US Policies Triple‑Squeeze Seoul, Threatening Alliance Balance
Seoul is really getting squeezed - (1) U.S. trade policy squeezing its competitiveness, (2) U.S. policy in the Middle East squeezing its energy security, and now (3) U.S. warfighting requirements squeezing USFK assets. It's fine to lawyer this or that rationale for each of these. But taken together, the hits to the alliance are really starting to cumulate in ways that will have longer-term effects and will certainly influence the Korean calculus.
China’s Portfolio Diversification Beats Traditional Alliance Model
In my view, too many commentators lean into geopolitical terms like “ally” and “axis” and miss China’s broader strategic intent. China’s approach to the Middle East, Latin America, and other regions is more akin to the market strategy of “portfolio...
Taiwan's Energy Future Needs
There has been a lot of commentary over the past week on China's energy vulnerabilities but much less about Taiwan's. In 2020, I coauthored a @CarnegieEndow report on Taiwan's energy trilemma of security, affordability, and sustainability - with ideas for...
Apoorva Joins Carnegie Endowment’s Team Asia
Terrific new addition to #TeamAsia at @CarnegieEndow and a great get for our @CarnegieSAsia program. Welcome, Apoorva.
Iran Conflict May Cement China’s Energy Dominance
How the Iran War Could Consolidate China’s Energy Dominance - Amid global oil and gas disruptions, China stands prepared for the electrostate era. https://t.co/XjVHuN91u9