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So as one of the resident Taiwan pessimists, I have surprising news. Contrary to all my expectations, Trump might have actually pushed back a Taiwan invasion. I'm always a little suspicious of the variable quality of Time magazine stories, but this laid out a pretty cogent case. First, my prior base case:
You can definitely still make this case. I'm almost tempted to. On a very substantial fact-based level, the US in the next 1-2 years especially will be possibly at the lowest level or readiness in a great while: large portions of the fleet will need refits, interceptor stocks will take years to recover even under optimistic scenarios, other precision munitions are also low, every conflict lowers US domestic appetite for more, and contrarily war would improve domestic approval within China that's otherwise a little grumpy with recent so-so growth. Additionally, there's some mild but decent evidence that US defenses are indeed still vulnerable to the new classes of hypersonic missiles. US capacity and abilities are sure to spike again in the 3-5 year time frame as the US not only implements highly relevant fixes to problems that have been exposed recently, but also continues to re-orient its efforts to prioritize things that threaten China more both directly and indirectly, so the window is real but closing.
However, on a more how-the-real-world-works level, war is less likely. Trump demonstrated quite clearly that the US military is far more capable and combat-ready than observers had assumed. It has the capacity to plan carefully thousands of targets, kidnap or assassinate world leaders (though with nuclear-armed China I disagree that this is very relevant), completely overwhelm air defenses without losses (including at least some amount of Chinese-made equipment in both Venezuela and Iran), sustain and project power across the globe, process an enormous amount of intelligence and surveillance with decent accuracy, and more. And clearly the President can unilaterally do whatever they want, with Trump in particular shedding a previous (avowed) aversion to conflict. DPP is not weak exactly, but definitely having some down moments compared to the more pro-China KMT within Taiwan, mildly raising hopes of a political reunification. And Taiwanese self-defense efforts as far as I can tell remain pretty lackluster despite continuing to shell out for some high end systems. Furthermore this is a tiny little dry run of how badly the global oil supply can get screwed with even a regional war, doubtless actual action would be worse, and I'm guessing China feels a bit of that pain.
And sure enough this seems to be the initial reaction. Here for example, we have a typical bellwether academic at a flagship university saying stuff like this:
Reading between the lines, the obvious message is: wow, actually, the US is doing really well at deterrence recently in all of these three areas, especially demonstrated capacity and resolve, and China has, well, very little to show for its own efforts. No big operations besides military exercises. No real allies willing to pitch in. Unclear transmission of internal resolve to America, too. So in our how-the-world-actually-works framework, China is missing the essential psychological ingredients to actually pull off deterrence even if I still believe that in terms of the nuts and bolts, China could win pretty handily even if the US intervenes (in terms of a conflict itself) and has more cards to play in terms of the "how". They know it, too, but that's likely not going to be enough.
As such I'll take a predictive L in advance. My predictions about 4-5 years ago that a Taiwanese invasion would happen in approximately this timeframe was wrong. Difficult to foresee political factors significantly distorted the general strategic picture, which I assert remains accurate. My primary failing was underweighting the political side of things and the significant variance there, along with its impact on the strategic calculations necessary to pull the trigger on a big move.
I'm sorry, but it seems a bit of an unjustified update. Taiwan timeline likely didn't change a bit.
Right, the war with Iran has already wasted years' worth of production of interceptors, and you've even got a $1.1B radar and it seems multiple of those vaunted THAAD systems destroyed. This looks extemely bad for any future conflict with China but not because you'll take time to replenish this stuff. I've given to understand that Americans have a certain logarithmic sense for prowess of different adversary nations: Venezuela and Cuba are like "5-6", Iran and Russia are "7", China is maybe "8". In reality the differences are measured in the orders of magnitude. If Iran can exhaust these interceptors in a week, a massive Chinese strike would probably take hours to burn through Guam, Okinawa, and whatever is on Taiwan. They're making 31 million cars a year, just for example; mobilized, they can make not thousands but tens of millions of flying mopeds if they want. Interceptor-based defense is just inadequate against a superior industrial power; it barely works against an inferior one.
Yes, one can argue that this doctrine is getting obsolete if DEW-based defense advances, but similar logic applies to whatever comes next, and what's happening now isn't a case of getting caught by surprise – like a third of your naval power is in the theater, amid long-established bases, with local cooperation; and you've been watching the war in Ukraine for over 4 years, these are the same damn Shaheds (maybe with a few modifications) Russians had been using early on, from the OG Shahed maker. Where are Palmer Luckey's Roadrunners or Anvils knocking them out for cheaps? All these AI-driven turrets? Lasers, EW systems? The anti-ballistic front is less embarrassing but still economically sad. In light of all this, it's unclear to me why China would ever care about the "opportunity" presented by the US exhausting interceptors elsewhere.
This is a strange take too. Which observers believed that the US can't enjoy air superiority against Iran? Some doompillers who watched one too many recruitment ad with LGBT representation?
What actually matters is, for instance, whether they can detect and effectively engage your stealth aircraft. And this war is not teaching us much because Iranians don't have any modern Chinese assets or equivalents. I've been trying to find confirmations of hits of anything of that sort, because the entire internet is overflowing with claims how American-Israeli Power has proven inefficacy of Chinese temu radars/missiles. So far I've only learned that CENTCOM has taken out an HQ-2 SAM with something like a JDAM. It might be Sayyid 2, though. In any case both are close derivatives of the Soviet 75 Dvina, and 75 here is not for the year of commissioning, it actually dates back to 1957. It's probably the most widely deployed SAM in history, you've had trouble with it in Vietnam, and have learned a thing or two since then. There are some claims by pro-PRC third worldists and hawks alike that «China Arms Iran with 700km Anti-Stealth Radar Capable of Tracking F-35 and B-2 — YLC-8B» , and consequently now gloating that those radars have been destroyed. It's not impossible, after all having a long-range radar unit by itself doesn't imply you can react effectively, but I just hope that Americans and Israelis show photos of the wreckage. Same story with alleged Chinese missiles and everything else.
In Venezuela, it's not clear if any air defense systems were even operational, or stuck in half-disassembled mode. Looking up this stuff one is struck by the vast overrepresentation of American and Indian content, indeed Americans and Indians are becoming culturally indistinguishable.
This is just … I don't know how to describe it, some mix of naive idealism and narcissism. Is Xi a dictator or nah? Why would he need a "greenlight" in the form of example of belligerence from his main pacing threat? Where would he cash it in? Nobody important in, say, Europe will claim that whacking Iran is morally or legally equivalent to conquering Taiwan, so it changes nothing and is only good for domestic rhetoric about Western hypocrisy. I guess Americans are so powerful that they can afford to be solipsistic, and so might overrate the value of domestic moral rhetoric in the general case. But even on that front, China is quite unified in believing that reunification, including by violent means, is justified. United States is no standard or paragon. It's not making invasion more likely.
I think they've been quite sure they'll lose access to oil imports in the case of the full-scale war with the US, and will have to fight for it.
Basically I believe Americans strongly overrate how much their antics in random powerless Evil Nations affect Chinese plans one way or another way. They're just not informative.
If you think I'm a Chinese shill, here's a Chinese hawk with impeccable credentials: Tanner Greer.
The idea that the Iran operation was mostly about China, that it fundamentally changes Chinese perceptions of American strength, or that it has already altered the balance of power between China and America in any real way, is bizarre to me.
We know what metrics the Chinese judge their competition with the US by. We know the military measures they care about and we know the non-military elements of national power that they think are most important.
Very honestly: the upcoming war powers resolutions vote on Iran will likely matter more to Chinese perceptions of American capacity (if the admin fails to get the vote) than the actual military attacks on Iran. Not hard to predict the sort of analysis the Xie Tao types will write up.
To fundamentally change Chinese perceptions (or for that matter, realities, as IMHO the Chinese are largely looking at the right metrics) the Iran operation would have to change one’s answer to any of the following questions:
Anyways you get the idea. The Party leadership sees geopolitical competition between the United States and China as a contest of technological supremacy. The long run weaknesses they see in the United States are political and cultural; in turn, the thing they fear most is ideological subversion of their own regime. Militarily they prepare for a no-holds barred fight over the waters of the west Pacific —the key factors there are the willingness of US, Japan, and Taiwan to be a part of that fight and then our ability to sustain it in the face of great losses in both men and machinery. The Iran stuff is orthogonal to almost all of that.
I don't think air superiority is the right term for what the US enjoys above iran... What's above air supremacy? air superlativity?
The Coalition lost 70 planes in the first gulf war. Are there any confirmed plane losses, aside from the three who fell to Kuwaiti friendly fire? Or is this propaganda?
And the entire leadership was wiped out, that's new too. I thought the iranians had a chance to damage an american warship, since the ukrainians and argentinians managed to sink russian and english boats. It's a complete massacre, come on.
Firstly the US lost another F-15 to Iran, apparently they rescued the pilot, also lost a bunch of drones...
Secondly, air superiority in NATO parlance means 'the degree of dominance in the air battle of one force over another that permits the conduct of operations by the former and its related land, sea, and air forces at a given time and place without prohibitive interference by the opposing force.' It is not derived from calculating losses of aircraft.
Thirdly, there is nothing above air supremacy. If the US possessed air supremacy US forces would not be under air attack.
The US doesn't actually have air superiority, partially on a definitional level because this is a weird air-only conflict... Both sides are just bombing eachother. Also, the US doesn't have air superiority because Iran is also launching their own air attacks against US forces and Israel, at times and places of Iran's choosing. This is why the US is launching all these standoff attacks and long in-air refuelling chains to bomb Iran, why even Hegseth is saying it will take some time to achieve air superiority. If the US held air superiority they could move closer in, secure the straits of Hormuz against air attack and focus on bombing Iran.
Yeah, I believe the paradigm was mostly invented as a complement to combined arms warfare, and as you point out since this isn't traditional combined arms warfare (no ground troops) it doesn't really apply.
However I think it's too early to really say definitively how close to air supremacy they are, insofar as that makes sense to say. They're being careful, but clearly have a desire to start using more guided bombs than missiles (or even gravity bombs). Looking at the news, as of one or two days ago the US started using its nonstealth bombers: B-52's and B-1B's in Iran. That sort of hints toward yes, but IMO true air supremacy these days at least implies that you can use helicopters more or less freely as well, which is plainly not the case right now.
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