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I’ve analysed the article about the ongoing trade tensions between the US and China. Here are the key points:

https://www.straitstimes.com/asia/east-asia/beijing-slams-appeasement-of-us-in-trade-deals-that-hurt-china

Key Trade War Developments

  • The US has imposed tariffs of up to 145% on many Chinese products, while other countries face a blanket 10% tariff.
  • China has responded with 125% tariffs on US goods (up from 84% previously)
  • These high tariffs have caused concerns about a global recession and market instability

Diplomatic Movements

  • Several US allies are negotiating with Washington to reduce tariffs:
    • South Korea’s finance and trade ministers are meeting in Washington this week
    • Japan’s tariff envoy recently met with President Trump, with PM Ishiba describing potential US-Japan talks as a “model for the world”
    • US Vice President J.D. Vance is visiting India for trade discussions.

China’s Response

  • China warned other nations against making deals with the US that compromise Beijing’s interests.
  • The Chinese Commerce Ministry stated: “Appeasement will not bring peace, and compromise will not be respected”
  • China threatened “reciprocal countermeasures” against countries that reach deals at its expense.

Other Developments

  • Trump claimed the US is in talks with China and is confident about reaching a deal.
  • China has not confirmed these talks but has called for dialogue
  • The US recently lowered the threshold for formal customs processing from $2,500 to $800
  • DHL announced it will temporarily suspend shipping parcels worth over $800 from businesses to individuals in the US

This article highlights the escalating tensions in global trade relations, with countries caught between maintaining ties with China and securing favorable deals with the US.

Recent Developments in the US-China Trade War

The current trade tensions between the US and China have escalated significantly in recent months, reaching unprecedented levels with tariffs that would have been unthinkable just a few years ago. Let me analyze the current situation, its potential trajectories, and whether the zero-sum framing might lead to more dangerous outcomes.

Current Escalation

The most recent development is the dramatic increase in tariffs on both sides:

  • US tariffs on Chinese goods have reached up to 145% on many products
  • China has responded by increasing its tariffs to 125% (up from 84%)
  • The US has imposed a blanket 10% tariff on most other countries

These tariff levels represent a significant intensification compared to previous trade disputes. The Trump administration appears to be using a maximum pressure approach, while China has vowed to fight “to the end.”

Diplomatic Realignment

A key strategic element of the current US approach appears to be isolating China by negotiating separate agreements with key Asian economies:

  • South Korea is engaged in high-level trade talks with the US, with major companies like Samsung and Hyundai vulnerable
  • Japan’s Prime Minister Ishiba is pursuing negotiations that could serve as a “model for the world”
  • India is hosting US Vice President Pence as they work toward a trade agreement

China has responded strongly to these moves, warning against “appeasement” and threatening “reciprocal countermeasures” against countries that make deals at China’s expense.

Zero-Sum Dynamics

The current situation increasingly resembles a zero-sum game for several reasons:

  1. Positional bargaining: Both sides take hard positions, treating any concession as a loss rather than seeking mutual benefit.
  2. Nationalist framing: The dispute is being portrayed in both countries as a matter of national pride and sovereignty.
  3. Third-party pressure: The US is creating a situation where other countries must choose sides, enforcing a binary framework.
  4. Strategic sector targeting: Both sides are targeting industries central to the other’s economic and security strategies (tech, agriculture, manufacturing).

The problem with zero-sum framing is that it can lead to escalation cycles. When trade is viewed as a contest where one side must win and the other must lose, it becomes increasingly challenging to find face-saving compromises.

Risk of Militarization

Could this escalate to military conflict? While direct military confrontation remains unlikely in the short term, the trade war creates several pathways for increased risk:

  1. Proxy conflicts: Economic pressure could lead to the intensification of existing proxy competitions in areas such as the South China Sea, the Taiwan Strait, or technology spheres.
  2. Accident escalation: As military posturing intensifies (through increased naval patrols and air defence zones), the risk of unintended incidents increases.
  3. Resource nationalism: If economic pressure leads to domestic instability, leaders might turn to more aggressive nationalism to maintain legitimacy.
  4. Strategic decoupling: As supply chains separate, the economic interdependence that has helped prevent conflict diminishes.
  5. Taiwan flashpoint: Economic pressure could alter calculations regarding Taiwan, which remains the most dangerous potential military flashpoint.

Outlook and Alternatives

Despite the concerning trajectory, there are reasons to believe that full military conflict remains unlikely:

  1. Nuclear deterrence: Both powers possess nuclear weapons, creating powerful incentives to avoid direct military confrontation.
  2. Economic interdependence: Despite efforts to decouple, the economies remain significantly intertwined.
  3. Domestic constraints: Neither leadership wants to risk the enormous costs of military conflict.
  4. Diplomatic channels: According to the article, negotiations between the countries are ongoing.

The more likely outcome is continued economic competition, with occasional negotiations resulting in partial agreements that keep tensions below the threshold of military conflict but remain costly for the global economy.

A positive-sum alternative would require reframing the relationship away from competition toward managed coexistence, with both sides accepting the other’s core interests while establishing more precise boundaries in areas of competition. However, the current rhetoric and actions suggest this reframing remains distant.

Impact of US-China Trade War on Singapore and ASEAN Supply Chains

The escalating trade tensions between the United States and China pose significant challenges for Singapore and other ASEAN economies, which are deeply integrated into global supply networks and often positioned between these competing powers.

Current Vulnerability Points

Singapore’s Exposure

Singapore is particularly vulnerable to trade war disruptions for several reasons:

  1. Trade-Dependent Economy: Trade accounts for approximately 300% of Singapore’s GDP, making it highly sensitive to global trade disruptions.
  2. Strategic Position: Singapore functions as both a physical and financial intermediary between China and Western markets.
  3. Re-export Vulnerability: Many Chinese goods are processed or transshipped through Singapore to the US and vice versa, making them susceptible to origin scrutiny and potential accusations of tariff circumvention.
  4. Technology Sector Exposure: Singapore’s growing technology sector is caught between US restrictions on tech exports to China and Chinese countermeasures.

ASEAN Supply Chain Integration

ASEAN’s broader supply chains face similar challenges:

  1. Manufacturing Integration: Countries like Vietnam, Malaysia, and Thailand have components moving across borders multiple times before final assembly, often involving both Chinese and US technologies.
  2. Preferential Trade Pressure: As mentioned in the article, the US is applying pressure on ASEAN countries to negotiate individual deals potentially at China’s expense, forcing difficult choices.
  3. Investment Uncertainty: The unpredictability of tariff escalations makes long-term investment planning difficult across the region.

Short-Term Disruption Effects

Supply Chain Reorganisation Costs

  1. Compliance Burden: Companies must invest substantial resources to track the origins of components and ensure tariff compliance.
  2. Inventory Buildup: Uncertainties are leading to increased stockpiling, which raises costs and strains logistics infrastructure.
  3. Shipping Disruptions: The article mentions that DHL has suspended shipments over $800 to the US, which will impact e-commerce and SMES across ASEAN.

Price and Competition Effects

  1. Margin Compression: ASEAN manufacturers often operate on thin margins that cannot absorb 100 %+ tariffs.
  2. Competitive Disadvantage: If South Korea, Japan and India secure preferential agreements with the US (as the article suggests they’re pursuing), Singapore and other ASEAN countries could face relative disadvantage.

Medium-Term Adaptation Strategies

Supply Chain Reconfiguration

  1. China+1 Acceleration: The trend of companies maintaining Chinese operations while developing alternative production bases in countries like Vietnam and Indonesia will accelerate.
  2. Manufacturing Fragmentation: Production processes may be increasingly split to navigate tariff structures, with different stages occurring in different countries.
  3. Documentation Focus: Singapore’s logistics sector will likely invest heavily in origin certification technology to ensure goods can navigate complex tariff regimes.

Strategic Positioning

  1. ASEAN Collective Bargaining: There may be increased pressure for ASEAN to negotiate as a bloc rather than allowing individual deals that could undermine regional integration.
  2. Singapore as Neutral Arbiter: Singapore could leverage its traditionally balanced position to serve as an intermediary financial and legal hub for US-China business despite tensions.

Long-Term Structural Impacts

Regionalisation vs. Globalisation

  1. Regional Value Chains: Rather than truly global supply chains, we may see stronger regional networks developing in East Asia with less US integration.
  2. Strategic Sectors Insulation: Critical sectors such as semiconductors, pharmaceuticals, and advanced manufacturing may develop redundant supply chains specific to either the Chinese or US spheres.
  3. Digital Services Separation: Singapore’s growing digital economy may need to develop separate compliance structures for the US and Chinese regulatory regimes.

Opportunities Amid Disruption

  1. Arbitrage Potential: Singapore’s sophisticated financial and legal systems position it to manage complex cross-border transactions despite trade barriers.
  2. Neutrality Premium: If Singapore can maintain relationships with both powers, its role as a trusted intermediary could become more valuable.
  3. Supply Chain Technology: The need for more sophisticated supply chain tracking and management creates opportunities for Singapore’s technology sector.

The current extreme tariff levels (145% US tariffs on Chinese goods and 125% Chinese tariffs on US goods) are likely unsustainable in the long term. Still, they are accelerating structural changes in regional supply chains that will persist even if tariff rates eventually moderate. Singapore and ASEAN must navigate these changes carefully, striking a balance between economic imperatives and increasingly complex geopolitical pressures.

ASEAN’s Potential Solutions to US-China Trade War Supply Chain Disruptions

ASEAN has several strategic options to address the supply chain challenges created by the US-China trade tensions. As a regional bloc representing a market of over 650 million people with significant manufacturing capabilities, ASEAN possesses collective leverage that individual member states lack.

Regional Integration Solutions

Deepening Intra-ASEAN Trade

  1. Accelerating ASEAN Economic Community (AEC) Implementation
    • Expedite remaining tariff reductions within ASEAN
    • Address non-tariff barriers that still impede intra-regional trade
    • Harmonise standards and certification processes to reduce compliance costs
  2. Regional Cumulation of Origin
    • Expand rules allowing components from multiple ASEAN countries to qualify as “ASEAN origin”
    • Create a unified origin certification system for exports to third countries.
    • Develop digital traceability platforms specific to ASEAN manufacturing networks.

Strengthening Regional Trade Agreements

  1. Regional Comprehensive Economic Partnership (RCEP)
    • Leverage RCEP (which includes ASEAN, China, Japan, South Korea, Australia and New Zealand) to create alternative supply chains less dependent on US markets
    • Develop implementation mechanisms that simplify compliance for SMEs
    • Expand product coverage for preferential treatment
  2. Strategic Free Trade Agreement Expansion
    • Pursue bloc-wide agreements rather than bilateral deals that could fragment regional integration
    • Explore new agreements with emerging markets in South Asia, Middle East, and Africa to diversify export destinations

Collective Diplomatic Approaches

Unified Negotiation Stance

  1. ASEAN Joint Position on Trade
    • Develop common positions on issues like digital trade, intellectual property, and supply chain resilience
    • Present a united front in negotiations with both the US and China
    • Resist pressure for individual countries to make concessions that undermine regional interests
  2. Neutrality as a Strategic Asset
    • Position ASEAN as a neutral economic zone that maintains productive relations with both superpowers
    • Resist being forced to choose sides in specific technological or regulatory domains

Infrastructure and Connectivity Solutions

Physical Infrastructure

  1. Strategic Port and Logistics Development
    • Accelerate implementation of the Master Plan on ASEAN Connectivity
    • Prioritize cross-border infrastructure projects that reduce dependence on any single trade corridor
    • Develop alternative shipping and air cargo routes that can bypass potential disruption points
  2. Digital Infrastructure
    • Expand region-wide digital payment systems and e-commerce platforms
    • Develop ASEAN data governance frameworks that balance US and Chinese approaches
    • Invest in autonomous regional cloud infrastructure

Industrial Policy Coordination

Strategic Sector Development

  1. Critical Supply Chain Mapping and Intervention
    • Identify essential products and components where ASEAN is overly dependent on either US or Chinese inputs
    • Develop targeted incentives for localization of critical production
    • Create emergency stockpiling mechanisms for essential industrial inputs
  2. Manufacturing Complementarity
    • Coordinate industrial policies to avoid wasteful competition for investment
    • Develop specialized manufacturing zones that complement rather than compete with each other
    • Encourage intra-ASEAN investment in manufacturing capacity

Financial and Trade Facilitation

Financial Resilience

  1. Local Currency Settlement Expansion
    • Reduce dependence on USD or RMB for regional trade
    • Expand the ASEAN+3 currency swap arrangements
    • Develop ASEAN payment mechanisms resilient to external financial sanctions
  2. Supply Chain Financing
    • Create regional financing mechanisms specifically for supply chain restructuring
    • Develop ASEAN standards for supply chain due diligence that satisfy both US and Chinese requirements
    • Launch regional initiatives to help SMEs manage compliance costs

Implementation Challenges

Despite these potential solutions, ASEAN faces significant challenges:

  1. Diverse Development Levels: The economic disparity between Singapore and countries like Myanmar or Laos makes unified approaches difficult
  2. Sovereignty Concerns: Member states often prioritise national interests over regional integration
  3. External Pressure: Both China and the US may pressure individual ASEAN members to make bilateral concessions
  4. Implementation Capacity: Many proposed solutions require technical capabilities that vary widely across member states

Nevertheless, the current trade tensions create a compelling incentive for ASEAN to overcome these challenges and deepen regional cooperation as a hedge against great power competition. By presenting a united front and offering itself as a neutral production base with access to both markets, ASEAN could turn geopolitical challenges into strategic opportunities for regional economic integration.

ASEAN’s Potential Pivot Toward China Amid US-China Trade War

The escalating US-China trade war could accelerate a shift in ASEAN’s economic orientation more toward China. While ASEAN has historically maintained balanced relationships with both powers, several factors may now drive a greater tilt towards China in the region’s economic relationships.

Structural Factors Favouring a China Pivot

Geographic and Economic Gravity

  1. Proximity Advantage
    • Physical closeness reduces shipping costs and times, particularly important during supply chain disruptions
    • Integrated land connections via initiatives like the China-Laos Railway and planned Malaysia-Singapore rail links
    • Easier coordination across similar time zones for business operations
  2. Economic Scale and Growth Trajectory
    • China remains ASEAN’s largest trading partner (over $975 billion in 2023)
    • China’s economy continues to grow faster than the US despite slowdowns
    • Expanding Chinese consumer market offers growth potential for ASEAN exports

Trade Policy Dynamics

  1. Tariff Asymmetry
    • The current US tariff structure (145% on Chinese goods vs 10% on others) creates immediate incentives to route production through ASEAN
    • Chinese investments in ASEAN manufacturing could rapidly increase to circumvent US tariffs
    • US scrutiny of origin rules may paradoxically accelerate genuine manufacturing shifts to ASEAN
  2. Regional Trade Architecture
    • RCEP implementation creates a China-inclusive framework for regional trade
    • China has shown flexibility on many non-tariff barriers in its ASEAN engagement
    • US withdrawal from TPP reduced its economic policy leadership in the region

Recent Developments Accelerating the Trend

Chinese Strategic Engagement

  1. Investment Redirection
    • Chinese outbound investment increasingly focuses on ASEAN as US access becomes more restricted
    • Infrastructure projects under BRI (Belt and Road Initiative) create physical connectivity biased toward China
    • Chinese technology companies facing US restrictions increasingly establish ASEAN regional hubs
  2. Supply Chain Integration
    • Chinese manufacturers actively building “China+ASEAN” production networks
    • Rising wage costs in China already driving manufacturing shifts to Vietnam, Cambodia, and Indonesia
    • Chinese companies bringing suppliers and technology ecosystems with them

US Policy Constraints

  1. Negotiation Approach
    • As noted in the article, the US is pursuing bilateral deals rather than regional frameworks
    • Pressuring individual countries (like South Korea and Japan) creates divisions rather than regional coherence
    • Warning language from China about “appeasement” creates political costs for US alignment
  2. Investment Limitations
    • US investment in the region focuses more on services and high-tech than manufacturing
    • US companies have been slower to develop alternative supply chains compared to Chinese counterparts
    • American emphasis on political conditions for economic engagement creates friction

Country-Specific Pivot Potentials

High Potential for China Pivot

  1. Cambodia and Laos
    • Already heavily dependent on Chinese investment and trade
    • Limited US economic engagement provides little counterbalance
    • Infrastructure increasingly oriented toward Chinese connectivity
  2. Myanmar
    • Post-coup Western sanctions push military government toward China
    • Chinese resource investments and infrastructure projects create structural dependencies
    • Border trade increasingly critical for economic survival

Medium Pivot Potential

  1. Thailand and Malaysia
    • Significant trade relationships with both powers but growing Chinese investment
    • Strategic positioning as manufacturing alternatives to China for Western companies
    • Carefully balancing relations but economic gravity pulling toward China
  2. Indonesia
    • Resource exports (particularly critical minerals) increasingly directed to China
    • Chinese investments in infrastructure and manufacturing growing rapidly
    • Maintaining strategic autonomy but economic ties to China strengthening

More Balanced Positioning

  1. Vietnam
    • Despite deep economic integration with China, maintains political wariness
    • Actively courting Western investment as a China alternative
    • Strategic concerns about Chinese dominance moderate economic alignment
  2. Philippines
    • Security ties with US create counterbalance to economic gravity
    • Territorial disputes with China complicate economic integration
    • Current administration attempting to balance relations with both powers
  3. Singapore
    • Highly globalized economy with strong ties to both powers
    • Strategic interest in maintaining neutrality and rules-based economic order
    • Sophisticated positioning as intermediary rather than choosing sides

Strategic Implications of a China Pivot

Regional Architecture Evolution

  1. Economic Institutionalization
    • China-centered supply chains could drive more formalized economic architecture
    • Yuan internationalization may accelerate in regional trade
    • Standards and certifications could increasingly reflect Chinese preferences
  2. Strategic Autonomy Concerns
    • Increased economic dependence on China could constrain ASEAN’s freedom of action
    • Critical infrastructure and digital systems may become more aligned with Chinese standards
    • Technology ecosystems might gradually separate into Chinese and Western spheres

The trade war appears to be accelerating trends that were already underway, creating conditions where economic pragmatism may drive ASEAN into closer alignment with China despite political and security concerns about overdependence. While ASEAN will continue attempting to balance relations with both powers, the immediate economic imperatives created by extreme US tariffs on China may create path dependencies that prove difficult to reverse, even if trade tensions eventually moderate.

Historical Shifts in Imperial Power Through Global Conflicts

Global wars have historically served as transformative events that dramatically redistribute power between empires and nation-states. These conflicts accelerate existing trends, reveal hidden weaknesses, create new power vacuaries, and fundamentally alter the international order.

The Napoleonic Wars: Britain’s Rise to Global Dominance

The Napoleonic Wars (1803-1815) marked a crucial transition in global power:

  1. Naval Supremacy Consolidation
    • Britain’s victory at Trafalgar (1805) established uncontested naval dominance
    • This naval power became the foundation for a century of British imperial expansion
    • France’s continental focus ultimately proved insufficient against Britain’s global reach
  2. Economic Transformation
    • Britain’s industrial revolution accelerated during the conflict
    • War financing innovations strengthened London as a financial center
    • Continental Europe’s productive capacity suffered extensive damage

The outcome established Britain as the dominant global power for the next century, demonstrating how war can accelerate technological advantages and create lasting power differentials.

World War I: Imperial Fracturing and American Emergence

World War I (1914-1918) fundamentally reshaped the global order:

  1. Imperial Collapse
    • Four major empires disintegrated: Ottoman, Austro-Hungarian, German, and Russian
    • Colonial subjects witnessed European vulnerability, planting seeds for independence movements
    • Britain and France appeared victorious but suffered irreparable economic and demographic damage
  2. America’s Economic Ascendance
    • The US transformed from debtor to creditor nation
    • American industrial capacity expanded dramatically while Europe’s contracted
    • The war accelerated the financial center shift from London to New York

While maintaining an isolationist posture politically, the United States emerged as the world’s strongest economic power, demonstrating how global conflicts can accelerate power transitions already underway.

World War II: The Bipolar Order Emerges

World War II (1939-1945) caused the most dramatic power redistribution in modern history:

  1. European Imperial Collapse
    • Britain and France’s imperial positions became untenable after the war
    • Military overextension and financial exhaustion accelerated decolonisation
    • Japan’s early victories permanently shattered the myth of Western invincibility in Asia
  2. Superpower Emergence
    • The United States and the Soviet Union emerged as the dominant powers
    • American economic dominance reached unprecedented levels (nearly 50% of global GDP)
    • Military technology (particularly nuclear weapons) created a new power calculus
  3. Global Institutions
    • The post-war order established institutions (UN, IMF, World Bank) that reflected new power realities
    • Economic frameworks like Bretton Woods institutionalised American economic leadership

This conflict completely reshaped the international order, replacing a multipolar imperial system with a bipolar superpower competition.

Cold War End: Unipolar Moment

While not a hot war, the Cold War’s conclusion demonstrated how imperial overextension can lead to collapse:

  1. Soviet Imperial Overreach
    • Military spending is unsustainable relative to the economic base
    • Imperial control costs in Eastern Europe and Afghanistan drained resources
    • The technological gap widened as innovation systems faltered
  2. American Unipolar Position
    • The US emerged with an uncontested military, economic, and ideological position
    • Dollar dominance and financial system control created unprecedented influence
    • American-led globalisation expanded rapidly into former Soviet spheres

This transition showed how, even without direct military confrontation, imperial systems can collapse when overstretched and outcompeted.

Common Patterns in Power Transitions

Analysing these historical cases reveals several consistent patterns:

  1. Economic Foundation Primacy
    • Military power ultimately follows economic capacity
    • Wars accelerate economic divergence between powers
    • Financial system control often transitions before military dominance
  2. Technology Acceleration
    • Conflicts drive rapid technological innovation and adoption
    • Powers that enter wars with technological advantages often exit with even greater leads
    • Military technology breakthroughs frequently translate to civilian economic advantages
  3. Institutional Entrenchment
    • Rising powers establish institutions that legitimise and extend their influence
    • These institutions often outlast the peak power of their creators
    • Control of global commons (seas, air, space, now cyberspace) becomes formalized
  4. Imperial Overextension
    • Declining powers often fail to recognize unsustainable commitments
    • Military spending beyond economic capacity accelerates decline
    • Defense of imperial positions diverts resources from domestic innovation

Implications for Current US-China Competition

Applied to the current situation, these historical patterns suggest:

  1. Economic Foundations
    • Manufacturing capacity shifts to China mirror previous imperial transitions
    • Financial system control remains firmly American, unlike previous transitions
    • Technological competition is more balanced than in previous transitions
  2. Institutional Competition
    • China is creating parallel institutions (AIIB, BRI) while the US maintains legacy system control
    • Neither power has the clear institutional advantage characteristic of previous transitions
    • Regional subsystems (like ASEAN) have more agency than in previous transitions
  3. Conflict Acceleration Risk
    • Historical transitions have rarely occurred peacefully
    • The current trade war could represent the early stages of a more comprehensive competition
    • Nuclear weapons create restraints absent in previous transitions

While historical analogies have limitations, particularly given nuclear deterrence and economic interdependence, the pattern of global conflicts accelerating imperial transitions suggests the current US-China trade tensions could represent an early phase of a more fundamental power realignment.


Strategic Infrastructure Integration

  1. Physical Connectivity: China’s infrastructure proposals create lasting dependencies:
    • The Vietnamese rail links would enable “Vietnam to plug into transcontinental rail networks”
    • These projects represent “strategic infrastructure cooperation” that binds economies together
  2. Supply Chain Integration: The 45 agreements with Vietnam specifically cover supply chains, creating mutual economic interests that are difficult to unwind.
  3. Long-Term Alignment: Infrastructure projects have decades-long timeframes, effectively locking in Chinese influence regardless of political changes.

Forcing Difficult Diplomatic Calculations

  1. Balanced Approach Becomes Harder: ASEAN’s traditional strategy of balancing great powers becomes more difficult:
    • The article notes these countries “cannot afford to anger Mr Trump, given the size of the US market”
    • Yet they also “welcome Chinese investments”
    • This creates internal tension in their foreign policy
  2. Path of Least Resistance: As maintaining balanced relationships becomes more challenging, the consistent Chinese approach may appear more appealing than the volatile US stance.
  3. Collective Security Concerns: ASEAN unity faces pressure as individual nations make different calculations about how to respond to US tariffs.

Regional Identity Reinforcement

  1. Shared Asian Experience: Trump’s broad tariffs on multiple Asian countries reinforce a sense of common cause:
    • China can position itself as a fellow Asian power, understanding regional concerns
    • The contrast between Western and Eastern approaches becomes more pronounced
  2. Alternative Regional Order: China can present ASEAN-China cooperation as part of a broader Asian century narrative:
    • The article notes Beijing’s strategy of “wresting influence from the US”
    • China offers a vision where Asian nations determine their own economic future
  3. Shared Adversity: Facing standard US pressure creates solidarity that China can leverage diplomatically.

Long-Term Implications for Regional Architecture

  1. Economic Integration Acceleration: US tariffs may inadvertently accelerate the region’s economic integration with China:
    • The article mentions China has “already diversified trade to reduce its reliance on the US”
    • ASEAN nations may follow this model out of necessity
  2. Alternative Frameworks: Pressure may increase ASEAN’s receptiveness to China-led initiatives, such as the RCEP,P while decreasing enthusiasm for US-led frameworks.
  3. Diplomatic Realignment: The article suggests China sees the trade war as “just one front in a much larger contest for global influence” – and Trump’s approach appears to be unintentionally ceding ground in this contest.

Conclusion

While ASEAN nations will continue attempting to balance relations with both powers, Trump’s aggressive tariff approach appears to be creating conditions that make closer alignment with China both economically necessary and diplomatically appealing in the short term. This runs counter to the stated US strategic objectives in the region and demonstrates how economic coercion, lacking diplomatic finesse, can produce counterproductive outcomes in complex regional environments.

The article suggests that China is well aware of this dynamic, with Xi carefully playing the long game of regional influence. At the same time, Trump focuses on immediate economic confrontation—a contrast that may ultimately shift the regional centre of gravity toward Beijing, despite Washington’s intentions.

Science Fiction’s Vision of Eastern Power Ascendance

Many science fiction works have indeed explored scenarios where global power shifts eastward following major conflicts or societal transformations. This trend reflects both geopolitical anxieties and observations about changing global dynamics.

Major Science Fiction Works Depicting Eastern Ascendance

Classic Works

  1. Frank Herbert’s “Dune” series (1965-): This series takes place in a future where Eastern and Islamic cultural influences have merged with Western elements, with concepts like “Zensunni” philosophy demonstrating the enduring influence of Eastern thought.
  2. Philip K. Dick’s “The Man in the High Castle” (1962): While focusing on Japanese/German victory in WWII rather than WWIII, it explores themes of Eastern cultural and political influence in America.

Cyberpunk Movement

  1. William Gibson’s “Neuromancer” and the Sprawl trilogy (1984-1988:depicts a world dominated by Japanese zaibatsu (corporations), with Eastern economic and technological supremacy following the decline of American dominance.
  2. Neal Stephenson’s “Snow Crash” (1992): Features remnants of America under heavy East Asian influence, particularly from Chinese and Japanese corporate entities.

Contemporary Works

  1. Liu Cixin’s “The Three-Body Problem” trilogy (2008-2010): Although not explicitly set in the post-WWII era, it presents China as a central power in humanity’s response to existential threats.
  2. David Wingrove’s “Chung Kuo” series (1989-1997): Set in a future where China has become the dominant world power and restructured global society.
  3. Kim Stanley Robinson’s “Red Mars” trilogy (1992-1996): Features China as one of the dominant powers in space colonisation efforts.

Common Themes in Eastern Ascendance Fiction

  1. Technological Leadership: Many works portray Eastern nations (particularly China, Japan, and a pan-Asian coalition) as technological innovators, especially in robotics, cybernetics, and artificial intelligence.
  2. Cultural Resilience: Eastern philosophical systems and social structures are often depicted as more adaptable to post-apocalyptic or resource-scarce environments.
  3. Economic Dominance: The Eastern economic model, often featuring state capitalism or a corporate-state hybrid, frequently supplants Western economic systems.
  4. Demographic advantages, as some studies emphasise, are factors in post-conflict resilience, particularly in Eastern populations and social cohesion.

Historical Context for These Predictions

Science fiction’s vision of Eastern ascendance reflects several real-world trends and anxieties:

  1. Cold War Anxieties: Earlier works often responded to the perceived decline of the West in the face of Soviet and Eastern bloc advancement.
  2. Japan’s Economic Rise: The 1980s,, in particularr, reflected American anxiety about Japan’s growing economic power.
  3. China’s Growth Trajectory: Recent works reflect observations about China’s increasing economic and technological influence.
  4. Post-Western World Order: Contemporary science fiction increasingly portrays multipolar worlds where Western dominance has come to an end.

While these fictional scenarios don’t predict actual World War 3 outcomes (since that conflict hasn’t occurred), they do reflect ongoing speculation about how global power dynamics might evolve following major systemic disruptions.

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