Opinion
2025 will be a year of hard choices for Iran
What we have seen in Iran in the past year is more than a European will see in his whole life. I read this sentence on an Iranian’s X (formerly Twitter) page a few months ago. Interestingly, on my last trip to Iran, a taxi driver said exactly the same thing and mentioned that he was tired of reading the news.
Indeed, Iran has experienced such extraordinary times in the past year that this year can be described as the longest for the country in several decades. Any one of the events Iranians experienced in 2024 would have been a historic milestone for any country. But in 2024, Iran experienced all these events together.
Perhaps the most important feature of 2024 is that the problems experienced will be carried over to 2025 without the slightest solution. This makes it uncertain whether Iranians will have a calmer year next year than they did in 2024.
So, what were the most important events in Iran last year?
Domestic politics:
Parliamentary elections:
The 12th Majlis elections of the Islamic Republic of Iran were held on 1 March 2024 and as expected, the conservatives managed to gain a majority in the Majlis. Only 40 per cent of eligible voters turned out for the election, the lowest turnout in the political history of the Islamic Republic. This was a major turning point in the political history of post-revolutionary Iran. Opponents saw it as a symbol of popular disenchantment with Iran’s current political system, while the pro-government camp interpreted it as a message of protest from the Iranian people to the government.
The disqualification of many reformists, and even critical conservative parliamentary candidates by the Council for the Protection of the Constitution, preventing them from taking part in the elections, was seen as the main reason for these political reactions. The poor economic situation was also seen as another reason.
Many believed that the 12th Parliament was designed to be the most harmonious and cooperative with the government of then President Ibrahim Raisi. The extremely low voter turnout in large cities and the higher turnout in smaller cities was interpreted as an indication of changes in the political sociology of Iranian society.
Election of the Assembly of Experts:
Simultaneously with the parliamentary elections, the Iranian people elected 88 mujtahids, whose nominations had been approved by the Council for the Protection of the Constitution, to the sixth term of the Assembly of Experts (Majlis-e Khobregan).
According to Article 107 of the Constitution of the Islamic Republic of Iran, the Assembly of Experts is made up of ‘qualified’ faqihs who are responsible for electing and dismissing the Leader and monitoring his conduct. Each term of this Assembly lasts 8 years and is of particular importance as it is responsible for overseeing the behavior of the Leader and, in the event of the death of the current Leader, selecting the next Leader.
Many believe that given the age of Ayatollah Ali Khamenei, the next leader of the Islamic Republic of Iran is likely to be elected by the members of the Assembly of Experts in its sixth term. Therefore, the Assembly of Experts elections in this term are more important than in previous terms.
Perhaps because of this importance, the Council for the Protection of the Constitution, which is tasked with approving the nominations of representatives to the Assembly of Experts, has conducted a very strict vetting process this term, rejecting the nominations of those who have previously served multiple terms in the Assembly of Experts, such as former Iranian President Hassan Rouhani.
It is believed that this strict vetting process was carried out in order to create a more unified structure in the Assembly of Experts and to minimize controversy and disagreement in the selection of the next Leader.
Death of the President
On 19 May, when all the news agencies were analysing the end of the political stalemate between the two neighbouring countries following the inauguration of the joint Kizil Kalesi border dam in the presence of the Iranian and Azerbaijani presidents, the news suddenly broke of the ’emergency landing of the presidential helicopter’.
An hour later, it was discovered that the communication line of Iranian President Ibrahim Raisi and the accompanying delegation had been cut. Also, on board the helicopter was Foreign Minister Hossein Amir Abdullahiyan, Governor of East Azerbaijan Malik Rahmati, Governor-Faqih Representative of East Azerbaijan Province Seyyed Mohammad Ali Al-Hashim, Commander of the Presidential Protection Unit and three pilots.
The rescue operation was hampered by the dense forest and poor weather conditions (rain and dense fog). Various drones, search and rescue teams and trained search dogs were used, and it took 15 hours to obtain definitive information on the condition of the President and his entourage. The news of the President’s death was finally confirmed the following morning.
The president’s death came at a time when he was seen as one of the contenders for the future leadership of Iran, and many believed that the new Majlis would give full support to his government.
On the one hand, the death has led to foreign policy uncertainties at a time of escalating tensions between Iran and Israel over events in Gaza, and on the other it has raised the possibility of an assassination attempt on the president. Although the official state reports have explained that the main cause of the helicopter crash was dense fog and bad weather conditions, the public is not convinced by the following questions Why did only the helicopter carrying the President and the Foreign Minister crash, and why was the helicopter not located for 15 hours?
Early presidential elections:
Following the death of Ebrahim Raisi, presidential elections were held with 6 candidates, based on Article 131 of the Iranian Constitution, which stipulates that “in cases such as the death, resignation, illness or dismissal of the President of the Republic, the interim Presidential Council is obliged to ensure the election of a new President within fifty days at the latest, and during this period it assumes the presidential powers except for the referendum”.
This election was also overshadowed by the process of eliminating candidates by the Council for the Protection of the Constitution. One reformist candidate stood against 5 conservative candidates. Many prominent figures from the reformist or moderate conservative wing were disqualified and could not take part in the elections. From the reformist wing, only Masoud Pezeshkian, former Minister of Health and a member of the cabinet of Mohammad Khatami, the leading figure of the reformist movement, managed to participate in the elections.
Pezeshkian won 53.6% of the vote, defeating his ultra-conservative rival Said Jalili, and was elected president. He campaigned on promises to abolish the morality police, economic reforms and a diplomatic opening.
The reformist movement continues to support Pezeshkian’s presidency, viewing the conservative representatives in parliament as a minority elected with little public participation. However, according to the election results, Pezeshkian received the direct support of only 25% of the population. The success or failure of the Pezeshkian government will be discussed in another article.
Ongoing economic crisis:
In 2024, as in previous years, Iran continued to struggle with the economic crisis. The value of the national currency fell by 100% in one year, and the inflation rate continued to hover around 40%, according to the Central Bank. This situation has become a chronic disease of the Iranian economy. From 2020 to the end of 2024, the value of the Iranian national currency fell from 13,000 to 89,000 divisions to $1. In other words, Iranians have seen their currency depreciate by more than 600 per cent in the last five years, with a significant portion of this loss occurring in the last year. Most worryingly, there is no hope that this situation will improve.
The devaluation of the national currency and the resulting inflation and uncontrolled price increases have fueled public discontent, which has only deepened over time.
Energy crisis:
Another issue that has emerged as a major concern in Iran since the summer of this year and has been at the top of the agenda in recent weeks is the energy shortage and the inability of the country’s electricity and gas infrastructure to meet demand. Iran faced frequent electricity and water shortages this summer and repeated power cuts in the winter. The energy crisis has also resulted in air pollution due to the irregular operation of power plants, which has caused and continues to cause environmental crises.
Experts believe that the lack of infrastructure investment in the country’s energy sector, especially the heavy sanctions and mismanagement by government officials in recent years, are the main reasons for this situation. This problem is likely to become more complex in the coming year, with significant social and political consequences.
Improvement in civil liberties:
With a reformist president in power and given the significant protests in Iran last year over the headscarf issue, state repression of women’s dress appears to have decreased significantly in 2024. In recent weeks, some popular messaging apps that were blocked last year have been made available, signaling an improvement in civil liberties.
Foreign policy:
Throughout 2024, Iran’s foreign policy was heavily influenced by the Gaza war. The escalation of Israel’s military operations in Gaza in the early months of the year, and their escalation into an unprecedented genocide, showed that the conflict would be protracted and would have consequences for Iran.
As the war dragged on, analyses in Iran fell into two main groups: The first group argued that Iran should not fall into Israel’s war trap. According to this group, by provoking Iran, Israel was trying to turn the war in Gaza from a confrontation with the defenseless people of Gaza into a confrontation with Iran. In this way, Israel would be able to ignore its genocidal crimes in Gaza and win the support of an international coalition from the United States and Europe by portraying itself as the victim. This group argued that Iran should engage in a minimal conflict with Israel and that Israel should not be allowed to draw Iran into a wider war. They saw Iran’s current economic difficulties, popular dissatisfaction with the government, the death of the president and internal political changes, possible attacks on Iran’s oil infrastructure and the cutting off of Iran’s main sources of income as the main reasons for avoiding war.
The second group argued that Israel had decided to destroy Iran’s influence in the Middle East and that Iran should inflict heavy blows on Israel. According to them, if Iran did not react seriously against Israel, it would pay a much higher price for this war in the future. This group believed that by inflicting heavy blows on Israel, Iran would be making a strategic choice between life and death, but that avoiding conflict with Israel would lead to an inevitable collapse in the future. This group argued that Iran was capable of striking hard blows against Israel, that Iran had demonstrated its technological capability in ballistic missile attacks, and that it could provide an important deterrent against Israel by shifting its nuclear strategy towards the production and testing of atomic bombs.
The events of the past year show that Iran has favored the view of the first group but has not refrained from some attacks against Israel.
The main developments in Iran’s foreign policy over the past year can be summarized as follows:
First military operation against Israel: The conflict between Iran and Israel has been going on at the security level or through proxy groups for the past few decades. However, on 14 April 2024, Iran finally carried out a direct missile operation in response to the Israeli attack on the Iranian consulate in Damascus. This operation was dubbed “Operation True Promise-1”. The operation has been described as the first direct confrontation between Iran and Israel, the world’s largest drone strike, and the largest missile strike in Iran’s history.
In Operation True Promise, Iran launched more than 300 drones and missiles into the Israeli-occupied Palestinian territories. Some of these missiles are said to have penetrated Israel’s defense systems and hit important military targets such as the Nevatim airbase.
The operation was carried out in response to the Israeli attack on the Iranian consulate in Damascus on 1 April. The Chief of Staff of the Iranian Armed Forces made it clear that the reason for this operation was that Israel had crossed Iran’s red lines and attacked the Iranian consulate in Damascus. Seven people were killed in this Israeli attack, including Mohammad Reza Zahidi, a senior commander of the Quds Force of the Iranian Revolutionary Guards.
Iran’s mission to the UN stated that this military operation was carried out under the right of self-defense in accordance with Article 51 of the UN Charter.
Many experts have said that this operation was not intended to harm Israel, but rather to demonstrate Iran’s ability to overcome Israel’s missile defense systems and its ability to deliver a direct blow to Israel.
Assassination of Haniyeh in Tehran:
Ismail Haniyeh, head of the political bureau of Hamas and one of its leaders, was assassinated by Israel on 31 July 2024 at 01:37 in Tehran, accompanied by his bodyguard. Haniyeh was assassinated as he was returning to an accommodation centre of the Quds Force of the Revolutionary Guards after attending the swearing-in ceremony of Iranian President Massoud Pezeshkian.
As well as being a major security disaster for the Iranian security services, it meant that Israel had crossed every possible red line. The assassination was seen as a serious loss of face for Iran.
Operation True Promise:
On 1 October 2024, Iran carried out a second missile attack against Israel, Operation True Promise-2. This attack came two months after the assassination of Ismail Haniyeh in Tehran and in the wake of increased Israeli attacks on Hezbollah’s command center. In particular, it was carried out four days after an airstrike that killed Hezbollah Secretary General Sayyed Hassan Nasrallah, Hezbollah Southern Front Commander Ali Kirki and Deputy Operations Chief of the Revolutionary Guards Abbas Nilforshan.
The operation involved the launch of 200 ballistic missiles, hypersonic Fateh and Khybershiken missiles from areas around Tehran, Kashan, Tabriz, Shiraz, and Kermanshah.
This operation was seen as a real show of Iranian strength against Israel and created an important national unity in Iranian society. Iranians, regardless of their political and ideological affiliations, saw this operation as an act of defending their national honor.
Israel’s attack on Iran:
On 26 October 2024, Israel launched three waves of air strikes on Iran under the name of “Operation Days of Penance”. These strikes continued throughout the night and into the morning in several Iranian provinces, causing limited damage according to Iranian officials. Israel said the strikes were in response to ‘months of continuous attacks’ by Iran and its proxies, as well as Iran’s rocket attack on Israel in October 2024. In this operation, 4 members of the Iranian air defense forces were killed.
Although this attack caused no visible destruction in Iran, it was seen as a new page in the history of the Iran-Israel conflict, as it was the first time that Israel had launched a direct military attack on Iranian territory.
The nuclear impasse continues:
Although the confrontation between Iran and Israel has overshadowed attention to the Iranian nuclear issue, Iran faces a dangerous reality: According to the 10-year agreement adopted by UN Security Council Resolution 2231 in 2015, if Iran is found to be in violation of the nuclear deal, previous UN sanctions can be automatically reimposed within 60 days at the request of any permanent member if the 5+1 Commission notifies the UN Security Council.
As the 10-year term of the nuclear deal nears its end, European countries and the United States are seeking to accuse Iran of violating its nuclear commitments, thereby portraying Iran as a threat to global security and seeking to reinstate UN sanctions. A few weeks ago, Iranian Foreign Minister Abbas Araqchi described this situation as a potential crisis for Iran and warned that it could have serious consequences for Iran. (It is not a far-fetched prediction that we will hear much more in the coming months about the automatic sanctions mechanism known as the ‘trigger mechanism’ or ‘snapback’).
This situation will be further complicated by the re-election of Donald Trump as US President.
Weakening regional position:
Although Israel failed to make noteworthy progress on the ground in Lebanon and was forced to retreat, it managed to deal a major strategic blow to the Lebanese resistance and thus to Iran by assassinating the Hezbollah leadership. The subsequent departure of Syrian President Bashar al-Assad from the political scene and the rise to power of anti-Iranian groups in Syria meant that Iran severed its land link with Hezbollah and weakened its logistical support line to Hamas, Islamic Jihad and other resistance groups. These developments weaken Iran’s regional position and power and will continue to force Iran to seriously reconsider its regional policies.
…
Throughout 2024, Iran managed to end the year without a major crisis, although it had an eventful year in domestic politics. However, Iran faced serious crises in its foreign policy, which will lead to a future change in Iran’s regional and international policies. This political change will also mean a change in the actions of some groups associated with Iran, leading to new developments in regional dynamics.
2025 will undoubtedly be a challenging and volatile year for Iran and a year of difficult choices.
Opinion
Chinese diplomacy ascendant under Xi: All roads lead to Beijing
Beginning in late 2025 and extending throughout 2026, one of the most striking developments in world politics has been the successive convergence of major powers upon Beijing. Direct, high-level engagement with China by actors at the very core of the global system—such as the United States, Russia, the United Kingdom, France, and Germany—is widely interpreted as a potent signal of a shifting international order. These visits are indubitably far from routine diplomatic encounters. Rather, they represent symbolic and strategic maneuvers indicative of a fundamental realignment of the world’s power centers. In particular, the intensive engagement with China by four of the permanent members of the United Nations Security Council within a brief window demonstrates that Beijing has evolved far beyond a mere economic powerhouse, establishing itself as a principal locus of global diplomacy.
For decades, the global order was predominantly US-centric. Following the end of the Cold War, the United States attained an unrivaled position militarily, economically, and diplomatically. China, conversely, was viewed as a rapidly growing economy defined primarily by its manufacturing capacity and cheap labor force. While Beijing possessed influence within the global system, the primary decision-making mechanisms of world politics remained firmly anchored in Washington. However, the transformation of the past two decades has elevated China from a mere economic giant to the epicenter of global strategic competition.
Today, China stands as one of the most pivotal actors in world trade. The vast majority of global supply chains are intricately linked to Chinese networks. Across a multitude of critical sectors—ranging from electric vehicles and battery technologies to artificial intelligence and solar energy—China has established itself as both a dominant producer and a global standard-setter. This immense economic capacity has naturally engendered commensurate political and diplomatic leverage. Global leaders now recognize that international challenges cannot be effectively managed by bypassing or ignoring China.
It is precisely here that the core significance of these recent visits to China becomes apparent. Donald Trump’s journey to Beijing to meet with Xi Jinping underscored that despite the intense rivalry between Washington and Beijing, direct engagement has become an absolute necessity. Similarly, while Vladimir Putin’s strategic alignment with China has long been established, Moscow’s deepened cooperation with Beijing in the wake of its profound crisis with the West has significantly bolstered China’s geopolitical weight across Eurasia. Meanwhile, British Prime Minister Keir Starmer’s visit was interpreted as a sign of Europe pivoting toward a more pragmatic trajectory in its policy toward China. The prior engagements of French President Emmanuel Macron had already demonstrated that Europe has no desire for a complete decoupling from China. German Chancellor Friedrich Merz’s discussions in Beijing were particularly noteworthy from an economic standpoint, as the Chinese market remains indispensable to German industry. Furthermore, the intensive diplomatic relations maintained by Serbian President Alexander Vučić with China demonstrate that Beijing’s influence on the European continent is by no means confined to major Western European states. Through infrastructure investments, transport projects, technology transfers, and defense cooperation in recent years, Serbia has emerged as one of China’s closest partners in Europe.
The common denominator among these visits was the pursuit of direct engagement with Xi Jinping. Xi is no longer viewed merely as the leader of China; for many nations, he has become a preeminent figure shaping the future of the global system. The transformation of China under Xi into a more centralized, visionary state structured around long-term strategic planning has magnified the personal significance of his leadership. Today, the international community is intensely focused on Xi Jinping’s decision-making. Consequently, pilgrimages to Beijing represent an effort to establish a direct, unmediated channel to Xi himself.
Symbolism is of paramount importance here; in international politics, the optics of “who travels to meet whom” are central to the perception of power. If global leaders continuously travel to Beijing while Xi travels sparingly—yet remains the figure everyone seeks to audience with—it naturally reinforces the message: Xi Jinping is no longer just the leader of China, but a chief architect of the global system. Remarkably, Xi’s reduced international travel has not diluted China’s influence. On the contrary, Beijing’s emergence as the primary destination of diplomatic pilgrimage projects an image of profound self-assurance. To many observers, this stands as one of the most visible symbols of a shifting world order. By rendering their respects in Beijing as much as in Washington, global leaders signal that the global equation is now being formulated here.
This shift is driven by tangible geopolitical realities. The contemporary world operates within a highly interdependent framework. While intense competition defines US-China relations, their economies remain deeply intertwined, rendering total decoupling virtually impossible. Across a vast spectrum of critical arenas—including trade, semiconductor technology, artificial intelligence, energy security, the Taiwan question, the Russia-Ukraine war, the Iranian crisis, and global supply chains—China has emerged as a decisive actor. Consequently, no major power, including Washington, can formulate a viable global strategy by sidelining China.
For Europe in particular, the China question has grown increasingly complex. The period between 2022 and 2024 saw Europe adopt a more hawkish and distant posture toward Beijing. However, slowing economic growth, energy crises, and trade frictions with the United States have compelled Europe to seek a more balanced approach. The pivot of European leaders toward Beijing reveals that complete economic decoupling from China would carry prohibitive costs for Europe. This dynamic also underscores the divergent internal priorities within the US-led Western bloc.
China’s rise should not be viewed solely through the prism of its relations with the West; the sphere of influence Beijing has cultivated across the Global South is of equal significance. In recent years, Chinese influence has expanded dramatically across Africa, Latin America, Central Asia, the Gulf States, and South Asia. Within this context, Pakistani Prime Minister Shehbaz Sharif’s visit to China carries profound weight. The China-Pakistan relationship has long been characterized as an “ironclad friendship.” Through the Belt and Road Initiative, China has constructed ports, railways, energy facilities, and critical infrastructure in numerous countries, most notably Pakistan. Furthermore, unlike Western financial institutions, Beijing extends credit and investment with fewer political conditionalities. Consequently, many developing nations view China not only as a vital economic partner but also as a geopolitical counterweight to the West.
All of this inevitably raises the question: “Is China ascendant?” Based on the current landscape, the answer must be in the affirmative. For global leaders, Beijing has now emerged as a diplomatic hub as critical as Washington. Moreover, beyond its sheer economic scale, China is increasingly distinguished by its capacity for conflict resolution. Its pivotal role in facilitating the Iran-Saudi Arabia normalization, coupled with its close ties to Russia and its sweeping influence over the Global South, has significantly amplified Beijing’s diplomatic gravity.
The diplomatic traffic observed throughout 2026 highlights a fundamental truth: the world is no longer unipolar or monocivilizational. Opposite the United States stands a China capable of challenging it economically, technologically, culturally, and diplomatically. Consequently, this new era diverges sharply from the unipolar structure of the “American Century,” resembling instead a multipolar, multi-civilizational order where all actors cooperate and compete with one another simultaneously.
Xi Jinping’s position is central to this paradigm shift. For many leaders today, meeting with Xi in Beijing is not merely a matter of bilateral diplomacy, but a strategic imperative for positioning oneself within the global balance of power. This has immensely enhanced Xi’s personal prestige. Within the international system, there is a growing consensus that on most critical issues, “if Beijing is not at the table, no resolution can be complete.” The acceleration of visits to China since late 2025 is not merely a reflection of a crowded diplomatic calendar; it must be understood as a tangible indicator of a shifting world order. Beijing has transcended its status as an economic core to become one of the primary power centers of global politics. Consequently, Chinese President Xi Jinping is emerging as one of the most influential figures of this new, multipolar, and multi-civilizational world order.
Today, the diplomatic traffic directed toward Beijing is by no means limited to the United States, Russia, or the major European powers. The efforts of leaders from a vast geographical span—from Serbia and Pakistan to the Gulf States and African nations—to establish direct contact with China render Beijing’s central position in the global system increasingly conspicuous. Consequently, these recent visits are interpreted as signs that the power map of the new international order is being redrawn. For many capitals, the path to understanding global developments and formulating future strategies now runs through Beijing as much as it does through Washington. Thus, the adage “All roads lead to Beijing” is rapidly transforming from a rhetorical trope into a defining reality of contemporary international politics.
Umur Tugay Yücel – Political Scientist & Author of the book “The Decline of American Power and the Rising Powers” (China-Russia-India-Brazil).
X: @umur_tugay
Opinion
Israel’s influence over the United States and America’s strategic impasse
In remarks to the American media, Israel’s genocidal prime minister, Benjamin Netanyahu, declared: “The war with Iran is not over. The enrichment facilities must be dismantled, and the highly enriched uranium must be eliminated.” He insisted that the permanent destruction of Tehran’s nuclear capacity was imperative.
The broader picture in the Middle East is this: the United States is simultaneously attempting to make Israel more effective, more powerful, and territorially larger, while also attacking those countries that unsettle Israel or resist its regional influence. It fragments them, destabilizes them, occupies them. What occurred in Libya, Iraq, and Syria, as well as the joint American-Israeli aggression directed at Iran, must be understood from this perspective no less than from any other.
We know that Israel exercises enormous influence over the United States. The effects and reflections of that influence are visible even in Washington’s relations with Türkiye. Israel influences the United States to such an extent that America loves whom Israel loves and rejects whom Israel rejects. American presidents hesitate to take a step in the Middle East without first consulting Israel or securing its approval. For that reason, it is especially noteworthy that, in recent months, many American experts, politicians, and commentators have openly said of the attacks on Iran: “This is not America’s war; it is Israel’s war. It is wrong for the United States to place itself so completely under Israel’s direction and follow in its wake.” For the first time, Israel is being criticized this openly and this loudly within the United States itself. For the first time, America’s limitless and unconditional support for Israel is being questioned so directly.
The extent of Israel’s hostility toward Türkiye
Israel’s influence over the United States, as seen in the joint American-Israeli aggression against Iran, also became apparent during the ceasefire negotiations. Israel did everything in its power to prevent the United States from accepting a ceasefire. Although Pakistan succeeded in persuading both Washington and Tehran to accept a regional ceasefire, Israel immediately pressured the United States and ensured that Lebanon was excluded from the scope of the agreement.
Israel’s hostile posture toward Türkiye is likewise striking. By supporting terrorist organizations operating against Türkiye, Israel seeks to force the country to exhaust its energy and resources in prolonged struggles against armed groups both domestically and along its immediate periphery. In this regard, the most functional and useful instrument at Israel’s disposal is the PKK terrorist organization. The United States also supports the PKK. Accordingly, the American-Israeli axis jointly backs structures affiliated with the PKK, namely the PYD-YPG in Syria and PJAK in Iran. It will be recalled that Israel also supported the 2017 independence referendum organized in northern Iraq under the leadership of the Barzani administration. Israel announced that, should the referendum produce a declaration of independence, it would be among the first states to recognize an independent Kurdish state separating from Iraq.
The American economy Is not on a healthy trajectory
From an economic standpoint as well, the United States is compelled to wage wars, launch attacks, create new customers for its arms industry, and secure fresh military contracts. The American economy has become dependent on war. Within the country’s dominant sectors, the military-industrial structure occupies a singularly privileged and strategic position. U.S. public debt has surpassed 39 trillion dollars. Private-sector debt, including household debt, has reached 42 trillion dollars. The budget deficit approached 1.8 trillion dollars in 2025. Last year, the trade deficit climbed to 901.5 billion dollars. At the same time, the country’s productive capacity and competitive strength continue to erode.
By attacking Iran alongside Israel, the United States sought not only to neutralize Iran’s missile capacity and nuclear capabilities, but also to alter the regime in Tehran and, if possible, even redraw the country’s borders. It inflicted severe damage on Iran and struck heavy blows, yet failed to force capitulation. It achieved neither its military objectives nor its political aims.
Another American calculation was this: by striking Iran, which sells 90 percent of its oil exports to China, Washington hoped to open a serious breach in China’s energy supply chain. China obtains nearly half of the oil it consumes from Gulf countries such as Iran, Iraq, Saudi Arabia, and the United Arab Emirates. Altogether, 45 percent of the oil China uses passes through the Strait of Hormuz. It should also be noted that the Strait of Hormuz is critically important not only for China, but also for Asia’s major economies such as Japan, India, and South Korea. One must not forget that all three maintain close relations with the United States.
While attacking Iran, the United States also sought to weaken China — and failed
While calculating that Iran would emerge weakened, the United States also intended to batter China in the process. It failed. That failure rendered Washington even more aggressive and drove it into deeper panic. For regardless of what the United States does, the trajectory of history continues to favor China.
Consider the figures. In 1990, China accounted for just 1.8 percent of the global economy. Today, that figure stands at 18.5 percent. In other words, over the past thirty-six years, China’s share of the world economy has increased tenfold. The United States, by contrast, accounted for 34 percent of the global economy in 1985; by 1990, its share had already fallen to 26 percent. Today it has declined further, to 22 percent. As can clearly be seen, America’s share has been steadily diminishing. Across the Atlantic, Europe’s decline has been even more pronounced. In 1990, the European Union accounted for more than 27 percent of the global economy. Today its share has fallen to 17 percent. In other words, over the past thirty-six years, the European Union has contracted by ten percentage points.
This decline in Europe inevitably weakens the European Union’s appeal while simultaneously intensifying internal disputes within the bloc. It has also emboldened those advocating withdrawal from the Union. Following Britain’s departure from the European Union through the 2016 Brexit referendum, similar debates have proliferated across Europe. Those advocating France’s withdrawal speak of “Frexit,” while proponents of Sweden’s departure invoke the term “Swexit.”
These debates are not confined to the European Union alone. Parallel discussions are also emerging within NATO, particularly as President Trump publicly humiliates NATO members and even suggests that the United States itself could leave the alliance. Slovenia, for example, one of NATO’s smaller members, is debating the possibility of putting withdrawal from the alliance to a referendum. For a small-scale country, this is undoubtedly a bold and highly consequential discussion.
What ultimately becomes visible is this: as the United States weakens, the fractures within the Atlantic alliance deepen, and disputes within major Western institutions such as NATO and the European Union grow increasingly severe. The joint American-Israeli attacks against Iran, together with Iran’s resistance, are making those fractures even more visible.
Opinion
From Great Power Competition to Strategic Stability: A New Orientation of China-US Relations
U.S. President Donald Trump paid a state visit to China from May 13 to 15, 2026. For the current turbulent international order, this summit between the two great powers of China and the United States is of extraordinary significance, bringing a degree of certainty to an uncertain world.
A major focus of domestic and international attention is that during his visit to China, Trump appeared far more rational, restrained and pragmatic than he did in Europe. In Europe, he often treated allies with emotional outbursts, unilateral pressure and even public mockery; in Beijing, by contrast, he moderated his tone, chose his words carefully, stressed respect for China and a willingness to cooperate, demonstrating a greater sense of realpolitik and diplomatic propriety.
During his tour at Zhongnanhai, he even remarked that if he gets used to this place, he might not want to leave. He also expressed hope of visiting China again in six months. All this points to productive communications between the two sides. The most important outcome was their agreement to build a constructive China-U.S. relationship of strategic stability. This is clearly a major new development and transformation in China-U.S. relations, which will undoubtedly send strong reverberations, profoundly shaping not only the societies of both nations but also the global strategic landscape and the existing structure of international relations.
What Is the “China-US Constructive Relationship of Strategic Stability”?
Although no joint communiqué was issued nor press conference held following President Trump’s visit to China, the Chinese side nonetheless spoke highly of the trip, describing it as a “historic meeting”. The reason lies in the two sides’ agreement to build a constructive China-U.S. relationship of strategic stability.
Strategic stability originally refers to a state among nuclear-armed powers where mutual deterrence prevents nuclear war. The concept emerged from U.S.-Soviet arms control during the Cold War and now also describes peaceful relations between major powers. In the current China-U.S. context, “strategic stability” is understood broadly to mean that the two countries can maintain a stable framework in their most crucial interactions.
How should we understand the new positioning of a “constructive relationship of strategic stability”? During the meeting on May 14, President Xi Jinping put forward the “four should-bes” to define this new framework: It should be positive stability with cooperation as the mainstay, healthy stability with competition kept within bounds, normal stability with differences under control, and durable stability with peace in prospect. Each dimension of “stability” leaves considerable room for interpretation.
The first dimension: cooperation as the mainstay. Over the past decade, both the Trump administration’s launch of two trade wars and the Biden administration’s building of a “small yard with high fences” and imposing high-tech export controls on China have created massive disruptions to the normal operations of enterprises in both countries and to bilateral trade. As the world’s two largest economies, frequent frictions caused by U.S. policies are clearly abnormal and detrimental to the economic development of both nations and the world. It is therefore essential to return to a tone centered on cooperation.
The second dimension is well-regulated competition. The United States is prone to the Thucydides Trap mindset and harbors deep misgivings about China’s rise and development. Nevertheless, China has no intention of engaging in zero-sum games where one side wins and the other loses. From Chinese perspective, competition between nations is inevitable. Yet the world today faces the fundamental task of expanding common interests rather than dividing existing gains. We embrace sound competition and reject vicious rivalry; otherwise, the world risks repeating the tragedies of World War I, World War II and even the Cold War.
The third dimension is manageable differences. Disagreements are inevitable in China-U.S. interactions. However, if economic, trade, technological, cultural and academic exchanges are all politicized and securitized, even ordinary bilateral issues will escalate into strategic confrontations. A mature major-country relationship does not mean the absence of disputes, but the ability to keep dialogue intact even after disagreements arise.
The fourth dimension is foreseeable peace. It targets the most fundamental and bottom-line principle in China-U.S. relations: the two countries must avoid war. Today’s China-U.S. relationship is no longer a simple bilateral tie between two isolated nations, but two core pillars embedded in the global industrial chain, financial system, technological system and security architecture. Therefore, foreseeable peace requires strategic self-awareness from both sides: competition must not escalate into conflict, and confrontation must never lead to war. Neither side shall gamble the future of 1.4 billion Chinese people, over 300 million Americans and the entire world on an unaffordable conflict for short-term political gains.
These signals released from this summit indicate that both sides are striving to shift their relations from confrontation to a new phase featuring controllable competition and pragmatic cooperation.
The Constructive Significance of the New Positioning of China-U.S. Relations
These “four should-bes” are not a one-sided expectation that China places on the United States, but rather a mutual commitment between the two countries. The definition put forward by the Chinese leader has received high recognition from the U.S. side. Therefore, there is good reason to believe that this new framework will serve as the strategic guideline for China-U.S. relations over the next three years, which will cover Trump’s second term, because it benefits both nations.
For China, what matters more are the strategic gains from this meeting: namely, persuading the United States to embrace a framework of constructive strategic stability. China’s paramount strategic goal is to achieve the great rejuvenation of the Chinese nation, which demands a stable external environment. Yet since Trump’s first term, China has faced containment by the United States and its allies across trade, technology, finance, and geopolitics, posing severe challenges to its development. China has long sought to transcend the Thucydides Trap. While it does not shy away from competition and stands ready to uphold its interests in economic and trade frictions with the U.S., it has no desire for strategic rivalry. Instead, China aims to steer bilateral relations back to a path of rationality, communication, and non-confrontation, so as to secure a stable external environment for economic growth.
For the United States, it places greater emphasis on the pragmatic benefits of this visit. The U.S. signaled its intention to visit China as early as last year, aiming to leverage its perceived victories over Venezuela and Iran to pressure China. However, the war in Iran has yet to end, and it has produced significant blowback against the U.S., exposing few critical realities to the world:
First, the U.S. cannot defeat Iran, and a power unable to subdue Iran has no credible path to conquering China.
Second, although China is the world’s largest energy importer, it faces no imminent risk of energy shortages.
Third, surging domestic inflation and oil prices in the U.S. have stoked public discontent, undermining Trump’s prospects in the midterm elections.
Fourth, the U.S. failed to defeat China in the trade war, instead hitting a wall. In February, the U.S. Supreme Court ruled that the massive tariffs imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA) were illegal.
Fifth, a series of events like the maiden flight of China’s sixth-generation fighter jet, the May 7th India-Pakistan air battle, the September 3 military parade, and the U.S.-Israel-Iran conflict have convinced the U.S. that military coercion is unlikely to bend China to its will.
From the U.S. perspective, a reality-based assessment compels recognition of China’s international standing. Moreover, China’s neutral stance in multiple global crises has led the U.S. to view it as a rational, predictable, and negotiable strategic rival rather than an entirely uncontrollable challenger.
For the world at large, the realization of strategic stability in China-U.S. relations also contributes to global peace and stability. In this era of major-power games, world development and security are confronted with numerous challenges: rising global unrest and armed conflicts, sluggish economic growth mounting pressures on people’s livelihoods, stagnant technological progress and retrogressive international cooperation, a fractured international order and unbalanced rule-based systems, deteriorating diplomatic atmospheres and setbacks to peaceful diplomacy, ineffective governance over global issues, and small and medium-sized countries being reduced to pawns in great-power contests. The gravest crisis facing the world today lies not in troubles plaguing individual nations, but in the prevalent global state of instability, uncertainty and unpredictability. As the world’s two largest economies, China and the United States bear the responsibility to deliver stable expectations for the whole world.
The Future of China-U.S. Relations
In the short term, the proposal of a constructive strategic stability relationship between China and the United States means there will still be opportunities for positive interactions over the next six months. President Xi Jinping has agreed to pay a visit to U.S. in September 2026, and there is a high probability that the two leaders will meet again at the APEC Summit in Shenzhen and the G20 Summit in the United States again. In other words, the two countries will continue to maintain engagement, intensify cooperation on the basis of managing differences, and foster a favorable atmosphere for multiple rounds of head-of-state diplomacy in the period ahead.
Nevertheless, the “constructive strategic stability relationship between China and the United States” still faces an even bigger test that will determine its true substance. The Taiwan issue is the most sensitive and core issue in China-U.S. relations, representing China’s vital core national interest. This is a bottom line and red line that cannot be traded or trampled on.
On board Air Force One returning to the U.S. after his China visit, Trump laid out his latest “Four Don’ts” on Taiwan: Don’t want anyone to pursue independence; Don’t want to send troops thousands of miles to fight a war; Don’t become a backer for “Taiwan independence”; Don’t easily commit to arms sales to Taiwan.
This statement does not represent a shift from strategic ambiguity to strategic clarity. While the first three “Don’ts” can be seen as a form of strategic reassurance to China, the deliberate ambiguity on arms sales preserves the core tool of “using Taiwan issue to contain China”. In short, Trump has not abandoned the “Taiwan card” during this visit, and he still seeks to use it as a tool to constrain China. Accordingly, whether Trump approves a US$14 billion arms sale to Taiwan, which is the largest single arms deal in U.S. history, will not only test U.S. political commitments but also directly determine whether major conflict between China and the U.S. could break out in the future.
Though this visit facilitates the realization of strategic stability between China and the United States, the structural contradictions between the two sides in ideology, development models, technological competition and geopolitical strategies remain unresolved. In line with the logic of strategic defense, strategic stalemate and strategic counteroffensive, China-U.S. relations have entered the phase of strategic stalemate. Yet how long this phase will last remains uncertain. It is likely to be extremely protracted, spanning two to three decades or even longer until the two countries attain balanced strength across all fields.
China harbors no intention of challenging America’s dominant status, while the U.S. can hardly abandon its attempt to contain China. Hence, during this strategic stalemate, bilateral relations may witness intermittent frictions and truces, with neither side able to subdue the other. Both sides have to cooperate amid competition, which will become the new normal of bilateral ties.
In any case, the vision of a constructive strategic stability relationship is a bitter yet effective remedy proposed by China for China-U.S. relations and global peace. It does not cure minor ailments, but targets the entrenched fatal malady of hegemonic anxiety. This prescription requires joint adherence by both sides. China has demonstrated utmost sincerity and steadfast resolve. Now the ball is in America’s court, especially in the hands of decision-makers in Washington. Will it lay aside arrogance and embrace an equal, stable and sustainable new framework of bilateral relations, or remain trapped in the illusion of acting from a position of strength and rush headlong down the path of confrontation? It is hoped that this Beijing summit will mark a fresh starting point for bilateral ties. If both sides fully implement the constructive strategic stability relationship, reduce emotional decisions and excessive securitization tendencies, and step up pragmatic communication and tangible cooperation, it will prove a blessing for China, the United States and the entire world.
*Dr. Yang Chen
Associate Professor and Executive Director, Center for Turkish Studies, Institute of Global Studies, Shanghai University
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