The White House (via OMB) strongly protests Congressional efforts within the FY 2027 NDAA to prohibit the purchase of warships from foreign shipyards. The Administration argues that these restrictions undermine national security by limiting flexibility and hindering its strategy of leveraging allied yards, such as in the 'Finland model,' to drive investment into U.S. shipbuilding capacity. This signals a significant policy shift toward integrating international partners into advanced naval construction, suggesting the Pentagon is prepared to bypass traditional domestic build requirements for future combat vessels.
Why Iran Will Escalate
English Summary
The article critiques the widespread confidence among foreign policy establishments regarding the ability to manage the fallout from a potential U.S. attack on Iran. It argues that this overconfidence is rooted in a misunderstanding of political norms and the unpredictable nature of key decision-makers. The text provides evidence of a pattern where a specific political figure has historically disregarded established foreign policy advice and norms, such as the move of the American embassy to Jerusalem, without facing apparent repercussions. Consequently, policymakers should be cautious, as standard strategic planning may fail to account for the volatile and norm-breaking actions of powerful political actors.
中文摘要
本文批判了外國政策界普遍對於管理潛在美國攻擊伊朗後可能引發的餘波所抱持的過度自信。文章認為，這種過度自信源於對政治規範的誤解，以及對關鍵決策者不可預測性的低估。文本提供了證據，指出某位政治人物在歷史上曾無視既定的外交政策建議和規範（例如美國大使館遷至耶路撒冷），卻未遭受明顯的後果。因此，政策制定者應保持謹慎，因為標準的戰略規劃可能無法預料到強大政治行為者那種變動不居且違背規範的行動。
Related Entries
-
1.
-
2.
The Western Pacific remains a highly active theater defined by sustained U.S.-led military exercises and escalating great power competition. Key evidence includes continuous joint operations, such as RIMPAC 2026 in Hawaii and the deployment of CSGs into the South China Sea, juxtaposed with increased naval activity from both China (PLAN task groups) and Russia near Japan's critical straits. These movements underscore a strategic push by non-allied powers to assert presence and challenge regional norms. Policy implications dictate that allied nations must maintain robust multilateral cooperation and interoperability to safeguard freedom of navigation and manage escalating tensions in the Indo-Pacific.
-
3.
The article argues that the post-Cold War era of U.S. unipolarity, established by the perceived invincibility demonstrated during the Gulf War, has ended. This decline is driven by globalization and technological diffusion, which have democratized advanced military capabilities, allowing regional actors to challenge major powers. Consequently, policymakers must prepare for a more volatile international order marked by frequent crises, heightened costs for securing global trade chokepoints, and reduced predictability from American power. The new rules dictate that great powers can no longer effortlessly impose their will through force.
-
4.
The article argues that current market borrowing costs are rising independently of the Federal Reserve's policy stance, challenging the assumption that the Fed controls all rates. Evidence shows significant increases in key rates—such as 2-year Treasuries and mortgages—even while the effective federal funds rate remains steady. This divergence occurs because market rates reflect complex factors like inflation expectations, credit risk, and geopolitical volatility, which are outside the central bank's direct control. Policymakers should therefore recognize that sustainable rate moderation requires credible disinflation and disciplined government budgets, rather than relying solely on Fed intervention.
-
5.
Despite recent trade setbacks, the U.S. retains fundamental structural economic leverage over China, particularly in high-tech sectors and intermediate goods. While Beijing can temporarily weaponize specific resources like rare earths, these chokepoints are vulnerable to diversification efforts by the West. The article argues that the most effective strategy is not unilateral action but coordinated multilateral pressure from U.S. allies across Asia and Europe. Washington must therefore coordinate its economic statecraft with partners to maximize damage to China’s export-dependent model.