Connect with us

Opinion

Valdai impressions: As the Trump years begin…

Avatar photo

Published

on

The American elections ended “as expected” with Trump’s victory. The polls were wrong again, often showing Trump and Kamala Harris neck and neck. Trump did well both in the overall vote and in the swing states. At the time of writing, the results for the House of Representatives have not been finalized. If they win a majority there too, the Republicans will have won a huge victory. In addition to the presidency, Trump will give them overwhelming majorities in both houses of Congress, state governorships and state legislatures.

What will Trump do and how will he do it?

This time I followed the American election at the annual forum of the Valdai Discussion Club in Sochi, Russia. The annual forum was attended by a group of about fifty to sixty academics, think-tankers, and experts from around the world, and about twenty to thirty experts from Russia, including, as usual, Russian Foreign Minister Sergei Lavrov (second day) and Russian President Putin (closing session on the last day). Deputy Prime Minister Novak and Kremlin Chief of Staff Oreshkin also attended the Forum, speaking at length and answering questions. As was the case last year, Putin’s introductory speech and subsequent Q&A session lasted more than four hours. He spoke with an incredibly clear content and style, without mincing words.

One of the most striking aspects of the Forum, which I attended for the second time (4-7 November), was that all participants were following the U.S. election with great interest. After Trump’s victory became clear, you could hear different comments from participants depending on which country they came from. For example, while those from Russia and other countries welcomed Trump’s arrival with the expectation that he would put an end to the policy pursued so far by the collective West in the war in Ukraine, guests from China and/or those focusing on China thought that there could be fierce winds between Washington and Beijing.

Similarly divergent views were immediately apparent among participants from Middle Eastern countries. For example, while some Middle Eastern participants were somewhat positive about the serious possibility of an American withdrawal from Syria and Iraq under Trump, Iranian participants spoke of the possibility of war between Iran and a Trump administration that is likely to fully support Israel.

On the other hand, Western participants (such as the UK and Canada) tended to see Trump’s arrival as the beginning of the end of the neo-liberal economic order. The neoliberal economic models, which have catastrophically widened the gap between rich and poor and almost eliminated the middle class, the foundation of democracies, are already being harshly criticized by the experts participating in the Valdai meetings.

First assessments

First of all, the Western participants emphasized the beginning of the end of neo-liberal economic policies. It seems that neoliberal economic policies have been rejected in their home country, America. Especially since the 1980s, neo-liberal economic policies, which the U.S. not only implemented but also imposed almost everywhere in the world, have been turned into an opportunity for their own rapid development by countries like China and Vietnam, which have implemented nationalist and planned development models, while in most developed countries, especially in the U.S., these policies have caused great rifts in societies. The consequences for us are perhaps among the worst in the world…

The main reasons for Trump’s exit were the excessive monetization of the entire U.S. system, the massive retreat from industrial production, and the fact that while the economy grew, it had no positive impact on the lives of a large part of the population. What remains to be seen is how much of what Trump says will be translated into policy and action. For example, will it be possible to force companies that have invested in industry and advanced technology in China, other Far Eastern countries, and Mexico for decades to come back and invest in the U.S.? If not, will Trump be able to impose high tariffs on goods from countries that export massive amounts of goods to the U.S., especially China, as he said during the campaign? And will he be able to maintain public support for such measures?

On the other hand, if Trump, who has promised to cut taxes, does so, how will he deal with the rapidly growing budget deficit and the national debt, which has already exceeded 35 trillion dollars and whose annual interest rate is around one trillion dollars (and will probably continue to rise)? I wonder if he will be able to seriously reduce the country’s defence spending, despite the fact that the arms companies, which are the most important part of the structure we will briefly describe as the Deep State, are engaged in a battle with him to prevent him from winning the elections? Perhaps… Maybe he even has to…

Foreign policy options

Trump has tied himself in knots over the war in Ukraine. There is no doubt that Trump, whose words ‘If I were president, I would not have allowed this war to start, if I were re-elected, I would end it with a few phone calls’ are etched in our memories, will take serious steps to end the war in our north. The opposition will be all the components of the American deep state, especially the arms companies, and the governments in Europe. If Trump, who this time seems to be more prepared for a comprehensive struggle with the Deep State, is not assassinated and consolidates his power, he can turn his statements on the Ukrainian war into policy.

The second opposition he is likely to face on the Ukraine war will be the weak governments in Europe. For the Baltic states, which would like to see Russia strategically defeated in Ukraine and then see that huge country torn to shreds, and for the European states that have turned the historical grievances of the former Eastern Europe into their own Russia policy, Trump’s election is a disaster in the truest sense of the word.

They can say to Trump: ‘Let’s continue the war in Ukraine, you can continue your arms and financial aid, we will fully support you in your China policy, and if you want, we can even go as far as recognizing Taiwan as an independent state’. However, such a policy would mean that Trump would be doing the opposite of everything he has said so far – especially on Ukraine. On the other hand, while Trump may be preparing for a trade war with China, we do not know much about his intention to start a hot war, or rather a proxy war, over Taiwan.

It goes without saying that Trump is totally opposed to wars against overseas countries, which have become a concept of hatred in the eyes of a large part of American society and which cause enormous costs. Therefore, we can say that Trump may engage in trade wars with China while focusing on stopping the war in Ukraine, but beyond that he is more likely to stay away from a proxy war that risks setting the entire world on fire.

Middle East scenarios

We know that Trump wanted to withdraw from Syria and Iraq during his first term, but the deep state elements prevented this with many maneuvers, and in the case of Syria, Ambassador James Jeffrey, who was America’s special envoy after 2019, said in a statement after Trump lost the elections that they deceived the president by pretending to withdraw from Syria. It is even possible to speak of Trump’s determination on this issue. It is even easy to say that the same determination is in question for Iraq. All this can create extremely important opportunities for Turkey, which we will discuss in our articles and Strategic Compass broadcastings in the coming weeks.

The question of Trump and Israel undoubtedly requires extensive analysis. There is no doubt that there is a lot of truth in theses such as that he will be strongly pro-Israel, that he will march on Iran or that he will unleash Israel on Iran. On the other hand, it may be misleading to expect that Trump, who has consistently stated that he will not start a new war in the Middle East, will give Israel or Netanyahu, whom he does not like very much, a blank cheque.

This is because we know that he unilaterally withdrew from the nuclear agreement with Iran, which had been reached in the previous period, in order to please the Israeli lobby, whose help and support he needed in his fight against the deep state, especially in his first term, and that he has made the agreement obsolete and turned to a policy of maximum pressure against Iran. However, all this does not mean that he will now start a war with Iran, especially in a multipolar world order… Since the probability of America and/or Israel winning a war with Iran is low and Iran will not be an easy target, we can assume that Trump’s support for Israel will be subject to certain limitations. All this shows that we are/will be at the beginning of a very extraordinary period.

Opinion

The U.S. pressure on Iran: Bow drawn but not yet fully pulled

Avatar photo

Published

on

On April 9, U.S. President Donald Trump announced to the media at the White House that he had set a final deadline for Iran to reach a new nuclear deal with the U.S. If Iran does not abandon its nuclear weapons program, the U.S. will “definitely” take military action, and Israel will be deeply involved and become a “leader” in this. Clearly, “Trump 2.0” has added more military threat to Iran, but overall, this pressure resembles drawing a bow without fully pulling it—extreme pressure that may reignite the “Pompeo 12 Conditions” set seven years ago.

Trump met with visiting Israeli Prime Minister Netanyahu, after which the U.S. announced it was holding direct negotiations with Iran. Iran’s Foreign Minister Araghchi confirmed on April 8 that indirect high-level talks would take place on April 12 in Oman, but denied any direct talks as claimed by the U.S.

Analysts believe the summit focused not only on bilateral trade tariffs and the Gaza situation, but also on coordinating a unified stance on the Iranian nuclear crisis. Based on Trump’s statements, Israel is expected to strike Iran if it crosses the nuclear threshold—i.e., acquires actual nuclear weapons—by targeting its nuclear facilities. The U.S. seems to want to keep military action as “Plan B,” exerting heavy pressure through negotiations first and resorting to military means only if talks fail, possibly in coordination with Israel.

Iran, long accustomed to U.S.-Israeli military threats, seems unfazed by this war intimidation. Iranian President Pezeshkian reiterated that Iran “does not seek nuclear weapons,” emphasizing the country’s long-term need for nuclear science and energy. On April 10, Ali Shamkhani, an advisor to Iran’s Supreme Leader Khamenei, stated on platform X that if external threats persist, Iran may suspend cooperation with the IAEA, expel inspectors, and consider relocating enriched materials to secure domestic sites.

Less than 100 days into “Trump 2.0,” the administration is in full attack mode, waging economic war on all trade partners in the name of “Make America Great Again.” While global attention is focused on avoiding U.S. economic coercion and “public robbery,” geopolitical conflicts are momentarily overshadowed.

From a geopolitical standpoint, Trump’s return focuses on two major battlefields: the Russia-Ukraine war and the Middle East, with the latter’s key goal being the subjugation of Iran—a goal unfulfilled in his first term. Thus, the new U.S. Iran policy under Trump centers on threats and coercion, supplemented by engagement and negotiation, with gradually increasing pressure and strategic encirclement, avoiding military action unless absolutely necessary.

Currently, the Trump administration is “riding the momentum,” fully cooperating with Israel to weaken and dismantle the “Axis of Resistance.” Following actions against Syria, Hamas, Hezbollah, and resistance forces in Iraq, efforts now focus on resolving the Gaza issue, with military strikes targeting Yemen’s Houthis, while maintaining pressure on Iran to achieve “Middle East peace under Trump”: expanding Arab-Israeli normalization and isolating Iran—the region’s long-standing anti-U.S. and anti-Israel force.

For some time, the Trump administration has unconditionally supported Israel, using transactional strategies like promoting “clearing Gaza” or “taking over Gaza” to pressure Arab states into aiding Israel. It aims to usher in a “post-Hamas era” and reshape the political and geopolitical ecology of the Israeli-Palestinian conflict. At the same time, it strikes Yemen’s Houthis under the pretense of protecting Red Sea routes and portrays Iran not just as a partner but as the master of the Houthis, seeking justification for continued suppression of Iran.

Regarding the Iranian nuclear issue, Trump is displaying a more aggressive war stance than during his first term, publicly declaring “if talks fail, we will strike,” openly supporting Israel in bringing war to the Persian Gulf. The U.S., in collaboration with Israel, is exerting high pressure on Iran, and clearly enjoys three advantages:

First, Iran has suffered major setbacks in over a year of the “Sixth Middle East War,” and its bottom line of avoiding full-scale war has been thoroughly exposed. The “Axis of Resistance” is also scattered and fragmented.

Second, U.S.-Russia relations have drastically reversed. After suffering a strategic diplomatic failure in the Middle East, Russia is now focusing on dividing up Ukraine’s land and mineral resources with the U.S.

Third, although Russia and Iran still maintain good relations, Russia has openly stated that it has no intention of intervening if Iran is attacked.

When Trump first took office in 2017, after half a year of observation and bargaining, he announced the U.S. withdrawal from the Iran nuclear deal. At that time, I wrote that Trump didn’t withdraw just for the sake of it. Unlike other withdrawal actions rooted in isolationism, America-first ideology, and anti-globalization/multilateralism, Trump’s move was strategic — “retreating in order to advance.” By dismantling the nuclear agreement, he aimed to start anew or add terms, in an attempt to solve the broader Middle East issue in one go and serve America’s core interests and Middle East policy.

On May 21, 2018, the U.S. State Department proposed a complete “Plan B,” not only to eliminate Iran’s nuclear threat but also to bury Iran’s painstaking geopolitical achievements in the Middle East and reshape regional dynamics and U.S.-Iran/Israel-Iran relations. This plan was essentially a replica of the U.S. strategy toward North Korea — a typical “carrot and stick” approach. However, compared to U.S. demands on North Korea, this plan was stricter, more comprehensive, and far-reaching — aiming to resolve historical and current contradictions in the Middle East and return the region to a relatively balanced framework.

Therefore, Trump’s renewed focus on Iran’s nuclear issue is merely a rehash of old issues, and hasn’t yet reached the high-pressure levels or demands of seven years ago. At that time, the U.S. policy toward Iran was a well-prepared, strategic combination — probably now forgotten by many — known as the “Pompeo 12 Conditions.” It is thus worthwhile to revisit this list in evaluating today’s Trump-style Iran policy.

Pompeo’ 12 Conditions

 In his speech at the Heritage Foundation, Pompeo emphasized that Iran must meet 12 demands in exchange for the lifting of all U.S. sanctions and a full restoration of bilateral relations. Otherwise, Iran would face “the most severe sanctions in history.” These 12 conditions fall into categories, urging Iran to completely abandon nuclear weapons and ballistic missiles, release detained individuals, stop supporting terrorism, and halt interference in the internal affairs and security of regional countries.

The four demands related to nuclear weapons and ballistic missiles were:

-Iran must declare all military nuclear activities to the IAEA and permanently and verifiably abandon them.

-Cease all uranium enrichment, never pursue plutonium reprocessing, and shut down heavy water reactors.

-Allow unconditional IAEA inspections at any site.

-End the development and launch of ballistic missiles, and halt development of nuclear-capable missile systems.

Even from a nuclear non-proliferation standpoint, these conditions go far beyond those in the Iran nuclear deal and aim to completely strip Iran of its ability to acquire nuclear weapons or deliver them via long-range missiles.

The Remaining Eight of the “Pompeo 12 Conditions” and Their Implications

Three of the conditions relate to non-state actors. They require Iran to:

-Immediately cease support for so-called “terrorist organizations” in the Middle East, including Hezbollah, Hamas, and Islamic Jihad;

-Stop supporting “terrorist forces” such as the Taliban in Afghanistan and surrounding areas, and cease sheltering senior al-Qaeda leaders;

-End the Islamic Revolutionary Guard Corps (especially the Quds Force)’s support for “terrorists” and “armed groups” around the world.

The U.S. believes Iran is the patron or ally of various extremist organizations in the Middle East, especially a stumbling block and root cause preventing Palestinian and Arab concessions to Israel. It sees Iran as a troublemaker hindering peace in the region. Thus, resolving the Middle East issue thoroughly must start with Iran.

Four conditions relate to Iran’s relations with regional states:

-Respect Iraq’s sovereignty, allow Iranian-backed Shia militias to disarm, demobilize, and reintegrate into society;

-End military support for Yemen’s Houthi rebels and work toward a political solution for the Yemen conflict;

-Withdraw all Iranian military forces from Syria;

-Cease threats to destroy Israel, missile launches at Saudi Arabia and the UAE, threats to international shipping, and cyberattacks.

Additionally, the U.S. demanded Iran release all “detained” American citizens and those of its allies and partners.

These eight conditions, unrelated to nuclear weapons or missile programs, go far beyond nuclear issues. They show the U.S.’s intent to comprehensively constrain and curb Iran’s military and diplomatic activities in the Middle East and globally. This is a strategic countermeasure against Iran’s regional expansion, which threatens U.S. allies like Israel and Gulf states and intensifies sectarian and ethnic conflicts. It aims to pressure Iran to halt foreign influence and give up the gains it made during its expansion.

As a “reward” for complying with these 12 conditions, the U.S. promised to sign a new nuclear agreement with Iran if it made real, visible, and sustainable changes. It would also lift all sanctions, gradually restore diplomatic and economic ties, allow Iran access to advanced technologies, and support its economic modernization and integration into the global economy.

Clearly, this is the Trump administration’s new Iran strategy—a roadmap to comprehensively resolve the U.S.-Iran and Iran-Israel hostilities and reshape the geopolitical landscape. It includes both the “spiked club” of pressure and the tempting “carrot” of incentives. The aim is to downgrade Iran from a “regional superpower” back to a normal state, as it was before the Islamic Revolution, to eliminate all of the U.S. and its allies’ security concerns.

Iran completely rejected the “Pompeo 12 Conditions,” seeing them as an ultimatum demanding total surrender. To accept them would mean abandoning the grand vision and sacrifices of the Islamic Revolution and returning to a submissive, ordinary state. The Trump administration followed up with more sanctions. But Iran endured until Biden took office—and now again under Trump’s return.

From “Trump 1.0” to “Trump 2.0,” eight years have passed. The nuclear deal hasn’t been revived, and the nuclear crisis hasn’t escalated into war. But the current geopolitical and security landscape is clearly more unfavorable to Iran: it suffered military defeat in the Eastern Mediterranean, lost the strategic western flank of the “Shia Crescent” due to Hezbollah’s defeat and the fall of the Damascus regime.

In Israel’s large-scale raid in October 2024, it successfully opened an aerial corridor from the Mediterranean to the Persian Gulf, launched warning strikes deep into Iranian territory, and exposed Iran’s weak bottom line of lacking will to retaliate symmetrically. Now, as “Trump 2.0” begins, Iraq—the key node of the “Shia Crescent”—faces diplomatic pressure to break away from Iran and rejoin the Arab world. Overall, Iran’s geopolitical environment is deteriorating, while U.S.-Israeli control of Eastern Mediterranean airspace increases the risk of military escalation. The pressure Iran faces now exceeds that of “Trump 1.0.”

Although Pompeo is no longer on the “Trump 1.0 chariot,” the “Pompeo 12 Conditions” reflect the core thinking of Trump’s national security team regarding the Middle East and remain the foundation of U.S. policy toward Iran. Far from being discarded, these conditions may be gradually revived under “Trump 2.0,” tightening the strategic bowstring to pressure Iran toward compromise.

Prof. Ma is the Dean of the Institute of Mediterranean Studies (ISMR) at Zhejiang International Studies University in Hangzhou. He specializes in international politics, particularly Islam and Middle Eastern affairs. He previously worked as a senior Xinhua correspondent in Kuwait, Palestine, and Iraq.

Continue Reading

Opinion

Iran-US negotiations: What does the Muscat meeting signify?

Avatar photo

Published

on

Following a protracted period of fluctuating relations, negotiations between Iran and the United States commenced on April 12 in Muscat, Oman. While not the first instance of dialogue between Tehran and Washington, the current geopolitical landscape imbues these talks with exceptional significance, as the fate of the Middle East hinges considerably on their outcome. Consequently, the character of these negotiations differs markedly from previous encounters.

Tehran enters this round of negotiations amidst a challenging environment: the legacy of former President Trump’s maximum economic pressure campaign persists, coupled with rhetoric hinting at potential military action against Iran. Israel’s ongoing military operations in Gaza, widely criticized and labeled by some as genocide, continue as it projects an image of success; Hezbollah appears constrained within Lebanon’s internal political dynamics; the political landscape in Damascus has shifted, potentially affecting the established support lines Iran previously relied upon for Hezbollah and Palestinian resistance groups opposing Israel; Iranian-aligned forces in Iraq are preoccupied with internal political strife; and Iran itself confronts a severe currency and economic crisis. Simultaneously, Israeli lobbying efforts reportedly seek to persuade influential US figures to support decisive action against Iran. From Israel’s perspective, Iran purportedly lacks the strategic capacity for a sustained, high-intensity conflict against it.

Despite this assessment, Iran maintains it is not negotiating from a position of weakness. Ali Larijani, advisor to the Leader of the Islamic Republic of Iran, stated that a military attack on Iran would mean “gambling with the lives of American soldiers”. Iran acknowledges the potential for significant damage to its strategic infrastructure from a US or Israeli attack but warns that its retaliation would inflict severe consequences on both nations.

Iran has also articulated a broader retaliatory strategy, threatening not only direct retaliation for an attack but also targeting US troops and interests throughout the Middle East, including in allied Arab nations. Such actions could destabilize key regions, including the United Arab Emirates, Saudi Arabia, Qatar, and potentially impact maritime security in the Indian Ocean. This escalation would place the already delicate security balance in several Arab states under immense strain.

Therefore, while Iran-US negotiations are not unprecedented, the current context imbues them with exceptional significance for regional security.

From Saturday talks to Saturday negotiations!

Following several hours of indirect discussions on Saturday, both delegations reported a positive atmosphere. Accounts from both sides regarding the tenor of the talks were largely consistent, with both the Iranian chief negotiator and the White House offering favorable evaluations. Abbas Araghchi, Iran’s senior negotiator, described the discussions with the United States as “constructive”, “promising”, and “mutually respectful”. Araghchi said, “I have explained Iran’s position with determination and a forward-looking approach. Both sides have decided to continue this process in a few days.”

Meanwhile, the White House described the initial indirect talks hosted by Oman as “entirely positive and constructive”. The White House emphasized that the parties agreed to resume negotiations the following Saturday.

A notable point reportedly emerging from the US side emphasized a commitment to resolving disputes through diplomacy and dialogue whenever possible.

Initial reactions from both Tehran and Washington presented a consistent and cautiously optimistic narrative. This convergence has fostered a temporary de-escalation following weeks of heightened tension and raised hopes for short-term easing of friction.

Nevertheless, the path forward remains complex and challenging. While initial signals are promising, preparedness for various outcomes is essential. The willingness to continue talks might suggest, for now, that the US is not immediately demanding Iran’s “red lines” – such as the complete dismantlement of its nuclear program or severe restrictions on its missile industry – be met as preconditions. Conversely, Iran seems prepared to offer more substantial assurances regarding the peaceful nature of its nuclear program, potentially including restoring uranium enrichment levels closer to those stipulated in the original Joint Comprehensive Plan of Action (JCPOA).

Barring unforeseen disruptions, it is plausible that future negotiations could address topics such as the easing of sanctions, the release of frozen Iranian assets, and reduced pressure on purchasers of Iranian oil.

Upcoming negotiation sessions, potentially scheduled for Saturdays, appear poised to be critical junctures for Iran and the broader Middle East, making the outcomes of these weekend discussions highly anticipated.

Risks

Despite the cautiously optimistic mood following the initial talks, significant risks loom over the negotiation process. Chief among these is potential opposition from Israel. Israel may view these talks as undermining its preferred strategy towards Iran and could take actions to disrupt the process. Potential disruptive actions could range from releasing sensitive intelligence on Iran’s nuclear or missile programs to covert operations or targeted provocations, such as assassinations of Iranian officials. Furthermore, influential pro-Israel lobbying efforts in Washington represent a significant factor, potentially shaping the perspectives of US negotiators—an avenue of influence less available to Iran.

Donald Trump’s potential influence and unpredictable nature also represent a significant variable. His political style often involves projecting strength and seeking public acclaim, sometimes employing confrontational rhetoric. This approach can include language perceived as condescending or insulting by negotiating partners. Given Iran’s sensitivity to perceived disrespect or arrogance from the US, such rhetoric could derail negotiations abruptly. Iran’s preference for indirect talks, while perhaps appearing strategically complex, may stem from deep-seated mistrust rooted in historical grievances concerning perceived US arrogance and past policy shifts. Therefore, alongside potential Israeli actions, the unpredictable nature of US politics, particularly concerning figures like Trump, poses a substantial risk to the sustainability of any diplomatic progress.

Internal Iranian politics present another layer of complexity. Significant diplomatic achievements could bolster the political standing of the current Pezeshkian administration. However, such success might also galvanize domestic political opposition. While the current administration under Pezeshkian and negotiator Araghchi may adopt a more cautious public approach compared to their predecessors (like the Rouhani administration and negotiator Jawad Zarif), the risk of internal efforts aimed at undermining the negotiations to discredit the government remains.

Mahmoud Vaezi, chief of staff to former Iranian President Hassan Rouhani, noted in a recent interview, “Strangely enough, in these 40 years, whenever we have wanted to open up with various countries, there has always been some negative event either inside or outside the country.”

This historical pattern highlights the potential for similar disruptive incidents to affect the current talks.

Continue Reading

Opinion

Trump’s “New Tariff Policy” Provokes Trade War, Hurts Himself and Others

Avatar photo

Published

on

On April 2 (EST), U.S. President Donald Trump announced a 10% “base tariff” on imports from over 180 countries and regions, effectived at midnight on April 5, with only Russia temporarily exempted. Additionally, Trump will impose personalized higher “reciprocal tariffs” on countries with the largest trade deficits with the U.S., effective from midnight on April 9. All other countries will continue under the original 10% base tariff. Trump claimed he holds the “modification authority” to raise or lower tariffs as needed. U.S. Treasury Secretary Besant also warned trade partners not to retaliate. On the same day, U.S. stock markets plummeted, with the three major indexes hitting the largest single-day drop in nearly five years, and the dollar also fell against major currencies.

If trade wars are world wars without gunpowder, then Trump has recklessly initiated an unprecedented one, pushing the U.S. into conflict with the entire world. This war concerns not only national tax revenues but also the global industrial, supply, and value chains, the rules of world trade and economic development, and even public sentiment, international relations, and the global power structure.

The Trump administration truly reflects the Republican Party’s preference for elephants, and his “new tariff policy” is like an elephant barging into the china shop of the world trade system and international relations—rampaging recklessly, ignoring friend or foe, causing massive damage, and successfully turning the U.S. into a “global enemy” and “universal nuisance” for the first time.

From an economic perspective, Trump’s tariff plan aims to force countries into new trade deals to balance trade, bring manufacturing back to the U.S., increase employment, tax revenues, and federal savings, and expand the market share of American products—all in support of “Making America Great Again.”

From a geopolitical perspective, the policy fulfills campaign promises by using economic weapons to enhance the U.S.’s bargaining position in global economics and diplomacy. Tariffs are wielded as strategic tools to coerce and weaken opponents, punish allies and partners that challenge U.S. hegemony, and suppress those with differing worldviews—all in order to maintain U.S. dominance in the international order.

Trump’s “new tariff policy” harms in three ways: harms the U.S., harms others, and harms the world.

Firstly, raising import tariffs across the board may not revive U.S. manufacturing or attract investment back home. Instead, it will raise the prices of imported goods, making American distributors and consumers pay more, especially in automobiles, electronics, and household appliances. Moreover, the policy could trigger stagflation, increase costs in agriculture and industry, weaken U.S. export competitiveness, and even lead to exclusion from global markets. Many U.S. business groups harshly criticized the policy, and more than half of public opinion polls are pessimistic. Goldman Sachs raised the probability of a U.S. recession within 12 months from 20% to 35%, in other words, Trump is, so to speak, “shooting himself in the foot.”

Secondly, imposing heavy tariffs on goods imported from various countries into the U.S. will present enormous industrial, trade, and economic challenges—and even social and political crises—for all targeted nations. The high U.S. tariffs may force many multinational companies to withdraw from traditional low-cost countries and relocate to lower-tariff regions, leading those former hosts to suffer from industrial hollowing-out, trade marginalization, financial bubbles in stock and currency markets, and economic deterioration. This could result in national bankruptcy, social unrest, regime changes, or even armed conflict. Historical experience shows that when major economies like the U.S. shift or export their crises, it can bring disaster to developing nations.

Thirdly, Trump’s “new tariff policy” creates a crushing situation, described as “where the elephant herd tramples, no grass grows,” bringing gluttonous calamity to the world. This tariff weapon not only harms over 180 U.S. trade partners, but also disrupts global pricing, trade, labor division, value, and supply systems. It undermines the global trade loop and supply-demand market that the U.S. painstakingly built post-WWII, causing an “epic-level” disaster for the global economy. The Financial Times predicted that a global trade war triggered by Trump could result in $1.4 trillion in economic losses. If countries retaliate with 25% tariffs, the resulting depression could be on par with the Great Depression of 1930.

Trump’s policy reveals a “triple loss” for the U.S. as the world’s leading power: loss of morality, loss of norms, and loss of friends.

Imposing heavy taxes reflects moral failure—selfishness and profit-seeking at the expense of others’ well-being. It’s a modern version of Louis XV’s “After me, the flood,” and a manifestation of America’s impulsive and reckless hegemony, abandoning its professed values of freedom, equality, and fraternity, as well as its evangelical “messianic mission.”

It’s also a loss of norms. As the inheritor of Western civilization, savior in two world wars, and key architect of the post-war global order, the U.S. once stood as a model. Francis Fukuyama even called the “American dream” the “end of history.” But Trump’s policy has shattered that image—applying high tariffs indiscriminately, even starting with close neighbors like Mexico and Canada, and targeting transatlantic allies and Asia-Pacific military partners. The U.S. now acts not as a leader, but as a tyrant. The Trump administration is dismantling the Western “political idol” that stood for nearly a century.

The result is also a loss of trust and allies. In pursuit of “Making America Great Again,” the U.S. is betraying even its closest friends—be it Mexico and Canada (over fentanyl and immigration), its WWII and Cold War allies in Europe, or Indo-Pacific allies like Japan and South Korea. Even new partners like Vietnam feel betrayed. No wonder European leaders now call America “Europe’s enemy” and see “de-risking” as aimed at the U.S.; no wonder Japan’s former PM Ishiba Shigeru bitterly laments his “extreme disappointment and regret”; no wonder Vietnam feels Trump’s “charm diplomacy” has hit the rocks.

In the end, those who once admired, trusted, and followed America are now disillusioned. The U.S. has become isolated.

As Mao Zedong once said, “The first question of revolution is to distinguish friends from enemies.” In today’s global trade system, it’s clear: the U.S. has made itself the enemy of the world. Applied to today’s international relations, global economic and trade systems, and the game of global circulation, all parties would likely have to acknowledge that in the process of maintaining normal and equitable international relations and ensuring smooth, stable international trade and economic operations, the United States has already positioned itself against the entire world—becoming a “global enemy .” At least when measured by the dimension of tariff wars, America’s comprehensive hostility and antagonism toward all nations, regardless of their social systems, political structures, ideologies, or values, has reached an absurd extreme. It now operates under a doctrine of “tariffs first, money above all, America supreme.” On April 2, Trump called it “Liberation Day,” but in truth, it marks America’s turn toward new conservatism, abandonment of globalization, and potential end as a global economic leader. It is a day of disaster for the world economy—and a day of declaration for global partners preparing to resist America’s trade hegemony.

Prof. Ma is the Dean of the Institute of Mediterranean Studies (ISMR) at Zhejiang International Studies University in Hangzhou. He specializes in international politics, particularly Islam and Middle Eastern affairs. He previously worked as a senior Xinhua correspondent in Kuwait, Palestine, and Iraq.

Continue Reading

MOST READ

Turkey