Strategic Resilience and US Security Capitalism

The article analyzes the evolution of American economic strategy, which shifts its focus from maximum cost efficiency (the just-in-time model) to strategic resilience. The author argues that in the face of geopolitical tensions, the US seeks to create a system of redundancy that will allow the state to function under conditions of trade disruption or embargoes without falling into total autarky. This phenomenon, termed national security capitalism, manifests in investments in domestic semiconductor production (CHIPS Act) and the diversification of critical mineral sources. This process is being continued by both the Biden and Trump administrations, despite differences in the choice of tools. The goal is to eliminate asymmetric dependencies that could become tools of political pressure, transforming the economy into a system capable of surviving systemic crises.