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Democrats call for US to refocus on Europe

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The US Democratic Party’s 2024 platform mentions Europe at the start of its foreign policy section and outlines the party’s Indo-Pacific posture, after highlighting US success in rallying allies against Russia.

The final section of the 90-plus page document, ‘Strengthening American Leadership Around the World’, includes Europe as the first section heading. This is followed by the Indo-Pacific, China, the Middle East and North Africa, the Western Hemisphere and Africa. The 2020 platform had organised these regions in alphabetical order as follows: Africa, the Americas, Asia-Pacific, Europe and the Middle East.

Ivo Daalder, CEO of the Chicago Council on Global Affairs and former US ambassador to NATO under the Obama administration, told Nikkei Asia in an interview that the new platform reflects the thinking of President Joe Biden, whom he described as ‘the last Atlanticist’.

Harris’ foreign policy in the hands of ‘Atlanticists’

“If you go through all of his statements on foreign policy, he talks about alliances, and he puts it in the context of NATO first, and then in the context of everything that is being done in the Indo-Pacific,” Daalder said.

Vice President Kamala Harris, the new Democratic presidential candidate, will be advised on national security by another ‘Atlanticist’, Philip Gordon, who served in the Obama administration as assistant secretary of state for European and Eurasian affairs, Daalder said, adding that there will be a ‘conscious effort to bring the Indo-Pacific and the Atlantic together in addressing global challenges, such as strategic competition with Russia and China, and not try to play one off against the other’.

The emphasis on Europe is causing concern among some foreign policy and security analysts, who fear it will diminish interest in Asia.

Japanese uneasy about return to Europe

For example, Koichi Isobe, a retired three-star general from Japan’s Ground Self-Defence Force, argued that Harris’s foreign policy priorities were not clear.

‘From Japan’s perspective, we understand where former President Donald Trump stands on national security and China. The same is not true of Harris,’ Isobe said.

Noting that the bilateral alliance had made ‘tremendous progress’ under Biden, Isobe said the platform suggested that Harris’ Asia policy could be similar to that of the Obama administration, which floated the idea of a ‘pivot to Asia’ but failed to implement it.

The failed ‘Asia Pivot’ policy

In their recent article ‘The Lost Decade: The US Pivot to Asia and the Rise of Chinese Power’, foreign policy analysts Robert Blackwill and Richard Fontaine describe the failure of successive US administrations to stick to the ‘Asia Pivot’ strategy as one of the three biggest foreign policy blunders since the Second World War, along with the escalation in Vietnam in 1965 and the invasion of Iraq in 2003.

Speaking at a Chicago Council on Global Affairs online event last month, Blackwill said that while the US has been distracted by the Middle East and other regions over the past decade, China has made ‘an astonishing rise in power and influence in the Indo-Pacific and then globally’.

The ‘pivot to Asia’ strategy, first outlined by then-Secretary of State Hillary Clinton in 2011, was a ‘radical’ shift, Blackwill said, adding that ‘for the first time in American history, Europe is no longer the top priority of American foreign policy’.

Reaction from Trump’s foreign policy adviser

Former Pentagon official Elbridge Colby, who is expected to play a key national security role in a possible second Trump administration, tweeted that prioritising Europe was the wrong foreign policy for America and that the US should prioritise Asia and China.

“This is asking for trouble,” Colby wrote, quoting vice-presidential candidate JD Vance as saying the US would prioritise Asia and China.

Democrats’ China policy: ‘Tough but smart’

The 2024 platform was adopted last Monday at the Democratic National Convention.

The platform is a compilation of domestic and foreign policies that could help shape Harris’ presidency if he wins the election in November.

“During President Biden’s first term, no region of the world has better demonstrated the importance of our alliances than Europe,” the foreign policy chapter says, describing NATO as ‘stronger and more united than ever’ after Sweden and Finland joined the alliance.

The chapter also notes that the transatlantic alliance will play a key role in responding to China. It states that Biden is ‘working with our European allies to manage competition with China’.

During President Biden’s first term, no region of the world has better demonstrated the importance of our alliances than Europe,” the foreign policy chapter says, describing NATO as “stronger and more united than ever” after Sweden and Finland joined.

The chapter also notes that the transatlantic alliance will play a key role in responding to China. It states that Biden is ‘working with our European allies to manage competition with China’.

The section on China describes the country as ‘America’s most important strategic competitor’ and the only global actor with the intent and capacity to fundamentally reshape the US-led international order.

Nevertheless, a Democratic presidential administration would ‘responsibly manage’ competition with the country and cooperate in areas such as the safe use of artificial intelligence. The platform states that it ‘does not seek conflict’ with China.

It refers to Biden’s ‘tough but smart’ China policy, which ‘relentlessly advances American interests and values while providing a foundation for stability in the relationship’.

On Taiwan, the foreign policy section sticks to Biden’s basic position on the island, stressing that the party will ‘ensure that there are no unilateral changes to the status quo by either side’.

Trump criticised over Iran

On Ukraine, the platform stresses that Russian President Vladimir Putin ‘miscalculated with his invasion’ and notes that the United States has brought together a coalition of nearly 50 countries to provide security assistance to Ukraine to enable it to defend itself.

The platform also presents a more nuanced approach to Iran than Trump’s ‘maximum pressure’ approach. In this context, the number of sanctions has increased from 370 under the Obama administration to more than 1,500 under the Trump presidency.

While stressing the need to confront and ‘deter’ Iran and prevent it and its ‘terrorist proxies from threatening regional security’, he criticised Trump’s move to withdraw from the Iran nuclear deal in 2018 as ‘reckless and short-sighted’ and a ‘costly mistake’.

This was in line with Gordon’s long-standing views on the region. In his 2007 book Winning the Just War: The Path to Security for America and the World, Gordon wrote that both containing and engaging Iran was the right way forward.

Gordon urged the United States to build a ‘serious relationship’ with Iran in a way that respected its ‘legitimate interests’.

AMERICA

Biden plans to write off Ukraine’s $4.6bn debt ahead of Trump

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President Joe Biden’s administration has officially notified Congress of its intention to forgive Ukraine’s $4.65 billion debt, a move tied to ongoing efforts to support the country amid its conflict with Russia.

This debt represents half of the $9 billion provided to Kyiv as part of the $61 billion aid package approved by Washington in April. Unlike other forms of assistance, this funding was issued as conditionally repayable loans, with provisions allowing the United States President to cancel up to 50% of the debt if deemed necessary.

In a statement, the U.S. State Department explained that the debt cancellation is intended to “help Ukraine win” and serves the national interests of the U.S., the EU, G7+, and NATO.”

According to Bloomberg, President Biden is determined to maximize aid to Ukraine before President-elect Donald Trump assumes office. However, the decision to write off the debt has drawn sharp criticism from Republicans.

Republican Senator Rand Paul argued that the Biden administration’s decision places undue financial burden on the American public. He pledged to demand a vote in the Senate to challenge the proposal.

Despite this, Bloomberg notes that any effort to overturn the debt cancellation would require approval from both houses of Congress, a scenario that appears unlikely given the Democratic majority in the Senate. Furthermore, President Biden holds veto power, making reversal of the decision even more challenging.

Earlier, U.S. Secretary of State Antony Blinken announced plans to exhaust all remaining aid approved by Congress before President Trump’s inauguration on January 20.

National Security Advisor Jake Sullivan emphasized that one of the administration’s key goals is to position Ukraine as strongly as possible—both militarily and at the negotiating table.

Pentagon officials reported that $9.3 billion in military aid is currently in the pipeline. Pentagon spokeswoman Sabrina Singh confirmed plans for weekly arms deliveries to Kyiv, with the aim of expediting aid distribution before the presidential transition.

On November 20, the Pentagon unveiled an additional $275 million military aid package for Ukraine, further underscoring the administration’s commitment to strengthening Ukraine’s defense capabilities.

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AMERICA

Donald Trump taps Howard Lutnick to lead Commerce Department

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Donald Trump has announced his intention to nominate Wall Street investor and campaign donor Howard Lutnick as the new head of the U.S. Department of Commerce, placing the billionaire at the forefront of implementing the sweeping tariffs promised during his presidential campaign.

Lutnick, who co-chaired Trump’s transition team, had previously been considered for the role of Treasury Secretary. He is also the CEO of Cantor Fitzgerald, a prominent investment firm.

In a statement on Tuesday, Trump declared that Lutnick would be “directly responsible” for leading the Commerce Department and overseeing the Office of the U.S. Trade Representative (USTR).

The USTR, established in 1974 to manage negotiations with U.S. trading partners, traditionally reports directly to the president. If confirmed by the Senate, the 63-year-old Lutnick will play a pivotal role in aiding U.S. businesses and executing Trump’s proposed tariffs on international trade partners.

Trump has outlined plans for a 60% tariff on imports from China and a global tariff of up to 20%, signaling a major shift in U.S. trade policy.

Lutnick, despite lacking prior government experience, has been a steadfast advocate for Trump’s economic agenda. During a New York campaign rally, Lutnick remarked, “When was America great? At the turn of the century, our economy was floundering! That was 125 years ago. We had no income tax and all we had were tariffs.”

While Lutnick has emerged as a major donor to Trump, he has also supported establishment Democrats and Republicans in the past, including Chuck Schumer and Jeb Bush. He contributed to both Hillary Clinton’s 2008 and 2016 campaigns, hosting a fundraiser for her in 2015. Lutnick maintains a personal friendship with the Clintons, noting their attendance at a Cantor Fitzgerald fundraiser in September 2022.

Lutnick has also maintained a long-standing relationship with Trump, even appearing on The Celebrity Apprentice in 2008. He disclosed to the Financial Times in October that he has donated over $10 million to Trump’s 2024 campaign and another $500,000 to the transition team, totaling approximately $75 million.

Treasury Secretary selection process still uncertain

The position of Treasury Secretary, one of the most significant roles in Trump’s administration, remains undecided. Lutnick’s name has been floated for the role, though he faces competition from hedge fund manager Scott Bessent, private equity billionaire Marc Rowan, and former Federal Reserve governor Kevin Warsh.

Marc Rowan, the CEO of Apollo Global Management, has emerged as a leading contender and is expected to meet with Trump to present his case. Rowan’s supporters cite his extensive expertise in financial markets, though competition remains fierce.

Forecasting site Polymarket currently lists Warsh as the favorite for Treasury Secretary, followed by Bessent, Rowan, and William Hagerty. If unsuccessful in his bid for Treasury Secretary, Bessent is reportedly vying for the chairmanship of the National Economic Council.

Trump names Mehmet Oz to run Medicare and Medicaid

Trump also announced on Tuesday his nomination of Dr. Mehmet Oz to lead the Centers for Medicare and Medicaid Services (CMS). Describing Oz as “one of the most talented physicians” capable of “making America healthy again,” Trump expressed confidence in Oz’s ability to reduce waste and fraud within the nation’s largest government agency.

Dr. Oz, a former heart surgeon and Columbia University professor, rose to prominence as Oprah Winfrey’s health expert before hosting his own popular talk show. However, his career has been controversial, with critics accusing him of promoting scientifically dubious theories and unproven treatments.

Oz’s political experience includes a 2022 Senate race in Pennsylvania, where he was endorsed by Trump but ultimately lost to Democrat John Fetterman.

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AMERICA

U.S. may start its plan to separate Google from Chrome

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The Department of Justice (DOJ) may move forward with plans to force the sale of Google’s Chrome web browser as part of its ongoing antitrust case against Alphabet (Google).

According to sources familiar with the case, the department intends to ask the judge—who ruled in August that Google illegally monopolized the search market—to address concerns related to artificial intelligence (AI) and the Android smartphone operating system. This information was reported by Bloomberg.

Antitrust officials, along with participating state attorneys, are expected to recommend that federal Judge Amit Mehta impose data licensing requirements on Google. These officials have indicated that Chrome, the world’s most widely used browser, is a critical gateway for many users accessing Google Search. For this reason, they are urging the judge to mandate the sale of Chrome.

Officials stated that a Chrome sale could be considered later if other settlement measures fail to foster a more competitive market. Currently, Google Chrome commands a dominant 61% share of the U.S. browser market, according to StatCounter, a web traffic analysis service.

Over the past three months, state attorneys interviewed numerous companies to prepare their recommendations. Officials noted that some recommendations are still under review, and details may evolve before submission.

While a proposal to force Google to sell its Android platform was considered, officials have since stepped back from this more aggressive option.

If Judge Mehta adopts these recommendations, the ruling could significantly reshape the online search market and influence the emerging artificial intelligence industry.

The case, originally filed during the Trump administration and continued under President Joe Biden, represents one of the most aggressive efforts to regulate a major tech company in decades. The last comparable attempt was Washington’s unsuccessful bid to break up Microsoft in the early 2000s.

Chrome plays a crucial role in Google’s advertising business by providing user data that enhances ad targeting, a primary revenue source. Additionally, Google has been leveraging Chrome to promote Gemini, its new AI bot. Gemini has the potential to evolve from a simple answer bot to a comprehensive assistant, supporting users across the web.

Bloomberg Intelligence analyst Mandeep Singh estimates that Chrome could be worth $15–20 billion if sold, considering its more than 3 billion monthly active users. However, Bob O’Donnell of TECHnalysis Research notes that Chrome’s value depends on its integration with other services, stating: “It’s not directly monetizable. It acts as a gateway to other things. Monetization would depend on how buyers link Chrome to their services.”

Google has strongly opposed the DOJ’s recommendations. Lee-Anne Mulholland, Google’s vice president of regulatory affairs, criticized the move as government overreach, arguing: “This agenda goes far beyond the legal issues in this case and will harm consumers, developers, and American technological leadership at a critical time.”

Former Google CEO Eric Schmidt echoed this sentiment in an interview with CNBC. He emphasized the value of Chrome in enhancing the Google ecosystem, stating: “Singling out these companies won’t fundamentally solve the broader issues.”

In a blog post, Google warned that under new ownership, Chrome might no longer remain free or receive the same level of investment, potentially leading to a shift in its business model.

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