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Trump’s Foreign-Policy Shifts
Trump Hosts Central Asian Nations to Ink Critical Minerals Deals
U.S. President Donald Trump prepared to host the leaders of five Central Asian nations at the White House on Thursday as part of Washington’s ongoing bid to bolster its sway in the mineral-rich region. But for the so-called C5—consisting of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan—Thursday’s talks are about maintaining a delicate balance between seeking U.S. investments and not angering Russia and China, which have long dominated influence in the region.
Thursday’s meeting will address bilateral cooperation across a host of sectors, including energy logistics, infrastructure investments, technology transfers, educational exchanges, and water-resource management. At the top of the agenda, though, will be negotiations over critical minerals. China’s restrictions on rare-earth exports, some of which were paused during negotiations with the United States last week, as well as Beijing’s overwhelming monopoly on processing the vital minerals have driven Washington to seek alternative places to both procure the raw materials and process them.
Cue Central Asia, which has a wealth of oil, gas, and energy reserves and is also looking to diversify its economic and security partnerships away from Russia and China, particularly after Moscow’s full-scale invasion of Ukraine in 2022 left the former Soviet states concerned for their own safety.
Still, though, competition over Central Asia remains fierce. In June, Chinese President Xi Jinping attended C5 talks in Kazakhstan to boost Central Asian involvement in Beijing’s Belt and Road Initiative. And last month, Russian President Vladimir Putin joined a C5 summit in Tajikistan to strengthen military cooperation.
Read more in today’s World Brief: Trump Seeks to Counter Russia, China in Their Own Backyard.
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Toppling Maduro Without Boots on the Ground
After the latest announcement of the USS Gerald R. Ford aircraft carrier steaming toward the Caribbean theater, the U.S. Navy now counts around 10 percent of its total deployed assets in the Southern Command area of responsibility, which spans Central America, South America, and the Caribbean. In recent weeks, the deployment has been supported by flights of B-52s and B-1s departing from air bases in the continental United States. These aircraft have engaged in simulated bombing runs, flying within 20 miles of Venezuela. In late October, several major news outlets reported that U.S. President Donald Trump had reviewed a target list and that missile strikes could be “imminent” in Venezuela.
The impending arrival of the USS Gerald R. Ford carrier strike group, led by the most advanced aircraft carrier in the United States’ arsenal, could represent a “crossing the Rubicon” moment. If the Ford were to participate in an air campaign against targets inside Venezuela, then it would not be able to loiter in the Caribbean forever. Competition for the Ford’s presence from other regional combatant commands will be strong.
Following more than a dozen strikes against suspected drug-laden vessels, the United States has likely shut down known drug trafficking routes in the southern Caribbean—at least in the short term. Trump has vowed to take the campaign to the next phase, which could involve strikes against land-based targets in Venezuela.
“We are certainly looking at land now, because we’ve got the sea very well under control,” Trump said in mid-October. What began as a counternarcotics mission, demonstrating a paradigm shift in dealing with cartels that have been newly designated as foreign terrorist organizations, may expand to encompass a campaign against the regime of Venezuelan dictator Nicolás Maduro.
Democrats Win Big in U.S. State and Local Elections on Anti-Trump Platform
Several high-profile state and local elections on Tuesday marked the first major litmus test of U.S. President Donald Trump’s second term—and Democrats won big. From gubernatorial races to mayoral elections, Democrats swept their Republican opponents by campaigning on an anti-Trump platform.
The results were stark. In the first round of elections since Trump took office in January, Democrats won nearly all seats up for grabs. Most notably, Democratic socialist Zohran Mamdani swept the New York City mayoral vote, becoming the Big Apple’s first Muslim mayor. His win delivers a major setback for Trump, who personally endorsed Mamdani’s main rival, independent candidate Andrew Cuomo, and had threatened to cut off federal funding to New York City if Mamdani won.
Among Democrats’ other major wins, Mikie Sherrill was elected governor of New Jersey, Abigail Spanberger won the race for governor of Virginia, and Pennsylvania voted to retain three liberal state Supreme Court justices. Even races further down the ballot turned blue. In Virginia, 13 seats in the state House of Delegates flipped in favor of Democrats, while Democratic candidates Ghazala Hashmi and Jay Jones were elected lieutenant governor and attorney general, respectively. Atlanta, Cincinnati, Detroit, and Pittsburgh all elected Democratic mayors. And Democrats ousted two Republicans in a statewide election for the Georgia Public Service Commission.
To cap things off, Californians also voted on Tuesday to approve Proposition 50, which will allow the Democratic-controlled state legislature to redistrict its congressional map for the 2026 midterm election.
Trump, however, attributed the GOP’s poor showing on two things: himself not being on the ballot and the U.S. government shutdown, calling the latter a “big factor, negative.”
Read more in today’s World Brief: Sweeping Democratic Wins Serve as a Referendum on Trump 2.0.
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Initial Supreme Court Arguments on Tariffs Case Offer Some Hints
The U.S. Supreme Court on Wednesday heard oral arguments in what is at once a wildly abstruse case, as most cases that reach the highest court usually are, but which boiled down to some pretty basic and seemingly important issues: Does the president have absolutely unfettered powers to mess with the entirety of the U.S. economy and a few dozen trillion dollars’ worth of international trade? The consolidated cases at issue challenge U.S. President Donald Trump’s sweeping global tariffs after he declared a national emergency.
The oral arguments featured plenty of deeply enjoyable and not at all impenetrable back-and-forth among the nine justices; U.S. Solicitor General D. John Sauer; Neal Katyal, the lead lawyer for the corporate plaintiffs; and the Oregon state solicitor general, Benjamin Gutman.
The first (layman’s) takeaways: One issue that was not deeply interrogated, and surprisingly so, was whether the five-decade existence of U.S. trade imbalances with some countries, and with all of them overall, constitutes the kind of supposed national emergency that triggered Trump’s novel use of the International Emergency Economic Powers Act (IEEPA) to raise taxes on Americans unilaterally.
The second noteworthy element was that the court, which in recent years has been steadfast in drawing the line on letting presidents unilaterally make major changes to the balance of powers among and between the branches of the U.S. government, seemed largely unconcerned with that possibility in this case. Several conservative justices took umbrage with Katyal’s argument that giving Trump unchecked power to tax Americans and disrupt the global economy was a “question of major doctrine”—that is, a statutory interpretation so politically or economically significant that the executive branch can’t make it without explicit congressional authorization—even though those same justices considered Biden-era rules on student loans and evictions during the COVID-19 pandemic to be wild executive overreach.
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In Hurricane Melissa’s Wake, Trump’s Foreign Aid Cuts Face Critical Moment
How the United States responds to the devastation that Hurricane Melissa wreaked last week across the Caribbean, particularly in Jamaica, is shaping up to be a key test of the Trump administration’s ability to still provide essential international disaster relief after this year’s controversial dismantlement of the country’s humanitarian response infrastructure.
Hurricane Melissa was a Category 5 storm—and one of the most powerful hurricanes ever recorded in the Atlantic Ocean—when it hit Jamaica on Oct. 28 and a Category 4 when it moved on to Cuba. Melissa’s death toll is slowly ticking up as rescue crews work to reach rural and less accessible areas in the Caribbean. As of Nov. 1, there have been 28 fatalities in Jamaica and at least 30 in Haiti.
“Nothing could prepare you for the level of devastation that we’ve seen—whole communities inundated, churches destroyed completely, people on the streets, power lines down. It’s really shocking, and it’s really only the beginning,” said Brian Bogart, the World Food Program’s Caribbean country director, in a video post shared from Black River, a coastal town in Jamaica.
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With Military Buildup Against Venezuela, the U.S. Eyes Cuba as Well
With 10 naval vessels and 10,000 troops already deployed to the Caribbean—the largest military buildup there since the 1962 Cuban missile crisis—and a carrier strike group led by the USS Gerald R. Ford taking up position, some sort of military attack on Venezuela appears imminent. U.S. President Donald Trump’s rationale for this aggressive military action is that Venezuela is a hub of drug trafficking and that supplying drugs to U.S. consumers is the equivalent of an armed attack on the United States, justifying a military response.
But the real aim is to overthrow Venezuelan President Nicolás Maduro’s government and then, by cutting off the flow of Venezuelan oil to Cuba, fulfill the Republican right’s decades-long dream of collapsing the Cuban government. It’s a strategy that John Bolton, national security advisor in the first Trump administration, tried without success in 2019, but Secretary of State and National Security Advisor Marco Rubio now intends to try again. It’s unlikely to work this time, either, though the cost of a military conflict will be higher for U.S. regional interests and much higher for Venezuelans.
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What the U.S. Supreme Court Tariffs Case Is Really About
On Wednesday, the U.S. Supreme Court will hear oral arguments on whether some, though not all, of President Donald Trump’s tariffs are legal, including some of the ones on Canada; China; Mexico; and, actually, the entire rest of the world.
At issue is the president’s ability to set rates for import duties (taxes, for the layman) under an entirely novel reading of Carter administration-era legislation meant to address sudden national emergencies: the International Emergency Economic Powers Act (IEEPA).
But at heart is something bigger, which is the question of whether the U.S. Constitution, which grants exclusive power over both taxation and foreign commerce to Congress, still matters, or whether the executive branch can set tax rates without recourse to the will of the people or oversight whatsoever.
The reason the case is at the Supreme Court is because a pair of lower courts found the Trump tariffs illegal, and the administration appealed.
What’s really interesting about the case is that nobody knows whether, when the decision comes down (probably early next year), it will be 9-0 for the administration or 9-0 against, or something in between.
The reason that the case is tricky—and attracting so much interest this week—is because Congress has spent decades delegating trade authority to the executive branch. And courts in the past, including the Supreme Court, have allowed some tariffs in some circumstances (such as during the Nixon administration years) under legislation similar to the one in dispute now. So perhaps there is a sweet spot for just how much taxation authority, and for how long, the executive branch can arrogate. Or not.
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Why Russell Vought Is One of the Most Powerful People in Washington
Russell Vought is one of the most powerful people in Washington. The director of the Office of Management and Budget (OMB), also a leading architect of Project 2025, is running roughshod over federal workers, federal spending, and federal regulations. Quietly, methodically, and brutally, Vought is manifesting the mission that Steve Bannon called for years ago: destruction of the administrative state.
In contrast to Tesla titan Elon Musk, who acted as a wrecking ball when he served as the head of the Department of Government Efficiency, Vought is much more deliberate in the way that he uses existing government processes to his advantage. He has been exploiting ambiguities, vulnerabilities, and loopholes in federal processes and administrative rules to tear down the government that President Donald Trump heads.
Vought’s power did not come out of nowhere. In an insightful profile for The New Yorker, Andy Kroll explained that Vought is powerful simply by the fact he controls the OMB: “What it lacks in cachet, however, it makes up for in the vast influence it wields across the government.”
But how did this “little known” office become such a political behemoth? What made this agency filled with number-crunchers such an awesome force?
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Will Trump’s Critical Minerals Blitz Pay Off?
As China flexes its rare-earth muscle in trade talks, U.S. President Donald Trump has been waging an all-out effort to ramp up domestic critical mineral production and secure new partnerships abroad.
That campaign has kicked into high gear in recent weeks as the Trump administration has chased minerals in its diplomacy in the Asia-Pacific, striking a raft of deals in just this past month with Australia, Malaysia, Thailand, and Japan. At home, the U.S. leader has also embraced a more unorthodox—and hands-on—approach to resuscitating a domestic mining industry as his administration increasingly takes equity stakes in private companies.
“The acceleration of efforts to counter China has been at breakneck speed,” said Gracelin Baskaran, director of the Critical Minerals Security Program at the Center for Strategic and International Studies, a Washington, D.C.-based think tank.
Few issues have imbued the second Trump administration’s agenda quite like critical minerals—a group of around 50 mineral commodities that the U.S. Geological Survey has deemed critical to U.S. national and economic security. Among those commodities are the not-so-rare rare earths, which are 17 metallic elements that underpin everything from F-35 fighter jets to wind turbines.
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Trump Plays Offense in China’s Backyard
For decades, the United States’ relationship with Cambodia has been among the most fraught across Southeast Asia, a region where the U.S.-China great power rivalry is fast intensifying. In the past, Washington and Phnom Penh have vigorously sparred over issues like democracy and human rights as well as concerns about Cambodia’s strengthening Chinese ties. Under U.S. President Donald Trump’s second administration, however, this is shifting—perhaps rapidly and much to Washington’s strategic benefit and Beijing’s strategic detriment. Indeed, recent developments with regard to Cambodia suggest that the United States may have finally found a way to play offense in China’s backyard.
While attending the annual Association of Southeast Asian Nations (ASEAN) summit in Malaysia last week, Trump signed a new agreement with Cambodia (along with Malaysia and Thailand) to secure critical minerals and gradually reduce reciprocal tariffs on select Cambodian exports to the United States. He further presided over an ASEAN ceremony to mark a ceasefire (which Trump mislabeled as a “peace deal”) between Cambodia and its neighbor, Thailand. For the phone call Trump made to both sides on July 26 to push them to deescalate their conflict, Cambodian Prime Minister Hun Manet nominated him for the Nobel Peace Prize in August, lauding Trump for his “extraordinary statesmanship” that Hun argued was “vital in preventing a great loss of lives and paved the way towards the restoration of peace.” The question of merit aside, the nomination was a smart piece of Cambodian diplomacy given Trump’s obsession with the peace prize.
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What Trump and Xi Did—and Didn’t—Agree to
U.S. President Donald Trump and Chinese President Xi Jinping used their first meeting since Trump returned to office to agree to a temporary truce on their trade tensions, stopping short of a full agreement but dialing back some of their harshest mutual countermeasures. It leaves the U.S.-China trade relationship only slightly worse than it was one year ago but less contentious than it could be.
Most of the details on the talks came from Trump, who spoke to reporters on Air Force One en route back to Washington and published a lengthy Truth Social post touting breakthroughs on soybeans, energy, rare earths, and fentanyl. Beijing’s readout was more circumspect, simply saying that the two leaders had an “in-depth exchange of views on important economic and trade issues, and reached consensus on solving various issues” and that the two sides “should work out and finalize the follow-up steps as soon as possible.” China’s Ministry of Commerce, however, confirmed some details that Trump laid out.
The two sides agreed to a one-year pause on further trade hostilities, leaving open the possibility of revisitation or renegotiation.
Here’s what we know about what was—and was not—agreed to.
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Trump’s Vagueness Over Nuclear Testing Could Fuel an Arms Race
U.S. President Donald Trump’s recent social media post—in which he said he had “instructed the Department of War to start testing our Nuclear Weapons on an equal basis” with Russia and China—demands immediate, sober clarification from the White House. Multiple outlets have now reported the news, but the single most dangerous element is not the post itself. It is its ambiguity.
History shows that ambiguity about nuclear intent is destabilizing. A phrase such as “resume nuclear testing” can be interpreted in different ways: a political flourish to show resolve; an order to increase testing of nuclear-capable delivery systems; an instruction to expand simulations and subcritical experiments; or, worst of all, authorization of explosive nuclear warhead detonations.
The first three are serious policy choices that merit debate. The last would mark an epochal reversal of U.S. policy and international norms. Journalists, diplomats, and lawmakers should treat this distinction as urgent and material, not rhetorical. This episode also comes as the last remaining U.S.-Russia arms control treaty, New START, is less than 100 days from expiration, with no successor agreement in sight—further heightening the risks of drift without guardrails.
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Milei’s Midterm Miracle
On Sunday, Argentine President Javier Milei’s far-right political movement achieved a strong showing in the country’s midterm elections. His La Libertad Avanza (LLA) party secured nearly 41 percent of the national vote, a plurality. Roughly half of the lower house and one-third of the Senate were up for grabs. The LLA gained seats in both chambers, increasing its share of deputies from 37 to 101 and senators from six to 20.
The LLA still lacks a congressional majority. But its increased influence will boost Milei’s libertarian agenda and pro-market reforms, which have involved drastic public spending cuts and sowed division across Argentine society since he took office nearly two years ago.
While Milei’s signature austerity measures have succeeded in lowering the country’s runaway inflation—the annual inflation rate dipped to 31.8 percent last month, down from more than 200 percent a year prior—they have also gutted social services, alienating many of the working and middle-class voters who helped propel Milei’s outsider candidacy to power.
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U.S. Government Shutdown Sorely Tests National Security State
Nearly one month into the U.S. federal government shutdown, foreign-policy and national security needs are being increasingly strained in subtle and not-so-subtle ways.
So far, the White House, State Department, Defense Department, and other agencies have mostly minimized the negative impacts to U.S. defense and diplomacy operations. All active-duty military personnel are still required to report for duty, and many civilian workers with national security-related jobs are working without pay during the shutdown.
But with another scheduled military payday coming up on Oct. 31, it doesn’t appear that the Trump administration has another hat trick it can pull off like it did earlier in the month to reallocate $8 billion earmarked for defense research to instead pay service members.
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U.S. Gunboat Diplomacy Will Only Embolden China
In recent decades, as China adopted a sharply muscular approach to the Pacific Ocean, other countries began to sound the alarm, decrying Beijing’s pushy new attitude toward a region full of much smaller and weaker countries.
Although China seemed to be adopting a bygone and largely discredited maritime strategy employed a century earlier by Western powers, many of its tactics were novel. As it pressed legally and historically dubious claims to outright ownership of nearly all of the South China Sea, Beijing boldly built artificial islands from dredged sand in far reaches of the ocean for use as military outposts to enforce its control.
China seized and sank vessels and used powerful water cannons to warn away those from other Asian nations that did not respect its writ, oftentimes in water far closer to the shores of these neighbors than to China’s terrestrial boundaries. In one incident in 1988, it opened fire on Vietnamese soldiers who were pressing a rival claim to a tiny island, reportedly killing 64 people.
Late in the Obama administration, the United States began to push back against China’s maritime policies. It provided diplomatic support for China’s neighbors in these face-offs, invoked international tribunal rulings that invalidated Beijing’s expansionist claims, encouraged Asian countries to bolster their defense cooperation, and stepped up U.S. naval patrols in the region as a warning to China that its pushiness could ultimately bring about Washington’s direct involvement in containing Beijing and enforcing international law.
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We’ve Forgotten What ‘Soft Power’ Is
Since U.S. President Donald Trump returned to office in January, there has been no shortage of liberal internationalists mourning the downfall of U.S. soft power. Trump’s moves to pull back from the United Nations, ravage foreign aid, and mute the Voice of America have dismantled the government’s soft power tool set, while his often derisive and self-interested approach to global engagement—coupled with rapid democratic decay at home—have dimmed the United States’ glow in the eyes of the world.
But as Americans eulogize soft power, they should push past nostalgia to consider what precisely has been lost. Although opinion surveys show that Washington’s global reputation has indeed suffered since Trump’s second term began, the connection between this downturn and the mothballing of soft power instruments is less clear.
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Why There’s No Easy Button to End the Russia-Ukraine War
U.S. President Donald Trump wants a quick resolution to the war in Ukraine. But that goal has proved elusive and is likely to remain so, in part because of how highly the Kremlin values its multiple objectives in Ukraine.
The Trump administration made its latest gambit—sanctions on Russia’s top oil producers, Rosneft and Lukoil—on Oct. 22, striking a blow against one of Russia’s largest sources of revenue.
U.S. Treasury Secretary Scott Bessent presented the sanctions as a response to Russian intransigence in negotiations and called for an “immediate cease-fire.” Trump, speaking on the sanctions, appeared optimistic about their chances of bringing Russia to the negotiating table, saying, “We hope that they won’t be on for long.”
The Kremlin, however, isn’t budging: The next day, Russian President Vladimir Putin shot back that Moscow would not change its negotiating stance. Russia has opposed a cease-fire along the current battlelines and instead pushed for broader concessions as a precondition for ending the war. Among its core aims is control of the Donetsk region, which it has failed to conquer despite more than three years of efforts and tens of thousands of casualties.
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The Countries Courting Trump With Critical Minerals
U.S. President Donald Trump is on a mission to find critical minerals wherever they may be, and countries around the world are lining up to deliver them.
Critical minerals and rare earths have underpinned many of Trump’s foreign-policy moves in his second term, from peace deals to tariff threats. It’s easy to see why: The commodities, around 50 of which are considered vital to U.S. security by the U.S. Geological Survey, are indispensable raw materials in many advanced military technologies including missiles and fighter jets. The problem is that China accounts for the vast majority of rare earth and critical mineral production and processing, a stranglehold it has been increasingly willing to weaponize in trade negotiations.
Several nations have stepped up to help Washington hedge against that dominance—and help themselves in the process by currying favor with Trump.
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How Trump Can Avoid ‘Owning’ Gaza
U.S. President Donald Trump pulled off a significant diplomatic breakthrough with the recent Israel-Hamas cease-fire and Gaza peace plan. The key to Trump’s success was his willingness to (finally) pressure Israel. Trump used his frustration, as well as that of Arab states, following Israel’s missile strike on Doha in September to create a new degree of strategic ambiguity with Israel—that is, uncertainty whether the United States would still support Israel if opted to continue the war in Gaza – if Tel Aviv opted to continue the war in Gaza—to get Israeli Prime Minister Benjamin Netanyahu to accept terms that he otherwise would not have. It was a masterful strategic move.
The danger now, however, is that Trump may deviate from this strategy of stepping back and, in the process, do significant damage to U.S. security interests. By signing a document related to the cease-fire himself (which is unusual because the United States is not a direct party to the conflict), Trump clearly sees the peace deal in bigger terms, notably as the “historic dawn of a new Middle East,” according to him.
With his reputation—and ego—now on the line to deliver this transformation, Trump’s grand vision for the region could lead him to take on a raft of new commitments in the Middle East that are at odds with U.S. interests. In short, if Trump isn’t careful, Washington might come to “own” peace and stability in Gaza and the Middle East in ways that leave the United States overstretched and tied down in the region as bigger challenges gather elsewhere.
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The Trump Trade Tracker
It’s not quite the “90 deals in 90 days” that Trump administration officials claimed were possible back in April, when U.S. President Donald Trump put a 90-day pause on the steep tariffs that he had announced on nearly all U.S. trading partners on April 2. The 90-day pause was intended to allow time for those trading partners to negotiate bilateral deals with Washington to avoid the worst of the tariffs.
That deadline has been extended both formally and informally, and the trade deals have been few and far between since that initial announcement.
But several countries have signed trade agreements with Trump with varying degrees of permanence and formality, often locking in lower tariff rates than the ones he previously threatened in exchange for lowering their own trade barriers to U.S. goods.
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For Syrian Refugees, U.S. Aid Cuts Have Been Devastating
Maybe it is a function of my age—dad to a 20-something and a teenager who tend to view me as an unfortunate necessity—that I long for the early years of parenting. Oh, how I miss gnawing on fat wrists and elbows; getting tackled by a kid screeching “Daddy!” as I come through the front door; hearing the extended cut of a seven-year-old’s day, in lingering detail.
This is one of the reasons that I was so gutted on a recent trip to Lebanon and Syria, where—at the invitation of the United Nations High Commissioner for Refugees (UNCHR)—I found myself among Syrian refugees. At some point, the terrible things I heard from adult refugees started to blur: the substandard living conditions, the scarce job opportunities, and the fear of police raids. These Syrians now face a terrible choice of remaining in miserable conditions in Lebanon or taking their chances in Syria, which the U.N. security team in Damascus described as “unstable and volatile.”
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How Trump’s White House Renovation Differs From Truman’s
U.S. President Donald Trump has angered many Americans who have watched videos of the demolition of the East Wing of the White House. The stunning visual of the torn-down building symbolizes to many how Trump views the presidency. This highest honor has become, in his hands, a tool for pursuing his own goals without concern for tradition, precedent, and history. Despite all the memories of receptions and meetings that filled the air of those hallowed halls, Trump has torn the wing down to the bones so that he can build a ballroom for high rollers and opulent functions.
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Trump’s Anti-Worker Foreign Policy
U.S. President Donald Trump’s domestic policies have been painful for the United States’ workers. His foreign policy has followed suit. Nationally and internationally, this administration has undermined labor rights, gutted institutions that enforce labor standards, and targeted labor unions—to the detriment of working people everywhere.
Trump has pursued the most aggressive anti-worker policies of any administration in more than a generation. In addition to reversing wage increases and federal regulations protecting workers’ rights and safety, he will likely have put more than 300,000 federal employees out of work by the end of 2025. He has stripped collective bargaining rights for nearly half a million workers and abandoned enforcement of the labor standards that ensure that workers come home safe at the end of the day with the wages that they deserve.
Before January, I served as former President Joe Biden’s lead diplomat for international labor policy at the Department of State. Our team understood that the United States’ workers could only thrive if workers across the global economy could exercise their rights—particularly their right to organize.
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Three Key Questions About Trump’s War Against Drug Boats
U.S. President Donald Trump’s second term has been typified by unorthodox moves that have stretched the limits of presidential power. But the escalating war against alleged drug boats that his administration has launched in the Caribbean stands out as a particularly unusual development—and there are open questions about the legality, effectiveness, and broader aims of the operation.
Since early September, the United States has conducted seven strikes against alleged drug boats off the coast of Venezuela and two in the Pacific, killing at least 37 people. The Trump administration said that the strikes are targeting dangerous “narcoterrorists,” while accusing Venezuelan President Nicolás Maduro of heading a drug cartel, but it has offered little to no solid evidence to back this up. The operation, which undermines Trump’s campaign pledge for “no new wars” in his second term, has raised alarm bells on Capitol Hill.
Amid widespread doubts over the administration’s rationale for the strikes, there’s growing concern that the operation is part of an effort to raise pressure on Maduro and catalyze regime change in the South American country.
With so many unknowns swirling around the complicated situation, Foreign Policy spoke to several experts to get their perspectives on some of the biggest questions about the recent strikes—including the legality, Trump’s endgame, and the potential consequences for the United States.
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U.S. Sanctions Major Russian Energy Companies
The U.S. Treasury Department on Wednesday levied sanctions against Russia’s two largest oil companies in what the agency framed as a response to Russia’s failure to commit to a peace process in Ukraine.
“Given President [Vladimir] Putin’s refusal to end this senseless war, Treasury is sanctioning Russia’s two largest oil companies that fund the Kremlin’s war machine,” Treasury Secretary Scott Bessent said in a statement. “Now is the time to stop the killing and for an immediate ceasefire.”
The sanctions affect Lukoil and Rosneft. The two companies together are responsible for almost half of Russia’s crude oil exports, which are a key source of revenue for the Russian government. The United Kingdom issued sanctions against the two companies last week.
Bessent’s statement left open the possibility that the United States would issue further sanctions: “Treasury is prepared to take further action if necessary to support President Trump’s effort to end yet another war.”
The move follows the United States decision to cancel plans for a Ukraine peace summit with Russia in Budapest, which U.S. President Donald Trump had previously announced.
The plans collapsed amid reports that Russia had not altered its negotiating position and after Russian Foreign Minister Sergey Lavrov rejected a cease-fire that would freeze the conflict on its current battlelines, which Trump supports.
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Trump Faces MAGA Backlash for Argentina Bailout
Supporters and allies of U.S. President Donald Trump are loudly reminding him that the first “A” in MAGA stands for America, not Argentina, with a strong and growing backlash against the planned $20 billion to $40 billion U.S. bailout of the South American country’s economy and its embattled president, libertarian Javier Milei.
As part of a broader lifeline to an ideological ally, the Trump administration has also looked to boost Argentina’s farm belt—to the detriment of the United States’ own. Trump said that he was considering more imports of Argentine beef to bring meat prices down in the United States, just weeks after the liberalization of Argentine agricultural exports sent bucketloads of soybeans from Argentina to China, a market that has stopped buying the biggest U.S. agricultural export entirely this year.
U.S. farmers and ranchers—as well as lawmakers in big agricultural states—are not happy. (Neither are lawmakers in nonagricultural states, who wonder why the Treasury Department is spending nearly all of its available rainy day fund to bail out a perennial basket case.)
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Foreign Aid Groups Grapple With How to Engage Trump
It’s been more than eight months since U.S. President Donald Trump shocked the world by halting virtually all U.S. foreign aid, terminating billions in congressionally directed funding, and unilaterally dismantling multiple development offices in charge of overseeing the spending.
Last week, the mood among the hundreds of attendees at the InterAction Forum—one of the largest annual gatherings of foreign aid workers—alternated between gallows humor, indignation, defiance, grim resolve, and cautious hope as humanitarian and international development professionals debated the best course of action for dealing with Trump 2.0 and the administration’s apparent disdain for their field.
“This kind of breach of trust is not the way a normal government behaves,” said Elisha Dunn-Georgiou while accepting a leadership award on behalf of the Global Health Council, a nongovernmental organization she heads that advocates on public health issues. The organization is leading a major lawsuit that challenges the Trump administration’s sweeping cuts, arguing that the U.S. government should be required to pay foreign aid contractors for work that was contractually agreed to during the Biden administration.
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The Countries Courting Trump With Critical Minerals
Australian Prime Minister Anthony Albanese became the latest leader to use critical minerals as a fast-track into U.S. President Donald Trump’s good graces, signing a deal during his visit to Washington on Monday that will give the United States greater access to Australia’s critical mineral reserves and infrastructure.
As part of the deal, the two countries will jointly invest $3 billion in critical mineral projects over the next six months, aiming to unearth minerals worth an estimated $53 billion, according to the White House. The Pentagon will also invest in an advanced refinery in Western Australia to mine the mineral gallium.
“In about a year from now, we’ll have so much critical mineral and rare earths that you won’t know what to do with them,” Trump told reporters on Monday.
Critical minerals and rare earths have underpinned several of Trump’s foreign-policy moves in his second term, from peace deals to tariff threats. It’s easy to see why: The commodities, around 50 of which are considered vital to U.S. security by the U.S. Geological Survey, are indispensable raw materials in many advanced military technologies including missiles and fighter jets. The problem is that China accounts for the vast majority of rare earth and critical mineral production and processing, a stranglehold it has been increasingly willing to weaponize in trade negotiations.
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Trump Goes After Colombia—and Risks Weakening the Fight Against Drugs
Relations between the Trump administration and Colombia took their fourth turn for the worse this year over the weekend, after President Donald Trump threatened steep new tariffs on a free-trade partner and said he would suspend U.S. aid and assistance to one of its key Latin American allies.
The punitive steps, announced Sunday, came after Colombian President Gustavo Petro again criticized the ongoing and legally dubious U.S. military attacks on civilian small craft in the Caribbean, ostensibly part of the Trump administration’s war on drug trafficking. Just after Trump’s announcement, Pentagon chief Pete Hegseth announced another U.S. strike, this time on what he claimed was a boat crewed by Colombian guerrillas carrying narcotics.
“President Gustavo Petro, of Colombia, is an illegal drug leader strongly encouraging the massive production of drugs,” Trump wrote on his social media platform Sunday, vowing to cut off the trickle of U.S. assistance that still reaches the country.
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Trump’s Panama Port Predicament
China’s growing influence over key infrastructure in Latin America and the Caribbean has set the Trump administration on edge. Nowhere have the White House’s concerns been sharper than around the Panama Canal, where Hong Kong-based company CK Hutchison operates two ports. U.S. President Donald Trump has inaccurately characterized the firm’s activity as tantamount to China “operating the Panama Canal” and vowed that his administration would be “taking it back.”
Under pressure from Washington, CK Hutchison announced in March that it had agreed to sell off its 80 percent ownership stake in 43 port holdings outside of China and Hong Kong—including the two in Panama—to a consortium led by the U.S.-based investment firm BlackRock. The move seemed to be an early win for Trump’s brand of aggressive dealmaking diplomacy.
But Beijing had other plans. Within weeks of the announcement, China launched a regulatory and public relations blitz against CK Hutchison, forcing the private company to back away from the planned sale.
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Welcome to the Era of Mutually Assured Disruption
The tenuous trade truce between Washington and Beijing has collapsed. What lies ahead is less a conventional trade war and more of a sustained struggle in which both powers codify coercion into their economic statecraft and increasingly weaponize interdependence as a source of leverage. In this new, emerging phase, confrontation will no longer be perceived as a policy failure but as a policy tool to test supply chains, exploit asymmetries, and pressure rivals without tipping into all-out economic warfare.
Yet if the Cold War’s nuclear balance imposed mutual restraint, then today’s economic contest seems to reward escalation. Each side appears to gain leverage by showing that it can steer disruption, not shun it. Put differently, deterrence then was about surviving destruction; deterrence now is about mastering instability, with both countries convinced that they could outlast, outmaneuver, and outperform the other.
Behold the era of mutually assured disruption.
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What’s the U.S. Endgame in Venezuela?
On Friday, Venezuelans opposed to President Nicolás Maduro awoke to unusually hopeful news: Opposition leader María Corina Machado had been awarded the Nobel Peace Prize. The Norwegian Nobel Committee recognized her tireless work to advance Venezuela’s return to democracy in the face of Maduro’s authoritarianism.
In a way, the prize honors not only Machado, but also the millions of Venezuelans eager for change who mobilized around her ahead of the 2024 presidential campaign. Her leadership contributed to the opposition’s overwhelming victory in that election, according to verified independent counts—and galvanized resistance when Maduro blatantly stole it.
The prospects for a peaceful democratic transition in Venezuela remain unclear. Machado has close ties to several members of the Trump administration, including Secretary of State Marco Rubio. But since U.S. President Donald Trump took office in January, he has sent mixed signals on his policy toward Caracas.
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How the U.S. Failure in Iraq Haunts Trump’s Gaza Plan
The initial response to the Israel-Hamas cease-fire agreement clinched by the Trump administration last week has been rapturous. Palestinians are reveling in the prospect of an end to two years of almost unimaginable brutality and grinding starvation that have decimated every part of the long-suffering people and land. Israelis celebrated the return of 20 living hostages released by Hamas and the chance of an end to international isolation. Enthusiastic crowds in Israel and Egypt showered U.S. President Donald Trump with appreciation.
But it is difficult to share Trump’s optimism that the cease-fire has unlocked a broader transformation of the Middle East—or even that it will survive contact with reality on the ground in Gaza.
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What We Can Learn From Trump’s Success in Gaza
The deal between Israel and Hamas to end two years of war is a triumph for U.S. President Donald Trump. Trump thrust himself to the center of one of the world’s bloodiest conflicts and brokered a cease-fire at a moment of great geopolitical uncertainty. Although Trump’s startling bombast often evokes head-shaking from diplomats and policy wonks trained to eschew self-aggrandizement, the deal shows that his flair for high-wire, personality-driven diplomacy can be remarkably potent.
Trump understands that politics is in large part about performance. In his second term, unconstrained by more traditional and cautious advisors, he has turned diplomacy into must-see reality TV that lets viewers tune into unscripted Oval Office meetings, rambling speeches, and off-the-cuff Truth Social posts. Like Larry David or Jerry Seinfeld, he plays an exaggerated version of himself in public, mugging to a crowd that revels in his antics. He is auteur, leading man, and screenwriter all in one.
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The U.S. Is in a ‘Particularly Authoritarian’ Moment
For years, many democracy experts have warned that U.S. President Donald Trump is pushing the country toward authoritarianism. During his first term, they raised alarm bells as Trump repeatedly tested democratic guardrails with unprecedented and, at times, incendiary actions—particularly his refusal to accept the results of the 2020 election.
When Trump was reelected last year, many of the same experts predicted that the U.S. political system—weakened by his first term—would face even more existential challenges during his second round in the White House. Some of the nation’s top experts on democracy, fascism, and related topics have even taken steps to leave the country during Trump 2.0.
Nicholas Grossman, an international relations professor at the University of Illinois, is among the political scientists who’ve raised grave concerns about Trump and his impact on the United States. Nearly nine months into Trump’s second term—and in the wake of several controversial moves that the Trump administration has made, including deploying National Guard troops to U.S. cities—Foreign Policy spoke to Grossman to get his take on whether the country has moved closer toward authoritarianism, and if so, whether that can be stopped or reversed.
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Trump’s Foreign Policy Is Not as Successful as You Think
In recent days, there has been much speculation about the causes for a supposed discrepancy in the relative success of U.S. President Donald Trump’s foreign policy versus his domestic policy.
The reason for this is fairly obvious. From the moment that a cease-fire in Gaza between Israel and Hamas was announced, Trump has basked in accolades for having brought about the seemingly impossible. It’s not just his devoted supporters who have given him credit but his usual detractors and political opponents as well.
Realistically speaking, however, the notion that there has been a grand success in the Middle East is overblown—or at least premature. When one takes a careful look at Trump’s foreign policy more broadly, the idea that he has compiled a strong record of success since his return to office in January stands on even flimsier ground. In fact, the erratic and highly personalized way Trump conducts international relations raises almost as many troubling questions as anything his critics have found fault with at home.
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Why the Democrats Are So Lost
As the two-week standoff over the U.S. government shutdown dragged on—imperiling hundreds of federal programs that the Democratic Party has created over the past century—the nation’s top Democrat, Senate Minority Leader Chuck Schumer, suggested at one point that he’s fairly satisfied with his party’s progress.
“Every day gets better for us,” chortled Schumer, apparently full of vim that he wasn’t swiftly surrendering to President Donald Trump as he did to avoid a shutdown in March.
But few in the country agreed—and Democrats continue to earn record-low ratings among voters (who still trust Republicans more on economic issues, even though the Democratic Party is polling slightly better on the shutdown). And therein lies the latter political party’s long, woeful tale of impotence against Trump, the most powerful demagogue that the United States has ever seen.
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Trump Takes a Victory Lap in Israel
U.S. President Donald Trump landed in Israel on Monday to a rapturous welcome, from banners on the beach near Tel Aviv to a standing ovation in the Israeli parliament, the Knesset, where his personal and pivotal role in bringing home the last 20 surviving Israeli hostages was thanked, effusively, by families, service members, and many—though not all—Israeli politicians.
Trump’s lightning trip to Israel started with a meeting with families of former hostages in Jerusalem. Hamas released all 20 of the remaining living captives early Monday, just before Israel released nearly 2,000 Palestinian prisoners and detainees. The exchange was part of what is currently a cease-fire but which Trump hopes will be the first step in a comprehensive peace deal that sorts out the Gaza Strip’s future and disarms Hamas.
For starters came a valedictory, and a well-deserved one, as the cease-fire is in place, the hostages are home, and the cheers from Khan Younis, in the devastated Gaza Strip, to Tel Aviv echoed in unison.
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Trump Erases Women From Foreign Policy
When U.S. President Donald Trump returned to the White House in January, it was clear that the U.S. approach to women’s rights and gender equality around the world would shift. Republican administrations have long diverged from Democratic ones on this front, favoring women’s economic empowerment and private-sector development over broader campaigns to challenge traditional gender norms or expand reproductive rights.
Yet rather than again steering U.S. global engagement on women’s rights in a more conservative direction, the second Trump administration has dismantled the bipartisan policy architecture that sustained those efforts. In doing so, the White House has overturned more than six decades of policy precedent, including from Trump’s first term.
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Trump Has Broken the Justice Department
In his second administration, U.S. President Donald Trump has succeeded in turning an institution of legal justice into his own personal weapon. A fragile wall was constructed to separate the Department of Justice (DOJ) from the political interests of the Oval Office in the aftermath of Watergate in 1974. In a matter of months, Trump has shattered that wall, using a legal team at his disposal to go after domestic opponents and conduct political investigations.
The most recent shocking example of how far the president is willing to go occurred last week when New York Attorney General Letitia James was indicted for mortgage fraud. James is the latest person to be targeted by Trump’s DOJ. Trump has been venting about James ever since she won a civil fraud case against him and his family business.
The news comes just weeks after U.S. attorney for the Eastern District of Virginia, Erik Siebert, concluded that there was insufficient evidence to move forward with indictments of former FBI Director James Comey, who along with James has been another one of the people at the very top of Trump’s list of enemies due to his role in investigating possible connections between the 2016 Republican presidential campaign and Russia. Under pressure from the president to resign—in late September, Trump told reporters, “Yeah, I want him out”—Seibert stepped down from his position. Trump replaced him with Lindsey Halligan, a 36-year-old former insurance lawyer from Florida with no prosecutorial experience.
Keeping up the pressure, Trump sent out a message on social media directed at Attorney General Pam Bondi, stating in clear language: “JUSTICE MUST BE SERVED, NOW!!” Days later, Halligan brought the case to a grand jury in Virginia, which then indicted Comey.
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The U.S. Deploys 200 Troops to Israel Amid Gaza Cease-Fire
The United States is deploying up to 200 troops to Israel to help oversee the Gaza cease-fire process in coordination with regional partners, including Egypt, Qatar, Turkey, and the United Arab Emirates. But the troops, some of whom have already arrived in Israel and will continue to do so through the weekend, won’t be there to conduct offensive operations and won’t be going into Gaza, a U.S. official told Foreign Policy on Friday.
The troops will focus on planning and establishing a civil-military coordination center, the official said, without offering specifics on precisely where it will be in Israel. The official spoke on condition of anonymity due to the developing and sensitive nature of the matter. The center will “help facilitate the flow of humanitarian, logistical, and security assistance into Gaza during this cease-fire agreement implementation process,” the official said. “Secondly, it will also serve to monitor the implementation of the cease-fire agreement [to] ensure that it remains on track.”
The aim is to provide a hub for coordination to avoid introducing chaos “in an already strained area,” the official said, and the center will look to “unify the effort to maximize the flow of support that is poured into Gaza.” The effort is designed to help lay the groundwork for the goal of transitioning to civilian governance in the territory, the official added.
The U.S. official could not say how long the deployment might last, stating that there are a lot of “unknowns.”
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Rare Earths Threaten Rare Trump-Xi Summit
U.S. President Donald Trump on Friday threatened to unleash new tariffs on China and cast doubt over a potential meeting between him and Chinese President Xi Jinping later this month in South Korea, further escalating a now monthslong trade spat between the two powers.
Trump’s threats came after China sharply expanded its export controls for rare earths, the powerful materials that underpin everything from semiconductors and clean energy technologies to the U.S. defense industry. Beijing dominates the world’s rare-earth supply chains, commanding about 85 percent of processing and 92 percent of magnet production. That has given it key leverage that it’s harnessed in multiple rounds of negotiations after Trump first launched his trade war in April.
Under Beijing’s new controls, which are set to take force on Dec. 1, foreign firms must secure approval from the Chinese government to export magnets and certain semiconductor materials that include at least 0.1 percent Chinese rare earth content. The moves will “safeguard national security and interests,” the Chinese Ministry of Commerce said in its announcement.
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Can Palestinians Trust Donald Trump?
The breakthrough cease-fire reached in Egypt this week follows two years of unprecedented bloodshed in the Israeli-Palestinian conflict—marked by levels of cruelty and violence that have shaken the world’s conscience. Although the agreement’s terms have not been fully disclosed, what has been alluded to—and what can be inferred from context—raises serious doubts that the vague framework outlined in the U.S. 20-point “peace plan” being discussed will ever be fully fleshed out and implemented. At the heart of the concern is not merely the vast gulf separating the two sides’ positions or their asymmetry of power, but also that almost everything hinges on the guarantee of one man: U.S. President Donald J. Trump.
Throughout previous cease-fire negotiations, Israel and Hamas remained far apart on several issues, including the timing and totality of Israel’s military withdrawal from Gaza, the disarmament of Hamas, and the nature and structure of future governance in the territory.
In previous talks, including January of this year, mediators addressed the problem by proposing a phased implementation process in which the sticking points were pushed to the second and third stages while the two sides implemented a gradual captive exchange and the entry of humanitarian aid. Yet this phased process allowed the stronger party, Israel, to violate the cease-fire at the end of the first phase with impunity, once it had recovered a considerable number of hostages but before it had to take steps to end the war and withdraw.
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Trump’s Nobel Peace Prize Obsession Isn’t Over
Another year, another failed attempt. U.S. President Donald Trump’s inability to secure this year’s Nobel Peace Prize was predictable. The odds that he will ever win the prize remain slim. Yet this latest knockback is only likely to redouble Trump’s desire to win in future years, putting renewed energy behind one of the most important yet underappreciated forces shaping U.S. foreign policy.
In advance of Trump’s second election victory, many observers talked about taking him “seriously but not literally.” This was always foolish guidance, but it is especially so regarding his transparent obsession with Nobel recognition. Beyond mere vanity, this desire will continue to reshape global geopolitics—a point this latest perceived snub is only likely to intensify.
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One Question Looming Over the Gaza Deal: Why Now?
The long-awaited cease-fire agreement between Israel and Hamas, now underway in Gaza, includes significant gains for both sides. Israel will get back its remaining hostages—about 20 are believed to be alive—along with the bodies of others. In return, it will release some 2,000 Palestinian prisoners, according to reports, end its two-year war on Gaza, and pull troops from large parts of the territory. The Trump administration deserves credit for pushing a deal through.
But the basic outline of the agreement had been on the table for many months. By accepting it, both sides are giving up on key demands. Israeli Prime Minister Benjamin Netanyahu had vowed to destroy Hamas, yet the group remains the strongest actor in Gaza. Hamas in turn wanted a complete Israeli withdrawal and guarantees that Israel would not resume operations, both of which remain uncertain.
So why did the two sides agree to something less than their maximalist goals? And why now?
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‘Trump 2028’ Is No Joke
From the earliest days of his rule, Chinese President Xi Jinping has made a regular practice of purging senior members of his country’s military hierarchy. He has invoked corruption in opaque legal proceedings and presided over their public disgrace, banishment from the Chinese Communist Party, and imprisonment. In almost every instance, Xi and the propaganda apparatus that is devoted to him have pounded away at strengthening political control over China’s armed forces.
One of the most important tasks of any China scholar these days is discerning why Xi is so preoccupied with concentrating so much power in his own hands, and, in particular, ensuring obeisance from the military. Most commonly cited among his possible motives is something that Xi himself routinely invokes: the need to ensure Chinese preparedness for and eventual success in any fight over the future of Taiwan.
It is unlikely that this altogether explains Xi’s driven sense of purpose, though. To me, his motivation seems to be at least equally fed by a desire to perpetuate his own rule, which depends on thoroughly preempting any questioning of his personal authority. In Xi’s mind, maintaining absolute control of the gun, in the parlance of Mao Zedong, seems to be a minimum prerequisite for this. The Chinese leader has already thrown out the rule book that once governed Chinese political succession to two five-year mandates and is barreling toward what would be his fourth term in office, if he subjects himself to the formality of a “reelection” by party leaders, as expected, in 2028.
In past columns, I have written about the ways in which U.S. President Donald Trump’s second term seems to have borrowed from the playbook of elite politics in China, which is marked by both musclebound authoritarianism and highly personalized rule. One of the clearest signs of this has been the hollowing out of government institutions in favor of administration by political hacks who are loyal to a leader, similar to Mao during the Cultural Revolution.
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Trump Is Supporting Transnational Repression
A few weeks ago, prominent Russian opposition leaders in exile made a startling plea to the Canadian government: Please accept hundreds of asylum-seekers currently detained in the United States before they are summarily returned to Russia. Apparently, Russian asylum-seekers are being deported en masse to their country of origin, where many are imprisoned upon arrival due to their involvement in opposition and anti-war campaigning. Then last week, reporters learned that hundreds of Iranian nationals already in immigration detention would be deported to Iran. Some were allegedly willing to go back, but others were not—some of the lawyers said their clients had even disappeared.
Over the last several years, experts, civil society, and governments have embraced a name for when countries reach across borders to silence dissent. It is called transnational repression, and the U.S. government used to be very much against it. Now, as these stories demonstrate, Washington has become an eager collaborator.
To the extent that people are familiar with the term, transnational repression probably evokes incidents like the murder of Saudi journalist Jamal Khashoggi in Istanbul, the abduction of Rwandan activist Paul Rusesabagina from Dubai, and the murder plots against Iranian journalist Masih Alinejad in New York. Those are certainly striking examples in which governments have targeted dissidents on foreign soil. But research has consistently established that most transnational repression involves a degree of cooperation between the origin state and the host state to secure the return and punishment of dissidents.
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Europe Should Support U.S. Democracy
The Trump administration is dismantling the pillars of the United States’ democracy. Europe, whose own democracies are facing internal challenges and external threats, has seen this playbook before. Its leaders have understandably focused on maintaining economic and defense ties with a mercurial U.S. president. But this approach prioritizes short-term gains over the continent’s long-term interests.
The reality is that Europe’s growth and security are threatened by democratic decline in the United States. For the sake of its citizens and global credibility, Europe must defend democratic values now. This includes fortifying institutions at home, funding democracy groups abroad, and saying the quiet part out loud: The United States is backsliding.
The state of U.S. democracy is more alarming than many Europeans realize. For starters, the Trump administration is undermining free and fair elections ahead of the 2026 midterms. It has pardoned rioters who tried to overturn the 2020 presidential election results and revised intelligence assessments about foreign interference. New legislation and executive orders on voter registration—as well as efforts to prohibit mail-in ballots—could disenfranchise millions of voters, while states may lose election security funds if they fail to comply with the administration’s demands. Trump has repeatedly talked about running for an unconstitutional third term and recently joked about canceling the 2028 polls.
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Who Holds the High Cards in Sino-American Supply Chain Poker?
Apparently, U.S. President Donald Trump and his chief economic negotiator, Treasury Secretary Scott Bessent, like to play poker.
“You don’t have the cards,” Trump told Ukrainian President Volodymyr Zelensky during their meeting at the White House in February, trying to make him understand that Ukraine could not win in negotiations with Russia what it had lost on the battlefield. “They’re playing with a pair of twos,” Bessent told the press before his first face-to-face negotiations with his Chinese counterpart Vice Premier He Lifeng—attempting to unsettle his opponent.
At the end of October, Trump and Bessent will meet with Chinese President Xi Jinping on the sidelines of the Asia-Pacific Economic Cooperation summit in South Korea. But after having lost five successive hands at the tariff and supply chain table, Trump knows he doesn’t have the cards.
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Trump’s Approach Just Might End the War in Gaza, but the Next Stage Is Harder
On Oct. 7, 2023, I was serving as the U.S. State Department’s lead official working to expand the Abraham Accords—a set of normalization agreements between Israel and several Arab countries. As the magnitude of the Hamas’s attack on Israel that day became clear, it was obvious that work would have to be paused.
In the early days of the Israel-Hamas war, I was asked by U.S. Assistant Secretary of State for Near Eastern Affairs Barbara Leaf to help lead a task force working on day-after planning. I quickly concluded that unless Hamas was truly defeated and removed from power, there would be no day after.
I understood that in the wake of the Oct. 7 attack, no Israeli leader—not Prime Minister Benjamin Netanyahu, nor any other—would have the legitimacy to tell their public that the current war in Gaza would end as all the previous ones had: with Hamas battered and bruised but still clinging to power and preparing for the next round. And that meant giving the Israel Defense Forces (IDF) time to conduct its campaign, which we hoped would be as targeted as possible, eliminating Hamas leaders and assets while minimizing harm to the civilians among whom they embedded.
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The Weak Link in Trump’s Mideast Peace Plan Might Be Trump Himself
Even in a region as angry, dysfunctional, and conflict-ridden as the Middle East, it’s hard to believe we’re entering the third year of the Israel-Hamas war in Gaza—a conflict that has now surpassed in duration, horror, fury, and blood all previous Israeli-Palestinian confrontations. There is now a recently minted U.S. peace plan on the table, but its salience and relevance are yet to be tested.
Maybe we are hostage to pessimistic realism born of experience, having been around so many well-intentioned but failed peace plans and negotiations. But we’re wary of events and initiatives that are marketed as game-changers, inflection points, sea changes, and transformations designed to bring about peace forever—especially those that are not connected to a process for reaching agreement or implementing them.
Much about the post-Oct. 7, 2023, Middle East, two years on, thus remains depressingly, even horrifyingly, familiar. Nonetheless, there are some takeaways that are new and potentially significant—ones that not just reflect current headlines but also may well shape future trend lines to come. These will constitute the choices and policies for U.S. policymakers.
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How Trump Could Get Bagram Back
It’s not every day that a U.S. president publicly demands the return of a military base from a former adversary. But that’s exactly what happened last week, when President Donald Trump said that his administration is “trying to get” Bagram back from the Taliban.
The statement sparked a mix of surprise and skepticism. Once the nerve center of U.S. military operations in Afghanistan, the Bagram Airfield was abandoned during the messy 2021 U.S. withdrawal and quickly taken over by the Taliban. Now, four years later, it has resurfaced as Trump’s latest foreign-policy gambit, rekindling debate over the United States’ unfinished business in the Taliban-controlled Afghanistan.
Trump, who has repeatedly raised the issue of control of Bagram since the withdrawal, now appears to be ramping up his push. “We want it back and we want it back soon. Right away,” he warned on Sept. 20.
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U.S.-Turkish Relations Have Gotten Duller, Not Better
“Don’t be a tough guy. Don’t be a fool!” U.S. President Donald Trump implored Turkish President Recep Tayyip Erdogan in a 2019 letter. The jury might be out on how tough or flexible Erdogan is, but he is certainly no fool. Indeed, he has proven his skill at playing Trump. Not long after receiving the White House’s missive (which he theatrically threw in the bin, according to reports), Erdogan got Washington to swallow a Turkish military intervention in Syria directed against the United States’ Kurdish allies.
On Sept. 25, the Turkish leader was back to the White House, ready to do more geopolitical business with his “valued friend,” Trump. But the fact that talks yielded so little highlights the extent to which the United States and Turkey diverge. The chemistry between Trump and Erdogan, two strongmen with reputations for wheeling and dealing, makes things better—but only slightly.
The reality is that the problems in U.S.-Turkish relations are baked in, and the opportunities for breakthroughs are small. Moreover, the stakes aren’t that high anymore, and U.S.-Turkish relations are a much duller affair than they were during Trump’s first term. As a result, both sides are happy to enjoy a photo op and pocket what wins they can.
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Trump’s $100,000 H-1B Visa Miscalculation
The Trump administration’s decision to impose a $100,000 fee on new H-1B visa applications stems from legitimate concerns about wage suppression and job displacement.
Critics have long argued that some companies abuse the program by using it to replace U.S. workers with cheaper foreign labor. These concerns have merit. Studies have documented consulting and other firms paying foreign H-1B workers less than their U.S. peers in similar roles and even engaging in wage theft.
Yet the U.S. government’s sledgehammer approach to these real problems will likely produce consequences far worse than the abuses it seeks to address. Rather than encouraging companies to hire more Americans, the dramatic fee increase—from roughly $1,000 to $100,000—will drive high-skilled work overseas and accelerate the decline of U.S. technological leadership. In addition to the fee, Washington will replace the current H-1B lottery with a new system that strongly benefits the largest employers instead of favoring startups and universities, where foreign workers would contribute more to innovation and future job growth.
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How Military Leaders Should Respond to Trump’s Norm-Busting
In its first eight months so far, the Trump administration has fired or otherwise relieved some 15 senior military officers, most of whom were high-ranking three- and four-stars in the force. The first three months alone saw the abrupt removal of the chairman of the Joint Chiefs of Staff, the chief of naval operations, commandant of the Coast Guard, vice chief of staff of the Air Force, director of the National Security Agency, and the seniormost lawyers in the Army, Navy, and Air Force. After what seemed like a pause, the forced removals renewed with the firings of the director of the Defense Intelligence Agency and two admirals, the unexpected early retirement of the Air Force chief of staff, and the out-of-cycle reassignment of the superintendent of the Naval Academy. In addition, the administration made numerous unexpected personnel appointments that effectively ended the careers of some of the most celebrated military leaders. Beyond all of this, reportedly President Donald Trump plans to personally interview all prospective four-star nominees across the services.
The administration couched the removals as consistent with the presidential prerogative to choose its military advisors. Previous presidents did have this power, and every administration has fired a few military leaders, made some surprise appointments, or exercised close presidential scrutiny of the selection of personnel to a few of the seniormost positions. None has relieved so many, nor shaped the appointments so forcefully, this early in the president’s tenure. No previous administration exercised its power in this dramatic fashion for fear that doing so would effectively treat the senior officer corps as akin to partisan political appointees whose professional ethos is to come and go with changes of administration, rather than career public servants whose professional ethos is to serve regardless of changes in political leadership.
These personnel moves have been poorly explained to both the public and the individuals relieved, but one thing was made clear: None of the officers had committed a grave fault—insubordination or dereliction—that would have made their removal obvious and noncontroversial. To relieve so many senior officers so soon in an administration amounted to a dramatic break with past precedent, raising two obvious questions: What are historical norms and best practices around relieving senior military leaders, and how should senior officers still serving function in the present moment?
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The TikTok Deal Is America’s White Flag in the Tech War With China
On Sept. 25, U.S. President Donald Trump signed an executive order that he says will allow TikTok to continue operating in the country while complying with national security concerns. After a phone call with Chinese leader Xi Jinping on Sept. 19, Trump said he had reached an agreement for a U.S. investor group led by Oracle to take control of 80 percent of TikTok’s U.S. operations. But as details have come to light, serious questions are surfacing.
For one, the national security concerns that led Congress to pass a law banning TikTok in the first place are left unresolved. TikTok’s algorithm—its “secret sauce” governing what users see on the app and possibly serving as a key weapon for Chinese influence operations—will remain in ByteDance’s hands. Under the deal, a copy of will be licensed to the U.S. investor group, which will then retrain it using data from users based in the United States.
But that still leaves a big loophole. What happens, for example, when ByteDance releases updates to its algorithm? Will the U.S. version continue to be updated to operate in parallel with the Bytedance version of the app? Rather than cutting ties with China, the deal allows Beijing to retain considerable influence.
Trump’s administration is expected to collect billions in fees from the transaction. As Trump has described it, “The United States is getting a tremendous fee-plus—I call it a fee-plus—just for making the deal, and I don’t want to throw that out the window.”
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After Trump Turned on Putin, Is Netanyahu Next?
In President Donald Trump’s America First approach to foreign policy, Israel can seem like an exception, a country that gets support even when its policies stray from U.S. interests—or the personal preferences of the president himself. Israeli leaders like to talk about the values that the two countries share, which is certainly part of the explanation. But there are other reasons as well.
Israel has many supporters within Trump’s inner circle, including Secretary of State Marco Rubio, Middle East envoy Steve Witkoff, and Ambassador to Israel Mike Huckabee, as well as many important pro-Israel donors. Israeli Prime Minister Benjamin Netanyahu has proved adept at flattering Trump, with Israel naming settlements after the president, lauding his accomplishments, and otherwise playing on his vanity. Netanyahu also has strong support among Republicans in Congress and with pro-Trump media, such as Fox News, OAN, and Newsmax. This mix of media support, congressional backing, and flattery seemed to work for Israel at a key moment, when Trump decided to join Israel in its attempt to destroy Iran’s nuclear infrastructure in June.
Yet it is not difficult to imagine scenarios where Trump would turn his back on Israel. The president is mercurial, and he has turned on friends again and again. Canada, Denmark, Germany, and the United Kingdom are only a few of the very close U.S. allies that have felt his sting. After many years of praising Russia and President Vladimir Putin, Trump is now even criticizing them, deriding Russian military prowess and calling for Ukraine to take back all of its territory
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Lula and Trump’s Backstage Breakthrough
Brazilian President Luiz Inácio Lula da Silva feels comfortable at the United Nations. He has plenty of experience speaking before the body, having governed Latin America’s largest nation from 2003 to 2011 and again since 2023. He is also an advocate for multilateral governance, valuing the U.N. as a platform that allows so-called developing countries to exert influence and participate meaningfully in shaping global decisions.
“Let my first words before this World Parliament be of confidence in the human capacity to overcome challenges and to move toward higher forms of partnership, both within and among nations,” Lula declared at the outset of his first address to the annual U.N. General Assembly (UNGA) more than 20 years ago.
But if Lula has one thing in common with the world body’s most vocal critics—chief among them U.S. President Donald Trump—it’s that he doesn’t believe the U.N. is meeting this tumultuous historical moment. The two leaders ran into each other backstage this week at UNGA and had a brief, unplanned exchange that could pave the way for a thaw in U.S.-Brazil relations.
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Trump Told the U.N. the Hard Truth: It Failed
I am in New York this week for the U.N. General Assembly. At various events over the last few days, I’ve already had the opportunity to chat with former British Prime Minister Rishi Sunak; Spain’s foreign minister, José Manuel Albares; and Trump’s designee for undersecretary of state for economic growth, energy, and the environment, Jacob Helberg, among many others.
Of course, a main topic of discussion was U.S. President Donald Trump’s nearly hourlong U.N. speech on Tuesday morning. Some media outlets have tried to fact-check the speech, but this misses the point. Whether or not climate activists want to “kill all the cows,” for example, was not central to Trump’s message.
The serious argument that resonated most with me was Trump’s claim that the United Nations is not living up to its founding purpose to resolve global conflicts. It may have been impolitic to deliver that message directly to the UNGA, but that does not make it untrue.
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The H-1B Visa Fiasco Is Accelerating America’s Decline
During his first campaign for the presidency, in 2015, now-President Donald Trump rose to become a dominant figure in U.S. politics by turning repeatedly to a jeremiad against migration.
The people he had in mind, though, were not generic migrants. They were predominantly brown-skinned people from Latin America whom he often portrayed as patients from “insane asylums” or rapists and other dangerous convicts who were loosed on the world by their governments and would spread violent crime in the United States.
But if this attempt to curdle the blood of U.S. voters was the primary tactic behind Trump’s brand of xenophobic populism, it was far from the only fear that the campaign that carried him to election the next year would invoke. A close second behind the theme of crime was the idea that these mostly Spanish-speaking immigrants who were willing to do low- and semi-skilled work for modest wages were taking jobs away from honest Americans, blighting people’s lives.
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Europe Is on Its Own With Russia Now
Has U.S. President Donald Trump finally seen the light? In a post on his Truth Social network on Sept. 23, he wrote: “I think Ukraine, with the support of the European Union, is in a position to fight and WIN all of Ukraine back in its original form.” He mocked Russia, which he called a “paper tiger.” The same day, reporters in New York City asked him if NATO should shoot down Russian aircraft that enter its airspace. “Yes, I do,” he answered. Observers were suitably shocked.
Perhaps Trump really has had a change of heart. But as always, it’s worth taking a look at the fine print. His Truth Social post, for example, ended with this passage: “We will continue to supply weapons to NATO for NATO to do what they want with them. Good luck to all!” The language here is quite striking: Trump refers to NATO as if it were an unrelated third party—a customer that you supply with products, rather than a military alliance in which the United States is supposed to take an active and leading role. And the closing sentence can be read as a farewell: Take care and have a nice war.
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Europe’s Hippopotamus Strategy for Handling Trump
Hippopotamuses are baffling. At first glance, these creatures look calm, slow, and placid as they wallow lazily in muddy pools. Looks, however, can be deceiving. Survivors of hippo encounters tell of the unpredictable, ferocious charges that make hippopotamuses the deadliest wild mammal on earth, killing around 500 people each year. (That’s 23 times more than lions.) Humans have few good options to defend against 6,000 pounds of erratically charging hippo. Negotiation is not much of an option—it is hard to stop a hippo with offers of food. Experts advise that the best strategy is to avoid hippos altogether. If all else fails, then playing dead can be a reasonable Plan B.
Since the return of U.S. President Donald Trump to the White House in January, European leaders have been confronting a charging hippo situation. U.S. policies are unpredictable, fast-changing, and often baffling. No one knows whether Trump is about to charge or let go. Negotiation rarely works, not least because it is hard to find out what he ultimately wants.
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Nobel Peace Prize for Department of War President?
“They will never give me a Nobel Peace Prize. It’s too bad. I deserve it, but they will never give it to me,” Donald Trump lamented mere weeks into his second presidential term. Since then, several members of Congress and foreign officials have echoed the proposition that his name be added to the next group of laureates. But what does the record show? Does Trump deserve to be honored with a place in history alongside Martin Luther King Jr. and Nelson Mandela?
Trump has repeatedly complained about not receiving credit for peace deals reached under his watch, citing the resolving of conflicts in Armenia-Azerbaijan, Congo-Rwanda, India-Pakistan, Serbia-Kosovo, and ongoing efforts in Ukraine and Gaza as top achievements. Disturbingly, some of these so-called deals include provisions that directly benefit the private sector, reducing U.S. diplomacy to a mercantilist collection of false wins that do little to advance peace. Meanwhile, deadly wars continue to ravage Ukraine and Gaza. “Everyone says I should get the Nobel Peace Prize for each one of these achievements,” he said at the United Nations General Assembly on Tuesday.
Trump Issues Reversal in U.S. Ukraine Policy
U.S. President Donald Trump appeared to issue an about-face on Washington’s Ukraine policy, posting to Truth Social on Tuesday that “I think Ukraine, with the support of the European Union, is in a position to fight and WIN all of Ukraine back in its original form.” This refutes past U.S. claims that Kyiv must be prepared to concede some of its Russian-occupied territory to Moscow in order to secure an eventual peace deal.
Trump’s statement comes roughly a month after hosting Ukrainian President Volodymyr Zelensky and seven other European leaders at the White House, during which Trump suggested that Kyiv give up Crimea and several other regions that Russian President Vladimir Putin has demanded. Moscow currently controls roughly one-fifth of Ukrainian territory.
Read Trump’s full statement below:
“After getting to know and fully understand the Ukraine/Russia Military and Economic situation and, after seeing the Economic trouble it is causing Russia, I think Ukraine, with the support of the European Union, is in a position to fight and WIN all of Ukraine back in its original form. With time, patience, and the financial support of Europe and, in particular, NATO, the original Borders from where this War started, is very much an option. Why not? Russia has been fighting aimlessly for three and a half years a War that should have taken a Real Military Power less than a week to win. This is not distinguishing Russia. In fact, it is very much making them look like ‘a paper tiger.’ When the people living in Moscow, and all of the Great Cities, Towns, and Districts all throughout Russia, find out what is really going on with this War, the fact that it’s almost impossible for them to get Gasoline through the long lines that are being formed, and all of the other things that are taking place in their War Economy, where most of their money is being spent on fighting Ukraine, which has Great Spirit, and only getting better, Ukraine would be able to take back their Country in its original form and, who knows, maybe even go further than that! Putin and Russia are in BIG Economic trouble, and this is the time for Ukraine to act. In any event, I wish both Countries well. We will continue to supply weapons to NATO for NATO to do what they want with them. Good luck to all!”
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Is Trump Taking Treaties Back to the Middle Ages?
U.S. President Donald Trump has concentrated government power in his hands since the start of his second term. Much has been written about his one-man rule by executive order, his appointments based on personal loyalty, and his outrage at judges who defy him. But the American public should be equally alarmed by Trump’s personalization of international treaties.
Significant foreign treaties are normally ratified following either a two-thirds majority vote in the U.S. Senate or a majority vote in both houses of Congress. When a president acts alone, those treaties typically involve minor matters and are called “sole executive agreements.” Historically, all major treaties—such as those that created the United Nations, the World Bank, and NATO, but also treaties that lowered tariffs, secured human rights, and allowed the extradition of dangerous criminals—had some form of congressional consent. Congress has also famously refused consent for treaties it found wanting, such as the Treaty of Versailles, the Comprehensive Nuclear Test Ban Treaty, and the Convention on the Rights of Persons with Disabilities.
Today, we are witnessing the death of this entire U.S. treaty system. Trump has not been shy about doing deals with foreign nations, but he has not submitted any treaties to the Senate or Congress for approval. Instead, he has acted as if treaties were solely the prerogative of the executive branch, personally taking center stage in concluding agreements, like the one with Ukraine on critical mineral resources. He authorized more than a dozen international agreements in his first six months, most notably his so-called trade deals, and is pursuing dozens more. Some of these are not binding at all, like the political arrangement on strategic civil nuclear cooperation with El Salvador. It is generally uncontroversial for the president to conclude non-binding agreements without congressional approval. But the rest of Trump’s agreements appear to rely on extreme claims of presidential authority to qualify them as sole executive agreements.