By dismantling the post-WWII global order, the Trump administration forces allies to realign with China. As the U.S. retreats from global partnerships, China is positioned to dominate key industries like renewable energy, making the 21st century "the China century" by default as the world moves on without America.
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The Western belief that free trade would cause authoritarian states like China to liberalize has proven false. Instead, this policy created a powerful manufacturing competitor whose interests diverge from the West's. The current era of deglobalization is an unwinding of this flawed foundational premise of the post-war order.
The US won World War II largely due to its unparalleled manufacturing capacity. Today, that strategic advantage has been ceded to China. In a potential conflict, the US would face an adversary that mirrors its own historical strength, creating a critical national security vulnerability.
As America's global dominance wanes, power is bifurcating into two distinct successor empires. China is winning the physical world of manufacturing and military hardware. Simultaneously, the internet is winning the digital world of media (AI, social) and money (crypto, smart contracts). This succession has already occurred but has not been fully priced in by global markets.
While the U.S. employs aggressive, short-term tactics, China plays a long game. They use economic incentives and a 'friendly' image to win allies, which erodes America's global standing over time as nations seek a less volatile partner.
While the US diminishes its global standing through internal political chaos and attacks on institutions like science and universities, China is capitalizing on the void. The rise of globally recognized Chinese consumer brands like TikTok and BYD helps position China as a more stable and reliable international partner.
The US's global power is eroding due to debt and inflation. Trump's aggressive foreign policy is not random; it's a high-risk strategy to press America's current advantage and re-establish dominance before rivals like China can take over. The only alternative is accepting a managed decline.
Marco Rubio articulated Trump's foreign policy as a 'spheres of influence' model, a modern Monroe Doctrine. This framework cedes global leadership, envisioning a world where the U.S. controls the West, Russia controls its territory and Europe, and China controls Asia. This marks a fundamental shift from America's post-WWII role as a global superpower to a regional one.
China has undergone a radical transformation, from being opened by British coal-fired warships in the 19th century to now being a nation whose immense fossil fuel demand and green energy manufacturing dominance fundamentally reshapes the entire global geopolitical landscape.
The global energy transition is also a geopolitical race. China is strategically positioning itself to dominate 21st-century technologies like solar and EVs. In contrast, the U.S. is hampered by a legacy mindset that equates economic growth with fossil fuels, risking its future competitiveness.
From 2001 onwards, while the U.S. was militarily and economically distracted by the War on Terror, China executed a long-term strategy. It focused on acquiring Western technology and building indigenous capabilities in AI, telecom, and robotics, effectively creating a rival global economic system.
