美国对外战略调整与拉美战略自主
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U.S. Foreign Strategy Adjustment and Latin American Strategic Autonomy 

美国对外战略调整与拉美战略自主

Zhang Yifei, a researcher at the Chinese Academy of Social Sciences, examines changes in U.S. strategy toward Latin America under the second Trump administration. Zhang argues that while the methods through which the United States implements its strategy in the region have changed, the underlying objectives have not. He argues that “retrenchment” to the role of a regional power is not possible for the United States, and concludes by advocating for closer China-Latin America relations, emphasizing their shared identity as members of the Global South.

This is one of five pieces published by the Journal of Latin American Studies as part of a compendium titled “The ‘New Monroe Doctrine’ and China-U.S.-Latin America Relations.” The other four pieces are also available on the Interpret: China platform.

Key takeaways
  • Zhang argues that U.S. strategy toward Latin America under the second Trump administration has been characterized by the dismantling of the international system and "offshore balancing" of responsibilities to U.S. allies and partners.
  • However, Zhang argues that withdrawing from obligations in Latin America is not a feasible strategic option for the United States due to the structural character of “U.S.-style hegemony,” as well as economic globalization.
  • Zhang suggests the Trump administration will seek increased control over Latin America, including by leveraging issues such as illegal immigration and drug trafficking. He further predicts that Trump's foreign strategy will lead to an environment that cultivates right-wing leadership and political polarization in the region, causing Latin American countries to turn to Europe and China for partnership.
  • Zhang argues that China now has an opportunity to deepen its partnership with Latin America, because China can more easily draw a sharp contrast with the unwelcome U.S. approach, including by delivering concrete economic benefits for Latin American countries. At the same time, he emphasizes that China-Latin America cooperation is not merely an extension of U.S.-China competition, but instead based on "mutual benefit."

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Since the Trump administration assumed office for a second term, it has made substantial adjustments to the previous administration’s foreign strategy, seeking to shape a strategic posture in the future characterized by “a stable North American periphery and full-strength containment and suppression of China.” Against this backdrop, on the one hand, Latin America may face greater strategic pressure from the United States. On the other hand, it may also gain opportunities by leveraging the elevation of its strategic position to further strengthen its strategic autonomy. In the process of advancing China–Latin America relations, China can play a more constructive role in promoting the comprehensive development of Latin American countries precisely by forming a sharp contrast with the United States. 

特朗普政府第二次上台执政以来,对上届政府的对外战略进行了大幅度调整,谋求在未来形成“北美周边稳固、全力遏压中国”的战略态势。在此背景下,拉美一方面可能面临来自美国更大的战略压力,但另一方面也可能获得机遇,借战略地位的提升,进一步加强战略自主。中国在经略中拉关系的过程中,恰可与美国形成鲜明对比,为拉美国家全面发展发挥更多建设性作用。

(1) The United States: “Retrenchment” or “Adjustment”

(一)美国:“收缩”还是“调整”

Since the 2024 U.S. presidential election, the foreign-strategy positions that the Trump team has prominently espoused have appeared to be saturated with a tone of “retrenchment.” First, they proclaimed that “the Russia–Ukraine conflict could be ended within 24 hours.” Second, they repeatedly demanded that European and Asia-Pacific allies increase their military spending, even threatening to “withdraw from NATO.” Third, they pledged to end conflicts in the Middle East. After the Trump administration took office in January 2025, U.S. foreign policy toward key regions around the world outside the Americas did indeed exhibit certain characteristics of “letting things drift” and “passing the buck.” For a time, the notion of “U.S. strategic retrenchment” became a major issue of concern within both policy and academic circles. 

自2024年美国总统大选以来,特朗普团队集中宣传的对外战略主张似乎充斥着“收缩”色彩:一是宣称“24小时内结束俄乌冲突”,二是反复要求欧洲和亚太盟友提高军费开支,甚至威胁“退出北约”,三是承诺结束中东地区冲突。2025年1月,特朗普政府上台后,美国对美洲以外全球各关键地区的外交政策确乎呈现某些“放任自流”“甩锅推责”的特点。一时间,“美国战略收缩论”成为政策界与学术界关注的重要问题。

However, “retrenchment” in the true strategic sense—or, put differently, the proactive abandonment of dominance over certain key geostrategic regions out of fear of bearing obligations—cannot constitute a genuine strategic option for the United States. U.S.-style hegemony differs from British-style hegemony. The former relies not only on military power but also simultaneously employs a range of tools, including the dollar system, cultural penetration, and international institutions, to sustain the United States’ advantageous position within the international order. These hegemonic tools themselves possess a certain stickiness with respect to other regions—simultaneous with “domination,” a “parasitic” effect also emerges. In other words, under conditions of “flesh and blood ties,” forcible separation amounts to self-destruction. British-style hegemony, which merely sought to extract commercial benefits from the balance of power, had two options: “maintaining hegemony” and “retreating back to Europe.” By contrast, U.S.-style hegemony, which has long pursued comprehensive and deep control, faces two options: “domination” or “death.” In practice, a “middle path” of retreating to the status of a regional power simply does not exist. 

然而,真正意义上的战略“收缩”,或者说,因畏惧承担义务而主动放弃对某些关键地缘区域的支配,对美国而言无法构成一个真正的战略选项。美式霸权与英式霸权不同,前者不仅依靠军事力量,还同时利用美元体系、文化渗透、国际机制等多元工具维系本国在国际秩序中的优势地位。这些霸权工具本身对其他地区具有一定的黏合性——在“支配”的同时也发生了“寄生”效应。换言之,在“血肉相连”的情况下,强行剥离等于自我毁灭。仅仅寻求在权力平衡中赚取商业利益的英式霸权拥有“维系霸权”和“退回欧洲”两个选项,而长期寻求全面、深入控制的美式霸权面临的两个选项是“称霸”或“死亡”,退回地区强国地位的“中间路线”在实践中根本不存在。

The appearance of “retrenchment” arises precisely because the Trump administration’s strategic thinking on “adjustment” differs fundamentally from the foreign strategies of the Bush, Obama, and Biden administrations. First, Trump seeks to “dismantle” the international community rather than to “rely on” it. The international community signifies shared interests, political consensus, and institutional design. Trump may believe that, since the United States is the country with the greatest comprehensive national strength in the world, it is difficult for it to share common interests and consensus with other countries. Therefore, existing international institutions and international organizations that possess binding force can only constrain the United States from fully leveraging its advantages. For the United States, the most advantageous approach is precisely to dismantle the international community, deny shared interests, break political consensus, and withdraw from institutional constraints, so that it can then rely on power to gain strategic initiative in numerous “one-on-one” bilateral games. Second, the Trump administration seeks to return to the role of an “offshore balancer” rather than to pursue the unlimited deepening of control over other regions. Requiring allies and partners to assume greater regional security obligations will, to be sure, worsen U.S. relations with these countries and regions in the short term. However, over the past several decades, the United States and these countries and regions have formed an unbreakable relationship of mutual dependence. The allies’ heightened security dependence on the United States has, in fact, provided the Trump administration with a “security guardrail” for reshaping these relationships. Trump aims to adjust the extremely high-cost logic of “control” toward a relatively lower cost logic of “offshore balancing,” acting as a regulator rather than a participant between Russia and Europe, between China and Japan, and between Israel and Palestine. Viewed in terms of these two adjustments, the Trump administration’s foreign strategy can be summed up in a single sentence: The methods have been adjusted, but the objectives remain unchanged; expansion or pause is possible, but retrenchment is impossible. 

之所以显得“收缩”,是因为特朗普政府的战略“调整”思路与此前小布什、奥巴马、拜登政府的对外战略存在巨大差异。其一,特朗普寻求“解散”国际社会,而非“依靠”国际社会。国际社会意味着共同利益、政治共识和制度设计。特朗普可能认为,美国既然是全球综合国力最强大的国家,很难与其他国家拥有共同的利益和共识,因此,目前具有约束性的国际机制和国际组织只可能限制美国发挥优势。对美国而言,最有利的方式正是瓦解国际社会,否定共同利益,打破政治共识,退出制度约束,然后才能在“一对一”的诸多双边游戏中依靠实力赢得战略主动。其二,特朗普政府寻求回到“离岸平衡手”角色而非寻求无限深化对其他地区的控制程度。要求盟伴承担更多地区安全义务固然会在短期内恶化美国与这些国家和地区的关系,但在过去几十年里,美国和它们形成了牢不可破的相互依赖关系,盟友对美国更大的安全依赖恰恰为特朗普政府提供了重塑关系的“安全护栏”。特朗普要把成本巨大的“控制”思路调整为成本相对较小的“离岸平衡”思路,在俄欧之间、中日之间、巴以之间做调控者而非参与者。从这两个调整来看特朗普政府的对外战略,可以一言蔽之:方法有调整,目标无改变;扩张或停顿,缩回不可能。

(2) Latin America: “Control” or “Autonomy”

(二)拉美:“受控”还是“自主”

Starting from the objective of properly playing the role of an “offshore balancer,” the Trump administration will inevitably seek to strengthen control over surrounding regions, so as to prevent “problems from emerging close at hand” while it applies leverage on the Eurasian continent. Against this backdrop, the interaction and superposition of the United States’ 200-year strategic tradition of seeking to control Latin America and the Trump administration’s concrete strategic needs mean that the United States is bound to incline toward further transforming surrounding regions, chiefly Latin America, from a “backyard” into an “internal courtyard.” Before and after Trump’s return to office, a series of seemingly bizarre initiatives—including annexing Canada, purchasing Greenland, “reclaiming” the Panama Canal, renaming the Gulf of Mexico as the “Gulf of America,” and imposing additional tariffs on Latin American countries—reflect probing pressure by the Trump administration aimed at seeking deep control over the “backyard.” Although U.S. offensive moves have eased somewhat after encountering resistance from various countries, as long as the strategic thinking remains unchanged, it is still to be expected that the United States will return in the future with more “outlandish ideas,” seeking opportunities to reassert control over Latin American countries from additional angles. Issues such as illegal immigration, drug trafficking, trade tariffs, and right-wing politics may all become strategic levers through which the Trump administration penetrates surrounding regions and even seeks “territorial expansion.” In particular, with the backing of the Trump administration, right-wing conservative forces across Latin American countries are likely to rise on a broad scale, sharpening confrontation between the left and the right. This will undoubtedly create more conditions for the intervention of external forces. Under combined internal and external agitation, the shadow of the Monroe Doctrine once again looms over Latin America. 

从做好“离岸平衡手”的目的出发,特朗普政府必然寻求加强对周边地区的控制,以防在欧亚大陆施展手段之际“肘腋生患”。在此背景下,美国200年来寻求控制拉美的战略传统与特朗普政府现实战略需求的联动相互叠加,美国势必倾向于把以拉美为主的周边地区从所谓“后院”进一步变成“内庭”。特朗普再度上台前后,合并加拿大,购买格陵兰,“收回”巴拿马运河,改墨西哥湾为“美国湾”,向拉美国家加征关税,种种匪夷所思的行为背后是特朗普政府为谋求深度控制“后院”的试探性施压。尽管在受到各国抵制之后美国攻势稍缓,但只要战略思路不变,日后对拉美各国从更多“奇思妙想”的角度卷土重来、寻机施控仍是预料中事。非法移民、毒品走私、贸易关税、右翼政治等问题均可能成为特朗普政府渗透周边,甚至“开疆拓土”的战略抓手。尤其是在特朗普政府的支持下,拉美各国右翼保守势力将大范围崛起,左右翼的对抗性将更加明显,这无疑会给外部力量的介入创造更多条件。内外鼓荡之下,门罗主义的阴云再次出现在拉美上空。

However, “where there is oppression, there is resistance,” and the Trump administration’s high-pressure tactics constitute a “double-edged sword” for Latin American countries’ struggle against external control. During the period when the Biden administration was in office, the United States adopted flexible strategies toward Latin American countries on the whole, with the objective of incorporating Latin America into U.S. economic circulation. The “nearshoring” and “friend-shoring” policies at one point won the support of countries such as Brazil and Mexico. U.S. investment in science and technology and finance in Latin America increased, and U.S.–Latin America supply chains were strengthened. The Trump administration not only squandered the economic “legacy” that the Biden administration had built in Latin America, but also, beyond economic and social issues, stimulated a sense of collective identity among Latin American countries and a willingness to engage in united resistance. Against the backdrop of countries such as Panama, Colombia, Brazil, and Mexico each adopting measures in different fields to resist the United States, the Community of Latin American and Caribbean States (CELAC) adopted the Tegucigalpa Declaration at its Ninth Summit in 2025. This document announced opposition to unilateral coercive measures that violate international law, including restrictive measures that obstruct international trade, and reaffirmed willingness to continue political dialogue and deepen the cooperative ties between the CELAC and other countries and regional groupings.1 Against the backdrop of economic globalization, attempts by the United States in the 21st century to recreate the 19th-century Monroe Doctrine have very limited feasibility. The Trump administration’s hardline measures have already strongly prompted Latin American countries to adopt a “bottom-line mindset” and to seek more alternatives to cooperation with the United States. In the next stage, Latin American countries may generally accelerate efforts to upgrade cooperation with the European Union and China, among other parties. 

然而,“哪里有压迫,哪里就有反抗”,特朗普政府的高压手段对于拉美国家的反控制斗争是一把“双刃剑”。在拜登政府执政期间,美国对拉美国家整体采取柔性策略,其目标是把拉美纳入美国的经济循环。“近岸外包”和“友岸外包”政策一度获得巴西、墨西哥等国家的支持,美国在拉美的科技、金融投资增加,美拉供应链得到强化。特朗普政府不仅挥霍了拜登政府在拉美的经济“遗产”,而且在经济社会议题之外激发了拉美国家的集体身份意识与团结反抗意愿。在巴拿马、哥伦比亚、巴西、墨西哥等国家各自在不同领域采取对美抵制措施的背景下,2025年,拉共体第九届峰会通过《特古西加尔巴宣言》,宣布反对有违国际法的单边强制措施,包括阻碍国际贸易的限制性措施,重申愿继续开展政治对话,深化拉共体与其他国家和区域集团的合作纽带。在经济全球化背景下,21世纪的美国试图重现19世纪的门罗主义,其可行性极低。特朗普政府的强硬措施已经强烈刺激拉美国家秉持“底线思维”,寻找更多对美合作的替代品。下一阶段,拉美各国可能普遍加速推动与欧盟、中国各方的合作升级。

(3) China: “Competitive Victory” or “Construction”

(三)中国:“竞胜”还是“建设”

Against the backdrop of increasingly intense competition between China and the United States, Latin America’s role as a geostrategic frontier for China has, objectively speaking, continued to rise. However, this is determined by the objective realities of China’s growing international influence and the existence of complementary advantages between China and Latin America across multiple fields. It by no means implies that China will treat Latin America as a “chessboard” or “battlefield” in its strategic contest with the United States, still less that China would, like the United States, seek to impose its will on others through unilateral means such as extreme pressure or power manipulation, or place its own strategic interests above those of Latin American countries. China hopes to play an active and constructive role in Latin America’s comprehensive development, rather than to win more “allies” in a “zero-sum” game in order to secure victory in competition with the United States. All third countries outside China and the United States possess independent political status and the right to full economic development. China and the United States are not like Britain and France in the 19th century, jointly “plundering” the world; nor are they like Britain and the United States at the Washington Conference, negotiating joint governance of the seas; still less are they like the United States and the Soviet Union during the Cold War, establishing parallel systems and competing for hegemony. The continuous upgrading of China–Latin America cooperation is a natural process driven by the interplay of both sides’ concrete interest-based needs and shared value concepts. China–Latin America relations are not an appendage of China–U.S. relations, and their overall trajectory of development is not subject to U.S. policy toward Latin America or its strategy toward China. If the United States adopts a more relaxed approach toward Latin America and eases tensions with China, China and Latin America should draw closer; if the United States tightens control over Latin America and intensifies its containment and suppression of China, China and Latin America should draw even closer; if the United States treats one side with friendliness and the other with hostility, China and Latin America should still draw closer. 

在中美竞争日趋激烈的背景下,拉美对于中国的地缘战略前沿性在客观上的确持续上升。然而,这是中国国际影响力上升以及中拉在多领域存在互补优势的客观形势决定的,绝不意味着中国会把拉美作为对美博弈的“棋盘”或“战场”,更不意味着中国会和美国一样,寻求通过极限施压、权力操控等单边方式,将本国意志强加于人,或把本国战略利益置于拉美国家之上。中国希望在拉美的全面发展中发挥积极的建设性作用,而不是为了在一场“零和”游戏中赢得更多“盟友”,获得与美国竞争的胜利。中美以外的任何第三方国家都有独立自主的政治地位和充分发展的经济权利。中美不是19世纪合伙“打劫”世界的英法,不是华盛顿会议上协商共治海洋的英美,更不是冷战中建立平行体系相互争霸的美苏。中拉合作不断升级是双方在切身利益需求与共同价值理念作用下的自然进程,中拉关系不是中美关系的附庸,其总体演进方向不以美国对拉政策与对华战略为转移。美国对拉宽松、对华缓和,中拉要走近;美国加紧控制拉美、疯狂遏压中国,中拉更走近;美国对一方友善、对另一方敌视,中拉仍要走近。

China’s ideal blueprint is to work together with like-minded countries around the world to build and sustain an international order characterized by political multipolarization, economic mutual benefit, and civilizational diversity. This blueprint aligns closely with Latin American countries’ aspirations to elevate their international standing, raise their level of economic development, and preserve the distinctiveness of regional civilizations. Years of pragmatic cooperation between China and Latin America have already generated endogenous momentum on both sides for mutual understanding, trust, and cooperation. China and Latin America’s economic expectations of each other closely align with their shared identity as part of the “Global South.” This determines that between China and Latin America, there is neither the necessity to ask nor the possibility to answer the questions “who coerces whom,” “who exploits whom,” or “who becomes whom.” It is precisely on the basis of mutual respect, equality, and mutual benefit that China has signed Belt and Road Initiative cooperation plans with many Latin American countries. The scope of China–Latin America economic and trade cooperation continues to expand, the structure of such cooperation is steadily improving, and the degree of mutual dependence in fields such as agriculture, science and technology, and finance also continues to increase. The two sides draw on each other’s development experience, cooperate in responding to global nontraditional security issues, and are jointly building a China–Latin America community of common destiny.2 China cannot do without Latin America, Latin America cannot do without China, and the world certainly cannot do without China–Latin America cooperation. In the next stage, in areas such as artificial intelligence, clean energy, telecommunications infrastructure, electronic commerce, critical minerals, and people-to-people exchanges, China and Latin America will certainly deepen their partnership in ways that better align with the needs of productivity development. They will move forward together and benefit the “Global South” and the international community. 

中国的理想蓝图是与全世界志同道合的国家一起,致力于构建和维持一个政治多极化、经济互利化、文明多元化的国际秩序。这种蓝图和拉美各国寻求提升国际地位、提高经济发展水平与维持地区文明独特性的诉求不谋而合。中国与拉美多年来的务实合作已经使双方各自产生彼此了解、信任和合作的内生动力,中拉对彼此的经济预期与“全球南方”的身份认同高度吻合。这决定了中拉之间不存在“谁强迫谁”“谁利用谁”“谁成为谁”的必要性与可行性。也正是在相互尊重、平等互利的基础上,中国与诸多拉美国家签署“一带一路”倡议合作规划。中拉经贸合作的范围不断扩大,经贸结构不断优化,农业、科技、金融等领域的相互依赖程度也不断提高。双方彼此借鉴发展经验,合作应对全球非传统安全问题,共建中拉命运共同体。中国离不开拉美,拉美也离不开中国,世界更离不开中拉合作。下一阶段,在人工智能、清洁能源、电信基建、电子商务、关键矿产、人文交流等领域,中拉必将以更加顺应生产力发展需求的方式深化伙伴关系,同道同行,造福“全球南方”与国际社会。

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张一飞 (Zhang Yifei). "U.S. Foreign Strategy Adjustment and Latin American Strategic Autonomy [美国对外战略调整与拉美战略自主]". CSIS Interpret: China, original work published in Journal of Latin American Studies [拉丁美洲研究], June 30, 2025

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