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The Rest Is Politics

521. Trump’s Naval Blockade: Is America Becoming a Rogue State?

14 Apr 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

0.031 - 23.22 Alistair Campbell

Thanks for listening to The Rest Is Politics. To support the podcast, listen without the adverts and get early access to episodes and live show tickets, go to therestispolitics.com. That's therestispolitics.com. This is classic Trump. I've got a ceasefire, I'm going to send J.D. Vance, and it's all going to be done. And they give up because Iran didn't fold on day one.

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23.5 - 32.868 Rory Stewart

What's beginning to happen here is an America which doesn't even pay lip service to global norms, in fact celebrates outrageously, chaotically defying them.

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33.069 - 47.618 Alistair Campbell

The worry that the lesson that Tehran has drawn is not that restraint on nukes brings security, but that if you're vulnerable, you invite an attack. This episode is brought to you by Fuse Energy.

0

47.858 - 62.518 Rory Stewart

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0

62.739 - 66.844 Alistair Campbell

So if bills are meant to fall from April, why would anyone bother switching?

67.145 - 76.741 Rory Stewart

Because policy sets the floor. The saving itself is automatic. What suppliers offer beyond that isn't, and that's where real competition operates.

77.162 - 90.45 Alistair Campbell

Fuse goes beyond the mandated saving. Customers who switch save around an additional £200 on average. In the Fuse Energy app, you can see exactly what you're using and what it costs with 24-7 support if you need it.

90.43 - 95.238 Rory Stewart

Listeners to the show will also receive a free Trip Plus subscription when they switch.

95.88 - 103.653 Alistair Campbell

Get more than just lower rates. Switch today at fuseenergy.com slash politics using the code politics and save around £200 on your bills.

Chapter 2: Why did JD Vance give up on negotiations with Iran after just 21 hours?

1040.997 - 1060.24 Rory Stewart

And in the end, he just passed it off to victory. He doesn't really like forever wars, and he stops. Of course, he doesn't. What actually happens is that Vance comes out of an unsuccessful negotiation. You and I and most of the world assume that's just one stage in many, many negotiations over many months. And he immediately announces that he's going to do something which is incredibly radical.

0

1060.3 - 1085.432 Rory Stewart

There hasn't been a formal US naval blockade of this sort, really since the Second World War, since people were blockading Germany. Even what they did in Cuba was very different to what they're doing now. So suddenly, this question, when I was following through a week, which is, is Trump going to escalate, you know, wipe out a civilization? Is he going to just be trapped into more of the same?

0

1085.453 - 1108.796 Rory Stewart

Or is he going to declare victory and stop? I honestly think that anybody doing geopolitical analysis or advising a company should be pretty honest about the fact that nobody can see into this guy's brain. And after he makes the decision, of course, you can, with hindsight, provide a story. I He doesn't like losing. It's his vanity. So he's just doubling down.

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1109.036 - 1110.739 Rory Stewart

But anyway, it's this point about prediction. Over to you.

0

1110.859 - 1136.044 Alistair Campbell

But so much of this is about what goes on inside his brain. And this is what makes it so difficult. Let's just take one night. Okay. So this is a guy who, it seems, has a real problem sleeping. With gratitude to a gentleman on social media by the name of Harry Sisson. He did a timeline of all the social media activity of Trump over the course of a night, not a daytime over the night.

1136.204 - 1154.092 Alistair Campbell

Okay, here we go. First of all, 9.49 p.m., he posts the famous picture of him as Jesus, which he now says is him as a doctor. Okay, because the Catholics, the church is unsurprising, were very upset about him saying he was Jesus. Just to explain the image for people who haven't seen it.

1154.152 - 1168.088 Rory Stewart

I mean, he is fully clothed as Jesus with a golden light magically burning in his hand. Laying his hands on a sick man. With angelic creatures flying into the sky behind him up to heaven. Okay, yeah, back over to you, yeah.

1168.068 - 1188.911 Alistair Campbell

So that's a 949, and he later deleted it because there was a bit of an outcry. 950, so that's a minute after Jesus, he posts a picture of the Arc de Trump, as it's now known. This is this 700-foot thing that's going to be a sort of a Washington version of the Arc de Triomphe. He posts a picture of it on the moon, okay?

1189.132 - 1189.232

Yeah.

Chapter 3: How is Trump's naval blockade affecting global oil prices?

1344.544 - 1363.365 Rory Stewart

You know, he was trying to situate it in a long American tradition of isolationism going back to the late 19th century. I don't think that's the right way to read him. I think the two words that occurred to me were permanent emergency and theater of cruelty. Those are my two pretentious phrases.

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1363.345 - 1379.348 Rory Stewart

I think there was a temptation when he came in at the beginning of his term to think, okay, we know what's happened. We've gone from democracy to populism. We've gone from global free trade to protectionism. We've gone from a rules-based international order to America first.

0

1379.648 - 1390.466 Rory Stewart

So that sort of story would be the kind of dominant story that we're kind of returning back to the isolationist world of, I don't know, Andrew Jackson and or even the pre-Second World War. But it doesn't feel like that anymore.

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1390.887 - 1409.403 Rory Stewart

It now feels like, actually, and this is something you pointed out in the debate with Dominic, he, during the election campaign, had said, this isn't a guy interested in aggressive war. Well, you've pointed out that actually, warfare is very, very central to the way that he approaches things. Everything is turned into an aggressive emergency.

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1409.423 - 1435.017 Rory Stewart

And if you put together the pattern, using tariffs against Europe to try to steal Greenland, abducting Maduro, assassinating a head of state with Khamenei, posting himself as Jesus, putting in a naval blockade, which we need to get into in more depth, is a very, very startling thing to do in terms of international law and warfare. What's beginning to happen here is an America which...

1434.997 - 1455.427 Rory Stewart

doesn't even pay lip service to global norms. In fact, celebrates, flouting, celebrates, outrageously, chaotically defying them. In fact, what I would say is that the United States is increasingly behaving like Israel. But Israel's reason for doing it was always that it was a small country facing existential threat.

1455.467 - 1469.91 Rory Stewart

That was the justification Israel came for rejecting the UN, declaring the Secretary General of the UN persona non grata, rejecting international legal arguments. attacking Lebanon, attacking Gaza, etc. The US doing it is something completely different.

1469.99 - 1490.707 Rory Stewart

The US is demanding, like Israel, the right to just pursue its sovereign interest and ignore completely what this means for global norms, law, precedent setting. But the US isn't Israel. It's not a small state with no peer competitors in the Middle East. It is the architect of the entire global order, and it faces with China a peer competitor.

1490.747 - 1496.8 Rory Stewart

So the repercussions and ripples, if America becomes a rogue state, is much more profound.

Chapter 4: Is America becoming a rogue state under Trump's leadership?

1512.287 - 1525.568 Alistair Campbell

Two, stay committed to the principle of national sovereignty. Three, stay committed to the principle of international rule of law. Four, stay committed to a balanced approach to development and security. Now...

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1525.548 - 1551.287 Alistair Campbell

That is one that is pretty sophisticated trolling, but also it's underlining to the rest of the world that at a time when America appears to be so unreliable and unpredictable, China is operating according to what he's setting out as a group of principles. that they stick to. And I was reading, it might have been, was it in the New York Times? I don't know.

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1551.327 - 1573.845 Alistair Campbell

I haven't read them all, as you have this week, Roy, but I was reading, no, it might have been in a Middle East paper, but it was the, you know, the Arab barometer that measures public opinion in the Arab world. I mean, since October the 7th and the Israeli and American reaction to it, the reputation of both those countries has gone to a very, very bad place.

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1574.165 - 1592.151 Alistair Campbell

Now, Trump may not care about that, but I think any previous president would have done. So essentially what it's showing is that on the whole, they now regard China as Russia and Iran more favorably than the United States. Now, not all of them. There are some countries that that is not the case.

0

1592.631 - 1617.546 Alistair Campbell

And so Trump's foreign policies, if you look at the favorability, 24% of Iraqis, 21% of Lebanese, 14% in Tunisia, 12% in Jordan. and the Palestinian territories. And then you look at the support for Xi Jinping's policy towards the Middle East, it's 26 points up in Tunisia, 25 points up in Jordan and Palestine, 19 points in Morocco, five points in Iraq.

1617.747 - 1627.823 Alistair Campbell

Now, in the end, these are just polls, but they reflect something quite profound that's going on in the global assessment of the USA and China.

1628.105 - 1650.322 Rory Stewart

If it's right that what the US is becoming, that the architect of the global system is itself becoming a rogue state. I think there are three broad paths that we could be going on over the next five years. One of them is what the US is gambling on, which is that we all suck it up and acquiesce. Britain, Europe, cut side deals, Canada folds. We don't have any options.

1650.402 - 1672.816 Rory Stewart

We can't really go anywhere else. We have to accept it. Second option is that actually we collapse into global chaos. that a lot of other countries begin to think, well, screw it. US does this, well, we can do our own naval blockades. We can blockade the Black Sea, we can blockade the South China Sea, we can bomb people, we can assassinate people. And why?

1672.836 - 1691.351 Rory Stewart

Well, because if another state were to do this now, what exactly was the US supposed to say? And the US say, we can't like, we don't like it, but they can't say anymore, you violated global norms, or you've done something to get you out. The third possibility, though, is the one that you're pointing to, which is the emergence of a new global order.

Chapter 5: What are the consequences of the US's actions on global norms?

2070.627 - 2090.017 Alistair Campbell

Interestingly, Merz yesterday, I watched the thing he did. They've got a little of a sort of political problem going on with this row between one of his ministers and other members of the coalition. But he was pretty hard over in criticizing Trump on some of this. The other thing I've found, Maloney's been criticizing him in particular in relation to his attack on the Pope.

0

2090.397 - 2116.564 Alistair Campbell

I mean, this underlines the narcissism that we're dealing with here. The Pope's job is actually sometimes to speak truth to power and to say wars generally aren't very good. OK, and that's kind of what he's saying. At which point Trump comes out and basically says he's pro-Iranian and he's soft on crime. I mean, the guy's nuts. I think we've got to stop pretending this is a normal president.

0

2116.805 - 2139.86 Alistair Campbell

Your point about the Today program, I don't listen to the Today program every day, but I was speaking to somebody last week who does, who's a member of the cabinet, who said that last week, or was it the week before, Five out of the seven days of the week on the BBC main bulletin at seven o'clock began with the words Donald Trump or a variation thereof.

0

2140.481 - 2154.904 Alistair Campbell

What he says is deemed to be newsworthy, even when it's completely insane and actually needs a bit of a bit of context. Maybe my final point for the break, Rory, is I've said to you before that one of the worst periods of my time with Tony Blair were the fuel protests.

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2155.222 - 2173.913 Alistair Campbell

20-odd years ago now, these fuel protests that are kicking off in Ireland are looking really bad, and I suspect they're not going to be the only country. I'm in France at the moment. There's quite a lot of garages saying no diesel. I was speaking to somebody who says that their bill for their heating fuel has doubled. since this thing started.

2173.953 - 2190.377 Alistair Campbell

So this is going to eat into every country's politics and economics everywhere. And all because, as you say, this guy decided, I'm going to take out Iran, even though everybody has told me, he's thought about this before, this is a crazy, crazy thing to do.

2190.617 - 2207.636 Rory Stewart

Well, quick break, and then back to talk about this extraordinary interview that you did with Zelensky. See you soon. Welcome back to The Rest Is Politics with me, Rory Stewart.

2207.796 - 2213.325 Alistair Campbell

And me, Alistair Campbell. So, Rory, how much do you wish you'd been with me talking to Zelensky?

2213.545 - 2235.738 Rory Stewart

A lot. A lot. That was very sad. It's the great interview. It's the one that we've been aiming for now for four years. And you finally pulled it off. And there was I looking at blue-footed boobies and seals. I was tempted to try to join for my boat, but I can assure you, you would have been really, really angry with the internet speed off a boat in the Galapagos.

Chapter 6: How does the situation in Ukraine relate to the US-Iran conflict?

3271.195 - 3289.029 Alistair Campbell

But the Arctic, the Arctic is so big in this. And George Robertson, you mentioned George Robertson, former defense secretary, former general secretary of NATO, one of the three people who did the defense review. And he's clearly really believes that we, the UK, are not well set up for this developing, changing world.

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3289.21 - 3308.975 Rory Stewart

Can I just finish with a bit of a plug to follow up? The Zelensky interview is really beautiful, but there's a lot of other great interviews on leading. So if people are doing a long car journey or going to the gym, catch up on the back catalogue. Naz Shah, a kind of blistering, bewildering interview about her experience.

0

3308.995 - 3332.256 Rory Stewart

She's a British Member of Parliament of her early childhood in Britain and Pakistan and her family and incredible family trauma. One of my favourites that we haven't talked about enough, Sarah McBride, who is, again, will challenge some listeners, but is a transgender congresswoman talking in the most open, lovely way about what it is being trans. So I would...

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3332.236 - 3353.518 Rory Stewart

Encourage people who find this debate uncomfortable and the many listeners who dislike the way that Alistair and I approach it to listen to Sarah McBride and maybe come back to us and again, you know, have another go at us about that. But so many other wonderful things. I mean, if we're talking about the global order, Pedro Sanchez, the one leader defying Trump, President Stubb.

0

3353.498 - 3368.795 Rory Stewart

Gavin Newsom, Olive Schultz, all in the last few weeks. So please, please just have a look at the back catalogue. And actually, if you go back further, we've got some great interviews with Iran specialists, military specialists, intelligence chiefs, and the rest.

3369.456 - 3375.223 Alistair Campbell

And coming up on Monday, Anas Sarwar. But meanwhile, do check out Zelensky.

3375.343 - 3394.268 Rory Stewart

Congratulations again on Zelensky. And I thought startling and really, really matters. And the only thing that... I would add as my final thought is he's in trouble in some ways because of what Trump's doing in Iran. Because in effect, Russia is now making much more money from its oil revenue.

3394.529 - 3411.214 Rory Stewart

It's probably one a year or 18 months, which it wouldn't otherwise have had when it was in real trouble on the front line. It's now economically stronger. And he will be worried, as he said, that they're firing a lot of the Patriot interceptor missiles that he needs for Ukraine in Iran. I mean, it's

3411.194 - 3438.012 Rory Stewart

It's another sign that Trump is not just heedless of consequence, but by doing this completely unnecessary, chaotic world economy, destroying madness in Iran, he's actually totally undermining the West's position against Russia and against China by distracting and blowing all the credibility, legitimacy, missiles, and money on this unnecessary conflict rather than saving them for things that matter most.

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