President Donald Trump has pursued a more assertive posture in the Western Hemisphere—overseeing the forcible removal of Nicolás Maduro in Venezuela and expanding military operations in the Caribbean against alleged drug trafficking networks. Framed as the “Trump Corollary” to the Monroe Doctrine, or the “Donroe Doctrine,” the administration has articulated a strategy aimed at asserting U.S. primacy in the Western Hemisphere and denying “hostile foreign incursion” by external powers. As the United States shifts its strategic focus closer to home, fundamental questions emerge about the viability of a modern spheres of influence framework and how such an approach will impact U.S. strategic competition with China.
To examine the implications of this shift, the Assessing China Project convened seven experts with a diverse range of perspectives. Their exchange below centers on several critical questions: Does the “Donroe Doctrine” strengthen or weaken Washington’s hand in strategic competition with China? Is a great powers spheres-of-influence approach viable—and would Beijing respect U.S. dominance in the Western Hemisphere? How would China respond? What would a U.S.-China spheres-of-influence arrangement mean for third countries, and how might it shape their strategic behavior?
The “Donroe Doctrine”
Does the “Donroe Doctrine” strengthen or weaken Washington’s hand in strategic competition with China?William A. Galston
U.S. President Donald Trump administration’s reassertion of American primacy in the Western Hemisphere will likely hinder the steady rise of China’s economic and diplomatic interests in the region. The removal of Nicolás Maduro as president of Venezuela is forcing China to recalibrate its policies toward what had become its closest South American ally. Recent policy shifts in Mexico, Panama, and Honduras have also been adverse to China’s interests.
But these gains since Trump reentered the Oval Office have come with strategic costs. The military operation against Maduro required the redeployment of significant naval assets from other parts of the world, limiting the president’s options when a popular insurrection broke out against the Iranian regime and forcing the administration to redeploy the U.S.S. Abraham Lincoln from the South China Sea. The administration’s push to acquire Greenland over the objections of the Danish government and the island’s inhabitants threatens NATO’s foundations . It has also helped China position itself rhetorically as the defender of the international legal order. In tandem with tariffs, Trump’s challenge to Canada’s sovereignty has pushed the United States’ northern neighbor to patch up relations with China. On balance, the costs of the “Donroe Doctrine” to the United States have exceeded its gains.
Patricia M. Kim
The “Donroe Doctrine” weakens Washington’s hand in its strategic competition with China. By diverting U.S. attention and political capital away from the enduring foundations of American power, it risks accelerating the very “decline” it seeks to arrest.
For decades, U.S. influence has rested not just on military strength, but on a dense network of alliances, deep economic ties, and a reputation as a stabilizing force in the Asia-Pacific and beyond. The “Donroe Doctrine” moves in the opposite direction. It signals a narrowing of priorities that allies, already uneasy about U.S. reliability, are likely to interpret as strategic drift.
The costs extend beyond alliances. American soft power—rooted in admiration for its society, culture, universities, and innovative capacity—has long cushioned the impact of U.S. foreign policy failures. That reservoir of goodwill is now under strain as Washington embraces a more unilateral and transactional approach to the outside world. An increasingly narrow, openly imperialistic posture will accelerate the erosion of American soft power, leaving the United States with fewer tools to influence outcomes short of coercion.
Just as importantly, the “Donroe Doctrine” hands Beijing a narrative gift. Chinese leaders have long portrayed the United States as a hegemonic power that imposes its will on others. A doctrine that emphasizes dominance over partnership reinforces that charge, while allowing China to present itself as a more responsible great power and a champion of a fairer international order. While few countries are naïve about China’s own willingness to use coercive tools, relative perceptions matter. As confidence in U.S. leadership diminishes, space opens for Beijing to expand its economic, diplomatic, and security footprint with countries seeking to hedge against uncertainty. Beijing would not need to displace the United States directly; it would benefit simply from a U.S. strategy that weakens alliance cohesion and blurs Washington’s broader strategic priorities.
Melanie W. Sisson
The “Donroe Doctrine” is actively harmful to Washington’s ability to compete successfully with China. It is a regression to imperialism that achieves little more than offending and alienating America’s nearest neighbors. Indeed, the administration’s use of military force to seize other countries’ natural resources reveals a disregard for the people of those nations, and deprives the United States of any pretense that it respects national sovereignty.
The United States has long been unambiguously militarily and economically dominant in the Western Hemisphere, and its exercise of this dominance has hardly been benign. Since World War II, the United States has used covert action, threats and direct applications of military force, and economic coercion in the Caribbean and Central and South America. That it most often did so for ideological reasons—seeking to bolster the hemisphere against communist incursion—does not purify its actions, but it at least suggests an intent that was not exclusively self-serving.
The “Donroe Doctrine” reverses this equation, replacing ideological reinforcement with naked resource acquisition. In doing so, it compares unfavorably against China’s current rhetoric and growing record of engaging with, rather than plundering, the region. While Beijing’s willingness to extend infrastructure loans, construct digital networks, build manufacturing hubs, and serve as a massive export market is hardly altruistic, these activities provide tangible development value. In short, while China continues to try to make friends and influence people in the Western Hemisphere, the “Donroe Doctrine” will do the opposite.
Constanze Stelzenmüller
For this European, it has always been baffling that successive post-Cold War U.S. administrations assigned a low priority to the United States’ neighbors in the Western Hemisphere. Deep economic and security integration with Canada was, it seemed, taken for granted. Washington largely ignored the countries of Central and Latin America, most of them with toxic memories of U.S. intervention or support for abhorrent regimes—except when they were a source of the darker outflows of globalization, like illegal immigration, human trafficking, drugs, illicit weapons, or organized crime.
So, a “hemispheric approach” could have been a welcome correction, an opportunity to reset relationships and refresh old alliances or build new ones. It might even, if successful, serve as what A. Wess Mitchell calls a “strategy of consolidation”—“an attempt by a great power to proactively shore up its position in order to increase its disposable power over time.” In other words: Western Hemisphere first, then on to China.
But the “Donroe Doctrine” (or the “Trump Corollary,” as the 2025 National Security Strategy called it) asserts an intention to gain “primacy” on both American continents, which is a rather larger ambition. The evidence so far—a regime-preserving decapitation strike in Venezuela (masterfully executed, but with an uncertain long-term outcome); the Caribbean boat killings; the threats against Cuba, Panama, and Mexico; the insults against Canada—suggests an “everything everywhere all at once” approach. Whether that increases America’s disposable power or fatally dissipates it seems an open question for now.
Thomas Wright
I understand the “Donroe Doctrine” to mean the administration’s effort to assert U.S. primacy in the Western Hemisphere through tariff threats, political pressure, and discouraging partners from deepening ties with China. But by demanding loyalty without offering mutually beneficial economic development, and by using economic coercion against partners as its tool of choice, Trump is reducing America’s appeal as a regional partner. China has become a more attractive economic partner for many countries that are looking to diversify away from the United States. Thus, the doctrine weakens America in the Western Hemisphere and globally.
We have already seen signs of this. In 2025 and early 2026, President Luiz Inácio Lula da Silva deepened Brazil-China ties through high-level talks with Xi Jinping, a state visit to Beijing focused on attracting Chinese investment in infrastructure and energy, and new commercial cooperation linked to Brazil’s role in BRICS. Lula also announced reciprocal visa exemptions for short-term Chinese visitors in 2026, signaling a push to boost business travel, tourism, and broader economic integration between the two countries. Peru has also built very deep and broad economic ties with China, anchored in a long-standing free trade agreement, major infrastructure investments like the Chancay megaport, and significant Chinese involvement in mining and energy. Its dependence on China for trade is proportionally larger than Brazil’s. Even the pro-Trump president of Argentina, Javier Milei, has abandoned his previously hostile approach to China and shifted toward pragmatism, which includes a visit to China later this year.
Globally, the “Donroe Doctrine” is shifting valuable military assets away from the Indo-Pacific to the Western Hemisphere, and it is inextricably linked to a foreign policy that is disinterested in strategic competition with China. This is also likely to benefit China and outweigh any advantage accruing to the United States by weakening Venezuela’s ties to Beijing.
Miles Yu
The “Donroe Doctrine” strengthens Washington’s hand because it is the modern expression of two enduring U.S. principles: hemispheric denial of hostile external systems and the Open Door commitment to an open, rules-based order rather than closed imperial blocs. The United States kicks China out of Latin America so that rules and laws can prevail in the Western Hemisphere. China entered the Western Hemisphere sometimes fairly, but primarily furtively, in violation of many rules in the first place. China’s global strategy is not confined to the Taiwan Strait or the South China Sea; it is opportunistic and worldwide. In the Western Hemisphere, it uses economic leverage, infrastructure development, political influence, and security relationships to build platforms for intelligence collection and distractions that consume American attention. The objective is not simply commerce, but the gradual displacement of U.S. leadership in its own neighborhood.
The Monroe Doctrine, and its second corollary, the “Donroe Doctrine” (the first being the 1904 Roosevelt Corollary), is not isolationism. It is a statement that the United States will not tolerate hostile forward positions, intelligence outposts, or proxy destabilization close to home, especially when designed to erode U.S. capacity to operate globally. By reducing China’s ability to pressure the United States from the periphery—through rogue-regime partnerships, regional convening architecture, and institutional displacement—the “Donroe” corollary to the Monroe Doctrine can restore deterrence and strategic bandwidth.
The essence of the “Donroe Doctrine” or the “Donroe” Corollary is therefore not “America stays in the hemisphere.” It is “America defends the hemisphere so it can lead globally.”
A great powers spheres-of-influence approach
Is a great powers spheres-of-influence approach viable—does Beijing accept the framework? Would Beijing respect U.S. dominance in the Western Hemisphere? And if so, what would it expect in return?William A. Galston
China has spent the past two decades building a dense network of diplomatic and economic relationships throughout the Western Hemisphere. During this period, the People’s Republic of China (PRC) invested approximately $223 billion dollars in South America, including about $82 billion in Brazil, $33 billion in Peru, and $27 billion in Argentina. More than 20 countries in the region have joined China’s Belt and Road Initiative, including five of the seven countries in Central America, as well as Argentina, Chile, Colombia, and many others in South America. Chinese banks and other state-backed vehicles have become a leading source of investments throughout Latin America. Two decades ago, China did almost no business in Latin America. Today, total bilateral trade exceeds $500 billion annually.
Many Chinese-backed ventures in the region have strategic as well as economic significance—for example, the massive port in Chancay, Peru. Xi Jinping inaugurated the port’s construction in person, and China has initially invested $1.3 billion into it, with more to follow. According to a recent report, the Port of Chancay is already the “largest and most influential deep-water port on South America’s Pacific Coast.” COSCO, a Chinese state-owned shipping firm, operates the port with majority ownership. China has also created a network of sites for critical minerals throughout Latin America, of which the most important is a $1 billion deal to mine lithium in Bolivia.
The Trump administration’s new national security strategy calls for a Western Hemisphere that “remains free of hostile foreign incursion or ownership of key assets.” But the word “remains” gestures toward a reality that no longer exists. U.S. efforts to counter the surge of Chinese investment in the Western Hemisphere are in their infancy, and there is no obvious mechanism for inducing nations in the region to undo the contracts into which they have voluntarily entered. While the United States has declared that it enjoys primacy throughout the region, China has established facts on the ground that contradict this claim.
In December, Beijing issued a policy paper indicating its unwillingness to pull back from its decades-long progress in the hemisphere. If the Chinese government means what it says, a classic spheres-of-influence approach in the Western Hemisphere will be hard to enforce. While the United States has been preoccupied elsewhere, the PRC has patiently pursued a strategy that has given it a solid economic and diplomatic foothold in the region, and a potential military foothold as well.
Ryan Hass
Two trends are converging. First, the post-World War II rules-based international order is dead. Canadian Prime Minister Mark Carney provided a powerful eulogy of it in his address to the World Economic Forum in Davos. Second, the United States under Trump has shown determination to establish dominance in the Western Hemisphere. The confluence of these two trends has led many analysts to pronounce the dawn of an era of spheres of influence. These pronouncements are at best premature. Here’s why:
- Trump is not guided by a coherent vision for global order. He is not consistent in his approach to the world. His erratic decisionmaking is guided by instinct, appraisal of opportunity, and constant search for leverage.
- The United States is not retrenching from the rest of the world to concentrate on asserting its dominance of the Western Hemisphere. Washington has shown no inclination to cede Asia to China or parts of Europe or Central Asia to Russia. Trump wants America to dominate the Western Hemisphere and maintain a favorable balance of power in Asia, Europe, and the Middle East.
- Chinese President Xi Jinping envisions China as a global power. Put differently, China’s ambitions will not be satiated within its periphery. By the same token, China also does not see regional domination as a prerequisite for asserting greater global leadership.
- China’s neighbors also have agency. Of its 14 neighbors, four are nuclear powers. None of China’s neighbors appears open to ceding an independent foreign policy in subservience to Beijing’s demands.
In short, the world is becoming more disordered, dangerous, and Hobbesian. It is not splitting into distinct spheres of influence along geographically accepted lines of demarcation.
Patricia M. Kim
A great-power spheres-of-influence arrangement would likely be welcomed by Beijing—implicitly and on highly asymmetric terms. China today maintains a substantial presence in the Western Hemisphere, spanning trade, investment, infrastructure, and diplomacy. But relative to its engagement elsewhere—especially in Asia, as well as in Africa and the Middle East—the region occupies a lower rung in Beijing’s strategic hierarchy. Latin America, in particular, remains peripheral to China’s core security concerns. As a result, acquiescing to U.S. dominance there would impose relatively modest costs on Beijing. For Washington, however, the price would be far higher.
For years, Chinese leaders have pressed the United States to show “respect” for China’s core interests—a phrase encompassing Beijing’s positions on Taiwan and its territorial assertions in the South and East China Seas. A spheres-of-influence arrangement would effectively institutionalize that demand. In exchange for restraint in a region of secondary importance, Beijing would expect tacit U.S. acceptance of Chinese primacy in its immediate neighborhood. This is the grand bargain China has long sought.
Beijing would likely avoid openly embracing a spheres-of-influence framework, given its efforts to portray itself as a champion of multipolarity and proponent of the Global South. But in practice, such an arrangement would amount to a significant strategic concession by Washington—one that legitimizes contested Chinese claims, constrains U.S. freedom of action in Asia, and asks comparatively little of Beijing in return.
Melanie W. Sisson
China is unlikely to overtly adopt a spheres-of-influence framing for its own foreign policy, but it might find more to like than to dislike in the effects of the United States doing so. In this sense, Beijing could find that it can have its cake and eat it too.
A United States that intensifies its deprioritization of alliances and its rejection of multilateralism would offer Beijing benefits at a discount. In Europe, it would reduce China’s need to spend intensive time and effort exploiting divisions between the United States and its allies, as the United States would be doing that for free. In East Asia, U.S. tolerance of great powers exercising primary military authority within their own regions would not fundamentally alter China’s calculus about using force in its surrounding seas or against Taiwan, but it would likely reduce the inflammatory role those issues have played in the U.S.-China relationship. Trump’s apparent willingness to keep oil flowing from Venezuela to China, moreover, and his initial endorsement of the recent China-Canada trade deal—before it was rescinded as a personal rebuke following Carney’s pointed remarks at Davos—are hints that Beijing’s economic access to the Western Hemisphere might not be foreclosed.
This is not to say that U.S.-China relations would be frictionless. But a United States that prefers great power dealmaking to great power competition is one that softens China’s security environment and gives Beijing room for maneuver in economic affairs.
Constanze Stelzenmüller
It was the German theorist (and crown jurist of National Socialism) Carl Schmitt who most powerfully articulated the idea of hemispheric power-sharing from 1939 onward. His Großraum (great space) theory explicitly drew on the Monroe Doctrine but expands it, carving up the entire world into a plural order of regional spheres, each dominated by a hegemon—thereby categorically rejecting the universalism of classical international law. As Princeton scholar Jan-Werner Müller showed in his 2003 study “A Dangerous Mind,” Schmitt’s ideas met with fascination in Moscow and Beijing. His enthusiastic reception in China by influential scholars and translators like Liu Xiaofeng and Wang Shaoguang in the early 2000s was jokingly referred to as “Schmitt fever.”
The problem is that a Großraum strategy relies on, well, segregation: powers staying in their own spaces. Yet China has long been present across the entire Western Hemisphere. In 2008, the Brookings essay collection “China’s Expansion into the Western Hemisphere” reviewed responses to then-President Hu Jintao’s visit to Latin America in 2004. Since then, China’s footprint in the region has rapidly expanded and strengthened via the Belt and Road Initiative (21 members from Latin America and the Caribbean), strategic investments in critical infrastructure like ports, and a broad spectrum of economic and security partnerships. As for Canada, the United States is by far its largest trade partner (about $762 billion)—but China is the second largest ($86 billion).
A U.S. strategy of pushback based on limited military intervention and economic coercion (or threats thereof) seems unlikely to succeed. And one is left to wonder what an administration obsessed with race and “civilization” will make of more than 5 million Chinese Americans.
Thomas Wright
We need to be clear about what we are talking about. A spheres-of-influence arrangement would normally mean that the United States seeks to dominate the Western Hemisphere and keep China out in exchange for accepting greater Chinese influence in parts of Asia. That is not what is happening here. The United States seeks dominance in its region but accords China no such role in Asia. In effect, it is spheres for me but not thee.
It is true that Trump seems disinterested in competing with China by making affirmative offerings to other countries, either in the Western Hemisphere or anywhere else (outside of the Gulf, where he has offered significant inducements to U.S. allies). It is all coercive—back us and don’t back China, or we will impose tariffs or undertake some other coercive measure. It is more accurate to describe Trump’s approach as a 19th-century mindset of regional expansionism and gunboat diplomacy rather than spheres of influence. This is likely to backfire—as described above, China will continue to strike deals with countries in the Americas while it also makes progress globally. Ironically, Trump’s coercive approach to U.S. allies and partners may help China establish and enhance a sphere of influence in Asia even though that may not be his stated intention.
If Trump did switch to a formal spheres-of-influence arrangement, it would be severely damaging to U.S. interests because of East Asia’s strategic importance. It would also be inherently unstable because the lines of any spheres-of-influence arrangement are fuzzy, and the countries within that sphere have agency and may resist.
Miles Yu
A spheres-of-influence bargain is unlikely to be viable because it rests on an assumption that revisionist powers treat spheres as reciprocal boundaries rather than as one-way permissions to expand. Spheres imply stability through mutual restraint: each great power stays in its lane. Yet China’s pattern is to seek leverage across regions simultaneously—political, economic, institutional, and security footholds that can be activated for coercion or distraction. That behavior suggests spheres would be treated as tools, not constraints: useful when they induce American self-limitation, disposable when they block Chinese advantage.
The deeper problem is conceptual. The original Monroe Doctrine’s logic was not a claim that the Americas were property to be monopolized. It was a rejection of external empire and system-extension—an effort to prevent Old World power structures from reclaiming newly independent societies. Paired with the Open Door tradition, the U.S. posture is best described as anti-imperial and pro-openness, not “closed sphere management.” A spheres framework would invert that logic by formalizing division and validating bloc politics.
China may accept spheres rhetorically when they help it consolidate dominance in East Asia, but its incentives point toward probing, gray-zone expansion, and institutional displacement—making any spheres deal unstable at best and strategically asymmetric at worst.
A U.S.-China spheres-of-influence arrangement
What would a U.S.-China spheres-of-influence arrangement mean for other countries, and how might it shape their strategic behavior?William A. Galston
Beyond the hemispheric context, the U.S. adoption of a spheres-of-influence doctrine to replace the rules-based international order it has sponsored since the end of World War II would have broadly adverse effects. Russian President Vladimir Putin would claim vindication for his claims on Russia’s “near abroad,” starting but not ending with Ukraine. And China, whose diplomats have mastered the skill of having their cake while eating it, would be all too happy to invoke this doctrine in defense of its “nine-dash line” outlining its territorial claims in the South China Sea, which has been rejected by its neighbors as well as international legal bodies. It remains to be seen how this could be squared with China’s effort to position itself as a reliable defender of the post-war international legal order against Trump’s attacks.
To be sure, Russia and China did not need a shift in U.S. declaratory policy to assert their own spheres-of-influence policies. But there is a global audience of mid-range powers and smaller nations as well. If the United States acts aggressively in the Western Hemisphere, despite the objections of weaker countries in the region, the rest of the world will be less willing to take the risk of challenging the parallel aggressions of other great powers.
In these circumstances, it is not obvious how the United States would continue to justify its insistence that Taiwan’s status should not be changed by force. If the Trump administration invokes a threat from China to justify the acquisition of Greenland from Denmark—by force if necessary—China could advance the same claim about Taiwan, which is scheduled to receive a new $11 billion arms package from the United States.
Defending the principles of state sovereignty and non-aggression does not suffice to protect weak nations against the depredations of the strong, but abandoning these principles puts us on the road to Thucydides’ Melian dialogue. This is not a world in which anyone should want to live.
Ryan Hass
Previously, many countries in Asia chose to partner with the United States to hedge against China’s rise. Even as the United States pursued its own interests, there was a widely held expectation across the region that America would be predictable and employ its power in the service of stability. America would protect the global commons, disincentivize national rearmament, and deter territorial conquest through the use of force.
Those expectations no longer hold.
Now, the United States wants countries across Asia to pay it for upholding regional stability, much as a claimholder would compensate an insurance company for the protection it provides. At the same time, Trump has undercut America’s long-standing commitment to defend America’s partners in the region. In his shambolic quest to seize control of Greenland, Trump argued that America would be a sucker to defend territory it does not own. Wittingly or not, Trump called into doubt whether America remains a reliable security partner.
Faced with China’s rise and America’s growing unreliability, countries across Asia likely will bandwagon with each other more to guard against external risks from both major powers. There also is a heightened possibility that countries will seek an independent nuclear capability to guard against risks. These actions will not manifest in any grand pronouncements or new concert of Asian powers. Rather, countries across the region will methodically strengthen their own defensive capabilities, both individually and collectively, to protect against crises and predations.
Patricia M. Kim
A U.S.-China spheres-of-influence arrangement would reverberate far beyond the two powers at its center, undermining the U.S. alliance architecture that has long anchored regional order—especially in Asia. Many U.S. allies align closely with Washington precisely because they seek to avoid living in a China-dominated neighborhood. Formalizing a spheres-of-influence arrangement would weaken the rationale for those alliances by signaling clear limits to American commitment in the region.
The result would not be a neat realignment. Some states might bandwagon with China. Others would hedge more aggressively or pursue self-strengthening strategies to provide for their own security. In Asia, such dynamics would likely accelerate military buildups, intensify securitization, and increase the risk of nuclear proliferation. Far from promoting stability, a spheres-of-influence order would make the region more volatile and erode the conditions that have long sustained its economic dynamism and growth.
The consequences would extend well beyond Asia. In Europe, such an arrangement would be deeply destabilizing if interpreted as tacit approval of Russian dominance in its self-declared sphere of influence, further eroding norms against territorial revisionism. In the Western Hemisphere, countries could face pressure to curtail economic and diplomatic ties with China, narrowing development options and constraining strategic autonomy. In regions such as the Middle East and Africa—where no great power enjoys widely accepted “traditional” claims—the logic and boundaries of spheres of influence would be less clear.
Ultimately, few countries outside the great powers would welcome an arrangement that openly divides the world into zones of control and denies smaller states agency over their own foreign policy choices.
Melanie W. Sisson
A U.S.-China spheres-of-influence arrangement would come largely at the expense of third countries. These states would find themselves in a more dangerous world. The great powers would likely perceive there to be fewer consequences for uses of force within their respective spheres. And history demonstrates that militarily dominant states can change their minds about the radius that defines that sphere, to catastrophic effect.
In the near-term, other states—even those that are relatively large and well-resourced—would also be unable to quickly defray the vulnerabilities produced by their exposure to the economies of the United States and China. And both countries have recently demonstrated their ability to transform those latent vulnerabilities into active pain points, using tariffs, export and import bans, and other economic measures to coerce foreign leaders to accommodate great-power preferences.
Some states might attempt to maintain workable relationships with both powers. Others might seek to make mutual security or economic arrangements among themselves. The effects would not be uniform. Formal allies, nonaligned middle powers, and geographically exposed states would face different incentives, shaped by their proximity to each sphere, the extent of their economic entanglement, and their ability to mobilize collective action. All, however, would have to adapt to a more constrained strategic landscape—one that complicates their exercise of meaningful autonomy. With fewer options and higher stakes attached to each choice, third countries would face increasingly unhappy trade-offs between accommodation, alignment, and resistance.
Constanze Stelzenmüller
In short, the notion of a U.S.-China spheres-of-influence condominium seems poorly thought-out and largely inconsistent with the realities of a decades-long deepening of the tissue of global interdependence, including in America itself. But it is producing political fallout already.
Trump’s hemispheric grab for Greenland has alienated America’s European and Canadian allies, who arguably could play an important role as suppliers of allied scale in U.S. competition with China. Over the past half-decade, Europeans had swung—first reluctantly, then firmly—to alignment with American hawkishness on China. They are now contemplating de-risking from the United States as well. Canada’s long-frosty relations with China are also warming, based on outrage over a long string of U.S. presidential insults and threats. Trump’s riposte to Carney’s ringing speech in Davos, calling out the weaponization of economic strength by great powers—“Canada lives because of the United States. Remember that, Mark”—and subsequent threat of “100% tariffs” should Carney proceed on a trade deal with China, will no doubt add impetus to Canada’s U-turn on China. As Carney said during an earlier trip to Beijing: “We take the world as it is, not as we wish it to be.”
Joy, however, reigns in Moscow, where Putin has long worked to persuade Trump of hemispheric “realism.” His spokesperson, Dmitri Peskov, commented: “By resolving the issue of Greenland’s annexation, Trump will undoubtedly go down in the history books.” Meanwhile, the Kremlin continues its attempted annexation of Ukraine via daily brutal bombardments.
Thomas Wright
If Trump pursued a real spheres-of-influence strategy, whereby he made concessions to China on Taiwan, in the South China Sea, and potentially elsewhere, in exchange for a free hand in the Western Hemisphere, it would have grave repercussions for U.S. interests. Some countries would give up pushing back against China, and they would do deals with Beijing on Xi’s terms. Others, like Japan, may seek their own nuclear deterrent, understanding that they are on their own and can no longer trust the United States. The impact on Taiwan would be greater still. Its morale would take a massive hit, China would feel like it could run the table, and pressure would grow within Taiwan to accommodate Beijing in the medium term. Globally, revisionist forces would make the case to establish their own sphere of influence, and they would test the limits of what their neighbors and the United States would accept, thus creating the conditions for further international conflict.
Miles Yu
Beijing would not reliably respect U.S. dominance in the Western Hemisphere unless faced with consistent American denial and costs. Its approach to the region is designed to erode U.S. influence through capital leverage, debt dependency, regional forums that exclude Washington, and partnerships with anti-U.S. regimes that can serve as intelligence nodes or regional destabilizers. These are not the actions of a power that accepts someone else’s primacy; they are the actions of a power building options to pressure and distract its rival.
If Beijing ever offered to meaningfully restrain itself in the Western Hemisphere, it would almost certainly demand strategic deference where it cares most: freedom of action in East Asia, reduced U.S. alliance activism, and acceptance of a China-centered regional order. In practice, the “price” would be American accommodation in the Western Pacific—precisely the trade that would tilt the global balance of power in China’s favor.
For other countries, a U.S.-China spheres arrangement would signal that sovereignty is conditional and bargaining chips are real. Many states would hedge harder, extract benefits from both sides, and align tactically with the power that provides capital, protection, or political cover. “Swing states” and borderland regions would become auction sites for ports, telecommunication networks, military basing, political influence posts, and supply-chain positioning. The likely result is a move away from an Open Door world toward competing blocs—less autonomy for middle powers, more coercion at the margins, and more instability disguised as “order.”
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Commentary
Redrawing global boundaries? The United States, China, and the viability of spheres of influence in the 21st century
February 18, 2026