President Trump has been moving at pace to bring about peace in the Middle East and Europe so that his administration can focus on the PRC.
From day one of returning to the White House, President Donald Trump has moved with tremendous speed to enact his “America First” agenda. Domestic moves like radically trimming the U.S. bureaucracy through the Elon Musk-headed Department of Government Efficiency, disempowering the controversial U.S. Agency for International Development, freezing federal spending, and dismantling climate change and DEI policies of the Biden administration have grabbed headlines and provided plenty of talking points for commentators.
Trump’s external actions have been just as eye-catching. He announced various tariffs, had Secretary of State Marco Rubio travel to Panama and other South American countries to get them to counter Chinese Communist Party influence, said that the U.S. would take over the Gaza Strip after Israel had concluded fighting, and called Russian President Vladimir Putin to kick off negotiations to end the war in Ukraine.
Legacy media outlets and other commentators rushed to slam Trump for rapidly changing the world order and remaking U.S. foreign policy. Lost beneath the hubbub of criticism was acknowledgment of the Trump administration’s early success in getting countries on the same page with the U.S. in countering Communist China.
The tariff effect
President Trump spoke fondly of tariffs on the campaign trail and quickly put his tariff plans into action. Key Trump tariff moves during his first four weeks in office include imposing additional tariffs of 10 percent on China and 25 percent on Canada and Mexico (currently paused after the leaders of both countries reached out to Trump), raising tariffs on steel and aluminum imports from all countries to the U.S. to 25 percent, and ordering his economics team to come up with plans for reciprocal tariffs on every country taxing U.S. imports. Trump’s tariffs and threat of tariffs have pressured countries into seeking out talks with Washington and beginning economic negotiations.
At a glance, Trump’s antagonizing of both allies and rivals alike with tariffs appears to be counterproductive to U.S. interests and underscores the president’s reputation for being a “loose cannon.” Upon closer examination, however, Trump’s tariffs have a common denominator in that they directly or indirectly serve to counter Beijing.
U.S. tariffs on Chinese products are the most direct expression of the Trump administration’s “tough on China” approach. The recent 10 percent tariffs may not seem particularly significant, but signal to Beijing that the administration is not happy with the People’s Republic of China. After all, the PRC failed to fulfill the entirety of the Sino-U.S. trade deal signed in Trump’s first term, sought to cover up the COVID-19 pandemic, and did not adequately stop the flow of fentanyl and other drugs into the United States.
President Trump has publicly talked about revoking China’s most-favored-nation trading status and had reportedly discussed privately with advisers on the possibility of imposing a flat 60 percent tariff on all Chinese imports. We believe that Trump is likely to hike tariffs on Chinese goods. How quickly Trump escalates tariffs would likely hinge on Beijing’s willingness to negotiate and live up to its commitments, and the pace of the Trump administration’s internal reforms.
Meanwhile, Trump’s tariffs on America’s allies and partner nations are likely intended to bring those countries to the negotiating table and get them on the same page as the U.S. regarding China and other issues. This strategy already appears to be working. In the week of Feb. 10, all of Canada’s 13 premiers traveled to Washington to lobby the Trump administration and U.S. lawmakers against imposing tariffs. Speaking at the U.S. Chamber of Commerce in Washington on Feb. 11, Ontario premier Doug Ford said that “Canada is here to help” the U.S. decouple from “China and its global proxies.” Ford also described the PRC as a “common economic enemy” and said that the U.S. and Canada should “work together and protect ourselves from the likes of China.”
Trump’s tariffs against neighbors of the U.S. also appear to be geared towards closing off export loopholes that the PRC can use to circumvent tariffs on Chinese exports. Ontario’s Doug Ford hinted as much when he said that Canada could adopt measures such as helping to end Chinese transshipments through Mexico, matching or exceeding U.S. tariffs on mainland products, putting up protections against Chinese investment and ownership in strategic sectors like energy and critical minerals, and having a “robust” coordinated investment-screening process.
Pivoting to the East
President Trump has been moving at pace to bring about peace in the Middle East and Europe so that his administration can focus on the PRC.
U.S. defense secretary Pete Hegseth indicated as much in a recent visit to Brussels. Speaking to NATO allies, Hegseth said that the U.S. faces “a peer competitor in the Communist Chinese with the capability and intent to threaten our homeland and core national interests in the Indo-Pacific.” Therefore, the U.S. is “prioritizing deterring war with China in the Pacific, recognizing the reality of scarcity, and making the resourcing tradeoffs to ensure deterrence does not fail.” The following day, Hegseth said that the U.S. is no longer “primarily focused” on European security.
Another sign that Trump has his sights on China can be glimpsed from how he is pursuing Ukraine peace talks with Russia. In a post on Truth Social, Trump said he spoke with Putin about “the great benefit” that the U.S. and Russia will “someday have in working together.” Also, the Trump White House said that a PRC proposal that it would help to hold a summit between Trump and Putin, as well as facilitate peacekeeping efforts in Ukraine as reported by The Wall Street Journal was “not viable at all.”
Trump’s effort to negotiate peace in Ukraine directly with Putin and rejection of the PRC’s “peacemaker” role denies geopolitical leverage to Beijing. Should China be almost entirely sidelined from the peace talks and process, and should U.S.-Russian ties be renewed, then it is not implausible that Trump could later do a “reverse Nixon,” or split Beijing and Moscow. A “reverse Nixon” could be appealing to Putin as Russia and China are natural and historical geopolitical rivals. However, Moscow will unlikely outright abandon its “friendship” with the PRC even if it participates in a “reverse Nixon” in some form.
Global pariah?
Communist China is at risk of becoming a global pariah if President Trump succeeds with his foreign policy agenda. To mitigate growing geopolitical pressure, Xi Jinping has to shift the PRC’s geopolitical ambitions and genuinely realign China with the international community.
But Xi would find it nearly impossible to change policies as long as he clings to the communist ideology and works exclusively within the CCP authoritarian system. This sets up Beijing on a collision course with the Trump administration, and would substantially raise the many internal and external risks facing the PRC.