Isaac B. Kardon
@IBKardon
Senior fellow for China studies @CarnegieEndow & adjunct professor @SAISHopkins. Book: http://yalebooks.yale.edu/9780300256475/…
China’s Law of the Sea: The New Rules of Maritime Order yalebooks.yale.edu/book/978030025…
First Houthi attack on shipping in 2025 was a big one
#Houthis resume attacks in the #RedSea with multiple attacks 🚨 A Liberian-flagged bulk carrier was attacked ~51nm SW of #Hodeidah, #Yemen, in a coordinated, multi-wave assault: 1. 8–9 skiffs opened fire with automatic weapons & RPGs 2. 4x explosive USVs launched (2…
US “encourages” PRC to talk to Iran about keeping Hormuz open. But Beijing will look first for a separate deal with Tehran to secure its OWN shipping—not freedom of navigation. Chinese drones and missile technologies also likely to be key elements in IRGC blockade package + mines

Washington acts unilaterally, then asks Beijing to act jointly or on its behalf. Good luck with that.
US “encourages” PRC to talk to Iran about keeping Hormuz open. But Beijing will look first for a separate deal with Tehran to secure its OWN shipping—not freedom of navigation. Chinese drones and missile technologies also likely to be key elements in IRGC blockade package + mines
"If you start with just 'China bad, everything flows from that,' you miss a lot of what's happening" in Asia. On this podcast, I explain why, in a world not populated by leprechauns and unicorns, the U.S. needs to have a more reality-based view of Asia. pacificpolarity.substack.com/p/evan-feigenb…
Increasingly clear there is a *big* gap between the US and Japan on the terms of “trade deal” announced this past week, much like there seems to be with Vietnam (if there is even a deal there at all.) Maybe unsurprising but a poor way to run trade policy….
Chinese Icebreaker ‘Xue Long 2’ Operating North of Alaska, Two More En Route to Arctic gcaptain.com/chinese-icebre…
How does capitalism function in China, a party-state that tries to maintain “rule by market” without ceding too much control to private capital? @IBKardon discusses with @MegRithmire on #TheWorldUnpacked: youtu.be/BMb3S8Jin_A?si…
How China’s Military Is Flexing Its Power in the Pacific—The U.S. sounds the alarm and calls on allies to do more as Beijing’s forces venture further from its shores @austinramzy wsj.com/world/asia/how…
An absolutely remarkable graph. Not just because of the China role - which we knew. It visually conveys how - if you take PRC, ROK, and Japan out - the rest of the world is almost absent.
Combined with what seems like active, real-time intelligence support for Pakistan using Chinese fighter aircraft & IADS against India (and its mostly Russian systems), the Tibet succession situation feels like a ticking time bomb in China-India relations. deccanchronicle.com/nation/china-h…
“All those who follow the Dalai Lama feel that the incarnation is to be decided by the established convention and as per the wish of the Dalai Lama himself,” said Rijiju, who represents Arunachal Pradesh, an Indian state that China claims as south Tibet. wsj.com/world/asia/chi…
Steel firm cancels steel mill, crediting . . . steel tariffs.
"Cleveland-Cliffs cancels $500M Middletown steel mill project" share.google/gpU1G8xrY6O9J8… "rising tariffs on steel imports forced [CC] to prioritize short-term profitability"
The Declaration of Independence was signed 249 years ago. The primary author was Thomas Jefferson. Our fledgling country was blessed with wise and well educated leaders! Happy Independence Day!
My favorite speech about America was Reagan's last speech as president. He talks about what makes America great - immigrants. I tear up watching it, especially the last bit. highly recommend spending 4 mins to watch 🇺🇸🇺🇸🇺🇸🇺🇸
“Beijing will assess that the US can be drawn further into another Mideast quagmire and do everything within its power to keep US forces tied up in West Asia instead of in the West Pacific, where China’s strategic attention is concentrated" sc.mp/zhjxg?utm_sour… via @scmpnews
A lot of our instincts about oil prices are based in the distant past. The US economy has more than tripled in size since the 1970s but oil consumption has basically been flat. And we're now a net exporter of oil.
IWI is the place for scholars with research on irregular warfare topics to reach a practitioner/policymaker audience! Love this piece by @SheenaGreitens & @IBKardon based on recent @IntSecHarvard publication. Share your work thru @irregwarfare buff.ly/EbDqSUL
Tanker war precedents very relevant to how things are likely to play out in #Hormuz. Also, the highlighted warning (about confusing tactical prowess for strategic success) is an important one for US to heed. Anti-air munitions too scarce to keep the tactical edge forever...

Great convo with @MegRithmire of @HarvardHBS on "Party-State Capitalism" -- she ably covers topics of major consequence to US-China economic relations, shedding light on how the party seeks to harness markets and private firms & what happened to @JackMa carnegieendowment.org/podcasts/the-w…