“I do believe we’re in a strategic competition. I believe it’s fine to describe it that way analytically. But if it’s a competition that is purely strategic, what’s the goal? What’s the endpoint?” U.S. strategic competition with China is a cornerstone of our Indo-Pacific policy. However, this suggests that the U.S.-China relationship is always a zero-sum game when the reality is much more complicated.
Dr. Tom Christensen, Columbia University professor, former State Department official, and new CSIS Pritzker Chair, joins the podcast to discuss U.S. strategic competition with China and how we should reframe our thinking about it.
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26:41
Russia’s Battlefield Woes
“The stark reality is that the Russians really aren’t doing well on the battlefield, and their economy is also in pretty tough shape.” CSIS experts examined several indicators of Russia’s battlefield performance and found that it has been performing poorly since January 2024. Russia’s rate of advance on some fronts has been as slow as just 50 meters per day—the slowest rate since World War II. It has also only seized around 5,000 square kilometers, less than 1 percent of Ukrainian territory, over the same time period. Russia is also losing equipment at a significantly higher rate than Ukraine, and is nearing the 1 million casualty mark by summer 2025, including 250,000 fatalities—more than five times the number of fatalities in all Russian and Soviet wars between World War II and January 2022.
Seth G. Jones, director of the CSIS Defense and Security Department and Harold Brown Chair, joins the podcast to discuss the state of the war in Ukraine and break down the data on Russia’s battlefield performance, which is included in an upcoming CSIS report.
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17:40
The Golden Dome and the New Missile Age
“Back in 2015, about $12.8 billion, or about 7.6 percent of DOD’s modernization, went to missile defense of some kind. Today it’s up to $25.5 billion, and 8.2 percent of DOD’s modernization budget.” As hypersonic missiles, cruise missiles, and unmanned aerial vehicles become increasingly more common on the battlefield, focusing on the full spectrum of missile threats is crucial, especially as the missile threat from China and Russia grows. Developing next-generation missile defense capabilities like space-based interceptors and smart procurement and manufacturing strategies will make or break our ability to successfully build the Golden Dome.
Tom Karako, director of the CSIS Missile Defense Project and senior fellow in the CSIS Defense and Security Department, joins the podcast to discuss the development of the Golden Dome and how missile defense has evolved over the last decade.
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20:36
Trump’s Middle East Minerals Deal
“The Gulf is an absolutely critical player in critical minerals, because they’re all working on their goal of diversifying away from a reliance on oil…Each of these countries has adopted critical minerals as a central priority for their own economic development agenda, and that mirrors President Trump’s prioritization of minerals.” Minerals collaboration is already growing between the United States and Middle Eastern nations, including co-owned mining companies and high-level cooperation agreements. As countries like Saudi Arabia make development investments in emerging markets, these partnerships could become more important than ever.
Gracelin Baskaran, director of the CSIS Critical Minerals Security Program, joins the podcast to discuss potential minerals deals with the United Arab Emirates, Saudi Arabia, and Qatar during President Trump’s trip to the Middle East.
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16:02
Emergency Podcast: U.S.-China Tariff Pause
“The economic costs were beginning to become much more obvious—not just in terms of the market volatility, but potential shortages, inflation, the rare earths restrictions that the Chinese imposed. Those were going to bite soon.” On May 12, the White House announced a 90-day pause in the trade war between the United States and China and a significant reduction in tariffs following talks in Geneva. However, the impacts of the tariffs are already being felt by American consumers.
Scott Kennedy, senior adviser and director of the CSIS Trustee Chair in Chinese Business and Economics, and Philip Luck, director of the CSIS Economics Program and Scholl Chair in International Business, join the podcast to discuss the suspension in trade measures and what might come next.
Colombia