Glenn Diesen - Greater Eurasia Podcast Sean Foo: U.S. Sacrifices Allies in Economic War Against China
Oct 28, 2025
Sean Foo, a financial analyst and China expert, delves into the complex web of U.S.-China relations, focusing on supply-chain conflicts and economic warfare. He explains the impact of U.S. sanctions on Russia's oil and their ripple effects on allies like China and India. Foo discusses how China is forming alternative financial infrastructures to counter U.S. leverage, especially in semiconductors and rare earths. The conversation touches on Europe's hesitations regarding sanctions and the implications for global industrial dynamics, revealing the intricate balance of coercion and reputation in economic statecraft.
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US Refocuses On China By Sacrificing Other Fronts
- Trump is reshaping US priorities to focus economic warfare on China by extricating US involvement elsewhere.
- China responded with strategic countermeasures like cutting soybean, energy, and rare-earth exposures to pressure the US back.
Oil Sanctions Benefit US Producers
- Sanctioning major Russian oil exporters raises global oil prices and benefits US producers by opening markets for American energy.
- The measure plausibly aims to both punish Russia short-term and expand US energy exports longer-term.
Be Consistent Or Risk Global Bifurcation
- Avoid applying two different rulebooks for allies and others because it forces global bifurcation into rival blocs.
- Make sanctions globally consistent or risk accelerating BRICS cooperation and supply-chain separation.