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As Trump prepares to return to the White House, his foreign policy picks are already showing just how radically his presidency could reshape geopolitics. New York Times Correspondent David Sanger joins Ian Bremmer on GZERO World to discuss just what a Trump 2.0 foreign policy could look like for some of the key geopolitical flashpoints today. From the wars in Ukraine and the Middle East to the increasingly strained US-China relationship, the only thing we can say for sure is that the Trump sequel will look far different from the original.
And that uncertainty, Sanger tells Bremmer, is why Trump won the election. "If you voted for Donald Trump in the 2024 election, it was probably with a thought that these institutions need to be blown up." One of the biggest questions, however, is just how Trump will approach the Ukraine war, and if he'll follow through on his campaign pledge to end the conflict in "24 hours." "Trump would love to come in as the man who ended the Ukraine war" Sanger says, "But the only way I can imagine in my limited way for how you do that in 24 hours is you have a call of Vladimir Putin and you say, Vlad, what do you need?"
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Aftermarathon sessions and deep divisions, COP29 concluded in Baku, Azerbaijan, with a commitment of $300 billion in annual assistance by 2035 to help poorer nations cope with climate change. That’s up from today’s pledges of $100 billion a year. Twenty-three contributors will kick in the funds, including the UK, US, Japan, and countries in the EU. Recipients include countries in Africa and South America, as well as a host of small island states.
While some delegates applauded the deal, many developing nations branded it a “betrayal.” Indian delegate Chandni Raina called it “an optical illusion.” “This will not address the enormity of the challenge,” she said. Meanwhile, low-lying nations like the Marshall Islands acknowledged that the deal is a “start” but ultimately insufficient.
While the agreement also lays groundwork for next year’s COP30 in Brazil, big questions remain. Will wealthy nations deliver on their pledges? How will the funds be divided? What can developing nations do if it isn’t enough?
The urgency is real. 2024 is expected to be the hottest year ever (the second record year in a row), with global emissions still rising. The world is currently on track for temperature increases of up to 3.1 C (5.6 F) by the end of the century, according to the 2024 UN Emissions Gap report.How Trump 2.0 could reshape US foreign policy, with the New York Times' David Sanger
Listen: On January 20, 2025, Donald Trump will re-assume the most powerful office in the world amidst the global backdrop of two major wars, comparatively weaker US allies, more aggressive rogue states, and a more complex and competitive international architecture. On the GZERO World Podcast, Ian Bremmer sits down with New York Times national security and White House correspondent David Sanger to talk about what US foreign policy might look like under Trump 2.0.
"It's a Donald Trump administration," Sanger tells Bremmer, which means that ideological consistency is not the currency of the moment. Loyalty is the currency of the moment." Some of Trump's picks so far show how important loyalty is to him and also that he's no longer going to defer to any "adults" in the room. He wants a cabinet that empowers him rather than reining him in. Moreover, Sanger notes that Trump will be taking the reins of the world’s most powerful office with the full support of the Senate, House, and a deeply conservative Supreme Court. Oh, and those moderating guardrails—like Mattis and Kelly—from the first Trump term? Gone. In short order, the entire world will know what Trump unleashed looks like. Whether or not that's a good thing...only time will tell.
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HARD NUMBERS: NW natural gas prices hit record lows, Solar company sues border authorities, Turkey prices tank as holiday approaches, RFK Jr. takes aim at AMA
1.04: Natural gas prices in western Canada and the northwestern US are athistoric lows as local producers continue to ramp up production. At the latest reading, the benchmark cost for a million British thermal units of gas was $1.04. British Columbia producers have been expanding output ahead of the opening of a liquefied natural gas export facility on the B.C. coast next year.
5 million: A Canadian solar panel firmhas launched a lawsuit against border authorities over their wrongful detainment of $5 million worth of panels from China suspected of having been made with forced labor. In 2020, Canada adopted rules to stop the import of products made with slave labor, above all in China’s Xinjiang province, where Beijing operates forced labor camps. Since then, about 50 shipments have been intercepted — only one was proven to violate the rules.
6: As the Thanksgiving holiday approaches in the US, Americans can be grateful for this: prices for turkey, the centerpiece of the holiday spread, aredown 6% this year, in part because of ebbing demand for the bird. Still, Turkey prices are 19% higher than they were before the pandemic.
10,000: Robert F. Kennedy Jr., whom president-elect Donald Trump tapped to lead the US Health and Human Services Department, isreportedly devising a plan to remove the American Medical Association from its decades-old role in setting prices for the more than 10,000 medical services reimbursed by Medicare, the US insurance scheme for the elderly. The AMA has longargued that doctors aren’t compensated fairly, but critics decry the fees that the AMA itself takes for setting the price codes.The award marked the first finalized disbursement of the CHIPS Act since it was passed in 2022 and will go toward building TSMC's three new chip factories in Arizona — helping offset the $65 billion cost.
A total of $36 billion has been approved by Congress and directed by the Commerce Department to foreign companies such as TSMC and Samsung, as well as US companies including Intel and Texas Instruments. The delays, in addition to the normal snail’s pace of bureaucracy, stem from the fact that the Commerce Department spent much of the past two years negotiating with semiconductor companies, procuring specific commitments before finalizing the amounts they’d receive.
President Joe Biden needs to disburse the payments quickly because the future of the CHIPS Act is in question. When Donald Trump takes office in January, he may fulfill campaign promises to dismantle the Biden initiative or ask the Republican-controlled Congress to repeal it. Alternatively, the president-elect could carry on with the disbursements, which could further a bipartisan goal of beating back China’s AI ambitions.
Manila’s top defense official Gilberto Teodorosigned a treaty with the US on Monday that will allow the Philippines to access more closely-held military intelligence and purchase more advanced technology to defend itself from China. US Defense Secretary Lloyd Austin said the agreement was meant to display Washington’s commitment, saying, “We are more than allies. We are family.”
Unlike some other US allies, Manila feels quite confident that its relationship with Washington will stay strong under incoming President Donald Trump. Trump and Filipino President Ferdinand Marcos, Jr. spoke over the phone on Tuesday about strengthening the alliance, which Marcos said was “very productive.”
Trump is pledging a hawkish approach to China, and the Philippines is eager to upgrade its own defenses given ongoing conflicts over the South China Sea. The strong alignment on shared interests and Marcos’praise for Trump’s “robust leadership” seem promising, as long as he can make the case to Trump that the US is coming out ahead in the transaction.
How is China preparing for Trump? President Xi Jinping attempted to set boundaries in the relationship at the Asia-Pacific Economic Cooperation summit in Peru over the weekend. He drew “four red lines” for Trump to avoid: undermining the Communist Party, pushing China toward democracy, stifling China’s economic rise, and encouraging Taiwanese independence.
“These are the most important guardrails and safety nets for China-US relations,” he said. But with Trump promising punitive tariffs up to 60% on Chinese goods, and appointing China hardliners like Marco Rubio and Mike Waltz, confrontation looks likely.
Ian Bremmer's Quick Take: A Quick Take to kick off your week. A lot more information about where the Trump administration is going in terms of the appointees that they're making and also, the responses that we see from leaders around the world. Maybe focus a little on the global, because if you think that Republicans who privately don't really like Trump are publicly all lining up and saying, "This is God's gift," you've seen nothing compared to what you're going to see from allies of the United States all over the world who know that they get crosswise with the president-elect at their own peril. He is a lot more powerful, and his country is a lot more powerful than their own. We've already seen that with Prime Minister Netanyahu in Israel saying that an upcoming Lebanon ceasefire would be a gift to the president-elect. We've seen Zelenskyy in Ukraine saying, "Great meetings, great phone calls."
Of course, the war is going to be over faster with the policies of the incoming president-elect. We're seeing all sorts of outreach from individual European leaders, Asian leaders saying, "We can't wait to find a way to work with this guy. Congratulations. Please don't tariff us. Please don't cause any problems for our country." So, I do think we're going to see a lot of wins in the near term from countries all around the world because the alternative is problematic. And when you look at the G7, the G20, NATO, it is different from last time around in a few ways. First of all, that you now have a number of countries that are ideologically aligned with Trump, and there's going to be more in the near term. I mean, Giorgia Meloni, who is the most popular of G7 leaders, assertively, is someone who sees herself much closer to Trump's worldview in terms of immigration policy, social policy, even to a degree economic policy. And that is going to make him feel much more comfortable when he's sitting at those summits. That wasn't the case first G7 Summit he attended last time around.
Canada, still Justin Trudeau, but won't be for long and soon Canada's going to be Pierre Poilievre who runs the Conservative Party and is absolutely much more aligned with Trump and be a very close friend of the US President-elect when he becomes Prime Minister of Canada. Of course, you've got the Gulf states on board with Trump. You've got the Israelis much more aligned with him than otherwise. The South Korean leader, President Yoon, a conservative, taking up golf again so that he'll be able to play with Trump effectively and wants to be the new Shinzo Abe from Asia in terms of being able to maintain stable relations. That's one reason. The second reason is that there's a lot more at stake. The world is much more dangerous. Getting Trump wrong is a lot more costly when you've got a major war going on in Europe, a major war going on in the Middle East, when the US-China relations are in a worse place, but China's under much more economic pressure at home than they were before. So getting it wrong is trouble.
And so already seeing outreach from the Chinese to the United States saying, "Look, here are some things that might be the beginnings of a deal. We could buy more US treasuries. We could maybe organize a Ukraine conference. We could buy a bunch more American goods. What do we need to do? What do we need to do?" So I'm not saying it's going to go well, but clearly there is more such orientation. And then you have the fact that Trump is more powerful at home in the United States. He has the House, he has the Senate, and he's creating far more loyalists around him as opposed to adults that are more independent in his own cabinet. Which means that if you are a foreign leader, your ability to work around Trump with other parts of the US political firmament is very constrained. And all of that implies that whatever it is that Trump decides he wants to do going forward is going to be what other leaders are going to have to engage with and align with.
There are big problems from a Trump administration coming in. He's not interested in multilateralism. He doesn't want a strong European Union. He's prepared to end the Russia-Ukraine war, even at terms that are problematic for the Ukrainians. Has very little interest in promoting rule of law or democracy internationally. In fact, one of the most interesting things about Trump and the United States for right now is that for almost half a century, the US has been trying to get the Chinese to orient more towards an American worldview. This is what the idea of responsible stakeholdership was, that China was meant to play more of a leadership role in US-led multilateral institutions, promote US-led rule of law and values on the global stage, and become more aligned with the Americans and its allies over time as it got wealthier. Turns out China hasn't done that, but America has. The United States is becoming more like China on the global stage, much more transactional in their foreign policy, indifferent to the values of other countries or the political systems and economic system of other countries on the global stage.
Certainly not interested in the global promotion of democracy or even rule of law, and rather bilateral relations between the US and other countries where the US is more powerful to get the outcomes that they want. Exactly the way that Chinese engage globally. It has been successful for China in many places because they're more powerful than most of the other countries they deal with except the Americans. They've had challenges in Southeast Asia, for example, because the US has led a more multilateral approach on things like the South China Sea. Doubt you're going to see as much of that under Trump. So a very dramatic change in how we think about the world, and we'll be watching very closely as Trump continues to fill out his cabinet and starts talking much more with global leaders on the global stage.
That's it for me and I'll talk to you all real soon.