28 January 2026

Trump, Uncertainty, and China’s Anti-Alliance Strategy

Olivia Cheung, Luis Simón, and Giulia Tercovich

President Donald Trump’s return to the White House has revived a familiar anxiety across Europe and Taiwan: How reliable is the United States when its partners’ core interests are at stake? Trump’s governing style is marked by transactional diplomacy, hostility toward multilateral institutions, tariff-driven economic statecraft, and a willingness to publicly berate allies. Taken individually, none of these features is unprecedented. Together, they create a narrative environment that China is learning how to exploit.

Beijing’s opportunity does not lie simply in Trump’s abrasive style or his penchant for provoking allies. It lies in the uncertainty this behavior generates about American intentions, priorities, and staying power. Across allied capitals, Trump’s conduct has reopened questions that many had hoped were settled: whether U.S. commitments are conditional, whether alliances are valued intrinsically or instrumentally, and whether Washington still views long-term strategic competition with China as a shared project rather than a negotiable choice. Recent U.S. actions — including Trump’s intervention in Venezuela and his renewed interest in Greenland — have only sharpened allied concerns about American volatility and strategic unpredictability.

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