The illusion of a Beijing summit truce has officially evaporated. Just one month after high-profile handshakes, Washington and Beijing are locked in a sophisticated war of regulatory lawfare, setting the baseline for a long-term strategic decoupling.
Following a U.S. move barring leading Chinese tech firms from defense contracts, on 6/22 Mon local time, Beijing delivered a coordinated counterpunch. China’s Commerce Ministry announced export bans on 10 U.S. military-related companies—including drone makers and rare-earth mining firms—cutting off critical "dual-use" items under the banner of national security.
Simultaneously, the Finance Ministry banned government entities from purchasing products from 46 American firms, hitting multiple units of Lockheed Martin, Raytheon, and General Dynamics.
This rapid escalation highlights the entrenched reality of "compartmentalized competition." The two giants can cooperate on non-sensitive commerce like agriculture to stabilize markets, but they will aggressively ring-fence critical frontiers like AI, chips, and defense supply chains.
The Sun Also Rises
The Japanese people refer to their country as where the sun rises. Japan remains an amazing, resilient niche in the APAC region. As an island nation with scarce natural resources, it has defied the odds to become a global powerhouse.
While neighbors like China boast massive scale, Japan holds a proud, permanent seat in the G7 - a distinction reserved for advanced democratic societies that uphold the rule of law. Its impact isn't just political; it's deeply intellectual and cultural. Year after year, Japanese scientists and researchers take home Nobel Prizes, proving that human capital and curiosity are the ultimate resources.
We also see Japan shine across the world stage: the national team consistently thrashes expectations in the FIFA World Cup, while their fans stay behind to meticulously clean the stadium and recycle.
In a rapidly changing world, Japan stands out as a masterclass in resilience and soft power. 🇯🇵✨
Tatically Pragmatic But Strategially Shallow
What’s the logic behind Trump being tough on allies but soft on rivals?
It’s simple transactionalism: he seeks more from friends and less from adversaries. If allies don't maximize their support, he sees it as a breach of contract. If adversaries offer even a slight reduction in hostility, he counts it as a win.
Take Italy: a once-warm relationship between Trump and Prime Minister Giorgia Meloni collapsed into a bitter public feud. Trump blasted Meloni for denying U.S. forces access to Italian landing strips during the Iran conflict, even mocking her by claiming she "begged" for a G7 selfie. Meloni slammed the remarks as "completely fabricated," prompting Rome to cancel an official diplomatic visit to the U.S.
Even with Japan, where Trump shares an amicable rapport with conservative PM Sanae Takaichi, transactional tension remains. Despite endorsing Takaichi, Trump openly aired his frustration that Tokyo refused to participate in the U.S. military operations against Iran, despite the massive American security umbrella protecting Japan. He even invoked awkward, controversial World War II allusions to drive his point home.
For Trump, alliances aren't sacred historical bonds—they are business arrangements. If you aren't paying your way or letting the U.S. use your runways, don't expect a friendly deal. This whole metality is, although tactically pragmatic, strategially shallow.
Xi's B-Day Best Wish and Worst Rebuke
Four state heads like Russia’s Putin, Belarus’s Lukashenko, Kazakhstan’s Tokayev, and North Korea’s Kim Jong Un — who sent a warm message and a floral arrangement — celebrated Xi's 73th birthday on June 15.
On the other hand, Florida Senator Rick Scott led a unanimous U.S. Senate rebuke instead.
The bipartisan resolution flatly rejects Xi’s authoritarian aggression, highlighting Washington's hardening stance against Xi and CCP.
History Often Repeats Itself Under Different Context
Exactly 85 years ago in June 1941, Hitler launched his fateful invasion of Russia. Today, the smoke of war hangs over Russia once again—but this time, it’s the consequence of its own brutal invasion of Ukraine.
With Ukraine launching severe counterattacks directly onto Russian soil and reaching as far as Moscow, the tables have completely turned. Putin’s delusions of grandeur have brought the battlefield straight to his own citizens' doorsteps.
Putin made all of this happen. From superpower to under fire, history is laughing at Russia’s tragic, self-inflicted irony. Putin will pay off the debt soon.
The Chinese Navy Fleet in the Gulf?
At the G7 summit in France, President Trump praised Xi Jinping and Vladimir Putin for remaining "neutral" during the US-Iran war, even suggesting Beijing could have escalated things by sending warships to the Gulf.
Is this real or an illusion?
Let's look closer at this claim. The assumption that China was on the verge of military intervention in the Middle East is highly detached from reality.
Geographic Priorities: China has consistently avoided direct military engagements with the US even at its own doorstep—such as in the Taiwan Strait or the South China Sea.
Strategic Distraction: The idea that Beijing would deliberately choose to initiate a hot war with the United States in the Persian Gulf is an illusion.
Economic Limits: China relies heavily on Middle Eastern oil stability, but its military strategy is overwhelmingly anchored in its own regional periphery, not projecting naval power to fight American blockades halfway across the world.
"Does China Have a Smart or Dumb Diplomacy?" 🇨🇳
My latest op-ed is up now in the @Examiner. I dive into whether China's global strategy is actually a calculated success or a series of unforced errors.
Thanks to @PeterCordi for guiding this to print. 📖
Read it here: https://t.co/chWDjeLv7T
It will be a Happier Party G7 2026
President Trump will entertain the G7 in Évian, France this week. Those worrying that he may exit early—echoing his behavior at past summits—or even humiliate other G7 leaders for not being supportive during the recent US-Iran war are falling for an illusion.
Why? Because the geopolitical landscape has fundamentally shifted.
Post-Iran war, the Trump administration realizes that allied support is no longer optional; it is pivotal to navigating the complex aftermath and preventing a prolonged quagmire in the Middle East. With a preliminary peace agreement with Tehran on the table and the critical task of safely reopening the Strait of Hormuz ahead, the US needs international cooperation for maritime security and regional stability.
Consequently, Trump is expected to strike a softer, more collaborative tone during this summit. A true leader knows when to gather followers, and Trump's trademark pragmatism is driving him to secure allies rather than alienate them.
Expect a more diplomatic and friendly gesture from the US president as he works to cement this strategic pivot.
G7 Makes China Nervous 🇨🇳
China is watching the G7 with deep wariness and its recent rhetoric reveals a much more anxious, nuanced stance.
The Chinese Foreign Ministry recently stated that the G7 "should serve as a catalyst for solidarity and cooperation rather than an amplifier of division and confrontation.” Translation? Beijing is nervous.
Beijing cannot simply ignore that the G7 still commands a massive concentration of global economic, technological, and military might.
Why China Will Stay on the Outside Looking In
Could the G7 just invite China to the table? Analysts say absolutely not. Admitting an authoritarian superpower would completely wreck the group's cohesion. Some of the reasons are:
The Trojan Horse Risk: Experts like John Kirton argue that China inside the G7 would act as a Trojan Horse, tempting individual democratic members to break ranks to secure bilateral favors on critical minerals, digital tech, or trade.
Fundamental Misalignment: China’s positions on Russia, Iran, and global governance directly clash with G7 democratic values. LSE expert Chris Alden notes that adding China would make the forum "very difficult to function."
The Russia Shadow: The G7’s last expansion—admitting Russia in 1998—ended in disaster after Putin seized Crimea in 2014.
Hence for China today, the G7 remains a powerful, unified counterweight they can neither join nor ignore.
|G7 |China |Geopolitics |ForeignPolicy |GlobalEconomy
What kind of Iran that President Trump is Facing?
It's an ultimate test of willpower and strength.
Iran’s asymmetric statecraft relies on a masterclass strategy: calculated delay. For Tehran, time isn't neutral—it’s a weapon used to outlast democracies, exhaust adversaries, and create facts on the ground. Time doesn't heal wounds for the Islamic Republic; it builds leverage.
Historically, this "time-dragging" strategy spans three core theaters:
The Nuclear Program: For over two decades, Iran has mastered the art of protracted diplomacy. By dragging out negotiations over procedural minutiae and phrasing, Tehran bought the critical technical time needed to spin advanced centrifuges and harden its nuclear infrastructure, turning a distant breakout capability into a fait accompli.
The 1979 Hostage Crisis: The operational template was set at the regime’s inception. Ayatollah Khomeini dragged the crisis out for 444 days, using the prolonged international standoff to consolidate absolute revolutionary power domestically while systematically exhausting the Carter administration.
The Proxy Long-Game: Deficient in conventional military power, Iran relies on its decentralized Axis of Resistance to fight wars of attrition. When hit with decapitation strikes, Tehran absorbs the blow, avoiding direct escalation while slowly raising the economic and political costs for the West via shipping chokepoints and localized friction.
A Test of Power
Usually, an enterprise should feel proud to be the backbone of its country’s defense ecosystem. But that’s not the case for certain Chinese firms—at least, not publicly. Tech giants like Alibaba, Baidu, and Tencent are urgently claiming they are neither military entities nor part of Beijing’s "military-civil fusion" strategy. They argue that the Pentagon designating them as military entities is a malicious extortion of their global brand images.
Pretty funny. Where is the national pride? Do these firms rather sacrifice their pride for access to the US market?
The reality is unfolding under Section 1260H. The Pentagon recently expanded its list of designated "Chinese military companies," bringing the total to 188 entities. This critical update aims to flag firms ostensibly operating in the private sector that the U.S. believes actively aid Beijing's military and industrial capabilities.
The designation carries heavy operational consequences designed to purge these entities from U.S. defense supply chains:
No Direct Contracts: Effective immediately, the Department of Defense is barred from entering into or renewing contracts directly with any listed companies.
Third-Party Purchases: A secondary, more aggressive ban goes into effect in 2027, prohibiting the department from procuring products, components, or services from these firms via third-party vendors and intermediaries.
For years, these firms tried to fuel Beijing's military ambitions while reaping the commercial benefits of the American defense industrial base. Under Washington's tightening squeeze, that double-dipping strategy is quickly becoming a dead end.
F-35 Stealth Fighters Beefing Poland Up and Making Putin Crying
Back in WWII, Polish military forces, while brave, were still undergoing modernization. Many units were relying on obsolete weaponry and cavalry, making it impossible to match the speed and firepower of the invading German war machine from west and Soviet invasion from east.
Today the Polish people are making Putin crying and won't allow the miserable hiistory to repeat itself, with the first wave of two F-35s joining their Air Force.
FIFA World Cup is China's Embarrassment
The FIFA World Cup isn’t just a global tournament; it’s a recurring mirror for China’s deepest sporting frustrations. While nations celebrate progress, China’s soccer performance continues on a steep downward trajectory—in stark contrast to its soaring corruption rates.
The saddest part? The seemingly powerful country is utterly powerless to fix it. This systemic failure isn't due to a lack of funding or fan passion; it is locked in by a rigid, backward intrinsic mindset and a dumb leadership structure that stifles genuine growth.
When a sports system prioritizes bureaucratic box-checking and political compliance over grassroots development and meritocracy, talent gets suffocated. Decades of heavy investment have yielded nothing but high-level corruption scandals and empty trophy cabinets.
China’s football crisis is a sobering reminder that you cannot brute-force athletic excellence through an inflexible, outdated system. Without a fundamental overhaul of its sports governance and a shift away from its dogmatic mindset, the World Cup will remain a distant dream to China - and a painful, public embarrassment.
Sanctioning with Chinese Characteristics
Beijing just slapped sanctions on Philippine Defense Secretary Gilberto Teodoro and his immediate family for "erroneous remarks."
The move bars Teodoro, his wife, and child from entering mainland China, Hong Kong, and Macau. Crucially, it completely prohibits Chinese entities from conducting any business, transactions, or cooperation with them.
For years, Western capitals used unilateral sanctions as their primary tool for geopolitical coercion. Now, Beijing is turning that exact playbook back on its neighbors—punishing government officials and their families over diplomatic rhetoric and South China Sea pushback.
|China |Philippines |SouthChinaSea |Geopolitics |Sanctions