Tariffs on China is an idle threat, says CFR's Charles Kupchan

Watch on YouTube ↗  |  April 13, 2026 at 19:00  |  5:17  |  CNBC
Speakers

Summary

Charles Kupchan discusses the geopolitical implications of the Iran war and U.S.-China tariffs. He argues that tariffs on China are an idle threat, and the Middle East conflict benefits China by distracting the U.S. but also poses risks due to China's oil imports. The conversation covers China's role in Iran and the limits of its power.

  • Kupchan analyzes the impact of the Iran war on global politics and alliances.
  • He suggests the war fractures NATO and distracts the U.S., which benefits China strategically.
  • He believes tariffs on China are unlikely due to Trump's desire for a trade deal and economic concerns.
  • He explains China's dependence on Iranian oil and its diplomatic relationship with Iran.
  • He discusses China's position as part of an 'axis of autocracies' with Russia and Iran.
  • He highlights the limits of Chinese and Russian power in assisting Iran during the conflict.
  • He describes the operational challenges of a potential blockade in the Strait of Hormuz.
  • He notes that China prefers to stay distant from the war to focus on trade.
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