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John Sitilides on U.S.–China Strategy in South America
The Venezuela strike is just the beginning of a larger campaign to root out foreign influence in the Western Hemisphere.
In a recent National Interest article, John Sitilides analyzes how the Trump administration’s new State Department Agency Strategy Plan sharpens U.S. foreign policy around strategic infrastructure and competition with China. The plan builds on the National Security Strategy but places greater emphasis on “vital chokepoints,” particularly the Panama Canal, and warns against foreign adversaries using commercial investments to gain strategic leverage.
Sitilides highlights U.S. concerns over Chinese influence at two Panama Canal ports long operated by a Hong Kong–based company now subject to Beijing’s national security law. With a significant share of U.S.–Asia trade passing through the canal, Washington fears that commercial control could be used to restrict U.S. naval access during a crisis.
The article traces diplomatic pressure from Secretary of State Marco Rubio, Panama’s decision to exit China’s Belt and Road Initiative, and the subsequent $23 billion sale of the ports to a BlackRock-led group. Beijing’s backlash—including demands for China’s shipping giant COSCO to gain equal ownership—underscores how control of global infrastructure has become a key battleground in U.S.–China strategic competition.
Visit The National Interest to read the full commentary.
John Sitilides is a highly accomplished expert in geopolitical risk and international affairs, making him an invaluable keynote speaker for any event focused on global trends and their impact on business. With a wealth of experience working in government, academia, and the private sector, Sitilides offers a unique perspective on the complex interplay between politics, economics, and security. Contact us to learn more.
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