"The China Debate We're Not Having" | Part 2: What Does the United States Want?
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This episode of the Sinica Podcast, part two of 'The China Debate We're Not Having,' features a panel discussion from the Institute for America, China and the Future of Global Affairs conference at Johns Hopkins SAIS. Moderated by Dean Jim Steinberg, the panel—featuring Matt Duss, Catherine Thompson, Jonas Nam, and Leslie Vindjimuri—examines a central question: What does the United States want from its relationship with China? The conversation reveals a profound strategic confusion within U.S. foreign policy, with no coherent grand strategy emerging from either the Trump or Biden administrations. The panelists argue that the bipartisan consensus on China as a 'pacing threat' has led to overcommitment in the Indo-Pacific, neglecting tradeoffs with other global priorities like Ukraine and Iran. They highlight growing public favorability toward China in the U.S., especially among Democrats, driven more by the absence of anti-China rhetoric than by policy shifts. On economic issues, panelists suggest reframing U.S.-China competition around specific domestic challenges—affordability, energy, and technological catch-up—rather than broad ideological confrontation. On security, they emphasize the need for allies to shoulder more defense burdens and explore a more restrained U.S. posture in the Indo-Pacific. The discussion concludes with a warning against letting the U.S.-China relationship become a proxy in domestic culture wars, stressing that external realities—like the war in Ukraine and Middle East dynamics—will shape policy more than Washington’s internal debates. Key takeaways include: 1) The U.S. lacks a unified grand strategy toward China, leading to inconsistent policy; 2) Public opinion is shifting positively toward China, especially among Democrats, due to reduced anti-China rhetoric; 3) Economic engagement with China should focus on solving specific U.S. problems like affordability and energy, not broad competition; 4) The U.S. must rebalance alliances and reduce its military footprint in the Indo-Pacific to avoid escalation; 5) Human rights and democracy promotion have lost credibility due to U.S. hypocrisy and should be approached with greater nuance; 6) The U.S. must avoid letting foreign policy become a domestic political football; 7) External factors—war in Ukraine, Middle East tensions—will increasingly shape U.S.-China policy more than internal debates; 8) A new consensus may emerge not from elections but from evolving global realities.
The U.S. lacks a coherent grand strategy toward China, leading to inconsistent and reactive policy.
Public favorability toward China has risen significantly, especially among Democrats, due to reduced anti-China rhetoric.
U.S.-China economic engagement should be reframed around solving domestic issues like affordability and energy, not ideological competition.
Allies in the Indo-Pacific must take greater responsibility for their own security to reduce U.S. military burden and avoid escalation.
Human rights advocacy in U.S.-China relations has lost credibility due to hypocrisy and should be approached with greater nuance.
…and 3 more takeaways available in PodZeus
Introduction and Context: The Strategic Vacuum in U.S.-China Relations
Kaiser Guo introduces the episode as the second part of a panel discussion from the ACF conference at Johns Hopkins SAIS, framing the central question: What does the United States want from China? He sets the stage by highlighting the absence of a coherent U.S. grand strategy, the breakdown of the bipartisan consensus on China, and the need for intellectual honesty in the U.S.-China discourse.
The Absence of a U.S. Grand Strategy
“The United States does not know what it wants. We were in a moment right now where the old consensus has come apart.”
Security Priorities and the Indo-Pacific Deterrence Challenge
“We have to grapple with the tradeoffs, without having to grapple with constraints on our own strategy.”
Reframing Economic Competition: From Confrontation to Problem-Solving
“What I think we should want is perhaps frame it in much more narrow terms about particular issues that we have domestically.”
Public Opinion and the Shifting American View of China
“There's been a 40% increase since 2024 in the extent to which the American public has a sort of friendly disposition towards China.”
“The U.S. has lost 100 percent of its credibility on promoting human rights on the global stage.”
“The United States does not know what it wants. We were in a moment right now where the old consensus has come apart.”
“We have lost a shared sense of what the American political project it is. I mean, this is a deep crisis we're in right now.”
Host
Guests
China
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United States
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Trump Administration
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Biden Administration
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Matt Duss
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Catherine Thompson
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Taiwan
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Kaiser Guo
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Leslie Vindjimuri
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Jonas Nam
person
Adam Tooze is Chinamaxxing!
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