Behind the Dances and Deals: Trump’s Quiet Pivot in Asia
By Salman Rafi Sheikh – New Eastern Outlook – November 11, 2025
The photo ops from Trump’s Southeast Asia tour hid a deeper shift in US thinking. Washington’s new China strategy, shaped by the Pentagon, now calls for restraint, mutual legitimacy, and shared rules rather than confrontation.
In short, America’s foreign policy hawks are quietly preparing for coexistence, not conquest. Trump’s visit was to showcase this change. The question, however, remains: will the US find success ultimately?
Trump’s visit
Trump came as a peacemaker. He wanted to demonstrate that the US still matters in the region, reminding regional powers of Washington’s seriousness that it really means business going forward. Therefore, while the headlines focused on his dance performances in Malaysia and the signing ceremonies, the trip produced two notable outcomes: a peace accord between Thailand and Cambodia and a series of trade and investment frameworks with key ASEAN economies. The Thailand–Cambodia agreement, signed at the ASEAN Summit in Kuala Lumpur and witnessed by Trump, commits both sides to a cease-fire, land-mine clearance, and the release of detainees, marking a rare US-brokered diplomatic success in the region. On the economic front, Trump announced new or expanded trade arrangements with Malaysia, Cambodia, Thailand, and Vietnam—some finalized, others still in negotiation—covering areas like critical minerals, supply chains, and energy investment. Washington also upgraded its partnership with Malaysia to a “Comprehensive Strategic Partnership,” signaling a deeper US pivot toward Southeast Asia’s economic and geopolitical center. Yet, much of this remains more symbolic than substantive for now, as the real test lies in whether these deals translate into durable peace and concrete trade outcomes—or fade as another episode of diplomatic theatre.
Much of the possible success of this visit and the durability of its outcomes is tied directly to the extent to which the Trump administration can implement its own new geopolitical thinking towards the region more generally and China more specifically—a country that it wants to primarily counter in Asia and the Pacific. This new geopolitical thinking is anchored in a recent report published by the Pentagon-backed RAND corporation.
The new thinking
The RAND report delivers a striking argument: Washington must abandon—after trying it unsuccessfully for years—the fantasy of defeating China and instead learn to manage an enduring, structured rivalry. The report frames the contest as the defining axis of twenty-first-century geopolitics—an unavoidable clash of systems and ambitions—but warns that a US strategy driven by dominance, containment, or ideological confrontation risks pushing both powers toward catastrophic instability. RAND’s central proposal is not détente, but what it calls a disciplined modus vivendi: a framework that accepts competition as inevitable yet seeks to prevent it from spiraling into open conflict. This is especially important for Washington insofar as it allows it to present to the wider Southeast Asian region that it is not seeking Cold War-like alliances where regional countries must choose sides. Therefore, the authors lay out six core principles to stabilize the relationship: both sides must internalize that coexistence, not victory, is the only sustainable outcome; recognize the political legitimacy of each other’s systems, however distasteful; construct shared norms and institutions in areas of friction such as Taiwan, the South China Sea, and technology; exercise restraint in developing capabilities that threaten the other’s deterrence systems; agree on basic rules for world order; and strengthen crisis-management channels to prevent miscalculation.
To translate this into policy, the report recommends six deliberate moves for the US. First, Washington should clarify that its goal is not China’s overthrow but a stable, rules-based rivalry. Second, it must reestablish senior-level communication channels to rebuild minimal trust. Third, it should institutionalize crisis-management mechanisms, particularly around Taiwan and maritime disputes. Fourth, it should negotiate limited accords to restrain cyber and AI competition. Fifth, the US and China should mutually recognize each other’s nuclear deterrence and avoid doctrines that invite preemption. Finally, Washington should pursue narrow cooperative projects—climate, health, scientific exchanges—to maintain some connective tissue in an otherwise adversarial relationship.
Trump’s visit reflected this thinking very much. For example, throughout this tour, Trump made no mention of the QUAD—an anti-China alliance comprising the US, India, Japan, and Australia. It means that Washington is moving away from its strategy of building economic and military alliances with anti-China states, such as India and Japan, to use them as counterweights to China’s influence. This narrative aligns with what the RAND report refers to as recognizing the legitimacy of China and its ruling party.
Beyond Ambitions
Having said this, none of this means that a complete reset has taken place, or will take place soon. Undoubtedly, several bones of contention have been healed, but several remain. Trump’s meeting with Xi, for instance, produced a tactical easing of tensions rather than a strategic breakthrough. Both leaders agreed to cut US tariffs on Chinese imports from roughly 57 to 47 percent, while Beijing pledged to resume large purchases of American soybeans and temporarily lift its export restrictions on rare earth minerals—an issue Trump declared “completely resolved” for now. China also committed to tightening controls on the export of fentanyl precursors, offering Trump a domestic win. Yet these agreements are largely short-term gestures: most are limited to a year, and none address the deeper structural rifts over Taiwan, technology export controls, or military rivalry. In effect, the meeting delivered a pause—a breathing space for both sides to stabilize strained supply chains and political optics—rather than a genuine reset of relations. The underlying strategic mistrust remains intact, making this more a tactical truce than a transformation of US-China relations.
Trump’s tour and his carefully choreographed diplomacy signal that Washington is experimenting with a softer, more disciplined form of competition—one that seeks to manage, not eliminate, China’s rise. Yet the contradictions at the heart of this strategy remain unresolved. The US still ultimately wants to lead Asia while pretending to share it; it seeks coexistence but clings to primacy. The Pentagon’s call for mutual legitimacy and restraint may sound pragmatic, but it runs up against the political and ideological reflexes of an America that views China as a rival to be outlasted, not accommodated. Trump’s gestures toward peace and partnership may buy time and goodwill to achieve this objective ultimately. China, however, will be very mindful.
Salman Rafi Sheikh, research analyst of international relations and Pakistan’s foreign and domestic affairs
Iran’s oil exports hit new post-sanctions record
Press TV – November 9, 2025
Iran has set a new record in its oil exports despite the continued pressure of US and UN sanctions, according to the latest data from a leading energy analytics firm.
The Tankers Trackers said in a post on its X account on Sunday that Iran had exported an average of 2.3 million barrels per day (bpd) of crude oil over the past four weeks.
“These are numbers we haven’t seen since the early half of 2018,” the post said.
Iran’s oil exports came under sweeping US sanctions in May 2018, when Washington withdrew from a landmark international deal on Iran’s nuclear program, known as the JCPOA.
The sanctions affected Iranian oil shipments when they were tightened in May 2019, but they gradually became ineffective as Iran managed to restore and expand its exports, particularly to private buyers in China.
The Tanker Trackers had already reported a seven-year record in Iran’s oil exports in September when shipments reached nearly 2 million bpd.
That report came just before the United Nations re-imposed six sanction resolutions on Iran that had been lifted in 2015 when the country signed the JCPOA with world powers.
The US and allies in Europe, who triggered the so-called snapback of UN sanctions on Iran, had expected that the sanctions could curb the flow of oil from Iran to major customers like China.
However, experts and authorities in Iran have consistently downplayed concerns raised about the country’s oil exports, arguing that UN sanctions wouldn’t affect Iran’s oil trade or its access to international markets.
Iranian Oil Minister Mohsen Paknejad said in early October that UN sanctions would not add any new pressure on the country’s oil exports as he insisted that the country had overcome some of the harshest American sanctions targeting its oil industry in recent years.
NATO chief urges West to prepare for long-term confrontation with Russia
RT | November 6, 2025
NATO member-states must boost military production to be ready for a prolonged standoff with Russia, China, Iran, and North Korea, which are challenging the “global rules,” the bloc’s secretary-general, Mark Rutte, has said.
Speaking to Western defense contractors at the NATO-Industry Forum in Bucharest on Thursday, Rutte told the bloc’s arms makers that “there is more cash on the table and even more will flow” amid NATO’s rearmament push.
Moscow has rejected claims it harbors any aggressive intentions towards the US-led military bloc, saying such allegations are being used by politicians in the US and EU to scare the populations and justify huge increases in military spending. Russia also believes that NATO’s deepening involvement in Ukraine was instrumental in escalating the conflict in 2022.
Rutte labeled the fighting between Moscow and Kiev a “threat” to the bloc and he claimed that “the danger posed by Russia will not end when this war does. For the foreseeable future, Russia will remain a destabilizing force in Europe and the world.”
“And Russia is not alone in its efforts to undermine the global rules. As you know, it is working with China, with North Korea, with Iran, and others. They are increasing their defense industrial collaboration to unprecedented levels. They are preparing for long-term confrontation,” the secretary-general said.
He noted the pledge by NATO members to hike military spending to 5% of GDP by 2035, but claimed that “cash alone cannot provide security. We need the capabilities. We need the equipment, real firepower, and of course… the most advanced tech.” This would require the bloc’s defense industry “increasing production and shortening delivery times,” Rutte stressed.
Russian Foreign Ministry spokeswoman Maria Zakharova reacted to Rutte’s comments by asking him to clarify what “global rules” he was talking about and publish their “full list” on NATO’s website.
Moscow, Beijing, and the rest of “the global majority, have always declared their commitment to international law, while NATO has repeatedly violated this law with its aggressive actions and illegitimate coalitions: the invasion of Iraq under false pretenses, the bombing of Yugoslavia, and so on,” Zakharova wrote on Telegram.
US Atomic Tests Could Open Pandora’s Box for ‘New Arms Race and Nuclear War’
By Ekaterina Blinova – Sputnik – 31.10.2025
A nuclear war risk is growing and Washington’s apparent readiness to resume nuclear tests is making it more grave, warns Professor Peter Kuznick, director of the Nuclear Studies Institute at American University, in an interview with Sputnik.
“All nine nuclear powers are modernizing their nuclear arsenals, making them more efficient and more deadly. On top of that, there’s pressure to expand the nuclear arsenals,” Kuznick tells Sputnik.
To complicate matters further, other countries – including South Korea and Ukraine – are flirting with the idea of developing their own nuclear weapons, the professor notes.
The world is going the wrong direction and becoming more dangerous.
US Unready for Nuclear Tests
If the US resumes nuclear tests, Russia and China will follow suit, according to the professor.
“They actually have more to gain from this than the US does,” he says, adding that it would probably take years before the US would be able to conduct new nuclear tests, as the Nevada test site has effectively atrophied.
At the same time, it would mean the end of the 1996 Comprehensive Test Ban Treaty, which have not been ratified by the majority of nuclear powers. Up until now, the US, Russia and China have abided by it: the last Russian nuclear test took place in 1990, China’s – in 1996.
Reaction to Russian Wonder-Weapon?
The idea of resuming nuclear tests followed Russia’s trials of its cutting-edge weapons. Could the US boast anything like that? Not yet — and it would take years to catch up, according to the pundit.
“The Burevestnik and the Poseidon [missiles] are new science fiction-like, new generation of nuclear delivery systems. You add that to the Oreshnik test back in November 2024,” Kuznick notes.
Give Peace a Chance
The most logical response to Washington’s breaking the de facto moratorium on nuclear tests should be “the United States is out of control,” Kuznick says.
“That would be what [Russia and China] should say and do and call for new talks to end this expansion, intensification of the nuclear arms race,” the professor underscores.
US President Donald Trump in the meantime said that it will be known soon whether the United States will resume underground nuclear testing.
“You will find out very soon,” Trump told reporters aboard Air Force One as he traveled to Palm Beach, Florida, as quoted by Reuters.
Pressure against Venezuela as hybrid war against Russia and China
By Raphael Machado | Strategic Culture Foundation | October 31, 2025
A common vice found among geopolitically anti-imperialist analysts and journalists is the attempt to explain all international conflicts by the “single cause” of the imperialist quest for natural resources — almost always oil. This is how the Iraq War is classically explained, for example: “Big Oil” would have used the Bush administration to open markets, once closed, through bombing and territorial occupation.
This type of clearly materialist explanation stems from an evidently Marxian premise, insofar as it aims to treat all social, cultural, and political phenomena as epiphenomena before the preponderant and structural reality of economic transformations and interests.
Like a good part of the 19th-century pseudo-scientific efforts to reduce reality to a single principle (as was the case with Freudianism and Positivism), this economist materialism also does not hold up under the hammer of critical analysis.
Just as an example, in the Iraqi case, the generic materialist explanation does not withstand the empirical discovery that the major U.S. oil companies were, in fact, already on a path of dialogue with the counter-hegemonic countries of the Middle East and, precisely for that reason, tried unsuccessfully to pressure for non-intervention and the pacification of American-Iraqi relations.
Nonetheless, the “oil myth” persists in the study of the Middle East. So we are not surprised that it is appealed to once again to explain the U.S. pressure on Venezuela. The narrative says that Trump’s pressure on Maduro, and the threats to overthrow his government, are due to Trump’s interest in Venezuela’s 300 billion barrel reserves — the largest in the world.
The problem with this narrative, however, is that according to all indications, Maduro would have offered to close extremely advantageous partnerships with the U.S. for the exploitation of Venezuelan oil, given that the current level of extraction in Venezuela is minimal. From a material perspective, the deal would be quite interesting for the U.S. oil industry, as the country consumes a vast amount of oil and its reserves are “only” the ninth largest in the world.
Everything indicates, however, that Trump would have rejected the offer of a deal.
The U.S., apparently, wants something that is worth more than the largest oil reserve in the world.
This is where geopolitical science comes in.
Generally, geopolitics is confused with “geo-economics,” in the sense that many people believe they are seeing a “geopolitical analysis” when they see an attribution of economic causes to some international conflict. But geopolitics is, fundamentally, the science that studies the correlation between geography and power. In this sense, resources can enter into geopolitical analyses, but only as part of a general context.
And in the Venezuelan case, even the very important and abundant oil is of secondary importance in the conflict with the U.S.
More important than oil, for the U.S., is to guarantee hemispheric hegemony — especially in the Americas. It is about, as defined in an arrogant and classic manner, the U.S. “backyard,” a space in which the U.S. elite in the 19th century decided to no longer tolerate any European presence.
Let’s fast forward 200 years. How are the international relations of Ibero-American countries?
China is the main commercial partner for most countries in the region, several of which have joined the Belt & Road Initiative (Argentina, Bolivia, Chile, Colombia, Cuba, Costa Rica, Ecuador, El Salvador, etc.). Some countries in the region (Brazil, Bolivia, Cuba) have also joined BRICS, which works towards the de-dollarization of international trade. Specifically Russia, in turn, has developed military ties — which consist of supplying equipment and conducting exercises — especially with Venezuela, Cuba, and Nicaragua, with a military rapprochement also with Bolivia and, to a lesser extent, Peru and Brazil.
In a context where pressure on the U.S. in other regions of the world is growing, it is dangerous for U.S. hegemony to see the growth of Russian-Chinese influence in its “backyard.”
Venezuela is a significant and priority target there because it is precisely the country with the deepest strategic relations with Russia and China. Venezuela is one of the main sources of oil for China, while at the same time Caracas seems to play a relevant role in the multifaceted Russian strategy of “pushing” for multipolarity by strengthening countries around the world that try to challenge the hegemonic order.
To confirm this thesis, we would need to analyze U.S. relations with the rest of the continent to verify if there is any movement by the U.S. to try to pull countries in the region away from Russia and China.
And it seems very clear: the strategy of rapprochement with Brazil is based precisely on an effort to pull the country out of the “Chinese orbit.” The U.S. also pressured Mexico to remain outside the New Silk Road. The U.S. increased its presence in Ecuador and pressured Milei to abandon plans for a Chinese base in its territory. Examples abound to indicate that we are facing a broad continental offensive whose goal is to update the Monroe Doctrine for the 21st century.
It is not, therefore, about oil, but about hegemony.
Eurasian Integration as an Anti-Hegemonic Economic System
By Prof. Glenn Diesen | October 30, 2025
We are living in an era of economic disruptions as US-centric globalisation is replaced by a more decentralised format of globalisation spearheaded by the Greater Eurasian continent. The consequence of these disruptions during this transition period is instability in economics, politics, and international security, as economic coercion escalates into war.
The disruptions to the international economy were predictable—and indeed predicted—for decades. When immense economic power is concentrated in a hegemon, the hegemon has incentives to build trust in an economic architecture under its administration. This translates into an open international economic system with access to technologies, industries, energy, food, physical transportation corridors, banks, currencies, and payment systems. This is referred to as a benign hegemon, as building trust in an open system ensures that alternatives are not developed and the world becomes immensely dependent on the hegemon. Subsequently, globalisation meant Americanisation.
Hegemons are, however, inherently temporary. Over the years, the US economy became excessively rent-seeking, financialised, and debt-ridden as its competitive edge declined. A hegemon makes mistakes and fails to prioritise strategically, as it can absorb the costs—until it reaches a breaking point. Around the world, other countries climbed up global value chains and grew concerned about the fiscal irresponsibility and unsustainability of the hegemonic system.
A declining hegemon will predictably behave very differently. It will use its administrative control over the global economy to prevent the rise of rival centres of power. Economic coercion is the new normal—for example, restricting China’s access to key technologies, seizing Iranian tankers and preparing the establishment of maritime choke points, stealing Russia’s sovereign funds, etc. Trust collapses, and efforts to create a more decentralised international economic system only intensify.
The declining hegemon will also attempt to divide rival centres of power: Germany must be severed from Russia, Russia must be split from China, China should be kept at a distance from India, India should reduce its economic connectivity with Iran, Iran should not resolve its disputes with the Gulf States etc. Markets are captured as the declining hegemon, for example, pushes Europe to reduce cooperation with Chinese technology and Russian energy. As the Europeans and other allies develop excessive reliance on the US, economic and industrial power can be transferred to the US. Eventually, Japan, South Korea, Taiwan, and Europe will recognise that hitching their wagon to a declining hegemon to preserve a unipolar order that is already gone, is inherently destructive. The option is to either diversify their economic connectivity for prosperity and political autonomy, or become captured markets that can be cannibalised by the declining hegemon.
The declining hegemon has—much like its adversaries and allies—strong incentives to embrace multipolar realities. New political forces within the declining hegemon will recognise that pursuing hegemonic policies under a multipolar international distribution of power will be punished by the international system. Exhausting its remaining resources and incentivising the rest of the world to collectively balance against the declining hegemon is unsustainable. The ideal strategy for the declining hegemon is to accept a more modest role in the international system as one among many great powers, reducing collective balancing and enabling socio-economic recovery to rebuild former strength.
The rise of Eurasia marks the end of 500 years of Western leadership and dominance in the world, since European maritime powers began connecting the world in the early 16th century. While some panic in the West is therefore understandable, there are nonetheless great opportunities.
Adam Smith famously wrote: “The discovery of America, and that of a passage to the East Indies by the Cape of Good Hope, are the two greatest and most important events recorded in the history of mankind… By uniting, in some measure, the most distant parts of the world, by enabling them to relieve one another’s wants, to increase one another’s enjoyments, and to encourage one another’s industry, their general tendency would seem to be beneficial”.
However, Adam Smith also recognised the problems of the skewed power distribution between the Europeans and the rest of the world. Adam Smith wrote: “To the natives however, both of the East and West Indies, all the commercial benefits which can have resulted from those events have been sunk and lost in the dreadful misfortunes which they have occasioned… At the particular time when these discoveries were made, the superiority of force happened to be so great on the side of the Europeans that they were enabled to commit with impunity every sort of injustice in those remote countries”.
Adam Smith argued that a more even distribution of power could create a more harmonious international economy: “Hereafter, perhaps, the natives of those countries may grow stronger, or those of Europe may grow weaker, and the inhabitants of all the different quarters of the world may arrive at that equality of courage and force which, by inspiring mutual fear, can alone overawe the injustice of independent nations into some sort of respect for the rights of one another. But nothing seems more likely to establish this equality of force than that mutual communication of knowledge and of all sorts of improvements which an extensive commerce from all countries to all countries naturally, or rather necessarily, carries along with it”.
I conclude that the aspiration of Eurasian integration should be to make it anti-hegemonic but not anti-Western by descending into bloc politics.
China will act if its interests are harmed by Iran sanctions: Envoy
Press TV – October 27, 2025
China will act to respond to the sanctions imposed against Iran if they harm its interests, the country’s ambassador to Iran has said.
Cong Peiwu said on Monday during a press conference in Tehran that China will not hesitate to act if its economic interests are affected by restrictions imposed on trade with Iran.
Cong made the remarks in response to questions about China’s way of dealing with recent United Nations sanctions on Iran, which were re-imposed in late September after European parties to a 2015 nuclear deal between Iran and world powers accused Tehran of failing to observe its obligations under the agreement.
Along with Russia and Iran, China believes that the move by Britain, France, and Germany to return UN sanctions on Iran was illegal, signaling that it would not necessarily abide by the UN sanctions.
The Chinese ambassador said that Beijing seeks closer cooperation with Tehran as he reiterated that Iran and China share a common stance opposing unilateralism in the world.
China is Iran’s largest trading partner, as it buys 29% of Iran’s total non-oil exports while being responsible for 25% of imports into the country.
Estimates suggest that more than 92% of Iran’s oil exports also end up in China, despite a harsh regime of US sanctions that imposes heavy penalties on buyers of Iranian oil.
Those estimates show that China’s total trade with Iran, including its oil purchases, amount to $65-70 billion per year.
Experts believe China counts on the smooth and affordable supply of oil from Iran for maintaining growth in its industrial sector.
Figures published in late August showed that China had relied on Iran for 13.6% of its total oil imports in the first half of 2025 as shipments reached an average of 1.38 million barrels per day (bpd) over the period.
Privately-owned refiners receive the bulk of Iranian oil shipments arriving in China as they enjoy discounts of up to 8% per barrel offered by Iran to circumvent US sanctions.
Recent data by international tanker tracking services suggest Iran’s oil exports to China reached records of more than 1.8 million bpd in September.
China snubs Germany’s top diplomat – media
RT | October 24, 2025
German Foreign Minister Johann Wadephul has been forced to cancel an upcoming trip to China after Beijing reportedly declined to arrange high-level meetings with him, multiple media outlets reported on Friday.
Wadephul was scheduled to depart for Beijing on Sunday to discuss China’s export restrictions on rare-earths and semiconductors, as well as the Ukraine conflict.
“The trip cannot take place at this time and will be postponed to a later date,” Politico cited a spokesperson for Germany’s Federal Foreign Office as saying. Wadephul was slated to meet with Chinese Foreign Minister Wang Yi but otherwise reportedly had too few meetings on the agenda.
According to Bild, the two diplomats will instead hold a telephone conversation soon.
The diplomatic setback comes amid escalating trade tensions between China and the EU. Over the past year, Brussels and Beijing have clashed over what the bloc calls China’s industrial overproduction, while China accuses the EU of protectionism.
Earlier this month, Beijing tightened its restrictions on the export of certain strategic minerals that have dual-use in military applications – a move that could further strain Europe’s struggling auto sector.
Germany has been particularly affected by the worsening trade climate. Bild reported on Wednesday that Volkswagen is expected to halt production at key plants next week due to a shortage of semiconductors following the Dutch government’s seizure of Chinese-owned chipmaker Nexperia. The Netherlands cited risks to the EU’s technological security, prompting Beijing to retaliate by banning exports of Nexperia chips from China. As inventories dwindle, more Volkswagen plants could face temporary shutdowns, and other automakers may also be affected, the paper said.
On Friday, German Economy Minister Katherina Reiche announced that Berlin was lodging a diplomatic protest against Beijing for blocking semiconductor shipments, citing Germany’s heavy reliance on Chinese components.
Trump may not follow through on Russian oil or Tomahawk
By M. K. BHADRAKUMAR | Indian Punchline | October 25, 2025
The US President Donald Trump has seemingly shifted gear in the US strategy to stop Russia on its tracks from creating new facts on the ground in Ukraine. Russian forces have the upper hand all along the 1250-km Ukrainian frontline stretching Kiev’s defences and resources, which no amount of western military help can hope to reverse in a foreseeable future. Trump is compelling Russia to seek a military victory in Ukraine.
Trump so far put on the air of a statesman in great anguish over the humanitarian aspects of the conflict. Moscow tolerated the theatrical show to pamper Trump’s egotistic personality — that is, until Putin shattered the myth last week to expose that Trump actually holds the record as the American president who sanctioned Russia the most number of times, exceeding even his predecessor Joe Biden’s tally.
Trump, in the new avatar as war monger has unveiled a strategy of climbing the escalation ladder in the war until Putin capitulates. To that end, he has expanded the sanctions regime to include Russia’s oil industry, and is toying with the idea to supply Ukraine with long-range Tomahawk missiles that can hit deep inside Russian territory.
The US Treasury Departments’ press release announcing the new sanctions against Russia reads as if its is custom made for targeting India. India and China account for some 80% of Russia’s oil exports, but the latter is the number one buyer with 60% of the imports transported through pipelines, whereas India depends on carriers arranged by the Russian side (“shadow fleet”) which are also now under western sanctions.
The press release claims that “The ultimate goal of sanctions is not to punish, but to bring about a positive change in behaviour.” It is a statement of fact because this is not really about oil, but about geopolitics. Whether Trump will actually press ahead with the oil sanctions remains unclear, since keeping Russian oil out of the world market risks high oil prices which could boomerang on the US economy and be damaging politically for Trump.
Putin’s initial reaction last Thursday was that the oil sanctions are an “unfriendly” act which “will have certain consequences, but they will not significantly affect our economic well-being.” Putin said that Russia’s energy sector feels confident. He added, “This is, of course, an attempt to put pressure on Russia. But no self-respecting country and no self-respecting people ever decides anything under pressure.”
Meanwhile, western hypocrisy broke through the ceiling, as the German chancellor Friedrich Merz who is one of the most enthusiastic proponents of the war is at Trump’s doorstep pleading for a sanctions waiver. Apparently, Germany has been quietly buying Russian oil even while portraying Russia in hostile terms, lest its GDP fell by another 3 percent!
Germany “temporarily” took control of three subsidiaries of the Russian oil company Rosneft (which the US has sanctioned) to secure its energy supply. Interestingly, the UK PM Keir Starmer, the charioteer of the so-called “coalition of the willing” raring to deploy troops in Ukraine to fight Russian forces, is travelling in the same boat as Merz seeking Trump’s waiver!
Such shady behaviour with racial overtones by the Western countries holds lessons for India. Clearly, the effectiveness of the new sanctions against the Russian oil giants will depend on just how zealous the US is in enforcing them through secondary sanctions on entities that deal in Russian oil. If past experience is anything to go by, Washington won’t be able to sustain a full-court press – if for no other reason than that markets will force its hand once oil prices shoot up.
That is to say, thanks to lax enforcement of sanctions, Russian oil will continue to reach the world market. Buyers like India who cut down oil supplies from Russia will end up paying higher prices. By meekly complying with Trump’s diktat, they compromised their interests. The sense of humiliation is such that Delhi shies away from engaging with Trump.
However, as regards long-rage Tomahawk missiles (range: 3000 km) Putin was polite but frank in his reaction, saying, “This is an attempt at escalation. But if such weapons are used to attack Russian territory, the response will be very serious, if not overwhelming. Let them think about it.”
The deputy chairman of the Security Council Dmitry Medvedev was even blunt in conveying the Kremlin thinking:
“The US is our enemy, and their talkative ‘peacemaker’ has now fully embarked on the path of war with Russia… this is now his conflict, not the senile Biden’s!… the decisions made are an act of war against Russia. And now Trump has fully sided with the insane Europe.
“But there is also a clear plus in this latest swing of the Trump pendulum: we can strike all the Bandera hideouts with a wide variety of weapons without regard to unnecessary negotiations. And achieve victory precisely where it is only possible: on the ground, not at a desk. Destroying enemies, not concluding meaningless ‘deals’”.
Apparently, the message went home. Trump, before emplaning for Malaysia on his 3-nation Asian tour, made sure that his special envoy to Russia Steve Witkoff extended an invitation to his Russian interlocutor Kirill Dmitriev, the CEO of Russian Direct Investment Fund, to go over to Miami for a quiet conversation to talk things over. The two erstwhile businessmen are meeting today.
Meanwhile, Trump has hinted in anticipation of his forthcoming meeting with Chinese President Xi Jinping in Kuala Lumpur on Saturday that he may not after all carry out his threatened 100% tariffs on Chinese goods and other trade curbs starting on November 1 in retaliation for China’s vastly expanded export controls on rare earth magnets and minerals. China’s tough stance is paying off.
Similarly, the Kremlin’s blunt threat of retaliation against Tomahawk will be heeded seriously. Putin has many options — Oreshnik capable of Mach 10 speed, for instance, is a hypersonic missile that is also nuclear capable, against which the West has no defence. The weapon has entered into serial production and been supplied to the armed forces.
Again, Russia’s new jet-powered glide bomb gives a significant boost in range and superior resistance to electronic countermeasures. It is capable of hitting Ukraine’s western border. It is also moving to mass production and the West is defenceless against it.
Iran, Russia, China send letter to IAEA chief declaring UNSC Resolution 2231 terminated
Press TV – October 24, 2025
Iran, China, and Russia have written a joint letter to the UN nuclear watchdog chief, affirming the termination of Security Council Resolution 2231 and the agency’s reporting concerning the Islamic Republic’s nuclear energy program.
In a post on his X account on Friday, Iran’s Deputy Foreign Minister for Legal and International Affairs, Kazem Gharibabadi, said ambassadors and permanent representatives of China, Iran and Russia sent a letter to Director General of the International Atomic Energy Agency (IAEA) Rafael Mariano Grossi.
It came after the three countries’ joint letter to the Secretary General of the United Nations and President of the Security Council declaring the termination of Resolution 2231 on October 18, he added.
In the letter to the IAEA chief, he noted, the three countries reaffirmed the “illegal” move by the European trio — Britain, France and Germany — to invoke the so-called snapback mechanism and the expiration of all provisions of Resolution 2231 on October 18, 2025.
“But there is another key point which relates to the end of the mandate of the IAEA Director General’s reporting on verification and monitoring under the Resolution 2231 and the implementation of the JCPOA,” Gharibabadi emphasized, referring to the 2015 nuclear deal, formally known as the Joint Comprehensive Plan of Action.
According to the Iranian diplomat, the letter asserted that in the IAEA, “the implementation of the JCPOA, as well as verification and monitoring in the Islamic Republic of Iran in light of UNSCR 2231, were enacted by the resolution of the Board of Governors of 15 December 2015(GOV/2015/72).”
He said, “Operative paragraph 14 of this Resolution unequivocally stipulates that the Board ‘decides to remain seized of the matter until ten years after the JCPOA Adoption Day or until the date on which the Director General reports that the Agency has reached the broader conclusion for Iran, whichever is earlier’.”
“Consequently, as of 18 October 2025, the related agenda item has been automatically removed from the agenda of the Board of Governors, and no further action is required in this regard,” Gharibabadi pointed out.
Iran has rejected the legality of E3’s triggering the snapback of UN sanctions, calling the mechanism “null and void” and a “fabricated” term.
On October 18, Tehran declared an end to all UN restrictions on its nuclear program following the expiration of Security Council resolution 2231.
Iran has faced sustained economic pressure in recent years, particularly after the United States unilaterally withdrew from the JCPOA in 2018 and re-imposed sweeping sanctions under the so-called “maximum pressure” policy.
Despite these pressures, Iran has sought to adapt through increased domestic production, non-dollar trade mechanisms, and expanding economic ties with partners in Asia and neighboring states.
Volkswagen faces chip crisis after Chinese factory seized by EU state – Bild
RT | October 23, 2025
Germany’s largest carmaker, Volkswagen, could stop production at a key plant due to a shortage of semiconductors caused by the seizure of a Chinese-owned chipmaker by the Netherlands, Bild has reported, citing anonymous sources.
The Dutch government took control of the Nexperia factory in Nijmegen late last month, citing intellectual property and security concerns. The New York Times reported last week after reviewing documents from an Amsterdam court that the move had been made following pressure from US officials. Nexperia’s parent company, Wingtech, was blacklisted by Washington in 2024 as part of an ongoing trade war with China.
Beijing responded in early October by banning Nexperia from exporting finished chips from China, which are widely used in the electronic control units of VW vehicles.
Bild reported on Wednesday that Volkswagen – which also owns the Skoda, Seat, Audi, Porsche, Lamborghini, and Bentley brands – does not currently appear to have an alternative to Nexperia chips.
Sources in the company told the paper that due to the lack of semiconductors it plans to stop production at its plant in Wolfsburg from next Wednesday. Volkswagen Golf models will be affected first, followed by other vehicles, they said.
If the situation does not improve, work could also be halted at Volkswagen’s facilities in Emden, Hanover, Zwickau, and elsewhere, a person familiar with the matter said.
According to the report, the carmaker has started talks with the German authorities about a state-backed reduced working hours scheme for tens of thousands of its employees.
Bild warned that the chip crisis could also impact other carmakers in the country. Representatives for BMW and Mercedes told the paper that they were analyzing the situation. The German automobile industry has already been suffering due to high energy costs as a result of EU sanctions on Russia over the Ukraine conflict and increased US tariffs.
A spokesman for Volkswagen’s Zwickau plant told AFP that the report by Bild was “incorrect.” However, according to an internal letter seen by the media, the company acknowledged that “impact on production cannot be ruled out in the short term” due to a semiconductor shortage.
Australian statement attempts to cover up military aircraft’s illegal intrusion into China’s territorial airspace: MOD
By Liu Xuanzun, Liang Rui and Guo Yuandan | Global Times | October 22, 2025
Australia’s accusation of a Chinese warplane’s interaction with an Australian military aircraft in the South China Sea is an attempt to cover up its illegal intrusion into China’s territorial airspace, a Chinese Defense Ministry spokesperson said on Wednesday, stressing that the Chinese People’s Liberation Army (PLA) Southern Theater Command’s operations to resolutely stop and expel the Australian aircraft are lawful and professional.
In response to Australian Defense Ministry’s recent statement claiming that an Australian military P-8A patrol aircraft conducting a patrol in the South China Sea experienced an “unsafe and unprofessional interaction” with Chinese military aircraft on Sunday, with the Chinese aircraft releasing flares that “posed a risk” to the Australian aircraft and its personnel, Jiang Bin, a Chinese Defense Ministry spokesperson, said on Wednesday that the Australian statement confounded right and wrong and misplaced the blame to the Chinese side, attempting to cover up its serious misconduct of sending a military aircraft to illegally intrude into China’s territorial airspace. “We express strong dissatisfaction with this and have made stern representations to the Australian side,” he said.
The troops of the PLA Southern Theater Command organized forces to resolutely stop and expel the Australian military aircraft that intruded China’s territorial airspace over Xisha. The relevant operations are lawful, professional, up to standard and restrained. Australia made infringements and provocations against China, but falsely accused China’s legitimate rights-protecting actions as “unsafe” and “unprofessional.” Such fallacy finds no market anywhere, Jiang said.
“We urge Australia to immediately stop infringement and provocation and stop hyping up the matter, and strictly restrain its maritime and air force military operations to avoid undermining the bilateral relations and military relations between the two countries,” Jiang said, noting that the Chinese military will continue to take all necessary measures to resolutely defend national sovereignty and security and firmly uphold peace and stability in the region.
Jiang’s remarks came after Senior Colonel Li Jianjian, spokesperson for the air force of the PLA Southern Theater Command, said in a statement on Monday that an Australian P-8A aircraft on Sunday intruded into China’s territorial airspace over the Xisha Qundao without the approval of the Chinese government, and the PLA Southern Theater Command organized naval and air forces to track and monitor the Australian aircraft, take powerful countermeasures and warn it away in accordance with laws and regulations
The Australian move seriously violated China’s sovereignty and could have easily triggered maritime and aerial accidents, Li said.
“We urge the Australian side to immediately stop such provocative moves. The troops in the theater are on high alert at all times to resolutely defend national sovereignty and security and peace and stability in the region,” Li said.
Chinese military affairs expert Wang Yunfei told the Global Times that Australia is shifting the blame to the victim. He noted that it is the Australian side that has sent a military aircraft to China’s doorstep in the South China Sea and intruded into China’s territorial airspace, while the Chinese side’s countermeasures are legitimate and professional.
Zhang Junshe, another Chinese military affairs expert, told the Global Times that the Chinese military’s countermeasures against the Australian aircraft that intruded into Chinese territorial airspace of Xisha Qundao have been professional, up to standard, and restrained. However, Australia should not mistake China’s restraint as weakness. He said that “If the Australian military repeatedly engages in deliberate provocations and causes any maritime or aerial incident between the Chinese and Australian militaries, Australia shall bear full responsibility for all consequences.”

