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Passant Gardant · Mar 19, 2026

Trump's America First Strategy

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Thomas Anderson · Passant Gardant

The Strategic Premise:

America has been in a multi-front war — economic, demographic, cultural, institutional, and geopolitical. Trump’s strategy treats these as interconnected theaters requiring simultaneous action, with careful sequencing where resources are limited.

THEATER ONE: Secure the Homeland

Border and Immigration

  • Day-one executive orders to restore border enforcement

  • Remain-in-Mexico policy reinstated

  • Military deployment to the border

  • Mass deportation operations targeting criminal aliens first, then broader enforcement

  • End to catch-and-release

  • Challenging birthright citizenship interpretation

Strategic Purpose: Stop the demographic transformation, restore rule of law, reduce burden on public services, tighten labor markets to raise wages for American workers. Deportations also send a signal that reverses the “open border” magnet.

Domestic Security

  • DOJ refocused on violent crime, gangs, cartels

  • Designating cartels as terrorist organizations (enables military tools)

  • Federal intervention in failed cities where invited or legally justified

  • Reversing Soros-prosecutor influence through federal cases where jurisdiction exists

Strategic Purpose: Restore order as foundation for economic revival. Safe streets are prerequisite for investment and community rebuilding.

THEATER TWO: Dismantle the Captured State

Bureaucratic Restructuring

  • DOGE (Musk/Ramaswamy) identifying waste, redundancy, and hostile actors within federal agencies

  • Schedule F reclassification to enable removal of policy-making bureaucrats

  • Agency relocations out of Washington

  • Massive funding cuts to agencies that became ideological enforcers

Strategic Purpose: The administrative state became a fourth branch, unaccountable and hostile to elected leadership. Dismantling it restores democratic accountability and removes internal resistance to the America First agenda.

Ending Weaponized Government

  • DOJ/FBI leadership overhaul

  • Pardons for J6 political prisoners

  • Investigations into previous administration’s conduct

  • Intelligence community restructuring

Strategic Purpose: The security state was turned against domestic political opponents. Neutralizing this threat is essential for political survival and deterring future weaponization.

Purging Woke Ideology

  • Executive orders banning DEI in federal government and contractors

  • Reinstating merit-based hiring and promotion in military

  • Ending critical theory in federal training programs

  • Challenging accreditation bodies that enforce ideological conformity

Strategic Purpose: DEI is the administrative implementation of an ideology hostile to American identity and meritocracy. Removing it from government restores functionality and ends federal subsidy of the ideology.

THEATER THREE: Economic Rebuilding

Tariffs as Industrial Policy

  • Universal baseline tariff (10-20%) establishing that American market access has a price

  • Punitive tariffs on China (60%+) to force decoupling

  • Sector-specific tariffs (steel, aluminum, autos, chips) to protect strategic industries

  • Bilateral negotiations where tariffs are leverage for concessions

Strategic Purpose: Tariffs accomplish multiple goals simultaneously:

  1. Revenue generation (offsetting tax cuts)

  2. Reshoring pressure on manufacturers

  3. Leverage for trade negotiations

  4. Decoupling from China

  5. Resetting the expectation that American workers compete against dollar-a-day labor

Tax and Regulatory Environment

  • Corporate tax cuts to attract capital

  • Deregulation to reduce compliance costs

  • Permitting reform to enable building

  • Energy cost reduction through production expansion

Strategic Purpose: Tariffs create the push away from offshoring; favorable domestic conditions create the pull for investment here. Both are necessary.

Energy Dominance

  • “Drill baby drill” — leasing federal lands, approving pipelines, LNG export terminals

  • Rolling back EV mandates and green subsidies that distort markets

  • Nuclear restart for baseload and industrial power

  • Energy exports as strategic tool (Europe dependent on American LNG rather than Russian gas)

Strategic Purpose: Cheap abundant energy is the foundation of industrial competitiveness. It also generates export revenue, provides leverage over allies and adversaries alike, and breaks the climate-industrial complex that was deindustrializing America by design.

THEATER FOUR: Hemispheric Control (Monroe Doctrine)

Venezuela

  • Crushing sanctions maintained on Maduro regime

  • Capture/rendition operation demonstrates reach

  • Support for opposition, recognition of alternative government

  • Objective: regime change that reorients Venezuelan oil toward American markets and expels Chinese/Cuban influence

Strategic Purpose: Venezuela has the world’s largest oil reserves. Under Maduro, it’s a hostile state aligned with China and Cuba in America’s backyard. Flipping it secures energy supply, removes a hostile actor, and demonstrates hemispheric primacy.

Panama Canal

  • Pressure on Panamanian government regarding Chinese-linked port operators

  • Renegotiation or reassertion of strategic rights

  • Framing: America built it, American security requires it

Strategic Purpose: The canal is critical infrastructure for American commerce and naval mobility. Chinese influence there is intolerable from a strategic standpoint.

Mexico and Cartels

  • Terrorist designation for cartels enables expanded toolkit

  • Tariff leverage to force Mexican cooperation on border and fentanyl

  • Possible cross-border operations against cartel leadership

  • Economic pressure via remittance taxation if cooperation insufficient

Strategic Purpose: Mexico is either a cooperative partner or a hostile neighbor. Cartels represent a genuine security threat (fentanyl deaths exceed any war). Forcing Mexican alignment or acting unilaterally where necessary.

Greenland and Arctic

  • Strategic positioning for Arctic resources and northern defense

  • Control of approaches to North America

  • Rare earths and minerals for supply chain independence

Strategic Purpose: The Arctic is opening; positioning now secures future advantage.

THEATER FIVE: Middle East Reset

Iran Campaign

  • Joint US-Israeli strikes degrading nuclear and military infrastructure

  • Objective: regime collapse or permanent military neutralization

  • Not occupation — limited aims, achieved through standoff capability and local allies

  • Gulf states protected, encouraged toward full Abraham Accords normalization

Strategic Purpose:

  1. Eliminates the primary state sponsor of terrorism

  2. Secures Gulf energy flows (Hormuz)

  3. Removes threat to Israel, enabling broader regional alignment

  4. Denies China a discounted oil supplier and regional troublemaker

  5. Frees American attention and resources for China competition

Broader Middle East

  • Saudi/UAE/Israel alignment consolidated (Abraham Accords expansion)

  • Reduced American troop presence once Iran threat neutralized

  • Transactional relationships: Gulf states pay for protection or provide other value

  • No more forever wars, no nation-building

Strategic Purpose: A stable Middle East aligned with America, requiring minimal ongoing American commitment, with energy flowing freely. This is the exit strategy from the region so focus can shift to China.

THEATER SIX: Great Power Competition

China (The Main Event)

Everything prior is preparation for this:

  • Tariffs force decoupling, rebuild American industry

  • Energy dominance ensures America isn’t dependent on hostile supply chains

  • Hemisphere secured eliminates Chinese footholds nearby

  • Middle East stabilized and aligned denies China easy energy access

  • Domestic institutions purged of hostile actors

  • Alliances restructured so allies contribute meaningfully

Then, from strength:

  • Technology denial (chips, AI, advanced manufacturing)

  • Financial leverage (dollar access, SWIFT alternatives countered)

  • Military positioning (Taiwan, South China Sea, Pacific alliances)

  • Potential deal-making from position of strength rather than managed decline

Russia (The Potential Flip)

  • Russia is the junior partner in the China-Russia axis

  • Russia has reasons to fear Chinese dominance (demographics, border, economic vassalage)

  • A deal that peels Russia away from China weakens China significantly

  • Ukraine settlement that gives Russia security guarantees while ending the bleeding

  • Russia as energy supplier to Europe (under terms acceptable to US) rather than forcing Europe toward energy poverty or Chinese dependence

Strategic Purpose: Avoid two-front great power conflict. Split the adversary coalition. Isolate China.

THE INTEGRATED LOGIC:

All of this works together:

  1. Secure internally (border, institutions, order) so the country can act coherently

  2. Rebuild economically (tariffs, energy, deregulation) so there’s industrial and financial strength

  3. Secure the hemisphere (Venezuela, Panama, Mexico) so there’s no threat nearby and no Chinese encroachment

  4. Stabilize the Middle East (Iran, Abraham Accords) so energy is secure and no resources are tied down

  5. Confront China from a position of strength rather than weakness

Each theater reinforces the others. Energy dominance supports industrial rebuilding. Tariffs create reshoring incentive. Secured borders tighten labor markets. Defeated Iran frees resources. Restructured alliances distribute burden. All of it creates the foundation for winning the strategic competition with China that will define the century.

Read the original on passantgardant.substack.com

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