This week’s analysis highlights some of the most significant geopolitical developments involving America’s adversaries—China, Russia, Iran, and North Korea—between November 29 - December 6, 2025.
Excellent roundup of overlapping strategic pressures here. The Macron-Wang Yi juxtaposition really underscores why China won't shift on Ukraine support: Europe offers incentives that dont match the value of Russian alignment in Asia. That Netherlands-Nexperia example drives home how weak Europe's leverage actually is when it cant even protect its own critiical semiconductor infrastructure from Chinese pressure. If you cant safeguard strategic industries at home, you're not convincing Beijing to abandon Moscow.
Thank you! It is a concerning situation Europe finds itself in, but it is ultimately the result of systemic risks it willingly assumed. Fortunately, it does seem that the limited pressure Europe can apply will prevent China from more overtly supporting the Russian military.
Excellent roundup of overlapping strategic pressures here. The Macron-Wang Yi juxtaposition really underscores why China won't shift on Ukraine support: Europe offers incentives that dont match the value of Russian alignment in Asia. That Netherlands-Nexperia example drives home how weak Europe's leverage actually is when it cant even protect its own critiical semiconductor infrastructure from Chinese pressure. If you cant safeguard strategic industries at home, you're not convincing Beijing to abandon Moscow.
Thank you! It is a concerning situation Europe finds itself in, but it is ultimately the result of systemic risks it willingly assumed. Fortunately, it does seem that the limited pressure Europe can apply will prevent China from more overtly supporting the Russian military.