It has to do with military capacity, which is backed up by the capacity of the Industrial Base to produce what is needed on an ongoing basis for a lengthy war.
NATO as a whole (including USA) is being massively outproduced in munitions and military equipment by Russia alone.
And the production gap is actually larger than it was in 2022.
And Russia is dwarfed by China.
THAT’S the overstretch. USA no longer has the industrial capacity to even deal with Russia, let alone China.
Pulling the plug on Asia and telling Taiwan they are on their own is just a matter of time, and is rooted in industrial and military reality.
It’s inevitable, and the West has to stop writing cheques its ass can’t afford to have cashed.
If we want to, we can still out produce either or both combined. What we dont want to do is wreck the dollar doing that. Russia is wrecking its currency and economy. China has wasted Trillians on show case cities that are unoccupied. And its not a fair comparison to make between a somewhat free market economy like ours and state owned economies of russia and china in any case.
Thus the tariff policies to get trade imbalances fixed and give the US worker a chance to compete against chinese slave labor or russian state employees (which are basically paid slave wages)