Preparations are clearly underway for
Xi to visit Washington on September 24, albeit only for a day. However, it is
interesting to note that China has not officially confirmed the visit.
Many are asking: given Donald Trump
and his team’s constant flip-flopping, why would Xi waste his time?
Considering Xi’s Kung-tze-Sun-tze
mindset, I can think of three possibilities.
Xi can use the occasion to contrast his leadership with Trump's — without saying a word about it — even though it is probably not Xi's principal reason for going.
Xi's political style is controlled,
deliberate and long-term; Trump's is highly personalised, improvisational and
theatrical. Put the two beside each other before the world's cameras and the
contrast largely creates itself. Beijing would probably be too disciplined to
make the comparison explicit, especially because Chinese officials appear to be
deliberately moderating criticism of Washington before the summit.
The symbolism could be particularly
useful to China internationally. Xi can appear in Washington as the head of a
government that is prepared to negotiate calmly with an increasingly turbulent
United States.
Of course, there are real matters on
the table — tariffs, trade, technology, AI, rare earths, Taiwan and
geopolitical questions — but the sceptic in me says that whatever may be agreed
to by Trump will always be reversed once Xi’s plane takes off from the tarmac
for home. It is a waste of time.
Trump’s midterm election hurdles are high. I am pretty sure China sees considerable advantage in keeping Trump politically viable and giving him enough victories to preserve a transactional relationship that Beijing has learned how to manage.
Xi is said to be bringing an unusually
large delegation of Chinese business leaders to Washington. This will offer the
White House potential economic wins ahead of the midterm elections.
China has also just bought roughly one
million tonnes of American soybeans ahead of the visit, while a Chinese company
has announced a new 20-year U.S. LNG contract.
All these suggest that Beijing
understands perfectly well that giving Trump commercially attractive
announcements on September 24 could help him politically.
Between Trump and the Democrats, we
know who the worse devil to China is. The former’s political and territorial
ambitions, doubts over America's security commitments in West and East Asia,
trade conflicts with partners, and a more transactional approach to alliances
can weaken precisely the coalition Washington would otherwise need to contain
China's rise. Most leaders have growing doubts over U.S. reliability.
So, Beijing could simultaneously
oppose many of Trump's policies towards China while regarding aspects of his
presidency as strategically useful. Those two positions are not contradictory.
Trump is deeply infatuated with Kim. He has repeatedly said he wants another meeting with Kim this year. Xi certainly has channels to Kim. North Korea, however, has responded cautiously and appears determined to set its own conditions.
This possibility fits Trump’s
psychology and Xi's Sun-tze instinct. Trump attaches enormous importance to
personal summitry and has repeatedly spoken of his relationship with Kim. If Xi
could quietly help make another Trump-Kim meeting happen, he would be giving
Trump something Trump personally values greatly — at relatively little direct
cost to China. It could also restore Beijing's position as the indispensable
intermediary in Northeast Asian diplomacy.
Trump needs the September meeting to
announce economic achievements he can take into the midterms, and perhaps
another dramatic meeting with Kim. Xi has the capacity to help with all three.
That, to me, makes the visit potentially far more consequential than many who
call it meaningless suggest.
It was reported somewhere that Xi might cancel his trip to Washington if the U.S. goes ahead with its arms sales to Taiwan. But I doubt this is true. After all, no sooner will Xi return home than Trump may do an about-turn.
It was reported that Beijing had told
Washington that Xi could cancel the September meeting if the U.S. approved new
arms sales to Taiwan before the summit. I think it is more likely to be
diplomatic leverage than an ultimatum requiring Trump permanently to stop
supplying Taiwan.
Xi cannot arrive in Washington
immediately after Trump has approved a large new arms package for Taiwan.
Domestically and internationally, it would make Xi look as though China's most
important “red line” could simply be ignored. So Beijing wants the sale
postponed at least until after Xi's visit. A reported US$14 billion package is
presently under review.
Xi knows Trump could reverse himself
the moment the visit is over. Indeed, there is precedent for exactly this sort
of sequencing. After Trump's May meeting with Xi in Beijing, Trump said he had
not yet decided whether the Taiwan arms sale would proceed, even though his
administration had already authorised it. In other words, the issue can
conveniently be put into the refrigerator during a summit and taken out again
afterwards.
Trump looks very precarious. But there are two different questions: 1. Whether Republicans lose Congress, and 2. Whether Trump himself loses his grip on the Republican Party. On the first, he is in genuine danger; on the second, much less so.
As of 15 September 2026, the clearest
warning sign is Trump's own standing. The latest Reuters/Ipsos poll puts his
approval at only 35%, after touching a career low of 33% in late August. More
importantly for the midterms, Democrats lead Republicans 44% to 37% on the
generic congressional ballot. Democrats have even edged ahead, 38%-37%, when
voters are asked which party they trust more on the economy — traditionally an
important Republican advantage.
The House looks particularly dangerous
for Trump
Republicans currently have an
extraordinarily narrow 219-214 House majority, including an independent who
caucuses with them. Cook Political Report's September 11 ratings classify 21
House seats as Toss Ups — and 16 of those are presently Republican-held,
compared with only five Democratic-held seats. That is an uncomfortable
defensive position.
Indeed, Cook wrote
earlier this month that the most plausible scenario had become a “really bad”
election for Republicans, potentially costing them roughly 26–35 House seats,
although that is an analytical projection rather than a forecast of an exact
result.
So, if the election were held under
today's conditions, a Democratic takeover of the House would appear almost
certain.
The Senate is no longer safe either
The Senate originally looked
considerably safer for Republicans. They currently hold 53 seats, against 45
Democrats and two independents who caucus with the Democrats. Democrats
therefore need a net gain of four seats to take outright control.
But even that firewall has weakened.
It was reported that what Republicans had regarded as a fairly comfortable
Senate defence has turned into a genuinely open contest, with Democratic
opportunities appearing even in states such as Texas and Iowa. Cook currently
identifies nine principal Senate battlegrounds, six of them Republican-held and
three Democratic-held.
Yes, the Senate might be harder for
Democrats to capture than the House, because they must win several difficult
states simultaneously. But it is certainly no longer implausible that Trump
could lose both chambers.
It is the economy — compounded by the Iran War.
Trump's weakness is not simply
personal dislike. The prolonged Iran war has disrupted oil supplies and pushed
American fuel prices sharply higher, while inflation and borrowing costs remain
politically painful. His approval deterioration has accelerated since the Iran
war began.
That is particularly dangerous in a
midterm because voters can use congressional elections as a referendum on a
president without having to decide whether they prefer an alternative
presidential candidate. Trump himself has effectively encouraged this by
telling Republicans to behave as though he is on the ballot.
His recent promise of a $5,000 “Trump
dividend” if Republicans retain Congress looks like a sick politician’s last
rabbit out of the hat. In the latest Reuters/Ipsos poll, 63% of Americans
opposed it, including four in ten Republicans.
What would defeat actually mean for
Trump?
If Republicans lose only the House,
Trump remains president and still controls the executive branch, but much of
his legislative programme becomes extremely difficult. A Democratic House would
also acquire subpoena and investigative powers and could potentially initiate
impeachment proceedings.
If Republicans lose the Senate as
well, the consequences become substantially greater: Democrats could obstruct
many judicial and executive appointments, control committees and
investigations, and essentially put Trump on the defensive for the remaining two
years of his presidency.
If he loses both chambers badly, I
think the political interpretation would be severe. Because Trump has
deliberately made these midterms about himself, Republicans could hardly blame
an anonymous congressional campaign. It would amount to voters delivering a
national rebuke to the second Trump presidency.
There is an important qualification,
however: electoral weakness is not the same thing as weakness inside the
Republican Party. Trump continues to dominate the GOP. Even after a bad
midterm, I would not expect Republican politicians suddenly to abandon him en
masse. Many owe their nominations, political identities and voter bases to the
MAGA movement.
So, my assessment today would be:
Trump is politically vulnerable, the House is in serious danger, and even the
Senate is now at risk. He is not yet facing political collapse, but a
two-chamber defeat on November 3 would leave him a dramatically weakened president
for his final two years.
Maybe he can start a world war. He
might then even try to suspend the U.S. Constitution and remain President for
as long as the war lasts.
End
If Xi visits Washington DC, it's just to return goodwill for Trump's visit to Beijing. In response, Trump will want to extend the Busan summit truce of strategic stability so as not to upset his economy which is already stressed by inflation, his financial markets whose tech stocks have retreated under pitchfork resistance against data centers, his popularity which is already tanking, and further decomposition of his US which has marginalized itself after decades of strutting the globe.
ReplyDeleteAlready he has destroyed relations with neighbor Canada to the extent of renaming its lake and that's after renaming the gulf of neighbor Mexico. Somehow, and after Venezuela and Hormuz not to forget Greenland, some lebensraum complex appears to be in play that is however juxtaposed against his anti-immigration policies extended to foreign students and journalists.
Meanwhile, Xi's recent rounds of diplomatic visits and the optics on BRICS and WAICO have already reinforced China's preeminence as humanity's voice of conscience on the world stage. The technique is unique - quiet achievements. History will later label this Ah Q's 37th Strategem to add to Sun Tzu's Thirty-Six. Like TCM, it's holistic to strengthen against root weakness unlike western medicine which shoots drug bullets but invites recurrence or more maladies.
Beijing is certainly under no illusion any display of camaraderie Washington DC may display at the forthcoming summit is going to be just US sleight-of-hands to slip in fudgeable deals. After all, Trump's Pentagon and Colby won't think it beneath them to send over to Taipei those old F-16s in the hanger the minute Beijing flies back, calculating if Beijing then cancels any deal, the blame can thus be assigned onto China. And given how capricious Trump has been, his anti-China agency hawks will use his trademark behavior as an excuse to slip in more sanctions and tariffs if only to curb and deter China's progress for one and all even when theirs is toe-my-line-for-my-benefit-else-face-my-wrath.
Just hours ago in Foreign Affairs, Orville Schell of the CIA's Asia Society wrote on the delusions of summitry and the limits of personalist diplomacy in order to expound his belief both Trump and Xi can't stop the US-China spiral. He compares with Nixon-Zhou and Carter-Deng but omits to say in both cases, the US sides had formalized and kept their word for real entente whereas no amount of his ad hominem diminution of today's US-China relations will hide which side remains the jester perp and who the stalwart defender. Just interrogate Moolenaar and gang on how they have overturned all the goodwill towards China seeded in the legacy of Nixon, Carter and Bush Sr but not Obama, Biden and Trump I&II. If anything, China was already stung by how the US could fine China's ZTE USD2.2 Billion and changed its board for just ignoring US sanctions on Iran and North Korea, neither being China's problems. Today, the same US needs China's help to dig it out of its Iran quagmire and return bromance with Kim. China should charge the US interest++ to be split three-way with Tehran and Pyongyang.
2/2
ReplyDeleteAs for the US midterm election, the Democrats may be expected to gain some seats less by the Trump-offered USD5k/adult called 'dividend' but strangely enough to be given only if the Republicans win. Meanwhile, Vance has rah-rahed for his 2028 candidacy but he is much disliked by the Europeans; Rubio like Machiavelli is consumed by running Venezuela by remote control; Hegseth is hiding after the Hormuz fiasco; and Bessent aka 'the House' is beaten by Japan's carry-trade. Whatever the result, Trump will complete his term and exit; talk of a third term, like so many other talks, has vaporized into the aether like mosquito incense in the night. If Kamala Harris the giggling ex-prosecutor stands, the Democrats will be wiped out again. If she demurs and California's Newsom wins against Vance, entente with China may happen but before that long-and-winding road is walked, expect more bipartisan threats and accusations against Beijing.
Already bad enough are US export controls and threats of secondary sanctions to stop advanced tech reaching China. Zeiss said China is 15 years behind developing EUV. What if her smarts develop something else which doesn't require Zeiss' mirrors, Cymer's lasers, Japan's photomasks, and ASML's parts integration? Something totally outside the west's process of making sub-5nm chips. Since the ZTE experience, she's invested into making her own chip-making equipment and unique chip substrates. If a new process is achieved even when legacy-sized chips are sufficient for most applications, the implication is significant - tech autonomy, IP-independence, new technical standards and global market, in much the same way she has achieved higher performance IT cables than those sold by the west. Should that happen, the chip-dependent economies of the west besides Japan and SKorea will cave. That's why it makes wiser sense for them to collaborate with her now for joint benefit without their binary excuse of 'national security threat' or zero-sum calculations when technology like knowledge is progressed the more it is shared.
Today, the US' hyperscalers like Anthropic accuses her AI companies of distillation yet hypocritically ignores that their ripping off textbooks and journals for training data is the acme of distillation. Moreover, it is noted Anthropic could track the location and use by the Houthi's of its Claude agent which means it can track all its customers' prompts and infiltrate their databases thus quietly building saleable insights like how Google's adsense-base and Meta's customer data can be sold. China has already suffered incidents of data reflux back to Anthropic for using its Claude. That said, Anthropic's call to slow down AI is seen to be a gimmick to reduce its product liability. Nvidia's Huang asked if safety is an issue, why not inhouse solve it before releasing to customers. China sees it as trying to slow-down her AI companies, especially when the US is at the same time denying China highend AI compute stacks, TSMC fabrication services and ASML, AMD, Tokyo Electron and Canon chip equipment. In any case, expect at best consensus to consult on AI governance and safety but without the hamstrings of extraterritorial interference.