Trump, Long Erratic on the World Stage, Reaches a New Level

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News Analysis

Whether because of his increasingly mercurial approach or despite it, President Trump has won some foreign policy victories in his second term. The question now is whether he can build on his record.

President Trump, wearing a blue suit and open-collar white shirt, stands in a doorway.
In his second term, the only thing predictable about President Trump’s handling of global affairs is that it will be an unpredictable mix of instinct, grievance and ego. Credit...Haiyun Jiang/The New York Times

David E. Sanger

By David E. Sanger

David E. Sanger has covered five American presidents in more than four decades at The New York Times. He often writes about superpower conflict, the subject of his latest book.

Oct. 26, 2025, 2:09 p.m. ET

Nine months into his term, President Trump’s approach to allies, adversaries and competitors around the world has proved a strange mix of successes and increasingly frequent and erratic eruptions, whether he is dealing with Canada or China, Venezuela or the Middle East, or the war for control of Ukraine.

Without question, Mr. Trump has enjoyed some substantial second-term foreign policy victories. European allies are now on track to spend far more for their own defense than they imagined a year ago, something several presidents have demanded but Mr. Trump forced.

He has intervened to help defuse a number of long-running regional conflicts, even if some of his claimed successes prove temporary. His biggest achievement to date, winning the freedom of the 20 living hostages held by Hamas and a fragile cease-fire in Gaza, required forceful and skillful handling of his reluctant Israeli counterpart.

But if anyone expected Mr. Trump to grow into the kind of global statesman that most of his predecessors sought to be remembered as, they have been sorely disappointed.

Never known for consistency or niceties, Mr. Trump has only grown more capricious in his conduct of foreign policy, a tendency on full display as he begins a swing through Asia to confront a combative China and allies uncertain of what he wants or how to deal with him.

“The president has an instinctual feel for countries’ vulnerabilities and pressure points,” said Richard Fontaine, the chief executive of the Center for a New American Security and a former adviser to Senator John McCain. “This sometimes produces leverage he uses to productive ends, which we saw in Europe and Gaza and the Iran strike. But it also has downsides.”

Not long after a fruitful meeting with Canada’s prime minister, Mark Carney, Mr. Trump shut down trade talks in a pique on Friday because he did not like a Canadian television advertisement that featured the true voice of President Ronald Reagan, from a 38-year-old radio speech, warning of the long-term costs of tariffs. On Saturday, he went further, slapping additional 10 percent tariffs on Canadian goods — a move that could cost American consumers billions, simply because Mr. Trump was unhappy with the ad, which was created by the Ontario government.

He reacted with fury, threats and sky-high new tariffs this month when China announced new limits on U.S. access to much-needed rare earth minerals, but then lowered the temperature as he headed to Malaysia on Friday night, telling reporters on Air Force One that both he and President Xi Jinping of China would have to make concessions this week to reach a trade deal. On Sunday, his negotiators announced progress.

After campaigning on a platform of avoiding foreign entanglements, he dispatched a virtual armada to the Caribbean to put pressure on Venezuela and apparently seek the ouster of President Nicolás Maduro. He continues to turn up the military heat, dispatching an aircraft carrier to the region in recent days and striking at least 10 boats that he claimed, without disclosing evidence, were carrying drugs. Most legal experts say the summary killings of civilians — at least 43 are now dead — are without legal justification, but Mr. Trump refuses to provide Congress or the public a clear statement of his goal.

And he has so whipsawed on Ukraine that European officials have repeatedly raced to Washington to understand whether Mr. Trump is siding with President Vladimir V. Putin of Russia or with Ukraine.

“If your negotiating position is ‘we’ll do whatever works,’ of course you are going to get played, whipsawed,” said Celeste Wallander, a Russia expert who served as assistant secretary of defense for international security until January. “This is what happens when you don’t have any grounding positions in a high-stakes international negotiation. You get a constant spiral of strange, changing positions.”

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A Ukrainian artillery unit this month. Mr. Trump has swerved from repeating Russian talking points to floating the idea of giving Ukraine powerful Tomahawk missiles, only to change his mind.Credit...Tyler Hicks/The New York Times

More than nine months into his second term, the only thing predictable about Mr. Trump’s handling of global affairs is that it will be an unpredictable mix of instinct, grievance and ego. And there is little evidence that his tantrums, swerves and reversals are strategic and thought-out, as his supporters sometimes insist, rather than the products of impulsivity, mood and circumstance.

Either way, foreign leaders and ambassadors know to remain wary at all times, with one saying the other day that he enters the Oval Office with the kind of caution needed if there were sticks of unexploded dynamite under the couch cushions.

As he prepares to meet a new Japanese leader and Mr. Xi — and after he made a strange, public plea to the North Korean dictator, Kim Jong-un, to meet him, even though his last diplomacy was followed by a surge in the size of the North’s nuclear arsenal — Mr. Trump is at something of a turning point. Can he build on the foreign policy successes he has had, or will his mercurial nature continue to generate confusion and conflict, rather than results?

Mr. Trump’s blowup with Canada started as he went into a rage on social media over the Ronald Reagan voice-over, but he also charged that “Canada is trying to illegally influence the United States Supreme Court in one of the most important rulings in the history of our Country,” a reference to a case the court will be hearing that weighs the constitutionality of some of Mr. Trump’s tariff moves.

The president now says he may attend the court’s session when it hears the case.

Canadian officials say the intent was not to influence the court; it was to remind Republicans that their party had departed from Reagan’s beliefs, and was ignoring his warnings. But Mr. Trump has not worried much recently about interfering in another country’s judicial process.

Less than two weeks ago, he stood in the Knesset, Israel’s Parliament, and, in a diversion from an hourlong speech celebrating the hostage release, urged that Prime Minister Benjamin Netanyahu be pardoned in an ongoing criminal case. And he has not dwelled on his decision to impose 50 percent tariffs on Brazil because it was, in his words, conducting a “witch hunt” by putting the former president Jair Bolsonaro, a Trump friend, on trial, charging him with trying to stage a coup to prevent the current president, Luiz Inácio Lula da Silva, from taking office in 2022.

Then there are the strikes in the Caribbean and the Pacific, which seem likely to accelerate once the Gerald R. Ford carrier group is on station off Venezuela in a few weeks, a move ordered on Friday.

But while the Pentagon amasses firepower — roughly a seventh of the Navy’s active fleet will be near Venezuela when the Ford arrives — the White House will not declare what its strategic objectives are in the buildup. Officials publicly say the operation is to stop the flow of cocaine and fentanyl, but U.S. officials privately concede they are part of a larger drive to oust Mr. Maduro, Venezuela’s authoritarian leader.

And then there is Ukraine, where Mr. Trump has swerved from repeating Russian talking points to floating the idea of giving Ukraine powerful Tomahawk missiles, only to change his mind.

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Mr. Trump with President Volodymyr Zelensky of Ukraine and European leaders at the White House in August. Credit...Doug Mills/The New York Times

In July, just before meeting Mr. Putin in Alaska, Mr. Trump agreed with his European allies that the most vital step was to obtain a cease-fire, so that the guns would be quiet while negotiations finally took place. But as soon as he got to the American air base in Anchorage, he said he and the Russian leader had agreed that what was needed was a full peace agreement. Cease-fires can be broken, he explained. Only a full peace accord would suffice.

European leaders rushed to Washington, gathering around the president in the Oval Office to get him back on track.

When there was no follow-on negotiation for a peace accord, Mr. Trump declared that he thought it possible Ukraine could gain back all the land it lost to Russia after the 2022 invasion, arguing that the Russians were in “BIG economic trouble” and could not fight. Then he said he was nearly persuaded to give Tomahawks to Ukraine that could reach deep inside Russia.

But a well-timed phone call from Mr. Putin convinced him that this would lead to escalation with the Russians, and he backed off. When Mr. Zelensky arrived in Washington last week, Mr. Trump insisted that a cease-fire — what he rejected two months before — was the only option, freezing the fighting at current lines.

“Let it be cut the way it is,” he said, referring to the parts of the Donbas region in eastern Ukraine that Russia now occupies. In private, he warned Mr. Zelensky that “your country will be destroyed” over time by Russia, according to a senior Ukrainian official — the opposite of what he had said a few weeks before.

The meeting with Mr. Putin that the president said would happen in Budapest in a few weeks disappeared, leading the president to impose his first sanctions on Russian oil exports. White House officials hailed it as a significant moment: It was the first time Mr. Trump had added to the thousands of sanctions imposed on Russia after its invasion of Ukraine in February 2022. But they declined to say what had changed since the spring, when Mr. Trump exempted Russia from most of his tariffs.

“The driving force of this roller coaster,’’ said Ivo Daalder, a former U.S. ambassador to NATO, “is the president’s desire to be seen as the one who ends the war. He doesn’t care how it ends, or with what consequences. Only that it ends and supports his claim to a Nobel Peace Prize.”

David E. Sanger covers the Trump administration and a range of national security issues. He has been a Times journalist for more than four decades and has written four books on foreign policy and national security challenges.

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