As the Chinese government accelerates its crackdown on Hong Kong's pro-democracy protesters, the Trump administration has sharpened its view of the world's most important bilateral relationship.

What's happening: Senior officials tell me they are increasingly concerned about Beijing's treatment of activists in Hong Kong and, increasingly, fear overreach that could also target Taiwan. This comes as any chance of an armistice in the trade war seems to be shrinking away.


Why it matters: Based on numerous conversations with Trump administration officials over the last few weeks, it is clear that many of the president's top advisers view China first and foremost as a national security threat rather than as an economic partner.

  • This is a new normal. And it's poised to affect huge parts of American life, from the cost of many consumer goods — likely to go up under a punishing new round of tariffs — to the nature of this country's relationship with the government of Taiwan.
  • Trump himself still views China primarily through an economic prism. But the angrier he gets with Beijing, the more receptive he is to his advisers' hawkish stances toward China that go well beyond trade.
  • The big open question remains whether Trump's anger with China — especially its flooding of the U.S. with deadly fentanyl and its backtracking on promises to make huge agricultural purchases — will ever grow to such a point that he wants to move in a tougher direction on national security and human rights. If he gets to that point, his advisers will have plenty of hawkish policy ideas waiting for his green light.

Behind the scenes: A New York Times op-ed by Hong Kong activists Joshua Wong and Alex Chow — titled "The People of Hong Kong Will Not Be Cowed by China" — has been circulating inside the administration. And U.S. officials have been reviewing reports of Chinese authorities snatching protesters off the streets....

  • Senior administration officials have also contemplated selling another tranche of advanced weaponry to Taiwan, beyond the recent F-16 fighter jet sale, according to 3 sources briefed on the sensitive internal conversations. A senior administration official cautioned that these talks may go nowhere and that Trump would probably hesitate to expand his fight with China to include Taiwan.
  • Trump administration officials have also discussed terminating the State Department's self-imposed restrictions on contact with Taiwanese officials. A policy under discussion would let Taiwanese officials attend meetings at State Department headquarters and send direct letters to State.
  • A State Department official responded to this reporting: "The Department of State regularly reviews our activities with Taiwan, within the scope of our unofficial relationship. As of this time, no decisions to change current practices have been made."
  • If the State Department made such a change, it would stick in China's

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