Unknown's avatar

About Chellaney

Professor, strategic thinker, author and commentator

Appeasing China Won’t Help India Counter Trump

Featured

Appeasement has never tamed revisionist powers, and it has often emboldened them. Indian Prime Minister Narendra Modi learned this the hard way during his first years in power, when China took advantage of his goodwill to alter the Himalayan status quo in its favor, but now he is at risk of falling into the same trap.

Brahma ChellaneyProject Syndicate

In 2020, China’s stealth encroachments into India’s Himalayan borderlands triggered deadly clashes and a prolonged military standoff that nearly erupted into war. Five years on, the border crisis remains largely unresolved, yet Indian Prime Minister Narendra Modi is headed to China in an apparent effort to ease friction – just when India is facing punishing tariffs imposed by Donald Trump. But recent history offers a stark warning: trusting China is a dangerous path.

One can certainly understand Modi’s motivations for seeking a diplomatic thaw with China. The US-India relationship, once touted as a bedrock of America’s strategy for ensuring a “free and open Indo-Pacific,” has plunged to its lowest point this century. The decline began during the final years of Joe Biden’s presidency, but accelerated rapidly under Trump, who has now raised tariffs on US imports from India to 50%.

Trump’s actions are as ironic as they are absurd. The US long courted India as a vital counterweight to China across the vast Indo-Pacific region, yet it is India that is now being subjected to sky-high tariffs, while China is enjoying a reprieve. Moreover, Trump claims he is punishing India for buying Russian oil, but India purchases less energy from Russia than China or Europe. Trump’s real objective, it seems, is to strong-arm India into a lopsided trade deal.

Meanwhile, Trump is attempting to woo Russian President Vladimir Putin – to whom he has shown far more respect than Ukrainian President Volodymyr Zelensky – so that Putin not only ends the Ukraine war, but also takes a step back from China. But while Trump recognizes that punishing and isolating Russia drove the country closer to China, creating considerable risks for the US, he is repeating this mistake with India.

Modi, however, should beware of letting Trump push him into China’s arms. In journeying to China at this moment, given the pressure he is under, India’s prime minister will come across less like a confident leader shaping events than a wounded statesman courting his country’s chief security threat. Past experience indicates that China is far more likely to exploit any hint of Indian weaknesses than act as a reliable partner.

Ever since China annexed Tibet in 1951, turning what had previously served as a buffer with India into a Chinese military stronghold, Sino-Indian relations have been marked by rivalry and mistrust. When Modi became prime minister in 2014, he made it his mission to change that. His initial hope of improving the relationship may not have been misguided; but his refusal to change course, even when China relentlessly exploited his goodwill to make quiet territorial advances on the ground, certainly was.

China took few pains to hide its intentions: its troops encroached on an Indian borderland as Modi welcomed Chinese President Xi Jinping to India for the first time. While that initial 2014 summit was portrayed as a success, Chinese forces remained on Indian territory until India dismantled its defensive fortifications there.

The following year, Modi delisted China as a “country of concern,” in order to attract Chinese investment. What India got instead was a flood of cheap Chinese imports. China’s trade surplus with India has grown so large that it now exceeds India’s entire defense budget – the world’s fifth largest. In effect, India is helping to finance China’s military buildup and thus its territorial revisionism.

In 2015-2019 – as China steadily tightened its strategic axis with Pakistan, erected militarized “border villages” along India’s frontier, and expanded its high-altitude military infrastructure – Modi met with Xi 18 times. So committed was Modi to rapprochement that he continued to engage in “appeasement diplomacy,” even after China’s 2017 seizure of the strategic Himalayan plateau of Doklam. It was only after Chinese soldiers quietly surged across multiple frontier points in April 2020 – inexplicably catching India off guard – that Modi suspended his overtures to China.

Five years later, Modi is at risk of falling into the same trap. Modi is traveling to China mainly to attend the Shanghai Cooperation Organization (SCO) summit in Tianjin. But the SCO is largely a Chinese initiative, and India – the only established democracy among its ranks – has not treated it as a priority. Last year, Modi skipped its summit in Astana, Kazakhstan’s capital; and in 2023, when India held the rotating chair, he downgraded the summit to a virtual format. Modi’s decision to show up this year was probably more about signaling conciliation toward China than about the SCO.

China has given India no reason to think this time will be different. On the contrary, when India conducted targeted strikes on Pakistani terrorist camps in May – a response to a brutal attack on tourists in the Indian-administered part of Kashmir – China lent Pakistan critical support, including real-time radar and satellite data. Furthermore, China recently confirmed plans to build the world’s largest dam adjacent to India’s border – an undertaking that will have grave ecological and national-security implications for India.

Appeasement has never tamed revisionist powers; more often, it has emboldened them. By allowing China to profit from Indian markets even as it chips away at India’s sovereignty and security, Modi has conveyed that India, despite its tremendous economic and strategic clout, is willing to be treated as a doormat. Only with a hardnosed strategy that meets Chinese coercion with Indian resolve can Modi safeguard India’s interests and territorial integrity.

Brahma Chellaney, Professor of Strategic Studies at the New Delhi-based Center for Policy Research and Fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including Water: Asia’s New Battleground (Georgetown University Press, 2011), for which he won the 2012 Asia Society Bernard Schwartz Book Award.

© Project Syndicate, 2025.

Trump’s hidden goal in Alaska was to break the China-Russia axis

Featured

By Brahma Chellaney, The Hill

The Alaska summit between President Trump and his Russian counterpart, Vladimir Putin, was more than a high-stakes encounter over the Ukraine war. It signaled America’s recognition that its own missteps have helped drive Russia closer to China, fueling a de facto alliance that poses the gravest threat to U.S. global preeminence since the Cold War.

Washington’s miscalculations helped build the China-Russia partnership it now fears most.

In a world where the U.S., China and Russia are the three leading powers, the Alaska summit underscored Trump’s bid to redraw the great-power triangle before it hardens against America.

The president’s Alaska reset seeks to undo a policy that turned two natural rivals into close strategic collaborators, by prioritizing improved U.S.-Russia ties.

Trump’s signaling was unmistakable. In a Fox News interview immediately after the summit, he blasted his predecessor. “He [Biden] did something that was unthinkable,” Trump said. “He drove China and Russia together. That’s not good. If you are just a minor student of history, it’s the one thing you didn’t want to do.”

The remark captured the essence of America’s dilemma. Two powers that are historic rivals — one vast in land and resources, the other populous and expansionist — have been pushed into each other’s arms by Washington’s own punitive strategies.

For decades, the bedrock of U.S. grand strategy was to keep Moscow and Beijing apart. President Richard Nixon’s 1972 opening to Beijing was not about cozying up to Mao Zedong’s brutal regime, but about exploiting the Sino-Soviet split by coopting China in an informal alliance geared toward containing and rolling back Soviet influence and power.

That strategy helped the West win the Cold War, not militarily but geopolitically.

Since 2022, however, Washington has inverted that logic. In response to Putin’s invasion of Ukraine, the U.S. unleashed unprecedented sanctions designed to cripple Russia economically. Instead, the sanctions drove the Kremlin toward Beijing while tightening Putin’s grip on power. What had been an uneasy partnership has become strategic collaboration against a common adversary — the U.S.

Rather than playing one against the other, America finds itself confronting a two-against-one dynamic, with China as the primary gainer. Western sanctions have effectively handed resource-rich Russia to resource-hungry China. Beijing has also chipped away at Russian influence in Central Asia, bringing former Soviet republics into its orbit.

Meanwhile, despite the grinding war in Ukraine, Russia remains a formidable power. Its global reach, military capacity and resilience under sanctions have belied Western hopes that it could be isolated into irrelevance.

On the battlefield, Russia holds the strategic initiative, strengthening Putin’s bargaining hand and reducing his incentive to accept any ceasefire not largely on his own terms. The uncomfortable truth for Washington is that it risks losing a proxy war into which it has poured vast resources.

The legacy-conscious Trump recognizes this. His push for a negotiated end to the war is not a retreat but an attempt to cut losses and refocus U.S. strategy on the larger contest with China that will shape the emerging new global order.

Among the great powers, only China has both the ambition and material base to supplant the U.S. Its economy, military spending and technological capabilities dwarf that of Russia. Yet Beijing remains the main beneficiary of America’s hard line against Moscow.

In fact, sanctions and Western weaponization of international finance have turned China into Russia’s financial lifeline. Russia’s export earnings are now largely parked in Chinese banks, in effect giving Beijing a share of the returns. China has also locked in discounted, long-term energy supplies from Russia. These secure overland flows, which cannot be interdicted by hostile forces, bolster China’s energy security in ways maritime trade never could — a crucial hedge as it eyes Taiwan. Far from weakening Beijing, U.S. policy has made it stronger.

A formal China-Russia alliance would unite Eurasia’s vast resources and power — America’s ultimate nightmare, as it would accelerate its relative decline. The Ukraine war has drained U.S. focus even as China expands influence in the Indo-Pacific, the true theater of 21st-century geopolitics.

This is why the Alaska summit mattered. Trump and Putin seemed to recognize that improved ties could reshape the global balance of power. For Trump, the goal is clear: Reverse America’s blunder, separate Moscow from Beijing and refocus power on the systemic challenge posed by China.

Critics call this appeasement, but it echoes Nixon’s outreach to Mao: exploiting geopolitical rivalries to keep the U.S. globally preeminent.

Washington needs similar clarity today, not doubling down on a failing proxy war, but easing tensions with Russia while strengthening deterrence in the Indo-Pacific, where the stakes are truly global.

Trump’s tariff-first approach, evident in his punitive approach toward India, has already hurt important partnerships. Yet his instinct on the U.S.-China-Russia triangle could be transformative. If he can begin to pry Moscow away from Beijing — or even sow just enough mistrust to prevent a durable Sino-Russian alliance — he will have altered the trajectory of world politics.

America need not befriend Russia — it need only prevent Russia from becoming China’s junior partner in an anti-U.S. coalition. That requires ending the Ukraine war and creating space for a geopolitical reset.

The Alaska summit was only a first step. But it acknowledged what U.S. policymakers resist admitting: continuing the current course will further strengthen China and entrench America’s disadvantages. A shift in strategy is not weakness. It is the essence of grand strategy — recognizing when old approaches have outlived their usefulness.

If Trump can reengineer the strategic geometry of the great-power triangle, he will have preserved America’s place at the apex of the global order.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

Trump’s economic war on India is a gift to China

Featured

US President Donald Trump shakes hands with Indian Prime Minister Narendra Modi during a bilateral meeting on the sideline of the 2017 Association of Southeast Asian Nations (ASEAN) Summit in Manila.

Brahma Chellaney, The Hill

President Trump’s decision to slap secondary sanctions on India over its imports of Russian oil, while also unleashing a tariff barrage on Indian exports, is more than a trade dispute. It is a self-inflicted wound to America’s most vital strategic partnership in Asia at a time when China is flexing its military muscle throughout the region.

Washington has long courted India as a bulwark against an expansionist China and as a critical pillar of its “free and open Indo-Pacific” strategy. Yet Trump’s punitive steps against India are eroding the very trust on which strategic alignment rests — to Beijing’s delight.

The mutual trust painstakingly built over years underpins bilateral cooperation. Once lost, it will be hard to rebuild. Even if the administration eventually reaches a trade deal with India, it may not be able to repair the damage.

Targeting India over Russian oil purchases smacks of selective enforcement. The European Union’s large imports of Russian energy products, especially liquefied natural gas, have been left untouched. Such European imports not only contribute more to Russia’s coffers than India’s purchases, but Europe spends more on Russian energy than on assisting Ukraine.

Trump has also spared the world’s largest buyer of Russian oil and gas: China. But India, the very country Washington has spent years courting as an Asian counterweight, has become the first victim of his secondary sanctions. This suggests Trump’s tactics are less about punishing Moscow than about pressuring New Delhi.

Russian oil is a pretext to strong-arm India into accepting a Trump-dictated trade agreement, much as he foisted a largely one-sided deal on the European Union. That his tariffs on India have little to do with Russian oil is evident from one telling fact: Indian exports to the U.S. of refined fuels such as gasoline, diesel and jet fuel — increasingly made from Russian crude — remain exempt from his tariffs.

Such is the Trumpian logic. He has hit Indian non-energy exports with steep tariffs, but spared booming exports of refined fuels made largely from Russian crude. Trump seems to have no problem with Russian oil — as long as it is refined in India and then pumped into American planes, trucks and cars.

Furthermore, given continued U.S. imports of Russian enriched uranium, fertilizers and chemicals, Trump does not seem troubled that his own administration is helping fund Russia’s war in Ukraine while still locked in a proxy war with Moscow.

In truth, Trump is using New Delhi’s Russian oil purchases as a crude bargaining tactic to secure a bilateral trade deal on his terms. India illustrates how the Trump administration has weaponized tariffs not merely to extract trade concessions but also to bind other countries more closely to American strategic and security interests. In seeking to bend India to its will, it has targeted that country’s traditionally independent approach to global affairs, including neutrality on conflicts.

Indian exports to the U.S. now face a steep 50 percent tariff, signaling the end of Trump’s bromance with Prime Minister Narendra Modi. His moves against strategic-partner India are harsher than against China. This marks a dramatic U-turn from his first term, when bilateral relations thrived to the extent that Trump declared at a huge February 2020 rally in Modi’s home state of Gujarat, “America loves India, America respects India, and America will always be faithful and loyal friends to the Indian people.”

In Trump’s second term, Modi was among the first world leaders to visit the White House, agreeing to fast-track trade negotiations. In July, the Indians believed they had reached an interim deal, awaiting only Trump’s approval. But in characteristic fashion, Trump abruptly rejected the accord and embarked on punishing India.

New Delhi has publicly criticized the Trump administration’s double standards. But it is more concerned about a deeper question: If Washington can so easily turn its coercive tools on a supposed ally, what is to stop it from doing so again?

U.S.-India relations have probably plunged to their lowest point in the 21st century, thanks to Trump’s economic war and his singling out of India for secondary sanctions.

The fallout will extend beyond lost trade. India could respond by doubling down on strategic autonomy — hedging between the U.S., Russia and others — and diversifying its economic and security partnerships. Trump’s gamble may wring out trade concessions in the short term, but it risks undermining the security architecture in the Indo-Pacific, where unity among key democracies is the only real check on China’s expansionism. America is effectively handing China an opening to court a disillusioned India.

New Delhi is already signaling that it has other geopolitical options. Russian President Vladimir Putin is expected to visit India in the coming weeks. In less than three weeks, Modi is scheduled to meet Chinese President Xi Jinping on the sidelines of the Shanghai Cooperation Organization summit, which Putin will also attend. Moscow is pushing for a revived Russia-India-China grouping.

A stable Indo-Pacific order demands more than joint military exercises and communiqués; it requires political will to accommodate each other’s core interests. Punishing India in ways that ignore its legitimate security and energy needs sends the opposite message.

Ironically, Trump’s sanctions-and-tariffs blitz may have done India a favor by exposing the strategic reality of America’s unreliability. By presenting the U.S. as a fickle, transactional power, Trump has signaled that Washington cannot be counted on to separate short-term commercial considerations from long-term strategic imperatives.

Trump’s economic coercion risks alienating a vast, still-growing market that U.S. firms see as central to their future growth. India remains the world’s fastest-growing major economy, and as many other economies stagnate and populations shrink, it stands out as a rising giant.

Sacrificing a linchpin of Indo-Pacific stability for a fleeting win in a tariff war is not tough bargaining. It is strategic recklessness — and a gift to China.

Brahma Chellaney is a geostrategist and the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

Bangladesh Is a South Asian Time Bomb

Featured

Many hoped that the overthrow of long-time leader Sheikh Hasina last year would open the way for Bangladesh to transition to democracy after an authoritarian lurch under the country’s “iron lady.” Instead, the country has faced proliferating human-rights abuses, intensifying repression, and widespread Islamist violence.

Brahma ChellaneyProject Syndicate

In the year since the violent, military-backed overthrow of Prime Minister Sheikh Hasina’s government, Bangladesh has descended into chaos. The economy is reeling, radical Islamist forces are gaining ground, young people are becoming increasingly radicalizedlawlessness is taking hold, and religious and ethnic minorities are under siege. The country’s future has never looked bleaker.

Many had hoped that Hasina’s ouster would open the way for Bangladesh to transition to democracy following an authoritarian lurch under the “iron lady.” After all, they reasoned, it was a student-led uprising that toppled her regime. But this narrative downplayed the decisive role of the powerful military, which had long chafed under Hasina’s attempts to curb its influence and ultimately forced her into exile in India. Similarly, Islamist forces – who provided much of the muscle behind the student protests – viewed her overthrow as an opportunity to end the marginalization they faced under her secular rule.

The illusory promise of Hasina’s overthrow was further enhanced by the installation of Muhammad Yunus – the 2006 Nobel Peace Prize laureate celebrated as a savior of the poor for pioneering microcredit through his Grameen Bank – as the nominal head of the interim government. But, again, the headline misrepresents reality.

In fact, the Nobel Committee’s choice was less about the Grameen Bank’s actual impact than it was about geopolitical signaling. In presenting the award, the Committee chair invoked Yunus as a symbolic bridge between Islam and the West, expressing hope that his selection would counter the “widespread tendency to demonize Islam” that had taken hold in the West after the US terrorist attacks of September 11, 2001. It is no coincidence that former US President Bill Clinton had lobbied for Yunus.

As the leader of Bangladesh’s interim government, Yunus has promised sweeping reforms and democratic elections. But elections have been repeatedly postponed. Meanwhile, despite lacking constitutional legitimacy, the interim government has launched sweeping purges of independent institutions, ousting the chief justice and the next five most-senior Supreme Court justices, and outlawing Hasina’s Awami League, the country’s oldest and largest political party, which led Bangladesh to independence.

The government has also presided over proliferating human-rights abuses and intensifying repression. Those identified as Hasina’s supporters – including lawyers, academics, journalists, artists, and opposition figures – are being jailed in droves, with thousands reportedly detained since February. International media watchdogs have sounded the alarm over escalating attacks on journalists, many of whom are charged with bogus crimes, from murder to abduction. Reports of extrajudicial killings and torture in custody have become commonplace.

But perhaps the most alarming development is the rehabilitation of Islamist extremists. The military-mullah regime that Yunus nominally leads has reversed bans on jihadist groups previously linked to terrorism, and has freed notorious Islamist leaders. Several extremists now occupy ministerial or other government posts, and mobs affiliated with them openly terrorize perceived opponents.

Buddhists, Christians, Hindus, tribal communities, and members of Islamic sects that Islamists consider heretical are being attacked with impunity. Women dressed “immodestly” face public shaming and assault. A culture of Taliban-style moral policing is rapidly taking root. The situation has gotten so bad that even the pro-regime Bangladesh Nationalist Party, long the Awami League’s arch-rival, has decried the erosion of basic freedoms, the “madness that erupted in the name of religion,” and the “terrifying violence” on the streets.

collapsing economy will only exacerbate these problems. GDP growth has tumbled, foreign debt has ballooned, and inflation has soared to a 12-year high. With investor confidence plummeting, the stock market has fallen to its lowest level in almost five years. Job losses and declining living standards create fertile ground for continued radicalization and social unrest.

Bangladesh once embodied the promise of secular democracy in a Muslim-majority country. Until the COVID-19 pandemic, it was making impressive progress on economic development and social stability. But now it risks slipping into the kind of military-sanctioned dysfunction that has long plagued Pakistan, the country it fought so hard to break away from.

The consequences will reverberate across the region. India, which borders Bangladesh on three sides and is home to millions of undocumented Bangladeshi migrants, will be hit particularly hard. Under Hasina, Bangladesh was one of India’s closest partners, especially on counterterrorism and regional connectivity. Her departure thus dealt a blow to India’s strategic interests. India’s government is now scrambling to manage the fallout, such as by stepping up border security to prevent infiltration by extremists.

Whereas India immediately recognized the risks posed by Hasina’s overthrow, the United States endorsed the regime change. But if Bangladesh continues on its current trajectory, it will significantly complicate US-led efforts to ensure a free, open, prosperous, and stable Indo-Pacific. Some have warned that Bangladesh could become another global flashpoint that draws in even faraway countries.

If the international community is serious about defending democratic values, religious freedom, and regional stability, it can no longer turn a blind eye to Bangladesh’s downward spiral.

Brahma Chellaney, Professor of Strategic Studies at the New Delhi-based Center for Policy Research and Fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including Water: Asia’s New Battleground (Georgetown University Press, 2011), for which he won the 2012 Asia Society Bernard Schwartz Book Award.

© Project Syndicate, 2025.

China’s super-dam is an ecological and geopolitical time bomb

Featured

By Brahma Chellaney, The Hill

China has built more dams than any other country and more large dams than the rest of the world combined. This month, it officially acknowledged construction of the biggest dam ever conceived in human history — although satellite imagery suggests the groundwork began much earlier, following the megaproject’s approval by China’s rubber-stamp parliament in 2021.

Located on the Brahmaputra River just before it curves into India, this super-dam is being developed with little transparency in a seismically active and ecologically fragile region near the heavily militarized Tibetan-Indian frontier. Once completed, the massive structure will dwarf the Three Gorges Dam on the Yangtze, and is expected to generate nearly three times as much hydropower by harnessing the Brahmaputra’s sharp descent from Himalayan peaks into the world’s deepest canyon.

Yet far beyond electricity production, the project portends a looming geopolitical and environmental crisis. It stands to disrupt the hydrological balance for millions of people downstream, destabilize a delicate Himalayan ecosystem and provide Beijing with a potent new lever over India, its strategic rival.

China appears to have learned nothing from its own cautionary tale: the Three Gorges Dam, currently the world’s largest. Once hailed as an engineering marvel, the dam has become an environmental nightmare — eroding riverbanks and deltas, degrading water quality, triggering frequent landslides and causing lasting ecological damage.

The new super-dam’s site is on a geologic fault line — a recipe for catastrophe. Scientists warn that large dam reservoirs can trigger seismic activity, a phenomenon known as reservoir-triggered seismicity. In this quake-prone region, the tectonic stresses induced by such a megastructure could lead to devastating earthquakes.

The Brahmaputra — the world’s highest-altitude major river — draws its perennial flow from Himalayan springs, glacial melt, upland wetlands and tributaries. The vast majority of these sources lie within Chinese-occupied Tibet, where the river is known as the Yarlung Zangbo. In contrast, India contributes modestly to the river’s year-round volume, though it plays a greater role in its monsoonal surge. After flowing through India’s Arunachal Pradesh and Assam states, the river enters Bangladesh before draining into the Bay of Bengal.

But a river’s flow is not just about water — it also carries nutrient-rich sediment, serving as the ecological lifeblood of entire regions.

By building a gigantic dam just before the river exits Chinese-controlled territory, Beijing gains the power to manipulate cross-border flows, including during the critical dry season. It can withhold or release water at will, trap sediment and potentially weaponize water in future disputes.

By capturing silt-laden waters before they reach India and Bangladesh, the dam will starve downstream floodplains of nourishing sediment that replenishes farmland and sustains fisheries. Bangladesh’s delta, already threatened by rising seas, will shrink further and become more prone to saltwater intrusion and catastrophic flooding.

Equally alarming is the likely disruption of the Brahmaputra’s natural flooding cycle. Seasonal floods during the summer monsoon serve vital ecological functions. Disrupting this rhythm could spell disaster for northeast India’s agrarian economy and for millions in Bangladesh who depend on the river’s pulse.

Moreover, by trapping sediment and altering flows, the $168 billion dam could erode riverbeds, degrade habitats and accelerate coastal loss. China would gain not only hydropower but also hydraulic power — the ability to influence political and ecological outcomes in neighboring nations.

China’s dam-building frenzy on rivers originating on the Tibetan Plateau has long alarmed downstream nations, from Vietnam and Thailand to Nepal. What makes this project uniquely concerning is its sheer scale, high-risk location and the strategic signal it sends.

For India, the dam represents more than just a hydrological threat. It is a potential geopolitical stranglehold. If tensions escalate again — as they did following China’s stealth incursions into Indian territory in 2020 — Beijing could exploit its upstream control to exert pressure. This is especially ominous given China’s claim to India’s sprawling Arunachal Pradesh state, which it labels “South Tibet.”

Hydropower generation is only one aspect of the dam’s utility. Its greater value lies in strategic dominance.

Despite the grave implications, international response has been muted. India has voiced concern, but its political response has been measured. The stark reality is that India possesses few diplomatic or legal tools to counter China’s upstream assertiveness. Nevertheless, India could take the lead in advocating international recognition of Tibet’s status as Asia’s “water tower” and push for binding norms on transboundary river development.

China’s unilateralism deepens distrust and reinforces strategic asymmetry in the region. Beijing is not party to any binding water-sharing treaty with its neighbors. Nor has it conducted credible environmental or seismic assessments for a project of this magnitude — despite its location in one of Earth’s most geologically unstable regions.

The Brahmaputra super-dam thus raises profound questions about regional stability. It epitomizes China’s strategy of “hydro-hegemony” — using upstream control of water to exercise geopolitical influence.

This is not just another dam. In an era when control over water is becoming as consequential as control over oil was in the 20th century, China is methodically locking in future geopolitical leverage.

Brahma Chellaney is a geostrategist and the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

A world in flux offers Taiwan both perils and opportunities

Featured

The world has become less predictable, less rules-based, and more shaped by the impulses of strongmen and short-term dealmaking. Against this backdrop, the fate of democratic Taiwan hinges on how global powers deal with an increasingly assertive China.

Brahma Chellaney, Taipei Times

The world has become less predictable, less rules-based, and more shaped by the impulses of strongmen and short-term dealmaking.

Nowhere is this more consequential than in East Asia, where the fate of democratic Taiwan hinges on how global powers manage — or mismanage — tensions with an increasingly assertive China.

The return of Donald Trump to the White House has deepened the global uncertainty, with his erratic, highly personalized foreign-policy approach unsettling allies and adversaries alike. Trump appears to treat foreign policy like a reality show.

Yet, paradoxically, the global unpredictability may offer Taiwan unexpected deterrence. For China, the risk of provoking the United States may now outweigh the temptation of taking Taiwan by force.

Trump’s foreign policy is less about strategy than instinct. Unlike past American presidents who embedded US commitments in alliances and treaties, Trump approaches diplomacy as a real estate mogul might: transactional, impulsive, and often devoid of historical context. For Taiwan, this raises uncomfortable questions. Can it continue to rely on a US security umbrella under a president who has questioned the value of NATO, threatened to pull US troops from South Korea, and hinted in the past at making deals with China at Taiwan’s expense?

Under a president whose loyalty to democratic norms is ambiguous and whose geopolitical thinking centers on short-term leverage, Taiwan could easily become a pawn in a larger bargain — or worse, left to fend for itself. Trump has previously oscillated between fiery rhetoric on China and overtures of camaraderie with Chinese President Xi Jinping (習近平). His unpredictability breeds confusion in Taipei, and, perhaps more dangerously, could encourage miscalculation in Beijing.

However, unpredictability is not always a strategic liability. In the context of Taiwan’s security, it can act as a form of deterrence — especially when facing an increasingly authoritarian and repressive regime like China’s that prizes control and risk management.

Trump’s military strike on Iran last month, executed with little consultation or warning, sent a jolt through global capitals. For Beijing, it was a sharp reminder that a Trump-led America could respond to Chinese aggression not with diplomatic caution, but with military intervention.

This lesson is not lost on China’s leadership, especially at a time when intra-party power struggles in Beijing are raising questions about Xi’s one-man dictatorship.

Despite its military build-up and increasingly bellicose rhetoric on Taiwan, China remains fundamentally cautious about entering a war it cannot control. The US military still possesses unmatched power projection capabilities in the Indo-Pacific. And now, with Trump in office again, the risks of a US military response to a Taiwan invasion — while not guaranteed — appear less abstract than they might under a more cautious administration in Washington.

Indeed, the combination of Trump’s volatility and America’s military reach could force China to recalibrate its timetable on Taiwan.

Xi may still view “reunification” as a historic mission, but he must weigh that ambition against a backdrop of rising internal vulnerabilities — including economic stagnation, demographic decline, eroding international goodwill and sharpening power rivalries within the Chinese Communist Party. Trump’s return to power, with its promise of intensified economic confrontation and strategic pressure, only accentuates those challenges.

At the same time, the broader geopolitical environment is shifting in ways that offer Taiwan both risks and opportunities. On one hand, Trump’s disdain for traditional alliances weakens the cohesion of the democratic front that has helped shield Taiwan diplomatically and militarily. On the other hand, growing concerns about Chinese assertiveness — from Japan and South Korea to the Philippines and India — have created a more favorable regional climate for closer defense cooperation with Taiwan, even if done quietly and informally.

Europe, too, is awakening to the Taiwan question. While Trump’s disdain for the EU may hinder transatlantic coordination, the European Parliament and several key EU member states have become more vocal in opposing any change to the status quo across the Taiwan Strait. These diplomatic gains, while modest, offer Taiwan a broader base of international sympathy in the event of a crisis.

Ultimately, Taiwan is navigating a world in flux — one where neither deterrence nor diplomacy can be taken for granted. Trump’s second term has added a layer of strategic fog to an already unstable international order.

But this fog is not entirely to Taiwan’s disadvantage. The fear that Trump might launch a military response to a Chinese invasion — not out of alliance loyalty, but out of rage or opportunism — may be precisely the uncertainty that keeps Beijing at bay.

Still, deterrence rooted in unpredictability is fragile and cannot substitute for a coherent long-term strategy.

Taiwan must be vigilant as it continues to strengthen its asymmetric defense capabilities, deepen its informal security partnerships and build public resilience. It must also avoid putting all its eggs in Washington’s basket, especially when that basket is being carried by a man who has repeatedly broken with tradition, institutions, and norms.

In an age where geopolitics is shaped as much by personality as by policy, Taiwan’s fate will hinge not just on its own resolve, but on its ability to read and adapt to a rapidly shifting international landscape.

In this precarious balancing act, Taiwan remains both a frontline of democracy and a test case for how smaller powers can survive — and even thrive — amid great-power struggles and global uncertainty.

Brahma Chellaney, professor of strategic studies at the independent Center for Policy Research in New Delhi, is the author of nine books, including the award-winning Water: Asia’s New Battleground (Georgetown University Press).

Trump’s 50-day Ukraine ultimatum is doomed to fail

Featured

By Brahma Chellaney, The Hill

President Trump campaigned on a promise to end the Ukraine war within 24 hours of returning to the White House. Now back in the White House, he finds himself hemmed in by the realities of great-power politics.

Trump’s self-confidence has collided with the entrenched dynamics of a grinding conflict. Frustrated, he has turned to familiar tools of coercion: threats, pressure tactics and a new flow of advanced weapons to Kyiv.

Trump’s latest initiative gives Moscow a 50-day deadline to end its war in Ukraine. He has threatened secondary sanctions on Russia’s key trading partners and opened a fresh weapons pipeline to Kyiv, hoping this twin-pronged approach will force Russian President Vladimir Putin’s hand. But like Trump’s earlier attempts to employ brute pressure as a substitute for diplomacy, this initiative reflects impatience more than strategic clarity.

Trump once believed that his personal rapport with Putin, coupled with a dealmaker’s instinct, could bring about a ceasefire. But six months into his new term, his peace push lies in tatters. Russia continues to press its territorial ambitions, while Ukraine, bolstered by Western military support, shows little interest in making major concessions. Instead of a breakthrough, Trump faces a deepening quagmire.

The irony is unmistakable — the president who pledged to end America’s entanglements in “forever wars” is now escalating U.S. involvement in one that is deflecting American attention away from more-pressing strategic challenges, including from China, which is seeking to supplant the U.S. as the world’s foremost power.

Trump’s new Ukraine strategy bears an eerie resemblance to his Iran policy, when he tried to bomb Tehran into submission, only to end up entrenching animosities further and weakening U.S. leverage.

There is no doubt that ending the war in Ukraine is in America’s strategic interest. The conflict has absorbed vast U.S. resources, diverted diplomatic bandwidth and strained transatlantic cohesion.

More importantly, the war has delayed Washington’s ability to focus on the key Indo-Pacific region — the world’s emerging economic and geopolitical nerve center.

The pivot to the Indo-Pacific is not merely aspirational. A leaked memorandum titled “Interim National Defense Strategic Guidance,” signed by Secretary of Defense Pete Hegseth, identifies China as the Pentagon’s “sole pacing threat.” The Trump administration is seeking to reorient the U.S. military posture to prepare for a potential showdown in Asia over Chinese aggression against democratic Taiwan.

The war in Ukraine, by draining American attention, resources and capabilities, undermines this rebalancing.

Seen from this angle, Trump is right to seek an end to the conflict. But his approach — escalating arms transfers while threatening punitive sanctions on countries that do business with Russia — is unlikely to yield peace. If anything, it risks prolonging the war by reinforcing the belief in Kyiv that Washington remains committed to a military solution.

In fact, Trump’s threat to impose harsh penalties on Russia’s trading partners lacks credibility. Such sanctions would trigger a U.S. showdown with China, which trades nearly $250 billion annually with Russia, including major oil and gas imports. Sanctioning India could upend America’s Indo-Pacific strategy aimed at maintaining a stable balance of power.

History offers little support for the notion that coercion alone can deliver durable peace. Military pressure may bring parties to the table, but diplomacy is what cements outcomes. The Dayton Accords, which ended the Bosnian war, and the Camp David Accords, which brought peace between Egypt and Israel, were both products of tough negotiations rather than deadlines and threats.

Trump’s maximalist tactics risk backfiring on multiple fronts. Sanctioning Russia’s trading partners could alienate crucial “swing” nations in the global contest with China. These states are already wary of U.S. unilateralism, and some of them could be pushed into Beijing’s orbit. Moreover, punitive economic measures often fail to change state behavior, especially when national security interests are at stake, as is the case for Russia in Ukraine.

Meanwhile, a flood of advanced new U.S. weapons to Ukraine may boost short-term battlefield performance but will do little to bridge the wider diplomatic impasse. Putin, faced with increased Western backing for Kyiv, is unlikely to scale back his goals. Instead, he may double down, calculating that time and attrition are on his side.

The real path to peace in Ukraine lies not in deadlines or ultimatums, but in a forward-looking diplomatic initiative that recognizes the legitimate interests of all parties while seeking to uphold Ukraine’s sovereignty. The Biden administration made limited overtures in this direction, but Trump, who claims to be a great dealmaker, has an opportunity to go further.

Instead of trying to impose peace through pressure alone, he must find ways to bring both sides to the table — with credible inducements and face-saving compromises.

This will require working with international partners — not just NATO allies, but also influential neutral states like India and the United Arab Emirates that can serve as mediators. It will also require a nuanced understanding of Russia’s domestic political constraints and Ukraine’s security concerns. None of this is easy, but it is more likely to succeed than a strategy built on coercion and deadlines.

Despite promising to end the war quickly, Trump now finds himself caught in the same bind as his predecessor. His failure to secure a ceasefire has deepened America’s involvement in the war — the very entanglement he vowed to end.

Unless he pivots toward a more diplomatic course, his 50-day ultimatum to Moscow will go the way of his 24-hour pledge: unmet and quietly shelved.

Deadlines don’t make peace. Diplomacy does.

Brahma Chellaney is a geostrategist and the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

US foreign policy is now a one-man reality show

Featured

By Brahma Chellaney, The Hill

In his second term, President Trump’s excessive personalization of foreign policy has been on full display. But far from being the deft strategist he portrays, Trump has turned American diplomacy into an impulsive, self-serving spectacle.

The most recent example is telling: Trump’s announcement of a ceasefire between Israel and Iran blindsided even his own top officials. That a decision of such geopolitical magnitude was made without the knowledge of his senior advisors speaks volumes about his go-it-alone governing style.

From suspending foreign aid to saying the U.S. should “take over and redevelop Gaza,” Trump’s uncoordinated, impulsive approach stands in sharp contrast to traditional U.S. diplomacy, which relies on strategic planning, inter-agency consensus and durable alliances. Trump’s method instead favors drama, unpredictability and personal branding — often at the expense of the national interest.

Trump has long treated foreign policy as theatrical performance, designed more to generate headlines than to achieve lasting outcomes. His habit of bypassing expert advice and established channels consistently undermines U.S. credibility — not just at home, but also among allies and adversaries.

His approach has sown confusion within his administration and distrust abroad. Allies are left wondering whether Trump’s statements reflect official policy or personal whim, and even his own Cabinet is often in the dark. Trump’s foreign policy is less a coherent strategy than a string of dramatic set-pieces crafted for maximum personal visibility.

Take the paradox of his recent Middle East gambit. Trump greenlit Israel’s preemptive war on Iran, then ordered U.S. airstrikes on Iranian nuclear sites — facilities that are subject to International Atomic Energy Agency safeguards and are monitored under Iran’s Nuclear Non-Proliferation Treaty commitments. After declaring victory, he touted a U.S.-brokered ceasefire as vindication of his strategy. Yet he conspicuously failed to acknowledge the crucial mediating role played by Qatar’s emir, Sheikh Tamim bin Hamad Al Thani.

It was, in fact, the Qatari ruler who negotiated the truce that ended what Trump dubbed the “12-Day War.” But for Trump, who never misses a chance to claim center stage, downplaying others’ key roles is par for the course.

Trump claimed that he arranged the ceasefire between India and Pakistan following their military hostilities in early May. The confrontation was triggered by an cross-border terrorist attack in Indian Kashmir on April 22 in which Islamist gunmen targeted non-Muslims, killing 26 people.

India maintains that the ceasefire came about through direct bilateral talks after Pakistan requested a truce via the military hotline. But that hasn’t stopped Trump from repeatedly claiming credit and lobbying for a Nobel Peace Prize. “They should give me the Nobel Prize for Rwanda, or the Congo, or Serbia, Kosovo … The big one is India and Pakistan,” he recently declared.

Ironically, Trump may believe that bombing Iran helps his case for the Nobel — a prize that, over the years, has gone to a surprising roster of militaristsTheodore Roosevelt (the champion of “Big Stick” diplomacy), Henry Kissinger (the mastermind of the carpet-bombing of Laos and Cambodia) and Barack Obama (the serial interventionist who helped turn Libya into a failed state) all won it.

Yet Trump’s personalization of diplomacy brings risks that go beyond ego-driven showmanship. Major decisions made on impulse, for optics or without consulting national security professionals erode the foundations of U.S. foreign policy. They also increase the danger of strategic miscalculation.

Foreign governments cannot know whether Trump’s declarations reflect actual American policy or are merely the mood of the moment. By sidelining intelligence assessments and undercutting his own officials — as he did by floating regime change in Iran after his team publicly denied such intentions — Trump breeds internal disarray and external uncertainty.

This policy chaos is amplified by Trump’s compulsive communication style. No world leader talks more or posts more on social media. American officials are often left scrambling to explain statements they didn’t anticipate, while global actors are forced to decipher whether the next move will be announced from the Situation Room or on Truth Social.

The blurring of lines between national interest and personal gain further complicates matters. Increasingly, foreign policy appears to double as a mechanism for advancing private interests. In the past six months, Trump’s personal wealth surged thanks to a string of cryptocurrency ventures and deals, and there is mounting evidence that the Trump family’s crypto empire is influencing presidential decision-making.

Consider Trump’s handling of Pakistan in the wake of the Kashmir terror attack. Between the massacre and India’s retaliation, Pakistan hurriedly signed a major investment deal with World Liberty Financial, a crypto firm founded by Trump and his sons before last November’s election. Days later, Trump helped shield Pakistan from further Indian reprisals. Now he declares, “I love Pakistan” — a country that harbored Osama bin Laden for years and still shelters global terrorists.

In the end, Trump has reduced U.S. statecraft to spectacle. American foreign policy today looks less like the work of a global superpower and more like a one-man reality show — replete with cliffhangers, reversals, business deals and applause lines.

Such theatrics may serve Trump’s political ambitions, but they leave America’s strategic credibility — and the international order it helped build — increasingly vulnerable.

Brahma Chellaney is a geostrategist and the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

The Dalai Lama’s succession struggle could shake Asia and the world

Featured

Two of the 14 Dalai Lamas so far came from outside Tibet, with one born in Mongolia and the other in India’s Tawang. None came from China. The next Dalai Lama could potentially come from the Himalayan belt in India, home to the world’s largest Tibetan diaspora. The present Dalai Lama has explicitly declared that “the new Dalai Lama will be born in the free world.”

Dalai Lama

Tibetan spiritual leader the Dalai Lama delivers an address via video message to the inaugural session at the 15th Tibetan Religious Conference at the Dalai Lama Library and Archive in the northern hill town of Dharamshala, India, on July 2.  © Reuters

Avatar

Brahma Chellaney, Nikkei Asia

With the Dalai Lama turning 90 on July 6, anxiety over his succession has reached a critical point. For Tibetans, the stakes are existential. But for China, the potential vacancy offers a strategic opening to tighten its grip on Tibetan Buddhism.

The looming battle over who gets to name the next Dalai Lama is not just about religious tradition. It is about cultural survival and geopolitical power.

Had Tibet remained independent like Taiwan, it would today be the 10th largest country by area. Instead, since China’s annexation of Tibet in 1951, the region has endured decades of repression. As major powers grow increasingly hesitant in confronting Beijing, many Tibetans fear that their stateless nation’s cultural and religious identity may not survive the coming succession crisis.

While Tibetans around the world hope the present Dalai Lama has many years ahead of him, Beijing is already preparing for the day after his passing. Its aim is to install a compliant, state-appointed Dalai Lama and thereby complete its control over Tibetan Buddhism.

Tibetans view the Dalai Lama as the living embodiment of the Buddha. Since the 14th century, the title has passed through a line of reincarnations, with senior monks identifying the new Dalai Lama as a young child based on spiritual signs. The current Dalai Lama, recognized at age two, had to assume leadership prematurely after China invaded Tibet when he was just 15.

Beijing exploited that earlier leadership vacuum. Now, it intends to manipulate the next one. Chinese authorities insist that only the Communist Party — not the Tibetan religious hierarchy — has the right to select the next Dalai Lama. Should Beijing move ahead with this plan, it would amount to something akin to the Italian government appointing the next pope. It is an act of religious usurpation and cultural colonization.

This is not a theoretical threat. In 1995, Beijing kidnapped a six-year-old boy who had been recognized by the Dalai Lama as the Panchen Lama — the second-most important figure in Tibetan Buddhism — and replaced him with a state-approved substitute. The real Panchen Lama remains disappeared three decades later as one of the world’s longest-held political prisoners.

China also sought to control the Karmapa — the third-highest spiritual leader in the Tibetan hierarchy — by installing its own candidate. But in 1999, the Chinese-appointed Karmapa fled to India. The ease with which he escaped stirred suspicions in India, leading New Delhi in 2018 to withdraw recognition of his legitimacy. Recently, he and his rival Karmapa issued a joint statement pledging to resolve their sectarian split, bypassing Beijing entirely.

China’s interference in Tibetan religious institutions is part of a broader effort to erase Tibet’s unique culture and identity. Under President Xi Jinping, these efforts have intensified, with mass relocation programs, forced Chinese-language education, and restrictions on religious practice aimed at Sinicizing Tibet. As Xi pursues what he calls “stability through assimilation,” Beijing sees control of the Dalai Lama institution as the final prize in subjugating Tibet.

For Beijing, the Dalai Lama remains the “white whale” — a symbol of resistance it has long sought to crush. Since fleeing to India in 1959, the Dalai Lama has been the global face of nonviolent resistance to Chinese occupation. He was awarded the Nobel Peace Prize in 1989 for his unyielding advocacy of Tibetan autonomy through peaceful means.

altTibetan men and women participate in Lhakar Gorshey, a Tibetan circle dance performed on Wednesdays, which are considered a special day of cultural significance, in the northern hill town of Dharamshala, India, on July 2.   © Reuters

Historically, the Dalai Lama has been both the spiritual and political leader of Tibet — a fusion akin to a pope-president. But in 2011, the 14th Dalai Lama voluntarily devolved political power to an elected government-in-exile, chosen by the Tibetan diaspora. This move ensured institutional continuity but made his spiritual succession even more pivotal.

The Dalai Lama has previously said that around his 90th birthday, he would outline the rules for selecting his successor — rules meant to prevent Beijing from hijacking the process. In his recently published book, “Voice for the Voiceless,” he declares that “the new Dalai Lama will be born in the free world,” explicitly ruling out Chinese-occupied Tibet. This would not break with tradition. Two past Dalai Lamas came from outside Tibet, with one born in Mongolia and the other in Tawang, now part of India’s Arunachal Pradesh state.

To further thwart China’s designs, the Dalai Lama has indicated that his successor could be an adult and need not be male. Such flexibility may be key to ensuring that the next Dalai Lama cannot be claimed — or cloned — by Beijing. But clarity is essential. Unless he spells out, unequivocally and soon, how his successor should be identified, China will exploit ambiguity to anoint its own pretender.

Health concerns add urgency. Though mentally sharp, the Dalai Lama has grown physically frail. He underwent prostate cancer treatment in 2016 and had knee replacement surgery in the United States about a year ago. His travel has slowed — not just due to health, but also because most governments, under Chinese pressure, now refuse to host him. The notable exceptions are India, which has sheltered him for 65 years, and the U.S., which hosted him for knee treatment.

Indeed, India has been indispensable to the Tibetan struggle. It houses the vast majority of Tibetan exiles and has helped preserve their culture by supporting Tibetan-language schools and monastic institutions. The Dalai Lama has called himself a “son of India,” and New Delhi officially recognizes him as its “most esteemed and honored guest.”

By contrast, China has ramped up its exploitation of Tibet’s natural resources, especially water and mineral ores. Rivers originating on the Tibetan Plateau, the “Water Tower of Asia,” sustain over one-fifth of humanity. China’s dam-building spree and extractive development in this ecologically fragile region threaten the environmental security of much of Asia.

Tibet’s cultural and ecological fates are thus intertwined — and both hinge on what happens after the 14th Dalai Lama.

The international community must act preemptively. A coalition of democratic powers — led by India, the U.S., Japan and the European Union — should coordinate a response that raises the costs for Beijing if it installs a sham Dalai Lama. The U.S. took the lead by enacting the 2020 Tibetan Policy and Support Act, which authorizes sanctions against Chinese officials who interfere in the succession. Yet, in his second term, President Donald Trump has halted all aid to the Tibetan government-in-exile. Rhetoric without resources is not enough.

If the free world fails to act, we may witness the surreal scenario of two rival Dalai Lamas — one revered by Tibetans, and another rubber-stamped by Beijing. The spiritual heart of Tibet could then become a stage for geopolitical theater. The time to prevent this farce is now.

Brahma Chellaney, a professor of strategic studies at the independent New Delhi-based Centre for Policy Research and fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including “Water: Asia’s New Battleground,” which won the Bernard Schwartz Book Award.

An Iranian Bomb Just Became More Likely

Featured

Military strikes might slow down a nuclear program, but they cannot impose long-term restraint – especially when they are carried out by powers that flout the very rules they claim to be enforcing. The US and Israel are likely to learn this the hard way, as Iran abandons all doubts about pursuing nuclear breakout.

Brahma ChellaneyProject Syndicate

Israel and the United States have dealt punishing blows to Iran’s nuclear infrastructure. “Operation Rising Lion” and “Operation Midnight Hammer” have been portrayed as precision strikes that will stop the Islamic Republic’s nuclear program in its tracks. But whatever the bombings might have achieved tactically, they risk forfeiting strategically, as Iran is now more convinced than ever that nuclear weapons are the only way to deter future aggression and ensure the regime’s survival.

Iran was once brought to the negotiating table through a carefully calibrated mix of pressure and incentives. Despite its imperfections, that approach worked. In 2015, the Joint Comprehensive Plan of Action was agreed, with Iran agreeing to limit its nuclear program in exchange for sanctions relief and other concessions. But – at Israel’s urging and despite Iran’s apparent compliance – Donald Trump abandoned the JCPOA during his first term as president, destroying whatever mutual trust had been built over the course of 20 months of painstaking diplomacy.

Now, despite pursuing new nuclear negotiations with Iran, the US has joined Israel in abandoning strategic patience in favor of spasmodic force. Some argue that Iran invited the attacks by deceiving the international community, stoking regional conflicts, and enriching uranium to levels well beyond those needed for any civilian application. These are legitimate complaints.

Even the International Atomic Energy Agency (IAEA), in a report released just before Israel’s campaign began, raised concerns about Iran’s compliance with its international obligations. Indeed, an analysis of this report by the Institute for Science and International Security argued that “Iran can convert its current stock of 60 percent enriched uranium into 233 kg of [weapon-grade uranium] in three weeks at the Fordow Fuel Enrichment Plant (FFEP), enough for 9 nuclear weapons.” That conclusion may well have lit a fire under the Trump administration.

But the IAEA also concluded that it had “no credible indications of an ongoing, undeclared structured nuclear program” in Iran, while underscoring the urgency of reaching a nuclear deal. “Iran,” the agency warned, “is the only non-nuclear-weapon state in the world that is producing and accumulating uranium enriched to 60%” – just a short technical step away from the 90% purity needed for weapons-grade material.

Even so, US and Israeli decision-makers green-lit attacks on Iranian nuclear sites at Fordow, Natanz, and Isfahan – facilities that are subject to IAEA safeguards and monitored under Iran’s Non-Proliferation Treaty (NPT) commitments. With that, they unraveled the legal and verification framework that exists precisely to prevent weaponization.

Beyond undermining the authority of the IAEA and its inspection regime, the attacks violated the NPT’s principle of peaceful nuclear use (Article IV) and breachedinternational law, including the United Nations Charter. The US, a nuclear superpower with a record of catastrophic wars aimed at regime change, and Israel, a clandestine nuclear-armed state that refuses to sign the NPT, have thus sent an unmistakable message: only the weak follow rules, and only the strong are safe. In fact, as long as you have nuclear weapons, you can violate international law at will. 

This is true not only for major powers, but also for smaller states. Pakistan, for example, nurtures cross-border terrorism and exports proxy war with impunity, threatening nuclear retaliation for anyone who crosses it. This poses a more acute threat to regional peace than Iran’s hypothetical bomb, but the US remains silent. 

This hypocrisy is deeply rooted. It was the US, after all, that aided and abettedPakistan’s covert pursuit of the bomb. Throughout the 1980s and 1990s, successive US administrations ignored mounting evidence that Pakistan was secretly enriching uranium and building nuclear weapons – and continued funneling billions of dollars in aid to the country. The result is a fragile state armed with an “Islamic bomb.” 

Today, with diplomacy derailed, inspections discredited, coercion normalized, and double standards embraced, what tools remain to convince Iran that remaining non-nuclear is wise and strategically viable? After years of debate over the value of a nuclear deterrent – with Supreme Leader Ayatollah Ali Khamenei even issuing religious edicts against nuclear weapons – Iranian decision-makers are almost certain to decide that there is no other way to keep the country safe from attack. 

Iran now has every incentive to exit – or at least limit – the IAEA framework and race toward nuclear breakout. Just as Saddam Hussein took his nuclear program underground following Israel’s 1981 bombing of Iraq’s IAEA-monitored Osirak reactor, Iran is likely to reject transparency and oversight in favor of secrecy and ambiguity. That would not be some dramatic act of defiance, but rather a rational response to a serious – even existential – threat. 

And it is not just Iran. If powerful states can bomb safeguarded nuclear facilities with impunity, why should any country put its faith in the global nonproliferation regime? Any government that wants to avoid the fateof Saddam’s Iraq or Muammar el-Qaddafi’s Libya (or, for that matter, democratic Ukraine), will seek to acquire the bomb – or at least come close enough to keep adversaries guessing. 

The only viable path to nonproliferation is and always will be diplomacy, not destruction. Military strikes might slow down a nuclear program, but they cannot impose long-term restraint – especially when they are carried out by powers that flout the very rules they claim to be enforcing. In the end, Operation Rising Lion and Operation Midnight Hammer may be remembered not as preemptive strikes against Iran’s nuclear breakout, but as catalysts for it.

Brahma Chellaney, Professor of Strategic Studies at the New Delhi-based Center for Policy Research and Fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including Water: Asia’s New Battleground (Georgetown University Press, 2011), for which he won the 2012 Asia Society Bernard Schwartz Book Award.

© Project Syndicate, 2025.

Posted in WMD