Features
One Year Into Europe’s Rearmament, Where Does Australia Stand?
Published
1 month agoon
As global attention shifts toward the conflict between Israel and Iran, the Russia-Ukraine war appears to be gradually moving away from the centre of international headlines. Europe, Russia and China have all appeared relatively subdued on the surface, with none of the dramatic diplomatic clashes or military mobilisation seen in the early stages of the war. But silence does not mean stagnation. On the contrary, away from the spotlight, a deeper strategic restructuring is quietly unfolding.
Among the most significant developments is the European Union’s “ReArm Europe” initiative proposed last year.
Reshaping the order
In March last year, the United States announced a suspension of part of its military aid to Ukraine, sending shockwaves through Europe’s security architecture. Around the same time, the European Union formally launched its “Readiness 2030” defence plan, proposing up to €800 billion in military and defence investment.
The plan focuses on joint weapons procurement, expanding defence industrial capacity, strengthening air defence systems, drone and artillery production, while continuing support for Ukraine.
This is not simply an increase in defence spending, but a signal of a broader historical shift.
For decades, Europe was built on one central assumption: security would be guaranteed by the US-led transatlantic system, allowing Europe to focus on economic growth, welfare and market integration. However, as Washington’s strategic focus shifted toward the Indo-Pacific and President Donald Trump returned to the White House with a different stance on NATO and aid to Ukraine, Europe has begun to realise that the security framework underpinning the post-war order may no longer be stable.
The question is no longer whether Europe needs defence, but whether the system that once provided Europe with security still truly exists. The implications of this shift also extend far beyond Europe itself.
For Australia, which has long relied on US security guarantees and remains deeply tied to the Anglo-American strategic system, Europe’s rearmament raises a similarly sensitive and practical question: as the world moves back toward militarisation and American security commitments become increasingly conditional, can Australia still assume the old order will remain intact?
The end of the peace dividend
Since the end of the Cold War, Europe has existed in what was often described as the era of the “peace dividend”.
Following the collapse of the Soviet Union and the end of East-West confrontation, many European countries reduced defence spending, downsized their militaries and allowed defence industries to decline. Security was treated as an established condition, while economic growth, free markets and regional integration became the core priorities of European politics.
For nearly three decades, this arrangement was considered almost self-evident, with many believing that large-scale war had disappeared from the European continent. That assumption is now rapidly reversing.
From Germany’s announcement of a €100 billion special defence fund, to large-scale military expansion across Northern and Eastern Europe, and the EU’s push for joint defence investment and industrial cooperation, European military spending is rising at a pace unseen since the Cold War.
Countries are reopening arms production lines, increasing ammunition stockpiles and discussing joint defence and rapid deployment mechanisms. Europe’s strategic thinking is undergoing a fundamental transformation.
European Commission President Ursula von der Leyen reflected this atmosphere during a joint press conference in 2023, stating that Europe must adopt “a bolder security policy” and build defence capabilities capable of sustaining long-term wars and crises.
This is not merely a numerical increase in spending, but a shift in policy logic itself.
When America becomes uncertain
If the Russia-Ukraine war was the trigger for Europe’s rearmament, the deeper driving force may actually be uncertainty surrounding the United States.
For decades, Europe’s security structure rested on a core assumption: regardless of global developments, the United States would ultimately intervene and guarantee Europe’s security. From NATO to US troop deployments across Europe, the transatlantic order was treated as a permanent reality and enabled Europe to reduce military spending while prioritising economic development.
That assumption is now beginning to weaken.
From Trump-era demands for NATO allies to dramatically raise defence spending, to fluctuating US support for Ukraine and increasingly ambiguous American security commitments, Washington’s role has become less predictable.
For Europe, this uncertainty may be even more destabilising than Russia itself. What worries Europe is not only external threats, but whether the United States is still willing to bear the cost of intervention when crises emerge.
If the Cold War question was “will the enemy attack?”, today’s question has become “will the ally still show up?”
As security can no longer be fully outsourced, Europe has little choice but to rebuild its own defence capabilities.
The concept of “strategic autonomy”, once championed mainly by France and viewed by some European states as overly idealistic, is increasingly shifting from political slogan to practical policy.
Europe has realised that while it may still need the United States, it can no longer fully depend on it. But autonomy comes at a cost.
The ability to disagree
Germany and Spain have emerged as two of the most active participants in Europe’s rearmament efforts.
Germany’s defence spending is expected to rise from €95 billion in 2025 to €162 billion by 2029, while Berlin is also reviving military conscription with plans to expand troop numbers to around 460,000 personnel. For a country that suppressed its military role for decades after World War II, the shift is highly symbolic.
At the same time, these countries have begun displaying greater diplomatic independence than in previous years.
On issues ranging from the Gaza war and tariffs on China, to Iran and NATO military deployments, Germany has not always fully aligned itself with the United States.
In early 2026, Germany also led efforts to establish the “E6” alliance alongside France, Poland, Spain, Italy and the Netherlands. The grouping is seen as an attempt to form a new European core bloc focused on rare earth resources, defence industries, energy and strategic supply chains, while reducing internal EU decision-making constraints.
To some observers, the move represents an extension of the idea of a “multi-speed Europe”, in which major powers integrate first to create a more agile strategic centre.
Spain has also increasingly diverged from Washington’s positions.
During the recent US and Israeli military actions against Iran, Spain openly opposed the operations and refused to allow certain American military bases on Spanish territory to be used for support activities. Reports later emerged that Washington was considering trade pressure against Spain, highlighting how tensions between Europe and the United States are now moving beyond diplomatic disagreements into deeper strategic conflicts.
Taken together, these developments suggest Europe is increasingly preparing for a world in which American leadership may no longer be guaranteed.
This does not mean Europe seeks a break with the United States. NATO remains the core framework of European security, and the US is still Europe’s most important military power. However, Europe has begun recognising that the old order — in which the US led and Europe followed — is gradually weakening.
A new geopolitical centre of gravity may already be forming.
Australia’s place in a changing world
For Australia, these changes are particularly significant.
Australia’s security outlook has long been shaped by geography. As a continent surrounded by oceans, Australia has faced few direct land-based threats, while neighbouring countries have historically lacked the military capacity to mount a full-scale challenge.
This is why Australian defence thinking traditionally focused on “forward defence” and reliance on allies.
That environment is now changing.
As China’s influence in Pacific island nations expands — through ports, security agreements and infrastructure projects — Beijing is increasingly entering what Australia once regarded as its strategic backyard.
This does not necessarily mean China intends to launch military action against Australia, but it does suggest Australia’s surrounding strategic environment is being reshaped.
The real issue may not be whether China would attack Australia, but whether Australia can still assume control over its surrounding region as it once did.
From a purely military perspective, directly invading Australia would be extremely costly. Australia’s vast territory, dispersed population and lack of concentrated strategic targets reduce its attractiveness as a military objective.
For China, economic influence through trade, investment and diplomacy is likely far more effective than war in achieving access to resources or strategic leverage.
But this also reflects a broader reality: future great power competition may not necessarily take the form of conventional war.
Instead, competition may increasingly involve supply chains, technological penetration, ports, infrastructure, energy dependence, cyber systems and information influence.
In other words, the definition of security itself is changing.
Rethinking Australia’s position
If Europe’s rearmament exposes fractures in the post-war order, Australia faces a deeper question: how should it reposition itself amid this global restructuring?
For decades, Australia’s security policy has rested on two pillars — military reliance on the United States and historical and intelligence ties with Britain.
From ANZUS to AUKUS, these relationships have continued to deepen. Australian strategic thinking has largely been built around the Anglo-American security framework.
But if American commitments to Europe are no longer guaranteed, can Australia still assume it will always remain a priority?
This is not an argument against the importance of the US-Australia alliance, but a recognition of its potential vulnerabilities.
In an increasingly multipolar and fragmented world, overreliance on a single security provider may itself become a strategic weakness.
Should US domestic politics shift further inward, middle-power allies such as Australia may face growing pressure to develop greater strategic autonomy.
This raises another question that Australia has rarely confronted seriously: beyond the United States, are there alternative forms of security cooperation?
Europe as a partner?
Historically, Australia’s defence cooperation with Europe has remained relatively limited, partly because Europe itself long depended on American protection.
But this may now be changing.
As Europe expands its defence industries and pursues more independent strategic frameworks, countries such as France and Germany may increasingly emerge not only as economic partners, but also as important security actors.
France in particular already maintains overseas territories and military presence throughout the Pacific, from New Caledonia to French Polynesia.
Europe has always existed within Australia’s broader strategic environment — it simply was not previously viewed as a major security player.
As the United States becomes less predictable, Australia may need to consider deeper military and technological cooperation with Europe.
Australia is, in many ways, a geographically isolated country. Compared with Europe or Asia, Australians have historically faced fewer direct military threats, resulting in less public focus on defence and security issues.
Geographical distance long provided a sense of safety.
But in the era of drones, cyber warfare, satellite surveillance and supply-chain competition, distance is becoming less meaningful.
Australia can no longer rely solely on geography for protection.
This means Australia may need to place greater emphasis on international cooperation, technological capability and regional diplomacy, rather than relying exclusively on traditional military alliances.
Defence industry and strategic resilience
Europe’s rearmament also highlights another lesson for Australia: defence is not only a military issue, but an industrial one.
Australia’s defence model has long relied heavily on foreign suppliers, with most major military platforms sourced from the United States or allied nations.
During periods of stable globalisation, this model appeared efficient. But in periods of geopolitical tension, supply chain disruption or regional conflict, dependence can quickly become vulnerability.
In wartime, countries prioritise their own needs. Shortages of missiles, semiconductors, rare earths, energy and critical components could leave Australia exposed.
The war in Ukraine has already demonstrated how even European countries struggled with ammunition shortages.
Australia’s most symbolic defence initiative in recent years has been the AUKUS nuclear submarine partnership.
The project reflects Australia’s strategic anxiety — a desire to establish stronger long-range deterrence capabilities in the Indo-Pacific.
But nuclear submarines remain primarily strategic tools with limited broader impact.
By contrast, Europe is increasingly focused on rebuilding domestic defence manufacturing and linking military spending with industrial development.
From drones and air defence systems to AI-based military technologies, Europe is shifting toward a more flexible, technologically advanced and decentralised defence model.
Such an approach not only strengthens strategic autonomy, but also drives research, supply-chain integration and advanced manufacturing.
This remains an area where Australia still lags behind.
Multiculturalism and internal pressure
Australia’s multicultural structure also complicates the implications of global fragmentation.
As a highly immigrant-based society, Australia maintains deep cultural, economic and demographic links with many parts of the world.
Chinese, Middle Eastern, Indian and European communities all contribute to Australia’s diversity, which has long been considered one of the country’s strengths.
In the era of globalisation, multiculturalism enhanced Australia’s international connections and provided advantages in talent, language and diplomacy.
But as the world moves toward greater geopolitical confrontation, diversity may also create new pressures.
Political conflicts overseas increasingly spill into Australian society through protests, ethnic tensions, hate speech, disinformation and foreign influence campaigns.
This does not mean multiculturalism itself is a problem, but rather that Australia can no longer remain insulated from global conflicts as easily as it once could.
International crises are no longer distant diplomatic issues — they increasingly affect domestic politics, public sentiment and national security.
Future security challenges may therefore involve not only military threats, but also the ability to maintain social cohesion, openness and democratic values in a fragmented world.
The more unstable the international environment becomes, the harder it is for Australia to remain detached from it.
A fragmenting world
The world is shifting from unipolarity toward multipolar competition, from outsourced security toward strategic autonomy, and from traditional military power toward technologically driven warfare.
The era defined by American dominance, globalisation, low conflict and low militarisation is gradually fading.
In its place is emerging a more unstable world shaped by supply chains, strategic competition and geopolitical rivalry.
For Australia, this is not simply a trend to observe, but a reality that must be confronted.
As old security structures become less stable, the central question for Australia is no longer simply “which side to stand on”, but how to build resilience and capability amid uncertainty.
That includes reconsidering relations with the United States, Britain and Europe, while also rethinking the connections between defence, technology, energy and industry.
Future security competition may ultimately depend less on military strength alone and more on overall national capability.
The world is changing — and the pace of change may be faster than governments can adapt.
The question has never been whether change will come, but how many countries will be prepared once the old order truly ends.
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What had happened in Beijing on 4 June 1989 altered the course of many people’s lives.
In the aftermath, the Chinese government implemented a ‘memory-erasing therapy’ strategy to remove the numbers ‘89’ and ‘64’ from Chinese society; to this day, this can be considered a ‘success’, as China’s younger generation either remains unaware of this incident or regards it as historical incident with no bearing on their own lives. Hong Kong, however, was still under British rule at the time of the 4 June incident. Based on the information they received, Hongkongers came to regard 4 June as a patriotic democratic movement, and commemorative events have been held every year. To this day, 8964 remains in the hearts of the majority of Hongkongers.
Two weeks ago, in the case where the Hong Kong Alliance in Support of Patriotic Democratic Movements in China was charged by the government with violating the National Security Law, Tonyee Chow Hang-tung, the Alliance’s vice-chairperson and a co-defendant, delivered a well-reasoned and measured closing statement. The arguments put forward by Tonyee Chow continue to weigh heavily on my mind; I cannot shake them from my thoughts. In this issue’s feature, I invite readers in Australia to reflect together on this significant event, which has similarly shaped the lives of overseas Chinese communities.
Though still a child when the June Fourth incident occurred, Tonyee Chow has attended the commemorative events organised by the Alliance in Victoria Park every year alongside her parents; these gatherings have once drawn crowds of over millions of Hong Kong residents. These annual June 4th gatherings in Victoria Park, calling for an end to one-party rule and the vindication of the June 4th incident, were never regarded as a threat to national security. After Hong Kong’s handover in 1997, right up until 2020, the Chinese government and national leaders never suggested that these commemorative events posed a threat to national security. This indicates that, at the time, Chinese leaders considered such commemorations to be permissible in Hong Kong. However, since 2020, these commemorative events have been deemed by the Hong Kong government to be in breach of the National Security Law.
The Hong Kong government is, of course, entitled to enact legislation or interpret the law to deem certain acts occurring in Hong Kong to be illegal. However, as someone living in Australia, if I were to continue to express my personal views on the 4 June incident here, or to hold individual or collective commemorative activities in my home in Melbourne or within my local community, or to write feature articles and commemorative pieces on the subject – provided these are not carried out in Hong Kong – I believe this would not contravene the national security laws of either Hong Kong or China. In Australia, questioning the government’s administration, or holding opposing views on policies and actions taken by the government today or in the past, is a fundamental right of citizenship, provided it is not expressed through violent or unlawful means. Hence, we have the Mabo court case on Indigenous land rights, the amendment of the White Australia immigration policy, the reversal of the ‘Stolen Generations’ policy, and the subsequent national apology by Prime Minister Kevin Rudd. This is because the Australian government maintains a clear distinction between the political parties vying for power, the policies they implement, the government that holds executive authority, and the nation itself, which is composed of its people.
Having settled in Australia, what I cherish most is that I still have the right to stand by what I believe to be true. I am grateful that we still have the courage today to publish this feature on Tonyee Chow’s closing statement in the Hong Kong Alliance case.
Mr Raymond Chow
Features
From the Alliance Case: Constitutionalism and Fragmentation
Published
1 week agoon
June 3, 2026
Recently, the trial of Lee Cheuk-yan and Chow Hang-tung in the case involving the “Hong Kong Alliance in Support of Patriotic Democratic Movements of China” (the Alliance) for incitement to subversion of state power has lasted more than 20 days. The core of the case remains the allegations under the National Security Law, which argue that the two were involved in organising the candlelight vigil commemorating the 30th anniversary of the June Fourth incident and promoting the slogan “end one-party rule.”
From the court’s perspective, the Alliance’s actions and demands are considered “subversion of state power.” Chow Hang-tung, however, firmly maintains that she and her colleagues were merely exercising freedoms granted under the Constitution, peacefully expressing political views.
As the case is expected to enter judgment in July, Hong Kong society continues to debate whether the defendants should face such charges for participating in a peaceful assembly. But the deeper question is: what exactly is the constitutional dispute at the heart of this case? And what does this complex situation mean for Hong Kong people both overseas and those still in the city?
What is a “constitution”?
The definition and historical evolution of “constitution” differ fundamentally between East and West, and this gap is central to understanding the conflict in this case.
In Western liberal-democratic traditions, a constitution is primarily about limiting power and forming a social contract. Its essence is constitutionalism. For example, in the UK, although its constitution is unwritten and derived from laws and conventions dating back to the 1215 Magna Carta, it is guided by principles of parliamentary sovereignty and the protection of individual rights. The constitution functions as a boundary between the governed and the governing, designed to prevent the over-expansion of power. Within this framework, advocating peaceful political change or criticising the system is seen as a fundamental civil right, not a threat to the state.
The nature of the Constitution of China, however, reflects a very different logic of state-building. In its current framework, the Constitution is not only the fundamental law of the state, but also a legal foundation establishing “the leadership of the Communist Party of China” as the defining feature of socialism. Constitutional legitimacy and party leadership are deeply integrated. As a result, when the Alliance calls for “ending one-party rule,” it may be seen in Western common-law terms as protected political expression, but in China’s constitutional logic it becomes a direct challenge to the state’s fundamental system, and therefore an act of “subversion.”
This structural and historical divergence has led to entirely different legal assumptions between prosecution and defence. The defence, grounded in common law and international human rights norms, argues that political ideas without violence should not be criminalised. The prosecution, however, adopts a preventive national security logic, viewing any mobilisation that weakens institutional legitimacy as a threat—even without violence.
This trial is therefore not only a legal dispute, but a collision between two constitutional civilizations: one that treats the constitution as a shield for dissent, and another that treats it as a sword for defending the system.
The misalignment of constitutional function
From the intersection of legal logic and political reality, Chow Hang-tung appears to be in a paradoxical position—both “right” and “wrong.”
She is “right” in the sense that she operates within classical liberal constitutionalism, where the constitution protects citizens from arbitrary punishment. From this perspective, advocating the end of one-party rule is a legitimate political opinion. Without violence, criminalising such speech would conflict with traditional common-law requirements distinguishing intent and action.
However, she is also considered “wrong” within the current Hong Kong constitutional order, because she underestimates the paradigm shift in legal interpretation. The Chinese Constitution not only protects rights but also establishes Party leadership as foundational. Since the 2018 constitutional amendment enshrined Party leadership in the Constitution, challenges to one-party rule are effectively interpreted as attacks on the constitutional order itself.
Chow’s reasoning reflects her rigorous academic training and Western legal education. With studies in physics at Cambridge and law at the University of Hong Kong, she approaches law as rational, principled, and aligned with international human rights standards. In her framework, law should protect citizens and uphold procedural justice.
Yet this very commitment leaves her and her co-defendants at odds with the current legal environment. The prevailing approach is no longer one of protecting dissent, but of “defensive democracy” and preventive national security. Under this logic, even non-violent “soft resistance” is treated as opposition, and ideological mobilisation itself may be considered subversive.
Thus, invoking constitutional freedoms to challenge a constitutionally entrenched system becomes, within this framework, a legal contradiction.
Why silence is a warning sign
More broadly, the case highlights a troubling development: increasing constraints on public expression regarding sensitive historical events.
In traditional legal systems, stating historical facts is generally protected speech. Chow argues that prosecution has “inverted truth and falsehood,” turning the act of stating facts into “incitement.” However, under current legal reasoning, the court has treated decades of commemoration of June Fourth as potentially constituting “hate speech” or “subversion.”
Efforts to present historical evidence in court have repeatedly been restricted as irrelevant. This effectively limits the space for historical narrative within legal proceedings.
For the Chinese Communist Party, the 1989 crackdown remains a politically sensitive historical burden. Public acknowledgment of wrongdoing could trigger broader demands for political reform. From this perspective, suppressing commemorative activity is not only about present stability but about controlling historical narrative.
The removal of candlelight vigils is therefore not simply about banning an event, but about reshaping collective memory. Once historical symbols are redefined as security threats, the law becomes a mechanism for defining acceptable historical interpretation.
The shrinking of Hong Kong’s public space
Beyond this case, Hong Kong has also experienced a broader contraction of public expression.
In the late colonial period and early post-handover years, public discussion of June Fourth and political criticism was widely tolerated. Candlelight vigils, academic events, and public reporting were commonplace.
However, since 2019 and the introduction of the National Security Law and related legislation, the boundary of expression has shifted from “peaceful conduct” to “national security risk.” Even personal expression is increasingly reassessed through a security lens.
Recent incidents, such as police intervention in residents displaying banners in their homes, illustrate how the boundary between public and private expression has become blurred.
What was once considered private autonomy is now subject to heightened scrutiny. As legal lines become less clear, self-censorship becomes more common.
A generational restructuring of values
Different generations are experiencing this shift differently.
Older generations (60–70s), who lived through 1989, feel a profound sense of loss as their political ideals collapse.
Middle-aged groups (40–50s) tend to adopt pragmatic adaptation, prioritising stability, careers, and family security.
Younger generations (20–30s), shaped by liberal education and local identity, experience the greatest cognitive dissonance, as their legal and moral frameworks clash with present realities, leading many to emigrate or withdraw.
What does the future hold?
With expanding national security laws, self-censorship is becoming a practical norm. Over time, historical memory itself risks fragmentation, as younger generations may only encounter events like June Fourth through official or limited narratives.
This creates a break in historical transmission, where memory shifts from public discourse to private discussion.
For those overseas, particularly in democratic societies such as Australia, the contrast highlights the value of political freedom and expression. The question becomes not only how Hong Kong is changing, but how those outside it choose to respond—whether through remembrance, participation, or active engagement in preserving open civic values.
Features
China–US Summit: Searching for a Manageable Relationship Amid Rivalry
Published
3 weeks agoon
May 20, 2026
On May 14, US President Donald Trump began his first state visit to China since 2017, holding a leaders’ meeting with Chinese President Xi Jinping at the Great Hall of the People in Beijing.
At a time when China–US relations remain strained over tariff disputes, artificial intelligence competition, tensions across the Taiwan issue, and broader geopolitical rivalry, the “Xi–Trump summit” drew global attention from the moment it was announced. Observers were especially focused on whether Beijing and Washington would send any new political signals regarding the sensitive Taiwan issue.
In the end, however, the summit produced few concrete breakthroughs and limited substantive outcomes. Yet compared with the increasingly confrontational tone that has defined China–US interactions in recent years, the dialogue and interactions between Trump and Xi nevertheless suggested that both sides are still attempting to maintain a relationship that is “manageable rather than uncontrollable” despite their intense competition.
A Meeting Marked by Mutual Gestures of Goodwill
Both sides deliberately cultivated a friendly diplomatic atmosphere during the visit.
When Trump arrived in Beijing, Chinese Vice President Han Zheng personally greeted him at the airport, a gesture widely interpreted as a high-level welcome from Beijing.
After the talks, Xi accompanied Trump on a visit to the Temple of Heaven, making Trump only the second sitting US president to visit the site after President Gerald Ford in 1975. As an imperial ceremonial complex reserved for Ming and Qing emperors, the Temple of Heaven visit was viewed by many as Beijing’s attempt to accommodate Trump’s appreciation for symbolism and personal diplomacy, thereby creating a warmer atmosphere.
The Temple of Heaven also symbolizes the traditional Chinese concept of harmony between heaven and humanity, as well as the ancient worldview of cosmic balance and coexistence. Beijing’s arrangement for Trump to visit the site was therefore interpreted as a cultural signal that China and the United States need to seek a new balance and framework within the existing international order, maintaining stability and coexistence amid competition.
Trump’s overall demeanor during the visit also appeared relatively restrained. His interactions with Xi were notably polite and cooperative. At the start of the meeting, Trump described Xi as “a great leader” and said it was an honor to meet him. During the state banquet, he unusually followed prepared remarks while reflecting on the history of China–US relations, rather than relying on his typical improvisational style.
Of course, with multiple international crises intersecting — including tensions surrounding Iran — Trump’s primary objective during the trip was negotiation. As a result, he appeared more inclined to cultivate a stable and friendly atmosphere in hopes of creating greater room for bilateral bargaining. At the same time, China’s high-profile reception seemed to encourage Trump to adopt a comparatively pragmatic and restrained posture on certain issues, temporarily lowering the intensity of direct public confrontation and establishing a limited sense of stability and trust amid strategic rivalry.
Beijing Draws a Red Line on Taiwan
On the Taiwan issue — the topic most closely watched by outside observers — the summit did not reveal any significant breakthrough. However, Xi Jinping’s remarks on Taiwan were noticeably tougher than in previous meetings with US leaders.
During the talks, Xi again described Taiwan as the “most important and sensitive core issue” in China–US relations, warning that if handled properly, bilateral ties could remain stable, but if mishandled, they could lead to “collision or even conflict,” potentially pushing relations into “an extremely dangerous situation.” He also reiterated that “Taiwan independence” and peace across the Taiwan Strait are fundamentally incompatible.
Compared with Xi’s language in previous meetings with American presidents, his tone this time was significantly stronger. Terms such as “collision” and “conflict” stood out sharply in what was otherwise a highly formal and friendly diplomatic setting. This was not merely a routine restatement of Beijing’s position, but rather appeared to be a formal red line directed at the Trump administration: if China and the United States hope to establish what they call a “strategically stable relationship,” the Taiwan issue will remain unavoidable at its core.
On the American side, Trump deliberately avoided directly addressing Taiwan during the visit, while the White House summary released afterward made no mention of the topic. Secretary of State Marco Rubio later stated that US policy toward Taiwan “has not changed,” emphasizing that although China raised the issue, it was not the central focus of the meeting.
However, Trump later told Fox News that he did not want to see Taiwan declare independence and believed Beijing could generally accept maintaining the status quo. Although the remarks did not alter official US policy, they were nevertheless interpreted by some as a warning to pro-independence forces in Taiwan, signaling that the Trump administration does not wish to enter into direct military conflict with China over the issue.
In addition, aboard Air Force One on the return flight, Trump acknowledged that he and Xi had discussed arms sales to Taiwan, saying they “might approve them, or might not.” Merely admitting publicly that Taiwan arms sales had been discussed with Beijing sparked controversy in both the United States and Taiwan, because under America’s “Six Assurances” to Taiwan, Washington is not supposed to consult Beijing in advance regarding such decisions.
As a result, Taiwan remains one of the most sensitive and difficult issues in China–US relations, with little likelihood of near-term consensus. The coming months may prove critical in shaping the future direction of bilateral interactions. If Washington exercises restraint in military support and official exchanges with Taiwan, Beijing may interpret this as a goodwill gesture toward stabilizing relations. But if US–Taiwan interactions intensify further, the temporary easing atmosphere created after this summit could quickly collapse back into tension.
Consensus on Iran?
Compared with the Taiwan issue, the White House devoted considerably more attention in its post-summit summary to Iran.
According to the US side, both countries agreed that the Strait of Hormuz must remain open to ensure the free flow of global energy supplies. Xi also reportedly expressed opposition to militarizing the waterway or imposing fees on shipping passage. The White House further stated that China intended to increase purchases of American oil to reduce dependence on the route, and that both sides agreed that “Iran cannot possess nuclear weapons.”
Trump later revealed in an interview that Xi had assured him China would not provide military equipment to Iran. This suggested that Trump succeeded in obtaining at least some degree of Chinese cooperation and political signaling on Iran — one of the few tangible diplomatic gains of the trip.
However, compared with the White House version, China’s official readout mentioned the Middle East only briefly, stating simply that the two sides exchanged views on regional issues without disclosing details.
Limited Economic Achievements

Before the visit, many had expected more significant progress on economic cooperation, especially since Trump traveled with 17 American business leaders, including Elon Musk, Jensen Huang, Tim Cook, and Kelly Ortberg. This raised expectations in financial markets, yet the actual economic outcomes remained limited.
In agriculture, China had earlier extended export permits for more than 600 American slaughterhouses through 2029, which was seen as a goodwill gesture. However, restrictions were later reimposed on parts of the list, and permits do not necessarily translate into actual purchases, leaving uncertainty about practical progress. Beef exports themselves also remain relatively limited in scale.
Regarding soybeans, China had already committed under the “Busan Agreement” framework to purchasing roughly 25 million tonnes annually between 2026 and 2028. No additional commitments were announced during this visit, making the arrangement more of a continuation than a breakthrough.
On aviation, Trump claimed China had agreed to purchase 200 Boeing aircraft, though this fell below earlier expectations of between 300 and 500 planes. Meanwhile, China’s new Boeing orders have declined in recent years as the country increasingly turns toward Airbus, suggesting deeper structural changes remain underway.
In trade, both sides floated preliminary concepts such as lowering tariffs on certain non-sensitive goods or creating mechanisms allowing some Chinese investments to bypass US foreign investment reviews through CFIUS. However, these discussions remained conceptual and did not produce concrete agreements or timelines.
There was likewise no breakthrough on technology and semiconductors. Although reports briefly emerged suggesting the US might ease export restrictions on Nvidia H200 chips, no clear progress materialized, and Washington emphasized that export controls were not a central topic of the summit.
Overall, while the summit emphasized “cooperation progress” at the narrative level, most outcomes amounted to extensions of existing arrangements or symbolic gestures rather than major substantive breakthroughs.
The “Thucydides Trap”: Can China and the US Avoid Great-Power Conflict?

More than the summit’s tangible outcomes, outside observers focused on Xi Jinping once again invoking the concept of the “Thucydides Trap.”
Speaking at the Great Hall of the People, Xi said the world was undergoing “accelerated changes unseen in a century,” and that China and the United States must think together about how to “transcend the Thucydides Trap.” He argued that a rising power and an established power are not inevitably destined for conflict, and that both countries should stabilize bilateral relations while jointly addressing global challenges.
Xi further stressed that China and the United States share more common interests than differences, and that each country’s success can also represent an opportunity for the other. He proposed that the two nations should “create a new model of major-power relations” and jointly complete what he called the “answer sheet of our era.”
The “Thucydides Trap” originates from the ancient Greek historian Thucydides and his account of the Peloponnesian War. At the time, Athens rapidly expanded its economic, military, and naval power, causing fear and anxiety in Sparta, the existing dominant power, ultimately leading to nearly three decades of war. Later, Graham Allison of Harvard University used the concept to describe how a rapidly rising power challenging an established hegemon often creates structural tensions and risks of conflict. In contemporary international politics, the phrase is frequently used to characterize China–US relations.
The core of the “Thucydides Trap” may not simply be war itself, but rather the fear experienced by an established hegemon toward a rising challenger. In today’s China–US relationship, this anxiety can be seen in America’s unease regarding China’s rise. That fear itself may gradually push both sides toward confrontation, with potentially catastrophic consequences.
Xi’s renewed reference to the “Thucydides Trap” therefore appeared to carry a dual message: first, that China now sees itself as a power capable of standing on equal footing with the United States; and second, that although China seeks to reshape its place within the international order, it does not wish for China and the United States to descend into total confrontation or a zero-sum struggle.
The Real Trap Behind the “Thucydides Trap”

Yet perhaps the most important warning contained in the “Thucydides Trap” is not war itself, but how such rivalries historically end.
In the Peloponnesian War, even though Sparta eventually defeated Athens, it failed to establish a lasting and stable hegemony. Prolonged internal exhaustion and warfare weakened the entire Greek world, which was later conquered by the rising Kingdom of Macedon. In other words, when great-power rivalry spirals out of control, the outcome may not be a true victory for either side, but rather mutual weakening that ultimately allows a third force to rise.
Chinese history contains similar examples. After years of warfare, the Northern Song dynasty and the Liao dynasty signed the Chanyuan Treaty, creating a kind of balance between equals: the Song possessed strong economic and cultural influence, while the Liao maintained military and cavalry superiority. Although both sides remained wary of each other, they also sustained a long period of peace and trade.
Yet the force that ultimately reshaped the region was neither Song nor Liao, but the rise of the Jin dynasty. The Jin first destroyed the Liao and then defeated the Northern Song. Later, after years of rivalry between the Jin and the Southern Song, both were ultimately swallowed by the even more powerful Mongol Empire.
Viewed through today’s geopolitical landscape, these historical parallels become especially thought-provoking. The United States faces mounting strategic and resource pressures from tensions surrounding Iran, while continuing to respond to the Russia–Ukraine war and the evolving Indo-Pacific security environment. China, meanwhile, remains highly focused on Taiwan and the South China Sea while expanding its influence through economic development and technological competition, sustaining an ongoing strategic rivalry with Washington.
As both powers devote vast resources to multiple fronts simultaneously, observers are beginning to ask whether prolonged China–US confrontation and exhaustion could eventually create space for another emerging force to reshape the global order between them.
Trump: “This Is the G2”
Returning to China for the first time in nine years, Trump’s visit attracted significant diplomatic attention, and he repeatedly emphasized its achievements. Yet compared with the past, the international environment and the structure of China–US relations have changed substantially. As China’s influence in the global economy and geopolitics continues to rise, bilateral relations increasingly display structural characteristics of simultaneous competition and engagement.
In interviews, Trump again referred to the “G2” framework, reflecting his apparent recognition of China and the United States as two co-equal superpowers dominating the global order.
Overall, while the Beijing trip lacked major substantive breakthroughs, the carefully managed atmosphere of stability and restraint established during the visit may nevertheless have created a more controllable tone for future relations. China–US interactions are expected to remain intensive throughout the year, including a planned White House return visit by Xi and his wife on September 24, the APEC summit in Shenzhen in November, and the G20 summit in Miami in December.
As these diplomatic engagements unfold, the future trajectory of China–US relations will continue to command global attention.
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