US President Donald Trump and Chinese language President Xi Jinping shake palms upon assembly forward of their summit held on the Gimhae Air Base in Busan, South Korea, on Oct. 30, 2025. (AP/Yonhap)

By Jung E-gil, senior worldwide affairs author
The bilateral summits between South Korea, the US and China throughout final month’s APEC summit in Gyeongju showcased a tectonic shift in East Asia’s geopolitical atmosphere. The US is waning, China is prospering and South Korea is on the rise. By rise, I don’t essentially imply that Korea has gotten any stronger; quite, that it has by no means been extra essential.
US President Donald Trump boasted that his summit with China’s Xi Jinping in Busan on Oct. 30 was a “12 out of 10.” To be clear, it might be right to state that the winner of these factors was not the US, however China.
China received Trump to roll again the tariffs and export restrictions he had indiscriminately imposed since retaking workplace. After China retaliated by imposing restrictions on uncommon earth exports and suspending US soybean imports, Washington deserted its plan to broaden the listing of Chinese language corporations topic to superior expertise export controls.
This marked the primary time the US has ditched export curbs imposed on nationwide safety grounds throughout commerce negotiations. A determined Trump even tried to permit China to import Nvidia’s cutting-edge Blackwell semiconductor chips, however that plan was finally scrapped on account of opposition from his aides.
Throughout the South Korea-US summit, which happened a day earlier, the 2 events reached an settlement to permit South Korea to construct nuclear-powered submarines and have the US present nuclear gasoline for them. Beforehand, in 2021, the US granted the privilege of help for constructing nuclear submarines completely to Australia as a part of the AUKUS alliance with the UK.
South Korea introduced this provocative choice forward of its bilateral summit with China, with South Korean President Lee Jae Myung explaining, “Diesel submarines have restricted submergence capacities, which hinder our monitoring of North Korea or Chinese language submarines.”
Throughout the South Korea-China summit on Nov. 1, Lee defined that this push for nuclear-powered submarines was a matter of self-reliant protection and was not being pursued to focus on any explicit nation. Xi reiterated China’s place on the matter, stressing adherence to non-proliferation obligations. Prior to now, this argument wouldn’t even have been thought-about by the US and would’ve aggravated China to no finish.
The present state of affairs is greatest defined by the flipside of Trump’s “America First” coverage: offshore balancing. “America First” places the burden of protection prices on its allies and forces allies to speculate by elevating tariffs. As such, it can not assist however entail an offshore balancing technique during which the US refrains from direct intervention in regional points whereas enhancing the roles of allies to create a stability of energy in these areas.
A first-rate instance of such a technique is the UK’s follow of “splendid isolation” from the European continent within the 18th-Nineteenth century. Whereas it ensured that no single energy dominated the continent by sustaining a stability of energy, the UK intervened at decisive moments that threatened that very stability.
John Mearsheimer and different realist theoreticians level out that the instability of the liberal worldwide order, one during which the US intervenes in issues throughout all of the areas on the earth, can even result in a decline within the US’ nationwide energy. They argue that the US must as an alternative concentrate on offshore balancing, with Mearsheimer stressing that the US must pivot to strengthening its energy throughout the American continent by prioritizing the Western hemisphere.
Trump’s vulgar pursuit of US isolationism is headed down that highway. Following his inauguration, Trump has declared that the US will acquire management over Greenland, Canada and the Panama Canal. Extra just lately, he has deployed the US Navy to the Caribbean, threatening to assault Venezuela. The 2025 Nationwide Protection Technique, which the Trump administration will quickly launch, is slated to prioritize protection of the US homeland and neighboring territories as an alternative of specializing in its battle with China.
Nvidia CEO Jensen Huang has commented that within the subsequent 10 years, China will emerge triumphant within the world AI race, basing that opinion on the truth that whereas China has 1 million laborers in that business, the US has a mere 20,000. Huang has additionally said that Huawei’s AI chips ship 90% of the effectivity of an Nvidia chip and forecast that China’s AI computing powers would surpass the capabilities of each different nation by 2027.
Huang has additional argued that US controls on chips to China have given Chinese language corporations “the spirit, the power and the federal government help to speed up their improvement,” and that the US ought to perceive it’s “handing them the trophy” by holding controls in place.
By way of shipbuilding capabilities, which is an indicator of maritime supremacy — a should for any nation that needs to be a hegemonic energy — China’s capabilities are 233 instances these of the US.
Trump is dropping floor to China within the financial battle he began throughout his first stint in workplace, and America is clearly in retreat since his return. It’s exactly at this second that we’ve seen the emergence of the “Make American Shipbuilding Nice Once more” mission that entrusts US shipbuilding to Korea and the calls for from Washington for Seoul to speculate US$350 billion, which then gave strategy to South Korea’s pursuit of nuclear-powered submarines. Briefly, South Korea is being exploited by the US, and nuclear-powered submarines will do much less for nationwide safety and extra to set off one other arms race.
Nevertheless, the US has no selection however to permit South Korea to pursue nuclear-powered submarines, and China is now reconsidering the function of South Korea in East Asia because the US begins to again away from the area. South Korea can not be glad with merely being a subordinate of the US. The larger our obligations develop, the extra crucial it’s that South Korea chorus from meddling in conflicts in East Asia and as an alternative concentrate on making certain that the assorted powers stay in stability. That is without delay a disaster and a possibility for South Korea.
Please direct questions or feedback to [english@hani.co.kr]
![[Column] Trump’s offshore balancing might be a possibility for South Korea [Column] Trump’s offshore balancing might be a possibility for South Korea](https://flexible.img.hani.co.kr/flexible/normal/839/559/imgdb/original/2025/1113/2117630228083963.webp)