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處理國際事務的新角色和新規則 - 開欄文
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九三閱兵」後「國際新形勢」一詞相當時髦,本欄第二篇評論的英文標題都用到它形勢」一詞是原文秩序」的意譯。不論秩序」或形勢」,一般人的「用法」都偏向「大而化之」;難知其具體「所指」。本開欄文標題雖嫌它是針對梭特教授大作脈絡中,就「秩序」/形勢」一詞所做的詮釋(請見本欄下一篇);此處請見該文第2節第1段(第1節為前言」,無子標題)。

本欄意旨我想不必多加解說請參考本部落格以下報導/評論:

川、普野合後之歐洲和該欄其它報導/評論
貿易戰2025和該欄其它報導/評論
美元獨霸地位的黃昏時刻欄其它報導/評論
李顯龍「世界減一」論
和該欄其它報導/評論
金磚五國近況及展望和該欄其它報導/評論
展望多邊主義與自由主義主導下的國際秩序》前言和該欄其它報導/評論
 「後美國」時代(該欄2024/12/31)
 論川普上台(該欄2024/12/26)
「中國突然瀕臨崩潰」之胡說八道
攸關美國未來地位的關鍵議題
分析美國領導下的「國際秩序」

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以美為首全球化結束

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全球失序的年代-M. Leonard
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又一位自以為是但邏輯訓練不足的「政治學者」。

The Age of Global Un-Order

Mark Leonard, 04/24/26

As crises become more complex, less predictable, and increasingly intertwined, the global system is no longer anchored by shared rules and norms. In a world where the very idea of order has collapsed, governments must learn to navigate radical uncertainty rather than chasing lost anchors of stability.

BERLIN—The US-Israeli strike that killed Iran’s supreme leader, Ayatollah Ali Khamenei, and launched the United States’ most consequential Middle Eastern adventure since the Iraq War caught many in Europe off guard. Confronted with a series of cascading crises—from a 1970s-style oil shock to a transatlantic rupture threatening Europe’s security architecture—many analysts have reached the same conclusion: the conflict represents a breakdown of the multilateral system and heralds an era of global disorder.

Yet this interpretation misses something more profound. The Iran war shows what geopolitics looks like when the very idea of order has collapsed, a state of affairs I call “
Un-Order.”

The distinction matters. Disorder is what happens when established rules are deliberately broken. To describe a situation as disordered is, paradoxically, to affirm that shared norms still exist, even as they are violated. Un-order, by contrast, emerges when those norms are overtaken by events and there is no longer a shared understanding of right and wrong, or even of the truth itself. In their place remains a deeper, irreducible uncertainty.

Rather than being governed by shared rules, the international system is now beset by episodic bursts of coercion and retaliation. The Iran war is a case in point: the February 28 strike that killed Khamenei and triggered the current round of regional escalation took place while negotiations were still underway, evoking the surprise attack on Pearl Harbor on December 7, 1941, when Japanese negotiators were still in Washington for talks with the US.

Worse still, international law and institutions have proven largely ineffective in preventing the US, Israel, and Iran from openly flouting core norms against the assassination or kidnapping of political leaders, attacks on civilian infrastructure, and even the long-standing taboo against wars of aggression.

Crucially, the war’s principal actors do not seem to be aware that they are breaking rules at all. When Russian President Vladimir Putin’s tanks rolled into Ukraine in 2022, the Kremlin produced reams of legal justifications for the invasion—an implicit acknowledgment that a crime was being committed. By contrast, when US President Donald Trump threatened to attack Iran’s civilian infrastructure, or when Secretary of “War” (Defense) Pete Hegseth declared that the military would show “
no quarter, no mercy,” there was little indication that either man knew or cared that they were advocating the commission of war crimes.

No institutional architecture can function when major actors stop playing by the rules. That is the essence of the distinction between disorder and un-order: one involves breaking rules; the other means that no agreed-upon rules exist.

Polycrisis Is the New Normal

The new age of un-order cannot be attributed to Trump alone, even though his theatricality has come to embody it. He is better understood as a symptom, rather than its primary cause, of a world that has lost its organizing principles. The deeper forces driving this transformation are structural: economic disruptions, climate change, technological advances, and demographic shifts, all converging on the foundations of the existing global order.

As a result, crises are becoming more complex, less predictable, and potentially catastrophic. Rather than simply spreading, they often bleed into one another. In a hyperconnected world, contagion, tipping points, and extreme volatility become the norm. The Oxford economist
Ian Goldin has termed this dynamic the “butterfly defect,” using the familiar image of a butterfly flapping its wings on one side of the world and setting off a tornado on the other to illustrate the destructive potential of global interdependence.

A milder version of this dynamic played out during the COVID-19 pandemic, which rapidly triggered a global economic crisis as supply chains seized up and vaccine nationalism deepened geopolitical tensions. Dramatic change often comes from the cumulative impact of smaller disruptions.

The Iran war exemplifies the kind of permanent polycrisis that is likely to define the decades ahead. Rather than a single crisis, it is five: an energy-supply shock, a nuclear-proliferation threat, a regional security breakdown, a global economic disruption, and a transatlantic rupture, all unfolding in rapid succession.

In response to US and Israeli strikes, Iran closed the Strait of Hormuz, driving up global energy, fertilizer, and food prices. Even if the Strait eventually reopens and Trump lifts his own blockade on Iranian ports, the shock will have damaging long-term effects on Asian budgets, European interest rates, and strategic energy reserves worldwide. Should the fragile ceasefire collapse and prices continue to surge, the resulting cost-of-living pressures could boost populist movements across Europe ahead of critical state elections in Germany and next year’s presidential election in France.

To understand why Western responses keep failing, it helps to distinguish between two competing ways of thinking about order. The first could be called the Architect’s Approach. After the fall of the Berlin Wall, leaders in Europe and the US believed they had discovered the ultimate model for organizing the world, placing their faith in a set of rules and institutions designed to maintain global stability.

The fate of that system now hangs in the balance. Since Russia’s invasion of Ukraine, the preservation of the “rules-based order” has become the leitmotif of Western foreign policy, echoed in strategy documents, leaders’ speeches, and the communiqués of G7 and NATO summits. European leaders, in particular, tend to be wary of change, assuming it will undermine rather than strengthen the system. Having benefited most from the existing order, they expect others to embrace it or construct an alternative. In this sense, they think like architects, focusing on the world’s institutional structure.

The Rise of Artisan States

The second way of thinking about international order could be called the Artisan’s Approach. It holds that, in an age of un-order, governments’ primary task is to survive while positioning themselves to benefit from disruption. China is the leading exponent of this view, but the same logic appears to drive many rising powers, from India and Turkey to Saudi Arabia and South Africa.

These states were not among the architects of the current order and have become accustomed to adapting and revising frameworks devised by others. Despite their size and influence, they display the pragmatism and flexibility of artisans—repairing, repurposing, and recombining existing elements to create something new, rather than designing systems from scratch.

Of course, these two analytical models do not always correspond to real-world policymaking. Still, they capture the growing divide between those who make grand plans and those who embrace change and adapt to it. While architects pursue bold visions and are often paralyzed by the gap between design and reality, artisans seek to understand where the world is heading and to make the most of emerging contingencies.

Architects tend to do well in a predictable world. In a complex, constantly shifting geopolitical landscape, however, artisans have an advantage. For decades, international politics has been shaped by Western architects whose expansive visions drove the creation of a global order based on universal institutions and a linear notion of progress. Artisans are better equipped to navigate the radical uncertainty of a world in which no one seems to recognize rules.

Iran’s conduct in its war against the US and Israel is a prime example of an artisan state in action. Stripped of air superiority, conventional military parity, or reliable allies, the Islamic Republic did not attempt to fight the war on America’s terms. Instead, it identified the single point of asymmetric leverage, the Strait of Hormuz, and then relied on its decentralized command structure to adapt to changing conditions.

By closing the Strait instead of pursuing a conventional confrontation it could not win, Iran has transformed the conflict from a military contest into one of economic endurance, in which it clearly has the upper hand. Consequently, backchannel negotiations have come to focus on the Strait itself rather than the issues that drew the US into the war: regime change, Iran’s uranium stockpiles, its missile program, and its support for regional proxies.

At the same time, the US is increasingly constrained by its own architectural assumptions. Paradoxically, while Trump is an instinctive disruptor—an agent of chaos with little patience for institutional frameworks—the military and diplomatic machinery he commands continues to operate according to an architectural logic.

The US entered the Iran war with a set of maximalist objectives that bore little relation to what American military power could realistically deliver. Armed with state-of-the-art AI targeting systems and futuristic tools like the so-called “
Ghost Murmur”—a long-range quantum magnetometer that reportedly can trace the electromagnetic signal of a human heartbeat and isolate it from background noise—the US achieved impressive tactical feats. But while cutting-edge technology may have enabled the initial strike that eliminated much of Iran’s senior leadership and the recent rescue of its stranded pilot, when Iran closed the Strait, the Trump administration found itself unable to reconcile its grand ambitions with the reality of Iran’s improvisational defense.

Europe’s Outdated Playbook

One could be forgiven for assuming that Europeans, as architects par excellence, are ill-suited to an age of un-order. They have certainly suffered disproportionately from America’s war in Iran, given their exposure to energy-market volatility. Moreover, European policymaking has also become synonymous with overregulation, endless meetings about meetings, and arguments over the 
ideal curvature of bananas, rather than decisive action.

But Europe is better equipped for this world than it realizes, as its history, institutions, and political culture reflect deep traditions of adaptation and resilience. The European Union itself was not the product of grand architectural design, nor are the bloc’s prosperity and security the result of a single, carefully executed plan.

Contrary to how it may appear, the European project evolved through continuous trial and error. What began as the Coal and Steel Community grew into a customs union, then a single market, and eventually a monetary union with its own currency. Membership expanded incrementally, from six states to nine, then 12, 15, 25, and finally 27. Some promising initiatives, such as the European Defense Community, failed outright. Others emerged in response to crises: European governments strengthened security cooperation after the Balkan wars, pursued fiscal consolidation in the aftermath of the eurozone debt crisis, expanded public-health collaboration in response to COVID-19, and, most recently, accelerated defense integration following Russia’s full-scale invasion of Ukraine.

The challenge facing Europe today is to tap into that experience and develop an artisan’s code that can guide it through the current crisis in the Middle East and the coming age of un-order. To this end, policymakers should focus on three key priorities.

First, European leaders must accept the reality of un-order rather than chasing a semblance of stability. The sooner they stop reaching for grand frameworks and focus on concrete goals, such as maintaining nuclear nonproliferation and preventing regional crises from triggering systemic economic shocks, the sooner they can develop strategies that actually work. Above all, they must recognize that crises like the war in Iran are no longer problems to be solved, but conditions to be managed.

Second, European policymakers must rethink their approach to interdependence. The closure of the Strait of Hormuz, like the pandemic and the war in Ukraine, has underscored the risks of overreliance on a single supplier or chokepoint. European countries now understand they need to diversify their supply chains, but with migration and technology emerging as arenas of competition, they must also become less squeamish about exercising pressure on others, whether Russia, China, or even the US.

Above all, European countries must take responsibility for their own security. For too long, they have outsourced core functions to external structures—NATO, the World Health Organization, the United Nations—rather than developing their capabilities. The result has been strategic passivity and dependence on American leadership. To survive the age of un-order, Europe will need to boost defense spending and expand its domestic arms industry, strengthen societal resilience, and prepare to act without the US when necessary.

The greatest danger, however, lies in Europe’s outdated playbook. While rules, meetings, and blueprints have served it well for decades, clinging to these tools now risks blinding leaders to the harsh realities of global un-order. The war in Iran is not an aberration; it is the first of many tests.


Mark Leonard, Director of the European Council on Foreign Relations, is the author, most recently, of Surviving Chaos: Geopolitics When the Rules Fail (Polity Press, 2026). He’s been writing for PS since 2004.

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伊朗戰爭讓中國更強的原因 -- Ian Bremmer
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深入和有趣的分析;值得一讀。

How the Iran war made China stronger

Ian Bremmer, 04/15/26

The conventional wisdom was that a destabilizing war in the oil-producing heart of the Middle East would badly hurt China, the world's leading oil importer, and its sputtering economy. It hasn’t worked out that way. So far, China is weathering the US-Israeli war with Iran better than many of its neighbors and looks set to emerge relatively stronger.

Unlike Vladimir Putin and Donald Trump, who have launched wars against overmatched opponents only to face unwelcome surprises, President Xi Jinping has avoided unnecessary risks to position his country for long-term strength and stability. We saw Xi’s caution in his responses to both the COVID-19 pandemic and China’s structural economic weaknesses of recent years. We also saw it in Xi’s unwillingness to directly support Russia’s war in Ukraine, or even to recognize Putin’s territorial claims. Now we see it in Xi’s reluctance to criticize Trump’s bombing campaign against his allies in Tehran, or to come to Iran’s direct aid. The invitation for the US president to visit Beijing next month stands.

It helps that China is less damaged by this war than it would have been even a few years ago. Its oil stockpiles and strong refining capacity limit the risk of near-term fuel shortages. Pipeline gas imports and domestic gas production now ease its need for liquified natural gas from the Middle East. If the war drags on, Beijing can get more energy from friendly countries, particularly Russia, and can turn to both its vast coal reserves and its renewable power sources.

The war has even provided some advantages. China’s fully-integrated supply chains make it better able than rival exporters to contain production costs. And the continuing disruptions to energy shipments through the Strait of Hormuz, which have sharply increased both oil prices and the cost of insurance for shipping, will boost demand for China’s clean tech exports, lifting long-term investment in electrification while diversifying away from oil and gas. These processes were well underway before this war – they’re central to what Eurasia Group identified as
2026’s second-biggest geopolitical risk, the growing divergence between China’s electrostate and America’s petrostate models – but the conflict’s destruction of fossil-fuel infrastructure and fears of more to come will now accelerate them.

Strategically, China also benefits from a war that has weakened American firepower. The conflict has depleted US stockpiles of long-range cruise missiles and interceptors that will take years to rebuild. Those shortages are already rippling outward: THAAD components have been pulled from South Korea, Patriot batteries are unavailable for Ukraine and US allies in Asia, and the redeployment of US naval and air assets to the Middle East has thinned coverage in the Indo-Pacific. The cumulative effect is to erode American deterrence in the theaters where Beijing has the most at stake, while allies from Seoul to Tokyo quietly reassess how durable Washington’s security commitments really are. All of this deepens Washington’s already-acute dependence on Beijing’s exports of the critical minerals needed for the production of new weaponry and ammunition. The US could plausibly find workarounds to China’s restrictions in the next three to five years, but a decade is a more realistic timeframe. In the meantime, Trump will have a weaker negotiating hand with his Chinese counterpart, with whom he plans to meet in Beijing next month. China also benefits from ongoing damage to America’s reputation as a reliable international actor as both wealthy and developing countries look to hedge their bets on Washington’s foreign policy future.

Beyond those advantages, the war is giving China’s military planners a close look at how the US deploys air and naval power in real time, and how the Americans are now using AI on the battlefield. That’s valuable intelligence, particularly for any scenario involving Taiwan. Beijing has been watching the drone-based disruption tactics Iran has used against shipping in Hormuz and is considering how similar approaches could work in the Taiwan Strait, for instance in a quarantine scenario designed to test US responses without triggering a full military confrontation. China’s own advanced, low-cost offensive drone and anti-drone capabilities make this an increasingly attractive option.

If Xi faced democratic elections in a few months – with growth underwhelming, unemployment rising, and the Iran war's costs adding to his woes – he’d be tempted to exploit this moment. The US is maximally distracted and short on firepower, allies are hedging, and Washington is still dependent on Chinese minerals. What better time to move on Taiwan? Even short of invasion, a serious escalation could at least marginally improve Xi’s position, whereas doing nothing would risk a major defeat.

But of course, China’s strongman doesn’t face that pressure, and he’s not eager to take risks. His preference is for peaceful reunification with Taiwan, with military force as a last resort. He’s well aware that Chinese forces haven’t faced a shooting war since a border clash with Vietnam 47 years ago, and China has never fought a naval battle. His
ongoing purge of Communist Party heavyweights with ties to the PLA, the most extensive since the 1980s, suggests Xi knows his military is not ready for a showdown.

China also wants to be seen as the responsible, stabilizing great power – the country others should want to draw closer to, not fear and hedge (as opposed to the United States under President Trump). The first meeting in over a decade between Xi and the leader of the Kuomintang, Taiwan’s largest opposition party, last week was designed to paint him as a constructive force committed to peaceful ties ahead of Trump’s visit to Beijing (as opposed to “troublemaker” Taiwanese President William Lai). The same logic drives Beijing’s broader posture on the global stage: a special envoy dispatched to the Middle East, a joint peace initiative issued with Pakistan, ceasefire proposals for Gaza and Russia-Ukraine. None of it has produced more than symbolic engagement, but that’s the point: all the reputational benefits of responsible great-power behavior, none of the costs.

Which is also why China feels no particular need to get directly involved in the Middle East war to come out ahead.
Reports this week that it may have shipped shoulder-fired missiles to Iran – and Trump’s threat to slap 50% tariffs if true – are almost certainly less than meets the eye. Beijing’s longstanding practice has been to supply dual-use components that end up in Iranian missiles and drones while maintaining plausible deniability; overt weapons transfers during active hostilities with the US would be a sharp departure from decades of careful policy. Trump himself seemed skeptical, saying the reports “don’t mean much to me, because they're still fake,” and by Wednesday morning was posting that China had agreed not to send weapons. Neither side has any interest in blowing up the upcoming summit – let alone the bilateral relationship – over Iran.

China is increasingly confident it can win the peace without getting anywhere near the war. Trump won’t get the regime change in Tehran he set out to achieve anyway, and a resilient Iran can keep raising the costs for an increasingly unpopular superpower. Every day the war continues, more of the region’s governments conclude that good relations with Beijing are indispensable for reconstruction and long-term stability. Bilateral trade has tripled in the past two decades: China is the Middle East’s biggest oil customer, and the region has become an increasingly important market for Chinese exports, including green tech, cloud architecture, AI platforms, and smart city systems. China can also expect a seat at the table when the fighting stops, especially to ensure the Strait of Hormuz remains open long term – something Washington has made clear it considers the rest of the world’s problem.

All that said, if this war continues longer than a few more weeks, the calculus will start to shift against Beijing. The US naval blockade significantly curtails China’s oil imports from Iran. Beijing will avoid direct confrontation with Washington over it, but mounting economic pain will give China greater incentives to push harder for a negotiated end to the conflict. Chinese leaders also know that medium-term economic disruptions from further damage to Gulf energy infrastructure and threats to Chinese tech infrastructure remain a risk. It won’t help China’s flagging economy if markets in Asia and Europe – which together absorb roughly 60% of Chinese exports – suffer the kind of growth slowdown that cuts into demand for Chinese-made goods.

Xi also has to be nervous about Trump’s continued willingness to use unilateral military force to get what he wants from governments he sees as unfriendly. No doubt a politically-divided and dysfunctional United States creates real opportunities for Beijing, but these may be outweighed by the threat such a volatile and confrontational superpower poses to global peace and prosperity. Contrast this to
Russia, a spoiler with nothing to lose from maximal instability.

In short, China can count itself among the very few winners in this war. But there are diminishing returns to US-induced chaos, and they run out fastest for the country with the most at stake in a stable, open world. At this point, Beijing wants the war to end more than it wants its core adversary to keep shooting itself in the foot.


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國際上舉足輕重的中國政府 – K. BRADSHER/F. FASSIHI
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請參考

Exclusive: US intelligence indicates China is preparing weapons shipment to Iran amid fragile ceasefire, sources say

不論伊朗政府是否以此為自己緩頰,有這種
「身價」可見我這個中文標題用的並不誇張。

伊朗官員稱北京施壓伊朗接受與美國停火協議

KEITH BRADSHER, FARNAZ FASSIHI
202649

多年來,中國一直是伊朗最重要的生命線之一。中國買下了伊朗幾乎全部的石油出口,在外交上為其提供庇護,並幫助其抵禦國際孤立。如今,據三名伊朗官員透露,北京利用這種影響力達到了另一個目的:施壓伊朗接受與美國的停火協議。

據這些伊朗官員介紹,伊朗接受由巴基斯坦斡旋的兩週停火提議是在巴基斯坦的外交努力以及中國在最後時刻的推促下作出的。他們表示,中國要求伊朗展現靈活性並緩和緊張局勢。

中國的介入不僅反映出北京對德黑蘭的影響力,也表明中國自身同樣不希望出現持久戰,那將會擾亂能源供應或引發全球經濟衰退,並傷害到與中國關係密切的海灣國家。該協議還要求立即開放霍爾木茲海峽。

中國官員尚未公開說明北京在川普總統於週二晚宣布該協議前所發揮的作用。週三,在被問及中國是否幫助說服伊朗同意該協議時,中國外交部的一名發言人既未證實,也未否認,僅籠統地表示,中國將繼續「同各方保持溝通,繼續為緩和局勢、平息戰火作出努力」。

伊朗將這項協議描述為一場勝利,稱華盛頓接受了它的條件。協議達成時,距離川普設定的最後期限僅剩90分鐘——川普要求伊朗在此期限前接受要求,否則將面臨大規模打擊。

中國近幾日的舉動反映出北京試圖維持的微妙平衡。週二在聯合國,中國站在了伊朗一邊,與俄羅斯一起否決了一項安理會決議,該決議本可為以軍事行動打開霍爾木茲海峽鋪平道路。但按這些伊朗官員的說法,在幕後,中國也敦促德黑蘭避免局勢升級。

上海復旦大學著名外交政策專家吳心伯表示,他認為中國在促成停火方面發揮了積極作用,不僅鼓勵巴基斯坦充當調解角色,也直接推動伊朗達成協議。

據中國外交部稱,中國最高外交官員王毅與該地區的各國外長進行了密集通話,強調停火的必要性,並呼籲各國不要為了海峽的重新開放而訴諸武力。上週,他在北京會見了巴基斯坦官員,在來到中國首都之前,巴方官員剛在伊斯蘭瑪巴德主持了與土耳其、沙烏地阿拉伯和埃及官員的會議,討論可能的衝突解決方案。

巴基斯坦和伊朗都在很大程度上依賴中國。中國提供的貸款已成為維持債務沉重的巴基斯坦經濟運轉的關鍵支撐。而在過去幾年中,中國在支持伊朗經濟方面發揮了核心作用——在多國因伊朗核武器計劃而避免與其做生意的情況下,中國購買了伊朗幾乎全部的石油出口。

伊朗駐華大使阿卜杜勒雷扎·拉赫馬尼·法茲裡週三在北京的一場新聞發布會上呼籲中國、俄羅斯以及聯合國為伊朗提供安全保障。然而,伊朗過去也曾提出類似建議,但並未促使中俄採取行動。在中國外交部當天的例行記者會上,當被問及中國是否可能提供此類保障時,毛寧再次不置可否,僅表示:「我們希望各方能夠通過對話談判妥善化解爭端。」

上海的獨立國際關係學者沈丁立指出,自戰爭爆發以來,中國一直試圖與伊朗保持距離。伊朗最高領袖哈梅內伊在美以對伊朗的打擊中喪生後,北京僅派了一位外交部副部長前往伊朗大使館弔唁。

沈丁立還提到,外長王毅在與伊朗外長的一次通話中,甚至敦促德黑蘭「重視鄰國合理關切」,這裡的鄰國指海灣國家。

中國經常試圖將自己塑造為世界舞台上的調解者和負責任的全球大國——與美國形成不言而喻的對比。例如,2023年,中國促成了沙烏地阿拉伯與伊朗之間出人意料的復交。但其他嘗試則不那麼成功。北京為俄烏戰爭提出了12點和平計劃,並就以色列與巴勒斯坦的「兩國方案」提出三點思路,但它們都較為籠統,後續推進也不明顯。

Berry Wang
自香港、Siyi Zhao自北京對本文有研究貢獻。

Keith Bradsher是《紐約時報》北京分社社長,此前曾任上海分社社長、香港分社社長、底特律分社社長,以及華盛頓記者。他在新冠疫情期間常駐中國進行報導。

Farnaz Fassihi是《紐約時報》聯合國分社社長,領導關於該組織的報導。她還報導伊朗新聞,撰寫有關中東衝突的新聞已有15年。


翻譯:紐約時報中文網點擊查看本文英文版。

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《2026國防戰略白皮書》平議 -- James Holmes
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National Defense Strategy 2026
美《國防戰略》強化國防投資,嚇阻中國有助臺海安全
The 2026 National Defense Strategy by the Numbers: Radical Changes, Moderate Changes, and Some Continuities

索引

Western Hemisphere:西半球(美國用法中通常指:美洲或美國)

下文作者的「分析」可謂「平實」;在我這個亞洲人看來,其「姿態」和從它衍生而來的「文風」,則有點討人厭。下文提到2025國安戰略白皮書》,可參見本欄2025/12/11貼文

Four Takeaways from Donald Trump’s National Defense Strategy

James Holmes, 02/07/26

The 2026 National Defense Strategy sets striking new priorities for the Pentagon—but can hardly be described as “isolationist” in character.

The latest in a family of documents detailing the Donald Trump administration’s foreign-policy vision dropped late last month. And it is a doozy . The 2026 National Defense Strategy echoes the macro themes from its parent directive, the
2025 National Security Strategy. Where the National Security Strategy spells out basic principles guiding foreign policy and strategy, the National Defense Strategy explains in more concrete terms how the U.S. military apparatus intends to help put the administration’s vision into practice.

Doubtless some readers will find the strategy’s blunt tone jarring. It reflects the style favored by Secretary of Defense Pete Hegseth and by the commander-in-chief himself. It even gave me, a practitioner of softly, softly diplomacy, pause. But the substance is solid, if arguable, the document is refreshingly short, and the writing gallops along.
Read the whole thing. It repays the effort.

The 2026 NDS Is Not an Isolationist Document

Four things about the National Defense Strategy are worth spotlighting in particular. First, the strategy follows the National Security Strategy’s lead in elevating the Western Hemisphere to top priority among U.S. strategic priorities. It downgrades the Indo-Pacific to a close second place, Europe to a not-so-close third place, and other regions to also-ran status. The
Monroe Doctrine, the Theodore Roosevelt Corollary, and the “Trump Corollary” to the Doctrine put in appearances.

In his cover memo, Secretary Hegseth disclaims the notion that reshuffling regional priorities means the administration and the republic have turned isolationist. And he’s right to do so. A directive that proclaims that the United States will reassert supremacy across half the globe, deter its prime extraregional antagonist, China, and help allies help themselves to manage tough neighborhoods, is not an isolationist directive by any meaningful standard.

Washington espies a brave new world. But it’s not one marked by American isolationism. Retrenchment, maybe.

Was the United States ever isolationist? Well, no. In the late 1990s, University of Pennsylvania historian Walter McDougall published my favorite diplomatic history of the United States, a sprightly work titled
Promised Land, Crusader State. Long story short, Professor McDougall dates the break between the early, promised land and later,  crusader state phases of U.S. diplomatic history to 1898, when the United States evicted the Spanish Empire from its island holdings in the Caribbean Sea and Western Hemisphere and wrested them away for itself. It burst out of North America for the first time in a major way. Few could say it was isolationist after the splendid little war with Spain. Increasingly it asserted itself.

Yet McDougall contests the commonplace notion that the United States was an isolationist republic even before 1898. True, giants of the American Founding such as
George Washington and Thomas Jefferson did warn against the perils of entangling alliances. Still, McDougall insists—and I concur—that it’s a mistake to label pre-1898 US foreign policy isolationist. Genuinely isolationist powers seclude themselves from the outside world almost entirely; think imperial Japan for the quarter-millennium preceding the Meiji Restoration of 1868. Now that was isolationism.

By contrast, the United States sought commerce across the globe from its inception. It never secluded itself as the Japanese did. In fact, the sail merchantman
Empress of China left New York Harbor for the Celestial Empire on a trading expedition on the same day in 1784 that the ship bearing articles of peace concluding the American War of Independence set sail for Great Britain. In short, America lost no time seeking commercial and diplomatic access to important rimlands. Nor did it neglect to furnish naval protection for the mercantile fleet. The US Navy stationed a squadron in the Mediterranean Sea starting during the Jefferson presidency to guard against Barbary State predations, and it established an Asiatic squadron during the Andrew Jackson administration during the 1830s.

So much for a recalcitrant republic. Washington and Jefferson counseled non-entanglement, and these were master wordsmiths. They phrased their advice precisely. Far from isolating itself from the wider world, they beseeched the United States to bide its time. The new republic should avoid embroiling itself in foreign wars until it had amassed sufficient national power to—in the words of Washington’s “Great Rule” for U.S. diplomacy, expressed in his 1796 Farewell Address—“choose peace or war, as our interest, guided by justice, shall counsel.”

Averting war meant abjuring standing military alliances. Yet the Founding Fathers’ foreign-policy strictures had a shelf-life. In light of this, Walter McDougall pronounces unilateralism a better descriptor than isolationism for nineteenth-century U.S. foreign policy. Unilateralist U.S. leaders refused to oblige the republic to act in advance of this or that contingency. They picked and chose foreign commitments depending on ambient circumstances. That meant refraining from extraregional military adventures before 1898.

I daresay Hegseth and Trump would agree to rebrand isolationism as unilateralism.

The NDS Needed to Set Priorities

Second, the National Defense Strategy proclaims anew a fundamental verity: no strategic competitor, no matter how musclebound, can afford to do it all, everywhere, at all times. It might suffice in undemanding times, but not in demanding times. The strategy terms this the “simultaneity problem,” and it is inescapable in strategic affairs. If nothing else, strategy is a process of setting and enforcing priorities. The contender that tries to accomplish everything, everywhere, all the time, generally ends up accomplishing little, anywhere. Trying to do it all thins out finite resources at any one scene of competition or conflict, risking defeat everywhere. That being the case, the wise competitor focuses preponderant resources at scenes of action that matter most—and bolsters its chances of success in these select contingencies.

A unilateralist strategy like the National Defense Strategy frankly declares that some theaters exert a more pressing claim than others on US diplomatic, economic, and military resources. It allocates resources accordingly.

Prussian martial sage Carl von Clausewitz
explains how to measure commitments against one another and apportion resources—or not—to each. Clausewitz obsessed over prevailing in the primary theater designated by political and military magnates. It mattered most in their estimation. He did, grudgingly, allow that the leadership might pursue a lesser theater or endeavor on a not-to-interfere basis with the main show. Accordingly, he set three stringent standards for diverting effort from the primary theater.

First, the leadership must adjudge a secondary theater or line of effort “exceptionally rewarding.” It must promise a massive payoff.
But, second, even if such an enterprise had exceptional allure, undertaking it must not place success in the primary theater in jeopardy.
Thus—third—commanders should forego lesser pursuits unless they have mustered “decisive superiority” of resources in the primary theater.

Abjure what matters less! Reward, risk, resources—these are Clausewitz’s Three R’s. For strategy overseers in the Trump administration, it makes little sense to hazard what matters most—US interests in the Western Hemisphere and Indo-Pacific—for the sake of what matters less—US entanglements elsewhere in the world.

Burden-Sharing Is Vital for America’s National Defense

Third, the National Defense Strategy designates “burden-sharing” as one of four chief lines of effort, alongside restoring primacy in the Western Hemisphere, deterring China, and “supercharging” the defense-industrial complex at home. The strategy’s framers tender tart words for allies that inhabit theaters commanding lesser importance to the US national interest. Here’s the overarching declaration: “As US forces focus on homeland defense and the Indo-Pacific, our allies and partners elsewhere will take primary responsibility for their own defense with critical but more limited support from American forces.” Some close derivative of that phrase, with critical but more limited support from American forces, appears nine times in the document, applied to different regions and allies. The message is clear: We are scaling back.

Again, this is not an isolationist manifesto. The strategy reassures allies that the United States will still be there for them. At the same time it cautions that the U.S. military will be there to help them help themselves—not to shoulder the burden itself. Washington is shifting the division of labor—and compelling allies, partners, and friends to rediscover the
international-relations principle of self-help afresh.

If you are unwilling to help yourselves, why should others?

And key US allies boast substantial potential to help themselves. Perhaps the single most striking element of the National Defense Strategy is a simple graphic comparing the combined GDP of NATO-Europe and Canada—in other words, NATO without the US contribution—to that of Russia, the chief threat. The remainder of NATO’s economic, and thus latent military, advantage over Russia is colossal, tallying $26 trillion to $2 trillion. The strategy doesn’t say so, but that’s a far heftier economic margin than the United States enjoyed vis-à-vis imperial Japan during World War II.

Blessed by such a mismatch, the Atlantic alliance can handle its principal antagonist without undue dependence on its American patron. Alliance magnates, member governments, and societies merely need to muster the gumption to rally to the common defense.

Clausewitz would nod knowingly at all of this. The Prussian soldier took a caustic view of alliances and coalitions. After all, he witnessed coalition after coalition dash itself against Revolutionary and Napoleonic France. He took the field as a soldier—and lost ignobly—against the little emperor’s armies, before a final coalition persevered to victory at Waterloo. The central concept in his masterwork On War is a cost-benefit calculus. He proclaims that the “value of the object”—the “object” being a combatant’s political goal or goals—must govern the “magnitude” and “duration” of the campaign it mounts to obtain that goal. The magnitude of the effort is the rate at which the combatant expends militarily relevant resources to obtain that goal, and the duration is the amount of time it keeps up the expenditure. How much you want it determines how much you spend on it.

Magnitude times duration equals the political goals’ total price tag. If a warring society doesn’t covet its goals enough to pay the necessary price, it should decline to take up arms to obtain them. It should refuse to overspend.

But here’s the rub for alliance warfare. Clausewitz insists that one ally fighting on another’s behalf tends to commit itself only tepidly to the cause. Applying his value-of-the-object formula, an external ally assigns the common goal only modest importance. It’s peripheral. A halfhearted ally sends a middling military contingent to uphold its alliance obligations, and it withdraws from the enterprise when the going gets tough. Clausewitzian skepticism toward alliances applies doubly to regions that one ally deems secondary in importance to its national interests and purposes as the leadership construes them.

Hence the discomfiture within NATO today, over seeing Europe demoted to third priority after the Western Hemisphere and the Indo-Pacific. Conceivably the United States could entertain only a middling commitment to European security after over a century of rating the European rimland tops on the US strategic to-do list. This marks wrenching change.

The NDS Prepares America to Take on China

And lastly, to shift gears abruptly, plaudits to the National Defense Strategy’s framers for reiterating their approach to deterring China. They declare that, “As the NSS directs, we will erect a strong denial defense along the First Island Chain.” That means combining marine geography, alliance relations, and military power to transform the island chain—which meanders southward from Japan, through Taiwan at its midpoint, through the Philippine archipelago, and on toward the Strait of Malacca—into what, ahem, some many years ago started calling a “
Great Wall in reverse,” a barrier to Chinese military and commercial movement. Land-, air-, and sea-based firepower positioned along the island chain imprisons shipping and aircraft within the China seas while encumbering north-south movement along the Asian seaboard.

We think of access denial as a Chinese thing, but the logic of access denial works both ways. It hands Asian allies and their U.S. supporters options. First-island-chain defense would pinch China’s access to critical maritime trading regions, bringing the economic hurt, while at the same time inhibiting the People’s Liberation Army’s efforts to combine forces within the China seas, and barring China’s navy and air force access to the vast maneuver space that is the Pacific high seas. Missile-armed troops operating with ships in surrounding waters and aircraft overhead could close the straits traversing the island chain. The allies and their US backers would convincingly menace China with a very bad day in wartime—and thus pose a daunting deterrent in peacetime. Enjoy that.

Walls have cognitive as well as military impact.

In short, hard realities are reasserting themselves in this age of bare knuckles strategic competition. The National Defense Strategy prescribes a defensible, if contestable, approach to coping with them. Let the debate proceed.


James Holmes is J. C. Wylie Chair of Maritime Strategy at the Naval War College and a Distinguished Fellow at the Brute Krulak Center for Innovation & Future Warfare, Marine Corps University. The views voiced here are his alone.


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川普亂搞之中國刻意低調行事 - Joe Keary
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此之謂:「舉重若輕,收發自如;運用之妙,存乎一心」。希望習總把川痞/川瘋玩死!

下文提到:美國可能跟中國「做一筆大買賣」(1);雖然我不認為川普有這種頭腦或格局,但以他痞子痞的「人格」(2),出賣台灣跟出賣他老媽一樣,都不過就是個「划不划得來」的算計。

附註

1. 
下文倒數第4 ” … as the US seeks a broader bargain with Beijing.”
2. 
「人格」一詞在此處是討論道德脈絡裏的「用法」。

Making hay while Trump shines: China’s tactical step back

Joe Keary, ASPI staff, 02/12/26

Beijing has temporarily adjusted how its military operates across the Indo-Pacific.

This includes less aggressive behaviour from flotillas sailing deep into the region and its military engagements inside the first island chain.

But it’s a tactical calibration, not strategic adjustment. President Xi Jinping is making the most of a geopolitical window shaped in part by Donald Trump’s return to the White House. The long-term trajectory of Chinese power projection remains unchanged.

In a parliamentary committee hearing yesterday, Defence officials
confirmed that another Chinese naval task group sailed deep into the Indo-Pacific late last year, travelling into the southwest Pacific after first being detected in the Philippine Sea. Chief of the Defence Force Admiral David Johnston said the group approached Australia but stayed ‘more than 200 nautical miles’ from it. The group didn’t enter Australia’s exclusive economic zone.

That task group’s composition was notable. According to Australian Defence Force officials and
satellite imagery, it included a Type 075 (Yushen-class) amphibious assault ship, China’s largest class of amphibious ship; a Renhai-class (Type 055) guided-missile cruiser, one of China’s most powerful warships; a Jiangkai-class guided-missile frigate; and a replenishment vessel. This is the first time a Type 075 has travelled so far from Chinese waters, so the formation was more capable than the one that circumnavigated Australia in early 2025.

Australian P-8 Poseidon maritime patrol aircraft
detected the group on the evening of 2 December, about 500 nautical miles (900 km) north of Palau. After sailing through the Philippine Sea and in the southwest Pacific, elements of the task group were later reported as participating in large, late-December military exercises around Taiwan called Justice Mission 2025.

But why did this task group behave less aggressively from the one that
sailed around Australia in February, which conducted live-fire exercises off Australia’s east coast? And why have we not seen reporting of unsafe military intercepts involving Australia or other Western militaries in the South China Sea in recent months, despite recent analysis highlighting that China’s overall military activity remains elevated?

One explanation may be that Beijing has grown more comfortable with Canberra. But there has been no discernible change in Australia’s China policy that would justify such an assumption. Australia continues to strengthen defence cooperation with the United States and Japan, pursue AUKUS and speak out on stability across the Taiwan Strait. The shift in tone is unlikely to be about Australia itself.

Instead, larger geopolitical trends are probably at play.

Xi appears to have concluded that the Trump administration’s behaviour presents a strategic opportunity. The turbulence in Washington’s alliances, mixed messaging on commitments and a renewed focus on transactional diplomacy have created space for Beijing to present itself as a comparatively stable and responsible actor. In this context, overtly aggressive military theatrics against Western militaries would risk undermining a broader diplomatic strategy.

In recent months, Beijing has intensified diplomatic outreach. Many Western leaders have travelled to China seeking economic engagement and political dialogue. Xi has welcomed them warmly. The message has been that China is open for business and committed to global stability even as the US changes its global role.

At the same time, China’s military has not slowed down. It has simply adjusted its presentation. Operations continue across the South and East China seas and beyond the first island chain, which stretches from Japan to Indonesia. Exercises around Taiwan have grown in scale and sophistication. December’s Justice Mission 2025 drills reportedly saw naval vessels of the People’s Republic operating closer to Taiwan than ever before. Air and naval integration continues to improve. Amphibious forces are being exercised alongside long-range strike assets.

What has changed is the level of visible friction with Western militaries. Unsafe intercepts and close-quarter manoeuvres have, at least temporarily, declined in public reporting. That does not mean China’s presence is weaker. It means Beijing is choosing when and how to generate tension.

This is consistent with Xi’s leadership style. Throughout his tenure, he has demonstrated an ability to dial military coercion up or down depending on the broader strategic environment. Periods of intense grey-zone pressure are followed by phases of relative calm.

The Trump factor must loom large in Xi’s mind. Leader-level talks expected in April will offer Xi an opportunity to test Washington’s red lines, particularly on Taiwan, as the US seeks a broader bargain with Beijing. If Xi thinks that US commitments are softening or that alliance cohesion is fraying, he may see greater room to manoeuvre. If, on the other hand, he concludes that Washington remains firm, the current period of moderated military signalling could quickly give way to renewed intimidation.

For countries in the Indo-Pacific, including Australia, the lesson is straightforward. Tactical shifts should not be mistaken for strategic transformation. The deployment of a task group led by a Type 075 deep into the Pacific demonstrates that China’s expeditionary capabilities are expanding. The group’s participation in Taiwan exercises underscores that the core military mission remains focused on coercion across the strait. The absence of recent unsafe intercept headlines does not signal restraint so much as recalibration.

Xi is exploiting a moment of flux in global politics. He is seeking to improve China’s reputation relative to that of the US, capitalise on doubts among US partners and expand Beijing’s influence across the Global South. But none of this alters China’s long-term trajectory.

Beijing’s tactics may change. Its ambition will not.


Joe Keary is a senior analyst at ASPI.

AI contributed no ideas to this article -- Joe Keary. 


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中國如何贏得未來--Elizabeth Economy
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易咖娜彌博士的大作長達5,000字以上;雖然她是一位頗負盛名的學者和中國經濟議題專家,我一時三刻也鼓不起讀完這麼長文章的勇氣。如果內容跟標題確實相稱,此文應該很有參考價值。轉載於此,謹供有興趣又有腦力消化的才俊們去慢慢K吧。

How China Wins the Future

Beijing’s Strategy to Seize the New Frontiers of Power

Elizabeth Economy, January/February 2026, Published on 09/12/25

When the Chinese cargo ship Istanbul Bridge docked at the British port of Felixstowe on October 13, 2025, the arrival might have appeared unremarkable. The United Kingdom is China’s third-largest export market, and boats travel between the two countries all year.

What was remarkable about the Bridge was the route it had taken—it was the first major Chinese cargo ship to travel directly to Europe via the Arctic Ocean. The trip took 20 days, weeks faster than the traditional routes through the Suez Canal or around the Cape of Good Hope. Beijing hailed the journey as a geostrategic breakthrough and a contribution to supply chain stability. Yet the more important message was unstated: the extent of China’s economic and security ambitions in a new realm of global power.

Beijing’s efforts in the Arctic are just the tip of the proverbial iceberg. As early as the 1950s, Chinese leaders discussed competition in the world’s literal and figurative frontiers: the deep seas, the poles, outer space, and what the former People’s Liberation Army officer Xu Guangyu described as “power spheres and ideology,” concepts that today include cyberspace and the international financial system. These domains form the strategic foundations of global power. Control over them determines access to critical resources, the future of the Internet, the many benefits that derive from printing the world’s reserve currency, and the ability to defend against an array of security threats. As most analysts focus on the symptoms of competition—tariffs, semiconductor supply chain cutoffs, and short-term technological races—Beijing is building capabilities and influence in the underlying systems that will define the decades ahead. Doing so is central to President Xi Jinping’s dream of reclaiming China’s centrality on the global stage. “We can play a major role in the construction of the playgrounds even at the beginning, so that we can make rules for new games,” Xi said in 2014.

Beijing has positioned itself well for this contest. It approaches these frontiers with a consistent logic and playbook. It is investing in the necessary hard capabilities. It is partnering with other countries to embed itself in institutions and flooding these bodies with Chinese experts and officials, who then campaign for change. When it cannot co-opt existing institutions, it builds new ones. In all these efforts, Beijing is highly adaptive, experimenting with different platforms, reframing positions, and deploying capabilities in new ways.

American policymakers have only started waking up to the full extent of China’s success at building power in key areas of today’s world. Now, they are at risk of missing its commitment to dominating tomorrow’s. The United States, in other words, is not just abdicating its role in the current international system. It is falling behind in the fight to define the next one.

TWENTY THOUSAND LEAGUES UNDER THE SEA

In 1872, the British sent a ship to retrieve the world’s first store of polymetallic nodules: clumps of ocean debris that can contain critical minerals such as manganese, nickel, and cobalt. But it was not until the early 1960s that scientists posited these nodules could have significant financial benefits. In the mid-1970s, the U.S. company Deepsea Ventures, a subsidiary of Tenneco, claimed that it could fill nearly all the military’s demand for nickel and cobalt by mining the Pacific Ocean floor.

Deepsea Ventures never got the permissions it needed to dredge up huge quantities of nodules, and eventually, it folded. But meanwhile, other international actors had begun negotiations over countries’ rights and obligations regarding the world’s oceans. These negotiations culminated in the adoption of the UN Convention on the Law of the Sea, which came into force in November 1994. It included governance rules over the deep-seabed resources that lay beyond countries’ territorial waters. The parties to the convention established and, along with the world’s major mining companies, funded the International Seabed Authority to manage these resources.

China began its own research into deep-seabed mining in the late 1970s. Its scientists and engineers developed prototypes of submersibles and machines that can mine as well as survey the ocean floor. In 1990, Beijing established the state-controlled China Ocean Mineral Resources Research and Development Association to coordinate its seabed prospecting and mining in international waters. It built seabed mining capabilities into its five-year plans starting in 2011. And in 2016, Beijing passed a deep-seabed law designed to develop China’s scientific and commercial capabilities and to provide a framework for engaging in international negotiations regarding ocean floor resources. In the process, China created at least 12 institutions dedicated to deep-sea research and built the world’s largest fleet of civilian research vessels.

Xi has targeted the deep seabed as a priority area for Chinese leadership. “The deep sea contains treasures that remain undiscovered and undeveloped,” he said in May 2016. “In order to obtain these treasures, we have to control key technologies in getting into the deep sea, discovering the deep sea, and developing the deep sea.” China already dominates land-based global supply chains of rare-earth elements, and a lead in deep-seabed mining would only enhance its chokehold over these minerals. Deep-seabed mining would also advance another Chinese security imperative by facilitating the mapping of the seabed and the laying of undersea cables that can be used in support of naval and submarine warfare. “There is no road in the deep sea,” Xi said in 2018. “We do not need to chase [after other countries]: we are the road.”

As China’s domestic capabilities have expanded, so has its role in the International Seabed Authority. Since 2001, Beijing has served almost continuously on the ISA Council, the 36-member executive body that makes key decisions about mining regulations, contract approvals, and environmental regulations. China supplies significant support to the body, including by submitting papers and commenting on drafts. It has placed its own experts and officials in key ISA technical roles, and it provides more monetary support for the ISA than any other country. It has positioned itself to exert greater influence in shaping the rules and regulations that govern the exploration and exploitation of seabed resources. Chinese firms have already secured five seabed mining exploration contracts from the ISA—the most of any country.

China is actively courting emerging and middle-income economies with its deep-sea capabilities, encouraging countries and companies that need Chinese-built platforms, vessels, or processing capabilities to align themselves with Beijing’s interests. China has established a research partnership with the Cook Islands with an eye toward eventually exploiting the seabed minerals in the area, and it is exploring a similar agreement with Kiribati. In 2020, in partnership with the ISA, Beijing established a training and research center in Qingdao to provide officials from developing countries with practical experience, such as operating underwater vehicles, and with opportunities for joint research. And within the BRICS, a ten-country group named for its first five members (Brazil, Russia, India, China, and South Africa), China has sought to build cooperation via a BRICS deep-sea research center in Hangzhou.

But Beijing has also faced troubles along the way. Despite its cooperative initiatives, China is in a small minority of countries that advocate for a more accelerated approach to mining. According to a Carnegie Endowment report, in 2023 Beijing “single-handedly” prevented the ISA from discussing marine ecosystem protection and a precautionary pause on mining licenses. This places it at odds with almost 40 other ISA members, which support a pause or moratorium on mining until rigorous monitoring and environmental safeguards are in place. China has also not convinced BRICS members: Brazil supports a ten-year precautionary pause, and South Africa wants strong environmental frameworks and economic protections. India favors faster development but is wary of China’s use of research vessels for military purposes. And many governments in the Asia-Pacific, such as those in Japan, Malaysia, the Philippines, Palau, and Taiwan, are worried about military-motivated incursions into their exclusive economic zones by China’s deep-sea survey vessels. Although Beijing has not yet won the rule-setting battle in the ISA, it is not sitting still. It is investing furiously in dual-use seabed mining technologies—those valuable for both civilian and military purposes—such as autonomous underwater vehicles and crewed submersibles that will enable it to dominate commercial seabed mining and, as one Chinese military analyst wrote, attack opponents’ large ship formations and naval bases.

OUT IN THE COLD

The deep ocean is hardly the only frontier that Xi wants to master. In 2014, he also declared his intent to make China a great polar power. Like the seabed, the Arctic is rich in natural resources, containing an estimated 13 percent of the world’s undiscovered oil supplies, 30 percent of its undiscovered natural gas, and significant stores of rare-earth elements. As the ice there melts, it will also be home to new shipping corridors—like the one used by the Istanbul Bridge. In a 2018 white paper on the Arctic, Beijing promised to build a “polar Silk Road” by developing such routes and investing in the region’s resources and infrastructure. It also reframed Arctic governance to include issues such as climate change and to advance the rights of non-Arctic countries. “The future of the Arctic concerns the interests of the Arctic states, the well-being of non-Arctic states, and that of humanity as a whole,” the paper declared. “The governance of the Arctic requires the participation and contribution of all stakeholders.”

Beijing’s interest in the Arctic is not new. In 1964, China established the State Oceanic Administration, a government agency whose mandate included conducting polar expeditions. Its Arctic-related research accelerated in the late 1970s and early 1980s. In 1989, the government founded the Shanghai-based Polar Research Institute, and it expanded its Arctic research capabilities and partnerships throughout the 1990s and early 2000s. In 2013, China became an observer to the governing Arctic Council, which consists of representatives of Canada, Denmark (which includes Greenland), Finland, Iceland, Norway, Russia, Sweden, and the United States, as well as indigenous peoples. Since then, China has become one of the council’s most active observer members, participating in a wide array of working groups and task forces. Chinese researchers continue to argue that China should play a larger role in Arctic decision-making because climate change has made the Arctic an issue of global commons and because Chinese companies are essential to Arctic shipping and energy.

Beijing’s efforts have encountered resistance. Arctic countries have grown concerned about becoming overreliant on Chinese investment and the resulting security risks. Canada, Denmark, Iceland, and Sweden all rejected or canceled a number of Chinese Arctic projects in their territories. According to a 2025 study by the Belfer Center, of China’s 57 proposed investment projects in the Arctic, only 18 are active.

But while democratic countries have mostly closed themselves off to new Chinese investment, a different kind of state has opened its doors: Russia. Since 2018, China and Russia have institutionalized their bilateral consultations on the Arctic. Their relationship became especially pronounced after Moscow invaded Ukraine in 2022 and was economically isolated from the rest of the Arctic Council’s members. Since then, Chinese companies have signed agreements to develop a titanium mine and a lithium deposit, as well as to construct a new railway and deep-water port. Together, China and Russia’s capabilities for Arctic exploration, commerce, and patrol far exceed those of the United States. China has also used its partnership with Russia to enhance its military access to the region. Starting in 2022, the two countries have even conducted multiple joint exercises, including in the Bering Sea, the Chukchi Sea, and the greater Arctic Ocean, as well as a joint bomber patrol near the coast of Alaska. Beijing and Moscow have also teamed up to bring the BRICS more directly into Arctic discussions. They established a BRICS working group on ocean and polar science and technology, and Russia has invited the body to develop an international scientific station on the Svalbard archipelago.

China’s outreach, however, has come up short. Brazilian and Indian engagement with the Arctic has been primarily through bilateral partnerships with Russia. Some Indian analysts have expressed outright concern about China’s expanding role in the region. And despite the seeming alignment between China and Russia, Moscow has not supported Beijing’s pitch for an expanded role in Arctic governance. Their shared military exercises are largely performative. In 2020, the Russian Foreign Ministry’s special envoy to the Arctic Council, Nikolai Korchunov, agreed with then U.S. Secretary of State Mike Pompeo’s comment that there are two groups of countries, Arctic and non-Arctic, and suggested that China had no Arctic identity. That same year, Moscow charged a Russian professor who studies the Arctic with high treason after he provided China with classified materials relating to submarine detection methods.

BOLDLY GO WHERE NO ONE HAS GONE BEFORE

Then there is the final frontier: space. As early as 1956, China deemed space exploration a national security priority. On the heels of the Soviet and U.S. satellite launches in 1957 and 1958, Chinese leader Mao Zedong pronounced, “We too shall make satellites.” The country then followed through, launching Dong Fang Hong 1 into orbit in April 1970.

Throughout the 1980s and 1990s, China created an extensive space program driven by scientific, economic, and military imperatives. In 2000, the government published its first white paper outlining its priorities in outer space. They included making use of the resources of space, achieving crewed spaceflight, and undertaking space explorations centered on the moon. Space is also a particular priority for Xi. “Developing the space program and turning the country into a space power is the space dream that we have continuously pursued,” he said in 2013. In 2017, China laid out a road map to become a “world-leading space power by 2045,” with planned major breakthroughs. It has delivered: in addition to its advancing commercial space program, China has developed sophisticated space warfare capabilities, including a growing constellation of reconnaissance, communications, and early warning satellites. Of the more than 700 satellites that China has placed in orbit, over one-third serve military purposes. The country’s 2022 white paper heralded all this progress. Some U.S. space officials and experts believe that China will surpass the United States as the leading space-faring nation within the next five to ten years, including by being the first to return humans to the moon since the U.S. Apollo 17 mission in 1972.

As with the deep seabed, China’s significant technological capabilities and the frontier’s more open governance enable Beijing to play a significant leadership role in space. Beijing has become an important partner for other less developed countries interested in space research and exploration. It boasts bilateral agreements with 26 states. It also collaborates with the UN Office for Outer Space Affairs to carry out experiments from its Tiangong space station.

Beijing’s most meaningful bid for space leadership, however, is the planned International Lunar Research Station, a joint effort between China and Russia first announced in 2017. It is slated to begin as a permanent base at the moon’s south pole and eventually expand into a network of orbital and surface facilities supporting exploration, resource extraction, and long-term habitation. China aims to get 50 countries, 500 international research institutions, and 5,000 overseas researchers to join the ILRS by offering them opportunities for scientific training, cooperation, and access to some Chinese and Russian space technologies. To that end, it has pitched the ILRS through multilateral organizations, such as the BRICS and the Shanghai Cooperation Organization.

Beijing and Moscow have positioned the ILRS as an alternative to the U.S.-led Artemis program—Washington’s attempt to get back to the moon—and to the Artemis Accords. The accords, established in 2020 by the United States and seven other countries, set forth nonbinding principles and guidelines for peaceful space exploration, the use of space resources, the preservation of space heritage, interoperability, and the sharing of scientific data. The accords are designed to be consistent with existing international space treaties and conventions; as of early November, 60 countries have signed on.

One senior Chinese expert described the accords as an American attempt to colonize and establish “sovereignty over the moon.” But China has been relatively unsuccessful at drawing countries into its venture. The ILRS has attracted only 11 states in addition to China and Russia, several of which have either no space program or only a nascent one. Two of the countries that joined the ILRS, Senegal and Thailand, later also joined the Artemis Accords. The broader appeal of the latter stems from several factors. Unlike the ILRS, the accords build on existing scientific, security, and commercial relations between NASA and other countries. They provide smaller states with opportunities to advance their own space industries. They offer clear norms of transparency, interoperability, and data sharing, and they do not entangle countries in Russia’s isolation from much of the world’s economic and scientific endeavors. Finally, unlike with the ILRS, countries that sign the Artemis Accords will have an opportunity to send their astronauts to the moon through NASA’s lunar program.

China’s broader approach to governing space has also run into difficulties. In 2022, only seven other countries joined it in voting against a UN First Committee resolution to halt direct-ascent antisatellite missile tests, which produce destructive space debris. In 2024, China abstained from a UN Security Council vote condemning the placement of nuclear weapons in outer space—a motion supported by all other members except Russia. Beijing and Moscow’s attempts to draft their own treaty on preventing and placing weapons in space have garnered support from only a limited number of countries, such as Belarus, Iran, and North Korea.

But Beijing has plowed ahead. It continues to push its governance frameworks and invest in space-related technologies. And if Beijing does return humans to the moon first, it will gain a powerful symbolic edge over the United States that will boost its efforts to shape norms and technologies in the space race.

HARDWIRE AND HARD POWER

China wants to dominate more than just physical domains. Xi also wants Beijing to rule the cyber realm. Over the course of his tenure, China has become a telecommunications powerhouse. His 2015 Digital Silk Road initiative has enabled two Chinese telecommunication companies, Huawei and ZTE, to earn approximately 40 percent of the market in global telecommunications equipment, measured by revenue. China’s Beidou satellite system boasts greater positioning accuracy than does GPS in many parts of the world. Chinese undersea cable technologies are also rapidly increasing their share of the global market.

Beijing also wants to set the global standards for future strategic technologies. Its initiatives, such as the China Standards 2035 strategy, have dramatically increased the number of Chinese participants in and proposals before standard-setting bodies. In 2022, according to Nature, Huawei alone submitted over 5,000 technological standard proposals to more than 200 standards organizations. (Some outside observers have reported that Beijing has undermined best practices by insisting that Chinese companies vote as a bloc for Chinese proposals and by offering companies financial incentives to make them, leading to a large number of poor proposals.)

For China, setting standards is not only about securing commercial wins. It is also about establishing favorable political and security norms. China’s proposal for a new Internet architecture, called New IP, is a case in point. In 2019, Huawei, China Mobile, China Unicom, and China’s Ministry of Industry and Information Technology jointly submitted New IP to the International Telecommunication Union’s telecommunication standardization advisory group. According to the Financial Times, Chinese officials argued that the 1970s-era Transmission Control Protocol/Internet Protocol, today’s system for routing and delivering data, will not be able to support the demands of the future Internet—such as the widespread adoption of autonomous vehicles. Beyond technical practicalities, Chinese leaders believe that the current Internet, built on a U.S.-designed protocol, reflects an American-led governance system that does not align with Beijing’s interests. New IP, by contrast, embeds state control, including by making it easier for central authorities to shut down parts of the network. New IP is thus China’s bid to hardwire its own technical and political preferences into the global Internet.

The negative reactions to China’s proposal from Japan, the United States, and Europe, as well as from leading Internet engineers, were swift. Experts argued that the existing system was flexible enough to evolve and that New IP would fragment the Internet into state-controlled networks. Europeans pointed out that the current protocol had not hindered the development of AI or other important technologies. They also argued that established technical bodies, not the International Telecommunication Union, should set standards.

China worked hard to recruit support for its vision from emerging and middle-income economies. It created a BRICS Future Network Research Institute to coordinate R & D in 6G, AI, and new Internet protocols. It also made the case that its proposed Internet protocols, combined with its Digital Silk Road financing, equipment, and training, would help close the digital divide with emerging economies. A handful of African states—Côte d’Ivoire, Guinea, Mali, Niger, Nigeria, Senegal, South Sudan, Tanzania, Zambia, and Zimbabwe—stepped up to support the New IP proposal. But enthusiasm elsewhere was muted. Notably, as the China analysts Henry Tugendhat and Julia Voo have observed, there was no correlation between a country’s receipt of Digital Silk Road assistance and its support for New IP.

Some of China’s other digital efforts, however, are making more progress. Many BRICS countries, including Brazil, Egypt, Ethiopia, Saudi Arabia, South Africa, and the United Arab Emirates, are cooperating commercially with Huawei. And China is trying to lay the foundations for a state-controlled Internet through a succession of new proposals and technologies. Huawei, for example, has rebranded China’s New IP proposal as “Future Vertical Communication Networks and Protocols.” As a group of Oxford University researchers has noted, China “forum shops” its proposals, often presenting the same or similar ones in multiple bodies, looking for buy-in. At a March 6G workshop before a standard-setting organization, Chinese participants pushed for a “completely new 6G core network” technology that enables greater control, which Huawei is already developing. Moreover, China continues to advance a routing system for Internet data that would grant network providers and governments more control over data traffic. Experts say that Beijing has rolled this system out in several African countries.

A RENMINBI FOR YOUR THOUGHTS

One of the last remaining pillars of U.S. global predominance is the central role of the dollar in the world economy. The dollar remains both the most traded currency and the dominant reserve currency. This grants the United States several advantages: lower borrowing costs for its government and corporations, the ability to restrict access to dollar-denominated transactions, and the continued primacy of U.S. financial markets.

China, however, is committed to expanding the international use of its currency, the renminbi, and to knocking the dollar off its pedestal. In the wake of the global financial crisis, China piloted a renminbi trade settlement scheme in 2009 with the Association of Southeast Asian Nations, Hong Kong, and Macau. China’s initial efforts to internationalize the renminbi did not gain traction, but it persisted. It introduced renminbi-denominated bonds, expanded currency swap lines with more than 30 countries, and established clearing banks to facilitate renminbi transactions in major financial centers. In 2015, it launched the Cross-Border Interbank Payment System, which is designed to provide an alternative to the U.S.- and European-dominated Society for Worldwide Interbank Financial Telecommunication, better known as SWIFT. Today, China’s payment system connects more than 1,700 banks globally.

Global finance, more than in any other frontier domain, has been fertile ground for China’s efforts to advance its interests through multilateral frameworks. Beijing has used the Belt and Road Initiative to push partner countries to accept renminbi in contracts. Some Chinese economists have even advocated requiring Belt and Road participants to settle in renminbi. These endeavors have worked: by June 2025, the share of China’s bilateral goods trade settled in renminbi reached almost 29 percent.

China’s efforts have been bolstered by U.S. and European sanctions. In a speech before the Chinese Communist Party’s Central Finance Work Conference in October 2023, Xi underscored the point. “A small number of countries treat finance as tools for geopolitical games,” he said. “They repeatedly play with currency hegemony and frequently wield the big stick of financial sanctions.” Iran and Russia, among the world’s most sanctioned countries, have obviously abandoned the U.S. dollar in bilateral trade. But Brazil, India, and South Africa have also supported the adoption of local currencies and a connected BRICS payments system, even if they have not expressed interest in undermining the dollar’s central role.

As with its other strategic endeavors, China’s efforts to promote its currency have faced setbacks. The renminbi accounts for only 2.9 percent of global payments by value, and its share in global foreign currency reserves actually peaked in 2022, at 2.8 percent. Today, it is hovering around 2.1 percent. Full renminbi internationalization requires greater capital account openness, financial liberalization, and less government intervention in monetary policy—steps that would risk undermining the Communist Party’s control over the economy.

But China is also willing to move away from the dollar and expand the use of local currencies without increasing the use of the renminbi. And at that, it has succeeded, thanks in part to Washington’s weaponization of the dollar and other countries’ concerns about the sustainability of American debt. Foreign ownership of U.S. treasuries has declined from 49 percent in 2008 to 30 percent in 2024.

RACE TO THE TOP, RACE TO THE BOTTOM

Xi has made it clear that he wants to reform the international system in ways that reflect Chinese economic, political, and security interests. He wants China to lead in the exploitation of the deep seabed, the Arctic, and space. He wants to create a new Internet protocol that cements state control. He wants to create, invest in, and trade within a global financial system that the United States and the dollar do not dominate. To realize these objectives, Beijing has spent years—in most cases decades—marshaling an extraordinary level of state and private resources, developing human capital, trying to capture existing institutions, and developing new ones. Perhaps most important, Beijing has persisted. It bides its time, adapts its tactics, and seizes opportunities to make gains as they arise.

China has not won yet. In fact, in many respects, the country’s efforts have come up short. The world has not fully embraced China’s vision of change in any domain. Even middle-income and emerging economies, which China often purports to represent, have been wary of Beijing’s proposals. But China’s strategy has yielded notable success in each frontier. The government holds a leading position within the ISA. It has established itself as a leader in commerce in the Arctic, gained military access to the region, and is reframing narratives about who gets a seat at its decision-making table. In space, it has transformed itself into a top scientific and military power. It is making headway in standard-setting bodies that will help create and govern the world’s technological infrastructure. It has diminished the role of the dollar in the international financial system, increased the role of its own currency in foreign trade, and expanded the reach of its alternative payment system. And the capabilities China has accumulated in each of these domains, whether scientific, diplomatic, military, institutional, or physical, position it to keep advancing its vision. That means despite its failures to date, Beijing is unlikely to change course, and it will continue to make progress.

To respond, the United States has three options: step back and grant China the space it wants, try to find common ground, or actively compete. Option one is untenable; stepping back would impose material costs on the United States’ ability to ensure its political, economic, and national security. Option two is attractive, and the two countries could expand scientific cooperation in the deep sea and in space. But in most domains, the gap between the countries’ respective visions is too vast to bridge, at least in the near term.

That leaves only option three. But to compete, defend, or improve current governance in frontier domains, the United States will need to rebuild its capabilities and reclaim its reputation as a responsible global leader. Washington’s hard capabilities—including polar icebreakers, deep-seabed mining prototypes, financial payment innovations, telecommunications technology, and lunar exploration and other space technologies—either already lag well behind those of China or soon will. To fix that, the United States will need to invest in each.

U.S. President Donald Trump has taken some initial steps in this direction by issuing executive orders that support the construction of Arctic security cutters, that deregulate space-related industries, and that support sending astronauts to Mars. Trump’s orders also support the development of seabed mining technologies. And Washington is backing stablecoins and other digital assets to enhance demand for the dollar, as well as promoting the American AI technology stack globally. But these steps do not provide the type of long-term road map that China has given its officials and industries. The United States needs a comprehensive strategy in each domain that includes a clear vision of U.S. economic and security objectives, significant investment in critical near-term hard capabilities, and sustained support for research and development to ensure long-term competitiveness. Financing these investments will require innovative forms of government–private sector cooperation, along the lines of the Biden administration’s CHIPS and Science Act on semiconductors and Trump’s Defense Department partnership on rare-earth minerals with MP Materials. The United States will also need to work with allies and partners to ensure that these domains’ governing institutions reflect values of transparency, openness, and market competition. Otherwise, the United States will not be able to match China’s ability to change a domain by simply claiming it.

Washington will also have to reestablish its stature as a responsible global leader. Trump’s tariff war, for example, has accelerated de-dollarization by making the United States an unreliable arbiter of the global economy. As the economist Kenneth Rogoff has noted, threatening countries only encourages them to diversify their currencies. The Trump administration’s threat to ignore International Seabed Authority prohibitions on seabed mining will cause rifts with many U.S. allies and may upend the ISA regime. This could trigger a literal race to the bottom—one that China is far better prepared to win than the United States, given its capabilities. In areas such as Internet governance and the global financial system, Washington will need to deploy its full suite of technological, financial, and diplomatic tools to get other countries to buy into the U.S. vision.

The United States still has a window of opportunity to reaffirm its value proposition and align the world with its leadership. Despite Trump’s erratic behavior, Washington remains a more desirable partner for most governments. But the administration will need to reconcile its “America first” orientation with the reality of an increasingly multipolar world by combining transactional deal-making with a broader strategic framework that delivers real benefits to other countries. The first Trump administration’s creation of the Artemis Accords offers a useful model. It framed the accords as rules-based, transparent, cooperative, and inclusive while also providing capacity-building programs in areas such as space law, resource governance, and satellite data. Initiatives that embody this same type of innovation, openness, and true partnership distinguish American leadership from Chinese leadership, and they provide the best chance for sustaining U.S. influence across the uncharted frontiers of the international system.


ELIZABETH ECONOMY is Co-Director of the U.S., China, and the World Project and Hargrove Senior Fellow at Stanford University’s Hoover Institution. From 2021 to 2023, she was Senior Adviser for China at the U.S. Department of Commerce. She is the author of The World According to China.

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「美國國家安全戰略」2025版要點 – 來自網路
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胡卜凱

以下是《National Security Strategy of the United States of America(November 2025)全文中,最核心、最重要的重點整理(濃縮到最精華的25),直接反映了這份「川普第二任期」國安戰略的真正精神與優先順序:

總體指導思想

1  
美國國安戰略的唯一目的:保護美國核心國家利益(American National Interests),不再追求全球霸權或永久統治全世界。
2  
明確宣稱「美國優先(America First)」是唯一指導原則,取代過去30年的「自由國際秩序」幻想。
3  
徹底否定冷戰後美國精英的「全球化、自由貿易、永遠承擔全球責任」路線,認為這掏空美國中產階級、工業基礎與軍事實上削弱美國本身。

美國要什麼(核心目標)

4  
美國要成為世界上最強、最富、最安全、經濟最強、軍事最強、科技最先進的國家,並世代保持下去。
5  
完全控制邊境、終結大規模移民時代,邊境安全=國家安全第一要素。
6  
重建強大工業基礎、能源霸權、國防工業基礎,實現再工業化與供應鏈回流。
7  
維持美元霸權、金融市場霸權、高端科技(AI、量子、生物)標準制定權。

戰略原則(11條中最重要幾條)

8  
和平來自實力(Peace Through Strength),實力不足就沒有和平。

9  傾向不干涉主義(Predisposition to Non-Interventionism),除非美國核心利益直接受威脅。
10
國家主權至上,反對超國家組織侵蝕美國主權。
11
公平原則:不再容忍盟友長期「免費搭車」、貿易逆差、掠奪性經濟行為。
12
要求盟友承擔主要責任,川普已強推「海牙承諾」:北約成員國國防支出必須達GDP 5%

區域優先順序(由高到低)

13
西半球(美洲):重申「門羅主義+川普修正案」(Trump Corollary),禁止中國、俄羅斯等非西半球國家在美洲駐軍、控制關鍵資產、港口、基礎設施,否則美國將強力驅逐。
14
印太地區(亞洲):雙重目標
經濟上徹底「再平衡」與中國關係,終結不公平貿易、技術竊取、芬太尼前驅物出口;
軍事上阻止任何國家(暗指中國)奪取台灣或控制南海,明確寫入「在第一島鏈任何地方拒止侵略」與「阻止任何奪取台灣的企圖」。
15
歐洲:希望歐洲恢復「歐洲人的歐洲」,重建文明自信與自我防衛能力;快速結束烏克蘭戰爭、與俄恢復戰略穩定;不再無限擴張北約。
16
中東:已不再是美國外交最優先區域,美國已成為能源淨出口國;重點是擴大亞伯拉罕協議、確保以色列安全、防止伊朗稱霸。
17
非洲:從「援助模式」轉為「投資與貿易模式」,重點爭奪關鍵礦產與能源資源。

對中國與台灣的明確立場(最硬核心)

18
中國是美國過去30年最大戰略失誤的產物,接觸政策完全失敗。
19
美國將與中國經濟「再平衡」(rebalance),要求對等、公平,敏感領域大幅減少依賴。
20
明確重申「不支持任何單方面改變台海現狀」。
21
美國將打造能在第一島鏈任何地點拒止侵略的軍力,特別強調「拒止任何奪取台灣的企圖」。
22
要求第一島鏈盟友(日、韓、菲等)大幅增加國防支出、開放基地、共同投資拒止能力。

其他重大政策轉向

23
拒絕「氣候變遷」「淨零」意識形態,視為損害美國、補貼對手的災難政策。
24
川普自稱「和平總統」,第二任8個月內已促成8場重大和平(包括以伊和平、結束加薩戰爭等)
25
美國不再當「世界警察」,盟友必須承擔主要責任,美國只在核心利益受威脅時出手。

一句話總結這份2025國安戰略的精神: 「美國要重回1830–1990年代的傳統:西半球是後院、強大到沒人敢惹、不管別人家務事、只在核心利益受威脅時出手,並要求全世界按美國規則、對美國公平。」

這是川普第二任期最重要、最權威的國安總綱,取代過去所有「全球主義」版本。


編後記

前幾天在微信」上收到朋友寄來的這份《摘要》;來源及譯者均不詳。我因為年老力衰,早就不看這些又臭又長,言不及義的官樣文章。因此,無法替這份《摘要》的中譯和譯者的詮釋兩者背書;各位不妨參考看看。

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The End of American Dominance on The High Seas

American Supercarriers: The Next Dreadnought Class

Jonathan Stephen Harry Riley, 11/26/25

HMS Dreadnought, the battleship, was a revolutionary design at the height of technology when it was launched in 1906, sparking an arms race that partly hurled Europe into the fires of World War I from 1914 to 1918.

The big, disappointing issue with the Dreadnought class, which heavily influenced battleship designs until the end of World War II in 1939 and 1945, was the emphasis on large battleships with massive guns that operated as floating fortresses.

In 1906, with advances in torpedo technology, aeroplanes were first used in warfare during World War I, which also saw the development of aircraft carrier technology.

The rapid technological innovations that rendered battleships like the Dreadnought obsolete should evoke concern in the audience about the US Navy’s current reliance on supercarriers, which could create strategic vulnerabilities.

The US’s focus on expanding its 11 nuclear-powered supercarriers could undermine its overall naval flexibility and effectiveness, as large battleships did, risking strategic obsolescence in future conflicts.

Advancement of technology

Three
technologies spell the doom of large, focus-ship battle fleets with designs like the
HMS Dreadnought.

These technologies are the torpedo, the aeroplane, and the submarine.

The Confederate States of America developed the first submarine during the American Civil War from 1861 to 1865.

The submarines during World War II destroyed eight Japanese aircraft carriers.

This showed that large battleships and overreliance on larger ships are more vulnerable to torpedoes than smaller vessels.

This was why navies during World War II focused more on having aircraft carriers and smaller vessels so that fighting ships such as destroyers and frigates had a better chance of maneuvering away from incoming torpedoes.

Furthermore, smaller vessels are much more effective at hunting down the Wolf Pack of submarines. During
World War II, the British successfully destroyed 785 U-boats out of 1162.

The remaining 377 U-boats were either surrendered or destroyed by German seamen.

Following technology, we have the torpedo, the first one called the Whitehead torpedo. In 1866, Whitehead invented the first practical self-propelled torpedo, the eponymous Whitehead torpedo, the first modern torpedo.

French and German inventions followed closely, and the term ‘torpedo’ describes self-propelled projectiles that travel under or on water.

The final technology that spelt the end of large battleships was the
1903 Wright Flyer.

Wilbur and Orville Wright spent four years researching and developing the first successful powered aeroplane, the 1903 Wright Flyer. It first flew at Kitty Hawk, North Carolina, on December 17, 1903, with Orville at the controls.

With a thorough understanding of the impact of the advancement and development of
torpedo, aeroplane, and submarine technology, which led to the end of the big ship doctrine and battleships that don’t have high maneuverability.

By analysing how drone technology, demonstrated effectively during the Ukraine war, directly threatens large vessels like supercarriers, we can better understand why traditional naval strategies may need to adapt to these new forms of high-seas warfare.

Ukraine War and Drone Technology

Humanity has been developing drone technology since the First World War; the first successful remote-controlled aircraft, the British “
Aerial Target,” flew in 1917 for anti-aircraft training.

In 1935, the US Navy developed the “Curtiss N2C-2,” an early radio-controlled drone designed for target practice and surveillance.

Currently, the Ukrainian military is successfully flying drones to attack the Russian Federation, with over 190 targets being attacked by Ukrainian drones. Further successful Ukrainian military actions have taken place, with Ukrainians using drones to destroy Russian tanks and ships.

The drone technology the Ukrainians are using against the Russians is predominantly from manufactured goods that can be bought from gadget stores or even a Walmart in the USA, which are being repurposed for use in warfare.

This could potentially mean that the doctrine of large vessels is becoming obsolete for America’s carrier fleet.

Using smaller aircraft carriers and not having all the American eggs spread about multiple vessels in one basket is much more practicable.

While some may argue that supercarriers can be equipped with advanced defenses against drones, the increasing effectiveness and accessibility of drone technology, exemplified by Ukrainian successes, suggest that reliance on large, expensive vessels might be increasingly risky and outdated.

The Americans have wasted money building 11 supercarriers, each costing about 
$13 billion.

That means the Americans wasted $143 billion on a technology that could be obsolete within a decade due to the advancements taking place, as the Ukrainians are innovative in fighting the war against Russian invaders.

Very often, significant advancements in military technology occur during wartime.

The submarine’s development was due to the deficiency and weakness of the Confederate States of America.

The Ukrainian military, being outnumbered by the Russian Federation and adopting new technologies and methodologies, such as drones applied to modern military warfare in the 21st century, has potentially made the American supercarrier doctrine obsolete.

The good news is that everybody else has done the same as the United States, and that the Chinese, Russians and others will need to return to the drawing board.

Luckily, the United States is still the wealthiest nation on earth and the global currency, which means the US has money to throw at the problem.


Written by Jonathan Stephen Harry Riley

I have been writing from 2014 to the present day; my writing is focused on history, politics, culture, geopolitics and other related topics.

Published in The Geopolitical Economist

In the global geopolitics, truth is one, but the wise interpret it differently.— Here, we interpret these diversions

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《重新建構歐洲社會的人民契約》小評
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琶拉席歐女士的大作可稱短小,可惜說不上「精悍」(請見本欄上一篇)。該文在我看來:

1)  
「理想性」或「說教味道」過高。
2)  
「論述度」不足;換句話說,她講了一堆「應然」,卻沒有講出個「所以然」。
3)  
我認為:琶拉席歐女士以上兩個論述瑕疵來自她沒有掌握到以下六個「現實」。

a. 
「政治是爭奪資源分配權的活動」。
b.  
她所說的「歐洲」,實際上指的只有「西歐」。
c.  
從而,她忽略了或根本沒有意識到:她所說「人民契約」的「支柱」,在「自由」、「富庶」、和「依法意治理」三者之外,還包括:「帝國主義過去在其他地區的掠奪」。
c-1
於是,「西歐」統治階層在當下之所以沒有能力履行以往的「人民契約」在於:這群統治階層現在已經沒有多餘的「資源」再餵熟廣大人民(白眼狼?)的「胃口」。
c-2
西歐各國過去的優勢,如技術先進、制度優越、和船堅炮利外,已經不再一枝獨秀。美國、日本、中國等不但迎頭趕上,甚至讓這些舊勢力在某些領域望塵莫及。市佔率自然大幅下滑利潤率也就大如前;西歐小老百姓能分到的殘羹剩飯自然也就今非昔比
c-3
當一個「資源」已經不敷分配的社會,又湧進一大批搶食大餅的「廉價勞工」(外來移民)時,「人民契約」就沒有「被重新恢復」或「被重新建構」的可能。

琶拉席歐女士的建議於現實窘境無補。Q.E.D.

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Restoring Europe’s Social Contracts

Ana Palacio, 11/18/25

Since World War II, liberal democracies have built and sustained their social contracts on three mutually reinforcing pillars: freedom, prosperity, and the rule of law. If Europe is to thrive in the 21st century and continue to serve as a model of democratic values, it must reinvigorate all three.

BRUSSELS – The European Parliament Committee on Constitutional Affairs recently held a high-level 
symposium on the “Quest for the Rule of Law.” Legal scholars, academics, and practitioners gathered for an in-depth dialogue on the principle’s meaning and implementation within the European Union. But the challenge ahead is more fundamental: the rule of law is backsliding in Europe, jeopardizing democracy itself.

Since World War II, liberal democracies have built and sustained their social contracts on three mutually reinforcing pillars: freedom, prosperity, and the rule of law. Individual freedom unleashed innovative dynamism; the rule of law ensured a level playing field; and the resulting prosperity bolstered confidence in both. This dynamic shaped the Cold War, and it has been the European project’s primary source of legitimacy from the start.

Today, this system is in crisis. Far from “lifting all boats,” globalization has left many European households sinking rapidly. As wealth has become increasingly concentrated, and the middle class has been hollowed out, things previous generations took for granted, such as being able to afford housing on a full-time salary, are out of reach for many, especially young people. Upward social mobility looks increasingly like a chimera.

Without shared prosperity, freedom is perceived as a charade. A widespread sense that the social contract has been broken has undermined faith in the rule of law – a central function of which is to limit power – and fueled popular anger. Populist politicians, capitalizing on this growing frustration and resentment in many countries, have often used their power to 
weaken or politicize the judiciary. Meanwhile, EU institutions have often proven to be too fragmented or unwieldy to act decisively and efficiently, including when it comes to defending the rule of law.

表單的頂端

 

表單的底部

The rule of law stands for more than codified rules. It is the principle that force must be subjected to reason – the highest expression of our endeavor to live together peacefully. In its absence, power is wielded arbitrarily, and freedom, disconnected from responsibility, is conflated with desire or identity. People demand the “right” to say anything, without being held accountable for its veracity or impact, and portray appeals to truth as attacks on freedom.

Technological advances are threatening to reinforce these destructive trends. Unless the right regulations are devised and implemented, AI is likely to enrich a lucky few, while limiting opportunities for the rest. Moreover, delegating governance to algorithms is no way to revive a social contract – or the democratic legitimacy it underpins. Add to that the growing weaponization of energy, data, infrastructure, and financial flows, and the challenges ahead will only intensify.

But, far from seeking to strengthen the rule of law to address these challenges, the rule of law is increasingly seen as the problem – and China’s authoritarian model as the solution. According to Dan Wang’s recent book, 
Breakneck: China’s Quest to Engineer the Future, China’s indifference to legal processes has enabled it to become an “engineering state,” capable of “fearlessly building megaprojects,” in contrast to America’s “lawyerly society,” which gets in its own way. “The US no longer has the rule of law,” lamented Niall Ferguson on a Hoover Institution podcast last month. “It has the rule of lawyers.”

In our fast-moving world, people want instant results, not messy debates and a thicket of rules, and China seems to deliver that. The Communist Party of China would certainly like us to think so, promoting its unique brand of state-capitalist authoritarianism as a superior model that others should emulate. China has also sought to create an alternative framework for international cooperation. In September, Chinese President Xi Jinping unveiled a new 
Global Governance Initiative, which promises sovereign equality, compliance with international law, a “people-centered” approach, and the delivery of “real results.”

But behind such appealing rhetoric is a bleak vision, in which law exists to serve authority, and freedom is dispensable. At a time of soaring inequality and declining accountability, democracy might seem like a small price to pay for efficiency and prosperity, and support for far-right politicians suggests that many Europeans are susceptible to this logic. But no one should downplay the loss of human rights this tradeoff implies. Nor should we forget that the hard-won values, systems, and solutions that are developed and entrenched through “messydemocratic processes are far more durable than those that are subject to authoritarian whims.

To resist this siren song, however, Europe must convert its regulatory experience into capacity for action, delivering a resilient energy architecture, robust security and defense capabilities, and industrial policy that does not penalize innovation. It must also pursue diplomacy that brings likeminded global actors together around shared principles and standards. Most fundamentally, it must restore and rebalance the three pillars of its social contract.

This will require an economy that creates opportunities for all, a politics that restores effective accountability, and a culture that recognizes freedom as inseparable from responsibility. Far from a matter of nostalgia, this is a prerequisite for future stability and progress. Only such a renewal can enable Europe to thrive and continue to serve as a model of democratic values.


Ana Palacio writing for PS since 2011

The AI Labor Shock Is Coming for Women
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