of the nation itself - which is now a conceivable reality in a way that it has not been for the past 78 years.
Israeli Prime Minister Benjamin Netanyahu on Thursday has again said that Israel will not from southern Lebanon and end its war in the country despite the US-Iran Memorandum of Understanding that calls for an end to the conflict. Israeli Minister of National Security Itamar Ben Gvir (DeCamp) said yesterday that Israel cannot stop destroying homes in southern Lebanon
“We cannot allow the residents of southern Lebanon to return. We must continue to control the territory even if we disagree with Trump, we are an independent state.”
The stage is set for a US abandonment of Israel at least as robust as its abandonment of Ukraine, although in neither case do we see an existential rupture, yet. At least two people were killed today as Israeli artillery continued to shell southern Lebanon, and Israeli ground troops are reported to have advanced further north into Lebanese territory. Jason Ditz (Ditz) reports that:
“IDF troops had already gone deeper than the leadership suggested they would during the invasion in March. Officials initially presented the operation as going to the Litani River, already a substantial part of southern Lebanon, but they since expanded well north of the river, and toward the Zahrani River, particularly around Nabatieh District.”
Continuing Israeli War Crime Atrocities
Amnesty International (Amnesty) has decried Israel’s ongoing war crimes. Drawing on the report for Antiwar.com, Jason Ditz writes ((Ditz) that":
“Israel has been using evacuation orders against populated areas an inordinate amount of times, and similarly using no-return orders to keep the displaced from coming back home when the situation is over.
“That has not only led to the displaced numbers spiraling, it also effectively amounts to a forced population transfer, a serious war crime under the Fourth Geneva Convention. Since these orders come in the wake of Israel advancing aplan in late 2025 to create a “Trump Zone” out of a forcibly depopulated and militarily occupied southern Lebanon, it’s difficult to argue this is purely unintentional.
“It is not uncommon for Israel to issue an evacuation order for dozens of villages any given day, and as the war expands, the number of formal “no return” orders issued has spanned in excess of 6% of Lebanon’s land mass.
“That problem is compounded because even if nominally “no return” zones aren’t imposed in a lot of southern Lebanon, Israeli forces have regularly attacked people trying to return, particularly to municipalities that were heavily Shi’ite, and after ordering the populations of towns and cities north of the Litani River, Israel also destroyed all the bridges over those rivers, making return logistics incredibly challenging, even if it’s not strictly disallowed.
“In the southernmost parts of the country, Israel has leveled some towns and villages, meaning the displaced will have nothing to return to at any rate, and with Israeli Defense Minister Israel Katz saying those areas are going to remain security zones “indefinitely” and “cleared” of residents, again there’s not much room for plausible deniability.”
In Gaza, meanwhile, Drop Site News reports (Drop Site) that
“Israel has been steadily encroaching further into Gaza, moving the “yellow line” that demarcates its area of control from 53% of the enclave since the start of the so-called ceasefire in October to well over 60%, in violation of the agreement. Prime Minister Benjamin Netanyahu recently ordered the army to take 70%.”
Escobar Assesses Iranian Victory
The most likely explanation for Trump’s MOU concessions is his fear of declining oil reserves and a consequent global recession, something that Trump himself has explicitly acknowledged. In interview yesterday with Glenn Diesen, Pepe Escobar also indirectly hints at the story broken a few days ago in collaboration with Larry Johnson and dependent, they say, on sources close to or even implicated directly in Pakistani’s mediation efforts, that Iran has been given a nuclear weapon. For reasons outlined in previous posts, I myself remain very skeptical about this and about the quality of their Pakistani sources but Escobar does have some very interesting things to say about Pakistani mediation.
Last weekend, says Escobar, Iranian prime minister had told the Americans through a telephone conversation with Pakistani prime minister Sharif that if they did not “behave” then Iran would have to do a “demonstration” (which I take to be a reference to a possible nuclear detonation in the desert). Iranian foreign minister Araghchi was in Islamabad last weekend and according to Escobar had warned the Americans through Pakistani mediators that if they did not stop bombing the Shia areas of southern Beirut, then Iran had its fingers on the “trigger” to hit Israel, which prompted Trump to warn Netanyahu and to sign the MOU. On the Iranian side, says Escobar, the Supreme Leader delegated the decision about whether to sign the MOU to the 13-member Supreme National Security Council, of which only two members are “reformist.” As of yesterday, according to Escobar, the Council has not signed the MOU (some other sources claim that it has been signed) but is expected to do so later this week.
Iran’s Missiles DECIMATE Israel & Gulf, Trump STUNNED as Russia Enters | Stanislav Krapivnik

Danny Haiphong
CHATS WITH
Stanislav Krapivnik
| Traducir—Translate! | |
| Make fonts bigger>>> | Resize text-+= |
Iran's Missiles DECIMATE Israel & Gulf, Trump STUNNED as Russia Enters | Stanislav Krapivnik
Streamed live on Mar 7, 2026#israel#iran#trump
Overnight, Iran's retaliation struck Israeli and US targets hard, including wiping out a Patriot missile battery, several key air defense radars, in addition to pounding Tel Aviv. Former US Army officer and geopolitical analyst Stanislav Krapivnik joins to break it all down.
Follow Stanislav Krapivnnik: https://x.com/STANISKRAPIVNIK
/ @mrslavikman
"Americans get the government they deserve."—Stanislav Krapivnik
In this detailed geopolitical analysis and discussion hosted by Danny Haiphong with former US Army officer and geopolitical analyst Stanislav Krapivnik, the focus is on the escalating conflict in the Middle East, particularly the ongoing war involving Iran, Israel, and the United States. The conversation highlights the profound military and strategic challenges faced by the US and its allies, especially concerning the degradation and depletion of advanced missile defense systems like THAAD and Patriot. Iran’s retaliatory strikes, which have targeted critical radar systems and military bases across the region, are causing significant disruption to US and Israeli defensive capabilities.
Stanislav Krapivnik explains that Iran’s approach is a calculated long-term war strategy rather than an overwhelming short-term assault. Iranian forces effectively use drones and missiles to blind and exhaust air defense systems, which are expensive, slow to produce, and rapidly running out of interceptors. The US military’s reliance on hand-assembled missiles, coupled with a lack of strategic foresight to ramp up production, exacerbates this problem. The discussion also explores the geopolitical implications of the conflict, including Russia’s indirect involvement through supplying Iran with advanced military technology and intelligence support, as well as the complex role of regional actors like Azerbaijan and Kurdish factions.
The interview touches on the political dysfunction and mismanagement within the US government and military leadership, highlighting the disconnect between political elites and the realities on the ground. There is a critical perspective on Israel’s aggressive military campaigns in Lebanon and the broader region, including accusations of genocide and war crimes. The conversation concludes with concerns about the economic consequences of the conflict, including disruptions to global oil and gas supplies that will impact global markets, and a sobering assessment of the US military’s current state and capacity for sustained conflict.
Highlights
- [02:00] 🚀 Iran has successfully targeted and destroyed critical THAAD radar systems in Jordan and the UAE, severely undermining US and allied missile defense capabilities.
- [07:00] 🔥 Iranian drones, despite being (supposedly) slow and noisy, have effectively destroyed high-value US military assets without facing significant air defense retaliation.
- [12:00] 💣 The US missile defense stockpiles, including Patriots and THAAD interceptors, are rapidly depleting with production rates insufficient to meet demand.
- [18:00] ⚠️ Iran is preparing to deploy hypersonic missiles and advanced weaponry as part of a strategic escalation once conventional missile supplies run low.
- [24:30] ✈️ Israel and US bases across the Gulf are under constant drone and missile threat, causing operational disruptions such as the shutdown of Dubai airport.
- [41:00] 🔊 US military leadership publicly asserts overwhelming capabilities and unlimited timelines, despite evident logistical and tactical challenges.
- [55:00] 🌍 The conflict is causing significant disruptions in global energy supplies, with oil prices rising sharply and gas exports from the Gulf region severely impacted.
[03:00] 🛰️ THAAD Radar Vulnerabilities and Strategic Implications: THAAD radars, while technologically advanced with over-the-horizon detection, are conspicuous and vulnerable targets. Iran’s ability to destroy multiple THAAD radar sites, including the billion-dollar Bakaran system, highlights a critical weakness in US missile defense infrastructure. This loss reduces early warning times in Israel and the Gulf and forces reliance on fewer and more exposed systems, increasing the risk of successful missile strikes. This indicates Iran’s effective asymmetrical warfare strategy, exploiting the vulnerabilities of high-tech but static assets. [07:30] 🛡️ Failure of Air Defense Response to Drone Threats: The apparent lack of response to Iranian Shahed drones attacking key radar installations reflects systemic flaws in air defense protocols. The reluctance or inability to engage slow-moving drones suggests either tactical unpreparedness or command paralysis. This highlights a gap in layered air defense that modern militaries must address as drone warfare becomes a dominant threat, especially in complex mountainous terrains where radar and missile systems are less effective. [12:30] 💰 Economic and Industrial Constraints on US Missile Production: The US military missile production is hampered by outdated manufacturing models reliant on hand assembly due to cost-plus contracting systems. This results in very slow production rates (10-40 missiles per month) and exorbitant costs ($6 million per Patriot missile), making it impossible to rapidly replenish depleted inventories during sustained conflict. The inability to scale missile production reflects deeper bureaucratic inefficiencies and misaligned incentives between the Pentagon and defense contractors, putting the US at a strategic disadvantage in prolonged missile wars. [17:30] 🚀 Iran’s Long-Term War Strategy and Hypersonic Capabilities: Contrary to early expectations of a short conflict, Iran is pursuing a drawn-out war of attrition, conserving high-end weapons like hypersonic missiles for a decisive phase later. This approach allows Iran to inflict steady damage while outlasting US and allied missile stocks. The mention of satellite-guided targeting suggests Iran’s integration of advanced technologies, possibly aided by foreign intelligence, further complicating US and Israeli defensive efforts. This phased strategy demonstrates a sophisticated understanding of modern warfare economics and technology. [44:00] 🤝 Russia’s Covert Military Support to Iran: Russia’s involvement extends beyond rhetoric, supplying Iran with advanced aircraft (MiG-29s, Su-25s), helicopters, upgraded avionics, drones, and microchips critical for military electronics. Russian personnel are likely operating some sophisticated systems alongside Iranian forces, indicating a deeper proxy war dimension. This complicates US military operations and raises the stakes for a wider regional confrontation, possibly drawing in NATO and other powers indirectly or directly. This also undermines US narratives of isolated Iranian aggression. [50:00] ⚖️ War Crimes and Humanitarian Costs: The discussion emphasizes Israel’s indiscriminate bombing campaigns in Lebanon and Palestinian territories, with civilian casualties including children, hospitals, and schools. These acts constitute war crimes under international law, fueling cycles of vengeance and resistance. The targeting of Christian populations in Lebanon signals a broader ethnic and religious cleansing agenda, destabilizing an already fragile region. The humanitarian toll and moral implications undermine international support for Israel and may cause long-term regional instability. [56:00] 📉 Global Economic Fallout and Energy Supply Disruptions: The conflict’s impact on oil and natural gas exports from the Gulf, especially through the Strait of Hormuz, is driving prices sharply higher. Damage to LNG facilities in Qatar and disruptions in supply chains exacerbate Europe’s energy crisis, which is compounded by Russia’s reduction of gas exports to Europe. The loss of 37% of European gas supply threatens economic recession and energy insecurity. This economic dimension expands the conflict’s impact beyond the battlefield, affecting global markets and geopolitical alignments. This conversation reveals a complex and deteriorating military and geopolitical situation in the Middle East with profound implications for regional stability and global security. Iran’s strategic use of missile and drone warfare is exposing critical vulnerabilities in US and allied defense systems, while production constraints and political mismanagement hamper effective military responses. Russia’s covert support to Iran further escalates the conflict, turning it into a proxy battleground with high risks of broader confrontation. Meanwhile, the humanitarian cost and potential war crimes committed by Israel deepen regional animosities. The economic consequences, particularly energy supply disruptions, threaten to destabilize global markets and fuel further international tensions. This long-term conflict poses significant challenges for all involved parties and underscores the urgent need for diplomatic solutions to avoid catastrophic escalation.Key Insights
Conclusion
![]()
Iran's Missile Barrage SMASHES Tel Aviv, US-Israeli Defenses FAIL | Sharmine Narwani
Summary
The video features a detailed discussion hosted by Danny Haiphong with Sharmine Narwani, editor and columnist of The Cradle, analyzing the escalating conflict between Iran, Israel, and the United States in West Asia. The conversation centers on Iran’s recent intensified missile strikes on Israeli civilian and military targets, as well as the broader strategic implications of Iran’s military actions on US bases across the Gulf region. Iran’s use of advanced, hard-to-intercept cluster munitions has overwhelmed Israel’s air defenses, including the Iron Dome system, leading to significant destruction and civilian casualties.
Charmaine highlights the resilience of the Iranian people, drawing parallels to the eight-year Iran-Iraq war, emphasizing Iran’s long-standing preparation for protracted conflict and its sophisticated missile and drone capabilities developed independently due to sanctions and isolation. The discussion underscores how Iran’s attacks are not only military but also economic, targeting critical US and Gulf infrastructure, including ports, airfields, and oil and gas supply lines, which in turn threaten global energy markets and financial stability.
The panel critiques the US and Israeli narratives that claim progress in degrading Iran’s capabilities, pointing out the implausibility of such claims given Iran’s vast and difficult terrain. They note the erosion of US regional hegemonic power, with Gulf states increasingly questioning the value of hosting US military bases due to their vulnerability and the lack of effective protection. The conversation also touches on the internal political turmoil within the US, including mixed messaging on war involvement, public opposition, and societal fractures.
In Lebanon, the warfront with Israel has unexpectedly intensified, with Hezbollah showing strong resistance despite Israeli assumptions of its weakness. The displacement of hundreds of thousands of Lebanese civilians amid Israeli strikes reflects the human cost of the conflict. The discussion further explores the psychological and cultural dimensions of the war, contrasting Iranian societal cohesion and ideological resolve with the fractured and demoralized state of US and Israeli militaries and societies.
Charmaine concludes by emphasizing the shifting global power dynamics, the unraveling of US dominance, and the importance of resistance movements in the region asserting sovereignty. The video ends with a call to viewers to stay informed through The Cradle’s daily updates and a preview of upcoming coverage.
Highlights
- [01:00] 🚀 Iran launches around 60 missiles targeting Israel, including advanced cluster munitions that are nearly impossible to intercept.
- [05:30] 🛡️ Iran’s resilience is rooted in its historical experience from the Iran-Iraq war, having developed extensive missile and drone capabilities over decades.
- [10:00] 🌍 Iran’s strikes have destroyed key US military bases and assets across the Gulf, undermining US regional dominance and military infrastructure.
- [13:30] 💥 Economic warfare intensifies as Gulf states face critical shortages, including Dubai’s reported 10-day food supply, threatening global markets.
- [20:00] 🔥 Hezbollah in Lebanon effectively resists Israeli incursions despite Israeli expectations of their collapse, causing large civilian displacement.
- [28:00] 📉 US and Israeli missile defense systems, including THAAD and Iron Dome, are being systematically neutralized by Iranian attacks.
- [40:00] 🇺🇸 US domestic political discord and public opposition weaken the country’s ability to sustain prolonged military engagements abroad.
Key Insights
- [01:00] 🚀 Iran’s missile capabilities are a game-changer: Iran’s deployment of cluster munitions and ballistic missiles that evade interception reveals a significant technological leap, challenging Israel’s vaunted Iron Dome system and forcing reconsideration of air defense strategies. This shows Iran’s growing military self-sufficiency and strategic planning to inflict sustained damage on an asymmetrical battlefield.
- [05:30] 🛡️ Historical context underpins Iranian endurance: The population and military leadership’s experience from the brutal eight-year Iran-Iraq war have fostered a culture of endurance and preparation. Iran’s decades-long aerospace and drone programs were born out of necessity from sanctions and isolation, enabling it to now sustain a prolonged conflict with advanced weaponry and strategic patience.
- [10:00] 🌍 Iran’s strikes on US bases signify a seismic shift in regional power: Destroying decades-old, trillion-dollar US military infrastructure in Bahrain, Kuwait, Qatar, and Saudi Arabia reveals the vulnerability of US power projection. This marks a historic erosion of US regional hegemony, undermining the narrative of American invincibility and protection guarantees for its allies.
- [13:30] 💥 Economic warfare is intensifying with global repercussions: Iran’s control over the Strait of Hormuz and its targeting of Gulf energy infrastructure disrupt global oil and gas supplies, with ripple effects on worldwide commodity prices and financial markets. This economic pressure undermines the US dollar’s dominance and exposes vulnerabilities in global supply chains.
- [20:00] 🔥 Hezbollah’s unexpected resilience complicates Israel’s military calculus: Contrary to Israeli assumptions of Hezbollah’s weakening, the group’s robust resistance in southern Lebanon has prevented territorial gains, inflicted casualties, and forced mass civilian evacuations. This indicates that Israel’s opening of a new warfront was strategically flawed and may prolong the conflict.
- [28:00] 📉 Degradation of US and Israeli missile defenses signals a tactical advantage for Iran: The destruction of rare and advanced interceptor systems like THAAD in Jordan and the repeated strikes on radar installations blind US-Israeli forces, reducing their ability to defend critical infrastructure and populations. This technological attrition could tilt future engagements in Iran’s favor.
- [40:00] 🇺🇸 US domestic divisions and public opposition undermine war efforts: Mixed messaging from US leadership, widespread anti-war sentiment among the population, and political factionalism weaken the US government’s capacity to sustain prolonged conflict. The incident of a US senator breaking a Marine’s hand during an anti-war protest symbolizes the deep societal fractures and declining morale within the US military establishment.
Conclusion
The video provides an in-depth examination of the ongoing conflict in West Asia, highlighting Iran’s strategic and tactical shifts that challenge US and Israeli dominance both militarily and economically. The resilience of Iran and its regional allies, combined with mounting economic pressures and growing domestic dissent within the US, suggest a prolonged and complex conflict with global implications. The discussion underscores the importance of understanding these dynamics beyond mainstream narratives, emphasizing the historical context, cultural resolve, and geopolitical shifts reshaping the region and the world order.
BEFORE you leave, PLEASE pay attention to this alert.
[t4b-ticker id="1"]
Print this article [bws_pdfprint display=’print’]
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License •
ALL CAPTIONS AND PULL QUOTES BY THE EDITORS NOT THE AUTHORS
Ritter’s Rant 076: Consequences

SCOTT RITTER

| Traducir—Translate! | |
| Make fonts bigger>>> | Resize text-+= |
Summary
In this episode of Ritter’s Rant, the host delves deeply into the strategic and geopolitical consequences of a missile attack carried out by Ukraine on February 20-21, 2026. The attack involved a Ukrainian Flamingo FP5 cruise missile striking a critical workshop at the Vodkinsk machine building plant, a key Russian defense industrial facility located about 1,300 kilometers from the Ukrainian-Russian border. This event is not an isolated conflict episode but rather a manifestation of a broader strategic conflict between Russia, Ukraine, NATO, and the United States.
The video traces the origins of the escalating tensions back to December 2021, when Russia proposed draft treaties to the U.S. and NATO aimed at establishing a new European security framework. These treaties sought Ukraine’s neutral status and included prohibitions on deploying intermediate and short-range missiles on third-party soil, implicitly targeting NATO’s potential missile deployments in Ukraine. The U.S.'s withdrawal from the Intermediate Nuclear Forces (INF) Treaty in 2019, under the pretext of Russian non-compliance, is highlighted as a pivotal moment that allowed the U.S. to develop and deploy ground-based missile systems, such as the Mark 41 Aegis launcher, capable of firing Tomahawk cruise missiles close to Russia’s borders.
The discussion highlights how the West’s provision of long-range strike capabilities to Ukraine, including British Storm Shadow and French SCALP missiles, initially came with restrictions on targets within Russia’s 1991 borders. However, in late 2024, the U.S. and U.K. authorized Ukraine to use these weapons inside Russia, escalating the conflict to a dangerous level. Russian warnings about the potential use of German Taurus missiles, which could reach Moscow, were taken seriously, preventing their deployment.
The core of the crisis revolves around the development and deployment of the Ukrainian Flamingo FP5 cruise missile—an indigenous weapon system designed with British assistance and supported by other NATO allies, including Denmark, which supplies solid rocket fuel. This missile, while using older Soviet-era technology combined with modern GPS navigation, has a long range capable of striking deep into Russian territory, including critical strategic defense sites like Vodkinsk. The attack on Vodkinsk’s Workshop 19, which produces metal components essential for Russia’s strategic missiles (ICBMs, SLBMs, and intermediate-range systems), represents a profound threat to Russia’s strategic deterrence.
Russia views the deployment of such missiles on Ukrainian soil as a red line crossed, fundamentally altering the strategic balance and rendering negotiation efforts ineffective. The U.S. and NATO appear to be supporting a Ukrainian government under President Volodymyr Zelenskyy or his successors, who openly align with nationalist and controversial figures, further exacerbating Russian fears of Ukraine becoming a permanent Western military platform.
The video concludes with a stark warning that Russia must respond decisively to this strategic threat or face perpetual conflict. The host suggests that the current Ukrainian leadership and the nation’s future structure must be decisively altered to neutralize the threat posed by Western-backed missile capabilities. Failure to do so would result in continued instability and potential nuclear escalation, undermining Russia’s national security and regional peace.
Highlights
- [00:04] 🚀 Introduction to the Ukrainian Flamingo FP5 missile strike at Vodkinsk, a strategic Russian defense facility.
- [01:29] 📜 Russia’s 2021 draft treaties aimed at preventing NATO missile deployment in Ukraine and preserving Ukraine’s neutral status.
- [03:13] 🔥 U.S. withdrawal from the INF Treaty in 2019 and subsequent deployment of ground-based missile systems like Mark 41.
- [06:24] 💥 Western provision of long-range strike missiles to Ukraine and initial restrictions on their use inside Russia.
- [07:36] ⚠️ 2024 crisis triggered by U.S. and U.K. authorization for Ukraine to strike targets inside Russia, raising nuclear war risks.
- [10:19] 🇬🇧 Development of the British-designed, Ukrainian-produced Flamingo FP5 missile as a workaround to Russian red lines.
- [12:45] 🛡️ Vodkinsk Workshop 19’s critical role in producing components for Russia’s strategic missile arsenal targeted by the Flamingo attack.
Key Insights
- [01:29] 🔍 The 2021 Russian draft treaties reveal Moscow’s strategic imperative to prevent NATO’s missile deployment in Ukraine, recognizing Ukraine as a geopolitical buffer state. This underscores Russia’s perception of NATO expansion as a direct threat to its national security, especially when missile systems capable of striking deep into Russian territory could be deployed on Ukrainian soil.
- [03:13] ⚔️ The U.S. exit from the INF Treaty allowed it to circumvent previous arms control agreements, enabling deployment of advanced missile systems like the Mark 41 launcher. This move highlights the erosion of Cold War-era arms control frameworks and the strategic recalibrations by the U.S. to counter perceived Russian threats, escalating tensions and undermining trust.
- [06:24] 🛠️ Western delivery of long-range strike missiles to Ukraine initially respected Russian “red lines” by restricting strikes to Russian-occupied territories. This cautious approach indicates an awareness of the potential for escalation, but the eventual lifting of these restrictions reflects growing Western frustration with Russia’s refusal to settle the conflict on Western terms, pushing the conflict into a more dangerous phase.
- [07:36] ⚠️ The late 2024 authorization for Ukraine to use Storm Shadow and Attack Him missiles inside Russian territory marked a critical escalation, with U.S. intelligence warning of a significant risk of nuclear war. This illustrates the precarious balance of power and how proxy conflicts can spiral into existential threats for global security.
- [10:19] 🇬🇧 The Flamingo FP5 missile program exemplifies how NATO and Ukraine have circumvented Russian red lines by developing indigenous capabilities with Western support, blending legacy Soviet technology with modern guidance systems. This hybrid approach allows Ukraine to field long-range strike weapons capable of threatening critical Russian infrastructure, fundamentally shifting the strategic landscape.
- [12:45] 🛡️ The attack on Vodkinsk’s Workshop 19, a unique facility crucial to Russia’s strategic missile production, is a strategic blow that threatens the integrity of Russia’s nuclear deterrent. This highlights the importance of industrial and technological infrastructure in modern warfare and the vulnerabilities posed by precision long-range strikes.
- [13:47] 🕊️ The ongoing negotiation process is rendered ineffective due to the strategic realities on the ground, with Russia unlikely to trust U.S. assurances while Ukraine is armed with long-range Western missiles. The political future of Ukraine, including leadership figures aligned with nationalist factions, complicates prospects for peace and signals the need for a fundamentally different resolution from Russia’s perspective.
This video provides an in-depth analysis of the military, political, and strategic dimensions of the Ukraine conflict, emphasizing how missile technology and arms control failures have exacerbated tensions, potentially pushing the world closer to a nuclear confrontation. It calls for a critical reassessment of negotiation viability and strategic postures by all involved actors.
BEFORE you leave, PLEASE pay attention to this alert.
[t4b-ticker id="1"]
Print this article [bws_pdfprint display=’print’]
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License •
ALL CAPTIONS AND PULL QUOTES BY THE EDITORS NOT THE AUTHORS
China’s newest air force jets have next-generation radars. New USAF F-35’s have no radars at all.

Kevin Walmsley
INSIDE CHINA BUSINESS

| Traducir—Translate! | |
| Make fonts bigger>>> | Resize text-+= |
Resources and links:
China’s ‘silent sanction’ on US semiconductors creates a weapons generation gap https://www.scmp.com/news/china/scien...
China’s Top Air Superiority Fighter Just Beat the U.S. F-35 to Integrate a Next Generation Gallium Nitride Radar https://militarywatchmagazine.com/art... Current F-35 Configuration Complicates Fielding Of APG-85 Radar https://www.defensedaily.com/current-...
Reports Suggest F-35s Are Being Delivered Without Radar Amid APG-85 Delays https://theaviationist.com/2026/02/12...
US Geological Survey, 2026 Report, Gallium https://pubs.usgs.gov/periodicals/mcs...
The 99% Monopoly: The Chip Metal America Cannot Buy https://shanakaanslemperera.substack....
EXCLUSIVE: Eyeing risk of radar ‘delays,’ Lockheed proposes new F-35 fuselage design https://breakingdefense.com/2025/06/e...
BEFORE you leave, PLEASE pay attention to this alert.
[t4b-ticker id="1"]
Print this article [bws_pdfprint display=’print’]
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License •
ALL CAPTIONS AND PULL QUOTES BY THE EDITORS NOT THE AUTHORS
How China Can Burst the Bubble of Donald Trump’s American Empire

Ron Unz
UNZ REVIEW
| Traducir—Translate! | |
| Make fonts bigger>>> | Resize text-+= |
Donald Trump and His American Empire
Just after New Year’s Day, President Donald Trump ordered a successful raid on Venezuela that abducted President Nicolas Maduro and his wife. Many of his angry critics denounced this as a return to the notorious Gunboat Diplomacy of President Theodore Roosevelt and others in the early years of the twentieth century. Trump had allegedly now adopted a similar policy, proclaiming his corollary to the Monroe Doctrine, which his supporters hailed as “the Donroe Doctrine.”
But this really isn’t correct.
TR never did anything like that, nor did any of the leading advocates of European imperialism, such as Disraeli, Palmerston, or Kaiser Wilhelm. The notion of attacking a weaker but sovereign country without any fig-leaf of legal justification and seizing its ruler would have been unthinkable during all the centuries since the Peace of Westphalia in 1648 ended the Thirty Years’ War and established our modern respect for national sovereignty.
However, many aspects of Trump’s boastful statements did indeed hark back to that era of high imperialism. He explained that since Venezuela was in the Western Hemisphere—“our own backyard”—it had no right to trade or conduct normal business relationships with whomever it wished, including China and Russia. Instead, Venezuela must market all its oil through America, only purchase American products, and only allow investment by American corporations or by those that America approved.
All of this was exactly the way that colonies of a century or more ago were treated, with their economic activity under the tight control of their distant colonial masters such as Britain or France. But although those imperial powers did regularly try to expand their holdings in the unclaimed portions of Africa and other backward regions, world leaders would have been utterly scandalized if a more powerful nation of that era had used its superior military power to subdue a weaker one and reduce it to the status of a mere colony.
Stephen Miller is one of Trump’s most influential advisors and in a very telling CNNinterview just after our attack on Venezuela, he argued that as a consequence of unmatched American military power, we could and should do exactly that. I’m not sure that I’d ever heard any American official declare that “Might Makes Right” in such totally brazen terms. His statements would have completely shocked and outraged all the Christian presidents, prime ministers, and monarchs of the nineteenth century Age of Imperialism.
JUST IN: CNN's Jake Tapper ends interview after fiery clash with Stephen Miller over the future of Venezuela.
Tapper: "We went into the country, and we seized the leader of Venezuela..."
Miller: "D*mn straight we did!! We're not going to let tin-pot communist dictators send… pic.twitter.com/aU5frDnvGN
— Collin Rugg (@CollinRugg) January 5, 2026
Around the same time, Trump himself gave a wide-ranging two-hour interviewto four New York Times journalists, and his own statements were of similar boldness. He declared that he had no regard whatsoever for international legal niceties or normative traditions and was only restricted by his own personal morality, as he chose to interpret it:
And he said that he did not feel constrained by any international laws, norms, checks or balances.
Asked by my colleagues if there were any limits on his ability to use American military might, he said: “Yeah, there is one thing. My own morality. My own mind. It’s the only thing that can stop me.”
This seemed an alarming expression of megalomania, far beyond anything I’d ever seen expressed by any petty Third World despot, let alone by the elected leader of a top world superpower.
A few days later I’d seen a facetious posting in which Trump had declared himself “the Acting President of Venezuela.” I had been absolutely sure that it was merely satirical, only wondering whether it had been concocted by his supporters or by his opponents. But it turned out to be absolutely true.
During the heyday of Western imperialism, I think that any national leader who publicly exhibited such delusional pretenses would have been immediately thrown out of office or even dispatched to a lunatic asylum. Henceforth, I will be reluctant to ever assume that anything regarding Trump is a joke.
There are many larger implications to all of these dramatic developments. Venezuela has been Trump’s current target but his arguments about “the Donroe Doctrine” seemed fully applicable to every other country in the Western hemisphere. Although he has not yet tried to implement that policy, Trump had effectively declared that all the once-sovereign nations of North and South America would be reduced to becoming our colonies, merely components of a vast American Empire.
Little Denmark had been a staunch American friend and NATO ally for more than three generations. So Trump’s announcement that he intended to seize its Greenland territory because he was much more powerful would certainly have horrified all the Western imperialists of that bygone era, and his past statements about annexing Canada fell into that same category.
I’d discussed all of these shocking developments in my article last week, with my title summarizing my own interpretation of what actually constituted “the Donroe Doctrine:”
- The Trump Doctrine: “They Have It. We Want It. We Take It.”
Ron Unz • The Unz Review • January 12, 2026 • 7,200 Words
According to all our school textbooks, the American constitutional system has been based upon a system of checks-and-balances maintained by our three co-equal branches of government. But so far at least, Trump’s appalling actions have provoked no substantial push-back from Congress or the courts, with Trump actually boasting that he hadn’t even bothered informing the Congressional leadership of his plans to attack Venezuela and seize its president.
One of the small number of Congressmen expressing his outrage over this illegal behavior has been Republican Rep. Thomas Massie (R-KY), and Trump and his billionaire donor allies have therefore targeted Massie for removal. Former Rep. Marjorie Taylor Greene (R-GA) had spent years as one of Trump’s staunchest MAGA loyalists, but when she began expressing serious doubts about some of his recent decisions, she was quickly driven from office by a wave of death threats directed against both herself and her family members.
Trump’s domestic and economic policies have been implemented in just as shockingly high-handed a fashion as those involving foreign affairs.
Tariffs are just the name that we give to taxes on imported goods, and according to our Constitution, all changes in tax law must be made by legislation originating in the House of Representatives. But in total disregard of centuries of these legal precedents, last year Trump began issuing a very long series of executive orders drastically changing tariff tax rates at weekly or sometimes even daily intervals, based solely upon his personal will or personal whim. I’m not sure whether any major country in the entire history of the world has ever enacted so many large, rapid-fire changes in its tax, financial, and economic policies.
- Donald Trump’s Looney Tunes Trade Policy
Ron Unz • The Unz Review • April 14, 2025 • 3,800 Words
Having freely gotten away with such an extreme aggrandizement of presidential authority, Trump then took matters even further. Growing dissatisfied with the performance of some leading defense contractors, he issued an executive order severely restricting all their financial activity:
An executive order posted Wednesday evening said companies “are not permitted in any way, shape, or form to pay dividends or buy back stock, until such time as they are able to produce a superior product, on time and on budget.”
Earlier Wednesday, Trump said in a Truth Social post that he would limit executive pay to $5 million, but the dollar figure wasn’t included in the executive order.
Thus, our president has now apparently asserted his right to issue executive orders setting the terms and conditions of all corporate dividends, buybacks, salaries, and bonuses as he sees fit. These are surely economic powers as sweeping as those enjoyed by any absolute monarch in human history.
For many months, Trump has been acting in these astonishingly high-handed ways, totally disregarding all American laws and Constitutional restrictions. He has been doing so without any significant reaction from the Congressional leadership, which has apparently been intimidated into such silence that they have seemingly disappeared from the American political landscape. This obviously represents a dramatic, almost unprecedented change in our form of government, and quite a number of prominent individuals have taken note of what has been happening.
With a career stretching back six decades, former Ambassador Chas Freeman ranks as one of our most distinguished diplomats and he had also served as an assistant secretary of defense. In numerous interviews, he has suggested that America had essentially become a presidential dictatorship in all but name, and that since Congress seemed no longer to play any role in our foreign or domestic policies, perhaps it should just be abolished.
Prof. Jeffrey Sachs of Columbia University has taken much the same position, arguing that unless the Supreme Court very soon took decisive action to curb Trump’s outrageous aggrandizement of political power, we should no longer be considered a republic, but had instead followed ancient Rome down the path towards becoming a monarchy that retained some vestigial republican institutions.
Tucker Carlson ranks as the most popular figure in the world of conservative media and he has spent years as a crucial Trump ally. But in the wake of our president’s unilateral attack on Venezuela and his boasts that he had seized control of that Latin American country, Carlson concurred with Sachs that America had made the transition from a republican to an imperial form of government, though he carefully stated those conclusions without rancor, in merely descriptive terms.
Freeman and Sachs greatly lamented these developments and Carlson sought to maintain his neutrality. But success succeeds, and the near-flawless execution of Trump’s Delta Force commando raid on Venezuela’s presidential palace has gained him strong support in some other quarters. Quite a number of right-wing pundits have become wildly enthusiastic over what they regard as Trump’s striking victories on the international stage.
Over the last few years and especially the last few months, right-wing podcaster Nick Fuentes has become one of the most popular rising stars on the Internet, attracting a huge audience among younger Americans because of his perceived willingness to shatter so many widespread taboos, notably those involving any candid discussion of Jewish power.
During most of this period, he has often been very critical of Trump and he certainly didn’t endorse him during the 2024 presidential campaign. But he later became enthusiastic over the sweeping worldwide tariffs that Trump had unilaterally imposed during his “Liberation Day” declaration of April 2nd, and he has become even more gleeful over Trump’s attack on Venezuela and our president’s boasts that he now controlled that country’s oil.
The podcaster’s recent shows have included many such dramatic statements, and quite a number of these were collected together by Brad Griffin, a right-wing blogger, who argued that these demonstrated that Fuentes had now gone “full Neocon imperialist.” Considering all those clips, one can hardly dispute that assessment.
Nick Fuentes GOES FULL ZIONIST/NEOCON and says the United States should "dominate the world" and believes massacring millions will be good for the American People.
Nick will do anything for a SHEKEL! pic.twitter.com/OLoQpC2AOO
— RTSG (@RTSG_Main) January 13, 2026
The Difficulties Russia Faces in Confronting the West
A few days ago, Chinese President Xi Jinping warned that the world might be returning to “the law of the jungle.” But I doubt that Trump or his advisors take such verbal complaints very seriously, instead probably viewing these as a sign of weakness. And unless Russia or China or some other powerful nation delivers a sufficiently strong blow to American arrogance, our provocations will probably escalate without limit, until the world is finally brought to the edge of global war.
Although Trump seems to have now pulled back a little from his recent promises to launch military strikes against Iran, aimed at overthrowing its government, he has dispatched one of our large carrier groups to that region, so it is possible that the intended attack has merely been delayed.
Meanwhile, although he originally came into office promising to quickly end the Ukraine war with Russia, he has long since backed away from that pledge and instead he and his administration have begun greatly escalating their military provocations against that latter country.
For example, a few days before Trump raided Venezuela, a huge wave of 90-odd explosive drones attacked the personal Novgorod residence of Russian President Vladimir Putin in an apparent assassination attempt. Although our president casually accepted the denials of the CIA, the Russians passed along hard, physical evidence of what had happened and independent intelligence experts were convinced that the story was true, with American support almost certainly involved in the strike.
Nearly as serious has been our willingness to seize oil tankers on the high seas in total violation of all international laws, actions that amounted to blatant piracy.
We began by capturing tankers carrying Venezuelan oil in order to enforce our illegal blockade of that country, including those bound for China with oil that country had already purchased, and we recently extended this to even include Russian-flagged vessels.
Trump and his top advisors have been steadily pushing the envelope of what actions they can take without drawing strong Russian military reprisals.
Since the beginning of the Ukraine war, Russia has successfully evaded Western economic sanctions on its oil sales by transporting that commodity in a large fleet of third-party tankers, and anti-Russian strategists have argued that these should be seized at sea, thereby eliminating one of Russia’s main sources of revenue. The successful recent capture of that Russian-flagged vessel near Iceland may have emboldened these advocates, and a wider pattern of tanker seizures may soon begin.
Trump and his more aggressive advisors such as Stephen Miller seem to have proclaimed unilateral American authority over all the world’s seas, and our mainstream media appears to have tacitly endorsed their declarations.
For example, I’ve noticed that articles in such leading publications as the New York Times and the Wall Street Journal usually explained that the oil tankers that we seized in international waters were “sanctioned,” strongly suggesting that our actions were legitimate rather than criminal. However, that merely referred to the illegal, unilateral sanctions imposed by America, sometimes joined by its Western allies, and these had no validity under international law. The basis for those seizures was clearly the view of Miller and others that American military power was so enormous that no other country on earth would be willing to challenge such actions.
If Russia or China or Iran unilaterally “sanctioned” vessels carrying American goods, I doubt that our media would describe the situation in the same way.
Back in the 18th century and earlier, European countries often resorted to what amounted to legalized piracy against their wartime adversaries, authorizing the seizure of the latter’s vessels by “privateers.” Interestingly enough, a prize-winning 2024 essay published by the U.S. Naval Institute argued that a return to such measures could be a useful tool in defeating China in a future war, a conflict that was coincidentally set in our current calendar year. That article opened with the following couple of paragraphs:
The War of 2026 scenario portrays a dangerous possible future: The United States and China go to war over Taiwan, and all signs point to it being anything but a “short, sharp war.”[1] But the longer the war drags on, the greater the toll in blood and treasure—and the larger the specter of nuclear escalation will loom. To escape this quagmire, the United States must craft an adroit theory of victory—a “causal story” about how it will defeat its adversary—that preserves Taiwan’s freedom and quickly brings the war to a favorable end without producing a nuclear exchange.[2]
Such lofty ends and such challenging circumstances demand the United States carefully choose the right means. In that vein, the United States should consider invoking prize law. Though it has not been exercised since World War II, the concept provides a legal framework for the United States and its partners to seize Chinese-affiliated merchant vessels and redeploy them in support of coalition operations.[3]
- Prize Law Can Help the United States Win the War of 2026
Seizing Chinese-affiliated vessels and redeploying them to support U.S. operations could provide an additional path to victory.
Major Ryan Ratcliffe • Proceedings of the U.S. Naval Institute • September 2024 • 2,500 Words
Although no such war has yet broken out, the Trump Administration has been increasingly pressing ahead with those measures in peacetime, apparently assuming that it will face no serious retaliation.
All of this places the Russians in a difficult quandary. They hardly have sufficient warships to escort every tanker on the high seas, and although they could probably use their missiles to strike American or NATO ships attempting to seize such vessels, that would initiate a full shooting war with the West. Russia has done its utmost to avoid such a situation over the last few years, recognizing that although its nuclear and conventional military power is quite strong compared to that of NATO, it is merely a mid-size country, with its population and economy totally dwarfed by those prospective antagonists.
I’ve emphasized these facts on numerous occasions, most recently a couple of weeks ago:
Russia currently has the world’s largest nuclear arsenal, with the estimated number of its warheads somewhat outnumbering America’s total. Much more importantly, it also deploys a very powerful suite of unstoppable hypersonic missiles as either conventional or nuclear delivery systems. Despite our own gargantuan annual military budget, comparable in size to that of the rest of the world combined and many times greater than what Russia spends, all American efforts to develop these same sorts of advanced missile systems have been marked by years of repeated, embarrassing failure…
Every objective observer recognizes that the current conflict amounts to a NATO proxy-war against Russia, with NATO supplying the massive financial support, advanced weaponry, training, targeting intelligence, and even key personnel that have allowed Ukraine to give Russia so much trouble. With such full NATO backing, the Ukrainians have frequently inflicted stinging losses upon Russia’s far superior forces. Indeed, by the standards of international law, NATO had long since already become a co-belligerent in the conflict, though for geopolitical reasons the very cautious Russians have refused to publicly declare that reality and take retaliatory measures.
Such caution is not unwarranted. Taken together, the countries of the NATO alliance have a combined population of nearly one billion, their recent annual military spending is 54% of the world’s total or about $1.3 trillion, and their aggregate GDP is nearly $50 trillion. By contrast, Russia’s population is only 138 million, its military spending is $145 billion, and its total GDP is $2 trillion. So Russia seems outmatched roughly 7-to-1 in population, 9-to-1 in military spending, and 25-to-1 in GDP. All these financial figures were given in nominal dollars and use of much more realistic PPP dollars would shrink these ratios by a factor of two or more, but a huge imbalance would still remain…
Given that NATO’s total population and industrial base is so many times greater than that of Russia, if the alliance holds firm, Russia might eventually be ground down over time. What was originally intended as a very limited punitive attack against Ukraine lasting just a few weeks has now gone on for well over three years, producing huge causalities on both sides, and it must be brought to an end. Meanwhile, the lack of any sufficiently strong Russian retaliation against NATO has merely emboldened the Western leaders to take more and more reckless and provocative actions, actions that at some point might result in a catastrophe for the world.
One strange aspect of this current conflict is that Russia has essentially been fighting NATO with both hands tied behind its back. NATO missiles using NATO targeting intelligence and key NATO personnel—legally laundered through the fig-leaf of its Ukrainian proxy—have regularly struck deep inside Russia, inflicting many serious blows, including sinking the flagship and other vessels of Russia’s Black Sea fleet, but Russia has refused to respond in kind. So in effect, the NATO countries have constituted a safe haven for producing and assembling the military hardware and systems used to equip Ukraine’s forces without suffering any risk of Russian retaliation. Russian cities have been struck by NATO missiles but NATO cities and their populations have not faced any similar threat…
If Western warships do begin routinely seizing tankers carrying Russian oil, President Putin will be confronted with a very difficult dilemma. If he responded militarily, the dominant Western global media would portray the Russians as having fired the first shot in an outright war with NATO, and they will face a fully mobilized alliance that outweighs them by roughly an order-of-magnitude. But if he does not act, Russia will look very weak, and it will also begin losing the oil revenue upon which it heavily depends.
Such a successful strike would demonstrate Europe’s total vulnerability to a Russian attack. If Trump failed to respond effectively, it might bring down NATO’s political house of cards, thereby completely transforming the strategic landscape in Europe, while severely damaging our president’s own political credibility, both abroad and at home.
But Russia’s cautious national leadership has remained unwilling to take this sort of bold step, and I see no other good options for that country, no action sufficiently strong to deter growing American aggression but without being almost certain to trigger a full-scale global war.
- Puncturing the Propaganda-Bubble of the USSA and Its EUSSR Vassals
Ron Unz • The Unz Review • January 5, 2026 • 4,400 Words
Trump’s Geopolitical Strategy of Destroying Our Alliances
Venezuela originally gained its independence more than two centuries ago under Simon Bolivar in 1821, and the nation is located well over a thousand miles from our shores. Trump has asserted that the combination of our continuing naval blockade, our seizure of its oil tankers, and our abduction of its president had essentially reduced that oil-rich country of roughly 30 million to the status of merely being an American colony. If so, this would constitute a very large step towards the establishment of an outright American Empire spanning major portions of the globe.
Moreover, Trump quickly followed up these statements with other threats directed against Cuba, Colombia, and Mexico, as well as his very serious declaration that he intended to seize and annex the large island of Greenland from Denmark.
Given such behavior, it is hardly surprising that some of our closest allies have reacted with considerable alarm and seem to have begun shifting their international loyalties in other directions.
For example, Denmark, Germany, France, Norway, and some of our other NATO allies have dispatched small numbers of their combat troops to Greenland in hopes that their presence would deter Trump from attempting to seize the island, and EU officials have expressed huge concerns about the broader implications of Trump’s behavior. A right-wing German Substacker summarized the latest developments.
Soon after Trump’s 2025 inauguration, he had begun raising the issue of annexing Greenland and making similar remarks about Canada, our large but lightly populated northern neighbor. Now that the Greenland issue has been revived in such forceful fashion, it’s hardly surprising that Canadian Prime Minister Mark Carney may have grown worried that his own country might be next on the menu of conquest. Our newspapers reported his recent visit to China, seeking to reestablish full and friendly relations with that country.
Furthermore, as I discussed last week, one of our most important global allies has suddenly taken an even more dramatic shift in a similar direction.
South Korea has one of the world’s largest, best-equipped militaries as well as some of its leading industrial corporations, including a microchip industry twice as large as America’s own. Given the combination of all these factors, that country could plausibly be ranked as first among equals, along with our other top global allies such as Japan, Germany, Britain, and France. Therefore, some recent developments that I noted last week were especially striking:
Although the American newspapers largely ignored it, I discovered that the South Korean president recently paid a very friendly four day visit to China, bringing with him an enormous delegation of 200 officials and business executives, surely one of the largest such contingents in his country’s history. And in an important statement, the media outlets of both countries reported that the South Korean leader fully affirmed the One China policy, under which Taiwan is regarded as a temporarily separated province of a unified China. Moreover, by a wide margin China is already South Korea’s largest trading partner.
According to the knowledgeable East Asian commenter who brought that story to my attention, the photograph contained some subtle but important clues:
There is likely a symbolic undertone to the dresses the respective First Ladies chose to wear…The Chinese First Lady decided to wear something from their early Republic circa 1920s, before the Chinese Civil War…The Korean First Lady chose to wear something even more traditional dating to centuries ago when Korea was considered a fraternal relation of China.
[Dealing with a gangster] If South Korea has now taken a dramatic turn towards China, a number of contributing factors may have gone into that decision. Last year, Trump suddenly imposed very heavy tariffs on that country, and also made an outrageous, extortionist demand for an immediate payment of $350 billion, a sum that the prime minister declared would wreck its national budget.
Then last September I’d noted that that South Korea had been totally humiliated by a brutal ICE raid on its nationals working in America, and I’d even suggested at the time that this might have potentially important consequences:
Aside from Japan, South Korea is our most important remaining Asian ally, a major economic and technological power, but late last week our relations may have suffered a severe blow.
For the last several years, our government leaders have pressured the South Koreans to invest billions of dollars establishing new American factories, but on Friday our immigration service staged a huge raid on the Hyundai-LG plant in Georgia, arresting hundreds of its South Korean nationals as illegal immigrants, with their harsh treatment producing waves of public outrage in that country…incidents such as this may result in drastic changes in South Korean attitudes towards America.
An American War With China, Then and Now
Although these diplomatic moves by Canada and South Korea may be developments of considerable long-term significance, it is unclear whether they are regarded as such by Trump and his top advisors. Those latter individuals seem to have become positively giddy from what they regard as their very successful use of raw military power, probably believing that if necessary such similar force could be employed to completely sweep aside any shifts in international alignment that they find overly disagreeable. Once you have kidnapped your first foreign leader, doing so a second or a third time becomes much easier.
The American government seems to only recognize the language of military power and if Russia is unwilling to risk a direct clash with a Western alliance that so enormously outweighs it in population and economy, our only remaining serious global opponent would be China.
China is certainly regarded as an economic colossus, but probably few Westerners consider it a great military power. Indeed, the Chinese have never emphasized their martial virtues, and their foreign policy has always been circumspect, defensive, and cautious.
America has been almost continually at war somewhere or other for the past two or three generations, while across those same seventy-odd years, China has only fought two very short border wars, a clash with India in 1962 and one with Vietnam in 1979, with each of those small conflicts lasting only about one month and the more recent one not going particularly well. Probably few if any Chinese military commanders have ever actually seen combat.
Given such sharply contrasting histories of warfare, I suspect that many of the arrogant, highly militaristic members of the Trump Administration view the Chinese armed forces in rather dismissive terms, including our Secretary of War Pete Hegseth, a notoriously pugnacious veteran of our Iraq and Afghanistan wars.
Yet although few Americans are probably aware of it, the worst military defeat we ever suffered in our entire national history was inflicted by the Chinese during the Korean War. In 1950 Gen. Douglas MacArthur’s victorious army was rapidly advancing across North Korea, heading towards the Chinese border, and we completely disregarded the Chinese warnings to stay away. The Chinese then intervened with the consequences I discussed in a 2021 article:
One crucial point they properly emphasize is the terrible scale of the American defeat at the hands of the intervening Chinese ground forces during late 1950. They quote from Disaster in Korea, the definitive military account of that conflict by Lt. Col. Roy E. Appleman, who characterizes the situation in extreme terms: “…a series of disasters unequaled in our country’s history…a massive retreat, without parallel in U.S. military history.” As a consequence, both President Truman and the Joint Chiefs of Staff agreed that atomic bombs should be used if necessary to avert total defeat.
The Chinese forces that attacked us were a poorly-equipped army, consisting almost entirely of peasant infantry and lacking any air support. But the defeat they inflicted upon our military forces was so severe that Truman desperately considered using atomic bombs to salvage the situation and he almost certainly did deploy illegal biological weapons against the Chinese [and Koreans].
Although nearly all Americans have forgotten that history, it should be firmly kept in mind as we consider the growing provocations of the Trump Administration against China.
China was a leading importer of Venezuelan oil, and one of the tankers Trump seized was carrying crude that it had already purchased, with our president boasting that he had confiscated the contents and would either add the oil to our own strategic reserve or else auction it off on the open market. Around that same time he announced that he would be selling an additional $11 billion of advanced weaponry to Taiwan, including missiles able to hit Chinese cities. Adding insult to injury, Trump’s abduction of President Maduro came just hours after the latter had held extensive meetings with a high-level visiting Chinese delegation, and this must have surely been a major embarrassment to the Chinese government.
I doubt that China will appreciate the prospect of having its cities placed within missile range of the new weapons systems that Trump will be delivering to Taiwan. [The usual arrogant, exceptionalist double-standard]
Although Trump and Miller have declared that the entire Western Hemisphere is our own sphere of influence and they are seeking to eliminate all of China’s past economic inroads into Latin America, they have been absolutely unwilling to grant China the same privileges. They would violently oppose Chinese military bases or troops in Mexico or the Chinese sale to Cuba of powerful missiles that could hit American cities, but see nothing wrong in doing similar things in China’s own backyard.
So far, the Chinese have failed to take any strong actions in response to these numerous provocations, nor have they indulged in the heated public rhetoric that our own government regularly spouts. Trump probably regards this as further evidence of Chinese weakness, but he may be seriously mistaken.
More than a century ago, racialism dominated Western intellectual life and the books of that era reflected this tradition. One of our greatest early sociologists was E.A. Ross, and in 1911 he published The Changing Chinese, a short but fascinating book with a chapter entitled “The Race Mind of the Chinese” containing the following passage:
The more cheaply gotten-up races of men have a short mental circuit and respond promptly to stimulus…But the races of the higher destiny are not so easily set in motion…
We like to think of the Anglo-Saxons as of this stable type and feel that such an endowment makes up to our race for its lack of the quick mobile feeling, the social tact and the sensitiveness to beauty so characteristic of South Europeans. Now, of this massive unswerving type are the Chinese. Fiery or headlong action is the last thing to be expected of yellow men. They command their feelings and know how to bide their time. They are not hot to-day, cold to-morrow. Hard are they to move, but once in motion they have momentum. Slow are they to promise, but once they have promised for a consideration they “stick.”
Much like his own Anglo-Saxons, Ross regarded the Chinese as a people often slow to decide upon an undertaking but then very swift, firm, and decisive when they finally did so. The Chinese had exhibited exactly those characteristics in 1950 when they smashed the American army in Korea.
EDITOR'S ADDENDUM. |
And after decades of patiently biding their time and silently enduring countless American provocations, they may finally be ready to take action against America in their own East Asian backyard.
In late 2024 we began republishing the Substack columns of an astute retired Chinese technology executive named Hua Bin, and one of his most recent pieces bore a highly provocative title.
- China to Get Ready for War with the US in 2026
Hua Bin • Substack • January 13, 2026 • 1,900 Words
The wife of former New York Times Beijing Bureau Chief Nicholas Kristof is Chinese and together they have written several books on that country. Just a couple of days ago he published a long piece with a similar title: “How War With China Begins.”
China’s Overwhelming Military Superiority Near Its Home Waters
In considering the likely course and contours of a war between China and America, the military histories of our two countries could not be more dissimilar. The last extended war that China fought was in Korea nearly three generations ago, while America has fought numerous very long wars since then and has been continually at war since 9/11. Since practice makes perfect, a naive analyst might assume that we would enjoy a major advantage in combat. But I think that the exact opposite is much more likely to be true, with the analogous early history of the First World War suggesting the reason.
When the Guns of August began firing in 1914, peace-loving Imperial Germany had not fought a major war in over 40 years, while the British Empire had been almost constantly at war during those same decades. But all of Britain’s many wars had been colonial conflicts, with British riflemen generally facing the assegai spears of Zulus or similar foemen. British officers had comfortably settled into tactics and strategies that were totally unsuited to combat against an industrialized adversary such as Germany, whose artillery and machine-guns were as good or better than their own. As a consequence, they suffered horrendous losses, with some 20,000 British troops being killed on the first day of the Battle of the Somme.
Similarly, for generations American commanders have spent their entire careers fighting foes who could not effectively fight back, deploying their helicopter gunships against goatherds armed with AK-47s, and their weapons and mental habits could prove extremely counter-productive under different circumstances. Indeed, the main reason that we made no effort to develop effective air defenses was that our opponents lacked any missiles or bombers, and for similar reasons, our cruise missile arsenal still largely consists of elderly Tomahawks, based upon technology that is now a half-century old and obviously obsolescent.
We have certainly become extremely skilled at particular types of warfare, notably commando raids, assassinations, and government destabilizations, with our flawless recent strike against Caracas being a perfect example of this. But I doubt that much of this special forces toolkit would prove very useful in the waters of the South China Sea or the Straits of Taiwan.
For more than a century, America’s military strength has always been based upon the massive superiority of its industrial power, but these days the potential of even a fully reindustrialized America would be totally dwarfed by that of our Chinese opponent. As I’ve discussed on a number of occasions, the best simple metric of industrial power is probably the size of the real productive economy, and by that standard China’s economic capacity is more than three times larger than our own. Indeed, China already outweighs the combined total for the entire America-led bloc—the United States, the rest of the Anglosphere, the European Union, and Japan. Thus, while Russia would have been hugely outmatched in any long-term military conflict with the West, China’s situation is entirely different.
Very early in his career, former Ambassador Chas Freeman served as the young interpreter for President Richard Nixon during the historic 1972 trip to China, and he is widely regarded as one of our leading China experts. In a 2023 public lecture, he suggested that America’s new Cold War against China bore many similarities to our previous conflict against the USSR, except that this time we were playing the role of our old vanquished adversary, an analogy I had also frequently expressed:
In international affairs, as in physics, for every action there is an equal and opposite reaction. Our actions have stimulated China to mirror, meet, and match our military hostility to it. We are now in an arms race with China, and it is far from clear that we are holding our own…
Despite China’s remarkable military buildup, Beijing has so far kept defense spending well below two percent of GDP. Meanwhile, cost control continues to elude the Pentagon. DoD has never passed an audit and is infamous for the waste, fraud, and mismanagement that result from its reliance on cost-plus procurement from the U.S. equivalent of profit-driven state-owned enterprises – military-industrial corporate bureaucracies whose revenues (and profits) come entirely from the government. The U.S. defense budget is out of control in terms of our ability to pay for it.
Four decades ago, the United States bankrupted the Soviet Union by forcing it to devote ever more of its economy to defense while neglecting the welfare of its citizens. Now we Americans are diverting ever more borrowed and taxpayer dollars to our military even as our human and physical infrastructure decays. In some ways, in relation to China, we are now in the position of the USSR in the Cold War. Our fiscal trajectory is injurious to the general welfare of Americans. That, along with our liberties, is, however, what our armed forces are meant to defend.
- Ambassador Chas Freeman on Our Cold War Against China
Ron Unz • The Unz Review • December 9, 2024 • 7,500 Words
In January 2025, I’d published a very long and comprehensive comparative review of China and America, drawing substantially upon Hua Bin’s posts and articles, with much of my analysis focused upon a possible military conflict, summarizing those same issues a couple of weeks later in an interview with Mike Whitney.
In his writing, Hua noted that over the last decade the mainstream American media had regularly emphasized the likelihood of a war with China in the near future, with a recent example being a lengthy late October 2024 article in the New York Timescarrying the headline “The U.S. Army Prepares for War with China.”
Given Hua’s technological background, it was hardly surprising that he provided a great deal of detailed information on the weapons systems that China would be likely to use, and I quoted much of his material at length:
– China test launched its DF31AG ICBM successfully last month, making it the only country with a successful recent test performance in long-range (12,000 kilometre) nuclear attack capability. China also has DF41 in its arsenal, a Mach 25 18,000 km hypersonic ballistic missile that carries 6 times more nuclear warheads than DF31. These, together with submarine-launched JL-3, serve as a strong deterrent to US nuclear blackmail
– China 5th-gen stealth heavy fighter J20 has upgraded its engine with WS15. It now outperforms F22 (let alone the smaller F35) in speed, manoeuvrability, and longer beyond-visual-range air to air missile (PL17). Its stealth, avionics, radar, EW capability, speed, range, and firepower far exceeds F35, a medium-size jack-of-all-trades cheaper fighter which is now the main aerial combat platform for the US. China produces 100 J20s a year and the US has stopped producing F22 due to its high cost. There is also a two-seat version of J20 – the J20S – which has unmanned loyal wingman swarming capability. China has started production of its own medium-size stealth fighter J35 as a cheaper, high volume 5-th gen figher.
– China has fielded multiple hypersonic missile systems such as DF17, DF26, DF100, YJ21, while US has yet to field any, falling behind not just China and Russia but also Iran in this critical future military technology. Russia shocked the west with its hypersonic HGV missile Oreshnik in Ukraine just the other week. While the Oreshnik is still an experimental weapon, China’s DF17 or DF26 are mature systems tested many times over the years and have been deployed in the Rocket Force for half a decade. According to the US DoD, China has conducted twice more hypersonic missile tests in the past decade than all other countries combined.
– On the naval front, US Navy openly acknowledges China’s ship building capacity is 230 times of that of the US. The US Navy is now resorting to outsourcing navy ship building and maintenance to Korea and India, against US own laws
– China can produce conventional precision-guided rockets at the same unit cost (USD4-5000) as US builds dumb artillery ammos like the 155mm shells. The US DoD head of procurement warned in 2023 that China’s defence budget has a 3 or 4 to 1 advantage against the US in procurement value for money. Given its industrial base, China can not only produce more cheaply but in much larger volume as well. As we can see in Ukraine and the Middle East, quantity has a quality of its own when it comes to high intensity modern warfare. In a hot war, the cost exchange and quantity exchange will heavily favor China.
– China is the only country in the world that can mass produce CL-20, the most destructive non-nuclear explosives. Imagine CL-20 explosive warhead on DF17 in an attack on US aircraft carrier – a hit translates into 5000+ KIAs and $14 billion capital asset excluding aircrafts on board. The much-acclaimed “mother of all bombs” that the US dropped on the hapless Afghanis will fale next to that meteorite strike.
– China’s PHL16 multiple launcher rocket system is a high mobility high precision attack platform similar to HIMARS but it has a range of 500 KMs vs 300 km for HIMARS with higher payloads and higher precision (guided by the Beidou satellite system, which is itself far superior to the outdated GPS system the US military relies on). Unlike the HIMARS system which is treated as a scare miracle weapon by the west, China has deployed the PHL16 system to more than 40 army battalions in 4 provinces close to Taiwan. PHL16 alone can conduct blanket precision strikes on any point in Taiwan on road-mobile TELs. The Chinese call such cheap saturation strike weapon as “all-you-can-eat buffet” in a Taiwan pre-landing bombing campaign.
- American Pravda: China vs. America
The Chinese Military and the Prospects of a War with America
Ron Unz • The Unz Review January 13, 2025 • 14,100 Words
Hua emphasized the obvious fact that a military clash between China and America near Taiwan or in the South China Sea would be occurring within a couple of hundred miles or so of the Chinese mainland while American forces would be operating at the end of a resupply chain that stretched some 6,000 miles. This was one of the many reasons he has expected China to win an easy victory in any such conflict.
My own verdict was very similar. In an article a couple of weeks ago, I’d pointed out that although we boasted that our unequaled navy controlled the waters of that region, the dramatic changes in military technology over the last couple of decades that Hua was describing had radically shifted that balance of power.
Using its huge industrial base, China had amassed an enormous arsenal of both conventional and hypersonic missiles while our own air-defense systems were quite ineffective. Therefore, in any full conventional war I couldn’t see anything that would prevent the Chinese from using waves of those missiles to immediately sink every American aircraft carrier and other warship in the region, while destroying all our airbases within many hundreds of miles, thereby winning the war within the first 24 hours.
In that same article, a seemingly knowledgeable commenter had laid out his estimate of the likely balance of forces:
It’s baffling how people still think that US v China in the South China Sea would be a serious fight, or anything other than a one-sided massacre of US forces.
The US can assemble at most three carrier strike groups in the South China Sea, from which it can deploy 144-180 Super Hornets and F-35Cs.
China, meanwhile, is next door and can assemble 300+ J-20s, 300+ J-16s, and up to 1,000 more capable 4th-generation aircraft.
Add to that being able to deploy heavy AWACS and tankers. And being able to call upon strategic bombers carrying ALBMs.
And add to that its fleet of over 45 modern submarines, and vast stocks of land based anti ship misisle[sic] batteries.
Indeed, the notion that America would be decisively defeated after just a day or so of combat might even be an overly cautious assessment.
Our top military leadership would obviously be loath to see so much of their hugely expensive navy quickly annihilated and they have probably grown alarmed by Trump’s very provocative behavior. Therefore, they may have been responsible for the December leak of a Pentagon report indicating that the Chinese could destroy our largest aircraft carriers “within minutes.” So according to the Pentagon’s own wargames, America might suffer a crushing military defeat within the first hour or two.
Applying the Venezuela Precedent to Blockading Taiwan
Although it seems clear that China would easily win a conventional war against America’s forces near its own home waters, wars often have dangerous, unforeseen consequences, and this is especially true in a world containing nuclear weapons. If we suffered an overwhelming military defeat with very heavy casualties, Trump and some of those around him might be sufficiently irrational that they would take escalatory steps that could set the entire world on a path to destruction. I’m sure that China’s own cautious, pragmatic leaders recognize those dangers and seek to minimize such risks.
Also, as discussed above, Trump’s atrocious behavior has recently caused some of our most important allies such as South Korea and Canada to begin shifting in China’s direction. If China were seen to have provoked a major war let alone actually begun it, these important diplomatic advances might be halted or lost.
Therefore, I think that China’s optimal strategy would be to restrict its actions to peaceful ones, but do so in a manner that may deal a very serious, even crippling blow to its American adversary.
The Chinese Civil War ended more than three generations ago and since that time, the Communist government of mainland China has been absolutely committed to its One China Policy, under which Taiwan is regarded as merely a temporarily separated province of a single, unified Chinese homeland. Indeed, the Nationalist Chinese KMT party that ruled the island during most of those decades took exactly that same position. The American government and nearly all other nations around the world have always affirmed that same legal framework.
With a recorded history thousands of years long, the Chinese are a very patient people, and the political leaders in Beijing have regularly emphasized that they are in no great hurry to achieve reunification with Taiwan and would certainly prefer to do so by entirely peaceful means. However, they have also declared their willingness to use military force if the separatist-leaning DPP party that has intermittently governed Taiwan since 2000 were to move towards independence.
Following Nixon’s historic opening to China in 1972 and for decades afterward, it was understood that America would steadily reduce all of its arms shipments to Taiwan and also support eventual reunification. However, in recent years, our own country has increasingly back-tracked on those past commitments and Trump may have now completely abandoned them.
His recent announcement of a huge $11 billion sale of advanced arms to Taiwan was not only far larger than anything previously provided, but it even included missiles capable of hitting Chinese cities, which would surely cross a bright red line. This quickly prompted some extremely serious Chinese saber-rattlingat the end of December, with Beijing threatening to impose a “chokehold” on what it has always regarded as a rebellious, breakaway province.
But if Trump has created a major problem for China, he has also provided that country with the obvious solution.
Venezuela is located more than a thousand miles from the U.S. and has little if any cultural or historical connection to our own country. Yet because Trump strongly disliked the policies of its government, he imposed an oil blockade against that nation, while also declaring a No Fly Zone over its airspace. He enforced that blockade by military force, seizing any tankers that were trying to transport the oil it produced to those countries that had purchased it, notably including China.
Over the last couple of weeks, I have repeatedly pointed out that if Trump can declare a blockade of the independent country of Venezuela based upon no legal justification, China can certainly claim that it has an equal right to do so with regard to an island that the U.S. government and nearly the entire world have long recognized as an inalienable part of a single, unified China. Not only can China cite the undeniable legal precedent of Venezuela, but that precedent is drastically skewed in China’s own favor.
China could impose that temporary air and sea blockade to enforce certain strong but very reasonable demands. It could require that Taiwan’s government agree to immediately cancel the huge arms deal that it had recently signed with America and that it also make a solemn commitment against ever seeking independence from China. Perhaps the Taiwanese might also be required to disgorge themselves of some of the more powerful weaponry they had previously received under the first Trump and the Biden Administrations.
These are hardly unreasonable requests. Would Trump be willing to have China sell missiles to Cuba that were capable of hitting American cities?
I think that such a full blockade would be extremely effective in very quickly bringing Taiwan’s government to heel. As Kristof explained a couple of days ago in his New York Times column:
Taiwan’s economy depends on imported petroleum products, and it has only two or three weeks’ worth of natural gas on hand. Taiwan’s future might then depend on whether President Trump was willing to order the U.S. Navy to escort ships to Taiwan to break the blockade.
Based that leaked Pentagon report, it would be absolutely suicidal for America to challenge China’s military forces in the region, and if we did not, the Taiwanese would be forced to completely submit within just a few weeks. The Chinese would probably not need to fire a single shot.
The internal politics of Taiwan would considerably assist that result. I’ve heard that the Chinese Nationalists of the KMT still heavily dominate Taiwan’s officer corps, especially its top ranks, and they deeply despise the ruling DPP as national traitors, with such sentiments hardly helped by the latter’s warm embrace of Western cultural practices that most Chinese regard as abhorrent. For example, in November 2018, the Taiwanese electorate overwhelmingly rejected Gay Marriage at the polls, but the DPP nonetheless enacted that policy into law six months later, with Taiwan becoming the first country in Asia to do so.
Based upon this very sharp political division between the KMT and the DPP, some knowledgeable people have told me that faced with sufficient external pressure, the KMT-led armed forces might stage a military coup and quickly come to an amicable agreement with their cousins on the mainland, with whom they generally enjoy friendly relations. I would think that a Chinese blockade of vital oil and gas supplies and America’s unwillingness to challenge that blockade would facilitate such an outcome.
Whether America did attempt to break the Chinese blockade by military means and saw its forces quickly annihilated, or much more likely, avoided any conflict and allowed Taiwan’s submission, the cost to American global prestige would be enormous. We would have demonstrated to the entire world that despite our trillion-dollar defense budgets, in East Asia we were merely a paper tiger. We would have conceded that the Chinese navy now controlled the sea lanes of that region, sea lanes that are among the busiest and most important in the world. A large fraction of all industrial products and its consumer goods are produced in East Asia, and China would dominate those waters.
Under past circumstances, a Chinese blockade of Taiwan might have been viewed with great disfavor by much of the world, especially given the negative way it would be portrayed by the powerful Western global media. But over the last year Trump’s outrageous behavior has alienated so many major countries that this situation would be much less the case today.
In any event, the blockade of Taiwan would probably last only a few weeks, involve no bloodshed, and soon be forgotten. Taiwan’s status might not have been drastically changed, but its government would have had its wings sharply clipped and be set much more firmly on the course of future reunification with the rest of China. The total political humiliation of the DPP might lead to a sharp drop in popular support for that party, with the KMT or similarly aligned parties gaining long-term control over the local government.
The AI Tech Bubble and Maximum American Vulnerability
Trump declared his coercive blockade of Venezuela in mid-December, and although I began emphasizing its obvious implications for China’s policy towards Taiwan in a January 5th article, I’ve been surprised that so few others have done the same, at least if the results returned by my casual Googling of “Trump Venezuela Taiwan blockade” are any indication.
Instead, the overwhelming focus seemed to be whether our commando raid on Caracas might embolden the Chinese to launch a full-scale invasion of Taiwan or at least attempt a similar operation to abduct Taiwan’s current president, with a short piece published on the website of the Council on Foreign Relations being a typical example of this.
A Chinese invasion of Taiwan would involve massive loss of life and be totally disastrous, while an attempt to kidnap the Taiwanese president would probably accomplish little if successful and could easily fail. Taking such violent actions would make little sense if a simple air-sea blockade would probably cause Taiwan’s surrender within just a few weeks.
As it happens, the author of the CFR piece was a Fellow for Asia Studies named David Sacks, but when I saw the byline I initially confused the author with David O. Sacks, the billionaire who serves as the Technology Czar of in the Trump Administration. I actually think that latter individual would have a far better understanding of the enormous potential leverage that China currently enjoyed over both Taiwan and America.
According to what I’ve read, the military strategy that the Pentagon had formulated in the event of a war with China was to enforce a distant blockade of that country, intercepting shipments of oil and raw materials so as to inflict serious damage upon the Chinese economy. This blockade would be maintained by carrier task forces and other warships operating at a distance far beyond the range of China’s powerful anti-ship missiles. I had earlier discussed the prize winning 2024 essay published by the U.S. Naval Institute, which envisioned using exactly this sort of maritime interdiction strategy to weaken and ultimately defeat China in a conventional war.
Under past circumstances, such a plan may or may not have been partially successful. Over the last couple of decades, this exact perceived vulnerability had led China to shift towards the very heavy use of EVs, thereby drastically reducing its oil consumption, while the government had also built up a large strategic oil reserve. Russia is the world’s greatest treasure-chest of raw materials, oil included, and over time it could certainly increase its land shipments of those vital commodities to its Chinese ally.
But other current considerations render all these past Pentagon military strategy documents completely moot.
Over the last few years, the gigantic AI boom has driven the market values of major tech companies to unprecedented heights. There have been very widespread claims that we are experiencing an obvious AI Bubble, with trillions of dollars being budgeted for capital expenditures in that sector. Indeed, by some estimates America would probably have already fallen into a recession during 2025 if not for the enormous spending on data centers and other AI related projects, with AI accounting for 40% of all American GDP growth last year. Our economy has also been propped up by the consumer “wealth effect” produced by the huge rise in Tech stocks, almost all of that driven by the AI boom.
The seven largest corporations by market value are all Tech companies, largely boosted by their AI prospects, and their total value is over $20 trillion. Other Tech companies, whether public or private, add many trillions of dollars in additional market value.
But Taiwan is the world’s largest producer of microchips and especially dominates the manufacturing of the most advanced such chips, such as those used for AI. China holds the second spot and South Korea is in third place while America’s market share is merely 6%. Although the U.S. has been making major efforts to increase its domestic production, that project will take years to bear fruit. As of today, nearly all of Nvidia’s cutting-edge AI chips are still manufactured at the TMSC factories in Taiwan.
Thus, America’s entire AI boom, including trillions of dollars of planned investment and tens of trillions of dollars in market value, depends upon the steady, uninterrupted supply of AI microchips from Taiwan.
A Chinese blockade would cause an immediate end to those shipments of AI microchips and puncture that bubble.
I could easily imagine the largest, most heavily over-valued Tech stocks dropping by 50% or more, erasing many, many trillions of dollars in investor wealth. Over-leveraged hedge funds would surely go under, worsening the pain. Wall Street might see one of the worst collapses in its entire history.
However, if Taiwan merely submitted to China and the American government blessed that political outcome, all those AI shipments could immediately resume. I think that every major Tech executive and wealthy investor would apply enormous pressure on the American and Taiwanese governments to surrender to China’s reasonable demands on those issues.
The American government would have no other possible options.
Over the years there has been widespread speculation that the American government had prepared contingency plans to destroy the Taiwanese chip factories if China invaded, thus preventing them from falling into Chinese hands. But doing so under these circumstances would eliminate any hope of a quick resumption of AI chip exports, and ensure the permanent collapse of all those Tech stocks.
In six months or a year, the Tech and AI Bubbles might have anyway burst, greatly diminishing the importance of AI chips. Within another two years or three, America might have built up its domestic chip manufacturing facilities to the point that it could partially replace a loss of supply from Taiwan.
But at this particular moment in time, a Chinese blockade of Taiwan would amount to placing its hands around the windpipe of the all the West’s leading technology companies, all of Wall Street’s wealthy investors, and to a considerable extent the entire American economy.
So now is the right time for China to strike and burst the bubble of President Donald Trump’s American Empire.
Related Reading:
- The Trump Doctrine: “They Have It. We Want It. We Take It.”
- Puncturing the Propaganda-Bubble of the USSA and Its EUSSR Vassals
- American Pravda: China vs. America
- Ambassador Chas Freeman on Our Cold War Against China
- Donald Trump as Our President Caligula
- President Donald Trump as Founding Father of the Newer World Order
BEFORE you leave, PLEASE pay attention to this alert.
[t4b-ticker id="1"]
Print this article [bws_pdfprint display=’print’]
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License •
ALL CAPTIONS AND PULL QUOTES BY THE EDITORS NOT THE AUTHORS










