– Why Most Analysts Are Wrong: The U.S. Is Not “Containing” China – It Is Shifting the Entire Global Confrontation Toward Beijing

 https://x.com/angeloinchina/status/1993712910539841834

Angelo Giuliano 

@angeloinchina

Executive Summary: 2025 USCC Report – Why Most Analysts Are Wrong: The U.S. Is Not “Containing” China – It Is Shifting the Entire Global Confrontation Toward Beijing   - Core Misreading by Analysts : Contrary to mainstream commentary that frames U.S. policy as “multi-front containment,” the 2025 USCC report inadvertently reveals the opposite: Washington is deliberately collapsing all secondary theaters (Iran, Venezuela, Russia, Middle East) into a single grand strategy whose ultimate target is China – specifically its energy lifelines, industrial base, and allied network. Every major U.S. escalation since 2023 is designed to bleed or detach China’s strategic partners and choke its resource imports.   - Energy as the Real Target: U.S. sanctions on Iran (2024–2025 record levels), Venezuelan oil embargo enforcement, Houthi strikes, and pressure on Saudi Arabia to cap production are not about Tehran, Caracas, or Yemen themselves – they directly reduce the discounted crude that fuels 70 % of China’s incremental oil imports. The report’s own data show China’s seaborne energy routes are now more vulnerable than at any point since 2000.   - Russia as Proxy for China: The report celebrates $10 B+ in Chinese dual-use exports to Russia while simultaneously recommending deeper U.S. support for Ukraine – revealing the true objective: prolong the war to drain Russian oil/gas exports that account for 20–25 % of China’s energy mix and force Beijing to bid higher on spot markets, inflating its import bill by tens of billions annually.   - Weakening the “Axis” to Isolate Beijing: Actions against North Korea (secondary sanctions waves), Iran’s IRGC, and Venezuelan PDVSA are framed as standalone threats but function as systematic efforts to deprive China of fallback partners for sanctions evasion, technology transfer, and diplomatic cover. The USCC’s alarm over the “axis of autocracy” masks the fact that Washington’s strategy is to dismantle it piece by piece so China faces the U.S. alone.   - Economic Warfare Misdiagnosed as Chinese Aggression: The report’s complaints about “China Shock 2.0,” mineral export restrictions, and BRI overcapacity ignore that these are defensive responses to U.S. tariffs, entity listings, and financial choke points that began in 2018 and have only intensified. Beijing’s export surge and alliance-building are symptoms, not causes, of an American offensive.   - Military Buildup Aimed at Energy Chokepoints: Recommendations to arm the Philippines, expand U.S. basing in the Indo-Pacific, and harden Space Force assets all converge on one geographic reality – control of the Malacca Strait and South China Sea lanes through which 80 % of China’s crude imports flow.   - Conclusion: The 2025 USCC report, despite its hawkish tone, unintentionally confirms that the United States has already made the strategic decision to pivot the entire post-2022 crisis architecture toward a single adversary: China. Iran policy, Russia policy, and even Middle East policy are no longer ends in themselves – they are instruments to starve China of energy, allies, and strategic depth long before any Taiwan contingency begins.

3:06 AM · Nov 27, 2025

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https://x.com/angeloinchina/status/1993712910539841834