
The David Lin Report Will Trade War Go Nuclear? What's Next After Latest Escalations | Juan Cole
Oct 18, 2025
Juan Cole, a history professor at the University of Michigan and editor of Informed Comment, dives into pressing global issues. He analyzes the recent Gaza ceasefire and discusses the U.S.'s role in the chaos. Cole argues that lasting peace hinges on Palestinian statehood. He also highlights the fragility of oil markets affected by regional violence and explores the implications of U.S.–China tensions as potential proxy conflicts. Looking ahead, he predicts China's rise in global influence and the impact of climate change on future migrations.
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Create A Viable Gaza Authority
- Establishing a capable governing authority in Gaza is essential to restore security and disarm fighters.
- Cole suggests options like the PLO, an Arab force, or an international administrator to stabilize Gaza.
Statehood As The Foundation For Peace
- Cole insists the root cause is Palestinian statelessness under occupation, not mere recognition on paper.
- He argues a real Palestinian state with rights and courts is necessary to end recurring wars.
Who Can Spoil The Ceasefire
- The ceasefire is fragile and many actors could spoil it, but Cole views Israeli politics as the primary risk.
- He warns Netanyahu and far-right elements could resume war, as they have done during previous pauses.

