Today, @CFR_org launches the China Strategy Initiative. Led by @RushDoshi, the initiative will answer the key questions in U.S. China strategy through analysis, policy recommendations, and expert discussions. Learn more: on.cfr.org/3VRdJwd

How did China weather the oil supply shock from the war in Iran? CFR's @ZongyuanZoeLiu examines how oil stockpiles, government pricing policies, and electrification helped Beijing absorb the shock. bit.ly/4hY4Qfr

As Washington seeks to stabilize relations with Beijing, Europe is taking a harder line against Chinese economic coercion. CFR President @MikeFroman examines this shift and what it means for transatlantic cooperation. bit.ly/4BhiS3f

The United States appears to be shifting course on Myanmar. CFR Expert @JoshKurlantzick argues that working with the regime grants it legitimacy and is unlikely to bring substantive gains in the dash for rare earths access. bit.ly/4zIT6U0

.@danwwang, author of Breakneck: China’s Quest to Engineer the Future, and research fellow at @HooverInst discussed long-term competition between the U.S. and China with @RushDoshi during the C.V. Starr & Co. Lecture on China. Watch the conversation: bit.ly/4ySkYF7

Today at 11am ET, @DanWWang, author of Breakneck: China’s Quest to Engineer the Future and research fellow at the Hoover Institution, discusses long-term competition between the United States and China with @CFR_China Director @RushDoshi. Watch live: piped.video/live/KhYSNgmlntA

On October 8 at 11am ET, @danwwang, author of Breakneck: China’s Quest to Engineer the Future, and research fellow at @HooverInst, will discuss long-term competition between the U.S. and China with @RushDoshi during the C.V. Starr & Co. Lecture on China. cfr.org/event/c-v-starr-co-a…

"The United States’ and Europe’s dependency on Chinese pharmaceutical ingredients was built over decades—and it will not be undone quickly," argues expert @ruehlig in a new CFR report. Read his recommendations for how they can cooperate: cfr.org/reports/the-china-dr…

ICYMI: Matthew Ferren, @adschina, and @RushDoshi outline the Chinese cyber threats to U.S. infrastructure and the steps Washington should take to counter the threat. Read the report: bit.ly/4iTqSAU

ICYMI: @ishaantharoor unpacks the Trump-Xi Summit with @RushDoshi, @DavidMSacks1, @ZongyuanZoeLiu, @rightsduff, and @ChrisRMcGuire. Watch here: bit.ly/4d5HRfF

“Although 'reciprocity' is the Trump administration’s watchword for the summit and for China policy, the asymmetry in pageantry reveals something about an overall asymmetry in the relationship," CSI Director @RushDoshi writes. Read the full article: bit.ly/4yPBNjD

As Trump and Xi prepare to meet, one thing is clear: "the United States and Europe can expand alignment based on their ongoing de facto collaboration." @JorisTeer of @EU_ISS lays out a Transatlantic plan to tackle dependence on China's critical minerals. cfr.org/reports/dismantling-…

NEW Report: Matthew Ferren, @adschina, and @RushDoshi outline the Chinese cyber threats to U.S. infrastructure and the steps Washington should take to counter the threat. Read the analysis: cfr.org/reports/the-cyber-ga…

Has China's trade surplus really peaked? CFR expert @Brad_Setser argues that Beijing's underlying trade surplus is still rising, absent gold imports. Read more here: bit.ly/4xJhLHt

After two decades of U.S. leadership in global public opinion, CFR expert @YanzhongHuang explores the collapse of U.S. global ratings: cfr.org/articles/china-now-o…

China's reported trade surplus may be smaller than it really is. CFR expert @Brad_Setser explores discrepancies in China's balance-of-payments data here: bit.ly/4qCDuyj

The U.S. weapons arsenal has been depleted and no longer has the capacity to deter a Chinese attack against Taiwan, a new CFR report says. The U.S.-Israeli war with Iran has severely diminished stocks of critical munitions—including air defense interceptors and precision-guided munitions—and efforts by the government and industry to replenish them will take years to bear fruit. To address this vulnerability, the United States must rapidly implement policy reforms to enable the production and fielding of precise mass systems—an emerging class of military capabilities that includes drones, sensors, and enabling technologies—which represent the only viable means of maintaining peace through strength in the Indo-Pacific, the report contends. "Washington needs to immediately put production of precise mass on a wartime footing. Waiting until conflict begins will be too late." Read the full report by CFR experts @RushDoshi, Erin D. Dumbacher, William Henegan, @mchorowitz, and Sam Henry Lazarus: bit.ly/4ijRD0V

NEW in @ForeignAffairs: For this issue's cover, Kurt Campbell and I challenge the new fatalism about American alliances. We argue: 1️⃣ The alliances have weathered forgotten shocks at least this serious before, and today's are about Trump, not a permanent new politics. 2️⃣ The threats that built the alliances are intensifying and converging as China and Russia draw together. 3️⃣ Deep economic, technological, and military currents are pulling allies toward Washington faster than they can de-risk away. The new fatalism risks becoming self-fulfilling. Convinced the alliances cannot be saved, policymakers may stop trying to save them. But the question is not whether the alliances will endure but whether they can evolve into something new — platforms for building allied scale in a world where China, backed by Russia, outscales us all. We think they can. The United States will need to launch a presidential effort to rebuild and refashion the alliance system. It will need to credibly declare that the current damage is the product of personality not enduring policy, repudiate threats against Greenland, and start small with allies. That means modest, defined projects with ad hoc coalitions on the issues of greatest consensus (medicine, minerals, munitions). Quick wins build momentum for more ambitious efforts. And Biden projects like AUKUS and even Trump's effort on critical minerals provide a model. None of this is guaranteed, but neither is it implausible. The United States and its allies have agency. As attention turns to the world after Trump, the debate over the future needs more pragmatism and less despair. Thread below.

Beijing's campaign against critics is becoming increasingly global. CFR Expert @JoshKurlantzick explores the threat of rising transnational repression. bit.ly/4igkaEE

The greatest threat to Taiwan might not be an invasion. @DavidMSacks1 and @RichardHaass explain in @ForeignAffairs how China is eroding U.S. support for Taiwan without war. foreignaffairs.com/taiwan/ch…

Higher oil prices could have meant big wins for China. CFR expert @ProfDavidHart explains why Beijing is prioritizing its broader export economy over a rapid clean energy transition: bit.ly/4zaqVhq