By Eric Vandenbroeck and co-workers
Why the Western Hemisphere Is Turning
Away from America and Toward China
No great power
sustained as dominant a position over its neighboring region as the United
States did during most of the twentieth century. But in recent decades,
Washington has largely disregarded its neighbors. Since a free trade agreement
with Canada and Mexico and a military initiative to help Colombia combat drug
cartels were negotiated more than 25 years ago, United States policy in the
Americas has consisted mostly of failed measures to stem flows of migrants and
drugs across U.S. borders. This neglect has opened the door for China and
Russia to exert increasing influence across the Western Hemisphere.
Since the beginning
of his political career, U.S. President Donald Trump has signaled his intention
to reassert U.S. dominance in the region. He hopes to resist China and Russia’s
growing diplomatic, economic, and military engagement with countries that have
traditionally been within the United States’ sphere of influence, and doing so
while delivering on issues important to his base, including securing favorable
trade terms and stopping flows of both migrants and fentanyl. During Trump’s
first administration, these goals were largely aspirational. He and his
officials frequently invoked the Monroe Doctrine, the 1823 declaration
asserting exclusive U.S. influence in the Western Hemisphere, when they opposed
Russian military cooperation with Latin American countries, say, or framed
Chinese economic expansion in the region as a security threat. Rex Tillerson,
Trump’s first secretary of state, called the doctrine “as relevant today as
when it was written.” Ultimately, these appeals amounted mostly to rhetorical posturing
and, because of policy inconsistencies and incompetence, effected little
concrete change. In his second term, however, Trump is accompanying radical
rhetoric about regional hegemony with real action.
In a matter of weeks,
he has discarded any pretense of transactional diplomacy and adopted a
predatory approach. Taken aback by the thrust and speed of his initiatives,
many countries have bent the knee. Consider Panama, one of the countries in the
Western Hemisphere that has historically been most supportive of the United
States. In response to Trump’s threats of reclaiming the Panama
Canal, which the United States controlled for much of the twentieth century, it
immediately withdrew from China’s Belt and Road Initiative, resulting in the
cancellation of several planned infrastructure projects. This represented a
major blow to Beijing’s ambitious port diplomacy in the region. Panama also
waived fees for U.S. Navy vessels and granted them priority passage through the
canal, a significant concession. And U.S. pressure prompted a Hong Kong-based company
to sell its ports at both ends of the canal to a consortium led by the American
investment firm BlackRock, a move cast by the Trump administration as a
strategic victory.
Mexico has faced the
prospect of 25 percent tariffs and a U.S. designation of several Mexican-based
cartels as foreign terrorist organizations—a branding that would allow the
United States to launch cross-border military operations against those groups. It
secured a reprieve by deploying 10,000 of its national guard troops to the
border and allowing U.S. marines to enter the country and train Mexican special
forces. Trump proceeded with the terrorist designations anyway and continues to
threaten Mexico with tariffs. El Salvador, for its part, agreed to
take in migrants of any nationality who are deported from the United States in
exchange for an extension of temporary protected status for Salvadorans already
in the United States.
These initial
successes may support the perception that Trump is building up U.S authority
across the Western Hemisphere. But extracting a series of concessions from
weaker neighbors is not an effective strategy in the long term, because it
doesn’t take into account rapidly shifting regional dynamics that the United
States is unwittingly accelerating with its belligerent behavior.
Many countries in the
Western Hemisphere are shrewdly hedging their bets—neither turning away from
the United States completely nor closing themselves off to U.S. competitors.
China, in particular, has made significant inroads in Latin America, where it is
often seen as a reliable source of the kinds of investment and diplomatic
engagement that the United States no longer consistently provides.
Trump’s threats and
intimidation tactics cannot provide a stable foundation for long-term U.S.
primacy in the region. For a president who prides himself on “the art of the
deal,” he has, in Latin America, made significant demands while offering few
benefits in return. Far from rejecting transactional diplomacy, regional
leaders crave genuine give-and-take relationships in which their priorities
receive consideration. If the United States wants to counter China’s influence,
it must offer tangible alternatives that address local concerns. The U.S.
demander in chief must learn that real deals are predicated on mutual
advantage. He must position the United States as a source of opportunity rather
than one merely of pressure.
U.S. President Donald Trump aboard Air Force One,
Washington, D.C., March 2025
A Door Left Open
Since the end of the
Cold War, Washington has taken its hemispheric dominance for granted, focusing
on conflicts in the Middle East, European security, and Asian competition while
offering the Americas little substantive engagement. This neglect created opportunities
for China and Russia to advance their strategic interests while satisfying the
region’s investment and partnership needs.
China has made
widespread and durable inroads in Latin America to secure reliable supplies of
energy, minerals, and various food products; identify targets for Chinese
investment, such as hydroelectric dams in Ecuador and railway projects in
Argentina; cultivate diplomatic support from the Latin America caucus in the
United Nations; and gain leverage over the United States by showing that it can
operate in Washington’s traditional sphere of influence. Today, China has
displaced the United States as the primary trading partner for several major
economies and persuaded most countries in the region to break off formal ties
with Taiwan. Nascent programs for Chinese cooperation with police and military
forces in Latin America have laid the groundwork for expanded security
relationships. Crucially, China has achieved these pragmatic gains
through diplomacy and without directly confronting the United States.
Moscow has pursued a
narrower strategy focused on security relationships. Russia has built military
ties with Cuba, Nicaragua, and Venezuela, providing these states with weapons
systems, military training, and intelligence support. It has also launched disinformation
campaigns that exploit and inflame grievances with the United States. Although
Russia’s presence in the region is less visible than China’s, its influence
operations continue to frustrate the United States, and at little cost to the
Kremlin.
Consensus is growing
in Washington about the seriousness of these threats, as evidenced by
bipartisan congressional statements and Pentagon assessments. General Laura
Richardson, the commander of U.S. Southern Command from 2021 to 2024, recently
warned that China is “playing chess” in the Western Hemisphere while the United
States is “playing checkers”—a reference to the success of Beijing’s patient
and holistic approach to the region.
The first Trump
administration and the Biden administration both failed to
meaningfully diminish Beijing’s economic footprint or Moscow’s strategic
presence. Cuba’s communist government, which maintains close ties with both
China and Russia, kept its grip on power despite renewed U.S. economic restrictions
that further damaged the Cuban economy. Washington’s recognition of an
opposition candidate’s claim to the Venezuelan presidency in 2019 failed to
dislodge Nicolás Maduro from power, and a botched coup attempt the same year
led by former U.S. special forces members only complicated the relationship
further. (The U.S. government denied involvement in the coup attempt.) In 2019
and 2020, the White House tried to exclude the Chinese technology giant Huawei
from Latin American 5G networks by warning governments about security and
surveillance risks. But it offered no incentives for compliance; Huawei
remained the most cost-effective option, and the persuasion campaign failed.
Even apparent
victories have proved hollow. The first Trump administration managed to
renegotiate the North American Free Trade Agreement into the U.S.-Mexico-Canada
Agreement, but the intended effects—bringing manufacturing jobs back to the
United States and reducing the country’s trade deficit with Mexico—have hardly
materialized. In 2020, the administration installed Mauricio Claver-Carone, a National Security Council official, as the
first U.S. president of the Inter-American Development Bank, a significant
funder of development projects in Central and South America. The purpose was to
curtail China’s influence in the institution—an ironic move, given that a
decade earlier, Washington had invited Beijing to help capitalize the bank in
order to reduce U.S. operational costs. The move backfired: the bank’s board of
governors, on which China remains an observer, removed Claver-Carone
after allegations of improper behavior involving a subordinate. The gambit did
nothing to reduce Chinese investment flows across the region.
Such failures arose
from the first Trump administration’s toxic brew of ideological
rigidity, bureaucratic incompetence, and interagency feuding. When the
administration could agree on a Latin American strategy, it was almost always
advanced via unilateral demands rather than through diplomacy with the relevant
countries. The administration’s failure to grasp Latin America’s growing
agency—its ability to pursue policies independent of the United States and
despite U.S. pressure—resulted in diplomatic tone-deafness. Washington demanded
that countries steer away from China without offering any meaningful economic
or political alternatives, essentially asking them to forgo billions of
dollars’ worth of critical investments and strategic partnerships while
receiving nothing in return.
The second Trump
administration appears more focused and is centering its regional policy on a
few clear priorities: stopping migration, instituting tariffs, and preventing
the trafficking of fentanyl. This time, U.S. neighbors are experiencing real
effects. Deportation rates have surged. Punishing tariffs have been imposed on
Brazil, Canada, and Mexico, disrupting established trade patterns. The
administration has also placed unprecedented diplomatic and economic pressure
on Mexico to curtail synthetic opioid manufacturing within its borders. But can
such a predatory approach, however disciplined, succeed in realigning the
Western Hemisphere with U.S. interests?
The Power to Choose
For many countries in
the region, this newfound independence from the United States stems not from
ideology but self-interest. Unlike in previous decades, Latin American
countries have economic alternatives, and have found stable sources of capital,
technology, and export markets in China, the European Union, and Gulf states.
This economic pluralism has reshaped their geopolitical calculus: diversified
economic and diplomatic relationships help mitigate the risks posed by the
United States and embolden some countries to more confidently defy U.S.
preferences.
Despite campaign
rhetoric promising alignment with the United States, Argentina’s libertarian
president, Javier Milei, has maintained excellent working relations with China,
which is his country’s second-largest trading partner. Brazil’s center-left
president, Luiz Inácio Lula da Silva, has
tried to vastly expand economic and diplomatic ties with China. Even Canada,
the United States’ closest ally and largest trading partner, has developed its
hedging strategy. Despite deep economic integration with the United States
through the U.S.-Mexico-Canada Agreement, Ottawa has actively diversified its
trading partners, signing agreements with the European Union and joining the
Comprehensive and Progressive Agreement for Trans-Pacific Partnership, a free
trade accord with ten other countries in the Pacific. When Trump threatened to
tear up the North American Free Trade Agreement during his first term, Canada
responded by accelerating those efforts and refusing to fully align with the
United States’ China policy. And Ottawa’s targeted retaliations to Trump’s
recent aluminum and steel tariffs further demonstrate that Washington’s
economic coercion has at least partially alienated even its most integrated,
codependent neighbors.
There’s a real threat
of backlash to Trump’s heavy-handed approach. The more aggressively he attempts
to reassert U.S. hegemony in the Western Hemisphere, the more likely it is that
regional governments will redouble their efforts to develop alternative sources
of support and investment. Trump’s bullying may therefore yield short-term
concessions but undermine the kind of long-term influence he craves. Regional
countries maintain relations with the United States when it is beneficial to
them but have developed the capacity to turn elsewhere when the old regional
hegemon becomes too threatening.
Trump’s leadership
style may itself be a liability. Latin American leaders are accustomed to their
own populists and are thus unlikely to be swayed by the U.S. president’s
theatrics. When these experienced politicians watch Trump mix family business
with state affairs, appoint relatives to positions of power, use his office to
evade legal troubles, engage in bombastic self-promotion, demean his opponents,
and display authoritarian impulses, they don’t see the leader of the free
world—they see the gringo version of a familiar archetype. In
seeking to make America great again, Trump has, from a Latin American lens, instead made it eerily
familiar.
Crowd Control
Renewed U.S. hegemony
in the Western Hemisphere requires something more durable than fear: measures
that offer clear paths to prosperity and security. To be sure, the United
States remains the region’s dominant power, capable of inflicting significant
damage. But in an increasingly multipolar world, its primacy can no longer be
taken for granted. Ultimately, the United States needs to work with Latin America to manage transnational
challenges—including migration and drug trafficking—that cannot be solved by
walls or unilateral action alone. The path forward is a fundamental reimagining
of the United States’ hemispheric relations. Washington must revamp its rules,
its institutions, and its mindset to create conditions for mutually beneficial
cooperation with its neighbors, particularly because many of them can now
choose to withhold their cooperation. Coercion cannot substitute for meaningful
political engagement.
To start, the United
States should not try to force Latin American countries to move away from
China. They will not be persuaded by external pressure but by what drew them
toward Beijing in the first place: self-interest. As such, the United States
should help these countries recognize the dangers of deepening their dependence
on Beijing, including how China’s aggressive trade practices can undermine
local industries and how Beijing uses its diplomatic and economic partnerships
for geopolitical leverage, specifically against U.S. interests. It is
especially critical to convince Latin American countries that it is in their
own interest to prevent China from developing military and defense capabilities
in the Western Hemisphere that could challenge the region’s security dynamics.
To accomplish these
aims, Washington could support the development of mechanisms tailored to each
country’s needs that can screen investments for national security concerns. It
could share intelligence on Chinese and Russian disinformation operations, establish
early-warning systems for predatory trade practices, provide satellite and
intelligence support to combat illegal fishing operations in territorial
waters, and offer technical assistance to protect critical sectors from
cyber-espionage. By delivering tangible value and expertise, the
United States would position itself as a helpful partner safeguarding regional
sovereignty.
This will take time.
Most Latin American countries do not currently see Beijing as a threat to their
economies, their democratic systems, or the security of their citizens, but as
a source of investment, infrastructure, and export markets unencumbered by the
historical baggage of U.S. interventionism. There is no doubt that Washington’s
red lines will be a hard sell. Countries across the region are justifiably
skeptical of any U.S. attempt to define the boundaries of their relationships
with other powers. But unlike the current coercive approach, a strategy of
persuasion demands genuine engagement and collaborative risk assessment. And
its goal would be not to dictate terms but to help regional states recognize
how unchecked ties with China could eventually undermine their strategic
autonomy. Such an approach would require the United States to reimagine itself
as a regional power committed to helping its neighbors preserve their
independence.
If U.S. policymakers
were willing to think more creatively, they might even contemplate cooperation
with China in select areas—such as infrastructure development or climate
resilience—that are of concern to both countries and to the region at large.
For China, such cooperation would be a means of securing access to markets and
resources without provoking a confrontation. For the United States, it would
signal a shift from reactive coercion to proactive leadership. And Latin
American states would not only escape the strains of great-power competition
but also benefit from great-power collaboration. Although this approach demands
policy coherence and diplomatic discipline—qualities in short supply in Trump’s
Washington—it offers a far more credible path toward renewing U.S. influence in
a region that will not be easily coerced into alignment.
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