cover of episode Revisiting the US-Transatlantic Relationship, New Reciprocal Tariffs, and China’s Model of Self-Enrichment

Revisiting the US-Transatlantic Relationship, New Reciprocal Tariffs, and China’s Model of Self-Enrichment

2025/2/19
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@Miles Yu : 我认为这并非重大转变，而是对特朗普政府在乌克兰战争、欧洲集体安全等问题上的立场的澄清和最终声明。美国战略重点已从欧洲和中东转向中国构成的主要威胁。因此，美国无法继续承担欧洲安全的主要责任，欧洲盟友必须承担更多成本分担责任。结束乌克兰战争的努力是为了避免美国的战略资产被卷入其中。北约领导层一直支持美国增加国防开支和发展自卫能力的要求，但一些成员国不愿意这样做。这反映了美国将战略重点转向亚太地区。美国不会放弃北约，但盟友应承担更多责任。 Miles Yu: 我认为中国缺乏作为诚实中间人的可信度，因为它从未谴责俄罗斯的侵略行为，反而支持俄罗斯在乌克兰的战争努力。中国试图通过分裂和征服来对抗美国的战略转变，并试图将美国与欧洲盟友对立起来。中国声称世界主要问题是华盛顿对中国的冷战，但这不准确，真正的问题是中国与世界其他国家之间的对抗。中国试图利用美国的政策失误，例如在伊拉克战争后的重建中，中国从美国在伊拉克的行动中获益。美国正在努力避免这种情况在乌克兰重演。 Miles Yu: 关于钢铁和铝的互惠关税，问题在于全球产能过剩，中国占据了很大的份额。2018年，特朗普政府对中国钢铁和铝征收关税，但存在豁免条款，导致中国利用这些豁免条款向美国出口钢铁和铝。新的互惠关税旨在消除这些豁免，对所有对美国商品征收关税的国家采取同样的措施。这也有助于解决转运问题，即中国通过其他国家规避美国关税。 Miles Yu: 中国的自我富裕模式的特点是中央计划、出口导向型经济、基础设施投资和国有企业。虽然这种模式导致了经济增长，但也存在问题，包括非市场经济、共产主义体制和全球野心。应对措施包括重新评估中国的WTO成员资格、加强出口管制、最终的脱钩以及抵消中国的补贴。

Deep Dive

Chapters
This chapter analyzes Secretary Hegseth's remarks on the US's approach to the Ukraine war and its implications for transatlantic security cooperation. It discusses the shift in US strategic focus towards China and the need for European allies to increase their defense spending. The potential for a collectivized security approach to the Indo-Pacific is also explored.
  • Shift in US strategic focus from Europe to the Indo-Pacific.
  • Call for increased defense spending from NATO allies.
  • Potential for a NATO-like defense pact in Asia-Pacific.

Shownotes Transcript

In this week’s episode of China Insider, expert Miles Yu unpacks the latest announcements from the Department of Defense regarding United States involvement in the Ukraine War and NATO, and the implications of the shift in strategic focus toward the evolving China threat. Next, Miles analyzes the latest universal and reciprocal tariff announcements, and what we can expect from Beijing in response. Lastly, Miles explores China’s model of self-enrichment, the threat it poses to the current global economic order, and potential countermeasures available to the US and allies. 

China Insider is a weekly podcast project from Hudson Institute’s China Center, hosted by Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world’s future.