Trump unbound: The US unravels the world order it built

08 Jan 2026
politics
Ian Bremmer
President and founder, Eurasia Group
US President Donald Trump has recently been making a lot of moves that go against the accepted rules of international relations. US commentator Ian Bremmer analyses the effects of Trump’s unreined actions.
US President Donald Trump gestures as he addresses House Republicans at their annual issues conference retreat, at the Kennedy Center, renamed the Trump-Kennedy Center by the Trump-appointed board of directors, in Washington, DC, US, 6 January 2026. (Kevin Lamarque/Reuters)
US President Donald Trump gestures as he addresses House Republicans at their annual issues conference retreat, at the Kennedy Center, renamed the Trump-Kennedy Center by the Trump-appointed board of directors, in Washington, DC, US, 6 January 2026. (Kevin Lamarque/Reuters)

The year 2026 is a tipping point. The biggest source of global instability will not be China, Russia, Iran or the some 60 conflicts burning across the planet — the most since World War II. It will be the US. That’s the throughline of Eurasia Group’s Top Risks 2026 report: the world’s most powerful country, the same one that built and led the post-war global order, is now itself actively unwinding it, led by a president more committed to and more capable of reshaping America’s role in the world than any in modern history.

... where Monroe warned European powers to stay out of America’s neighbourhood, Trump is using military pressure, economic coercion and personal score-settling to bend the region to his will. And he is just getting started.

Last weekend offered a preview. After months of escalating pressure — sanctions, a massive naval deployment, a full oil blockade — US special forces captured Venezuelan strongman Nicolás Maduro in Caracas and flew him to New York City to face criminal charges. A dictator removed and brought to justice with no American casualties, it was President Donald Trump’s cleanest military win on the global stage.

Trump has already branded his approach to the western hemisphere the “Donroe Doctrine”. It is his version of President James Monroe’s 19th-century assertion of American primacy in the Americas — except where Monroe warned European powers to stay out of America’s neighbourhood, Trump is using military pressure, economic coercion and personal score-settling to bend the region to his will. And he is just getting started.

US getting more involved in other countries

“America First” isolationism, this is not. The US is simultaneously growing more, not less, entangled with Israel and Gulf states. Trump’s willingness to strike Iran last year and meddle in European politics does not exactly scream retrenchment. The “spheres of influence” frame does not fit either. Trump isn’t carving up the world with rival powers, each staying in their lane. Washington just sent Taiwan its largest-ever arms package, and the administration’s Indo-Pacific posture does not evince a desire to cede Asia to China.

A Taiwan Air Force Mirage 2000 fighter jet prepares to land at Hsinchu Air Base, as China conducts military drills around Taiwan, in Hsinchu, Taiwan, 30 December 2025. (Tsai Hsin-Han/Reuters)

Trump’s foreign policy does not run on traditional axes — allies versus adversaries, democracies versus autocracies, strategic competition versus cooperation. It runs on a simpler calculus: can you hit back hard enough to hurt him? If the answer is no, and you have something he wants, you’re a target. If it’s yes, he’ll cut a deal.

Trump wanted to topple Maduro, and there was nothing Maduro could do to stop him. He had no allies willing to act, no military capable of retaliating, no leverage over anything Trump cared about. So he was removed. Never mind that Venezuela’s entire regime structure remains intact, and any transition to a stable democratic government will be messy, contested and largely Venezuela’s to manage (or mismanage).

Trump is personally content with Venezuela continuing to be run by the same repressive regime, as long as it agrees to do his bidding (indeed, he chose this arrangement over an opposition-led government). The threat of the “or else” appears to be working already, with Trump announcing that Venezuela’s new authorities will hand over 30-50 million barrels of oil to the US, with the proceeds — his words — “controlled by me, as President”. Continued success in Venezuela, however narrowly defined, will embolden the president to double down on this approach and push further — whether in Cuba, Colombia, Nicaragua, Mexico or Greenland.

Government supporters participate in a march calling for the release of Venezuela’s ousted President Nicolás Maduro and his wife, Cilia Flores, after they were captured in a US operation in the capital on 3 January 2026, in Caracas, Venezuela, 7 January 2026. (Fausto Torrealba/Reuters)

On the other end of the spectrum is China. When Trump escalated tariffs last year, Beijing retaliated with export restrictions on rare earths and critical minerals — essential ingredients for a broad range of 21st-century consumer and military products. The vulnerability exposed, Trump was forced to back down. Now he is intent on keeping the détente and securing a deal at all costs.

Unless Europeans find ways to gain leverage and credibly impose costs Trump cares about — and soon — they will face the same squeeze he is applying across the hemisphere.

This is the law of the jungle, not grand strategy: unilateral power exercised wherever Trump thinks he can get away with it, uncoupled from the norms, bureaucratic processes, alliance structures and multilateral institutions that once gave it legitimacy. As constraints tighten elsewhere — voters angry about affordability, midterm losses looming, trade leverage shrinking — and his urgency to cement his legacy sharpens, the president’s willingness to take risks on the security side, where he remains largely unconstrained, will grow. The western hemisphere just so happens to be an especially prey-rich habitat, where the US has asymmetric leverage no one can counter and Trump can score easy wins with minimal pushback and costs. But America’s immediate neighbourhood is not the limit of Trump’s approach.

Europe next?

If it was not already clear, the administration’s threats to Greenland clarify that Europe is now part of America’s target set. The continent’s three largest economies all enter the year with weak, unpopular governments besieged by populists within, Russia at their doorstep, and an American administration openly backing the far right that would further fragment the continent. Unless Europeans find ways to gain leverage and credibly impose costs Trump cares about — and soon — they will face the same squeeze he is applying across the hemisphere.

Icebergs float in the water off Nuuk, Greenland, on 7 March 2025. US President Donald Trump is discussing options including military action to take control of Greenland, the White House said on 6 January 2026. (Odd Andersen/AFP)

For most countries, responding to an unpredictable, unreliable and dangerous US is now an urgent geopolitical endeavour. Some will fail; Europe may be too late to adapt. Some will succeed; China is already in a stronger position, content to let its chief rival undermine itself and win by default. Xi Jinping can afford to play the long game. He will be in power long after Trump’s term ends in 2029.

... we will start to see what happens when the country that wrote the rules decides it no longer wants to play by them.

The damage to American power itself will persist past this administration. Alliances, partnerships and credibility are not just nice to have — they are force multipliers, giving Washington leverage that raw military and economic power alone could not have sustained. Trump is burning through that inheritance, treating it as constraint rather than asset, governing as though American power operates outside of time and he can reshape the world by force without lasting consequence. But the alliances he is shredding will not snap back when the next president takes office. The credibility takes a generation to rebuild — if it can be rebuilt at all.

So yes, 2026 is a tipping point year. Not because we will know how this ends, but because we will start to see what happens when the country that wrote the rules decides it no longer wants to play by them.

The article was distributed by the Eurasia Group.