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24 de junho de 2025

Os EUA deram início à Velha e à Nova Guerra Fria

Em entrevista à Jacobin, Vivek Chibber discute por que o desejo dos EUA por domínio global foi responsável pela Guerra Fria — e por que os Estados Unidos estão inflamando novas rivalidades com a Rússia e a China hoje.

Uma entrevista com
Vivek Chibber

Jacobin

O presidente russo Vladimir Putin posa com cadetes na Praça Vermelha em 4 de novembro de 2018, em Moscou, Rússia. (Mikhail Svetlov / Getty Image

Entrevista por
Melissa Naschek

A Guerra Fria é frequentemente retratada como uma grande luta pelo poder entre as forças da democracia e uma ameaça comunista crescente. Mas e se a história convencional estiver totalmente ao contrário?

Neste episódio do podcast da Rádio Jacobin, Confronting Capitalism, Vivek Chibber e Melissa Naschek discutem a ascensão do Império Americano e como os Estados Unidos usaram a Guerra Fria para disseminar o capitalismo pelo mundo.

Confronting Capitalism com Vivek Chibber é produzido pela Catalyst: A Journal of Theory and Strategy e publicado pela Jacobin. Você pode ouvir o episódio completo aqui. Esta transcrição foi editada para maior clareza.

Melissa Naschek

Nos últimos anos, tem havido a noção de que estamos entrando em um novo conflito da Guerra Fria com a China, que tem tanto uma dimensão militar quanto uma dimensão econômica. Você acha que estamos à beira de uma nova Guerra Fria?

Vivek Chibber

Não, estamos nela. Não há dúvida sobre Isso. Os Estados Unidos têm alimentado um conflito absolutamente desnecessário com a China.

Felizmente, ainda é uma guerra fria. Mas, pelo nível de insanidade que vemos agora entre os especialistas em política externa, ela pode se transformar em uma espécie de guerra semi-quente, com certeza.

Melissa Naschek

Acho que esta é uma boa oportunidade para examinar o que uma "guerra fria" realmente é e, especificamente, para olhar para a história recente e examinar a Guerra Fria do século XX.

Vivek Chibber

A Guerra Fria foi uma rivalidade histórica particular entre os Estados Unidos e a União Soviética. Mas por que foi chamada de "guerra fria"? Bem, é porque contrastava com uma guerra quente. Uma guerra quente é quando as pessoas estão realmente lutando e morrendo, e há exércitos envolvidos, matando uns aos outros. Isso é quente.

Esta foi uma guerra fria, pois havia animosidade, havia antagonismo, eles estavam tentando minar uns aos outros. Mas não houve combate direto envolvido. Então, foi uma guerra de décadas, bastante intensa. antagonismo entre dois países que envolvia todo tipo de manobras, desde bombardeios até disparos de armas.

Melissa Naschek

Você diria que esta foi uma guerra imperialista?

Vivek Chibber

Foi uma espécie de rivalidade imperial. E é interessante porque a compreensão tradicional que a esquerda tinha do imperialismo era que ele surgiu de [Vladimir] Lenin e que deveria ser uma espécie de conflito entre Estados capitalistas.

Agora, esta foi uma rivalidade entre um Estado capitalista e um Estado não capitalista. Portanto, é imperial em um sentido mais amplo do que o que a esquerda tinha em seu próprio aparato conceitual e teórico, que não era realmente adequado para entendê-la. Porque, obviamente, quando Lenin apresentou a teoria, esse tipo de rivalidade ainda não existia, então era uma rivalidade entre impérios.

Agora, o que eram esses impérios? Os EUA fizeram parecer que havia uma batalha global entre o comunismo global e a democracia global. Eles nunca disseram capitalismo global. Eles diriam eufemisticamente "nosso modo de vida", com o qual se referiam ao capitalismo. Mas eles disseram que estavam defendendo a democracia.

Melissa Naschek

Então isso era apenas uma espécie de slogan de relações públicas? Eles estavam particularmente conscientes de que era capitalismo versus comunismo?

Vivek Chibber

Eles estavam absolutamente conscientes, porque era isso que direcionava sua estratégia. Agora, acho que, para nós, isso tem múltiplas dimensões. Então, vamos abordar isso sistematicamente. A rivalidade não era realmente global, em essência, porque havia uma assimetria dramática entre as ambições globais.

A primeira é: qual era o escopo dessa rivalidade? Isso está envolto em todo tipo de mitologia. A rivalidade não era realmente global, em essência, porque havia uma assimetria dramática entre as ambições globais. Os Estados Unidos, desde o início, pretendiam que seu império tivesse escopo global. A União Soviética pode ter nutrido tais ambições, mas o fato é que nunca teve os recursos para sequer cogitar um império global.

Império na Era do Capital

Melissa Naschek

Então você usou a palavra "império", mas a noção de império está mais associada a eras passadas ou a um poder fantástico e maligno, como em Star Wars ou algo assim. Então, os EUA e a URSS eram realmente impérios?

Vivek Chibber

Ambos eram impérios em um sentido genérico. Agora, o que é um império? Um império é uma situação em que uma nação ou um estado exerce controle ou dominação — e de alguma forma limita a liberdade de outros estados e nações.

É assim que o Império Romano era um império. Roma exercia poder por meio da conquista de outras regiões e então estabelecia sua supremacia sobre elas. Como sua supremacia é estabelecida? Roma nomeava seus próprios governadores sobre as populações locais, e eles estavam subordinados à República e ao Senado Romano ou ao ditador romano, qualquer que fosse.

Os impérios coloniais dos séculos XVIII e XIX eram um país governando outros países em ascensão. Os Estados Unidos e a União Soviética se encaixavam nesse aspecto, pois exerciam poder sobre outros estados. Agora, os mecanismos pelos quais eles fizeram isso eram diferentes em comparação com Roma e até mesmo em comparação com os impérios dos séculos XVIII e XIX.

Mas eles eram impérios, no sentido de que compartilhavam esta característica: os EUA dominavam os países sob sua influência — limitando sua liberdade, colocando seus interesses acima dos interesses deles — e a União Soviética fazia o mesmo. Dentro dessa rivalidade, no entanto, como eu disse, havia essa assimetria crucial, que é o fato de a União Soviética ser realmente um império regional.

Os soviéticos governavam a Europa Oriental. Eles tinham alguma influência sobre países periféricos como Cuba. Mas, fora isso, tinham poder muito limitado, mas até mesmo ambições limitadas. E eu chegarei a isso em um segundo sobre o porquê disso.

Os Estados Unidos, por outro lado, tomaram o resto do mundo como seu playground e insistiram que os soviéticos reconhecessem o domínio americano sobre o resto do mundo. Agora, isso é interessante porque, historicamente, a partir do início do século XIX, os EUA disseram ao resto do mundo: "A América Latina nos pertence". Essa era a Doutrina Monroe. Era essencialmente — literalmente — o ditado dos EUA: "Nós decidimos o que acontece na América Latina".

Ok, então você poderia dizer que era um império regional. E era porque, fora disso, Inglaterra e França dominavam.

Melissa Naschek

Certo. E isso se encaixa na noção mais tradicional de impérios, onde se trata de tomar o controle sobre um vizinho, por exemplo.

Vivek Chibber

Embora os EUA, mesmo naquela época, fossem diferentes da Inglaterra e da França. A Inglaterra e a França estabeleceram colônias. Os EUA não tinham colônias na América Latina. Simplesmente os intimidavam e os dominavam bastante. Mesmo assim, era uma potência regional.

O que mudou depois de 1945 foi que os Estados Unidos rapidamente se moveram para as zonas geográficas que costumavam ser possessões inglesas e francesas. Assim, a Inglaterra exerceu poder no Sul e Sudeste Asiático, e a França também no Sudeste Asiático e no Norte da África. Os EUA rapidamente expandiram sua zona de influência para essas regiões também.

Não foi o caso da União Soviética. Os soviéticos, é claro, estavam presentes e exerceram alguma influência no Vietnã. Na África, nas décadas de 1960 e 1970, a URSS de fato desempenhou algum papel, mas foi limitado e, na maior parte do tempo, foi bastante defensiva. O objetivo era realmente garantir que eles fossem um ator, para que os EUA tivessem que levá-los a sério em zonas como a Europa, onde os soviéticos realmente tinham participação no jogo. Foi uma luta muito desigual entre os Estados Unidos, que aspiravam à hegemonia global, e a União Soviética, que queria simplesmente garantir que a hegemonia global dos EUA parasse na Europa Oriental e, no máximo, no Sudoeste Asiático.

Melissa Naschek

Como esses novos objetivos de império mudam os próprios impérios dos EUA e da URSS?

Vivek Chibber

Esses eram impérios bastante diferentes até mesmo dos impérios capitalistas dos séculos XVIII e XIX. Se observarmos o Império Britânico, que foi o maior império no século XIX e início do século XX, ele era diferente dos Estados Unidos por ser principalmente, não exclusivamente, mas principalmente, um império colonial.

Os britânicos tinham influência sobre áreas onde não eram um governante colonial formal, como o Oriente Médio — era mais um império informal. E mesmo em partes da América Latina, como a Argentina, pode-se dizer que os britânicos tinham domínio informal. Mas, na maior parte, nas partes do mundo onde a Inglaterra era mais influente, isso se dava por meio do domínio colonial direto.

Agora, o que é isso? Basicamente, significa que a Inglaterra entrou lá, conquistou-os militarmente, varreu seus próprios governos e estabeleceu seu próprio governo com administradores e políticos britânicos estabelecendo a lei e o regime militar sobre esses países. Então, se a Inglaterra quisesse, por exemplo, que a Índia fizesse algo diferente, ela simplesmente dizia ao seu governador: "Queremos que você faça x, y e z".

Logisticamente, isso apresenta poucos problemas. O mesmo com os franceses. Se os franceses quisessem mudar a política na Argélia, diriam ao seu homem na Argélia: "Aqui está o que queremos que você faça". A diferença nos Estados Unidos é que seu império está crescendo em um momento em que o domínio colonial está recuando. Então, agora, quando os EUA querem mudar a direção do que está acontecendo, digamos, na América Latina ou mudar a direção do que está acontecendo no Oriente Médio — eles não gostam de sua política petrolífera ou não gostam, na América Latina, das reformas agrárias que estão promulgando — eles não podem simplesmente dizer ao seu homem lá o que fazer. Afinal, quem é o governador deles? Eles precisam descobrir maneiras de fazer com que os latino-americanos ou os árabes façam o que eles querem. Agora, ainda existem mecanismos disponíveis: invasão militar, bombardeios, assassinatos — mas mesmo isso se torna cada vez mais limitado.

Portanto, o mecanismo para o governo imperial agora — se você tivesse que dizer qual é o mecanismo típico do governo imperial — não se trata de assassinatos. Não se trata de invasões militares. Trata-se de encontrar atores locais, atores locais que vejam seus interesses alinhados aos interesses corporativos americanos.

A verdadeira razão pela qual fomos para a guerra no Vietnã

Melissa Naschek

Relembrando nosso episódio sobre o Vietnã, foi sobre isso que falamos no Vietnã do Sul.

Vivek Chibber

Ngo Dinh Diem era o cara local e eles o escolheram porque ele era alguém que via seus interesses como sendo promovidos pelos interesses imperiais americanos. Isso é importante porque, embora signifique que os EUA ainda podem obter o que desejam sob certas condições, limita o escopo da influência direta dos Estados Unidos. E muda a estratégia deles porque agora, em vez de apenas implantar seus governantes coloniais, seus governadores, seus senhores feudais nesses países, eles precisam tentar moldar o conflito de classes e a dinâmica política nos países sobre os quais desejam exercer influência. Muitas vezes, não há uma maneira direta de fazer isso. Portanto, o Império Americano é diferente dos impérios coloniais antigos porque este é um império que precisa funcionar principalmente por meio de representantes locais. Quando pensamos no imperialismo em meados do século XX e posteriormente, temos que pensar nele como uma série de alianças de classe — não como uma nação pressionando outra nação.

A razão pela qual isso é importante é que, quando pensamos no imperialismo em meados do século XX e posteriormente, temos que pensar nele como uma série de alianças de classe — não como uma nação pressionando outra nação. Mas como os governantes de uma nação estabelecendo ligações e conexões com os governantes de outra nação para que ambos se beneficiem — ainda que em condições desiguais.

Ainda existe um poder dominante e um poder subordinado, mas é realmente importante perceber que não se pode pensar nisso como uma guerra racial. Não se pode pensar nisso como nações pressionando umas às outras. Esta é agora uma guerra de classes, que envolve tanto a classe dominante branca americana quanto as classes dominantes não brancas dos países subordinados, e é importante para a esquerda de hoje, que vê tudo através da lente da raça.

Então, esse é o caso dos Estados Unidos. Agora, com a União Soviética, é um pouco diferente, só que havia uma relação de subordinação muito mais direta com a Europa Oriental e a ameaça militar era muito mais iminente. Assim, na Hungria em 1956 e na Tchecoslováquia em 1968, quando tentaram exercer autonomia em relação aos soviéticos, a resposta foi brutal e diretamente militar. Os EUA também fizeram isso, mas a União Soviética dependia muito, muito mais do poder militar.

Portanto, esses eram novos impérios. Ambos eram diferentes dos antigos. O ponto-chave a ter em mente, porém, é que não havia rivalidade global. Eram principalmente os Estados Unidos se expandindo e a União Soviética tentando acompanhar.

Melissa Naschek

What you’re describing now, where the US is the primary aggressor and the Soviet Union is really just playing catch-up, is pretty different than what we’re traditionally told about the Cold War, which is basically the opposite: that it was all the Soviet Union’s fault — they were the ones who were being aggressive and the US was just sort of covering its tracks to prevent the spread of communism.
Vivek Chibber

Yeah, that’s exactly what we were told and that’s the official ideology. And it gets it, as you say, exactly backward. The American strategy for global expansion was really put in place before World War II even ended.

Around 1943, [Franklin D. Roosevelt] put together a series of committees in the State Department to plan for what the postwar situation would be. They were essentially setting up an agenda for how the US would conduct its affairs in the postwar scenario. This is in 1943, when you don’t even know what the outcome of the war is going to be. The US is fairly sure that the Allies would win. But it was not sure if the Soviet Union would even survive. It had absolutely no clue as to what the Soviets would do at that time.

What plans does it come up with? There were two pillars to this plan. One was that whatever else happened after 1945, the colonial empires would have to be dismantled, by which we meant the British and the French. Why does it want to dismantle them? It’s not to spread freedom and liberty and all those things. It saw those empires, politically and economically, very inimical to American interests and therefore also to global interests.
Melissa Naschek

Interesting because I think we’re told often that the goal was to eliminate the scourge of colonialism.
Vivek Chibber

It was to eliminate the way in which colonialism interacted with global political economy. This is the key. Freedoms were a secondary affair. What do I mean by the way it interacted? The US was absolutely convinced, and I think it was probably right, that a big push for the war came from economic rivalries between blocks of capital that were closed off from each other. And that created a kind of antagonism between them to open up markets that were otherwise inaccessible.

The British didn’t have access to French colonies and their markets. The French didn’t have good access to the British colonies. And the Americans had access to none of them. So the first thing to do is to break down these colonial barriers so that capital and labor can move freely. And the US thought that this will reduce the animosities. Now, because it reduces economic animosities, it should also reduce geopolitical rivalries.

As it happens, the second pillar of this was that American capital should be given special access to all these markets, of course, because it benefits the United States. But also because they thought the United States will be best positioned to superintend — to kind of be a referee for economic and political affairs everywhere. And if it has access to all these markets, American states will have an interest in an open playing field.

This should not be surprising because England also was pushing for the same policies in the 1840s and ’50s, a hundred years prior. Why both countries? England in the 1840s and ’50s, the United States in the 1940s and ’50s were the most economically efficient and productive economies in the world. They had nothing to fear from a globalized economy.

Both countries also had some degree of interest in opening up their economies to the others. I won’t go into why the British did — that was primarily because they were the biggest lenders in the world — but in the United States, the reason they wanted to have their borders open was that they knew that after the war, the entire world would need dollars for global trade and imports and exports.

Well, how are they going to get dollars? They can only get dollars if the US is buying goods from them and paying in dollars. So if the US wanted a global economy to thrive, it had to open up its markets to importers from the rest of the world. That meant as early as 1943 to 1944, the US had an agenda for expanding into the global economy before it knew if the Soviets would even survive.

Now, what happens in 1945 is the Soviets not only survive, but they have the largest army in Europe. And that means then that communism is now a real threat inside Europe as well. So now what this does is it adds an inflection to American global ambitions. Those global ambitions were always in place. The US intended to expand its influence over the entire world, but now it has to deal with the fact that there is a potential rival, at least in one part of that world, which is in Eastern Europe. That was a problem. It had to deal with it.

The initial signs after 1944–45 were not that the US would simply start up a deep antagonism with the Soviet Union. That took about eight, ten months to develop. The reason it developed so intensely, the reason anti-communism became such an issue, was that when [Harry] Truman and his people realized that in order to be the new police for the whole world, they would have to massively ramp up their military budgets and their military resources, Congress wasn’t willing to do it. So the one way in which they could get Congress to back this was to raise this specter of Communism.

Every time Congress resists him, he raises the bogey of the communist threat in Europe. This is how the Marshall Plan is passed. This is how the funding for NATO is passed. This is how the militarization of Asia and Europe is passed. So the US starts generating this ideology — the rhetoric of a global communist threat.
Melissa Naschek

Did the USSR have its own similar agenda of what it wanted the global economy to look like?
Vivek Chibber

The USSR had an agenda of what it wanted the postwar dispensation to look like. That agenda was very different from the United States. The US’s agenda was to expand the circuits of American investment and American trade and American corporate movements around the world.

The Soviets did not have a capitalist economy. Their economy didn’t run on finding new markets. On top of that, it was absolutely devastated by the war. The single most important difference between the Soviet Union and the United States in 1946 is that the US had been untouched by the war. But the Soviet Union had absolutely been devastated both in terms of how many people died — thirty million people — and in terms of physical infrastructure, [Adolf] Hitler wiped out all of the Western industrial manufacturing capacity that the Soviets had.

So their first order of affairs was simply to rebuild, and this is why [Joseph] Stalin was in no position to launch a big old offensive — forget the world, even in Europe. And the US knew that. The US’s own intelligence told them that, at least for the next five to eight, potentially ten, years, Soviets were both militarily and economically devastated. So when the US launched this Cold War, it knows it’s fictional. It knows that it has no bearing on reality.

It did it because it smoothed over conflicts within Congress. It papered over for the American people the traditional kind of weariness about entering into global affairs. The US had traditionally been a kind of — I don’t like this term, but I’ll use it — isolationist country. So the Soviets were in no position to have an agenda that paralleled the American agenda.

What they wanted was one simple thing. They had been invaded twice in thirty years by the West. What they wanted was a buffer zone — Stalin was clear on this — which means essentially a series of satellites on their western border that is Eastern Europe, which would be a geographical buffer between them and Europe because they didn’t trust Europe anymore. Keep in mind, this is brutal. What it meant was a brutal imposition by Stalin of Communist regimes on Eastern Europe. But after he gets into Eastern Europe, now the rest of the global ambitions are actually extremely limited.
Melissa Naschek

What you’re describing really goes against the conventional explanations for the Cold War.
Vivek Chibber

That’s exactly right, Melissa — what is the conventional description of the Cold War? It’s a term called “containment.” What the US was doing was trying to contain the Soviet Union. And what does that mean? It means that the Soviets are motivated by this ideology of global expansion, right? According to this, Communism doesn’t recognize national borders. It wants the whole world to be a communist world, and the US is trying to keep them at bay only for its own moral commitments to democracy. So that’s why they’d never use the word “capitalism.”

That means, essentially, the US is trying to contain Soviet ambitions. Now, the thing about containment is that the metaphor suggests a defensive posture. “We don’t want to be expanding across the world — we’re just doing it reluctantly because it’s the Soviets that were doing the expanding.”

What in fact I’m saying was happening is that the US from 1943 onward had a strategy of global expansion. The problem with the Soviet Union was that the Soviets stood in the way in two respects. One was that the Soviet Union as a model of political economy gave emerging nations a different sense of what they could do. They could opt out of an economy based on private property and profit maximization. So as a model, they were no good.

And the second problem was that the Soviet Union stood militarily and economically as a potential ally for countries that did not want to abide by the American rules and American strictures. It’s kind of ironic because for the most part, the Soviets sold everyone else out. But for the United States, the mere threat of the Soviets for that reason was intolerable.What the Cold War was really about was the aggressive expansion of American capitalist interests across the world in which the Soviets were presented as a threat and as an equal imperial rival.

What was actually happening was the US was acting on a prior strategic decision that it had made in 1943 of global expansion, and it saw the Soviets as an impediment to that expansion. Soviets were a minor player in all this, but the US had to pump them up because it was a great way of bringing Congress to heel, of getting the American people to be constantly terrified, constantly in a state of anxiety for which the American global and military expansion was seen, ironically, as a form of defense. Even though the US is expanding aggressively abroad, it’s presented as a form of defense. So what the Cold War was really about was the aggressive expansion of American capitalist interests across the world in which the Soviets were presented as a threat and as an equal imperial rival.

But in fact, they were a minor power that was just trying to keep up.
What the Soviet Union Was Really After
Melissa Naschek

I think the popular version of what the USSR satellite states were like is that Stalin sort of had his hands up the backs of the shirts of all the rulers and was basically just ruling through puppets.
Vivek Chibber

Yeah, that’s actually pretty much was what was happening.
Melissa Naschek

If that’s the case, can you explain a little bit more?
Vivek Chibber

Except for [Josip Broz] Tito in Yugoslavia, Stalin and [Nikita] Khrushchev had very direct control and domination over the rest of the countries there. So with Eastern Europe, the metaphor of a satellite suggests these orbital bodies that revolve around a central gravitational pull of a big power, and that’s basically what this was because these communist parties were so beholden to Stalin. Now it’s an interesting question here — why are they beholden? This also gets at something interesting, the traditional understanding of empire is that the imperial core somehow extracts wealth and resources from its dominions.
Melissa Naschek

Right. As I’m listening to your description, I’m kind of thinking, “Well, to what end is the USSR doing this?”
Vivek Chibber

There isn’t a huge literature on the economic flows between the Soviets and Eastern Europe because obviously the data was not available for Western scholars. But it became pretty clear in the 1980s when these economies went into crisis that what was happening was probably not so much the Soviet Union bleeding Eastern Europe for its own enrichment, but the opposite.

This is a weird empire where the Soviets are actually probably generating a net outflow of resources into Eastern Europe because the Eastern Europe economies were just so much less efficient that they needed to have enough imports from the West in order to keep their wages high, in order to be able to afford the infrastructure that they were developing. The Soviets had to subsidize a lot of it. Why would the Soviets do this? It’s pretty clear. It’s because they were so terrified of the vulnerability on their western borders that they were willing to keep these very unpopular regimes in place.

The Polish, the Hungarian, the Bulgarian, the Czechoslovakian regimes — they’re willing to keep them in place because they thought that that was preferable to letting those regimes fall and having the West come right up to its borders. This is important to note because this is exactly why the Ukraine War is happening now, because once the West announced that Ukraine was going to join NATO — this is why Russia reacted with such alacrity, because it’s the memory of repeated invasions from the West from a power that has always been hostile to them.

The point here is that the dynamics of that empire were very different from normal empires. This was the Soviets essentially subsidizing autocratic regimes on their western border in order to ensure their own geopolitical safety.
Melissa Naschek

If the Soviet Empire ruled through satellite states, how did the American Empire rule?
Vivek Chibber

I think “satellite” would be too strong a word. What the United States did essentially was it had one red line, which is that as it expands globally, all states had to line up geopolitically with the United States somehow.

This was even more important to them than having those economies open to American corporate influence and American profit-making. If you go back to one of the first episodes [of Confronting Capitalism] we did when I was talking about tariffs, I had said that the typical policy in countries of the Global South is what was called import substitution. This is when they put up tariff barriers to actually keep American consumption goods out, and that was the means by which they developed their own manufacturing industries, because by keeping American products out, they created a market for their own capitalist class.

Now, the Americans actually were okay with this. There were two reasons they were okay with it. One was even though American consumption goods like cars and shirts and shoes were kept out of these markets, in order to produce those goods for themselves, these countries in the south had to buy machinery from the United States.The US didn’t want to make sure that the rest of the world was poor so it could rip them off — this is absolutely false. The US actively engaged in the development of capitalism everywhere else.

So one kind of market was open to American producers while another kind of market was not. Capital goods markets were open. Consumer goods markets were not open. But the Americans put up with this nonetheless. Why? Because the foreign policy establishment was okay with the fact that by generating its own markets and its own corporate community for itself, countries in the Global South were generating a capitalist class. And the US saw that class, as long as they’re hothousing a new capitalist class, is the best buffer against communism that we can ever imagine. So they were temporarily willing to put up with a semi-closure to its own capital and its own investments for the long-term political benefit of capitalism growing globally.

I want to stress this because there is a weird revival on the Left today of this kind of mercantilist understanding of the American Empire — that the US supposedly wanted to make sure that the rest of the world was poor so it could rip them off. This is absolutely false. The US actively engaged in the development of capitalism everywhere else.
Melissa Naschek

That makes it kind of an interesting historical moment because, generally, I think it’s Marxist “best practices” to assume that capitalists are doing things for their own self-interest and not so explicitly for the development of capitalism.
Vivek Chibber

Yeah. This was the American state doing this, and American capitalists were not happy about it. So it is absolutely the case that all those industries that were now being kept out of countries like India, Brazil, and Mexico because of their import tariffs were now lobbying the American state to force these people to lower their tariffs. But the reason the US state was able to resist that was it had a lot of support from the capital goods industries that were benefiting from this.

But it also steadily insulated the presidency from congressional influence. All these capitalists who are being kept out of global markets, they were lobbying through Congress and one of the things that happens in the 1960s through ’80s is the American state insulates its foreign policy decisions from congressional approval. This is why Trump can now declare tariffs like he’s the monarch. It’s because the president was given unilateral power over foreign economic policy due to large sections of American capital being unhappy with how the US state was supervising the growth of global capitalism, because in some instances, it actually hurt the interests of large sections of American capital here.

So the state had to assert its independence from its own capitalists to be able to serve their long-term interests.
Melissa Naschek

This is really interesting because it cuts against one of the most often-cited lines from [Karl] Marx that the state is the executive committee of the bourgeois. It’s worth going into when and how the state was insulating itself from the capitalist class.
Vivek Chibber

One good example is when Japan — and a few years later Korea — when they start their industrialization processes, they do two things that a lot of American capitalists are unhappy about. One is they set up tariff barriers to US goods entering their countries, which the US producers of those goods are not happy about. This is mostly low-end consumer goods.

And then the second thing is they start invading American markets. So on both ends of it, American businessmen lobby Congress to reverse these flows. First of all, they want Congress to pressure the president to get the Japanese and the Koreans to lower their tariffs, to which the president says “no way.” And then on the other end of it, when they start getting flooded by Japanese and later Korean goods, they want Congress and the presidency to raise tariffs against the Japanese and Korean producers. And again, they’re told “no way.” Now who’s telling them no? Not Congress.

Congressmen are in no position to fend off corporate pressure because those corporations are funding the elections in their districts, and they’re pretty competitive districts. The rebuffs come from the presidency and over the 1960s, ’70s, and ’80s, the presidency increasingly urges Congress to allow itself insulation from this kind of pressure.

But this is also happening with regard to access to Brazilian markets, with access to Indian markets — the same thing is happening but this is why you can’t call them satellites. These countries are beholden to their own capitalists. They are trying to forge their own agenda. It’s just that the US makes sure that as long as that agenda is within the parameters of the larger American goal of expanding global capitalism — and geopolitically, making sure that the states that are on top of all these capitalist economies are lined up against the Soviet Union — they’re fine with short-term losses for American capital.

Now, is this the state being the executive committee for the common affairs of the bourgeoisie? Yeah, in a way it is in that the American state is looking out for the long-term interest of the American capitalist class. But that happens while having to deal with short-term displeasure from the capitalist just like with parents and children: sometimes you have to do things for the kids that they may not be so happy with, but it’s for their own long-term interest. That’s exactly how the American state saw its relationship to its capitalist class.
Melissa Naschek

Was this something that other capitalist states of the time agreed with and wanted, or were they just sort of along for the ride?
Vivek Chibber

To answer this question, you have to divide up capitalist states into two groups. The established capitalist states of the core economies, that is, Europe and East Asia — not only were okay with it, they welcomed it. And this is important: the United States was welcomed by Europe and Japan as a senior partner. They wanted the US to be a senior partner.

Why? The main reason is that in the first few years after the war, all of Europe and Japan were also devastated. So they really benefited from the United States coming into Eastern Asia and into Europe, and establishing a military presence and an economic stake. This meant that many of the responsibilities that their states would’ve had to undertake, particularly military responsibilities, could now be offloaded to the US and that money in the budget could be put toward other things.
Melissa Naschek

So their motivations are a little bit more self-interested.
Vivek Chibber

Totally self-interested. Absolutely. The second reason they welcome it is that both in Japan and Europe, what had happened between the 1930s and 1950 was the birth of the modern labor movement. In all of these countries now, in 1945 after the war, the Left came to power across the board. The Left was the most important new political force in all of these countries. What did the Left want? It wanted a massive welfare state, redistribution, labor rights — all of which meant that these countries could no longer have carte blanche to build up a military at the expense of everything else the way they could in the 1920s and the 1930s.

The US had the weakest labor movement in the advanced world. So the US was the one country where you had both a humongous economy and the most freedom to maneuver for its ruling classes because even though the US had the New Deal, the New Deal paled in comparison to the welfare states in Western Europe and even in Japan.

They welcomed the US because they had all these new responsibilities that they hadn’t had in the 1920s and ’30s for social expenditures. So the US allowed them to, relatively speaking, slow down the growth of their militaries, substitute for them, and funnel funds toward the welfare states that they were developing.The US allowed Japan and Europe to, relatively speaking, slow down the growth of their militaries, substitute for them, and funnel funds toward the welfare states that they were developing.

So for them, American Empire, it was — as some historians have said — empire by invitation. It’s a different dynamic with a second group, which is the newly emerging postcolonial countries. Now we’re talking about South Asia, Southeast Asia and — by the 1960s — African countries that are now free from French and British rule. The reason they were more ambivalent was that in many of these countries, the independence movements had led to the growth of very vibrant and large left-wing national liberation movements, and those movements had a very ambitious agenda of national development, which saw the Soviet Union as a potential model for them.

In those countries, they wanted to make up their own minds about whether they would have land reform or whether they would have huge nationalizations. The US was okay with import substitution. What it would not tolerate though was significant Communist Party influence over nationalizing industry. Because if you’re nationalizing industries, you’re wiping out the capitalist class. If you’re doing land reform, you’ll be wiping out landed classes, which are the bulwark of anti-communism in all these countries. So in those newly emergent postcolonial countries, there was a great deal more ambivalence toward the American Empire and, in some cases, hostility.

And that’s why you see the US using its military in some moments at some times. That’s not because the US was trying to subjugate those countries. It’s not because it was trying to impoverish those countries. It just wanted a reliable local ruling class that would participate in the project and the ambition of growing capitalism in these countries in partnership with the United States.

As long as they were in partnership, the US would put up with all kinds of things like import substitution and tariffs and things like that. It just wanted a signal that you are on its side. So with Europe, it was a very, very clear and uncomplicated relationship. In countries in the Global South, it was more conflictual, and therefore you see much more of a militaristic stance on the part of the US.
Melissa Naschek

The way that the Vietnam War is portrayed in the broader context of the Cold War is that it was a quintessential conflict in the sense that the USSR was supporting Vietnam because it was trying to become a communist country.
Vivek Chibber

The Soviets were extremely cautious. I’m not going to say that they never helped these countries out that were moving to the Left. But in the case of Vietnam, they sold out the Vietnamese left and right. Not just the Soviets — so did the Chinese. Now you can find instances where they did, in fact, try to come in and provide some assistance, but it was almost always with an eye toward making sure that the US understood that the Soviets can’t be ignored.
Melissa Naschek

Which conflicts are you thinking of?
Vivek Chibber

Thinking of Chile and obviously Cuba. All over Latin America. The Soviets basically stayed out. Now, I want to be careful with my language. I’m not saying that the Soviets let the US run rampant over Latin America. They did come in, they did offer assistance — sometimes logistical, sometimes monetary — but they absolutely understood that this is the US’s backyard. And we’re going to let them do what they need to do. It’s just that they wanted to always be taken seriously. And the reason for that was they were one-quarter the size of the American economy.

They were having to, in some way or form, compete with the US geopolitically. And so the dilemma for them was, if the US didn’t take them seriously, then the real core of Soviet concerns, which is the military balance in Europe, would also start to become renegotiated. The US would also now come in and start changing the European landscape, which the Soviets couldn’t afford.

So they needed to have a foot in Africa, some kind of foot in Latin America, some kind of foot in Asia, so that they could always say, “If you make trouble for us in Europe, we could make trouble for you in these countries as well.” But always and everywhere it was defensive.

And what’s underneath all this is that at the end of the day, you had an economy that’s probably around one-quarter of the size of the United States having to be on the world stage as a global rival.

If you’re trying to do that and your economy’s one-quarter of the size, it’s just not going to be a fight between equals. And if you let this history play out, ninety-nine out of a hundred times, the Cold War ends exactly the way it did, which is the Soviet Union losing.
America’s Twenty-First-Century Cold War of Choice
Melissa Naschek

Now we’re faced with all of these statements that we are once again in a cold war, and that seems to be based primarily on the US relationship with the Russian state and the US rivalry with the Chinese state. Generally, I’m just very suspicious of historical analogies.
Vivek Chibber

Let’s be clear about something. This notion of economic rivals is just nonsense because — what makes someone an economic rival? Is it the fact that they have a large, productive economy with their own corporations that are doing well? Okay. Well then why isn’t Europe an economic rival? Why isn’t there a cold war with Europe? It makes absolutely no sense. Why aren’t the rising economies in Latin America rivals? Russia is actually a smaller economy now than when the Soviet Union was around. Why is it a rival suddenly?

With China, the only reason it’s called a “rivalry” is because China is overtaking the American corporate community in certain sectors, which they used to rule the roost on for decades on end. Okay, well that’s just normal sectoral conflicts within capitalism. The same happened with Japan. The same happened with Germany. They overtook the US in key sectors. Why didn’t the US start rattling their saber saying we should invade Japan or invade Germany? So this idea that if new capitalists emerge and they become more efficient than the United States, there is necessarily then an economic threat to the United States is absolute nonsense.

So, therefore, the rise of China is entirely different from calling it a rival of the United States. It’s also a market for the United States and a supplier of cheap goods to the United States. The fact that it’s being called a cold war is entirely the making of the United States.

China doesn’t want such a war. China has made that very clear. What it wants is more integrated global circuits of production and exchange. Russia not only did not want a cold war, Russia, from 2000 onward, has been asking to be let into NATO. It wanted to be at the table. It wanted to share in the spoils of global empire, a seat at the table of global imperialism. It did not want to be a rival to the United States. It’s the US that shut both of them out — and is now stoking military rivalries with them.

The good news is that it means that there’s no natural order of things that makes it so that rising new economic powers must also become geopolitical rivals. I think this is a political choice and a contingent political choice that the American ruling class is making.

There was some basis in the post-1945 era for the American state to see its relations with the Soviets as a rivalry because that was a rival economic system. The Chinese and the Russians are not rival economic systems. China is ruled by a communist party, but it’s running headlong toward being a capitalist economy of some kind. So there’s no deep structural basis for global antagonism and global rivalries.

This Cold War, which we’re already into, is one of choice. It’s one that the US is stoking and which the US is inflaming, and I think the one good reason to study the second half of the twentieth century is to see that the conditions today are, in many ways, quite different from what they were back then.

The one thing that both eras have in common is this: the United States is still very much an imperial power, very much out for its own interests. And its ruling class is still willing to sacrifice the interests of its population for the profits and ambitions of its corporate community. The good news is that the putative rivals to American ambitions abroad, those rivals are not seeking to be permanent antagonists.

There’s no structural basis for a cold war right now. And I think if the balance shifts within the United States toward a more democratic, more populist governance structure, it should be pretty easy to wind down.
Melissa Naschek

In today’s world under Trump, is the US still trying to be a global hegemon?
Vivek Chibber

There’s two issues involved here. Is it trying to be a global hegemon versus can it be one today. So, is it trying? I think up until Joe Biden, yeah. I think it was still trying to be a global hegemon. So why would I say that that’s not the case with Trump?

I think it’s because with Trump, whatever you say about him, there’s an element in him that’s kind of a realist and he is seeing what is in fact true — which is that even though you might try to be a hegemon, the capacity to actually be one is probably not there.

Now, this says something interesting about the postwar era. Remember I had said that when we came out of World War II, Europe was devastated. The Soviet Union was devastated. East Asia was devastated. The US was the only country standing. In 1950, the US accounted for something like 25 percent of global GDP. It was orders of magnitude more economically powerful than any other country.Biden’s militarism was, in many ways, kind of this last gasp — a frantic kick to try to reassert itself globally when it cannot.

In that situation, you could actually contemplate being the sole superpower. And you know, as I’ve hinted in this interview, in many ways it was. The Soviets were not a global rival. They were a minor factor in the postwar dispensation. So what happens between 1950 and 2020? Primarily what happens is the rest of the world, as per American ambitions, becomes capitalist.

What is it that’s fundamentally true about capitalism? It’s growth oriented. So all these economies globally now are growing. As they grow, they also grow their state revenues. They also have bigger budgets. India has an order of magnitude larger budget than it did in 1960. Same with Brazil. Same with South Africa.

With all these budgets come larger militaries, larger global ambitions, which means that the American capacity to dominate other countries economically and militarily is reduced. Look what happened with the United States in Afghanistan. The United States got its butt whipped in Afghanistan. In Iraq, it tried to establish something like a semi-colonial rule, and it had to leave. These were some of the weakest states in the Global South. American abilities to dominate directly or indirectly the Global South today is much diminished compared to 1950. By no means has it disappeared, but it is diminished.

This means then that it can’t be a sole hegemon. It can’t be the only superpower. It has to reduce its ambitions. So Biden’s militarism was, in many ways, kind of this last gasp. It was this frantic kick to try to reassert itself globally when it cannot.
Melissa Naschek

Are you saying American Empire has metastatic prostate cancer?
Vivek Chibber

Yeah. And the test came awfully late, unfortunately. It might also be losing its mind and be senile. We can run with this metaphor in many directions. But I think it is inevitable that the world is now headed toward multipolarity. It’s inevitable, and you know, in many ways it could be better.

In fact, the US has always made it a point to break international law in order to show the rest of the world that the rules don’t apply to it because nobody else was in the position to discipline it.

If it has to now abide by respecting, say, the Chinese or Russian sphere of influence, there are ways in which that’s a positive. Of course, this is still multi-imperial rivalry. These are all going to be imperial states and they’re going to do a lot of damage to the populations over which they have power.

But it might end up being a situation in which there is less large-scale global conflict, the way the United States stoked it. I don’t know. We’ll have to see. But whatever happens, I think we can say that we are headed toward multipolarity and I don’t think in a post-Trump world you’re going to see a return to the kind of American supremacy the way you did before.

Melissa Naschek

O Império Americano sobreviverá à multipolaridade?

Vivek Chibber

Como império regional, ele sobreviverá. Mas todos os impérios serão reduzidos no século XXI porque a capacidade dos Estados subordinados de resistir e de definir sua própria agenda é muito maior do que era.

Esqueça o século XIX, ou mesmo meados do século XX. Todos os Estados imperiais terão que recorrer a mecanismos de dominação mais sutis do que aqueles em que se baseavam no passado, que eram a invasão e o governo direto, ou coisas como a coerção militar. À medida que a economia capitalista global se desenvolve, a capacidade dos países subordinados de resistir aos ditames das potências imperiais dominantes também se desenvolve, o que significa que as potências imperiais dominantes serão mais limitadas em suas ações.

Colaboradores

Vivek Chibber é professor de sociologia na Universidade de Nova York. Ele é editor do Catalyst: A Journal of Theory and Strategy.

Melissa Naschek é membro dos Socialistas Democráticos da América.

O Sudeste Asiático está começando a escolher

Por que a região está se inclinando para a China

Yuen Foong Khong e Joseph Chinyong Liow


Deena So'Oteh

Mais do que a maioria das regiões do mundo, o Sudeste Asiático se viu no meio da crescente rivalidade entre EUA e China. A maioria dos principais países em outras partes da Ásia já está comprometida: Austrália, Japão, Coreia do Sul e Taiwan estão todos firmemente no campo dos EUA; a Índia parece estar se alinhando com os Estados Unidos, o Paquistão com a China; e os países da Ásia Central estão forjando laços cada vez mais estreitos com Pequim. Mas grande parte do Sudeste Asiático, uma região com quase 700 milhões de habitantes, continua em disputa. A superpotência que conseguir persuadir os principais países do Sudeste Asiático — como Indonésia, Malásia, Filipinas, Cingapura, Tailândia e Vietnã — a se manterem fiéis à sua linha de pensamento terá mais chances de concretizar seus objetivos na Ásia.

Por décadas, no entanto, os líderes do Sudeste Asiático rejeitaram a noção de que precisam escolher. Mesmo com Pequim e Washington tornando sua rivalidade o fato dominante da geopolítica global, as autoridades da região repetem o mantra de que podem ser amigos de todos. É claro que eles não estão alheios à realidade geopolítica em transformação. Como afirmou o primeiro-ministro de Singapura, Lee Hsien Loong, em 2018: “Acho muito desejável que não tenhamos que tomar partido, mas podem surgir circunstâncias em que a ASEAN [Associação das Nações do Sudeste Asiático] tenha que escolher um ou outro. Espero que isso não aconteça em breve.”

A avaliação de Lee sobre essa situação é representativa das opiniões não apenas da maioria dos países do Sudeste Asiático, mas também de grande parte do mundo. Reflete uma profunda consternação com os imperativos da competição entre superpotências. Afinal, um país como Singapura prosperou na era da globalização, apresentando-se como um entreposto com as portas abertas para o mundo. O Vietnã, uma ditadura ostensivamente comunista, tornou-se um importante polo de manufatura global, conectado às cadeias de suprimentos chinesas e ocidentais. Os vastos arquipélagos da Indonésia e das Filipinas, outrora assolados por conflitos internos, viram seus PIBs crescerem significativamente desde 2000. Quando as autoridades do Sudeste Asiático rejeitam a ideia de que precisam escolher lados, estão, na verdade, expressando sua preferência pela ordem global que prevaleceu após o fim da Guerra Fria, caracterizada pelo estreitamento das conexões econômicas e pela diminuição da contestação geopolítica.

Na esteira da crise financeira de 2008-2009, essa ordem começou a se evaporar. O Sudeste Asiático agora se encontra em meio a uma competição entre grandes potências. China e Estados Unidos estão cada vez mais em desacordo na Ásia. E os países do Sudeste Asiático, gostem ou não, não estão mais imunes às pressões que acompanham a competição entre grandes potências. Ao analisar as posições de dez países do Sudeste Asiático em uma série de questões relacionadas à China e aos Estados Unidos, uma coisa se torna evidente: nos últimos 30 anos, muitos desses países se distanciaram gradual, mas visivelmente, dos Estados Unidos e se aproximaram da China. Algumas mudanças são mais drásticas e significativas do que outras. Alguns países de fato conseguiram se proteger, ou seja, se equilibrar no abismo entre duas superpotências. A direção geral da viagem, no entanto, é clara. Os países do Sudeste Asiático podem insistir que estão se mantendo acima da concorrência, mas suas políticas revelam o contrário. A região está se aproximando da China, um fato que é um mau presságio para as ambições americanas na Ásia.

JOGO DE PODER

De acordo com o Índice de Poder Asiático do Instituto Lowy, que mede a força relativa dos países em termos de uma série de variáveis, incluindo capacidade econômica e militar e influência diplomática e cultural, o poder abrangente da China se aproximava de 90% do dos Estados Unidos no final da década de 2010. Isso foi resultado do crescimento espetacular da China desde a década de 1980 e da maneira como Pequim transformou suas conquistas econômicas em proezas diplomáticas, militares e até culturais. A ascensão da China levou acadêmicos americanos, na década de 1990, a debater se os Estados Unidos deveriam conter ou confrontar o crescente gigante asiático; os que se envolveram venceram, sem sombra de dúvidas. Embora os governos Clinton e George W. Bush tenham tido alguns momentos tensos com a China, eles não viam o país como um adversário. As guerras no Oriente Médio após os ataques de 11 de setembro distraíram Washington, e foi somente com a "virada para a Ásia" do governo Obama que os Estados Unidos reconheceram o potencial desafio representado pela China à hegemonia americana em todo o continente. Mesmo assim, Obama e sua equipe de segurança nacional não identificaram a China como um concorrente de igual para igual ou como uma ameaça à segurança nacional, em grande parte porque presumiram, como seus antecessores, que a integração da China à ordem econômica liderada pelos EUA tornaria a China mais politicamente liberal no devido tempo.

Isso mudou com a eleição de Donald Trump. O primeiro governo Trump dispensou qualquer noção de que a China se juntaria placidamente à ordem internacional liberal ou que adotaria reformas políticas liberais. Essa postura, ainda mais alimentada pela insistência de Trump de que não permitiria que a China fosse "maior" que os Estados Unidos, transformou a política americana. Washington passou a acreditar que uma China cada vez mais poderosa e autoritária representava uma ameaça estratégica aos Estados Unidos. A Estratégia de Segurança Nacional de 2017, a Estratégia de Defesa Nacional de 2018 e outras declarações políticas relacionadas à China daquela época — incluindo discursos do vice-presidente Mike Pence no Instituto Hudson em 2018 e do secretário de Estado Mike Pompeo na Biblioteca e Museu Presidencial Richard Nixon em 2020 — todas apontaram a China como o rival geopolítico mais poderoso e perigoso dos Estados Unidos. Essa avaliação sobreviveu à derrota eleitoral de Trump em 2020 e à chegada do presidente Joe Biden à Casa Branca. O governo Biden usou uma linguagem mais comedida, mas a essência de sua política permaneceu a mesma: a China era "o desafio geopolítico mais consequente" para os Estados Unidos, declarou a Estratégia de Segurança Nacional de Biden de 2022, e "o único concorrente com a intenção de remodelar a ordem internacional e, cada vez mais, o poder econômico, diplomático, militar e tecnológico para fazê-lo". No entanto, o governo Biden superou o governo Trump ao habilmente encurralar os aliados dos EUA para ajudar a restringir a China, como parte de uma "competição extrema" em todas as dimensões relevantes do poder.

Os governos do Sudeste Asiático podem não reconhecer que estão, de fato, tomando partido.

A competição entre EUA e China provavelmente se tornará mais intensa, complexa e perigosa do que a rivalidade entre EUA e União Soviética durante a Guerra Fria. Ao contrário da União Soviética, que era economicamente atrasada em comparação com os Estados Unidos da época da Guerra Fria, a China é uma concorrente muito mais formidável. E há muitos pontos de tensão em potencial na Ásia, incluindo a Península Coreana, o Estreito de Taiwan e o Mar da China Meridional. À medida que essa rivalidade se intensifica, cada superpotência desejará ter o maior número possível de países ao seu lado.

O Sudeste Asiático, uma região que recebe atenção irregular das capitais ocidentais, apesar de sua enorme população e crescente influência econômica, será uma arena importante nessa disputa. Para alguns países da região — especialmente aqueles, como as Filipinas, que possuem tratados de aliança ou fortes laços de segurança com os Estados Unidos — os limites estão claramente traçados. Eles gostariam de manter laços estreitos com Washington, acreditando que a projeção do poder militar dos EUA na região é propícia à paz e à estabilidade. Os países do Sudeste Asiático que se aliaram aos Estados Unidos durante a Guerra Fria, incluindo Indonésia, Malásia, Cingapura e Tailândia, geralmente prosperaram devido ao acesso a investimentos e mercados; aqueles que se aliaram à União Soviética ou à China — Vietnã, por exemplo — experimentaram um crescimento muito mais letárgico. Durante a Guerra Fria, era óbvio que os soviéticos não eram páreo para o Ocidente em termos econômicos. Hoje, no entanto, muitos do Sudeste Asiático acreditam que a China pode dar aos Estados Unidos mais do que uma corrida pelo seu dinheiro.

Não é surpreendente que muitos países que ainda não escolheram entre Pequim e Washington prefiram não escolher; eles querem ter o bolo e comê-lo também. A visão convencional (embora simplista) é que os países do Sudeste Asiático recorrem aos Estados Unidos em busca de segurança e à China em busca de comércio, investimento e crescimento econômico. Mas tanto a China quanto os Estados Unidos estão cada vez mais frustrados com essa proteção. Pequim quer exercer mais do que apenas influência econômica na região. Washington, sob o segundo governo Trump, quer fortalecer os laços econômicos e comerciais com o Sudeste Asiático, em parte para obter compensações pelo guarda-chuva de segurança que construiu na Ásia.

Alguns dos alinhamentos diplomáticos mais significativos no Sudeste Asiático ainda não foram determinados. A ASEAN, um consórcio dos dez países da região, não possui uma posição abrangente sobre as duas superpotências, devido aos diversos interesses nacionais de seus Estados-membros. De fato, as divergências nas relações com a China e os Estados Unidos testaram a solidariedade da ASEAN no passado e o farão novamente no futuro. Para ter uma ideia melhor de para onde a região está caminhando, é mais útil analisar os alinhamentos de cada país da ASEAN com base em suas escolhas políticas.

CONTINENTAL DRIFT

To understand the alignments of ASEAN countries, we examined five domains of interaction between these states and China and the United States: “political-diplomatic” and “military-security” engagement, economic ties, cultural-political affinity (or soft power), and signaling (the public messaging of states). We tracked four indicators in each domain, totaling 20 measures of alignment overall. For example, on the political-diplomatic front, we assembled data on UN voting alignment, the strength of bilateral cooperation, the number of high-level official visits, and membership in multilateral groupings. On the economic front, we examined imports, exports, business associations, and levels of foreign debt. Combining these measures allows us to arrive at a single score for each country. A score of zero indicates full alignment with China; a score of 100 indicates full alignment with the United States. By this metric, we consider the countries that fall within the range of 45 to 55 to be successful hedgers straddling the divide between the two superpowers.

The index, which we have called “The Anatomy of Choice Alignment Index,” offers two major findings. First, when Southeast Asian countries say they don’t want to choose between China and the United States, it doesn’t mean that all of them are on the fence. Averaging out their alignment positions over the past 30 years, we found that four countries—Indonesia (49), Malaysia (47), Singapore (48), and Thailand (45)—can be thought of as successful hedgers, doing their best to straddle the divide. Other ASEAN countries are more closely aligned with a superpower. The Philippines (60) is clearly aligned with the United States, whereas Myanmar (24), Laos (29), Cambodia (38), Vietnam (43), and Brunei (44) are all aligned with China.

Second, by disaggregating the 30-year period into two 15-year timespans, a more dynamic picture emerges of how alignments have changed—one that favors Beijing. Indonesia’s alignment score for the first period (1995–2009), for example, was 56, but in the second period (2010–24) it was 43, a change of 13 points in China’s favor. The country moved from being marginally in the United States’ camp to being marginally in China’s camp. Until 2009, Thailand was a determined hedger (49), but it has since leaned China’s way (41). The Philippines, a U.S. treaty ally, has also moved a bit closer to China even as it remains in the United States’ camp; it scores 62 in the first period and 58 in the second. Malaysia (from 49 to 46) and Singapore (from 50 to 45) have also moved marginally in China’s direction, although both remain within the band of hedgers. Cambodia (from 42 to 34), Laos (from 33 to 25), and Myanmar (from 24 to 23) continue their drift toward their northern neighbor, aligning solidly with China. The only country that has moved somewhat away from China and toward the United States in the past 30 years is Vietnam, although not by much (from 41 to 45). Our measurements in the more recent period suggest that Vietnam is about to join the likes of Malaysia and Singapore in straddling the superpower divide.

PUSH AND PULL

Southeast Asia’s drift toward China is due not to any single force but a mix of factors, including the domestic political needs of Southeast Asian governments, perceptions of economic opportunities and U.S. staying power, and geography. Domestic politics can play a decisive role. Cambodia provides an illustrative case. The 1997 coup that eventually brought the country’s leader, Hun Sen, to power set in motion a serious decline in U.S.-Cambodian relations and an improvement in Chinese-Cambodian relations. The United States suspended aid and instituted an arms embargo on Cambodia after the coup, which it condemned for undermining democracy. In the 2010s, the United States also denounced Cambodia’s poor record on human rights and corruption. Because of this naming and shaming, the Hun Sen regime came to see Washington as a threat to its security. It is not surprising that Cambodia chose to align more strongly with China, from which it derives myriad forms of support and has received little criticism. Beijing provides Phnom Penh with significant foreign investment, political support, and military assistance; it also does not seek to undermine the legitimacy of the regime.

Many governments in the region draw legitimacy from their ability to deliver strong economic performance. This, too, has aided China, which has become the largest trading partner for ASEAN. Nondemocratic regimes in ASEAN believe that China will best support their economic needs and their desire to secure political legitimacy. When it comes to foreign direct investment, China lags behind the United States in the region, but it is catching up fast in several countries through its Belt and Road Initiative, which has financed major infrastructure projects all over the world.

Such investment has forced many countries to revise their traditional ways of seeing the world. The Indonesian military, for instance, was suspicious of China and sympathetic to the United States during the Cold War, a dynamic most gruesomely illustrated by the mass killings of ethnic Chinese people and alleged communist sympathizers in the 1960s. But in recent decades, new political elites and business groups have succeeded in pushing a pro-growth agenda. They see China as a source of economic opportunity, not as a source of ideological threat. And they have steered Indonesia in China’s direction by welcoming Chinese investments, conducting high-level visits—in 2024, newly elected President Prabowo Subianto’s first foreign visit was to China, and in May 2025, Chinese Premier Li Qiang made a reciprocal visit to Indonesia—participating in military exercises with China, and avoiding the common practice of targeting ethnic Chinese Indonesians as scapegoats for Indonesia’s economic ills.

Ministro das Relações Exteriores da Indonésia, Sugiono, e Ministro das Relações Exteriores da China, Wang Yi, em Pequim, abril de 2025
Iori Sagisawa / Reuters

Trump’s return to the White House has stoked further anxiety about U.S. military and economic commitments to Southeast Asia. The second Trump administration seems intent on shifting responsibility for Europe’s security to European governments. The administration’s strategy regarding China and Asia more broadly remains unclear. On the security front, Secretary of Defense Pete Hegseth’s March visit to the Philippines and Japan suggests that the United States remains keen to consolidate its Asian alliances, starting with two of its most steadfast allies in the region. As the Philippines spars with China over disputed maritime territories, Hegseth claimed that the U.S. commitment to the Philippines is “ironclad.” But Thailand, another formal U.S. treaty ally, was not on Hegseth’s itinerary. A wiser approach, based on an understanding of Thailand’s drift in China’s direction and the United States’ interest in arresting that slide, would also have taken Hegseth to Bangkok.

Other strategic partners of the United States will also be keeping a close eye on the U.S. military presence in Southeast Asia; they will have to recalibrate their security reliance on and cooperation with the United States if they conclude that Washington is likely to retreat from the region. In 2017, Malaysian Defense Minister Hishammuddin Hussein voiced concerns about hints from the first Trump administration that it could reduce U.S. overseas commitments. He hoped that the United States would reconsider scaling back its engagement in the Asia-Pacific. If not, he continued, ASEAN had to be prepared for heavier security responsibilities. More recently, in April 2025, Singaporean Prime Minister Lawrence Wong argued that the “new normal” will be one in which “America is stepping back from its traditional role as the guarantor of order and the world’s policeman.” No other country, however, is ready to fill the gap. “As a result, the world is becoming more fragmented and disorderly.” Trump’s belief that the projection of U.S. military power serves the protected more than it serves the United States has alarmed some in Southeast Asia. In February, Ng Eng Hen, then Singapore’s defense minister, noted that the image of Washington in the region had changed from “liberator to great disruptor to a landlord seeking rent.” As one senior Southeast Asian diplomat based in Washington said half-jokingly to one of us after the debacle of Ukrainian President Volodymyr Zelensky’s February visit to the White House: “Ukraine has critical minerals to offer. What do we have?”

On the economic front, Trump slapped high “reciprocal” tariffs on Southeast Asian countries in early April. Although they have been paused and their future is uncertain, that threat now looms over the region’s economies. Southeast Asian countries fear not just the serious loss of access to U.S. investment and the American market but also the United States’ abdication of its economic leadership—the ceding of its historical role in shaping the economic architecture of the region to others. If it becomes clear that the United States is disengaging economically and militarily from the region, its ten countries will increasingly have to rely on one another and engage with Australia, Japan, and South Korea more seriously. But that imperative will be counterbalanced, and perhaps even overwhelmed, by the temptation to gravitate toward China.

At a fundamental level, geography shapes the decisions many of these countries have to make. Those that share a border with China, such as Laos, Myanmar, and Vietnam, will feel the natural gravitational pull of Beijing. To be sure, that may be tempered by historical suspicions or animosity, as in the case of Vietnam, which fended off a Chinese invasion in 1979. But proximity can force compromises. In Myanmar, the military junta that took power after the 2021 coup has become reliant on China for diplomatic support and trade, even though it is aware of Beijing’s support for ethnic armed insurgent groups operating in border regions. Laos has become almost entirely reliant on Chinese funds for the building of hydroelectric dams along the Mekong River within its borders; infrastructure loans from China now account for half of the foreign debt that the landlocked country has incurred. Geography also helps explain why Vietnam has only cautiously inched toward the United States. Despite Washington’s avowed interest in elevating relations with Hanoi to the “comprehensive strategic partnership” level, Vietnam resisted until 2023, which is 15 years after it had established such a relationship with China. The United States remains far away, no matter its wide network of military bases. And its remove may make it less likely to commit resources and personnel to ensuring peace and stability in the South China Sea, one of the major regional flash points, if push ever comes to shove.

CEDENDO O CAMPO

Embora o Sudeste Asiático esteja claramente se inclinando para a China, os padrões de alinhamento não são imutáveis. Os países podem mudar sua orientação rapidamente. Por exemplo, sob a presidência de Gloria Macapagal Arroyo, de 2001 a 2010, as Filipinas se inclinaram para a China. Seu sucessor, Benigno Aquino III, que governou de 2010 a 2016, puxou o país de volta para os Estados Unidos. Rodrigo Duterte, que sucedeu Aquino, se inclinou para a China; seu sucessor, Ferdinand Marcos Jr., voltou para os Estados Unidos.

Entre os estados do Sudeste Asiático com populações de maioria muçulmana, incluindo Indonésia e Malásia, a indignação com o apoio de Washington à guerra de Israel em Gaza levou governos a se distanciarem dos Estados Unidos e a questionarem as invocações americanas da chamada ordem internacional baseada em regras. Uma pesquisa de 2024 do ISEAS–Instituto Yusof Ishak descobriu que metade dos quase 2.000 especialistas entrevistados em dez países do Sudeste Asiático — pessoas oriundas da academia, de grupos de reflexão, do setor privado, da sociedade civil, da mídia, do governo e de organizações regionais e internacionais — concordaram que a ASEAN deveria escolher a China em vez dos Estados Unidos; apenas um ano antes, 61% dos entrevistados haviam preferido os Estados Unidos à China.

A Indonésia pode estar caminhando para um alinhamento mais próximo com a China.

Muitos governos do Sudeste Asiático podem não reconhecer que estão, de fato, tomando partido. Por manterem laços com ambas as superpotências, presumem que sua política externa é finamente calibrada e equilibrada. Eles escolhem à la carte entre as ofertas americanas e chinesas. Podem aderir à Iniciativa Cinturão e Rota da China, ao Banco Asiático de Investimento em Infraestrutura, ao acordo de livre comércio conhecido como Parceria Econômica Regional Abrangente e à Iniciativa de Desenvolvimento Global e à Iniciativa de Segurança Global de Pequim. Ao mesmo tempo, teriam podido participar da Parceria Transpacífica liderada pelos EUA (mas agora abandonada) ou aderir ao mais recente Quadro Econômico Indo-Pacífico para a Prosperidade e outros programas americanos projetados para combater a Iniciativa Cinturão e Rota. Eles também acolhem de braços abertos os investimentos do setor privado americano. O investimento estrangeiro direto dos EUA no Sudeste Asiático supera os investimentos americanos na China, Japão e Coreia do Sul juntos. Por meio dessas escolhas, um país pode atingir um ponto crítico e acabar mais em um campo do que no outro, sem perceber que cruzou um limite. A Indonésia, por exemplo, pode estar caminhando para um alinhamento mais estreito com a China — não como resultado de uma escolha estratégica consciente, coerente e grandiosa, mas porque o acúmulo de suas escolhas (como a adesão a diversas iniciativas multilaterais chinesas) em diferentes setores pode, com o tempo, incliná-la decisivamente para Pequim.

Mesmo com a ascensão da China e a retração dos Estados Unidos, os povos do Sudeste Asiático não estão dispostos a desistir de Washington. Pesquisa após pesquisa mostra que o Sudeste Asiático vê a China como a potência econômica e estratégica mais influente da região, superando os Estados Unidos por margens significativas. Mas os povos do Sudeste Asiático também nutrem reservas consideráveis ​​sobre como a China pode exercer esse poder. Quando questionadas sobre em quem confiam, as elites de vários setores da sociedade classificam o Japão em primeiro lugar, os Estados Unidos em segundo, a União Europeia em terceiro e a China em um distante quarto lugar, de acordo com a pesquisa de 2024 do Instituto ISEAS-Yusof Ishak. Em outras palavras, embora a China continue sendo um concorrente persistente e formidável para os Estados Unidos, e embora grande parte do Sudeste Asiático pareça estar gravitando em direção à China, Pequim ainda tem muito trabalho a fazer para acalmar as preocupações e conquistar a confiança dos Estados da região.

O segundo governo Trump pode facilitar a tarefa de Pequim se as tarifas punitivas do "Dia da Libertação", impostas em 2 de abril a Estados-chave da ASEAN, como Indonésia, Malásia e Vietnã, não forem reduzidas significativamente; se autoridades americanas importantes não comparecerem às reuniões anuais da ASEAN; e se o governo cumprir sua ameaça de impor tarifas de 100% aos países que aderiram (Indonésia) ou estão se preparando para aderir (Malásia, Tailândia e Vietnã) ao BRICS, uma coalizão de potências não ocidentais que inclui China e Rússia. Se não mudar de postura, o governo Trump cederá livremente a confiança e a boa vontade que seus antecessores construíram no Sudeste Asiático ao longo do último meio século.

YUEN FOONG KHONG é Professor Li Ka Shing de Ciência Política e Codiretor do Centro sobre Ásia e Globalização da Escola de Políticas Públicas Lee Kuan Yew da Universidade Nacional de Singapura.

JOSEPH CHINYONG LIOW é Catedrático Tan Kah Kee de Política Comparada e Internacional e Reitor da Faculdade de Humanidades, Artes e Ciências Sociais da Universidade Tecnológica de Nanyang, Singapura.

Nação dispensável

América em um mundo pós-americano

Kori Schake

Foreign Affairs

Rob Dobi

A ascensão do presidente Donald Trump ao poder e seu apelo político duradouro foram impulsionados, em parte, por sua descrição dos Estados Unidos como um fracasso: exaustos, fracos e arruinados. Num ato característico de autocontradição, contudo, sua política externa se baseia em uma superestimação significativa do poder americano. Trump e seus assessores parecem acreditar que, apesar da suposta situação precária do país, ações unilaterais por parte de Washington ainda podem forçar outros a capitular e se submeter aos termos americanos.

Mas, desde o fim da Segunda Guerra Mundial, o poder americano tem se baseado principalmente na cooperação, não na coerção. A equipe de Trump ignora esse histórico, toma como garantidos todos os benefícios que uma abordagem cooperativa produziu e não consegue vislumbrar um futuro em que outros países optem por se retirar da atual ordem internacional liderada pelos EUA ou construam uma nova que seja antagônica aos interesses americanos. No entanto, esses são precisamente os resultados que o governo Trump está acelerando.

O cientista político Michael Beckley argumentou na Foreign Affairs que os Estados Unidos estão se tornando "uma superpotência desonesta, nem internacionalista nem isolacionista, mas agressiva, poderosa e cada vez mais voltada para si mesma". Esse retrato é preciso, mas incompleto, pois não captura completamente até que ponto o domínio americano pode ser minado ou restringido por outros. Na era Trump, muitos especularam se, ou em que medida, os Estados Unidos se retirariam de seu papel de liderança no mundo. Mas uma questão mais urgente poderia ser: e se o resto do mundo se antecipar a Washington, retirando-se da ordem cooperativa liderada pelos EUA que tem sido a base do poder americano?

Alguns podem argumentar que, mesmo que os aliados dos EUA e os países neutros não gostem da forma como Trump exerce o poder americano, eles têm pouca escolha a não ser concordar com isso agora e se acomodarão a isso no longo prazo, apaziguando os Estados Unidos o máximo possível e se protegendo apenas quando absolutamente necessário. Afinal, eles podem vir a odiar e desconfiar dos Estados Unidos, mas não tanto quanto já odiaram e desconfiaram da China, da Rússia e de outros rivais americanos. Nessa visão, os Estados Unidos que Trump quer criar seriam o pior hegemônico possível — exceto por todos os outros possíveis candidatos. Além disso, mesmo que outros países quisessem se retirar da ordem liderada pelos EUA ou contornar Washington, eles não têm a capacidade de fazê-lo, individual ou coletivamente. Eles podem ansiar pelos dias em que um Estados Unidos mais internacionalista, aberto e cooperativo moldou a ordem mundial. Mas aprenderão a conviver com um Estados Unidos mais nacionalista, fechado e exigente.

Essa visão resulta de uma falta de imaginação — uma fonte comum de fracasso estratégico, uma vez que a arte de governar exige que se antecipe como outros atores do sistema internacional reagirão e quais forças poderão acionar. Sem a capacidade de fazer isso, a equipe de Trump adotou uma abordagem baseada em duas premissas equivocadas: a de que outros países, organizações internacionais, empresas e organizações da sociedade civil não têm alternativa à capitulação diante das demandas dos EUA e que, mesmo que surgissem alternativas, os Estados Unidos poderiam permanecer predominantes sem seus aliados. Isso é solipsismo disfarçado de estratégia. Em vez de produzir uma ordem menos restritiva na qual o poder americano florescerá, produzirá uma ordem mais hostil na qual o poder americano desaparecerá.

NÃO SEI O QUE VOCÊ TEM ATÉ PERDER

Apesar do menosprezo de Trump, os Estados Unidos são incrivelmente fortes e dinâmicos. Nenhum outro país avançado depende tanto de seu mercado interno e tão pouco do comércio exterior. Cerca de metade do comércio global e quase 90% das transações cambiais globais são realizadas em dólares americanos, um extraordinário repositório de valor que permite a Washington o luxo de gastos deficitários que seriam escandalosos em qualquer outro lugar. Ao contrário de quase todos os outros países desenvolvidos, os Estados Unidos têm uma força de trabalho crescente na faixa etária mais produtiva. O país ostenta abundantes recursos naturais, tem vizinhos amigáveis, atrai as pessoas mais talentosas do mundo para suas universidades e empresas, promove a mobilidade social e econômica que reduz as animosidades étnicas e religiosas e é governado por um sistema político bem adaptado a uma sociedade diversa.

Mas Trump e sua equipe estão esgotando essas vantagens em um ritmo alarmante. Desde que assumiu o cargo em janeiro, elementos da democracia constitucional do país foram minados — ou, pior ainda, transformados em armas para servir a fins partidários ou satisfazer as vinganças pessoais de Trump. A Casa Branca expandiu agressivamente o poder do Executivo, atropelando a autoridade do Congresso, recusando-se a cumprir ordens judiciais e questionando a independência de instituições vitais como o Federal Reserve (Fed). Trump tem como alvo as universidades americanas de elite, privando-as do financiamento federal que usam para criar tecnologias inovadoras e avanços médicos. Ele permitiu que Elon Musk, um bilionário titã da tecnologia que doou somas enormes para sua campanha, atropelasse a burocracia federal, expulsando muitos dos talentosos servidores públicos de carreira que fazem o governo federal funcionar e executam a política externa dos EUA.

Enquanto isso, a errática guerra comercial de Trump, que visa rivais e aliados, abalou os mercados, assustou investidores e convenceu os parceiros de Washington de que não podem mais confiar nos Estados Unidos. Trump ameaçou a soberania de aliados e criticou publicamente seus líderes, ao mesmo tempo em que elogiava os ditadores e bandidos que os ameaçavam. A eliminação radical e peremptória da assistência externa americana pelo governo removeu uma alavanca de influência americana e transmitiu um nível de indiferença que não passará despercebido. Enquanto os amigos do país assistiam com horror e seus rivais com júbilo, os Estados Unidos passaram de indispensáveis ​​a insuportáveis.

Trump na Casa Branca, Washington, D.C., junho de 2025
Kevin Lamarque / Reuters

The American experience of dominance in the international order is historically anomalous because it has occasioned so little hedging on the part of others. Typically, a rising power creates incentives for other countries to counterbalance its influence: in the fifth century BC, the rise of Athens caused neighboring states to seek protection from Sparta; in the Great Northern War of the early eighteenth century, the ambitions of King Charles XII of Sweden provoked an anti-Swedish coalition; a century or so later, France’s growing power fostered the coalition that eventually defeated Napoleon. But the international order that the United States and its allies created out of the ashes of World War II prevented that seeming inevitability. Its agreed-on rules and consensual participation maximized the influence of small countries and midsize powers that enjoyed the safety provided by American power. The United States voluntarily restrained itself to encourage cooperation. As a result, the American order was remarkably cost-effective, because the rules so seldom had to be enforced. No dominant power has ever had so much assistance from others in maintaining its dominance.

That order is now collapsing. Trump has a deep-seated ideological conviction that allies are a burden. His tactic in negotiations is to use U.S. leverage to wring concessions from all counterparties at all times. But this approach fails to account for how cooperation can act as a force multiplier. Take the case of Iran. The United States has maintained draconian sanctions on the Islamic Republic since 1979. American pressure alone, however, was not enough to get Tehran to come to the negotiating table over its nuclear program. Doing so required China, Russia, and Washington’s European allies to sign on to a sanctions regime.

The war in Ukraine offers another example. To bring an end to the war, the Trump administration may want to relax sanctions on Russia or force Ukraine to capitulate to Moscow’s aggression. But it would take European acquiescence for the Russian economy to recover, and European countries could continue to support Ukraine even without American assistance. Instead of securing the cooperation of European allies in the negotiations, however, Trump has frozen them out. Similarly, the United States wants to restrict China from acquiring certain kinds of advanced technology, such as tools and components critical to manufacturing semiconductors. But without the compliance of countries that manufacture such things, including Japan and the Netherlands, U.S. restrictions won’t work. Threats to exclude countries from the U.S. market or to strip their ability to use the U.S. dollar for transactions won’t be effective if Washington is going to restrict market access no matter what, or if the dollar loses its centrality to the global economy.

A abordagem de Trump é solipsismo disfarçado de estratégia.

The Trump administration has hardly been alone in abetting the corrosion of an international order advantageous to the United States. Washington has been weaponizing economic interdependence for decades, and in response to a widespread belief among American voters that free trade harmed U.S. manufacturing and hollowed out the American economy, the last three presidential administrations have all been hostile to providing market access, even to preferred trading partners whose inputs are essential to U.S. production.

For many years, U.S. allies—particularly those in Asia, which fear China’s growing power—have pleaded with Washington to pursue an economic strategy that would allow them to reduce their reliance on China. During President Barack Obama’s second term, his administration negotiated the Trans-Pacific Partnership, which offered a collaborative way forward. The deal would have linked 12 economies, taken advantage of Asia’s economic dynamism, and used the promise of access to American markets to compel higher environmental and labor standards that would, in turn, make U.S. production more competitive. But the Obama administration let the deal languish instead of pushing for congressional ratification. Both major-party presidential candidates disavowed it in 2016, Trump withdrew from the negotiations in 2017, and Joe Biden chose not to join the pact after he became president in 2021.

When it comes to burning bridges, however, nothing matches the speed and destructiveness of Trump’s policies in the past few months. According to a recent survey conducted by the opinion-research firm Cluster 17 and the journal Le Grand Continent, 51 percent of Europeans “consider Trump to be an enemy of Europe.” And this sentiment is strongest in countries that had previously been most supportive of the United States, such as Denmark and Germany. “Americans—at least this part of the Americans, this administration—are largely indifferent to the fate of Europe,” said Friedrich Merz, now Germany’s chancellor, after his center-right party prevailed in elections in February. As a result, he said, “my absolute priority will be to strengthen Europe as quickly as possible so that, step by step, we can really achieve independence from the United States.” His words captured what would have been a fringe belief a decade ago but has become conventional wisdom in Europe today.

AMERICA ALONE

In recent years, U.S. adversaries including China, Iran, North Korea, and Russia have stepped up their cooperation in the face of Washington’s efforts to isolate them, helping one another skirt sanctions, arm their militaries, and carry out various acts of aggression. This hardly comes as a surprise, and American policymakers have plenty of experience in dealing with such machinations. What they lack, however, is any experience of a world in which traditional American allies and more neutral countries also start working together—but against the United States.

The first signs of this process might look like little more than symbolic protests, as countries and institutions seek ways to strip Washington of its traditional convening power. Heads of state might avoid Oval Office meetings, foreign officials might be unavailable for phone calls to coordinate policy with their American counterparts, and the heads of international organizations might not schedule the kinds of summits that grant U.S. officials stature and allow them to set the agenda and meet with many world leaders at once. Fearing that Washington plans to withdraw U.S. troops stationed in Europe, the NATO secretary-general might cancel the alliance’s annual summit to avoid giving the American president a platform to announce the move; the UN secretary-general could choose not to accommodate U.S. scheduling requests for Security Council meetings or decline to give U.S. representatives the floor for arguments. Although such acts might seem trivial, they would erode Washington’s ability to make sure that its policy proposals form the basis of international debate and action.

A global retreat from Washington would quickly begin to have far more palpable effects by taking a toll on the American economy. Countries might choose not to invest in U.S. Treasuries or might buy them only at higher interest rates, imposing higher costs on Washington for servicing the national debt. The United States can sustain the eye-popping profligacy of its national debt only because investors consider the U.S. dollar to be a safe haven. But Trump and his Republican allies in Congress are destroying that hard-earned privilege with tariffs and a budget that will push debt levels to unprecedented heights. (It should have come as no surprise when, in May, Moody’s downgraded the United States’ credit rating.) Over time, the United States might suffer an exodus of investors, who cherish not only the growth they have come to expect from U.S. markets but also the stability, rule of law, and regulatory independence that undergird the American economy. Meanwhile, foreign governments might begin to use subsidies and regulations to create supply chains that avoid American-made components.

If Washington continues to erect significant barriers to foreign goods, its trading partners will seek out other markets, increasing their integration with one another at the expense of American companies. In March, Japan and South Korea, the two Asian U.S. allies most dependent on the United States, held a trade summit with China, after which the three countries jointly announced a plan to pursue a new trilateral free trade agreement and pledged to work together to develop “a predictable trade and investment environment” in the region. Washington needs Tokyo and Seoul on its side to create economies of scale and circumvent Chinese supply chains. Japan and South Korea are the two anchors of Asian economic dynamism; without them, American efforts to marginalize China cannot succeed.

Trump’s disdain for multilateralism is also imperiling the International Monetary Fund and the World Bank. For decades, they have helped shape the global economy to Washington’s advantage. But the Trump administration has accused them of “falling short” and has demanded they align their agendas with the president’s, creating concern that Washington might withdraw from them—or starve them, as it has the World Trade Organization.

WATCH YOUR BACK

U.S. national security would also suffer if countries started to decouple from Washington. Consider intelligence sharing, another area in which Washington can expect less cooperation. That practice requires U.S. partners to trust that any information they share with Washington won’t be used to disadvantage them and that the sources and methods for acquiring that intelligence will remain secret. In Trump’s first term, U.S. allies quickly learned that the president was cavalier about classified information. In May 2017, The New York Times reported, Trump casually discussed classified information about a terrorist plot, which Israel had provided to the United States, with Russian officials visiting the White House. The cause for concern has only grown in his second term. In March, a number of Trump’s cabinet officials used Signal, an unclassified commercial mobile app, to share and discuss classified details about an imminent U.S. strike on Houthi militants in Yemen. Such laxity might cause other countries to become more cautious about what they share with Washington, as well as how and when they share it.

Trump’s approach to managing the U.S. military could also contribute to a flight from American leadership. Some of the military’s most highly trained units are now being diverted from high-intensity combat preparations at the army’s National Training Center in order to assist with immigration enforcement at the border with Mexico. In pursuit of such presidential priorities, the country’s armed forces will lose operational proficiency, making them a less valuable partner and a less available one, as well. Allies may choose to avoid acquiring U.S.-made weaponry for fear that Washington or an American company might deny them permission to use it in a crisis—just as Musk denied Ukraine the ability to use his Starlink communications network to carry out an attack on Russian forces in Crimea in 2022. That avoidance, in turn, may pose problems for interoperability. Getting militaries to work intimately together is difficult enough when they’re using compatible equipment; increasing the degree of difficulty will chip away at one of the central advantages Washington and its allies enjoy over potential adversaries.

Uma faixa representando o símbolo russo pró-guerra "Z", Moscou, março de 2025
Yulia Morozova / Reuters

The U.S. military’s ability to project power across the globe relies on partners and allies. The Pentagon cannot provide a surge of forces to the Middle East without using ports in Belgium and Germany, or dispatch forces across the Pacific (much less sustain combat operations against China) without using bases in Japan and the Philippines. The United States cannot carry out airstrikes on terrorists in Afghanistan without permission to transit Pakistani airspace, and many more American service members would have died in the wars in Afghanistan and Iraq had the U.S. military not maintained access to its Ramstein Air Base and Landstuhl hospital in Germany. Washington would not be able to carry out war plans with the requisite speed without preferential passage through the Panama and Suez Canals. American military power isn’t autarkic; it’s dependent on others. But growing antipathy to U.S. policies will alienate publics in other countries and make it more difficult for their governments to provide support to American military operations, much less participate in them. Imagine if terrorists carried out a massive attack on the United States and allies didn’t rush to help, as they did after the 9/11 attacks, in part by supporting U.S. forces in Afghanistan.

The United States’ dense web of alliances and partnerships also enables the “extended deterrence” that protects Washington’s friends from their enemies. But Trump has already weakened that pillar of the post–Cold War order. In 2019, for example, after Iranian proxies attacked major oil processing facilities in Saudi Arabia, American allies took note that Trump chose not to retaliate.

The Trump administration seems to believe that if Washington forces its allies to stand on their own, they will make choices that would benefit the United States. That is unlikely to be true. Although most American allies have militaries superior to those of their potential adversaries, they generally lack the confidence to use them. Washington’s European allies could unquestionably defeat the Russian military in a conventional, nonnuclear war. Finland alone could probably defeat Russia in such a fight if backed by security guarantees from at least one of its nuclear-armed allies, France or the United Kingdom.

Trump não foi o único a instigar a corrosão da ordem liderada pelos EUA.

But U.S. allies in Europe have too little confidence in their own strength. And if the United States walks away from them, they are likely to make compromises with aggressors that would harm their interests and Washington’s, as well. That is what France and Germany did after Russia invaded Ukraine in 2014, and the Obama administration barely reacted. The European powers pressured Ukraine into accepting the so-called Minsk agreements, which formalized a buffer zone of Russian occupation on Ukrainian territory. But that didn’t stop the fighting: Russia reinforced its positions, violated the accords, and invaded again in 2022.

In the years to come, a Russian encroachment onto the territory of a Baltic member of NATO, coupled with threats to use nuclear weapons if NATO resisted, could fracture the West. The Trump administration might be unwilling to trade New York for Tallinn—and France, Germany, and the United Kingdom might fold, too. A Europe consumed with such insecurity wouldn’t be particularly keen to help Washington deal with Chinese military and commercial aggression or to help constrain the Iranian nuclear program.

Trump routinely calls into question the reliability of U.S. security guarantees by demonstrating his indifference to the security of treaty allies that do not spend what he considers to be the proper amount on defense. And the shameful way that he equates Russia’s aggression against Ukraine with that country’s heroic defense of its sovereignty has eroded the sense of basic American morality—imperfect and inconsistent though it might be—that attracts cooperation from like-minded countries. If U.S. policies are overtly amoral and thus indistinguishable from those of China and Russia, other countries might opt to side with those powers, betting that at least their behavior will be more predictable.

A BAD BET

The Trump administration may be relying on the antipathy that U.S. allies feel toward the ideologies that guide American rivals such as China, Iran, North Korea, and Russia. In this view, even if U.S. partners don’t like certain things Washington does, they’re ultimately going to stick with the United States out of a sense of democratic solidarity. But U.S. allies easily overcame whatever ideological objections they may have had and continued trading with Russia after the 2014 invasion of Ukraine, and with China despite its repression of Uyghurs and its crackdown in Hong Kong in recent years. Besides, the Trump administration itself hardly considers ideological differences to be an obstacle to cooperation. A mismatch between American and Russian values has not prevented Trump from taking Moscow’s side in the Ukraine war. Under his administration, Washington won’t be “giving you lectures on how to live or how to govern your own affairs,” Trump assured a gathering of investors and Saudi leaders in May. If Washington doesn’t act as if ideology matters, it shouldn’t expect that others will.

Trump and his team may also believe that the convergence of Chinese, Iranian, North Korean, and Russian power is of such magnitude that European resistance would prove futile without American heft. Better, in this view, to revive the nineteenth-century practice of the great powers dividing up the world. Doing so, however, would concede Europe to Russia and Asia to China, which would constitute a colossal loss. Moreover, there is no reason to assume that such concessions would slake Chinese and Russian ambitions: consider, for example, what Beijing’s massive investments in Latin America and attempts to corrupt the Canadian political system suggest about Chinese intentions.

Another potential explanation for the Trump administration’s approach is that it sees most forms of alliance management as at best a distraction from and generally an impediment to winning the contest with China. Trump administration officials would hate the comparison, but that position is a continuation of the Biden administration’s argument that the most important thing for the United States is to strengthen itself at home: to have the best economy, the most innovative technology, and the strongest military.

According to this logic, winning in those dimensions will draw global support because people like to be on the side of a winner. But that won’t be the case if others don’t have access to the American market or if they consider American technology dangerous to them or believe the U.S. military offers them no genuine protection. The United States should, of course, strengthen itself. But when it does so without benefiting others, they will try to shield themselves and limit their exposure to American power.

And if Trump is truly aiming to make the country stronger abroad by making it stronger at home, he is doing so in a curious way. The administration’s ill-conceived tariffs are increasing market volatility and making business planning practically impossible. Republican legislation advocated by Trump is likely to explode the deficit and increase inflation. The association of U.S. technology titans with the administration’s assault on government agencies and the rule of law is damaging their brands and imperiling their market values and adoption rates. And according to the defense analyst Todd Harrison, the budget proposal Trump has championed would result in a $31.5 billion reduction in defense spending in 2026 compared with what the Biden administration had projected for that year, which was itself inadequate to the security challenges the country faces. This is an agenda for weakness, not strength.

NEITHER FEARED NOR LOVED

Trump and his team are destroying everything that makes the United States an attractive partner because they fail to imagine just how bad an order antagonistic to American interests would be. The United States’ indispensability was not inevitable. In the post–­Cold War world, the country became indispensable by taking responsibility for the security and prosperity of countries that agreed to play by rules that Washington established and enforced. If the United States itself abandons those rules and the system they created, it will become wholly expendable.

The self-destruction of American power in the Trump years is likely to puzzle future historians. During the post–Cold War era, the United States achieved unprecedented dominance, and maintaining it was relatively easy and inexpensive. All of Trump’s predecessors in that period made errors, some of which significantly reduced U.S. influence, aided the country’s adversaries, and limited Washington’s ability to induce cooperation or compliance on the part of other countries. But none of those predecessors intended such outcomes. Trump, on the other hand, wants a world in which the United States, although still rich and powerful, no longer actively shapes the global order to its advantage. He would prefer to lead a country that is feared rather than loved. But his approach is unlikely to foster either emotion. If it stays on the path Trump has started down, the United States risks becoming too brutal to love but too irrelevant to fear.

In the years to come, the alliances it took decades to foster will begin to wither, and U.S. rivals will waste no time in leaping to exploit the resulting vacuum. Some of Washington’s partners may wait for a while, hoping that their American friends will come to their senses and try to reestablish something akin to the traditional U.S. leadership role. But there is no going all the way back; their faith and trust have been irreparably damaged. And they won’t wait long, even for an American return to form that would amount to less than a full restoration. Soon, they will move on—and so will the rest of the world.

KORI SCHAKE é pesquisadora sênior e diretora de Estudos de Política Externa e de Defesa do American Enterprise Institute e autora de Safe Passage: The Transition From British to American Hegemony. Ela atuou no Conselho de Segurança Nacional e no Departamento de Estado dos EUA durante o governo George W. Bush.