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Food for thought. Trump’s Deal With Indonesia: Mahan at the Strait of Malacca Hu Jintao warned China about this moment more than twenty years ago. In 2003, the then Chinese president coined the phrase “Malacca dilemma” to describe a simple, brutal fact: the country’s economic rise depended on foreign oil sailing through a narrow strait that other powers could, in a crisis, choose to close. Most of China’s imported crude and gas still squeezes through that same bottleneck between Indonesia, Malaysia and Singapore. The US has just moved to wire that vulnerability, and it is no accident this is happening on Donald Trump’s watch. Washington’s new Major Defense Cooperation Partnership with Indonesia is being sold in the usual diplomatic euphemisms: capacity building, maritime security, joint training. Strip away the boilerplate and you see something far sharper. The agreement’s focus on maritime domain awareness, subsurface and autonomous systems, and special forces training is about giving Indonesia and by extension the U.S. and its allies, a far richer picture of everything that moves between the Indian Ocean and the South China Sea, and greater ability to shape it in a crisis. As with Trump’s broader Indo‑Pacific posture, this is one more move to reassert the US as the pre‑eminent maritime power of the age, and to ensure China feels that reality every time a tanker clears the Strait. Hu’s “Malacca dilemma” was never only about a single shipping lane. It was about the geometry of China’s energy dependence. Oil from the Gulf and Africa has to arrive by sea. The shortest, cheapest route runs past India, through Malacca and adjacent Indonesian straits, and then up into waters where the U.S. Navy and its partners have operated for decades. A coalition that can see, track and, if necessary, interdict that flow holds a lever over China’s economy that no amount of rhetoric about multipolarity can wish away. More than a century ago, Alfred Thayer Mahan argued that sea power, fleets, chokepoints and maritime commerce, would decide the fate of great powers. The Malacca dilemma is Mahan’s theory rendered in modern energy terms: a continental power whose trade and fuel move by sea lives or dies by access to narrow maritime bottlenecks policed by others. Trump’s Indonesia move is pure Mahan: rather than chasing dominance on land, Washington is tightening its grip on the sea lanes and straits through which China’s economic lifeblood must flow. Beijing has spent two decades trying to escape this trap with pipelines from Central Asia and Russia, a corridor through Myanmar and a “string of pearls” of ports from Gwadar to Djibouti. Yet the volumes tell a less reassuring story: overland routes move at the margin, while the bulk of China’s energy still comes by tanker and still passes through Southeast Asian chokepoints. The dilemma has been managed, not resolved. That is why Indonesia matters. Jakarta insists it is not choosing sides and will continue to balance between Washington and Beijing. It doesn’t have to do more than that for this pact to bite. As Indonesian officers train with American counterparts and integrate U.S.‑supplied surveillance and patrol systems, the operational environment quietly changes. Chinese planners contemplating a crisis over Taiwan, the South China Sea or even a clash around Hormuz now have to assume that traffic through Malacca and its alternatives will unfold under a web of sensors and partnerships that lean, in practice if not in rhetoric, toward Washington. Another move by President Trump, in other words. From rebuilding American shipyards to pouring money into Indo‑Pacific maritime forces, the pattern is clear: the United States intends to remain a maritime superpower, and to make China live with Hu Jintao’s old nightmare instead of escaping it. Mahan would have recognised the logic instantly: in the end, it is the power that commands the sea, and the straits, that sets the terms for everyone else.

华尔街日报今天的头条爆了两个猛料: 1)白宫正在为伊朗战争延长到8-12周做准备。 2)延长战争的底气在于财政部长贝森特认为这次战争主要影响欧洲和亚洲,美受冲击较小。 这意味着美国把这次伊朗战争当成了同时削弱欧洲,亚洲的一个战略杠杠。