The Fate of China's Global Supply Chains in the New Tariff Era

Donald Trump strongly feels that U.S. security alliances in Europe no longer serve Washington's long-term interest. In his view, the U.S. is being "ripped off" by wealthy countries that can afford to pay for their protection but choose to rely on the United States instead. He also says much the same thing about the U.S. military presence in Japan and South Korea. Curiously, though, the Philippines is different. U.S. Secretary of Defense Pete Hegseth recently visited Manila and reaffirmed Washigton's "ironclad" commitment to protect the Southeast Asian country against "China's aggression." Ray Powell, director of the Sealight initiative at Stanford University's Gordian Knott Center for National Security Innovation and host of the "Why Should We Care About the Indo-Pacific Podcast," joins Eric and CGSP Southeast Asia Editor Edwin Shri Bimo to discuss why the national security team in Washington remains appears to be more committed to the Philippines than other alliance partners. (A full transcript of this episode is available on the CGSP website) Show Notes: Apple Podcasts: Why Should We Care About the Indo-Pacific? hosted by Ray Powell and Jim Caruso 60 Minutes: China rams Philippine ship while 60 Minutes on board; South China Sea tensions could draw U.S. in JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @gordianknotray Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China’s role in global production remains formidable. But is it unshakeable? In this special bonus episode, Eric is joined by Agatha Kratz, Juliana Bouchot, and Lauren Piper from the Rhodium Group, whose recent report "China and the Future of Global Supply Chains" offers one of the clearest pictures yet of what’s happening on the ground. Together, they explore whether Southeast Asia, India, or Latin America can meaningfully absorb China’s manufacturing output—and what the U.S. strategy of sweeping tariffs might mean for inflation, consumers, and the Global South. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  

U.S. President Donald Trump insisted on Monday that he will not back down from his massive tariff campaign that he launched last week and even promised to impose even higher duties on Chinese goods in response to Beijing's 34% tariff retaliation on U.S. imported goods. Kyle Chan, a postdoctoral researcher at Princeton University and author of the High Capacity Substack, joins Eric & Cobus to discuss the impact of the escalating world trade war on developing countries and how China is responding by shifting more manufacturing to the Global South. Show Notes: High Capacity: Beijing braces for impact: What Trump 2.0 might mean for US-China relations by Kyle Chan High Capacity: China is trying to reshape global supply chains by Kyle Chan High Capacity: Chinese semiconductors and alternative paths to innovation by Kyle Chan JOIN THE DISCUSSION: X: @ChinaGSProject | @kyleichan | @eric_olander | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

China and Vietnam have taken two distinctly different approaches in how they manage their territorial disputes with China. The Philippines is leaning into its alliance with the United States along with new security pacts with more than half a dozen other countries. Vietnam, in contrast, is going it alone. Ironically, Vietnam is expanding its territorial presence in the disputed South China Sea through island reclamation, while the Philippines is merely trying to hold on to the territory it already claims. Yet, the face-off between Beijing and Manila is far more aggressive.  Khang Vu, a visiting scholar at Boston College and a leading Vietnam analyst, said the key difference between the two is the Philippines' decision to bring an outside power (the U.S.) into the dispute. Khang joins Eric & Cobus to discuss what lessons the South China Sea confrontation offers other countries trying to manage equally contentious great power rivalries. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

During his Senate confirmation, U.S. Secretary of State Marco Rubio denounced the so-called "liberal international order" that he said was obsolete and no longer working for the United States. Since he and his boss, President Donald Trump, took office eight weeks ago, they have thoroughly upended the post-WWII global order that the U.S. itself established and led for the past 75 years. The changes in Washington are happening so fast that it's impossible to keep up. Every day, institutions many assumed were invincible have either been closed or censured. Now, the challenges facing policymakers around the world is how to adapt to this emerging international system that is no longer anchored in Washington, D.C. Gyude Moore, an inaugural visiting fellow at Global Neighbours and Liberia's former minister of public works, joins Eric & Cobus to discuss what he thinks African countries should do to thrive in a new post-American international order. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

U.S. President Donald Trump's decision this week to pause military funding for Ukraine and to align his government with Russia further widens the cleavage between the United States and Europe — effectively breaking what has long been known as "the West." At first glance, many of China's Western critics will see this as welcome news, but it also means that Beijing must navigate in a much more fragmented and turbulent geopolitical environment. The Paris-based global affairs think tank Institut Montaigne recently published a detailed forecast of the challenges that lie ahead for China over the coming decade. The report's authors, François Godement and Pierre Pinhas, join Eric & Cobus to discuss four scenarios they mapped out that could shape China's trajectory in this new era. SHOW NOTES: Read the Institut Montaigne Report: China 2035: The Chances of Success JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

When the Chinese hedge fund High-Flyer launched DeepSeek on January 20th, the global AI market for large language model (LLM) systems was turned upside down. Investors dumped nearly a trillion dollars of tech stocks in the U.S., panicked by the prospect that a cheaper, more nimbler alternative would undermine the massive investments that companies like Microsoft, Google, and Apple were making in AI. A month later, those stocks have all largely recovered. Now, as investors have had time to use DeepSeek and better understand what it can do, there's less concern that it'll displace U.S. tech giants. The focus now is on its impact on the rest of the world. Asia Society Switzerland Fellow John Lee, a veteran Chinese technology analyst, joins Eric to explain why Chinese AI initiatives like DeepSeek along with new innovations in automotive tech are poised to take off in lower-income developing countries. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

At last week's Munich Security Conference, Chinese Foreign Minister Wang Yi touted his country's 5% economic growth last year as a "benefit to the world" thanks to all of the trade it does with countries around the world. While countries in Africa, the Middle East, and Asia, among other regions, are no doubt selling more raw materials to China, critics contend, though, that this trade pattern isn't healthy and mostly in China's favor.  This week, Eric, Cobus, and Géraud debate whether Chinese trade is helping or hurting developing countries and whether China's role as the world's manufacturer is also the primary reason why poor countries remain stuck at the bottom of the industrial value chain. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @stadenesque  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

When Donald Trump criticized Panama for its management of the canal that he claimed had fallen under Chinese control, many people at first thought this was just another round of Trump's usual bluster. But since his election last November, the President has been relentless in pressuring the government in Panama City and shows no signs of backing down until all Chinese entities have been expelled from the canal zone. Alonso Illueca, an associate law professor at the Universidad Santa María La Antigua and a specialist in China-Panama relations, joins Eric & Cobus from Panama City to discuss the escalating crisis and why the government doesn't have a lot of options to push back against the U.S. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @stadenesque  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  

On Monday, January 20, Donald Trump will take the oath of office and return to power as president of the United States. Trump is promising to overhaul U.S. foreign and commercial policy in what many experts believe will mark the start of a very tumultuous period — not just for the United States but also for countries around the world. Sarah Shidore, director of the Global South program at the Quincy Institute in Washington, D.C. joins Eric & Cobus to discuss the impact of the coming Trump presidency on developing countries and how he expects China to respond. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @stadenesque  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth