While cigarette sales have fallen across much of the world, China has moved in the opposite direction. The trend is driven by the immense power of China's State Tobacco Monopoly Administration, which both regulates and profits from the industry. And as China's economy slows and traditional revenue sources like land sales decline, the government has become more dependent on tobacco revenue. According to Stanford anthropologist Matthew Kohrman, a faculty affiliate with APARC who studies smoking in China, this institutional reality is compounded by social factors. Citizens are turning to nicotine as a "mood modulator" to cope with economic stress, a habit made easier by the weak enforcement of smoking restrictions, Kohrman tells the New York Times. Read the article >

This blog first appeared in The National Interest.

The return of President Donald Trump to the White House has not only increased geopolitical volatility – it has fundamentally altered expectations about how far major powers are willing to go to secure strategic advantage. What once seemed rhetorical excess—such as his repeated remarks about acquiring Greenland – now appears less implausible in light of recent events. From the escalating crisis in Venezuela in early 2026 to the ongoing Iran War as of May 2026, the United States has signaled a willingness to pursue geopolitical advantage with fewer constraints than before.

Against this backdrop, the Arctic is no longer a peripheral theater. It is rapidly emerging as a central arena where climate change, energy security, and great-power competition intersect. The question is not whether the Arctic matters, but how states will position themselves in a region where the rules are still being written.

A Strategic Arctic, not a Peripheral One

The renewed US interest in Greenland should not be understood narrowly as a territorial ambition. Rather, it reflects a broader strategic calculation about the Arctic. The melting of Arctic ice – combined with technological advances—is making previously inaccessible resources and shipping routes increasingly viable. In this sense, Greenland is not the story – the Arctic is.

The Arctic is estimated to hold roughly 13 percent of the world’s undiscovered oil and 30 percent of its natural gas, making it one of the last major frontiers of global energy development. At the same time, new maritime routes such as the Northern Sea Route (NSR) and the emerging Transpolar Sea Route (TSR) promise to significantly shorten shipping distances between Asia and Europe.

For major powers, the implications are profound. Russia has already positioned itself as the dominant Arctic actor, leveraging its geography and resource base. China, through its “Polar Silk Road” initiative, seeks to embed the Arctic into its broader connectivity strategy. Meanwhile, the United States, increasingly viewing the region through a strategic lens, is attempting to mobilize its alliances to counterbalance these moves.

As recent studies suggest, the Arctic is becoming a new frontier of great-power competition – one where economic, military, and legal dimensions are deeply intertwined.

Why South Korea Is Paying Attention to the Arctic 

For South Korea, interest in the Arctic may appear surprising at first glance – especially given the ideological orientation of its current progressive government. Traditionally, progressive administrations in Seoul have emphasized engagement with continental powers such as China and Russia, while seeking rapprochement with North Korea. They have also shown interest in infrastructure connectivity across the Eurasian landmass.

Yet the Arctic presents a different kind of opportunity – one that aligns with both geopolitical necessity and economic ambition.

Eunjung Lim, a professor in the Division of International Studies at Kongju National University (KNU), is a visiting scholar at Shorenstein APARC from April 2026 to February 2027. She is also a member of the governing board of the Asia-Pacific Leadership Network and a member of the Subcommittee on Energy and Just Transition of the Presidential Commission on Carbon Neutrality and Green Growth. She earned a BA from the University of Tokyo, an MIA from Columbia University’s School of International and Public Affairs, and a PhD from Johns Hopkins University’s School of Advanced International Studies.

As U.S. President Donald Trump prepares to visit Beijing on May 14-15, 2026, for a highly anticipated summit with President Xi Jinping, the world is watching to see if the two leaders can stabilize a U.S.-China relationship strained by disputes over trade, technological race, the future of Taiwan, and the rippling effects of the conflict with Iran.

Trump’s trip to Beijing – already rescheduled once due to the conflict in the Middle East – has been described as having tremendous symbolic significance. Yet, expectations for a breakthrough on specific deliverables should remain low, according to Susan Thornton, a China expert and former U.S. diplomat. Thornton joined APARC Director Kiyoteru Tsutsui on the latest episode of the APARC Briefing video series to analyze the potential outcomes of the Trump-Xi summit and the high-stakes dynamics shaping U.S.-China relations.
 

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Trade and Tech: A Call for a Paradigm Shift

On the economic front, Thornton drew on her deep experience in trade negotiations to critique the lack of focus in U.S. policy.

"The biggest problem for U.S. negotiators is deciding what it is that we want from China," she said. "We tend to give them a long list of revolving priorities, which [makes it easy for the] other side of the negotiating table to just fob them off and not actually commit to anything over years of negotiations.”

On the technology rivalry between the two powers, Thornton urged a shift in strategy. Rather than pursuing sweeping export controls that are often unilateral and incomplete, she advocated for a narrower, multilateral approach focused on the most sensitive technologies, combined with a greater emphasis on American innovation. AI governance is one of the areas Thornton believes could be a common ground for Washington and Beijing to align their policies.

“It's going to be very hard for the United States to contain China's technological ambitions and growth,” she said. “I don't think that we're exactly competing on the same metrics. I question how it is that we're going to be able to keep China from getting technologies that are dual-use but might be useful in some military application when these things are basically economy-wide products.”

When it comes to technological competition, "We need to try to run faster than China, not be constantly trying to trip China up and looking in the rearview mirror," Thornton urged. "I don't think that's going to bode well for the long-term development of the U.S. tech sector."

The Taiwan Flashpoint: A Longer-Term Challenge

While Taiwan remains the most dangerous flashpoint that could trigger a kinetic warfare between the United States and China, Thornton believes that the immediate risk of conflict has receded, in accordance with recent U.S. threat assessments that no longer see 2027 as a likely target date for a potential Chinese takeover of the island.

Beijing, she argued, is closely watching the domestic political situation in Taiwan and how the leadership in Taipei views U.S. reliability and support. “I think the Chinese have determined, based on both of those things they've been watching, that they can afford to wait a bit longer, see what happens.”

Thornton cautioned, however, that, even as a conflict over Taiwan may no longer pose an immediate-term threat, “it is a problem that is going to develop over the coming decade.”

Diplomacy in a Multipolar World Order 

When asked about the future of the global order, Thornton described a trend toward fragmentation. If the United States steps back from its global leadership role, it is difficult to see who else would be willing or able to shoulder the cost of providing global public goods, she said. A “thinner world order,” with the United Nations at its center, may eventually find favor with countries that can afford to pay for some of those goods, she reflected.

In a closing advice for aspiring foreign service officers, Thornton argued that the emergence of a multipolar world reinforces the need for skilled diplomacy. “As the global order changes and more countries come into the mix of the councils of politics in the world, the United States will have to lean back toward diplomacy more,” she predicted.

“We're going to need very good diplomats,” she concluded, because it will be significantly harder to be an American diplomat in a fragmented world order in which the United States is no longer the single overwhelmingly dominant power.

The Stanford Program on International and Cross-Cultural Education (SPICE) is pleased to announce that applications are now being accepted for the Fall 2026 session of Introduction to Contemporary China, an intensive online course offered by the China Scholars Program (CSP). Designed for motivated U.S. high school students, this course introduces students to contemporary China through an interdisciplinary and discussion-based approach. The course is open to rising 10th, 11th, and 12th graders nationwide.

Fall 2026 China Scholars Program: Introduction to Contemporary China
Application period: May 6 to June 20, 2026
Tuition: $2500
Program dates: September 3 to December 19, 2026

As China’s global stature continues to rise, as it takes on leading roles in the clean energy transition and AI development, international trade, international security, and much more, it becomes more vital than ever to understand it. Through CSP, students explore the historical developments, domestic challenges, and global relationships that shape contemporary China and its interactions with the United States.

Throughout the semester, students participate in weekly Zoom sessions featuring leading experts from Stanford University and beyond as guest speakers. Coursework includes college-level readings, analytical discussions, and written assignments that encourage students to engage critically with current issues affecting China and the broader international community.

A central component of the program is an independent research project in which students investigate a topic of their choice related to contemporary China. Past research topics have included environmental policy, education, artificial intelligence, demographics, popular culture, public health, economic reform, and media. Students conclude the course by producing a substantive academic paper based on their research.

In addition to learning from experts and peers across the United States, CSP students will also have the opportunity to connect online with Chinese students in the Stanford e-China Program, fostering meaningful cross-cultural dialogue and exchange.

The course also offers students an opportunity to explore potential interests in fields such as international relations, political science, business, journalism, public policy, and Asian studies before entering college.

CSP provides students with the knowledge, diverse perspectives, and analytical skills needed to better understand one of the world’s most consequential countries and its evolving relationship with the United States.

For more information, please visit the course website or contact Tanya Lee with questions.

The China Scholars Program is one of several online courses offered by SPICE.

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