Assessments

United States

The Pole That Cannot Convert

May 2026

The Read

The US still sets the agenda, but the agenda keeps slipping its grasp. Summits close without terms, allies build around Washington, adversaries probe a stretched deterrent.

Trump's Beijing trip handed Xi the choreography and a Taiwan warning without unlocking the rare earths, Nvidia, or Iran-pressure concessions Washington needed.

The Iran blockade is real but visibly capped: floating storage near Malaysia is down 40% since February, yet shadow-fleet workarounds and Chinese offtake keep Tehran solvent.

Hemispheric coercion still converts cleanly across Cuba, Mexico, Venezuela, and El Salvador because the asymmetry is overwhelming and partners have nowhere to go.

LAST 30 DAYS

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  1. APR 21Tue

    U.S. Global Soft Power Collapse Documented in 85-Country Survey

  2. APR 27Mon

    China Formalizes Asymmetric Closed-Door Regime via State Council Orders 834 and 835 and Manus Acquisition Block

  3. MAY 02Sat

    U.S. Revokes Visas of La Nación Board Members in Costa Rica

  4. MAY 09Sat

    Russia Scales Down 2026 Victory Day Parade Amid Drone Threat and Battlefield Stagnation

  5. MAY 14Thu

    Trump-Xi Beijing Summit Scheduled for May 2026

Trump's Beijing summit, the first US presidential visit in nine years, closed without deals on chips, aircraft, or Iran. Solomon Islands elected Matthew Wale, reopening elite-level access for Canberra and Washington while China's debt and infrastructure stayed put. A new US Counterterrorism Strategy was released, redirecting resources toward narcoterrorism and left-wing extremism.

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Sources

  • Trump and Xi Begin Summit With Pageantry and High-Stakes Talks (New York Times)
  • Nvidia's Fate in China Remains Unclear After Trump-Xi Summit (New York Times)
  • The U.S. blockade has intercepted dozens of vessels since mid-April (New York Times)
  • The Trump Administration Is Setting Lebanon Up to Fail (Foreign Policy)
  • The 2026 U.S. Counterterrorism Strategy Is Dangerously Flawed (Foreign Policy)
  • Solomon Islands elects Matthew Wale as Prime Minister (Lowy Institute)