Exactly a month into his new term, President Donald Trump’s latest major pick, Kash Patel, has been appointed as the Director of the Federal Bureau of Investigation after a grueling confirmation in the US Senate. Tulsi Gabbard had earlier been confirmed as the Director of National Intelligence. Both these are positive from India’s point of view: they signal that the sinister Deep State may well be reined in, after decades of anti-India activism on its part.
Over the last week or two, there have been revelations after revelations of bad faith on the part of the disgraced US establishment, most notably in the shadowy USAID agency, which, it appears, was the absolute “Heart of Darkness” of the Deep State, neck-deep in covert operations, election interference, and general mayhem all over the world, and certainly in India.
Trump himself emphasized that $21 million in covert funds had gone towards affecting election outcomes in India. Presumably the reduced majority Modi got in 2024 could be traced back to this.
Fortress America
The general contours of Trump’s foreign policy are beginning to emerge. I predicted a month ago, before Trump had taken over, in ‘Greenland, Canada, Panama: Chronicles of a Foreign Policy Foretold’, that Western Europe, and the United Kingdom in particular, would find themselves treated as irrelevant to the new order to come. That has happened.
In fact, things have gone beyond what I anticipated. In a nutshell, Trump is downgrading the Atlantic, and his focus will be on the Americas, the Middle East, and the Indo-Pacific. Which, from a historical perspective, makes sense: the world’s economic center of gravity is moving towards Asia; trade flows in the Pacific and the Indian Oceans are increasingly more important than in the Atlantic; and a few centuries of European domination are pretty much over.
Sorry Europe, Atlanticism is at an end
To put it bluntly, the vanity that Europe is a ‘continent’ is now being exposed as hollow: to be precise, it is merely an appendage, an outpost, to vast Asia. Europe is at best a subcontinent, like India is; it should probably be renamed as ‘Northwest Asia’. The saga of ‘Guns, Germs and Steel’ post the Industrial Revolution is winding down rapidly. There is some schadenfreude in that the UK becomes even more irrelevant: just a small, rainy island off NW Asia.
The Putin-Trump dialog suggests that Ukraine, and even NATO, are now superfluous. Atlanticism has been a constant in US foreign policy, mostly pushed by two forces:
Eastern European-origin State Department officials who have inherited a blood-feud with Russia from their ancestors, eg. Brzezinski, Albright, Nuland, Blinken, Vindman
an ancient intra-Christian schism between the Eastern Orthodox Church and (for a change) an alliance of Roman Catholics and Western Protestants like Lutherans, Anglicans and Calvinists.
It is time that the Americans realized they’ve been turned into cats’-paws by these forces, and turned their backs on these ancient animosities, which have almost no relevance today. In fact one could argue that a NATO-Russian alliance is the right solution in the medium term, because otherwise both could become puppets of China. Bringing the Ukraine war to an end is a start.
The general tone of the Trump White House implies a Fortress America. In practice, this seems to mean that instead of being Globocop, the US focuses on a) the Americas, North and South, b) the Pacific Ocean, d) the Indian Ocean, in that order.
A new Monroe Doctrine in the Americas
The attention being paid to Canada and Mexico over and above the tariffs issues suggests that there is a plan to create a stronger and more unified North American entity; the noises about “Canada the 51st state” and “Gulf of America” suggest that maybe a new NAFTA-style agreement could be inked, especially now that the warming Arctic Ocean makes the thawing tundra of Canada more appealing.
It is true that there is no immediate thrust for a Monroe Doctrine-style exclusive US ‘sphere of influence’ in South America, but I suspect it is coming. Already, there have been positive vibes between Trump and Argentina’s Milei, and Salvador’s Bukele: the former for his DOGE-style chainsaw-wielding that’s showing results, and the latter for his strong law enforcement.
The Island Chains and other red lines in the Pacific
In the Pacific, there has been pushback against China’s moves on the Panama Canal: there are two Hong-Kong-based entities (read proxies of the Chinese government) controlling ports around it: Balboa on the Pacific side, and Cristobal on the Atlantic side.
On the other hand, there is increasing global support (with the judicious use of Chinese carrots such as BRI) for the annexation of Taiwan by China, including, if necessary, by force. A Lowy Institute study (“Five One Chinas: The Contest to Define Taiwan”) suggests that some 119 UN member states accept the official Chinese position on ‘reunification’. Only 40 countries are not on board with China’s claim of sovereignty over Taiwan.
It is very likely that there will be a showdown between the US and China over Taiwan, within the next two years. It is said that Xi Jinping has given a timeframe of 2027 for all this. It will be interesting to see how many states that condemned Russia’s invasion of Ukraine will condemn China’s future attack on Taiwan. Chances are that many will be strategically silent.
Japan, Australia, South Korea and other friends of the US will have a hard time keeping the peace in the Pacific. The “Three Island Chains” act as increasingly critical red lines to contain an aggressive China. In fact, the Asia Maritime Initiative is speaking of five island chains (“China’s Reach Has Grown, So Should the Island Chains”), including those in the Indian Ocean (remember the “String of Pearls” intended to tighten around India’s throat).
The three island chains: 1. Taiwan, Japan, Philippines; 2. Guam, Marianas; 3. Hawaii
(Source: China is making waves in the Pacific, Alexandra Tirziu, Jan 2024 https://www.gisreportsonline.com/r/china-pacific-conflict/)
Meanwhile, in a show of aggression far from its shores, three Chinese warships indulged in “live firing” in international waters between Australia and New Zealand, and commercial aircraft were warned to keep away. This is a warning to Australia, which, thanks to AUKUS foolishness, cancelled French submarines and now await British submarines… in the 2040s.
The increasing relevance of the Indian Ocean and the Middle East
Much of the world’s trade, including 75% of global maritime trade and 50% of its daily oil shipments, go through the Indian Ocean.
The main issues will be the control of the Straits of Malacca and Hormuz, and the alternative routes being explored by China via the Isthmus of Kra in Thailand, possible use of Coco Islands and other Myanmarese ports including Sittwe and (a bit of a stretch for China) access to Chittagong. There are also troublesome pirates, including Houthis, that make for perilous journeys leading to the Suez Canal, the Gulf of Aden, and the Red Sea.
Interestingly, the US is making moves in the Indian Ocean that will support both the IMEC (India-Middle East-Europe Economic Corridor) and I2U2, the India-Israel-UAE-US economic partnership. IMEC is the old Spice Route, revivified.
There is also the proposed Ben-Gurion Canal through the Negev Desert in Israel that would benefit Saudi Arabia as well (its futuristic NEOM city is nearby), and this would be made feasible by Trump’s proposed transformation of Gaza. It would be an alternative to Suez.
Following up on the Abraham Accords, Trump 2.0 would like to bring the Gaza war to an end, and create an environment in the Middle East where Israel, Saudi Arabia, the UAE et al will form a counter and a buffer to the machinations of Iran and Turkey.
The Indo-US joint communique is a statement of intent
It is in this global context that we need to analyze the joint communique between the US and India after the Trump-Modi summit. Both nations will be attempting to advance their own strategic doctrines. The US would like India to become a non-treaty ally. India would like to keep its multi-alignment policy going, along with Atmanirbharatha. These may make any bilateral progress a little rough but some give and take will work.
There are a few specific areas of interest:
Defense
There is an effort by the US to wean India away from its dependency on Russia for weapons. The most evident carrot here is the F-35 advanced fighter jet, which has now been offered to India for the first time, along with other conventional weapons such as Javelin anti-tank missiles, Stryker infantry combat vehicles, as well as the P8i Poseidon anti-submarine patrol aircraft, and various drones
The P8i is already in service in India, and it would help keep an eye on the southern Bay of Bengal with its proximity to China’s submarine pen on Hainan Island
The F-35 raises some questions. In the Bangalore Air Show it was pitted against the Russian Su-57, which is a lot less expensive. Also, the F-35 needs extraordinary levels of maintenance for its ‘stealth’ coating. Finally, should India invest in building its own AMCA 5th-generation fighter jet rather than buying?
Even though there will be co-production agreements, the US is a whimsical supplier (remember Tarapur), and there will be little transfer of technology, so military procurement and cooperation must be carefully thought through by India
Trade and Investment
The goal is to reach $500 billion in bilateral trade by 2030, which would involve a doubling from current levels ($200 billion in 2023). Besides, the Trump doctrine of reciprocal tariffs and zero trade imbalance may make some of this difficult
Indian firms are planning to invest $7.35 billion in the US
Energy
India will now get access to US civil nuclear technology, but there’s a small twist: the clauses invoking civil liability for nuclear damage will be deleted. This is reminiscent of Pfizer’s covid-era contract with developing countries: Pfizer was assured of indemnity (with the local governments being liable) in case of injury or death caused by its vaccine. This sounds like a bad idea
India will increase its purchases of US oil and natural gas. This is a win-win: it will increase US imports to India, thus reducing the trade deficit, and India will be assured of additional supplies
Technology and Innovation
A whole raft of actions have been proposed, including a tie-up between the US National Science Foundation and the Anusandhan National Research Foundation in India, a program called TRUST, another called INDUS innovation, and one in the area of space collaboration, titled NISAR
Multilateral Cooperation
The Quad, IMEC and I2U2 figured in communique, but also something called the Indian Ocean Strategic Venture. I note this nomenclature progress with approval: there used to be the Asia-Pacific, then it was the Indo-Pacific, and now the Indian Ocean is being singled out
In the area of counter-terrorism, the communique explicitly named Pakistani entities such as Jaish-e-Mohammed and Lashkar-e-Toiba, among others. This is a welcome change from the shadow-boxing indulged in by the Biden administration and others, whereby Pakistani terrorists were treated as ‘assets’
The extradition of Tahawwur Rana, a Pakistani-Canadian now in a Los Angeles jail, to India for investigation into his role supporting David Headley, in the 26/11/2008 terror attacks in Mumbai, is a welcome sign, after the curious Biden exertions in the Pannun case
Courtesy: indography.in
People to people links
Indian parents are spending $8 billion a year to support 300,000 Indian students in the US. This amounts to a sort of ‘foreign aid’, and also incidentally supplies a lot of especially STEM graduates to the US economy
Facilitating visas, which have become frustratingly difficult for Indian business and leisure travelers to the US. Last year, the wait for just a visa interview was 452 days in Chennai (as compared to 15 days in Beijing), which probably was the result ot the Biden State Department ‘punishing’ India for refusing to toe their Ukraine sanctions line
The legal movement of students and professionals between the two countries is to be eased.
Overall, this is a statement of intent: both Modi and Trump are laying their cards on the table, and they will both (as they should) bargain hard to benefit their own nations. But India is no longer being treated as a pariah as it was since the Pokhran blasts, the denial of cryogenic rocket engines (via, yes, the Biden Amendment), and so on.
As Trump moves towards the inevitable multipolar world, he does not wish to leave Asia to eager hegemon China; as he wishes to move the US out of military entanglements in far-off places (for which he expects Europe and others to bear the burden of their own defense), it is natural for him to want India to punch its weight in Asia.
A mutually beneficial relationship free of the supercilious lectures by previous Democratic administrations (eg Daleep Singh on Ukraine sanctions, and he was, ironically enough, the great-grand-nephew of Dalip Singh Saund) would be welcome from the Indian point of view. Having a counterweight to China, and a G3 instead of a G2, would likewise be useful from the US point of view. Thus, there are glimpses of a possible win-win situation.
2222 words, 22-02-2025
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