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Experts warn US-China tensions rooted in structural miscalculations, not short-term policy shifts

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A panel of academics and policy analysts convened by Harici Media offered diagnoses of US-China relations that diverged in some respects but overlapped in others. The relationship was framed as a product of structural tensions, shifting global priorities, and competing civilizational outlooks rather than short-term policy choices.

Opening the discussion, the moderator noted that the webinar took place against a backdrop of intensifying global crises, including the prolonged war in Ukraine, escalating tensions involving Iran, and instability in Venezuela. These developments, he suggested, have unfolded alongside a US foreign policy that appears at once interventionist and strategically ambiguous, particularly in its approach to China.

The panel brought together Professor Radika Desai, a political economist at the University of Manitoba; Dr Christopher Mott, a Washington fellow at the Institute for Peace and Diplomacy; Nelson Wong, vice chairman of the Shanghai Center for RimPac and International Studies; and German philosopher and writer Dr Hauke Ritz.

“The United States assumed China would remain subordinate”

Desai argued that the roots of current tensions lie in long-standing structural miscalculations rather than recent political shifts.

Desai said, “The real source of the difficulty in Sino-US relations actually comes from the original assumptions under which the United States created the opening to China.”

She added that Washington initially expected Beijing to accept a subordinate role within a US-led global order. Desai said, “The United States imagined that China would very happily accept a subordinate position… in which the US could profit from China in a variety of different ways.”

That assumption, she said, collapsed as China moved up the value chain and rejected a complementary economic role limited to low-value production. Desai pointed to successive administrations, from George W Bush’s tariffs to Barack Obama’s “pivot to Asia” and Donald Trump’s trade war, as evidence of a consistent trajectory.

Desai said, “On the one hand the United States would dearly wish to subordinate China, on the other hand it is impossible to do so.”

She also described China as increasingly perceived as a stabilizing force amid what she characterized as Western-driven disruption. Desai said, “China increasingly appears as an oasis of predictability, stability.”

Turning to US domestic dynamics, she linked foreign policy volatility to internal political and economic pressures. Desai said, “There is no method in Trump’s madness… what you see are frequent changes of direction and policy.”

She argued that US leaders face structural constraints that prevent them from fulfilling electoral promises, contributing to erratic policymaking. Desai said, “The internal crisis of the United States has reached a very critical point.”

“They can’t quit the Middle East”

Mott broadly agreed with Desai’s assessment but focused on strategic incoherence within US foreign policy.

Mott said, “I agree with everything that Professor Desai said… that’s a very good summary of where we are right now.”

He traced Washington’s earlier goal of prioritizing competition with China through a “pivot to Asia,” while noting that successive administrations have repeatedly been drawn back into Middle Eastern conflicts.

Mott said, “Every single subsequent president gets dragged back to the Middle East… they can’t quit the Middle East.”

He cited interventions in Libya and Syria, as well as continued engagement with Iran and Israel, as evidence of a persistent pattern. Mott argued that electoral promises of reduced interventionism often translate into deeper involvement once in office.

Mott said, “People promise less interventionism… and then they double down on their predecessor’s level of interventionism.”

He also pointed to the centrality of US alliances, particularly with Israel, in shaping policy. Mott said, “There is one ally that is favored in DC more than any other ally.”

While acknowledging China as a peer competitor, he suggested that US strategic focus has shifted away from direct confrontation with Beijing. Mott said, “Competition with China is deemphasized… but very much interventionist towards the Global South.”

He characterized current US strategy as an attempt to maintain declining unipolar dominance through coercive measures. Mott said, “They are attempting to shore up a fading unipolarity through a kind of hard power doctrine.”

“China wants to manage itself, the US wants to manage everyone else”

Wong offered a perspective rooted in cultural and historical differences, emphasizing China’s preference for pragmatism and restraint.

Wong said, “China always wants to manage itself but the US always wants to manage everyone else’s business.”

He argued that Western narratives dominate global discourse, while China adopts a more reactive posture. Wong said, “China is extremely passive when it comes to dealing with the outside world.”

According to Wong, China’s rise has been shaped as much by external perceptions as by internal ambition. Wong said, “The confidence of China… has actually been pushed up by the outside world.”

He stressed that Beijing does not seek confrontation and prioritizes economic engagement. Wong said, “China never wants to destroy the relation with the US… it’s a big market.”

At the same time, he underscored firm red lines, particularly regarding Taiwan. Wong said, “China will never recognize Taiwan as an independent entity, never.”

He described Taiwan as a core national issue shaped by historical narratives, while reiterating that Beijing prefers peaceful reunification. Wong said, “China always wants to seek a peaceful reunification… there is no timetable.”

On economic tensions, Wong highlighted China’s preparedness for trade conflict. Wong said, “China has been prepared for this for over a decade… we have weapons and started to fight back.”

He noted that China has reduced its dependence on US exports and diversified markets. Wong said, “China’s export to the US has been reduced… from about 20% to below 8%.”

Despite tensions, Wong maintained that neither side seeks military conflict. Wong said, “We do not foresee any immediate threat of a war between the two countries.”

“Europe is at a crossroads”

Ritz framed the debate in terms of Europe’s strategic and cultural trajectory, arguing that the continent remains constrained by its alignment with the US.

Ritz said, “The ability of those leaders… to think about an independent course of Europe is limited.”

He pointed to emerging dissent within Europe, citing countries such as Hungary, Slovakia and Spain as examples of growing interest in alternative paths.

Ritz suggested that change may be driven not from Europe itself but from shifts in the Middle East. Ritz said, “The attack of the United States… has disrupted the global economy to such a large extent.”

He argued that Iran’s resistance could reshape regional dynamics and weaken US influence. Ritz said, “Iran plays in the Middle East a similar role as Russia plays in Europe.”

In his view, Europe’s dependence on the US has eroded its cultural and strategic autonomy. Ritz said, “We have lost the connection to our ancient roots… we have become multicultural societies driven by consumption.”

He called for a rediscovery of European intellectual traditions and a reorientation toward dialogue with other civilizations. Ritz said, “We have to regain this curiosity about different cultures.”

Ritz also predicted a long-term realignment involving closer ties between Europe, Russia and China. Ritz said, “The way to Moscow goes over Beijing.”

“Regionalization is inevitable”

Returning to strategic considerations, Mott argued that global geopolitics is moving toward regionalization, with alliances becoming more geographically anchored.

Mott said, “Geography has a gravity… alliances that were built generations ago do not.”

He questioned the feasibility of US-led deterrence strategies in Asia, particularly regarding Taiwan, noting the limitations of allied contributions.

Mott said, “I think it is extremely debatable… whether everyone would be on board with a kinetic defense of Taiwan.”

He suggested that countries in Asia and elsewhere will increasingly prioritize regional arrangements over global alignments. Mott said, “There will be a breakup of the assumptions of globalized diplomacy.”

“Trump seeks a ‘victory’ but lacks leverage”

Desai, returning in the final segment, argued that US policy is driven by a search for symbolic victories rather than coherent strategy.

Desai said, “This has nothing to do with controlling the Persian Gulf… this has to do with trying to produce some kind of military victory.”

She dismissed claims of US success in Venezuela and predicted failure in Iran. Desai said, “The United States is losing in Iran… it does not have what it takes to win.”

On US-China relations, she argued that Washington lacks leverage. Desai said, “Trump did not have the upper hand even beforehand.”

She pointed to China’s control over rare earths and its willingness to resist pressure. Desai said, “China has shown that it knows how to stand up to him.”

Desai concluded that global instability reflects deeper structural shifts. Desai said, “We are looking at the consequences of the United States going out of control.”

Diplomacy

Greece’s Marinakis says paying Hormuz transit fees beats enduring Red Sea shipping crisis detour

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Evangelos Marinakis, one of Greece’s leading shipowners, has announced that he is prepared to pay up to $200,000 per transit to keep the Strait of Hormuz open to civilian maritime traffic.

Speaking to the Financial Times, Marinakis stated that paying a transit fee would be a far better option for him than having the strait closed to navigation.

As the chairman of Capital Maritime Group, which controls a fleet of 185 vessels including approximately 35 tankers, Marinakis emphasized that shipowners have been forced to use alternative routes around the Cape of Good Hope for years due to attacks launched by the Houthis in the Red Sea, a detour that has generated substantial additional costs.

The Greek shipowner indicated that paying a transit fee of $100,000 or $200,000, depending on the size of the cargo or the vessel, is far more reasonable than enduring the current logistical challenges. He added that such payments could offset all the losses experienced so far.

Following US strikes on Iran and the blockade of the Strait of Hormuz, the Tehran administration had introduced transit fees of up to $2 million for certain vessels transiting the waterway.

In May, Iran announced the establishment of a state agency tasked with managing the Strait of Hormuz. It was stated that the institution in question would provide real-time updates regarding maritime activities in the waterway.

Ebrahim Azizi, the chairman of the Iranian Parliament’s National Security and Foreign Policy Commission, had noted that only commercial vessels and countries cooperating with Iran would be able to benefit from the facilities provided under this “professional mechanism.”

US President Donald Trump has explicitly opposed the imposition of transit fees in the Strait of Hormuz. In a statement on the matter, Trump said, “We want the strait to be open. We do not want any transit fees to be charged. This is an international waterway.”

On the other hand, the draft text of a planned 60-day ceasefire extension agreement between the parties stipulates that the Strait of Hormuz will remain open without any transit fees being demanded.

According to the draft details reviewed by Axios, the US in return commits to lifting the blockade it has imposed on Iranian ports. The Iranian Ministry of Foreign Affairs, however, announced that the management of the Strait of Hormuz has been excluded from the scope of the agreement with the US, asserting that the issue will be addressed solely by littoral states.

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Pashinyan promises aid to farmers hit by Russian import restrictions

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Armenian Prime Minister Nikol Pashinyan has pledged compensation for Armenian farmers affected by restrictions on exports to Russia.

According to Sputnik Armenia, Pashinyan made the announcement during an election campaign meeting in the Gegharkunik region.

Speaking at the event, Pashinyan said the subsidies would be designed to offset losses incurred by producers.

The prime minister also acknowledged that some Armenian products had failed to meet required quality standards, adding that such companies would receive support aimed at improving product quality.

Addressing alternative markets for Armenian exports, Pashinyan said several Armenian business delegations were already engaged in negotiations abroad.

He added that Armenia had received offers for the purchase of roses as well as fresh fruits and vegetables.

Pashinyan argued that Armenia’s agricultural output was not particularly large, describing this as an advantage under current circumstances. According to the prime minister, “a respected supermarket chain in Europe” would be capable of selling the entire volume of these products on its own.

Russia’s Federal Service for Veterinary and Phytosanitary Surveillance (Rosselkhoznadzor) imposed temporary restrictions on imports of stone fruits and grapes from Armenia effective July 2.

The ban covers cherries, sour cherries, apricots, plums, peaches and nectarines, among other products.

On the same day, a temporary suspension was also introduced on certification procedures for live fish shipments from Armenia. Russian authorities had previously restricted the entry of flower products originating from Armenia into the Russian market.

In addition, Russia’s Federal Service for Surveillance on Consumer Rights Protection and Human Wellbeing (Rospotrebnadzor) halted the import of all consignments of Jermuk mineral water from Armenia.

In a statement, the agency said levels of bicarbonate, chloride and sulfate ions in the mineral water exceeded established limits and could mislead consumers regarding the product’s medicinal properties.

The Russian regulator argued that the growing number of violations stemmed from the abolition of Armenia’s Agriculture Ministry and the transfer of its responsibilities to the Economy Ministry.

Rosselkhoznadzor further stated that Armenia’s Economy Ministry was experiencing structural problems and was unable to adequately perform the supervisory functions assigned to it.

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Diplomacy

Zelenskyy urges US to grant Ukraine license to produce Patriot missiles

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Ukrainian President Volodymyr Zelenskyy said he has asked the United States to grant Ukraine a license to manufacture missiles for the Patriot air defence system.

In a post on social media platform X, Zelenskyy argued that current US production of missile defence interceptors is insufficient and could contribute to crises in different parts of the world.

“Producing 60-65 missiles a month is nothing compared with the challenges we face today. This is no secret, and Russia knows it as well,” Zelenskyy wrote. “We need to expand production. As I requested from the previous US administration, I am asking the current administration to grant Ukraine a license to produce Patriot missiles.”

Zelenskyy said US companies possess advanced technologies that are not available in Ukraine, while Kyiv could contribute its extensive battlefield experience in return.

He also argued that granting such a license would benefit not only Ukraine, but also the Middle East and any country Washington chooses to support.

Washington pledges to maintain defence support

Zelenskyy’s remarks came a day after US Defense Secretary Pete Hegseth said on May 30 that Washington would continue supporting Ukraine’s defence capabilities and ensure military shipments to Kyiv continue.

“We want them to be able to defend themselves, and we will find a way to help them do that,” Hegseth said.

Several days earlier, Yuriy Ihnat, spokesperson for the Ukrainian Air Force, warned that the country’s air defence forces were experiencing a shortage of missiles.

“Due to certain supply problems, we are practically at starvation levels when it comes to missiles today,” Ihnat said.

Concerns persist over air defence missile stocks

In April, Zelenskyy warned that Ukraine’s stockpile of air defence missiles could be exhausted at any moment.

He said that under current conditions, air defence missiles were more critical for Ukraine than the air defence systems themselves.

Highlighting what he described as a critical shortage of Patriot missiles, Zelenskyy said: “We are facing a deficit now that could hardly be worse.”

Concerns that Ukraine could face a severe shortage of US-made air defence missiles had previously been reported by Reuters.

The situation was expected to worsen as the United States and its allies depleted significant portions of their arsenals during tensions with Iran, a point Zelenskyy also underscored.

In a separate statement in January, Zelenskyy said Ukraine lacked sufficient missiles for both US- and European-made air defence systems.

The Ukrainian leader said he had been forced to personally secure every package of missiles from European countries and the United States.

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