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Culture War Roundup for the week of May 27, 2024

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What are the odds China moves on Taiwan in the next 12 months?

The Ukraine war seems to be ushering in a major political realignment in the West. Previously staunch pacifists are penning pieces about how they went from left to center-left, as yesterday's liberals become today's neoliberals and tomorrow's neocons. The circle of life turns, I suppose? It certainly seems like wokeness has traveled far enough down the barber pole that my age cohort is starting to lurch rightwards. Noah Smith is writing hawkish piece after hawkish piece claiming we've entered a new cold war, with a new Axis of Russia, China, Iran and North Korea opposing America and NATO & Friends. He linked to this article making the case for a new cold war, and specifically China moving on Taiwan:

in practice. I see three main plausible scenarios:

Pearl Harbor. China combines an invasion of Taiwan with an attack on U.S. installations, at least in Guam, and possibly on Japanese territory as well. The United States, and possibly Japan, are immediately at war with China, with high likelihood of rapid escalation to general war.
Korea 1950. China attacks Taiwan, probably associated with preparations for invasion. Though, as in South Korea in 1950, the U.S. defense commitment is ambiguous, the brazen character of the attack raises the odds of at least U.S. and Japanese intervention, and all prepare for the possibility of escalation to general war.
Indirect control. China implements air and sea border controls to make Taiwan a self-governing administrative region of China. There is no need for a direct attack on Taiwan or any blockade of usual commerce. Without initiating violent action, the Chinese can assert sovereign control over the air and sea borders to Taiwan, establishing customs and immigration controls. This is not the same thing as a blockade. A blockade would instead become one of the possible consequences if the other side violently challenged China’s assertion of indirect control.

Most of the time, the arguments I see putting China's invasion 5-10 years in the future focus on the second scenario and claim China is still lacking amphibious materiel/experience to pull off a D-day tier invasion. I've only rarely seen the third possibility discussed, but it seems much more likely. The recent military exercises to point in this direction.

This is all wildly outside of my lane. What do people think the odds are that China instigates some kind of blockade or customs control over Taiwan in the next 12 months? The bull case:

  1. The wars in Ukraine and Israel are straining US defense production almost to breaking point already, however, waiting a few years could see China confronted with an America and EU that brought a ton more military production capacity online.
  2. The election will inevitably (particularly now that Trump is a felon) lead to an enormous amount of chaos between October 2024 and February 2025.
  3. China's relative advantages must be reaching their zenith, given demographics and the resurgence of neo-industrial policy.
  4. A demoralized military-class that is increasingly apathetic to foreign policy/wars that don't directly impact Americans.

The bear case:

  1. Significant domestic malaise following the mess of zero-COVID, the housing crash and relative slowdown of the economy (or does this make it more likely to boost support for the regime?)
  2. Fear of economic/military retaliation from US, Japan, Australia, Korea?
  3. Taiwan is a convenient way to whip up nationalism, but would be inconvenient to actually invade and potentially bungle.
  4. ?? Honestly, I'm having difficulty articulating reasons why China wouldn't make a move soon.

I'm interested in whether people think this is largely driven by Gell-Mann amnesia and I'm being irrationally swayed by an increasingly hawkish media environment/overly focused on domestic US politics, or whether the odds of China invading are much higher than people seem to think (although I could only find a betting market for a hot-invasion).

My read is that China will take Taiwan, and they'll do it very similarly to the way they did Hong Kong, and almost certainly not in the next twelve months.

The Taiwanese consider themselves chinese, large sections of their population already support union with China, the Taiwanese military is ridiculous and corrupt. In time politics, soft power, economics and possible chinese control of the south pacific will give China a beachhead in Taiwan without invasion. Say what you will about the Chicoms, they plan for the future.

My guess is the only thing that would trigger an invasion is a tottering Communist Party which needs a popular war to stay in the saddle.

The Taiwanese consider themselves chinese, large sections of their population already support union with China,

That plan was going quite well until they altered the deal on Hong Kong. When they did, Taiwanese support for unification crashed to lizardman and has remained there since.

Indeed, things change. Reunification cannot happen peacefully in the present circumstance. But maybe in another 50 years things will have changed again.

Say what you like about what the CCP did to Hong Kong (and believe me, I do), but it demonstrated their ability and patience to execute a multi-decade plan.

Say what you like about what the CCP did to Hong Kong (and believe me, I do), but it demonstrated their ability and patience to execute a multi-decade plan.

I don't think it was particularly likely to be a multi-decade plan secretly passed down. I think decades ago Chinese leadership wanted at least partial control of Hong Kong as a matter of national pride, but didn't think they could get away with total control. And then more recently they felt they could get away with total control, so they went ahead and enforced more control.

And then more recently they felt they could get away with total control, so they went ahead and enforced more control.

I think it's more like "they did some things they didn't think would cause a furore that did, and then they weren't sure they could maintain control without a full crackdown".

I'm definitely in agreement with you against @AshLael that what happened in Hong Kong does not scream "long-term plan". The "charm offensive" screamed "long-term plan" - you can actually see its effect on Taiwanese attitudes toward unification - and the Darth Vader stunt ruined that plan, so it doesn't make sense for the Darth Vader stunt with that timing to have been a long-term plan (the obvious long-term plan would have been to wait out the 50-year agreement and/or to wait until Taiwan also agreed to 1C2S and had been garrisoned with PLA troops). At the very least, if it was a long-term plan, then the CPC is either completely bananas (yes, yes, they're bad at understanding WEIRD mindset, but "if you break agreement X with person Y, person Z will be less likely to enter agreement X with you" is more general than that) or has a major case of left-hand/right-hand.

Xi in particular seems to have a preoccupation with projecting a certain kind of strength/dominance to the detriment of other concerns, causing him to derail long-term efforts by previous Chinese leaders to sell an image of China as a reasonable and conciliatory actor. I don't know if this got as specific as particular schemes so much as it was a high level strategy that was reflected in how the Chinese government approached various issues.