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In October 2022, the Chinese Communist Party elected Xi Jinping for a third term as general secretary, setting Xi on a path to be the longest-serving leader since Mao Zedong’s rule ended in 1976.

The extension of Xi’s rule carries significant implications not only for China, but for the broader Indo-Pacific region and global geopolitical order. No country is more aware of this than Taiwan, which has carefully walked the line between its own autonomy and Beijing’s desire for reunification since the 1940s.

After a summer of rising tensions, many experts believe that Beijing’s timeline for an attempt at reunification is much shorter than conventional thinking has assumed. On the World Class podcast, Michael McFaul, director of the Freeman Spogli Institute for International Studies, discusses the prognosis for Taiwan with Oriana Skylar Mastro, an expert on the Chinese military and security, and Larry Diamond, a scholar of China’s sharp power and the role of Taiwan in the Indo-Pacific region.

Listen to the full episode and read highlights from their conversation below.

Click the link for a full transcript of “What We Need To Talk About When We Talk About Taiwan.“

The Likelihood of Invasion


In stark terms, Oriana Skylar Mastro, a center fellow at the Freeman Spogli Institute for International Studies, believes there’s a 100% chance China will use some sort of force against Taiwan in the next five years. For the last twenty years, China has been making concerted efforts to modernize its military and increase its capabilities not only to assert force against Taiwan, but to deter intervention from the United States.

In the majority of scenarios, the United States wins in a conflict with China over Taiwan. But the United States also carries a distinct geographic disadvantage. The distance across the Taiwan Strait between the island and mainland China is approximately 100 miles, which is roughly the distance between Richmond, Virginia and Washington D.C. If China moves quickly, PRC forces could take Taiwan before U.S. forces have time to move into position.

When considering possible outcomes in Taiwan, it is equally important to consider the motivations driving Beijing’s ambitions. The leadership on the mainland has been planning and thinking about how to retake Taiwan since 1949. With the modernized capabilities coming online, the balance of power has shifted in China’s military favor, and the cost-benefit calculus favors Beijing’s ambitions. The long-term planning stage is now reaching its end, and the prospects of direct action are increasing.

The clock is ticking. The problem is we don’t know how fast it’s ticking. But we need to move faster than we're moving.
Larry Diamond
Mosbacher Senior Fellow in Global Democracy at FSI

The View from Taipei


Political leaders in Taiwan recognize the growing danger they face across the Strait. In Larry Diamond’s assessment, the end of Hong Kong's autonomy and the suppression of the “one country, two systems” model, the rising military incursions into Taiwan's air defense identification zone and coastal waters, and the whole rising pace of Chinese military intimidation has sobered Taiwan and visibly impacted Taiwanese public opinion.

Concerningly though, while the political elite recognize the real and present danger of the situation, polling of the general Taiwan public suggests that the vast majority of citizens still feel like an attack or an invasion by China is unlikely. Similar majorities suggest that they would be willing to fight in Taiwan’s defense, but volunteering for military service remains at a minimum.

To maximize safety, Taiwan needs to find ways to strengthen itself in its ability to defend, resist, and deter China, while still avoiding any appearance of moving toward permanent independence or any other action that could be deemed by Beijing as a provocation, says Diamond.

There are things that can completely change Beijing's calculus, but it takes a lot of work, and I just don't see us doing the work yet.
Oriana Skylar Mastro
FSI Center Fellow

What the United States Can Do


When it comes to the defense of Taiwan, the strategic crutch hobbling the United States is geography. Most of the U.S. Pacific forces are not in Asia. The majority are in Hawaii and California, as well as a few bases and airfields in Japan. To be able to effectively deter China, the U.S. needs far greater forward deployed military capability in order to be able to either stop or stall the movement of Chinese troops into Taiwan, says Mastro.

Taiwan needs greater onshore military deterrence capabilities as well. One such strategy is the “porcupine approach,” which increases the number of smaller mobile lethal weapons. By Larry Diamond’s assessment, increased citizen participation in military training is also crucial, with an emphasis on weapons training and urban defense tactics. The U.S. could support these aims by overhauling the current system for weapons procurement to speed up the production and delivery of weapons systems not just for Taiwan, but to the benefit of U.S. defense and other contingencies as well. Working with leadership to create strategic stockpiles of food, and energy should also be a priority, says Diamond.

The U.S. also needs to put much more effort into its diplomatic efforts on behalf of Taiwan. Many U.S. allies and partners are reluctant to ostracize China because of economic ties and concerns over sparking their own conflict with China in the future. A key ally in all of this is Japan. If Japan fights with the United States on behalf of Taiwan, it is a guaranteed win and enough to effectively deter China. But much more needs to be done much more quickly in order to secure those guarantees and present them in a convincing way to Beijing.

“The clock is ticking,” Larry Diamond says. “And the problem is we don’t know how fast it’s ticking. “Taiwan is moving in the right direction. But we need to move faster than we're moving.”

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A Taiwanese F-5 fighter jet is seen after taking off from Chihhang Air Base on August 06, 2022 in Taitung, Taiwan.
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China’s Huge Exercises Around Taiwan Were a Rehearsal, Not a Signal, Says Oriana Skylar Mastro

Nancy Pelosi’s visit was more pretext than provocation.
China’s Huge Exercises Around Taiwan Were a Rehearsal, Not a Signal, Says Oriana Skylar Mastro
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Larry Diamond and Oriana Skylar Mastro join Michael McFaul on the World Class podcast to discuss China’s ambitions against Taiwan, and how the U.S. and its allies can deter Beijing.

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Seminar Recording

About the Event: In this seminar, energy and natural resources sector policies of the three former communist countries in Asia - Mongolia, Kazakhstan, and Kyrgyzstan - in close geographic proximity to Russia and China will be considered. There are similarities in the nature of transition from communist regime to democratic societies in these three states, although major differences in social and cultural issues exist. The reliance on energy in neighboring countries Russia and China as well as export of raw materials to these markets have major influence on specific policy agenda. Particular attention is given to energy minerals and trade balance and imbalance thereof. 

About the Speaker: Dr. Undraa Agvaanluvsan currently serves as the president of Mitchell Foundation for Arts and Sciences. She is also an Asia21 fellow of the Asia Society and co-chair of Mongolia chapter of the Women Corporate Directors, a global organization of women serving in public and private corporate boards. During 2021-22, she served on the WCD Global Committee on Diversity and Inclusion. Dr. Undraa Agvaanluvsan is a former Member of Parliament of Mongolia and the chair of the Parliamentary subcommittee on Sustainable Development Goals. Prior to being elected as a legislator, she served as an Ambassador-at-large in charge of nuclear security issues at the Ministry of Foreign Affairs of Mongolia, where she worked on nuclear energy and fuel cycle, uranium and rareearth minerals development policy. She is a nuclear physicist by training, obtained her PhD at North Carolina State University, USA and diploma in High Energy Physics at the International Center for Theoretical Physics, Trieste, Italy. She conducted research at Lawrence Livermore National Laboratory in California, USA and taught energy policy at International Policy Studies Program at Stanford University, where she was a Science fellow and visiting professor at Stanford's Center for International Security and Cooperation. She published more than 90 papers, conference proceedings, and articles on neutron and proton induced nuclear reactions, the nuclear level density and radiative strength functions, quantum chaos and the Random Matrix Theory, including its application to the modeling of electric-grid resilience.

 All CISAC events are scheduled using the Pacific Time Zone.

William J. Perry Conference Room

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Cover of the book 'The China Questions 2'
The belief that China presents a challenge, if not an outright threat, to U.S. national security is increasingly prevalent in elite and public discourse. The main points of contention lie in the degree to which China threatens U.S. national security, how exactly China may challenge U.S. national security, and uncertainty about how the answers to these questions may change over time (which is fundamentally a debate about the drivers of Chinese strategy).

In this chapter, included in the volume The China Questions 2: Critical Insights into US-China Relations​ Harvard University Press, 2022), Oriana Sklayar Mastro focuses on the direct and indirect ways the People's Republic of China poses a threat to U.S. national security today.

Two caveats are in order. First, this focused discussion on challenges and threats may distort the degree to which China threatens the United States. On aggregate, the discussion presents a malign influence from the Perspective of U.S. national security. But it could be much worse. China has resolved many of its territorial disputes peacefully. Beijing has relied mainly on economic and political tools to blunt U.S. influence beyond its immediate region. China is an active member of the vast majority of international institutions. Even though faced with a conventionally superior U.S. military, China has yet to change its minimal no-first-use nuclear doctrine.

Second, while Mastro presents information on trends and trajectories, her focus is on today's challenges. These are likely to expand in scope and increase in intensity over the next five to ten years.

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A chapter in The China Questions 2: Critical Insights into US-China Relations, edited by Maria Adele Carrai, Jennifer Rudolph, and Michael Szonyi.

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This commentary originally appeared in The Economist.


In the afternoon of August 4th, the People’s Liberation Army (PLA) kicked off the largest and most sophisticated military exercises it has ever conducted. Over the course of a week, the Chinese launched dozens of missiles and conducted drills near Taiwan with 100 aircraft, ten destroyers and support vessels. Submarines and aircraft carriers also played a role. The display has made the third Taiwan Strait crisis, which occurred between 1995-96, when China conducted four rounds of tests over the course of several months, with barrages of no more than six missiles, look like child’s play.

Part of the rationale for the latest exercise was to signal Beijing’s anger over Nancy Pelosi’s visit to Taiwan. Ms Pelosi, the speaker of the House of Representatives, was the highest-ranking American government official to visit the island since 1997. Back then Newt Gingrich, who was also the House speaker, made the trip. China warned that if Ms Pelosi added Taipei to her itinerary, there would be hell to pay.

The exercise is also a bit of a “coming-out party” for Beijing. In 1996 the third crisis ended when America sent two aircraft-carrier strike groups within 200 miles (322km) of Taiwan. America saw this as a great strategic success, and Chinese leaders were unhappy with its interference in what China considers a domestic affair. The resentment helped to drive China to build the PLA into one of the greatest armed forces in the world.


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Compared with 1996, China’s forces today are barely recognizable. Back then it had a large army, with roughly 4m people, but that was a sign of its backwardness more than anything else. With obsolete equipment and poor training, China barely had what could be considered an air force and a navy. Its pilots could not fly over water, at night or in rough weather. In 1999 less than 2% of its fighters were fourth generation, just 4% of its attack submarines were classed as modern (nuclear powered, for example) and none of its surface ships was. Its navy was a glorified coastguard with ships that, lacking air-defense systems, had to hug the coastline on any patrol. Its nuclear weapons, solid-fuelled and housed mainly in fixed silos, could have been taken out in one fell swoop by America.

Now China’s armed forces are comparable to America’s in quality and quantity. Most of its platforms are modern (of the latest technology for the relevant domain) and it boasts the largest navy in the world. In some areas, Chinese military capabilities already surpass America’s—in shipbuilding, land-based conventional ballistic and cruise missiles, and integrated air-defense systems. China possesses the world’s third-largest nuclear arsenal in the world, one that is currently undergoing major modernization.

Chinese leaders knew the PLA had to conduct a series of large, realistic exercises to identify issues and hone their capabilities. If China had done so out of the blue, instead of using Ms Pelosi’s visit as a pretext, international opprobrium would have been stronger.

But even with all these improvements, it is unclear whether China could take Taiwan by force. China has not fought a war since 1979, when it made heavy weather of a “punitive” invasion of Vietnam. An amphibious attack, and to a lesser degree a blockade of the type the exercises off Taiwan were simulating, would demand complex joint operations (involving army, air force and navy), which in turn require impeccable logistics and command and control. Xi Jinping, China’s leader, launched a massive organizational reform to improve in these areas, and the PLA undoubtedly has. But the war in Ukraine may have given him heightened anxiety, given that the Russians struggled precisely with logistics and command.

For this reason, we should see the massive exercises off Taiwan less as a signal, and more as a rehearsal for combat. Mr Xi wants progress on the Taiwan issue, and domestically talk in the press is shifting from peaceful reunification to armed reunification. Chinese leaders knew the PLA had to conduct a series of large, realistic exercises to identify issues and hone their capabilities. If China had done so out of the blue, instead of using Ms Pelosi’s visit as a pretext, international opprobrium would have been stronger.

China will seize the opportunity to practice as much as possible. It has announced already that this round of exercises will continue and that another round in the Bohai Gulf/Yellow Sea is next. And it won’t just be large-scale exercises. It is unlikely that Beijing will return to its previous level of operations. Instead, China might attempt to normalize greater Chinese activity around Taiwan. That makes war more probable. Through a series of exercises the PLA, and the party leadership, might gain confidence that China’s forces are ready to take Taiwan sooner than they would otherwise have thought.

Of course, this all depends on how the exercises and operations go. From the outside, this is hard to assess. The missiles landed where they should have in recent days, and there were no accidents. But we don’t know how much and how well different groups are communicating with each other. To prepare for joint operations, air-force units need to operate in close proximity and coordinate with ground troops and amphibious elements. The PLA needs to practice providing supplies, such as prepositioned fuel stocks, and bringing munitions and medical supplies to forward locations such as Fujian, the province directly across the Taiwan Strait.

This is where the real trouble lies. If activities in the vicinity of Taiwan become more routine, not only does this heighten anxiety in Taipei (and probably other regional capitals as well) but it helps to disguise any preparations for a real military campaign. China needs an element of surprise to be able to take Taiwan before America has time to mobilize adequate forces in the region to defend the island. If China’s forces are simulating formations, blockades, attacks, and amphibious landings, it will be harder to decipher when they are preparing for the real thing. Ms Pelosi’s visit has allowed Beijing to move to a new level of military activity unchallenged, which will make it harder for America to defend Taiwan. No signal of America’s commitment to the island can fix that.

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Biden Says We’ve Got Taiwan’s Back. But Do We?

Many will applaud Mr. Biden for standing up for democratic Taiwan in the face of Chinese threats. But he could be putting the island in greater danger, and the United States may not be able to come to the rescue.
Biden Says We’ve Got Taiwan’s Back. But Do We?
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The Taiwan Temptation

Why Beijing Might Resort to Force
The Taiwan Temptation
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A Taiwanese F-5 fighter jet is seen after taking off from Chihhang Air Base on August 06, 2022 in Taitung, Taiwan. Taiwan remained tense after U.S. Speaker of the House Nancy Pelosi's visit to the island as part of a tour of Asia aimed at reassuring allies in the region. China has been conducting live-fire drills in waters close to those claimed by Taiwan in response.
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Nancy Pelosi’s visit was more pretext than provocation.

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Rose Gottemoeller
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Just days into Russia’s invasion of Ukraine, Dmitri Medvedev, the former president and prime minister of Russia, took to social media to post a chilling message. He raged against Western sanctions on his country and suggested darkly that Russia could rip up some of its most important agreements with the West. He mentioned the New START treaty, the nuclear arms reduction agreement signed with the United States over a decade ago, but the threat was broader still: the sundering of all diplomatic ties with Western countries. “It’s time to hang huge padlocks on the embassies,” he wrote.

Read the rest at Foreign Affairs

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With Russia Going Rogue, America Must Cooperate With China

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After months of watching hundreds of new nuclear missile silos being dug in the dirt northwest of Beijing, it is welcome news that President Joe Biden and Chinese President Xi Jinping seemingly agreed at last week’s summit on the need for strategic stability talks. Strategic stability — the idea that nuclear-armed countries should not be able to gain decisive advantage over one another — has taken on new importance as China expands and modernizes its nuclear arsenal.

China is expected to quadruple its number of warheads in the next decade, and is upgrading its nuclear capabilities with new missiles, submarines and bombers. Over the summer, it reportedly fired a missile from a hypersonic glide vehicle while testing its fractional orbital bombardment system (FOBS) — a technical advance that, if true, means the Chinese can attack targets from space with nuclear weapons. Although China insists it will never be the first to use nuclear weapons, this claim has less credence than in the past, when the country’s nuclear force was much smaller.

Read the rest at Politico 

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President Joe Biden with Chinese President Xi Jinping
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After months of watching hundreds of new nuclear missile silos being dug in the dirt northwest of Beijing, it is welcome news that President Joe Biden and Chinese President Xi Jinping seemingly agreed at last week’s summit on the need for strategic stability talks.

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This opinion piece first appeared in the New York Times.


President Biden’s recent trip to Asia nearly went off without a hitch — until Taiwan came up. Mr. Biden was asked whether the United States would respond “militarily” if China sought to retake the self-ruled island by force.

“Yes,” he said. “That’s the commitment we made.”

It was one of the most explicit U.S. defense guarantees for Taiwan in decades, appearing to depart from a longtime policy of “strategic ambiguity.” But it’s far from certain that the United States could hold off China.

I have been involved in dozens of war games and tabletop exercises to see how a conflict would turn out. Simply put, the United States is outgunned. At the very least, a confrontation with China would be an enormous drain on the U.S. military without any assured outcome that America could repel all of China’s forces. Mr. Biden’s comments may be aimed at deterring a Chinese attack, and hopefully they will.

After a decades-long military modernization, China has the world’s largest navy and the United States could throw far fewer ships into a Taiwan conflict. China’s missile force is also thought to be capable of targeting ships at sea to neutralize the main U.S. tool of power projection, aircraft carriers. The United States has the most advanced fighter jets in the world but access to just two U.S. air bases within unrefueled combat radius of the Taiwan Strait, both in Japan, compared with China’s 39 air bases within 500 miles of Taipei.

If China’s leaders decide they need to recover Taiwan and are convinced that the United States would respond, they may see no other option but a pre-emptive strike on U.S. forces in the region. Chinese missiles could take out key American bases in Japan, and U.S. aircraft carriers could face Chinese “carrier killer” missiles. In this scenario, superior U.S. training and experience would matter little.


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The need to project power across vast distances also makes U.S. forces vulnerable to China’s electronic and cyberwarfare capability. China could disrupt networks like the United States Transportation Command, which moves American assets around and is considered vulnerable to cyberattacks. China may also have the ability to damage satellites and disrupt communications, navigation, targeting, intelligence-gathering, or command and control. Operating from home turf, China could use more-secure systems like fiber-optic cables for its own networks.

Under a best-case battle scenario for the United States, China would attack only Taiwan and refrain from hitting American forces to avoid drawing in U.S. military might. This would allow the United States time to bring its forces into the region, move others to safety and pick where and when it engages with China.

If the United States did ever intervene, it would need regional allies to provide runways, ports and supply depots. But those partners may be eager to stay out of the crossfire.

I’m not the only one who’s worried. A 2018 congressionally mandated assessment warned that America could face a “decisive military defeat” in a war over Taiwan, citing China’s increasingly advanced capabilities and myriad U.S. logistical difficulties. Several top former U.S. defense officials have reached similar conclusions.


Mr. Biden’s remarks were made in the context of Ukraine, and America’s failure to prevent that war may be driving his thinking on Taiwan. Mr. Biden may be calculating that Russia’s setbacks in Ukraine will give China pause and that guaranteed U.S. intervention in a conflict over Taiwan would cost Beijing too much, even if it took the island.

But comparing Ukraine and Taiwan is problematic. Beijing views Taiwan — self-ruled since 1949 — as an integral part of Chinese territory since ancient times, a significantly deeper attachment than Vladimir Putin’s obsession with Ukraine. Reunifying the island with the mainland is one of the Chinese Communist Party’s most cherished goals, and China would see U.S. intervention as a bitter betrayal of the “one China” principle — the idea that China and Taiwan belong together, which Washington has acknowledged since the 1970s.

China’s military is bigger and more formidable than Russia’s, and its economy far larger, more resilient and globally integrated. Rallying support for economic sanctions against Beijing during a conflict — China is the biggest trading partner of many countries — would be more challenging than isolating Russia.

The White House is once again walking back Mr. Biden’s comments, saying official policy has not changed.

If so, then Mr. Biden should stop rocking the boat and focus instead on strengthening America’s position in the Taiwan theater. This doesn’t just mean more weapons for Taiwan and a more robust U.S. military presence in the region, though the former would help the island hold out if China attacked, and both would boost deterrence.

It also means shrewd diplomacy. Mr. Biden needs to stand firm against Chinese intimidation of Taiwan, while working to ease Beijing’s anxieties by demonstrating a stronger U.S. commitment to a peaceful resolution of the Taiwan issue. Mr. Biden should also persuade regional friends to provide more bases for the United States to use. This not only increases U.S. operational flexibility but also heightens deterrence.

Whatever Mr. Biden’s calculations, departing from the “strategic ambiguity” that has helped keep peace for decades misses the point. The main question for President Xi Jinping must be not whether the United States would join in, but whether China could beat the United States in a battle for Taiwan. Twenty years ago, China’s poorly trained army and largely obsolete naval and air forces had no chance. But that was then.

Many will applaud Mr. Biden for standing up for democratic Taiwan in the face of Chinese threats. But he could be putting the island in greater danger, and the United States may not be able to come to the rescue.

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Beijing Is Used to Learning from Russian Failures

The invasion of Ukraine is offering useful lessons for the PLA.
Beijing Is Used to Learning from Russian Failures
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Honor guards prepare to raise the Taiwan flag in the Chiang Kai-shek Memorial Hall square ahead of the Taiwanese presidential election on January 14, 2016 in Taipei, Taiwan.
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Many will applaud Mr. Biden for standing up for democratic Taiwan in the face of Chinese threats. But he could be putting the island in greater danger, and the United States may not be able to come to the rescue.

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This commentary first appeared in Foreign Policy.

Russia’s invasion of Ukraine has been a double disaster for President Vladimir Putin, as he faces a poorly performing military combined with an inability to shield his country from economic punishment. Both of these possibilities historically have also been sources of apprehension for the Chinese Communist Party (CCP). But China’s leadership turned its anxiety into action about 10 years ago, deliberately working to fix many of the problems and minimize the risks currently plaguing Russia in Ukraine.

One result is that the Chinese military is more likely to perform well even though it has not fought a war since 1979, when it lost thousands of troops in a punitive but brief invasion of Vietnam. Adding to that, China’s economy is both far larger and deliberately more diversified than Russia’s. A sanctions effort like the one presently aimed at Russia would be much harder to sustain against China. These two observations do not mean deterrence won’t hold, only that the unfolding events in Ukraine will likely do little to make Beijing more cautious.

Nearly everyone overestimated Russia’s military capabilities—including probably Putin himself. During its invasion of Ukraine, Russia’s air-ground coordination has been ineffective, and Russian forces have shown risk-adverse tendencies in the air. Russia has also struggled with logistics and keeping its military supplied. Notably, it appears that Russia acted on bad intelligence and therefore did not believe initial strikes that maxed out its firepower were necessary. Furthermore, many Russian weapons platforms are outdated (for example, its Cold War-era tanks), and modern Su-57 fighter jets and T-14 Armata tanks only exist in comparatively small numbers.

The Chinese military used to clearly exhibit the same deficiencies. But over the past decade, it has embraced significant reforms, creating a much more capable fighting force that should give even the United States pause.


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Chinese President Xi Jinping identified similar training and competency issues [to the human element of Russia’s failures in Ukraine] in the PLA 10 years ago. But under his command, the PLA has been proactively implementing significant reforms to avoid similar pitfalls.

First, while Russia allowed its conventional capabilities to atrophy, Chinese military spending has exploded over the past three decades, increasing by 740 percent (in comparison to Russia’s 69 percent) from 1992 to 2017. According to data from the Stockholm International Peace Research Institute, China spent almost four times on its military in 2020 than Russia ($244.9 billion to $66.8 billion). In 1999, less than 2 percent of its fighter jets were fourth-generation, 4 percent of its attack submarines were modern, and none of its surface ships were. Twenty years later, not only did China have much more of everything, but the majority was the most advanced, modern versions available—with China exhibiting advantages over Russia, even in combat aircraft, a traditional area of weakness for China.

Indeed, People’s Liberation Army (PLA) commentators often refer to China’s economic might as one of the reasons their military would outperform Russia’s—Russia has been “stingy” with its military modernization and production of precision-guided munitions primarily because of a lack of resources. By contrast, China has more than 2,200 conventionally armed ballistic and cruise missiles, making the PLA Rocket Force the world’s largest ground-based missile force. Estimates place the number of missiles positioned against Taiwan alone at around 1,000.

Russia’s poor performance does remind us that it takes more than just a lot of fancy systems to win a war (though having more advanced systems and more of them surely would have helped). The human element of Russia’s failures is front and center. Putin probably did not have an open and honest communication channel with the military, which was fearful of providing unfavorable information to the erratic leader. Russian troops were largely considered incompetent, but Putin thought superior technology could overcome human deficiencies.

Chinese President Xi Jinping identified similar training and competency issues in the PLA 10 years ago. But under his command, the PLA has been proactively implementing significant reforms to avoid similar pitfalls. And unlike Putin, who apparently believed technology could overcome deficiencies in personnel, Xi came to the opposite conclusion. When he came to power, he took one look at the military and recognized that with all its fancy equipment, the PLA probably could not fight and win wars and perform the missions it had been assigned. Of particular importance, according to China’s national military strategy, was to fight local wars under informationalized conditions. This meant that the network between platforms and people—the ease of connectivity—was the main feature of modern warfare. China needed the best equipment; an advanced command, control, computers, communication, intelligence, surveillance, and reconnaissance (C4ISR) network; and tons of precision-guided munitions. But perhaps most importantly, it needed troops that could leverage these systems to conduct seamless operations across services and top-down through the chain of command.

The Chinese military is learning lessons from Ukraine, whether it is to stockpile more precision-guided munitions, ensure solid command and control, or cut off internet access [...], which will only serve to improve its warfighting capability in the future.

What followed was a series of slogans—the two incompatibles, two inabilities, two big gaps, the five incapables—all designed to point out the organizational and personnel issues of the military and focus leadership attention and resources on fixing the issue. A massive military reorganization followed with moves such as reorganizing effective combat units to be smaller so that they can mobilize more quickly and can remain self-sufficient for long periods of time. This means, in contrast with the Russian military, the PLA will likely have less reliance on generals at the front lines. China also established theater commands to facilitate joint operations and prioritized realism in its military exercises to help it prepare for real combat. Part of all of this was Xi’s demand that the military communicate its failures and weaknesses so that they could be addressed. Moreover, to improve command and control, China has moved toward engaging in multidomain joint operations all while standing up a new joint operations center that will ensure that, unlike with the Russian military, orders will be communicated and understood at the lowest levels. Indeed, the main reason that Xi has not yet made a play for Taiwan is likely his desire to hone this command and control structure and practice joint operations in realistic conditions for a few more years—a cautious and pragmatic approach that the situation in Ukraine only encourages further.

The PLA itself acknowledges that it still has some distance to go with training, particularly with regard to joint operations, but it looks as if the hard work is paying off. The complexity and scale of China’s national military exercises are eye-opening. It takes a great deal of planning, synchronization, and coordination to take service-level operations to the joint level. China appears to have made great strides in this area. The United States has observed, for example, China executing deep-attack air operations in its exercises that have combined intelligence, surveillance, and reconnaissance (ISR) with multi-domain strike; lift for rapid mobility and advanced fighter manuevers. Russia has relied heavily on artillery and tanks, now and historically, while the PLA is showing a more balanced approach to combined arms operations.

For all these reasons, we should not expect the Chinese military to perform as poorly in its first real military operation since 1979. The PLA is structurally superior to the Russian military. And the Chinese know it. Granted, it’s hard to know whether some of the outlandish claims in the Chinese media are true—that the PLA Air Force would actually “be able to take out the Ukrainian air force in one hour.” But one thing is for certain—the Chinese military is learning lessons from Ukraine, whether it is to stockpile more precision-guided munitions, ensure solid command and control, or cut off internet access to prevent the leaking of information to the West, which will only serve to improve its warfighting capability in the future.

That does not mean it’s perfect. China is still in the process of building its corps of noncommissioned officers, recruiting more college graduates and technical experts so as to be less reliant on conscripts and shift away from an officer-heavy structure. Also, there is always the possibility that Xi’s anti-corruption campaign, which has impacted even the highest levels of the military, may begin to impinge on these reforms. But to date, it seems that those against necessary reforms have been largely targeted. In other words, Xi has not had to choose yet between his goals of consolidating domestic power and the professionalization of the armed forces.

The economic side is less about what has happened in the past six weeks than what will happen in the next six months or even six years. As tempting as it is in the case of Russia’s invasion, the impact of economic sanctions cannot be properly evaluated over a short time period. The need for a longer time horizon also applies to Russia-China economic comparisons, as it will generally require more extensive and more durable sanctions to deter or compel China than it would Russia.

Russia is thought, at least, to be highly vulnerable to sanctions applied to date. And it is certainly the case that China can be harmed by sanctions. Beijing is more integrated in global trade and finance than Moscow and thus has more to lose. But integration cuts both ways—compared with Russia, more countries would be harmed to a greater extent by equivalent actions taken against China. Further, China has demonstrated greater capacity to weather extended economic blows. This combination of features reduces the willingness of the United States and others to enforce durable sanctions, a fact that Beijing well appreciates.

The CCP survived three decades of worse poverty than experienced by the Soviet Union at the time, a self-inflicted depression in 1989-90 paralleling in some respects the events that ended the Soviet Union, the global financial crisis, and another partly self-inflicted economic wound via China’s determination to maintain its zero-COVID policy in 2021-22.

During more recent events, Beijing has been able to mobilize first greater capital resources than Moscow and then far greater. In 2020, the World Bank put China’s gross fixed capital formation at 20 times Russia’s. Xi attacked some of China’s richest citizens, as well as other elements of the private sector, in part because he believed them too intertwined with foreign capital. These were voluntary steps by China that mirror how the world currently seeks to punish Russia. Whatever their wisdom, Xi knows China can afford them, while Russia’s capability is in doubt.

Some Russian foreign reserves have been effectively frozen and some financials excluded from the Society for Worldwide Interbank Financial Telecommunication (SWIFT), limiting international transactions. In the short term, these steps could have a similar impact on China, but they would be much harder to sustain.

Beijing has conducted currency swaps with dozens of countries that will want their renminbi to be useful. China also holds foreign government bonds in amounts that countries cannot ignore. U.S. Treasurys see the largest holdings, but there are also sizable quantities of Japanese government bonds, for instance. With official Chinese reserves upwards of $3 trillion, perhaps five times Russia’s, a partial freeze would quickly wear on governments and firms looking for bond buyers.

For any SWIFT restrictions that interfere with outbound U.S. portfolio investment, that volume stood at $85 billion in Russia and $1.15 trillion in China in 2020. The stock of U.S. direct investment was 10 times higher in China than Russia—companies willing to exit Russia would face leaving a lot more behind in a China contingency. Most broadly, the yuan can erode the role of the dollar; the ruble certainly cannot. Beijing lacks the will to allow free movement of the yuan and make it a true reserve currency, but heavy, durable sanctions might change that.

On the goods side, existing pressure to spare Russian vital exports would be more intense in China’s case. The loss of Russian oil and gas exports of $230 billion in 2021 threatens energy markets. Chinese exports are at least as important within chemicals, textiles, household appliances, industrial machinery, and consumer electronics. Would they all be exempted?

Certain Russian exports, such as palladium, play supply chain roles beyond their direct financial value. As expected from its manufacturing and export volumes, China’s supply chain participation is far larger than Russia’s, extending from inputs crucial to global pharmaceuticals to processed rare earths crucial to clean-energy applications. Russian ships have been banned from some ports. By tonnage, Russia accounts for a bit over 1 percent of the world’s commercial fleet, while China accounts for more than 11 percent. Banning Chinese ships would cause seaborne trade to noticeably contract, hitting supply chains that would already be strained by the diversion of Chinese goods.

Even an area of clear Russian advantage—lower import dependence—is double-edged. Inhibiting Chinese imports of iron ore or integrated circuits, for example, would hit the country hard. But China is such a huge purchaser that many producers would refuse to join a sustained embargo against it. As elsewhere, the barriers to Russian imports adopted thus far could hurt China only in the unlikely event that they are maintained for many months.

From how to remain in power to how to advance on the international stage, militarily and economically, the CCP has been learning what not to do from the Russian or Soviet experience for decades. Chinese strategists are unquestionably evaluating whether the nature of warfare has changed or if they failed to consider some critical factors necessary for success. Chinese economists are certainly looking to identify missed vulnerabilities based on how the economic dimension of the war in Ukraine plays out—and will work to address them to prevent exploitation by the United States and others.

Not that it will all be easy for Beijing. But China is already better prepared than Russia, economically and militarily. The steps to support Ukraine and punish Russia are immediately less potent in a China contingency. And an unfortunate side effect of the tragedy in Ukraine is that China has a relatively low-cost opportunity to learn—it may become a more formidable challenger than it would’ve been otherwise. The United States and its allies should realize that their effectiveness with regard to Russia is highly unlikely to translate. In a Taiwan contingency, the United States must be able to immediately implement both a stronger package of actions aimed at China and also a second package aimed at minimizing the long-term cost of the first.

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Protesters display placards in front of the Representative Office of the Moscow-Taipei Coordination Commission to protest against Russia’s military invasion of Ukraine on February 25, 2022 in Taipei, Taiwan.
Commentary

Invasions Are Not Contagious

Russia’s War in Ukraine Doesn’t Presage a Chinese Assault on Taiwan
Invasions Are Not Contagious
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Vladamir Putin and Xi Jinping shake hands.
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The invasion of Ukraine is offering useful lessons for the PLA.

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For spring quarter 2022, CISAC will be hosting hybrid events. Many events will offer limited-capacity in-person attendance for Stanford faculty, staff, fellows, visiting scholars, and students in accordance with Stanford’s health and safety guidelines, and be open to the public online via Zoom. All CISAC events are scheduled using the Pacific Time Zone. 

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Virtual to Public. Only those with an active Stanford ID with access to William J Perry Conference Room in Encina Hall may attend in person. 

Gorakh Pawar
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Cover of the book 'Strategy in the Contemporary World' and screenshot of first page of Oriana Skylar Mastro's chapter "Chinese Grand Strategy"

This chapter briefly covers the history of Chinese grand strategy since 1949 before focusing most heavily on China's strategy of rejuvenation under Xi Jinping. It also covers some of the domestic factors that have influenced Chinese grand strategy over time. It then highlights two components central to China's grand strategy — its approach to international institutions and its maritime ambitions. The chapter ends with a discussion of the United States shift to great power competition with China.

Below is an excerpt from Mastro's chapter in Strategy in the Contemporary World, edited by John Baylis, James J. Wirtz, and Jeannie L. Johnson, reproduced by permission of Oxford University Press.
 

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In Strategy in the Contemporary World, edited by John Baylis, James J. Wirtz, and Jeannie L. Johnson, Oriana Skylar Mastro examines the evolution of Chinese grand strategy from Mao Zedong to Xi Jinping, its drivers, and its implications.

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Oriana Skylar Mastro
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