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| Hiroshima, May 27, 2016 |
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| Hiroshima, May 27, 2016 |
On March 19, 2026, the White House held a dinner honoring Japanese Prime Minister Sanae Takaichi. The menu was carrot ginger velouté, Maine lobster au gratin with corn puree and asparagus, and strawberry and vanilla cream gateau.
Only one celebrity attended. This was Japanese golf legend Mr. Hideki Matsuyama, Otherwise attendees were CEOs of major American companies, senior government officials, and two full-time lobbyists who are Trump loyalists. Only three Japanese CEOs of American operations were at the dinner: Mitsubishi, Hitachi, and Toyota. Masayoshi Son, SoftBank Group CEO and founder, was the only corporate head leading from Japan.
Notably, there was not one State, Defense or Commerce official tasked with or expert in Japan or the Indo-Pacific. There were no American second tier officials to match with their Japanese counterparts who were present at the dinner.
Scholars, think tankers, and nonprofit executives expert on Japan who "manage" the relationship were also not present. It is very unusual to have such a dinner without attendees familiar with Japanese politics, economy, culture, and history.
Takaichi cleverly used a male interpreter to project power to Trump. He heard a strong male voice in "her" comments. The President had a woman interpreter, whose high-pitched voice subtly diminished him to the Japanese. She was, however, likely to have made Trump more understandable to Takaichi.
Another notable feature of the dinner, and indeed the visit ,is that Trump never once said the Prime Minister's name. "Takaichi" was just too much to say for the President.
Full guest list for White House dinner for the Japanese prime minister
1 The President of the United States Donald Trump
2 Her Excellency TAKAICHI Sanae, Prime Minister of Japan
3 Mr. Andrew Abboud, Las Vegas Sands Corp. Vice President of Government Affairs
4 Dr. Miriam Adelson, spouse of the late Sheldon Adelson, founder Las Vegas Sands Corp
5 Mr. AKAHORI Takeshi, Senior Deputy Minister for Foreign Affairs
6 His Excellency AKAZAWA Ryosei, Minister of Economy, Trade and Industry
7 Mr. Jim Allen, chairman of Hard Rock International
8 Mr. Cristiano Amon, CEO and president, Qualcomm
9 Mr. ARAI Masayoshi, Director-General, Trade Policy Bureau, Ministry of Economy, Trade and Industry
10 Mr. ARIMA Yutaka, Director-General, Foreign Policy Bureau, Ministry of Foreign Affairs
11 The Honorable Scott Bessent, Secretary of the Treasury
12 The Honorable James Blair, White House, Deputy Chief of Staff for Legislative, Political and Public Affairs
13 The Honorable Pam Bondi, Attorney General
14 Mr. Greg Brockman and Mrs. Anna Brockman, OpenAI co-founder.
15 The Honorable Doug Burgum, Secretary of the Interior
16 The Honorable Lori Chavez-DeRemer, Secretary of Labor
17 The Honorable Sean Duffy, Secretary of Transportation
18 Mr. Larry Fink, BlackRock CEO;
19 The Honorable George Glass, Ambassador of the United States to Japan and Mrs. Amy Glass
20 Mr. David Goeckeler, Sandisk CEO;
21 The Honorable Jamieson Greer, United States Trade Representative
22 The Honorable Bill Hagerty, United States Senator from Tennessee and Mrs. Christine Hagerty
23 Mr. HAYASHI Makoto, Executive Secretary to the Prime Minister
24 The Honorable Pete Hegseth, Secretary of War
25 Mr. ICHIKAWA Keiichi, National Security Advisor
26 Mr. IIDA Yuji, Executive Secretary to the Prime Minister
27 Mr. IIJIMA Isao, Special Advisor to the Cabinet, noted Japanese political fixer
28 Mr. Takajiro Ishikawa, President & CEO of Mitsubishi Heavy Industries America
29 Mr. KANO Koji, Vice Minister of Defense for International Affairs
30Dr. Alex Karp, CEO of Palantir
31 Mr. Arvind Krishna, IBM CEO
32 Mr. KUMAGAI Naoki, Director General of the North American Affairs Bureau in the Ministry of Foreign Affairs
33 The Honorable Kelly Loeffler, Administrator of the Small Business Administration
34 Mr. Palmer Luckey, founder of Anduril
35 The Honorable Howard Lutnick, Secretary of Commerce
36 Mr. MATANO Motosada, Director-General, Economic Affairs Bureau, Ministry of Foreign Affairs
37 Mr. Hideki Matsuyama, first Asian to win the Masters
38 The Honorable Linda McMahon, Secretary of Education
39 Mr. Sanjay Mehrotra, Micron CEO
40 Mr. Michael Miebach, CEO Mastercard
41 Mr. Jason Miller, lobbyist, SHW Partners, Trump adviser
42 Mr. Jeff Miller, lobbyist, Miller Strategies, former Republican Representative from Florida
43 The Honorable Stephen Miller, White House deputy chief of staff for policy and homeland security
44 Mr. MIMURA Atsushi, Vice Minister of Finance for International Affairs, Ministry of Finance
45 His Excellency MOTEGI Toshimitsu, Minister of Foreign Affairs
46 Mr. NAMAZU Hiroyuki, Senior Deputy Minister of Foreign Affairs of Japan
47 Mr. Michael Needham, 37th Counselor of the U.S. Department of State and Director of Policy Planning.
48 Mr. Tetsuo Ogawa, President and Chief Executive Officer, Toyota Motor North America, Inc.
49 Mr. Kelly Ortberg, Boeing CEO
50 Mr. OZAKI Masanao, Deputy Chief Cabinet Secretary
51 Mr. Sundar Pichai, Google CEO
52 Mr. Ted Pick, CEO Morgan Stanley
53 The Honorable James Risch, United States Senator from Idaho and Mrs. Vicki Risch
54 Mr. Horacio Rozanski, president and CEO Booz Allen Hamilton
55 The Honorable Marco Rubio, Secretary of State
56 Mr. SAIKI Kozo, Cabinet Secretary for Public Affairs
57 Mr. Shyam Sankar, chief technology officer and executive vice president, Palantir
58 Mr. Masayoshi Son, SoftBank Group CEO
59 Mr. James Taiclet, CEO Lockheed Martin
60 Mr. TAKAZAWA Yoshinori, Director, First North America Division, Ministry of Foreign Affairs
61 Mr. Charlie Takeuchi, Vice President and Executive Officer of Hitachi Ltd., and President & CEO of Hitachi Americas
62 Mr. Hock Tan, Broadcom CEO
63 The Honorable Scott Turner, Secretary of Housing and Urban Development
64 The Vice President of the United States, JD Vance
65 The Honorable Russell Vought, Director of the Office of Management and Budget
66 The Honorable Chris Wright, Secretary of Energy
67 His Excellency YAMADA Shigeo, Ambassador of Japan to the United States of America
68 The Honorable Lee Zeldin, Administrator of the Environmental Protection Agency
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CROSS-STRAIT CROSSROADS: PATHWAYS FOR AMERICA’S TAIWAN POLICY. 3/23, 10:00-11:15am (EDT), HYBRID. Sponsor: Brookings. Speakers: Jennifer Kavanagh, Senior Fellow and Director of Military Analysis, Defense Priorities; Bonnie S. Glaser, Managing Director of the Indo-Pacific Program, The German Marshall Fund of the United States; David Sacks, Fellow for Asia Studies, Council on Foreign Relations; Matthew Turpin, Senior Advisor, Palantir Technologies, Visiting Fellow, Hoover Institution; Moderators: Ryan Hass, Director, John L. Thornton China Center, Senior Fellow, Foreign Policy, Center for Asia Policy Studies, John L. Thornton China Center, Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies; Jude Blanchette, Distinguished Tang Chair in China Research; Director, RAND China Research Center – RAND.
WHAT TO EXPECT FROM TRUMP’S BEIJING VISIT. 3/23, 10:00am (EDT), HYBRID. Sponsor: Atlantic Council. Speakers: Kurt M. Campbell, Chairman and Co-Founder, The Asia Group, Former Deputy Secretary, United States Department of State (2024-2025); Moderator: Melanie Hart, Senior Director, Global China Hub, Atlantic Council.
TAIWAN’S SPACE AMBITIONS AND THE FUTURE OF U.S.–TAIWAN COOPERATION. 3/23, 10:30-11:00am (EDT), VIRTUAL. Sponsor: CSIS. Speakers: Jong-Shinn Wu, Director General, Taiwan Space Agency; Chirag Parikh, Senior Adviser (Non-resident), Aerospace Security Project; Kari A. Bingen, Director, Aerospace Security Project and Senior Fellow, Defense and Security Department.
TRANSATLANTIC RELATIONS IN AN ERA OF UPHEAVAL. 3/23, 11:00am (EDT), VIRTUAL. Sponsor: Atlantic Council. Speakers: Tyson Barker, Nonresident Senior Fellow, Europe Center, Atlantic Council; Frances Burwell, Distinguished Fellow, Europe Center, Atlantic Council; Daniel Fried, Weiser Family Distinguished Fellow, Atlantic Council; Moderator: Amanda Thorpe, Nonresident Senior Fellow, Europe Center, Atlantic Council.
WAR AND UNCERTAINTY IN THE MIDDLE EAST: ASSESSING THE NEXT PHASE. 3/23, 11:00am-Noon (EDT), VIRTUAL. Sponsor: Middle East Institute. Speakers: Lieutenant General Sam Mundy, USMC (Ret.), Distinguished Military Fellow, Middle East Institute; Colby Connelly, Senior Fellow, Middle East Institute; Moderator: Kenneth M. Pollack, Vice President for Policy, Middle East Institute.
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TAIWAN'S SHIFTING GLOBAL LANDSCAPE: SECURITY, PARTNERSHIPS, AND IMPLICATIONS. 3/23, 1:00-3:30pm (EDT), HYBRID. Sponsor: Institute for Indo-Pacific Security (IIPS). Speakers: Ian Easton, Associate Professor, U.S. Naval War College; Rupert Hammond-Chambers, President, U.S.-Taiwan Business Council; Patrick Nevins, Deputy Staff Director, House Armed Services Committee; Gregory Brown, Executive Director, Alliance Futures Initiative; Iku Tsujihiro, Research Associate, Hudson Institute; Japhet Quitzon, CSIS.
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Japan’s Annual Budget Bill Passes the Lower House
PRIORITIZING POLITICAL PRISONER ADVOCACY ACROSS CHINA. 3/16, 9:30am-2:00pm (EDT), HYBRID. Sponsor: Hudson Institute. Speakers Include: Grace Jin Drexel, Daughter of Pastor Ezra Jin Mingri; Olivia Enos, Senior Fellow, Hudson Institute; Gao Pu, Son of detained Pastor Gao Quanfu and his wife, Pang Yu; Corey Jackson, Founder and President, Luke Alliance; Michael Kovrig, Former Canadian detained in China for his human rights advocacy.
AI AND TECHNOLOGY FACILITATED GENDER-BASED VIOLENCE: ADVANCING JUSTICE FOR WOMEN AND GIRLS. 3/16, 10:30am-Noon (EDT), VIRTUAL. Sponsor: Athena Initiative, George Washington University. Speakers: Amina Iman; Kate Piersall; Anna Arango; Mahira Ahmed; Moderator: Sarah Ali.
STRATEGIC AMBITIONS: CHINA’S POLICY FOCUS ON TECHNOLOGY, RESOURCES AND FINANCE. 3/16, Noon-1:30pm (JST), 3/15, 11:00pm-12:30am (EDT), HYBRID. Sponsor: Asia Society Japan – Policy Salon Tokyo. Speaker: Alicia García Herrero, Adjunct Professor, Hong Kong University of Science and Technology, Senior Fellow, BRUEGEL, Chief Economist for Asia Pacific, NATIXIS.
CAN THE US UNLOCK THE STRAIT OF HORMUZ? 3/16, 11:00am-Noon (EDT). Sponsor: Middle East Institute. Speakers: Alex Vatanka, Senior Fellow, Middle East Institute; Kevin Donegan, Distinguished Military Fellow, Middle East Institute; Moderator: Kenneth M. Pollack,Vice President for Policy, Middle East Institute.
RISKS, PROSPECTS, AND PATHS FORWARD FOR FREEDOM IN IRAN. 3/16, 11:00am-Noon (EDT), VIRTUAL. Sponsor: Freedom House. Speakers: Nazanin Boniadi, Actress and Human Rights Activist; Ladan Boroumand, Co-founder, Abdorrahman Boroumand Center for the Promotion of Human Rights and Democracy, Iran; Holly Dagres, Libitzky Family Senior Fellow, Viterbi Program on Iran and U.S. Policy, Washington Institute; Jamie Fly, Chief Executive Officer, Freedom House; Gissou Nia, Director, Strategic Litigation Project, Atlantic Council.
NATO AFTER RUSSIA’S INVASION OF UKRAINE: THREAT PERCEPTIONS AND THEIR CONSEQUENCES. 3/16, Noon-1:00pm (EDT), IN PERSON ONLY. Sponsor: American-German Institute. Speakers: Eric Langenbacher, Senior Fellow and Director of the Society, Culture & Politics Program, AGI; Jason Davidson, Nonresident Senior Fellow, Transatlantic Security Initiative, Atlantic Council; Professor of Political Science and International Affairs, University of Mary Washington; Moderator: Jeff Rathke, President and Director of the Foreign & Security Policy Program, AGI.
INDO-PACIFIC LOGISTICS AND SUSTAINMENT PRIORITIES. 3/16, 1:00-2:00pm (EDT), VIRTUAL. Sponsor: International Stability Operations Association (ISOA). Speakers: Michael Mazza, Institute for Indo-Pacific Security; Michael Siegl, Siegl Innovation LLC; Moderator: John Gastright, Amentum.
A CONVERSATION WITH AMBASSADOR KEVIN RUDD. 3/16, 2:00-3:00pm (EDT), VIRTUAL. Sponsor: CSIS. Speakers: Kevin Rudd, Australia's Ambassador to the U.S.; John J. Hamre, CSIS President and CEO, and Langone Chair in American Leadership; Charles Edel, Senior Adviser and Australia Chair.
TURKEY IN A MIDDLE EAST AT WAR. 3/16, 2:00-3:30pm (EDT), HYBRID. Sponsor: Brookings. Speakers: Suzanne Maloney, Vice President and Director, Foreign Policy; Joe Wilson (R-S.C.), United States House of Representatives, Chairman, U.S. Helsinki Commission; Aslı Aydıntaşbaş, Fellow, Foreign Policy, Center on the United States and Europe, Director, The Turkey Project; Philip H. Gordon, Sydney Stein, Jr. Scholar, Foreign Policy, Strobe Talbott Center for Security, Strategy, and Technology; David M. Satterfield, Director, Baker Institute for Public Policy - Rice University, Former U.S. Ambassador to Turkey; Moderator: Humeyra Pamuk, White House Correspondent, Reuters.
PUTIN’S WAR AGAINST THE WEST: A CONVERSATION WITH THE FORMER US AMBASSADOR TO THE RUSSIAN FEDERATION. 3/16, 4:30-6:00pm (EDT), HYBRID. Sponsor: MIT Center for International Studies. Speakers: Ambassador John J. Sullivan, Former US Deputy Secretary of State, Former US Ambassador to the Russian Federation; Carol Saivetz, Senior Fellow, MIT Security Studies Program, Center for International Studies (CIS); Elizabeth Wood, Ford International Professor of History, MIT.
RUSSIA AND CHINA: GAINING FROM THE WAR WITH IRAN? | STATE OF PLAY. 3/16, 4:00-4:30pm (EDT), VIRTUAL. Sponsor: CSIS. Speakers: Bonny Lin, Director, China Power Project and Senior Adviser; Maria Snegovaya, Senior Fellow, Europe, Russia, and Eurasia Program; Will Todman, Chief of Staff, Geopolitics and Foreign Policy Department; and Senior Fellow, Middle East Program.
What is the significant situation with the U.S. war in Iran
By Takuya Nishimura, Senior Fellow, Asia Policy Point
Former editorial writer for the Hokkaido Shimbun
You can find his blog, J Update here.
March 9, 2026
Japan received the news of the U.S. and Israeli attack on Iran with some surprise even though, back in mid-January, the Foreign Ministry had advised Japanese citizens in Iran to evacuate immediately. Despite the Japanese government’s position that Russia’s invasion of Ukraine violated international law, the Sanae Takaichi administration has declined to assess the legality of the bombing in Iran. Takaichi has taken a limited public role: she watches, waits, and does what is necessary to evacuate Japanese citizens in the region. Meanwhile, markets in Japan have been volatile considering fundamental concerns about the availability of oil and liquified natural gas (LNG) from the Middle East.
Takaichi was in Tokyo when she received the first report of the U.S. attack. It was February 28 and she was scheduled to leave for Kanazawa, Ishikawa, to give a campaign speech supporting Governor Hiroshi Hase in an election on March 8. Although the war’s outbreak gave Takaichi a full agenda of things to do, she made no change to her schedule.
Asked about that decision in discussions at the Committee on Budget in House of Representatives, Takaichi insisted that her decision was not inappropriate, because she was kept informed on developments in Iran and could make a decision regardless of her geographic location. Although she did not say so, her support of Hase was probably a high personal priority: like Takaichi, Hase was a longtime member of Shinzo Abe’s faction and served in the Diet from 1995 to 2022. In any case, despite Takaichi’s support, Hase was not reelected.
The response of the Takaichi administration to the war in Iran has been slow in coming and has not yet fully emerged. After a security conference with the ministers on the evening of February 28, the Chief Cabinet Secretary (CCS), Minoru Kihara, stressed the government’s effort to collect information and to protect Japanese citizens in the region. Asked about a legal basis for the attack by the U.S., Kihara did not answer directly and instead rebuked Iran for its development of nuclear weapons.
By contrast, when Russia invaded Ukraine in February 2022, then prime minister Fumio Kishida accused Russia of a breach of the United Nations Charter that directs all members to refrain from “threat or use of force against the territory integrity of political independence of any state.” Takaichi has refrained from making a similar interpretation of international law even after the leadership in Iran announced the death of Iran’s supreme leader, Ali Khamenei, in a military strike.
In the debate in the Lower House Budget Committee on March 2, the chairwoman of the Japan Communist Party, Tomoko Tamura, asked Takaichi to persuade the U.S. and Israel to stop their attack. Takaichi said that she did not have sufficient information about the war. “Our government refrains from making legal judgments,” Takaichi said, adding that she did not know whether the U.S. and Israel strikes were in self-defense and that Japan had been supporting nuclear talks by the U.S., Iran, and other interested countries.
Rather than focusing on the war, Takaichi is taking this time to implement her conservative agenda. Given the unstable international security environment, her administration is removing restrictions on exporting military weapons. On March 6, the LDP and Japan Innovation Party publicly recommended revisions to the “three principles for transfer of defense equipment” to unleash Japan’s exports of lethal weapons.
In a meeting with Canadian Prime Minister Mark Carney in Tokyo on March 6, Takaichi emphasized the importance of Canada in promoting a “free and open Indo-Pacific.” They agreed to continue to cooperate to enhance the supply chain for crucial minerals to protect against Chinese restraints. In a telephone conversation with German Chancellor, Friedrich Merz, on March 5, Takaichi also shared concerns about supply chains with him. Takaichi is more concerned about the Indo-Pacific and China than about the Middle East and Iran although Japan relies heavily on oil production there.
Over a month before the attacks in Iran, on January 16, the Ministry for Foreign Affairs raised the level of warning for travelers in Iran to Level 4, the highest level, which is a recommendation to evacuate immediately. Takaichi’s top priority at the beginning of the war was how to keep the 200 Japanese citizens in Iran safe. This challenge has broadened after strikes by Iran in other Middle Eastern countries where Japanese citizens also live, work, and travel. There have been no reports so far of Japanese victims of the war although two Japanese are in custody in Iran.
Japan’s greatest concern is not political but economic. Japan depends on the Middle East for over 95 percent of its crude oil. Japanese ships loaded with crude oil or LNG must pass through the Strait of Hormuz. Iran has warned that Iranian Revolutionary Guards will fire on any ship trying to pass through the strait. The strait is effectively closed since the military attack by the U.S. and Israel started. (Historians may recall the Nissho Maru incident in 1953 when a Japanese tanker was one of the few that breeched the British blockade of the Strait to eventually deliver oil to Japan.)
To avoid a panic, Takaichi has stressed that Japan has sufficient reserves of crude oil. “We have an oil reserve for 254 days,” she said in the discussion in the Lower House budget committee. Crude oil prices have since been extremely volatile. On March 9, the per-barrel price of crude oil opened at $98 and rose to nearly $120. Later in the day, President Trump said that the war, which he described as “a little excursion” was “very complete, pretty much.”
The price fell sharply, and later in the day in the U.S. crude oil was trading in the range of $85 to $90. The Japanese stock market closed on March 9 before Trump’s remarks. Given the then concerns about the negative impact of the continuing closure of the Strait of Hormuz, the Nikkei 225 index plunged significantly by about 3,000 points, or just over 5 percent.
The Takaichi administration abolished the temporary gasoline tax at the end of 2025. Since then, the retail price of gasoline in Japan has apparently declined. Oil price hikes caused by the war in Iran are likely to exceed the benefit of that tax cut. In the intensive debate on Iran at Lower House Budget Committee on March 9, Takaichi promised to take additional measures to support price of gasoline, electricity and gas supply without forming any supplemental budget.
Over ten years ago, in 2015, former prime minister Shinzo Abe said that the closing of the Strait of Hormuz might be a “survival threatening situation” in which Japan could exercise its right of collective self-defense and use force. Will Japan attack Iran if Iran blocks the strait? “We do not think that we have reached that situation,” said CCS Kihara, who described the war, at the moment, as not a “survival threatening situation [存立危機事態].”
In the March 9 discussion, Takaichi also declined to recognize the war in Iran as a “significant influence situation [重要影響事態]” in which Japan may have to give logistical support to its American ally. Foreign Minister Toshimitsu Motegi explained that Japan had not received any request from the U.S. for that logistical support. Although Japan has various concepts of a “situation,” it is not clear how it pictures current situation in Iran.
How the War in Iran Reshapes South Korea and Japan’s Nuclear Strategy
by Daniel Sneider, lecturer in East Asian studies at Stanford University, non-resident distinguished fellow at the Korea Economic Institute of America, and APP Member.
First Published March 13, 2026 on The Peninsula.
The Iran war has delivered a verdict on nuclear latency, or the strategy of possessing the capability to develop a nuclear weapons program while stopping short of crossing the weaponization threshold. There are significant implications for Northeast Asia, as South Korea and Japan are pursuing such a strategy amid eroding confidence in U.S. extended deterrence. And both may have latent capability close enough to alarm adversaries but insufficient to deter them.
However, if nuclear latency proves to catalyze rather than prevent conflict, the foundational assumptions underpinning nonproliferation strategy require a fundamental reassessment.
The Failure of Nuclear Latency in Iran
Nuclear latency is defined as having the capability to rapidly develop nuclear weapons—having the fissile material to make a bomb, the technology to construct a warhead, and the means to deliver the weapons—without crossing the threshold. In theory, nuclear latency acts effectively as a deterrent against external attack without ever paying the costs, both material and diplomatic, of acquiring nuclear weapons.
“The theory behind the threshold strategy had a certain appeal: maintain latent capability as a deterrent, avoid the diplomatic costs of overt weaponization, preserve the Supreme Leader’s fatwa against nuclear weapons, keep the door open to negotiations, and explore if you might be able to manifest non-weaponized nuclear deterrence effects of some kind,” Stanton Senior Fellow at the Carnegie Endowment for International Peace Ankit Panda wrote of Iran.
But latent deterrence depends on two conditions—making your adversary believe you can rapidly cross the threshold if attacked and offering a diplomatic alternative to war. But Iran constructed what Panda described as the worst possible nuclear posture: proximate enough to a weapon to justify preventive attack, “yet unwilling to cross the threshold that might have actually prevented one.”
Parallel Paths in Seoul and Tokyo
Despite its singular historical experience as the only nation subjected to a nuclear attack, Japan has maintained a deliberate hedging strategy for decades. For example, it has a stockpile of forty-five tons of weapons-grade plutonium (eight tons of it held in Japan), the capability to enrich uranium, ballistic-missile technologies developed under its satellite-launch programs, and advanced fighter aircraft with nuclear delivery potential. A recent report by the International Atomic Energy Agency observed that Japan’s latency hedges against regional threats while simultaneously functioning as diplomatic leverage against the United States—an implicit signal that weakening security guarantees could trigger rapid proliferation.
South Korea has long sought capabilities similar to Japan’s but has been thwarted by the 123 Agreement with the United States, a civil nuclear pact that restricts Korea’s ability to produce fissile material and develop potential delivery systems. The Lee Jae Myung administration is negotiating changes to the agreement, specifically regarding uranium enrichment to build nuclear-powered submarines. What was once a predominantly conservative aspiration now spans the political spectrum.
For both South Korea and Japan, the unstated driver for nuclear latency is not only the threat from China, North Korea, and Russia, but increasing doubts about the reliability of the U.S. commitment to provide extended deterrence.
“The U.S. role in the world is changing in fundamental ways as Washington takes deliberate steps away from the rules-based order that it helped build in the years following World War II,” states a joint report from the Center for Strategic and International Studies and the Asan Institute for Policy Studies, published in February 2026. “These shifts…have also yielded new questions regarding the enduring nature of the U.S. commitment to the alliance.”
The Erosion of Restraint
Historically, two forces constrained South Korean and Japanese nuclear ambitions: a credible U.S. nuclear umbrella and a U.S. non-proliferation policy that actively opposed any steps in this direction. Both of those restraints are now in question.
Extended deterrence “was never completely credible to the Japanese which is why they keep going back to ask for us to give them more assurance,” Richard Samuels, professor at the Massachusetts Institute of Technology who has written extensively on this issue, told this writer. “We would be foolish to imagine that the Japanese are not having second thoughts,” Samuels warned, drawing a direct parallel to conversations in Germany and France.
Former Lieutenant General Noboru Yamaguchi, a senior government advisor, went further. “It is impossible to prove extended deterrence is valid,” he explained to this writer. “Deterrence is about how we feel. It was questionable during the Cold War. Now I don’t believe in any kind of deterrence.”
If the Donald Trump administration no longer opposes allied proliferation, as Trump himself has signaled at times, then both South Korea and Japan can move more openly down the road of a robust nuclear latency without triggering the consequence of diplomatic isolation.
“Suppose you don’t get the blowback from the Americans,” former Director of Los Alamos National Laboratory Siegfried Hecker told this writer, “that takes away a lot of the negatives for South Korea, and for Japan.”
The Window of Vulnerability
The critical question is whether adversaries might act as the United States and Israel have done and attempt to destroy South Korea and Japan’s nuclear capability before it crosses the threshold.
“At the end of the day, the people you have to convince are not the Japanese or the Koreans,” comments Professor Samuels. “The people you have to convince are the adversaries—the Chinese and the Russians. We might have been looking in the wrong place.”
Nuclear expert Panda wrote that China and Russia may initially resort to gray-zone tactics. These could include cyberattacks such as those launched against Iran previously. If the United States maintains a limited nuclear umbrella, he told this writer, they might want to stop short of the use of force.
The biggest problem will be what analysts call the “window of vulnerability,” the gap in time between when South Korea and Japan clearly move toward weaponization and when they cross that threshold. That window widens significantly if the goal is tangible deterrence that requires a survivable arsenal with submarine-launched ballistic missiles.
Japan holds a substantial advantage. Hecker, a plutonium metallurgist by training with deep knowledge of China, North Korea, and Russia’s nuclear programs, assessed that Japan could direct the assembly of a uranium weapon in six months to a year. A plutonium weapon would likely take up to two years. South Korea faces a longer timeline, according to the former Los Alamos director—two-plus years to produce fissile material alone. But they may be further along in the technical research needed to construct a working weapon, Panda added.
One unconventional scenario includes a South Korea-Japan partnership where South Korea contributes weaponization expertise and Japan supplies fissile material. “It would be a marriage made in heaven,” says Panda.
Conclusion
Nuclear latency may prove to be an accelerant to precisely the conflicts it was designed to prevent. “The North Koreans may pull the Russians in to do something,” suggests Hecker, if South Korea and/or Japan move toward a weapons threshold. “China will be incensed…if there is one thing that gets the Chinese exercised, it’s Japan and a potential nuclear program,” he added.
But the question is whether policymakers in South Korea and Japan will read Iran as a cautionary tale or conclude that, with eroding alliance guarantees and a deteriorating threat environment, they have no better option.
ESCALATION, DETERRENCE, AND IRAN’S STRATEGIC CALCULUS. 3/9, 11:00am-Noon (EDT), VIRTUAL. Sponsor: Middle East Institute (MEI). Speakers: Colby Connelly, Senior Fellow, MEI; Alex Vatanka, Senior Fellow, MEI; Lieutenant General Sam Mundy, USMC (Ret.), Distinguished Military Fellow, MEI. Moderator: Dr. Kenneth M. Pollack, Vice President for Policy, MEI.
IS TRUMP'S WAR IN IRAN JUSTIFIED? A DEBATE. 3/9, Noon (EDT), VIRTUAL. Sponsor: Foreign Policy. Speakers: Matthew Kroenig, Columnist, Foreign Policy, Vice President/Senior Director, Scowcroft Center for Strategy and Security, Atlantic Council, Professor, Walsh School of Foreign Service, Georgetown University; Trita Parsi, Executive Vice President, Quincy Institute. Moderator: Ravi Agrawal, Editor-in-chief, Foreign Policy.
DEEPLY RESPONSIBLE BUSINESS AND JAPAN. 3/9, Noon-1:00pm (EDT), HYBRID. Sponsor: Reischauer Institute of Japanese Studies, Harvard University. Speaker: Geoffrey G. Jones, Isidor Straus Professor of Business History, Harvard Business School. Moderator: Christina L. Davis, Edwin O. Reischauer Professor of Japanese Politics, Department of Government; Director, Program on U.S.-Japan Relations, Harvard University.
THE LEGAL INFRASTRUCTURE FOR PHYSICAL ARTIFICIAL INTELLIGENCE IN CHINA. 3/9, 1:00-2:30pm (EDT), IN PERSON ONLY. Sponsor: India China Institute. Speaker: Angela Huyue Zhang, Professor of Law, USC Gould School of Law.
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Takaichi Goes for the Consumption Tax Cut
CHINA’S GREAT TECH LEAP FORWARD AND THE IMPLICATIONS FOR THE UNITED STATES. 3/2, 10:00-11:15am (EST), VIRTUAL. Sponsor: CSIS. Speakers: Scott Kennedy, Senior Adviser and Trustee Chair in Chinese Business and Economics; Ilaria Mazzocco, Deputy Director and Senior Fellow, Trustee Chair in Chinese Business and Economics; Kyle Chan, Fellow – Foreign Policy, John L. Thornton China Center; Lizzi C. Lee, Fellow on Chinese Economy, Center for China Analysis, Asia Society Policy Institute; Paul Triolo; Partner, DGA-Albright Stonebridge Group; Jeannette Chu, Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics.
AFTER US-ISRAEL STRIKES: WHAT COMES NEXT FOR IRAN AND THE REGION? 3/2, 11:00-11:45am (CST), Noon-12:45pm (EST). Sponsor: Chicago Council on Global Affairs. Speakers: Lisa Anderson, James T. Shotwell Professor Emerita of International Relations, Columbia University; Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program, Center for Strategic and International Studies; Leslie Vinjamuri, President & Chief Executive Officer, Chicago Council on Global Affairs.
U.S. AND ISRAEL STRIKE IRAN - WHAT COMES NEXT? 3/2, Noon-12:30pm (EST), VIRTUAL. Sponsor: CSIS. Speakers: Mona Yacoubian, Director and Senior Adviser, Middle East Program CSIS; Seth G. Jones, President, Defense and Security Department; Harold Brown Chair CSIS; Clayton Seigle, Senior Fellow and James R. Schlesinger Chair in Energy and Geopolitics, Energy Security and Climate Change Program CSIS; Emily Harding, Vice President, Defense and Security Department; Director, Intelligence, National Security, and Technology Program CSIS.
AN UPDATE ON MILITARY ACTIONS IN IRAN. 3/2, 1:15-2:15pm (EST), VIRTUAL. Sponsor: Center for American Progress (CAP). Speakers: Jon Finer, Distinguished Senior Fellow, Center for American Progress; Frank Kendall, Senior Fellow, Center for American Progress; Andrew Miller, Senior Fellow, Center for American Progress; Moderator: Allison McManus, Managing Director, National Security and International Policy, Center for American Progress.
STRIKES AND SUCCESSION: IS IRAN'S SYSTEM BEGINNING TO CRACK? 3/2, 2:00-3:00pm (EST), VIRTUAL. Sponsor: Middle East Institute (MEI). Speakers: Gen. Kenneth F. McKenzie, Jr., USMC (Ret.), former Commander of US Central Command (CENTCOM); Colby Connelly, senior fellow MEI; Ken Pollack, Vice President for Policy MEI.
NORTHEAST ASIA IN FOCUS - STATE OF DEMOCRACY: IMPLICATIONS OF RECENT SNAP ELECTIONS IN JAPAN AND KOREA. 3/2, 2:00pm (EST), VIRTUAL. Sponsor: US-Asia Institute. Speakers: Yuko Nakano, Associate Director, U.S.-Japan Strategic Leadership Program, CSIS; Darcie Draudt-Véjares, Korean Studies Fellow, Asia Program, Carnegie Endowment for International Peace.
RETHINKING POVERTY AND MICROCREDIT. 3/2, 5:30pm (EST), HYBRID. Sponsor: Institute for International Economic Policy, George Washington University. Speaker: Jonathan J. Morduch, Professor of Public Policy and Economics, NYU, Executive Director of the Financial Access Initiative.
THE TRUMP-XI SUMMIT: WHAT TO EXPECT? THREE FORMER U.S. DIPLOMATS ASSESS WHAT'S AT STAKE. 3/2, 6:00-7:30pm (EST), IN PERSON ONLY. Sponsor: Center on U.S.-China Relations, Asia Society. Speakers: Nicholas Burns, Former Ambassador of the United States of America to the People's Republic of China; Sarah Beran, Partner, Macro Advisory Partners; Winston Lord, Former U.S. Ambassador to China, Former Assistant Secretary of State for East Asian and Pacific Affairs; Daniel Kurtz-Phelan, Editor of Foreign Affairs; Orville Schell, Arthur Ross Vice President, Center on U.S.-China Relations, Asia Society.
U.S.-JAPAN RELATIONS IN A SHIFTING GLOBAL LANDSCAPE. 3/2, 7:00-8:15pm (PST), IN PERSON ONLY. Sponsor: Japan House, Los Angeles. Speaker: Glen S. Fukushima, Visiting Fellow, Stanford University.
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| Donald M Fraser c. 1960 February 20, 1924 – June 2, 2019 |
by Larry Diamond, William L. Clayton Senior Fellow, Hoover Institution and the Mosbacher Senior Fellow in Global Democracy, Freeman Spogli Institute for International Studies, Stanford University.
From Notus, February 22, 2026
In August 1973, Rep. Donald Fraser, a Democrat from Minnesota, convened a series of House hearings on human rights and American foreign policy. It was a dark moment for democracy globally and in the United States. In the Philippines, Ferdinand Marcos had declared martial law and was brutalizing the opposition to hang on to power. In Rhodesia, Ian Smith was fighting a bloody war to preserve white minority rule. Within a few weeks, Augusto Pinochet would stage a murderous coup and establish a dictatorship in Chile. Around the globe, many other autocracies were benefiting from American silence or complicity. And totalitarianism reigned in China, the Soviet Union and across Eastern Europe.
Here at home, the United States appeared to be in no mood — or position — to evangelize to others about democracy. The Nixon administration’s foreign policy was run by Henry Kissinger, the quintessential realist, who privileged global power politics over democracy and human rights. The Watergate cover-up — which would accelerate in October 1973 with Nixon’s firings of the special prosecutor and the attorney general in the infamous “Saturday Night Massacre” — suggested that our own democracy was far too shaky to serve as an example to others. No wonder Daniel Patrick Moynihan — returning in 1975 from a stint as U.S. ambassador to India, which, under Indira Gandhi, was spiraling toward emergency rule — would observe that liberal democracy “is where the world was, not where it is going.”
Yet Fraser believed that another trajectory was possible. His hearings would lead to the creation of a State Department Bureau for Human Rights and Humanitarian Affairs. His work would also help pass a 1974 amendment to the Foreign Assistance Act ending or substantially reducing U.S. security assistance to states with “a consistent pattern of gross violations of internationally recognized human rights,” including torture and forced disappearances. That amendment also required the State Department to produce annual reports on the human rights practices of countries receiving aid. Soon, these small steps would be joined by larger political and historical currents to breathe new life into the idea that the United States could serve as an advocate for democracy and human rights abroad.
Today, a half century after Fraser’s hearings, the common belief among scholars and analysts is akin to the Moynihan view from the 1970s: that the America of internationalism, liberalism, alliances and democracy promotion is who we were, not who we are or will (in the foreseeable future) be again. In marked contrast to the first Trump administration, when the president mostly ignored, but did not destroy, the instruments of democracy promotion in our foreign policy — and when many of his leading officials believed in this mission — the second Trump administration has unleashed an institutional and rhetorical bloodbath against U.S. democracy promotion.
The big blows have included the closure of the U.S. Agency for International Development, which had recently been spending nearly $2 billion annually in grants to support democratic institutions, elections, civil society, independent media, anti-corruption efforts, and the rule of law; the decimation of the State Department’s Bureau of Democracy, Human Rights, and Labor (a successor to the original Human Rights Bureau), which was distributing another $345 million annually in such grants; the gutting and politicization of the annual State Department human rights reports; the effort to eliminate the Voice of America; the administration’s expressed admiration for illiberal political actors in Europe, like Hungary’s long-ruling autocratic prime minister, Viktor Orbán, and Germany’s chilling far-right party, Alternative for Germany; the humiliating treatment of and diminished assistance for a democracy in Ukraine that is still fighting for its life against ruthless Russian aggression; and the stirring of Venezuelan hopes for a transition to democracy with the capture of Nicolás Maduro, only to dash them by recognizing his authoritarian successor, Delcy Rodríguez.
Meanwhile, thanks to, among other things, the belittling and attempted extortion of our democratic allies in Europe in a ham-handed attempt to gain sovereignty over Greenland, the key international partnerships we have built to defend and advance freedom are under huge strain. Unlike last time, when our democratic allies in Europe, Asia and Latin America could view President Trump as an aberration once he left office, this time (so the argument goes), trust in America may be permanently ruptured.
And this potential rupture is not simply about our actions abroad, but also about who we have become as a country. With Trump’s withering assaults on our democratic norms, laws and institutions, the system of government we have spent decades trying to promote abroad is in greater danger at home than at any time since the Civil War. How could we ever again possibly serve as a positive force for freedom in the world when our democracy is in such steep decline?
Given all this, what future American president, even if he or she wanted to, would spend scarce political capital and budgetary resources to renew America’s mission of democracy promotion — especially when the task of domestic economic regeneration, social healing and political repair will be so massive? And so, today’s conventional wisdom is: Goodbye to democracy promotion. It had a good run for half a century. It was nice while it lasted.
But this thinking is ahistorical, defeatist and unimaginative. Even though Trump has done great harm to the principles and institutions underlying U.S. democracy promotion, the damage is neither complete nor irreversible. Like in 1973, when Donald Fraser held his hearings, members of Congress from both parties are already pushing back. Impossible as it may seem, the moment to think ambitiously will come again, giving future presidents an opportunity to revive one of the best and most successful strains in American foreign policy — and to update it for an era that is more challenging and resource-constrained, but still full of opportunities for freedom.
The notion that America stands for something — other than naked mercantilism and territorial aggrandizement — has been a crucial element in our economic success and geopolitical security since World War II. We built the great institutions of the liberal, rules-based international order — with its emphasis on collective security, nonaggression, international negotiations, freer trade, monetary stability, development assistance, humanitarian relief, human rights and the rule of law — not simply for idealistic reasons. We did so to contain what John F. Kennedy called in his 1961 inaugural address “the common enemies of man”: war, tyranny, poverty and disease. We recognized that we would be more prosperous and secure when we worked to help other nations rise above these scourges.
There has always been a countervailing strain of thinking, of course — the bleak analysis starkly articulated by Trump’s deputy chief of staff Stephen Miller, who, echoing aggressive autocrats throughout the ages, recently declared that we live in a world “that is governed by strength, that is governed by force, that is governed by power.”
This emphasis on power over values also seemed ascendant in the 1970s. And yet just a few years after Fraser’s hearings, a little-known former governor of Georgia with idealism, fresh judgment and deep Christian faith would win the presidency. Jimmy Carter called for an American foreign policy that balanced “tough realism” with “idealism,” in the form of support for freedom and humanitarian assistance. He vowed to “begin by letting it be known that” America’s view of “any nation, whatever its political system,” would be affected “if it deprives its people of basic human rights.” Carter would adopt Fraser’s recommendations and go beyond them. His diplomatic pressure on, and reduced arms sales to, Latin American military regimes contributed to a wave of transitions back to democracy in that region.
In the 1980 presidential campaign, Ronald Reagan savaged Carter’s foreign policy. But within a year and a half of taking office, Reagan — a sunny optimist by nature who understood that corrupt, repressive regimes, including the Soviet Union and its client states, faced unsolvable legitimacy crises — would give the most visionary speech in favor of democracy promotion of any American president. “Freedom,” he declared in London, using a formulation reminiscent of both Carter and the American founders, “is not the sole prerogative of a lucky few but the inalienable and universal right of all human beings.” He committed the United States to a global campaign to aid popular struggles for freedom worldwide, and to “foster the infrastructure of democracy — the system of a free press, unions, political parties, universities — which allows a people to choose their own way.”
Subsequently, Reagan would work with Rep. Dante Fascell, a Democrat from Florida, to persuade Congress to establish the National Endowment for Democracy, a bipartisan, nongovernmental but publicly funded organization that assisted democratic political parties, elections, mass media, trade unions, think tanks and business associations around the world. I worked with the NED for over 30 years — as co-editor of its publication, the Journal of Democracy, and for a time as co-director of its studies center. That means I can’t claim to be fully objective; but it also means I got to see at close range its unique effectiveness as a lean and principled instrument for supporting efforts to achieve and deepen democracy, human rights and good governance.
I offer this history now because there are parallels that, in the current moment, should help those of us who care about democracy promotion to resist resignation and despair. Like in the 1970s and ’80s, most of our authoritarian adversaries face immediate or potential challenges to their legitimacy. The regimes in Iran and Venezuela are hated by most of their people and mainly persist by force, fraud and fear. Corruption and coercion are also the main pillars sustaining numerous other autocracies, from North Korea to Nicaragua, from Uganda to Uzbekistan.
Dictatorships that had delivered economic growth, like China and Vietnam, face a different potential problem. The legitimacy of these regimes is mainly based on economic performance. But with development comes greater expectations for political voice and accountability, and with a slowing of development comes social frustration. Economic growth is ebbing in China, and the pace of protests is rising. Repression can snuff out dissent, but it also breeds new sources of resentment, a turn to more creative means, and, as The Economist observed, “a growing connection between individuals inside China and activists on the outside internet.” At the same time, Xi Jinping’s policy failures and recurring purges are likely to breed “animosity, discontent, and resentment among élites,” even within the Communist Party. We don’t know where all this is heading, but it is a good bet that China and other dictatorships that have wagered their longevity on economic performance will face a crisis of legitimacy in the next decade or two. It will not necessarily be the Soviet crisis of economic dysfunction and stagnation, but it will surface deep contradictions in the authoritarian model — contradictions that can only be resolved with political reform.
Let’s posit, for the moment, a future president who does not share Trump’s evident disdain for democracy. Why on earth would such a president want to retreat from the game at this crucial historical juncture? Why would he or she unilaterally disarm in the war of ideas with China and Russia — a contest that will shape which values, rules and principles will govern a changing world? Only a former great power, ready to surrender not only its global leadership but ultimately its national security and prosperity, would do such a pointless and reckless thing.
This is where national pride, national interest, and national historical memory meet. Surrendering in the contest of values between democracy and authoritarianism could mean American retreat and humiliation as China’s neo-totalitarian regime increasingly dominates the global economy, the march of technology and the rules of the future international order. It could mean allowing China to swallow Taiwan and its leadership role in semiconductors, or permitting it to dominate the South China Sea, the Pacific Islands, and much of the world’s resources and sea lanes. It means letting Russia have its way in Europe.
All the countries that most seriously threaten our national security with aggression, terrorism, crime and pandemics are autocracies or decaying democracies. Where have the recent waves of illegal immigration come from? They have originated in corrupt, lawless, violent states, with repressive governments or no effective government at all. Our most reliable trading partners are democracies. Our most secure supply chains largely run through democracies. Our best prospects for collaboration to master the great scientific frontiers of AI, quantum computing and fusion energy lie with other democracies.
Post-Trump, future presidents and their foreign-policy teams will have to consider these obvious strategic points in favor of democracy promotion. But what about the American public? Haven’t they permanently turned against the concepts of foreign aid and supporting democracy abroad? Actually, public opinion on democracy promotion is largely supportive. What Americans oppose is not helping people achieve freedom but rather using military force to do it. Last March, a Pew Research Center poll found that solid majorities support giving foreign aid not only to distribute medicine (83%) and food and clothing (78%), but for economic development (63%) and, crucially, for “strengthening democracy in other countries” (61%).
Moreover, Americans’ feelings about these questions are not static; they can be moved by persuasive leaders who explain what is at stake, as Reagan once did. In 2019, I co-led an experiment called “America in One Room.” We brought 523 Americans from around the country to Dallas for a long weekend in which they deliberated about politics and, with the aid of balanced briefing papers and insights from experts with different views, had the opportunity to change their opinions. On foreign policy, this representative sample of voters repeatedly gravitated toward more international engagement. Approval of using “diplomacy and financial support to promote democracy and human rights throughout the world” started at 59%. But once participants had a chance to hear different arguments and discuss them with their fellow citizens, that number jumped to 72% overall, and from 43% to 62% among Republicans. In addition, after discussion, support for defending NATO allies increased from 72% to 83% and spiked 18 percentage points among Republicans.
In recent months, my colleague Michael McFaul has been traveling around the country speaking (mainly in red states and communities) about his new book, “Autocrats vs. Democrats,” which argues that the liberal international order is not yet dead, but must be refashioned. His best applause lines, he reports, are when he makes “the argument that the United States stands for more than just power, but also ideals of democracy, freedom and liberty.”
And it isn’t just rank-and-file voters who believe in democracy promotion. On Capitol Hill, the concept continues to enjoy broad support. Democratic Sen. Tim Kaine of Virginia and Republican Sen. Todd Young of Indiana sit on the NED board of directors, which is chaired by former six-term Republican Rep. Peter Roskam. True, Republicans like Rep. Mario Díaz-Balart — chair of the House Appropriations Subcommittee on National Security, Department of State, and Related Programs — must these days offer their support for democracy promotion in a delicate balancing act that also includes backing for Trump’s “America First” foreign policy. But in speaking last month from the House floor against an amendment to kill NED funding, Díaz-Balart praised the organization as “a brilliant initiative” that strengthens “democracy forces from within” and supports “those struggling for freedom in the most repressive places in the world.” He added, “Anti-American tyrannies are where NED is effective” and argued that “there is nothing better for our long-term national security” than working for democratic transitions in such tyrannies.
The ranking Democrat on the same subcommittee, Rep. Lois Frankel, made a similarly impassioned case. Speaking as the mother of a U.S. Marine veteran who fought in two wars, she said, “The conflicts that put our sons and our daughters in harm’s way almost always arise in places where democracy has failed or never taken root.” Defunding NED “would be a serious mistake and a dangerous retreat from American values,” she continued. “These investments are not charity. They are prevention. They save American lives, taxpayer dollars and future troop deployments.”
In the end, the amendment to defund NED was overwhelmingly defeated in the House, 291-127. Senate support for NED remains so strong that the body endorsed it on a simple voice vote. And not only did the Jan. 29 congressional agreement on international affairs spending for FY26 preserve full funding for NED, it also included substantial funding for the State Department’s Democracy Fund as well as for Voice of America and its affiliated regional broadcasters.
Americans and many of their leaders are not, in short, ready to give up on democracy promotion and other traditional features of an internationalist foreign policy. Future presidents who care enough to make the case for democracy promotion — to their colleagues in Washington and to voters across the country — will find themselves pushing on a surprisingly open door.
But what would democracy promotion in the post-Trump era look like in practice? History offers a roadmap as to what works and what doesn’t. Military force as a means of promoting democracy has typically failed. Military conquest and occupation did succeed in restoring democracy to post-war Germany and Japan, but we did not go to war to “democratize” those two dictatorships, and it was only our total victory — and significant planning, adaptation and assistance after the war — that enabled success. The only other two success stories of democratization through force are Reagan’s invasion of Grenada in 1983 to restore democracy after a Marxist coup, and George H.W. Bush’s invasion of Panama in 1989 to depose an unpopular, drug-dealing military dictator, Manuel Noriega. All these instances had unique elements that are unlikely to be repeated — and indeed they were not repeated during the 2003 invasion of Iraq or Trump’s lightning strike to capture the ruler of Venezuela.
Besides military force, the most coercive tool to promote democracy is broad sanctions imposed on authoritarian economies. This approach, too, has a dubious record of inducing political change. Sanctions can deepen a country’s slide into poverty and hardship — accelerating the downward spiral caused by a regime’s corruption and mismanagement, as in Iran, Venezuela and Zimbabwe. But while it is often assumed that the deeper a people sink into poverty, the more likely they will be to rebel, economic ruin more often causes despair, fragmentation and mass emigration. In Venezuela, nearly a quarter of the population has fled the country. In North Korea, which has experienced decades of isolation and economic immiseration, the totalitarian regime stands, seemingly secure.
Regimes do collapse when their own resources are squeezed, their ideological hegemony and informational monopoly unravel, and their loyalists start to defect. And smart policies from the United States can help to bring this about. These efforts can start by identifying an opposition from or in that country. In virtually every case of tyranny, there are democrats in exile, and they have means, however tenuous and difficult, of communicating with people on the ground who want change. They may even communicate with people in these regimes who have become disillusioned — and who can be induced to defect when the time is ripe. This always requires a country-specific strategy that tracks and analyzes the relevant actors, their motives, alliances and resources. The analysis must be continuously updated, and it requires significant investments in intelligence.
Steps can be taken, meanwhile, to reshape the calculations of regime elites. What are the revenue streams that sustain the regime? How can we squeeze and disrupt those? In the case of Venezuela, elites reportedly enrich themselves through narcotrafficking, human trafficking and gold exports. In the case of North Korea, the regime earns revenue from international crime — such as cybercrime (especially cryptocurrency theft), counterfeiting and illegal drug production. Intelligence operations and targeted sanctions against government elites and their families can disrupt and subvert these activities. The goal is to bring elites to the point where they face a choice: go into exile with their ill-gotten wealth, hang on and risk losing everything, or be part of the solution and pursue political opening and reform.
People living in autocracies also need authentic information, helpful analysis, democratic ideas and hope. The autocracy’s information monopoly must be broken. For the U.S. to help on this front, we would need substantial new investments in organization and infrastructure. The reason we need new investments is because of cuts in this area that span decades — beginning with the decision to shutter the U.S. Information Agency in 1999. For nearly half a century after World War II, USIA had been a freestanding, focused means to disseminate news and ideas to people living in closed societies. Unfortunately, when the Cold War ended and pressure mounted to retrench, many thought it wasn’t needed anymore. USIA was terminated, and its professionals were merged into a new “public diplomacy” cone of the State Department.
That part of the State Department has struggled in the absence of strong leadership, adequate resources and effective organization. The top position — under secretary of state for public diplomacy — has been occupied by 20 individuals in a Senate-confirmed or acting role since it was established in October 1999. As a 2024 paper from the Center for Strategic and International Studies argues, “This lack of institutional continuity has prevented the development of an organized and coherent strategy for implementation across the Department of State, let alone the entire U.S. government.” And, of course, the Trump administration has made the situation immeasurably worse by attacking the Voice of America and our larger system of international broadcasting to unfree peoples, which includes Radio Free Europe/Radio Liberty, Radio Free Asia and Middle East Broadcasting — all at a time when China is boldly escalating its ideological and informational competition with the U.S.