Foreign Policy

US-China Relations: Competition Without Catastrophe

China is both competitor and necessary partner. We reject the false choice between Cold War confrontation and naive accommodation.

$17.7T
China GDP (2nd largest)
$575B
Annual US-China trade
90%
Global rare earth processing
400+
Nuclear warheads (growing)
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We're a policy platform with 50 researched positions on every major issue. This page breaks down our approach to US-China relations — but there's much more to explore.

Is China an Enemy or a Partner?

The answer is both — and that's what makes China policy harder than either party wants to admit. China is simultaneously the United States' largest strategic competitor and an indispensable partner on the existential challenges of the 21st century. Any serious policy must hold both realities at once.

The competition is real. China is engaged in the largest military buildup since the Cold War, with a $292 billion defense budget — the second largest in the world — funding rapid expansion in naval power, hypersonic missiles, space capabilities, and nuclear weapons. China's 400+ nuclear warheads are projected to exceed 1,000 by 2030. In technology, China pursues dominance in artificial intelligence, quantum computing, 5G infrastructure, and biotechnology through a combination of state investment, forced technology transfers, and industrial-scale intellectual property theft that costs the US an estimated $200-$600 billion annually.

The partnership is also real. Climate change cannot be solved without China, which produces 30% of global CO2 emissions. Pandemic preparedness requires Chinese cooperation on surveillance and response. Nuclear arms control is meaningless without engaging China's growing arsenal. Global financial stability depends on coordination between the world's two largest economies. These are not optional challenges — they are existential, and none of them can be addressed through confrontation alone.

The false binary is dangerous. Hawks who want a new Cold War ignore that China is embedded in every global supply chain, holds $770 billion in US debt, and is the world's largest trading nation. You cannot "contain" an economy this interconnected the way the US contained the Soviet Union. Doves who counsel engagement without consequences ignore that China under Xi Jinping has militarized the South China Sea, crushed democracy in Hong Kong, committed atrocities against Uyghur Muslims, and made clear its intention to absorb Taiwan — by force if necessary.

The Common Good approach rejects the false choice. We compete where we must, cooperate where we must, and maintain the strategic discipline to tell the difference. That's not weakness — it's the only approach that has ever worked with a rival power this consequential. Read more about our defense and national security framework.

What Are the Real Threats from China?

Not every concern about China is equally serious. Conflating real threats with inflated ones leads to bad policy, wasted resources, and dangerous miscalculation. Here's what actually threatens American interests — and what doesn't.

  • Intellectual Property Theft: China's state-sponsored cyber theft and forced technology transfer cost the US economy an estimated $200-$600 billion per year. This is the single largest transfer of wealth in history and directly undermines American competitiveness in critical industries.
  • Military Buildup in the South China Sea: China has constructed and militarized artificial islands in disputed waters, deployed advanced missile systems, and built the world's largest navy by ship count. This directly threatens freedom of navigation and the security of US allies including the Philippines, Japan, and Australia.
  • Taiwan: Xi Jinping has made unification with Taiwan a core goal and has not ruled out force. A Chinese invasion of Taiwan would be the most consequential military conflict since World War II, threatening 23 million people in a vibrant democracy and disrupting the global semiconductor supply chain.
  • Economic Coercion: China uses its economic weight as a weapon — punishing countries that cross its political red lines. Australia faced massive trade retaliation for requesting a COVID-19 origins investigation. Lithuania was cut off for allowing a Taiwanese representative office. This coercion undermines the rules-based international order.
  • Surveillance Technology Exports: China exports sophisticated surveillance systems — facial recognition, social media monitoring, predictive policing — to authoritarian regimes worldwide. This technology enables repression and creates a competing model of governance that threatens democratic norms globally.
  • Uyghur Human Rights Abuses: The mass detention, forced labor, forced sterilization, and cultural erasure targeting Uyghur Muslims in Xinjiang constitute what many governments and human rights organizations have called genocide. This is not an internal affair — it is a violation of international law that demands a coordinated response.

What is not a proportionate threat: the idea that China will imminently overtake the US economically (China faces severe demographic decline, a real estate crisis, and slowing growth), that every Chinese student or researcher is a spy, or that ordinary trade with China inherently undermines American security. Threat inflation is itself a danger — it distorts resource allocation, fuels racism against Asian Americans, and makes diplomatic solutions harder to achieve. See our racial justice page on combating anti-Asian hate.

How Does the Common Good China Plan Work?

The Common Good approach to China is built on a simple principle: compete where we must, cooperate where we must, and invest in American strength rather than relying on punitive measures that hurt Americans as much as they hurt China.

This plan is built on six pillars, each addressing a specific dimension of the US-China relationship. Together, they create a strategy that protects American interests, supports American workers, strengthens alliances, and avoids the catastrophic miscalculation that both current approaches risk.

  • Compete on Technology Through Investment, Not Just Tariffs: Double federal R&D spending to $200+ billion annually. Fund the CHIPS Act fully. Invest in AI, quantum computing, and clean energy. The best response to Chinese technological ambition is American technological excellence — not trade barriers that raise prices for consumers without building domestic capacity.
  • Cooperate on Existential Challenges: Maintain working diplomatic channels on climate, pandemic preparedness, and nuclear risk reduction. These are not concessions — they are survival imperatives. The US and China together produce 40% of global emissions. No climate solution exists without both countries at the table.
  • Protect Taiwan Through Deterrence and Alliances: Maintain strategic ambiguity while strengthening the deterrence framework: deepen alliances with Japan, Australia, the Philippines, and South Korea; continue arms sales to Taiwan; invest in the asymmetric defense capabilities that make invasion prohibitively costly. Avoid the provocative rhetoric that increases the risk of miscalculation.
  • Enforce Trade Rules Through Multilateral Frameworks: Bilateral tariff wars hurt American consumers and let China divide the opposition. The better approach: build multilateral trade coalitions that collectively enforce rules on intellectual property, market access, and subsidies. When 60% of the global economy stands together, China has no choice but to adjust.
  • Protect Critical Supply Chains: Reduce dependence on China for rare earths (90% of global processing), pharmaceuticals (80% of active ingredients), and advanced semiconductors. This requires investment in domestic mining and processing, allied supply chain agreements, and strategic reserves — not blanket decoupling that raises costs across the economy.
  • Advocate for Human Rights: Use targeted Magnitsky Act sanctions against officials responsible for Uyghur abuses, support independent documentation and journalism, and work through multilateral institutions to hold China accountable. Human rights advocacy is more effective when it is multilateral, consistent, and not weaponized for domestic political purposes.

For the complete China strategy with sourcing and implementation details, see the full US-China relations issue page.

How Does US-China Trade Actually Work?

The US-China trade relationship is the largest bilateral economic relationship in the world. Understanding how it actually works — who buys what, who benefits, and who gets hurt — is essential to evaluating any policy proposal.

US-China Trade: Key Metrics
MetricValueImpact
Total bilateral trade$575 billion/yearLargest bilateral trade relationship
US imports from China$427 billionElectronics, machinery, furniture, apparel
US exports to China$148 billionAgriculture, aircraft, semiconductors, energy
Trade deficit$279 billionGrew after 2018 tariffs
China-held US debt$770 billion2nd largest foreign holder
Tariff cost to US households$1,200-$2,000/yearFunctions as regressive consumer tax
US jobs dependent on China trade~900,000 export jobsAgriculture sector most exposed
Rare earth dependency90% of global processingCritical for defense, EVs, electronics

The data tells a clear story: tariffs have not reduced the trade deficit, have not brought manufacturing jobs back, and have not changed China's behavior. What they have done is raise prices for American consumers and farmers, who lost billions in agricultural exports when China retaliated. The cost of tariffs is paid by American importers — and passed on to American consumers. This isn't disputed by any serious economist.

Sources: US Census Bureau, Peterson Institute for International Economics, USDA. See the full trade policy page for detailed sourcing.

What About Taiwan?

Taiwan is the single most dangerous flashpoint in US-China relations — and potentially the most consequential geopolitical crisis of the 21st century. How the US handles it will determine whether great-power competition remains competitive or becomes catastrophic.

The history matters. The US "one-China policy" — established in 1979 when the US switched diplomatic recognition from Taipei to Beijing — acknowledges that China claims Taiwan but does not endorse that claim. The Taiwan Relations Act commits the US to providing Taiwan with defensive weapons and maintaining the capacity to resist any use of force that would jeopardize Taiwan's security. This framework of "strategic ambiguity" — where the US does not explicitly commit to defending Taiwan but strongly implies it — has kept the peace for over four decades.

Why Taiwan matters strategically. Taiwan produces over 90% of the world's most advanced semiconductors through TSMC. These chips are in every phone, computer, car, weapon system, and AI server on Earth. A Chinese takeover of Taiwan would give Beijing control over the single most critical input in the modern economy — a chokepoint more powerful than OPEC's control of oil in the 1970s. Beyond semiconductors, Taiwan is a 23-million-person democracy. Allowing its forcible absorption would set a precedent that military conquest of democratic neighbors is tolerable — a precedent with implications far beyond the Taiwan Strait.

Deterrence through strength and alliances. The Common Good approach maintains strategic ambiguity — which has worked for 45 years — while strengthening the deterrence framework that makes invasion prohibitively risky for China. This means deepening the alliance network (Japan, Australia, the Philippines), continuing arms sales to Taiwan focused on asymmetric defense (anti-ship missiles, mines, mobile air defense), investing in US naval and air capabilities in the Western Pacific, and accelerating semiconductor diversification so a conflict doesn't crash the global economy.

What it does not mean is abandoning ambiguity with reckless declarations of support that could embolden Taiwanese independence advocates or provoke Chinese hardliners. The goal is to make conflict unthinkable — not to dare it into existence. For more on the alliance framework, see the defense and national security page.

What Are the Biggest Myths About China?

China policy in the United States is distorted by myths from both ends of the political spectrum — threat inflation from hawks and wishful thinking from doves. Effective policy requires cutting through both.

Myth: "China will collapse under its own contradictions."

Reality: Predictions of China's imminent collapse have been made for 30 years, and they have been wrong every time. China faces real structural challenges — demographic decline, a real estate crisis, youth unemployment, and political rigidity — but the Chinese Communist Party has proven remarkably adaptive at managing internal crises. Policy premised on collapse is wishful thinking, not strategy. The US must plan for a China that remains powerful, not one that conveniently implodes.

Myth: "China will take over the world."

Reality: China is a formidable competitor, not an unstoppable juggernaut. Its economy is roughly 65% the size of the US economy in nominal terms. Its military, while growing rapidly, lacks the global force projection capabilities of the US. Its population is aging and declining — China lost 850,000 people in 2022 alone. Its one-party system struggles with innovation and has no mechanism for political self-correction. The US retains enormous advantages in technology, alliances, immigration, higher education, and financial markets that are not going away.

Myth: "Tariffs fix the trade deficit."

Reality: The US trade deficit with China was $346 billion before the 2018 tariffs. After four years of escalating tariffs, it hit $382 billion in 2022. Tariffs don't fix trade deficits because trade deficits are driven by macroeconomic fundamentals — specifically, the gap between what a country saves and what it invests. Tariffs on China simply redirect imports to Vietnam, Mexico, and other countries while raising prices for American consumers. They are a tax, not a strategy. See the trade policy page for the full analysis.

Myth: "We should decouple entirely from China."

Reality: Full decoupling would cost the US economy an estimated $1.6 trillion according to the US Chamber of Commerce. China is embedded in virtually every global supply chain. American farmers depend on Chinese markets. American manufacturers depend on Chinese components. American consumers depend on Chinese goods to keep prices affordable. Strategic de-risking — reducing dependence on China for critical goods while maintaining trade in non-strategic sectors — is rational. Full decoupling is economic self-harm dressed up as toughness.

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Competition without catastrophe. Strategy without slogans.

China policy is too important for partisan posturing. Read the full plan — with sources, data, and a strategy that protects American interests without stumbling into unnecessary conflict.