The central issue underlying the 2026 Beijing summit was not trade, agriculture, or aircraft purchases, but the future of Taiwan and the evolving structure of U.S.-China relations in the Indo-Pacific. For Beijing, the commercial agreements reached during the summit represented part of a broader strategic effort to influence Washington’s posture toward the Taiwan Strait. 

For decades, the United States has maintained a policy of strategic ambiguity toward Taiwan. Under the Taiwan Relations Act, Washington committed itself to supporting Taiwan’s defensive capabilities while avoiding a direct declaration about whether the United States would intervene militarily in the event of a conflict. The framework was designed to deter both a unilateral declaration of independence by Taipei and the use of force by Beijing. 

Comments made by President Trump during and after the summit suggested a more openly transactional approach toward the issue. As his trip concluded, Trump stated publicly that the administration had paused approximately $14 billion in arms sales to Taiwan, describing the weapons packages as a “very good negotiating chip” tied to China’s cooperation on trade and broader geopolitical matters, including Iran. 

Trump also questioned the traditional logic behind American deterrence in the region. He remarked that he was “not looking” to travel “9,500 miles to fight a war” over Taiwan and said he was “cooling off a bit” regarding support for Taiwanese independence. The statements immediately generated concern among policymakers and regional allies who viewed them as a potential departure from decades of carefully managed strategic ambiguity. 

Critics argued that openly linking Taiwan’s security to trade negotiations risked weakening deterrence in the Taiwan Strait. Foreign policy analysts warned that treating arms sales as bargaining tools could encourage Beijing to test the limits of Washington’s commitment while increasing uncertainty in Taipei. 

The controversy also reflected deeper structural tensions in U.S.-China diplomacy. Under the 1982 U.S.-China Joint Communique, Washington acknowledged that arms sales to Taiwan were expected to decline over time, while still preserving its commitments under the Taiwan Relations Act. Beijing has long viewed the gradual reduction of American military support for Taiwan as an established principle rather than a concession to be newly negotiated. 

Within Taiwan, Trump’s remarks intensified an already polarized political debate. President Lai Ching-te and the ruling Democratic Progressive Party (DPP) maintained that American arms sales remain a critical component of Taiwan’s deterrence strategy and should not be subject to approval by Beijing. The DPP argued that preserving Taiwan’s defensive capabilities is essential to maintaining stability across the Taiwan Strait. 

The opposition Kuomintang (KMT), however, used the summit to criticize the DPP’s approach toward Washington. The KMT has capitalized on Trump’s remarks to attack the DPP’s platform, saying that the ruling party has wagered a “dangerous, one-sided bet on Washington.” Some opposition leaders called for a more balanced strategy that would preserve strong ties with the United States while reducing tensions with mainland China. 

Chinese state media interpreted Trump’s remarks differently. Official commentary portrayed the statements as evidence that Washington’s commitment to Taiwan was weakening and suggested that support for Taiwanese independence was becoming increasingly unsustainable. Beijing framed the summit as evidence that long-term trends in cross-strait relations were shifting in China’s favor. 

Additional uncertainty emerged from comments made by Secretary of State Marco Rubio following the summit. Rubio attempted to reassure regional allies by insisting that official American policy had not fundamentally changed and warned that unilateral changes to the status quo would carry “catastrophic consequences.” At the same time, he also remarked that Beijing favored eventual unification through a public process rather than direct military coercion. Those comments generated debate because they appeared to narrow Taiwan’s political room for maneuver. Critics argued that framing Taiwan’s future primarily through the preferences of the two major powers risked sidelining the democratic choices of Taiwan’s 23 million residents. 

The summit therefore highlighted a growing tension between geopolitical stabilization and regional security credibility. On one hand, the easing of U.S.-China tensions reduced the immediate risk of economic escalation between the world’s two largest economies. On the other hand, uncertainty surrounding Washington’s security commitments created new anxieties among allies and partners throughout the Indo-Pacific. 

For the United States, the summit reflected a broader preference for transactional diplomacy centered on measurable economic outcomes. The White House prioritized trade purchases, market access, and reduced tariff pressure while signaling greater flexibility on sensitive geopolitical issues. For Beijing, the summit represented a strategic success. China secured movement toward its preferred framework of “constructive strategic stability,” which seeks to manage competition with the United States while limiting the risks of direct confrontation. The negotiations also provided Beijing with additional time to continue pursuing technological self-reliance and military modernization.  The summit further reinforced longstanding concerns in Taiwan about the durability of external security guarantees in a changing international system. Debate within Taiwan over how best to balance sovereignty, economic interests, and security ties with Washington is likely to intensify in the coming years. 

Although the Beijing summit temporarily stabilized relations between Washington and Beijing, it did not resolve the deeper disputes surrounding Taiwan’s future, military deterrence, or the balance of power in East Asia. Instead, it created a more uncertain environment in which strategic competition continues beneath the surface of diplomatic engagement. 

The future of Taiwan-U.S. relations will likely depend not only on official policy statements but also on how both governments respond to domestic political pressures, military developments, and economic competition in the years ahead. The summit established temporary rules for managing rivalry, but the fundamental tensions surrounding Taiwan’s geopolitical role remain unresolved. 

Muhammad Shahzad Akram is a Research Officer at the Centre for International Strategic Studies, AJK. He holds an MPhil in International Relations from Quaid-i-Azam University, Islamabad. He is an alumnus of the Near East South Asia (NESA) Centre for Strategic Studies, National Defense University (NDU), and Washington, DC. His expertise includes cyber warfare and strategy, arms control, and disarmament. The views of the author are his own. 

The Beijing Summit and The Future of Taiwan-US Relations was originally published on Global Security Review.

The primary objective of Biden’s integrated deterrence strategy was to harmonize and unify the efforts of various government agencies and allied nations to deter aggression from China and other hostile actors. To achieve this objective, the strategy aimed to maximise the utilisation of all available tools of American power, encompassing diplomacy, intelligence, economic assistance, and force posture decisions. Integration with allies and partners was an integral component of Biden’s deterrence strategy and would be achieved by enhancing the interoperability of allied military forces and coordinating the diplomatic and economic initiatives of friendly nations.

While the goals of integrated deterrence appear sensible, many expressed concerns about the concept. Some claimed the term was not new or unique. It simply described the implementation of any effective, tailored deterrence strategy that leverage various organisations to prevent hostile actions.

American deterrence was executed in an integrated fashion throughout the Cold War by necessity, thanks to the size and significance of the Soviet threat. Concerns were also expressed that proponents of integrated deterrence overstated the ability of sanctions, diplomacy, and other non-military tools to prevent conflict. History shows that the threat of major military action has a unique strength in deterring an enemy, especially when that threat comes from a nation with a nuclear arsenal.

Regardless of one’s stance on integrated deterrence and its implementation, a coordinated US strategy that leverages the strengths of its allies should be preferred to the alternative currently being pursued in Washington. A lack of integration in deterrence matters is evident both within the US government and in its interactions with partners and allies.

Within the United States government, there are several reported disconnects between President Trump and senior members of his administration. For example, Secretary of State Marco Rubio was first informed of Trump’s proposal to take Gaza by military force and evict Palestinians while watching a press conference held by Trump and Israeli Prime Minister Benjamin Netanyahu. Furthermore, it was recently reported that Rubio is “privately frustrated that Trump has effectively sidelined him.” More recently, Signal messages disclosed highlight significant differences between Vice President Vance and President Trump on the timing and signaling associated with strikes on Houthi targets.

This lack of vertical integration diminishes the authority that the secretary holds in meetings with both allies and adversaries. Additionally, it eliminates the potential for any exchange of ideas that could transpire within the Department of State to develop more effective policy options to present to the president.

Horizontal integration of deterrence across various departments was also weakened, partially by budgetary cuts and eliminations of entire organizations. Foreign assistance and development resources were pivotal components of the 2022 Indo-Pacific Strategy. However, extensive cuts made to the United States Agency for International Development and other government agencies by the Department of Government Efficiency did not fully consider or comprehend the regional implications or potential negative impacts on deterrence.

To date, much of Trump’s foreign policy is focused on addressing conflicts in Europe and the Middle East. A strategy for dealing with China, beyond the use of tariffs and other economic measures, is yet to be revealed. There are lessons to be learned from what has transpired with allies facing a menacing Russian threat in Europe.

President Trump consistently urges the North Atlantic Treaty Organization’s (NATO) member-states to significantly enhance their defence expenditures, even suggesting that 5 percent of their gross domestic product (GDP) may be an appropriate threshold. For those nations that fail to meet NATO’s spending guidelines, Trump stated that US military support under Article 5 may not be available. While NATO nations were increasing defense spending prior to Trump taking office (a 20 percent increase in 2024), Germany and the United Kingdom (UK) recently announced plans to further bolster defense budgets.

While additional insights into Trump’s approach to allies in the Indo-Pacific are anticipated in the coming weeks and months, Australia should draw upon several valuable early lessons. The first pertains to the long-standing Canberra tradition of analyzing and dissecting the statements and writings of senior officials within an American administration to comprehend policy. Maintaining cordial relations with officials at all levels of the US government remains prudent, but it is uncertain whether statements from senior administration officials can be relied upon to fully reflect Trump’s perspectives.

Furthermore, the current level of Australian defense spending, which accounts for 2 percent of GDP, will not meet Trump’s expectations for allies. A pre-emptive move to increase defense spending to 2.5 percent of GDP by 2027, similar to what was announced in February by the UK, would demonstrate Australia’s national commitment to addressing its deteriorating strategic circumstances and to contributing more towards its share of the alliance. If President Trump has made one thing clear to allies, it is that if they do not value their own defense neither will he.

Carl Rhodes is founder of Robust Policy and a senior fellow with the National Institute for Deterrence Studies. Carl hosts the Deterrence Down Under podcast and previously spent 25 years with RAND Corporation. Carl has a PhD in chemical engineering from Caltech.

Trump’s Disintegrated Deterrence and Lessons for Australia was originally published on Global Security Review.

ICBM EAR Report Week of 10 Mar was originally published on Global Security Review.

Vance addressed the continents’ hostile stance on freedom of opinion. He suggested Europe is becoming the enemy they opposed during the Cold War, and with elections coming, challenged Europeans to step up and take charge of their own defense. Vance also argued that the most urgent issue shared by all nations at the conference was mass migration.

Europe is Not Unified

 Incidentally, in late 2024, Global Security Review (GSR) published an updated independent assessment of European political uncertainties. It shows that JD Vance’s statements made in February 2025 were factual and fully grounded, even if inconvenient.

The governments of France, Germany, and the United Kingdom are fractured and dysfunctional. Another late 2024 GSR independent assessment of an endgame in Ukraine suggested an uncomfortable realpolitik-driven negotiated settlement, even before the Trump administration offered its plan after the Munich Security Conference.

That suggests two observations. First, the complete terms will never be made public but are already known to powerbrokers. Present neutrality of Russian forces in Transnistria and a lack of attacks on Ukrainian leadership suggests some form of agreed limitation of the conflict. Recently both Vance and Secretary of State Marco Rubio remarked on Zelensky’s duplicitousness. Apparently, he would agree to terms in meetings and then lie to the media about them. The ostentatious way Zelensky ended up confronting both President Donald Trump and Vice President Vance in the Oval Office, despite the rather realistic and transactional path to settlement, only reinforces this assessment.

The indignation and moral outrage over the conflict is mostly performative for the media and the public. It gives governments cover to prolong the conflict by providing aid, winning elections, and increasing the size of their bureaucratic apparatus, along with the corrupt mechanisms endemic to Ukraine. What online outrage does not do is enable a negotiated settlement of hostilities.

After the White House debacle, President Macron arranged an emergency meeting. While President Macron again pushed for “strategic autonomy” for Europe, the emergency meeting again showed that other European countries are not getting on the France bandwagon just yet. Together with the UK, France is the most likely to send troops to Ukraine, an idea that both Germany and Poland loathe. Italy is attempting a pragmatic balancing act between Europe and the US. Regrettably, the Baltic and Nordic countries, who are the frontline against Russia and invest the most in their defense, were not represented in a meaningful way.

Second, the claims of America “abandoning” Kyiv are hyperbolic, counterfactual, and premature. This is an ongoing negotiation. The facts are clear. The US provided 0.6 percent of its 2021 GDP to Ukraine and more than $160,000,000,000 in financial assistance and munitions, just about half of all assistance Ukraine has received. This aid, unlike European aid, has no strings attached and no expectation of repayment. The US also secured billions in loans from various banks for the benefit of Ukraine.

Meanwhile, the US is strategically overextended and incapable of matching the more immediate threat (China). The Trump administration understands this. Many Americans know this, too, which is why 72 percent of registered voters want a negotiated settlement. That does not mean President Trump is surrendering to Putin or “abandoning” Europe. Nor does it make him a tool of Putin.

The West is in a bad strategic and operational position. Even after three years of supporting the Ukrainian war effort, weapons production across all North Atlantic Treaty Organization (NATO) member states cannot meet demand, let alone stockpile in case of war in the Pacific. While many speculate that Russia is in bad shape and is showing indicators of economic decline, they are stronger than Ukraine and its immediate neighbors.

For the West there are only two alternatives to a brokered peace: a dramatic escalation led by American conventional forces and resources or continuing to feed the war of attrition. Neither is a good scenario for the Ukrainian people who are dying by the thousands. President Trump understands this fact.

The Future of NATO

How Europe responds to the US remains to be seen. There are deeper fractures within and between the UK, France, and Germany than mainstream observers realize. The only ones significantly expanding their militaries and cooperating with the US are Poland, the Baltic states, and the Nordic countries.

As for the United States’ participation in NATO, it should be scaled back over time and be contingent on shared values with partner nations, especially when it comes to freedom of conscience and speech. Countries like Denmark, who believe Russia will invade Europe in 5 years, should expand their militaries and demonstrate not only commitment to liberal values but self-defense. The United States cannot fund its welfare state and those of Europe. Americans are not that wealthy.

American involvement in NATO should be primarily limited to (1) logistics (air and sea transport to Europe); (2) support in the form of weaponry, materiel, and war support materiel; (3) maintaining freedom of the seas; and 4) developing missile defense systems that can serve American and, when purchased, NATO. The United States also has unmatched space capabilities.

There should be no expectation of American boots on the ground simply because Europe neglected its security obligations for nearly 30 years. While there is still immense value in joint training and cooperation, the US should be seen as a rear guard and a last resort force. American taxpayers should not be the primary funder and provider of military forces and capability for Europe.

It is difficult to expect any long-term peace to be possible so long as NATO serves primarily as an anti-Russia platform funded by the United States. Europeans need to solve their own problems without vilifying the United States for solving American problems first. This means Eastern Europe needs to secure the buy-in of countries like Italy and Spain, who do not feel the Russian threat. As Vice President Vance suggested in Munich, Europeans must reflect on what they are defending and not just what they are against.

Europe is their continent and their home. It is their responsibility and duty to be the primary protectors of their individual nations and European society. Unfortunately, Europe does not appear to be ready to make a unified effort. Nonetheless, the proposal by the newly elected German chancellor, which calls for France and the United Kingdom to share their nuclear deterrent, might be a first concrete step in the right direction.

Michael Fincher is a Fellow at the National Institute for Deterrence Studies. Christophe Bosquillon is a Senior Fellow at the National Institute for Deterrence Studies. He has over 30 years of international experience in general management, foreign direct investment, and private equity and fund management across various industries in Europe and the Pacific Basin. The views expressed are the authors’ own.

The US and Europe: A Reality Check was originally published on Global Security Review.

Prepared by Peter Huessy, President of Geostrategic Analysis and Senior Fellow at the National Institute for Deterrent Studies

Key Takeaways

• Significant Military Budget Increase in Russia: Russia’s defense spending will rise by 25% to 13.5 trillion rubles (~130 billion euros), continuing its high military expenditure trend.
• U.S. Defense Leadership Changes: Senator Marco Rubio has been confirmed as Secretary of State, with several other key appointments, including Peter Hegseth as Secretary of Defense.
• Nuclear Policy and Strategic Posture Adjustments: Discussions on nuclear deterrence focus on the modernization of U.S. strategic forces, balancing deterrence against Russia and China, and the implications of extended deterrence.
• Iran’s Nuclear and Missile Capabilities: Reports indicate Iranian cargo vessels carrying crucial chemical ingredients for missile propellant, raising concerns about Iran’s growing missile capability.
• Ukraine Conflict and NATO’s Deterrence Mission: NATO leaders stress that a Russian victory would severely weaken the alliance’s credibility.
• U.S. Nuclear Strategy and Extended Deterrence Debates: Several officials emphasize the need for a robust and adaptable nuclear strategy to counter emerging threats from Russia, China, and Iran.

International Developments

Russia’s Defense Budget Expansion

• Russia’s military spending will increase to 13.5 trillion rubles, estimated at 7-8% of GDP, its highest post-Soviet military budget.
• Significant investments in modernized nuclear and conventional forces to maintain strategic parity with the U.S. and NATO.
• Russia’s total defense expenditure, when adjusted for purchasing power, rivals European military spending, highlighting its focus on long-term military capabilities.

Iran’s Missile and Nuclear Advancements

• Intelligence sources indicate Iranian cargo ships transporting missile propellant materials from China, raising alarms among Western security analysts.
• Iran continues uranium enrichment, prompting warnings from the UN about Tehran’s growing nuclear capability.

China & Russia’s Nuclear Expansion

• Reports predict that by 2035, China and Russia will collectively hold over 11,000 nuclear warheads, posing a direct challenge to U.S. nuclear deterrence.
• Concerns grow over China’s accelerated nuclear development and its integration into a broader strategic competition with the U.S. and Russia.

Key Strategic Issues on the Horizon

Escalation Risks in Space Warfare

• A RAND Corporation study warns that Russia may escalate conflicts in space early due to its heightened fears of a U.S. first strike.
• The study underscores Moscow’s increasing risk tolerance and potential responses to perceived U.S. threats in space.

Ukraine’s Role in NATO’s Deterrence Strategy

• NATO Secretary-General Mark Rutte warns that a Russian victory would weaken NATO’s credibility, requiring significant investments in deterrence.
• U.S. extended deterrence remains under scrutiny, with debates over whether the Biden administration’s fear of escalation weakened deterrence against Russia.

U.S. Strategic Nuclear Force Modernization

• The U.S. Air Force confirms that the Sentinel ICBM and B-21 Raider will remain the cornerstone of nuclear deterrence until at least 2050.
• Discussions continue over potential mobile ICBM systems, expanded long-range bombers, and additional dual-use aircraft to ensure nuclear survivability.

‘Iron Dome for America’ Missile Defense System

• President Trump’s proposal for a nationwide missile defense system—similar to Israel’s Iron Dome—is gaining momentum.
• Critics call it overly ambitious, but proponents argue that it is essential to counter growing threats from China, Russia, Iran, and North Korea.

Key Events

Upcoming NIDS Seminar (January 31, 2025)

• Speakers: Shoshana Byren (Jewish Policy Center) & Ilan Berman (American Foreign Policy Council).
• Topic: Iranian security threats to the U.S. and its allies, with a focus on Iran’s nuclear and missile capabilities.

NIDS conference at Truman Library (August 6, 2025)

• A 4-star USAF officer will serve as the featured speaker.
• Expected discussions on extended deterrence, strategic stability, and nuclear policy.

Conclusion

The ICBM Ear report for the week of January 23, 2025, highlights key developments in U.S. nuclear policy, global security challenges, and strategic deterrence issues. With Russia’s increasing military budget, Iran’s missile advancements, and China’s nuclear expansion, the U.S. faces a growing multipolar nuclear environment. Discussions on extended deterrence, arms control, and new strategic capabilities will shape U.S. defense posture in the coming years. The upcoming TRIAD Symposium and NIDS events will provide further insights into these critical security matters.

ICBM EAR for 23 Jan 25 was originally published on Global Security Review.