Saturday, 9 May 2026

China has torched the United States' 200-year-old doctrine. No one notices.

 https://x.com/ThePenguinBTC/status/2052828071162478781

Translated from Turkish
China has touched the United States' 200-year-old doctrine. No one notices. Everyone is asking why China stays silent while the US weakens China. Because China makes moves so quietly that no one sees them. Trump imposed a 50% tariff on Brazil. In the same period, China invested $6.1 billion in Brazil. A 200-year-old American doctrine quietly faded into history. Let me explain. First, we need to understand what doctrine it is. The fifth President of the United States, James Monroe, sent his annual message to Congress in December 1823. The message had just one sentence. "Latin America is the United States' sphere of influence. Intervention by other powers in the region is cause for war." This sentence went down in history as the Monroe Doctrine. For 200 years, it was one of the world's most solid foreign policy rules. The doctrine faced its only serious challenge in 1962. The USSR decided to place missiles in Cuba. The result was the Cuban Missile Crisis. For 13 days, the world teetered on the brink of nuclear war. The US sent its navy and forced the Soviets to withdraw. In two hundred years, no power had ever bent this rule. In 2025, China arrived. It didn't bring tanks. It didn't place missiles. It didn't send a navy. It invested. Where did the investment go? To renewable energy projects. To mining companies. To port infrastructure. To railways. China embedded itself in the most critical veins of Brazil's economy. So why did China choose Brazil? Two reasons stand out plainly. Brazil is a BRICS member. One of the most important partners in China's dollar-independence strategy. The Lula administration turned toward China. Since taking office, it has highlighted relations with China. In the last year alone, he visited China five times. But these two are superficial reasons. The real reason is far more critical. Brazil has quietly transformed into an energy giant. Most people aren't aware. Today, Brazil generates about 88% of its energy from renewable sources. The global average is around 30%. Brazil's energy structure stands on four pillars. 1. Hydropower. The Itaipu Dam is the world's second-largest dam. 2. Wind and solar energy. 3. Ethanol. Brazil is the world's largest producer of sugarcane ethanol. 4. Pre-salt oil. Brazil is one of the top ten countries in global oil production. On top of this energy structure, there's mining. Brazil is one of the world's largest iron ore producers. The basic raw material for China's steel industry is right here. One more data point. There's a strategic metal called niobium. It's critical for high-tech, military industry, and space industry. 85% of the world's niobium production comes from Brazil. Renewable energy giant. Oil producer. Iron ore hub. Critical mineral source. For China, it's one country. Opening doors to four separate critical resources. That's why Brazil was chosen. In the same period, the US's 50% tariff targeted Brazilian coffee, Brazilian steel, Brazilian meat. Brazil showed its reaction openly. In speeches, Lula said, "We will not be dependent on the US." As Brazil's economy closed its door to the US, it opened it to China. And China filled the void. There's a very important point here. For the last 20 years, China has been playing Go on the world map. Slowly placing stones on key points. First, it placed a stone in Africa. Built ports, railways, telecommunications networks. Today, China is Africa's largest trading partner. Then, it placed a stone in Europe. Italy joined the Modern Silk Road project in 2019. Europe has started turning toward China in recent years. Now, it's placing a stone in Latin America. Those looking at the board see each move one by one. But when the moves connect, the emerging picture is much bigger. This is my personal analysis. I'll keep following the developments and keep you informed.
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 https://x.com/ThePenguinBTC/status/2052828071162478781

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