
The President’s Inbox Are We Ready? | The China Reckoning, With Rush Doshi
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Oct 23, 2025 Rush Doshi, a senior fellow at the Council on Foreign Relations, dives into the high-stakes U.S.-China rivalry. He discusses the competition over international order and China's strategic goals, emphasizing its industrial dominance in critical sectors. Doshi outlines Taiwan's unique military challenges and how U.S. interests are intertwined with its defense. He advocates for bolstering domestic industrial capabilities and strengthening allied supply chains to counterbalance China's growing influence in the global landscape.
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Scale Is China’s Strategic Edge
- China's advantage is scale: converting population and production into efficient, leading-edge outcomes.
- That scale lets China sustain vast industrial, technological, and military ecosystems at global-leading volumes.
China Controls Key Industrial Enablers
- China dominates production of critical inputs: EVs, batteries, power generation, and rare earths.
- Controlling these enablers gives China choke-point leverage over the next industrial revolution.
Weaknesses Don't Preclude Near-Term Threat
- China's economic weaknesses (debt, demographics, unemployment) matter but may not prevent near-term strategic strength.
- Doshi argues China can still pose a critical challenge even with serious internal problems.






