WAR CHINA THREATENS TO INVADE TAIWAN

Old Gray Mare

TB Fanatic
I'm wondering how many Chinese fishing/research vessels are sitting in international waters just off the coasts of Hawaii? Maybe I don't want to know? Wouldn't be surprised if there's US subs and satellites keeping an watch on them watching us.
 

jward

passin' thru
The threat of missiles and drones
@StatWatch25

The US is preparing to supply Taiwan with PAC-3 MSE surface-to-air missiles for the Patriot air defense system to counter China's ballistic missiles

Washington is preparing a package of military aid for Taiwan, which includes the supply of additional anti-aircraft guided missiles PAC-3 MSE to the Patriot air defense system. The quantity is estimated as sufficient for the deployment of at least one new anti-aircraft missile division of air defense/missile defense. The decision is due to the build-up of the PLA's missile grouping on the coastal direction.

The package includes the IBCS command and control system, the NASAMS air defense system, the LTAMDS radar with active phased array (360° surveillance) and mobile UAV countermeasures systems. PAC-3 MSE (range up to 120 km, interception altitude up to 60 km) implements the kinetic principle of destruction ("hit-to-kill") and expands the interception zone compared to PAC-3 CRI.

An layered air defense/missile defense system of the island is being formed with the distribution of responsibility zones by altitude and range. The goal is to increase the resilience of military and critical infrastructure objects to strikes by anti-ship missiles, cruise missiles and UAVs in the event of a possible high-intensity conflict in the Taiwan Strait.
 

jward

passin' thru
Lara Seligman
@laraseligman
15h

SCOOP from my @WSJ colleagues: A major U.S. arms-sales package for Taiwan is in limbo following pressure from Chinese leader Xi Jinping and concerns among some in the Trump admin that greenlighting the weapons deal would derail President Trump’s coming visit to Beijing,
 

danielboon

TB Fanatic
OSINTdefender

@sentdefender
·
15m


No fighter jets or other military aircraft with the Chinese People’s Liberation Army (PLA) have been detected in or around Taiwan’s Air Defense Identification Zone (ADIZ) for the seventh day in a row, which according to
@TaiwanMonitor
represents the longest gap period since at least 2023. Coincidentally, the ongoing conflict in the Middle East is approaching seven days, with U.S. and Israeli strikes against Iran beginning last Saturday.
 

Henry Bowman

Veteran Member
OSINTdefender
@sentdefender
·
15m


No fighter jets or other military aircraft with the Chinese People’s Liberation Army (PLA) have been detected in or around Taiwan’s Air Defense Identification Zone (ADIZ) for the seventh day in a row, which according to
@TaiwanMonitor

represents the longest gap period since at least 2023. Coincidentally, the ongoing conflict in the Middle East is approaching seven days, with U.S. and Israeli strikes against Iran beginning last Saturday.
Hmm...Interesting.

Not using up unnecessary fuel ?

A Feint ?
 

Raffy

Veteran Member
OSINTdefender
@sentdefender
·
15m


No fighter jets or other military aircraft with the Chinese People’s Liberation Army (PLA) have been detected in or around Taiwan’s Air Defense Identification Zone (ADIZ) for the seventh day in a row, which according to
@TaiwanMonitor

represents the longest gap period since at least 2023. Coincidentally, the ongoing conflict in the Middle East is approaching seven days, with U.S. and Israeli strikes against Iran beginning last Saturday.
We have some friends of ours, a couple in our church, who are from mainland China. Both have family over there and they have said that even before the Iran war the Chinese economy was very bad. Jobs are hard to come by for younger people, and many younger folks are "lying flat" (tang ping) and basically refusing to work period.

I wonder if the recent American military actions against Venezuela and Iran are aimed at reducing the Chinese supply of oil, since both of those countries were major suppliers of crude oil and gas to China. China, in return, has supplied both countries with weapons and other military equipment (such as radar detection technology that supposedly would detect and help destroy stealth aircraft, and which, from what we're told anyways, apparently are not working well against our stealth fighters and bombers).

The reduction in oil supply may already be affecting the ability of Chinese military forces to operate and practice at the tempo they were used to before.
 

marsofold

Veteran Member
I could see the Chinese economy crashing due to lack of oil. It would be very tempting to unite the country by attacking Taiwan during a time when we are low on missiles.
 

jward

passin' thru
wretchardthecat
@wretchardthecat
14h

China quietly mobilized thousands of fishing boats twice in recent weeks to form massive floating barriers of at least 200 miles long, showing a new level of coordination that could give Beijing more ways to impose control in contested seas.

About 1,400 Chinese vessels abruptly dropped their usual fishing activities or sailed out of their home ports and congregated in the East China Sea. By Jan. 11, they had assembled into a rectangle stretching more than 200 miles. The formation was so dense that some approaching cargo ships appeared to skirt around them or had to zigzag through, ship-tracking data showed.
 

jward

passin' thru
Taiwan Security Monitor (台灣安全觀測站)
@TaiwanMonitor
2h

NEW: Taiwan's Ministry of National Defense has observed a spike in PLA activity around Taiwan, with 16 aircraft entering Taiwan's ADIZ, and 26 detected around the island.

This is the highest level of activity since 2/25, and the most activity on a day without a recorded Joint Combat Activity Patrol since 1/13.
View: https://twitter.com/TaiwanMonitor/status/2032989001536168383?s=20
 

Housecarl

On TB every waking moment
Posted for fair use......

Hellscape Taiwan: A Porcupine Defense in the Drone Age​


Stacie Pettyjohn and Molly Campbell

March 27, 2026

It is 2029. General Secretary Xi Jinping has given the order for the People’s Liberation Army to forcibly take Taiwan. Hundreds of Chinese warships begin to cross the Taiwan strait, supported by fighter jets and protected by an umbrella of electronic jamming. 80 kilometers from Taiwan’s coast, the first blow comes from below. Autonomous underwater vehicles lurking on the seabed detonate against the hull of troop transports, scattering formations and forcing destroyers to divert to antisubmarine warfare. Moments later, hundreds of cheap kamikaze drones, interspersed with decoys and antiship cruise missiles, approach the flotilla in waves from every azimuth, forcing air defense ships to fire their interceptors at everything, depleting their limited magazines with each salvo. Drone boats race in from all directions, some ramming hulls at the waterline, others launching rockets and loitering munitions at superstructures bristling with radars and other fragile electronics.

By the time the surviving landing craft enter the mined shallows about 40 kilometers out, the carefully constructed invasion timetable is in ruins. Drone-laid minefields channel the ships into killing lanes where medium-range attack drones pick them off one by one. Loitering Taiwanese surface-to-air missiles patrol the skies above, driving Chinese aircraft into cautious standoff orbits far from the action below.

For the few ships that survive the minefields, the final five kilometers to the beach offers no reprieve. 10 final minutes exposed on open water, where Taiwanese defenders can spot them with the naked eye. As the ships close on the shore, concealed Taiwanese soldiers unleash swarms of first-person view drones that terrorize troops on the deck. Strike teams appear in windows and rooftops to fire short-range missiles and laser-guided rockets at the slow moving ships but vanish before counterbattery fire can locate them.

The Chinese troops who finally stagger onto the sand, out of sequence, missing commanders and heavy equipment, find minefields at every beach exit. Clearing a path off the beach is slow, bloody work, as Taiwanese kamikaze drones and drone bombers circle above and pick them off one by one, crushing any hope of breaking out and marching on Taipei. In our Center for a New American Security report, Hellscape for Taiwan: Rethinking Asymmetric Defense, we lay out the operational concept behind this scenario — a layered all-domain gauntlet of tens of thousands of cheap, autonomous uncrewed systems that would stop a Chinese invasion on the beaches — a Hellscape for Taiwan.

Failed Porcupine

For nearly two decades, defense analysts have urged Taiwan to adopt a “porcupine” strategy of asymmetric defense. Rather than trying to build a military to rival that of the People’s Republic of China, Taiwan should turn itself into a prickly “porcupine” by deploying large numbers of cheap, mobile, and hard-to-find weapons like cruise missiles, mines, fast missile boats, and surface-to-air missiles.

Taiwan’s geography already favors the defender. Separated from mainland China by a 170-kilometer strait, Taiwan has limited landing beaches, mountainous jungle terrain, and dense urban areas. Cheap, mobile, hard to find weapons characteristic of a porcupine defense can exploit the geographic advantages far more effectively than expensive warships or jets that the People’s Liberation Army could quickly find and destroy.

Taiwan has accepted the logic of asymmetric defense in theory, but has failed to follow through in practice, with many senior military leaders still wed to sophisticated weapons and the idea of a punishing counterattacks against the Chinese homeland in the event of war. Taiwan’s Ministry of National Defense continues to spend billions on prestige platforms with low survivability, such as the $16 billion indigenously developed diesel submarines, or it’s fleet of 4th generation F-16 fighter aircraft. Many of these systems have a role in peacetime deterrence and in countering gray zone activity, but they would be quickly eliminated by China’s massive missile arsenal during a shooting war. Senior officials in the Trump administration have publicly criticized Taipei’s “alarming lack of urgency in dramatically strengthening its defenses.” Taiwan’s defense spending, force structure, and operational planning remain woefully inadequate for the scale of the threat it faces in China.

Taiwan’s porcupine strategy, as currently implemented, has significant shortcomings. It relies heavily on expensive anti-ship weapons that are unlikely to be procured in sufficient numbers to counter a numerically superior People’s Liberation Army. Drones offer a compelling alternative: A cheaper strike capability that can be produced more rapidly and at greater scale. Their relative affordability also preserves budget flexibility, which is important if the Taiwanese military continues to prioritize costly legacy platforms. The deeper problem, however, is strategic: Taiwan lacks a coherent theory of victory. Without a clear operational concept that integrates its asymmetric capabilities into a unified approach to defeating an invasion, the right tools will not be enough.

Enter the Hellscape

Adm. Samuel Paparo, commander of U.S. Indo-Pacific Command, first used the term “Hellscape” in 2024, describing his intent to flood the Taiwan strait with unmanned systems if China ever attempted to invade Taiwan. But Paparo’s version is an American concept that would require long-range, expensive drones launched from distant bases. Taiwan is far better positioned to employ the kind of cheap, short-range drones that have proven so effective in Ukraine. Thus, Hellscape should be a Taiwanese operational concept for self-defense embedded in its asymmetric strategy.

Four Layers of Hell

Building on previous defensive concepts laid out by the RAND Corporation and the Center for Strategic and Budgetary Analysis, our “Hellscape for Taiwan” concept organizes Taiwan’s defenses into four operational and geographical layers. Each layer compounds the damage of the last, imposing cascading attrition on the Chinese fleet and grinding the invasion to a halt at the water’s edge.

The outermost layer spans the middle of the strait, beginning roughly 113 kilometers from the Chinese mainland and 80 kilometers from Taiwan’s west coast. As the Chinese fleet enters this zone, Taiwan would flood it with long-range kamikaze drones, decoys, cruise missiles, armed drone boats, and uncrewed underwater vehicles. The goal isn’t surgical precision — It’s chaos. Because the electromagnetic spectrum will be heavily degraded, Taiwan shouldn’t depend on fragile long-range kill chains and high-fidelity targeting data to precisely strike specific Chinese ships. Instead, these weapons should be programmed to attack any ship encountered within a designated kill box, thereby sowing confusion, depleting interceptor stockpiles, and disrupting the fleet’s carefully choreographed schedule. Saturation attacks against Chinese warships would drain the finite numbers of defensive missiles onboard, leaving the fleet increasingly vulnerable to follow-on strikes as it approaches Taiwan.

To enable these long-range strikes on the Chinese fleet, Taiwanese surface-to-air missile batteries would employ shoot-and-scoot tactics to deny the Chinese air superiority over the island, selectively engaging Chinese aircraft to create operational windows during which ground teams can emerge from their hides and launch long-range drone and missile strikes without fear of attack. Hidden most of the time with their radars off, these air defense units serve as a persistent force in being, forcing China to fly in larger more cautious strike packages that limit their time over Taiwan and impair their ability to hunt for Taiwanese drone and strike teams.

The middle layer, spanning from 40 to five kilometers offshore, shifts the focus to sinking landing craft. By this point, Chinese amphibious ships would launch their smaller and more vulnerable landing craft, hovercraft and helicopters to continue towards Taiwan. Dense minefields laid by uncrewed systems, continuously reseeded to frustrate Chinese clearance effort, would channelize and slow their progression. As Chinese ships navigate deliberately through the mines, medium-range attack drones would strike them in coordinated salvos from multiple directions. Overhead, loitering surface-to-air missiles (akin to the Iranian 358 missile) would create “aerial minefields,” to intercept helicopters and force Chinese fighters to clear the airspace before they could hunt for Taiwanese forces.

In the third layer, the fight enters visual range as Chinese ships traverse the final five kilometers to the landing beaches. Taiwanese strike teams armed with first person view drones, laser-guided rockets, and short-range antiship missiles would hammer the incoming landing craft during the roughly ten minutes it takes them to cover this distance. Simple autonomous guidance, like the pixel-lock technology seen in Ukraine, would allow drones to strike their targets even if communications are severed.

The fourth and final layer is the beach itself. Chinese troops that survive the three ring gauntlet would arrive scattered, disorganized, and without critical equipment. Dense minefields at beach exits would pin them in place while attack drones, drone bombers, and direct-fire weapons exact a devastating toll. Wrecked landing craft would create additional obstacles, further choking the beach and depriving the Chinese of the sealift capacity needed for subsequent crossings.

By incorporating drones into a layered, asymmetric dense-in-depth strategy, the Hellscape concept provides Taiwan with enough cross-domain precision fires to defeat a Chinese amphibious assault at the water’s edge.

What Should Change

Taiwan’s defense rests on four interlocking imperatives: acquisition, industry, doctrine, and training. The Republic of China (Taiwan) Armed Forces should rapidly acquire hundreds of thousands of uncrewed systems, while creating an innovative ecosystem that continues to improve the capabilities through continuous iteration. Yet hardware alone is insufficient without the industrial base to rapidly produce drones.

Taiwan’s drone sector is growing, but the gap between current output of roughly 10,000 units annually and the 180,000-unit production target for 2028 remains daunting. Meanwhile, Ukraine is producing an estimated 200,000 drones a month — roughly 4.5 million in 2025. To close the gap in drone production, President Lai Ching-te should rebalance the special defense budget away from large, exquisite platforms and toward domestic drone procurement, sending a clear market signal to Taiwanese manufacturers. Simultaneously, Taiwan should build on frameworks like the recent memorandum of understanding with Poland and deepen its emerging non-China drone alliances to secure resilient, “non-red” supply chains. Taiwan’s semiconductor expertise and manufacturing flexibility make it a natural anchor for such partnerships. Taiwan has already made meaningful progress in establishing a domestic drone industry, and the relatively low complexity and cost of drone systems make this a sector where rapid scaling is achievable. In partnership with like-minded states, Taiwan has a credible opportunity to develop the production capacity required to execute a Hellscape concept.

Finally, weapons and factories mean little without the doctrine and training to employ them effectively. Taiwan should move beyond treating drones as mere surveillance tools and develop an overarching theory of victory that integrates uncrewed systems across air, sea, and land into a coherent asymmetric strategy. The Ministry of National Defense should commission a comprehensive review of drone operational concepts and release an unclassified version publicly to signal resolve to both industry and adversaries. Complementing this, regular “drone labs” that bring together frontline operators and technical experts to prototype and refine tactics would cultivate the bottom-up innovation that is fed back into industry and has proven critical in modern drone warfare.

Taiwan’s Ministry of National Defense and services might continue to resist asymmetric approaches to defense, but the Lai administration is pushing hard to make this a reality, and there are reasons to believe it could succeed. Ukraine has demonstrated that asymmetric strategies centered on the use of cheap drones work in practice — this is no longer simply a theory. Drones, unlike more expensive conventional weapons, are relatively affordable and would consume a comparatively modest share of the defense budget, leaving some resources for traditional weapons. The technology is neither exotic nor overly complex, making it within the reach of a country like Taiwan to develop and produce at scale. The Hellscape concept as a part of a self-defense strategy also offers a meaningful hedge given growing concern that the United States might not intervene in a cross-strait conflict.

Yet the Hellscape concept and asymmetric strategy are designed for one particular scenario: a large scale invasion. It is appropriate for a nation to use the most challenging scenario to drive its force design and doctrinal development. But this approach is not applicable to more frequent, lower-level threats Taiwan faces and should not be mistaken for a comprehensive solution to Taiwan’s broader defense needs.

The Hellscape concept shifts the strategic calculus. The question is no longer whether Taiwan can win a conventional war against China. The question is whether Beijing can stomach the operational chaos, staggering casualties, and strategic uncertainty that an invasion would bring. By making an assault prohibitively costly and dangerously unpredictable, Taiwan can deter it from happening in the first place.


Stacie Pettyjohn, Ph.D., is senior fellow and director of the defense program at the Center for a New American Security.

Molly Campbell is a research assistant in the defense program at the Center for a New American Security.

They are the authors of the Center for a New American Security report
Hellscape for Taiwan: Rethinking Asymmetric Defense.
 

jward

passin' thru
dan linnaeus
@DanLinnaeus
2h

China just sanctioned seven major European defense firms, the first European escalation in its Taiwan sanctions campaign. The list hits German sensor and radar makers, Czech drone, satellite-intelligence, and aerospace firms, Czech self-propelled artillery and rocket producers, and Belgian small-arms houses that anchor Taiwan’s infantry arsenal. The action bans dual-use exports and, more significantly, claims extraterritorial reach, prohibiting third-country firms from transferring any China origin dual-use goods to these companies.
View: https://twitter.com/DanLinnaeus/status/2048017708948599204?s=20
 

jward

passin' thru
Taiwan Security Monitor (台灣安全觀測站)
@TaiwanMonitor

Taiwan's Kinmen Defense Command held the second iteration of its 2026 “Taiwu Exercise” earlier today, focusing on defense against an amphibious assault.

M60A3 tanks, CM-21 armored vehicles, and Javelin anti-tank missiles were involved.
 

jward

passin' thru
Shanaka Anslem Perera ⚡
@shanaka86
·
1h
Trump told Fox News' Bret Baier from Beijing: "I'm not looking to have somebody go independent." He was talking about Taiwan. He called the $14 billion arms package "a very good negotiating chip" he is "holding in abeyance." He said the US allowed three Chinese tankers through Hormuz "because we allowed that to happen." TSMC's Arizona Fab2 begins 3-nanometer volume production in H2 2027. The 1979 strategic ambiguity doctrine has been inverted in plain sight.

Baier asked if the people of Taiwan should feel more or less secure after the summit. Trump replied: "Neutral. This has been going on for years." Trump added: "We're supposed to travel 9,500 miles to fight a war. I want them to cool down. I want China to cool down." Asked about defending Taiwan, Trump said: "I may do it. I may not do it." On the arms package: "It is a very good negotiating chip for us, frankly. It's a lot of weapons."

The most explicit signal was directed at Taipei. "We're not looking to have somebody say, 'Let's go independent because the United States is backing us,'" Trump told Baier. The remark appeared aimed at Taiwan's President Lai Ching-te, whom Beijing identifies as the independence-leaning leader of the ruling party.

Taipei's Presidential Office responded the next morning. "Taiwan is a sovereign and independent democratic nation," the statement read. It rejected the implied subordination.

TSMC's Arizona Fab2 completed construction in April 2025. Equipment installation begins Q3 2026. Volume production of 3-nanometer chips begins H2 2027, accelerated from 2028. TSMC's cumulative US investment commitment now stands at $165 billion. Roughly 90 percent of advanced node capacity remains in Taiwan. The dependency clock narrows but does not close.

Trump told Baier the US "allowed three Chinese tankers filled with Iranian oil out of the Strait of Hormuz earlier this week." He added: "because we allowed that to happen." The statement formalizes US authorization, not policy exemption. The Yuan Hua Hu transit reported Wednesday was one of three. The Chinese-vessel exemption is now an explicit US policy lever, not a passive blockade gap.

NBC News reported May 12 that the Pentagon is preparing to rename the suspended Iran operation. The new designation, internally referred to as Operation Sledgehammer, would replace Epic Fury from February 28 and reset the 60-day clock under the 1973 War Powers Resolution. The legal architecture for resumed Iran combat is being staged. Trump retains the option to escalate without fresh Congressional authorization.

Trump also broke a decades-long no-comment norm on offensive cyber operations. Aboard Air Force One Friday, he told reporters Xi pushed back when he raised Chinese cyber attacks. Trump replied: "We spy like hell on them too. We do a lot of stuff to you that you don't know about." Strategic ambiguity on cyber is also over.

Trump told Baier he discussed releasing Hong Kong media tycoon Jimmy Lai and Pastor Ezra Jin Mingri with Xi "at length." Xi's response was "under consideration" but Trump said it was "not positive." Lai is serving 20 years on national security charges from December 2025.

The pattern is now visible across four concurrent theaters. Iran retains the Sledgehammer reset. China retains trade carrots and chip access reciprocity. Russia receives Xi's debrief in a two-day Beijing visit May 19-20 timed to the 25th anniversary of the Sino-Russian friendship treaty. Taiwan receives the abeyance, the negotiating chip framing, and the explicit independence prohibition. The 1979 framework relied on Beijing not knowing whether Washington would fight. The 2026 framework relies on Taipei not knowing whether Washington will arm. Same phrase. Inverted doctrine.

 

jward

passin' thru
China Uncensored
@ChinaUncensored
2h

I knew the narrative warfare against Taiwan would be ramping up. Expect to hear more of this. It will boil down to “the US should abandon Taiwan.”

It takes years and about $20 billion dollars to make a semiconductor fab. So even if you—mistakenly—think the only value of Taiwan is semiconductors, then no, Taiwan is not 18 months away from losing strategic value.

But then there are all the other increasingly important strategic reasons Taiwan is important.

-If China captures it they’ll have broken the first island chain and be able to project power throughout the Pacific (they’ve already been creating undersea maps for submarine warfare as far as Hawaii and even Alaska).

-China will become the dominant power in the Indo-Pacific gaining control of $5 trillion of shipping going through the South China Sea

-the entire region will see that US defense guarantees are meaningless and will have to capitulate to the CCP. South Korea is already dangerously compromised. But what will happen to Japan, the Philippines, India?

-the US will have abandoned one of Asia’s largest democracies to an authoritarian regime that is already talking about committing genocide on the Island

That’s just a few of the reasons Taiwan is not EVER losing its strategic importance, especially not in 18 months.

Stay on guard! As we get closer to a potential CCP invasion of Taiwan, we’ll be hearing more and more voices calling for the US to abandon Taiwan. Know better. Counter the psyop.
View: https://twitter.com/ChinaUncensored/status/2055960419378835858?s=20
 

jward

passin' thru
Open Source Intel
@Osint613

Navy Secretary Hung: The U.S. has paused a $14 billion arms sale to Taiwan.

3:11 PM · May 24, 2026
41.1K
Views
 

Housecarl

On TB every waking moment
China Uncensored
@ChinaUncensored
2h

I knew the narrative warfare against Taiwan would be ramping up. Expect to hear more of this. It will boil down to “the US should abandon Taiwan.”

It takes years and about $20 billion dollars to make a semiconductor fab. So even if you—mistakenly—think the only value of Taiwan is semiconductors, then no, Taiwan is not 18 months away from losing strategic value.

But then there are all the other increasingly important strategic reasons Taiwan is important.

-If China captures it they’ll have broken the first island chain and be able to project power throughout the Pacific (they’ve already been creating undersea maps for submarine warfare as far as Hawaii and even Alaska).

-China will become the dominant power in the Indo-Pacific gaining control of $5 trillion of shipping going through the South China Sea

-the entire region will see that US defense guarantees are meaningless and will have to capitulate to the CCP. South Korea is already dangerously compromised. But what will happen to Japan, the Philippines, India?

-the US will have abandoned one of Asia’s largest democracies to an authoritarian regime that is already talking about committing genocide on the Island

That’s just a few of the reasons Taiwan is not EVER losing its strategic importance, especially not in 18 months.

Stay on guard! As we get closer to a potential CCP invasion of Taiwan, we’ll be hearing more and more voices calling for the US to abandon Taiwan. Know better. Counter the psyop.
View: https://twitter.com/ChinaUncensored/status/2055960419378835858?s=20

Notice no-one is thinking in terms of "flexible response" nor SPF-20000 sunscreen.....
 

jward

passin' thru
realcleardefense.com

Trump’s Taiwan Arms Delay Reflects Old Patterns, New Instability​

Rowan Allport

President Trump’s decision to delay signing off on a Taiwan arms package supported by lawmakers because he believed it could provide leverage with China, provoked a bipartisan backlash. Later claims by an administration official that the sale was being delayed because of weapons expenditure during the Iran War were similarly met with incredulity. The authorisation of the sale of military systems, worth approximately US$14 billion, would have followed an US$11.1 billion package announced in December 2025. Beyond the direct national security implications – including that the security of Taiwan supports the U.S. position in East Asia – many objections to the delay rest on U.S. law and pledges. The 1979 Taiwan Relations Act (TRA) requires Washington to make available defence articles and services needed for Taiwan’s self-defence, while Reagan’s Six Assurances stated that the U.S. had not agreed to consult the People’s Republic of China (PRC) on arms sales to Taiwan.

Yet U.S. arms policy toward Taiwan has oscillated since the government of the Republic of China (ROC) fled the mainland after losing the Chinese Civil War in 1949. Initial U.S. reluctance to back Taipei gave way to broad support during the Korean War, before the Nixon-era opening to Beijing and Washington’s recognition of the PRC in 1979 forced a reassessment. After increasingly restrained sales under Nixon and Ford, the Carter administration hardened this approach, including through refusing to sell advanced aircraft such as the F-4, F-16 or F/A-18 to Taiwan.

Despite the passage of the TRA and Reagan’s own pro-ROC rhetoric, elements of this restraint persisted under his administration – in part due to Washington’s desire to support a strategic alignment with the PRC in opposition to the USSR. Reagan’s Six Assurances were issued in response to the 1982 Joint Communiqué with China, in which Washington said it did not seek to carry out long-term arms sales to Taiwan, pledged not to exceed recent sales in qualitative or quantitative terms, and said sales would be gradually reduced. The TRA also afforded discretion over the sales required, stating that “The President and the Congress shall determine the nature and quantity of such defence articles and services based solely upon their judgment of the needs of Taiwan”. For much of the 1980s, military support for the ROC was conducted largely via U.S. industry.

Following the end of the Cold War, there was a strong pivot back toward supporting Taiwan, driven by the disappearance of the Soviet threat, cooling U.S.-China relations after the Tiananmen Square Massacre, and congressional pressure bolstered by the ROC’s democratisation. The domestic politics were also unmistakable: Bush announced the sale of 150 F-16A/B aircraft at the Fort Worth plant that built the aircraft during his 1992 presidential campaign.

Yet while a broad array of weapons ranging from Patriot missile systems to tanks was authorised for sale over the next thirty-five years, a degree of indirect deference to Beijing persisted. Despite the Third Taiwan Strait Crisis of 1995-1996, which saw the U.S. deploy aircraft carriers in response to China’s attempted intimidation of the ROC, the Clinton administration held back from fulfilling some of Taiwan’s most sensitive arms requests – reportedly out of fear of alienating the PRC. The G.W. Bush administration later deferred a request for Aegis-equipped destroyers even while approving platforms including Kidd-class destroyers and P-3C anti-submarine aircraft. Successive administrations also delayed or rejected Taiwan’s requests for newer F-16 variants, even as Obama approved major upgrades to Taiwan’s existing fleet.
Ironically, given the current limbo over the 2026 package, it was the first Trump administration that marked the most dramatic increase in military support to Taiwan since the 1950s, including in the form of systems that could hit targets in mainland China, such as ATACMS missiles, a trend later underscored by the December 2025 package.

Yet Trump’s recent move to stall sales approval reflects the policy opaqueness of the administration: notably, the December 2025 U.S. National Security Strategy (NSS) makes clear the importance of the defence of Taiwan to the U.S.; yet the January 2026 U.S. National Defense Strategy (NDS) does not mention the island by name despite reported interim guidance identifying denial of a Chinese fait accompli seizure of Taiwan as the U.S. Department of Defense’s “sole pacing scenario” alongside homeland defence. Adding to the confusion, it is also arguable that this difference between the documents is cosmetic, as the NDS highlights the importance of defending the first island chain of which Taiwan is a part. Overall, both documents cool previous rhetoric against China.

Ultimately, Trump’s hesitation over the latest Taiwan arms package is not an aberration in isolation. For decades, Washington has treated Taiwan’s security as both a strategic obligation and a variable in its wider relationship with Beijing. What makes the current delay especially contentious is that it is emanating from an administration that is already seen as transactional and lacking in joined-up thinking.

Rowan Allport is the author of War Plan Taiwan: OPLAN 5077 and the U.S. Struggle for the Pacific, published by Naval Institute Press. He holds a PhD in politics from the University of York, is a deputy director at the Human Security Centre, and was formerly a senior analyst at RAND Europe.
https://www.realcleardefense.com/ar...cts_old_patterns_new_instability_1186513.html
 

jward

passin' thru
Mario Nawfal
@MarioNawfal
·
1h
Taiwan just ran simultaneous live-fire validation drills across Pingtung and Tainan, testing some of its most advanced anti-armor and artillery systems at once.

On the list: M1167 TOW missile vehicles, CM25 tracked TOW carriers, FGM-148 Javelins, and 155mm/105mm artillery pieces.

The drills covered mobile firing, wire-guided missile correction, rapid repositioning, and coordinated fire control across multiple locations.

This wasn't a show. Validation exercises mean the systems are being certified combat-ready, not just showcased.

China hasn't renounced force as a reunification option. Taiwan is making sure the cost of using it keeps going up.

Source: TaiwanPlus
 

jward

passin' thru
Gordon G. Chang
@GordonGChang
1h

The U.S. cancelled Taiwan’s participation in Exercise Red Flag-Alaska 26-2 at the last moment, according to the father of a National Guard officer participating in this exercise. If true, shame on us.
 

Sundancer

Contributing Member

The Drumbeat Around Taiwan Grows Louder​

Posted Jun 8, 2026 By Martin Armstrong |​


SPREAD THE LOVE



China v Taiwan 3
Taiwan’s Ministry of National Defense reported that 32 Chinese military aircraft, 10 naval vessels, and five additional official Chinese ships were operating around the island. More importantly, 25 of those aircraft crossed the median line of the Taiwan Strait and entered Taiwan’s air defense identification zone. That median line was once viewed as an unofficial buffer. Today, it is crossed so frequently that Beijing appears determined to normalize military operations in areas that would have been considered highly provocative only a few years ago.
The mistake many analysts continue to make is assuming that China must launch a massive sea invasion for the situation to become dangerous. Modern warfare is changing rapidly. A blockade, economic strangulation, cyberattacks, drone saturation, and missile pressure can accomplish many of the same objectives without immediately triggering a traditional war. Taiwan clearly understands this. The government is now accelerating plans to build an arsenal of more than 1,800 anti-ship missiles by 2029, including American Harpoons and domestically produced Hsiung Feng missiles. Officials openly describe creating a “kill zone” in the Taiwan Strait capable of inflicting severe losses on any attacking force.
Taiwan ECM 2
What interests me is not the daily military count. It is the timeline. China has increased military pressure around Taiwan for years, yet at the same time we see military planners throughout Asia discussing preparation windows extending into 2028 and 2029. Taiwan’s missile expansion is specifically designed to reach full strength around 2029. Military officials in Europe are discussing vulnerabilities that exist until roughly the same period. We are seeing governments independently focus on the same time horizon. That is difficult to ignore.
The larger issue is confidence. Governments always believe they can manage tensions indefinitely until suddenly they cannot. China is conducting larger exercises. Taiwan is rapidly arming. Japan is expanding defense spending. The Philippines is strengthening military cooperation with the United States. The entire region is preparing for a future that policymakers increasingly believe may be unavoidable.
Our models have been warning that 2026 would be a panic-cycle year marked by rising volatility and escalating geopolitical tensions. The risks continue building into 2027, which remains a major war-risk year. By 2028, recessionary pressures, sovereign debt concerns, and civil unrest begin colliding with these geopolitical tensions. Then we arrive at the major ECM turning point in 2029. Whether Taiwan becomes the spark is impossible to know in advance. What we can observe is that governments, militaries, and markets are all increasingly behaving as if they see a storm forming on the horizon.
 

jward

passin' thru
SeaLight
@SeaLightFound

THE BASHI BREAKOUT: #China has, for the first time, pushed a paramilitary sovereignty assertion past its own "10-dash line" & beyond the First Island Chain to challenge a maritime negotiation it isn't party to.


On May 28, #Japan & the #Philippines announced they would delimit their overlapping exclusive economic zones as prescribed by #UNCLOS. Beijing's answer was to send a flotilla through the Bashi Channel & into the open Pacific east of #Taiwan, into waters that even its own most expansive maps don't (yet) claim.

The key is in which ships Beijing sent: China uses its navy to assert capability--what it can do by force. It uses its coast guard & other government ships as a paramilitary force to assert sovereignty--what it claims.

Not one ship in this flotilla was a warship, because this was a sovereignty claim.

That's what's really new here. For over a decade China used these same gray-zone tactics to assert sovereignty inside its South China Sea "nine-dash line". This week's action pushed somewhere new--going past even the 10th "dash" Beijing added to its 2023 map.

Beyond the First Island Chain.

This assertion was aimed not at Taiwan alone, but at two US treaty allies. @China_MFA
branded the Japan-Philippine talks "completely illegal and void", while a June 1 @globaltimesnews
editorial called the idea "an extraordinary and almost unprecedented absurdity… akin to two neighbors sitting in your living room and discussing how to divide your backyard."

Note how China's "backyard" continues to expand. So, in fact, does its "living room".

What SeaLight's tracking shows:
From 1-5 June, CCG cutters Daishan (2502) & Baita (2304) ran the first clockwise patrol over 200nm east of Taiwan's easternmost island--well past the 10th "dash" on Beijing's 2023 map.
Late on June 7th, a second wave of 3 provincial Maritime Safety Administration cutters & a rescue tug pushed into the Bashi Channel. The formation entered Taiwan's restricted waters ~30nm off the southern tip, drew a 7-ship Taiwan Coast Guard standoff, then also pushed east.

Beijing's state media left no doubt about what it all meant, first with an official @XHNews
/@globaltimesnews announcement, then a June 7 Global Times viewpoint column naming the operation "a sovereignty declaration with both legal significance and political signaling."

Taiwan's NSC chief @josephwutw named it "expansionism in disguise," Defense Minister Koo said it was "cognitive warfare." Both are quite correct.

But the deeper target is Tokyo, Manila & Washington DC, since if Beijing can run a paramilitary sovereignty assertion directly against two US allies' lawful EEZ talks in waters far beyond even its own claim lines, the real message is that China's maritime claims are not just expansive and ambiguous, they are unbounded.

Tracking by @StarboardIntel
 

Housecarl

On TB every waking moment
Posted for fair use......

After the Invasion: China Considers the Problem of Ruling Taiwan​

Jude Blanchette and Richard McGregor

June 5, 2026

In August 2024, scholars at a Xiamen-based think tank published a paper urging Beijing to immediately establish a shadow Taiwan government on the Chinese mainland in preparation for a full takeover of the island. “It is imperative to prepare a plan for the comprehensive takeover of Taiwan after unification,” they said. The scholars were writing at a fraught moment for Beijing.

Only months earlier, the anti-China Democratic Progressive Party had taken office after a third consecutive presidential election win. Unusually for a Chinese publication on such a sensitive topic, the paper made several frank admissions: that opposition to unification within Taiwan had deepened rather than softened; that Hong Kong’s post-1997 governance model was ill-suited to Taiwan; and that many Chinese officials lacked even a basic understanding of political and social conditions on the island. The paper circulated briefly before disappearing from China’s internet, which underscored the sensitivity of the topic and the rarity of such candor.

Outside of China, analysis of Taiwan remains overwhelmingly focused on the mechanics of a potential maritime blockade or military takeover, for understandable reasons. A Chinese invasion of Taiwan would rank among the most economically and militarily disruptive events of the 21st century. Yet the emphasis on how Beijing might use force to seize Taiwan has come at the expense of an equally significant question of how it would attempt to rule the island afterwards. The Xiamen paper was notable not because it represented official policy, but because it acknowledged the broader, largely opaque debate underway on this topic inside the People’s Republic of China.

As with early discussions of the war in Ukraine, a narrow focus on battlefield outcomes obscures the potentially more difficult and ultimately more decisive problem of a post-conflict occupation. Military victory, even if achieved at extraordinary cost, would not resolve the Taiwan problem as the Chinese Communist Party defines it. It would instead set off a prolonged and uncertain phase marked by acute governance and administrative challenges, potential legitimacy deficits, and sustained struggles between a victorious external power and a resistant society.

Taiwan would present categorically different challenges from those Beijing has faced in Hong Kong, Xinjiang, Tibet, or other peripheral regions. Taiwan is a high-income liberal democracy with a strong political identity, dense civic institutions, an independent legal culture, a boisterous free media, and deep integration into global economic, high-tech, and informational networks. Governing such a society by force would impose high and enduring political, economic, and security costs on the Chinese state, and in turn would shape Beijing’s own domestic politics and its international standing for decades. China’s challenge is nothing less than the full transformation of the structure and identity of a society and a people that see the Chinese Communist Party largely as an antagonistic entity.

According to a recent Mainland Affairs Council opinion poll, a definitive Taiwanese tracking survey, about 7 percent of adults — equivalent to approximately 1.3 million people — support an immediate declaration of independence. A greater number support permanent separation from the mainland without a formal declaration of independence. Under Beijing’s rule, anyone who maintained these positions would risk jail. Many hundreds of thousands could be deprived of voting rights. All would likely be excluded from the civil service at all levels of government.

Using the metric of party identification, the number of people whose political freedoms would be directly threatened is even higher. About a third of Taiwanese voters identify as supporters of the Democratic Progressive Party, which the Chinese Communist Party considers to be an incubator — if not a promoter — of anti-Beijing sentiment. That equates to about 6.5 million people. The bureaucracy, along with lawyers, journalists, civil society activists, and even business leaders, would have to display loyalty to the Chinese Communist Party at the risk of losing their jobs or being sent to prison.

Lest anyone doubt that Beijing has an appetite for such monumental repression, there is an example close at hand. From 2017, acting on orders from General Secretary Xi Jinping, the authorities in Xinjiang put as many as one million Uyghur, Kazakh, and members of other Central Asian ethnic groups into prisons and internment camps, where they “underwent indoctrination aimed at turning them into secular, patriotic supporters of the party.” The region was placed under blanket surveillance, and children removed from their families were sent to special boarding schools.

Inside China, some analysts are grappling with this reality. Over the past decade, Chinese scholars, legal experts, and policy researchers have shifted their focus to the problem of post-unification rule. With greater urgency and specificity, Taiwan is framed as an acute governance challenge involving regime security, institutional control, identity transformation, and the management of long-term resistance under conditions of intense international scrutiny. While the use or threat of force remains central to Beijing’s Taiwan strategy, Chinese authors emphasize institutional sequencing, legal architecture, and sustained political integration.

The Chinese have extensive experience in bringing restive peripheral regions under control, in Xinjiang but also in Tibet and more recently Hong Kong. “Though its officials would never use the term,” in the words of a 2026 U.S. Department of Defense report, “the [Chinese Communist Party] has achieved what it considers unbroken success in its prior ‘occupations.’” At the same time, Chinese writings on Taiwan reveal persistent anxieties about legitimacy and capacity, and the long-term sustainability of rule over a society that has developed outside of China’s political orbit for more than seven decades.

The Chinese Communist Party has extensive experience governing societies in which it arrived as an alien ruling power. From the 1950s onwards, the party imposed distinct models on Xinjiang and Tibet, which are both nominally “autonomous” regions, steadily erasing whatever administrative or cultural differences once existed. More recently, Beijing has accelerated Hong Kong’s integration into the mainland’s system. Through lawfare, intimidation, the jailing of political opponents, and institutional penetration and co-optation, China has dismantled democratic politics, constrained independent courts, hollowed out civil society, and brought religious institutions under tighter Chinese Communist Party control. The promise of “One Country, Two Systems,” once presented as a durable model for the first 50 years of Hong Kong’s post-1997 handover, now functions primarily as a transitional slogan.

Taiwan would present a challenge of a far greater order. The island has been independently governed since the 1940s and a thriving democracy since the mid-1990s, but its resistance to outside rule predates modern politics. Spanish and Dutch colonial projects failed, and the Qing dynasty faced recurrent uprisings. Japanese colonial rule (1895 to 1945) brought modernization but also persistent resistance, often suppressed violently. The Kuomintang’s post-1945 takeover followed the same pattern: authoritarian consolidation, bloody crackdowns, and the suppression of rivals.

Since political liberalization began in the mid-1980s, Taiwan has developed into a functioning liberal democracy. Power changes hands through elections; legislatures and local governments matter; protest is normalized; courts are more independent; civil society is entrenched; private firms operate under law rather than bureaucratic fiat; and the military has been depoliticized into a national institution rather than a party army.

These political changes have been accompanied by a deepening sense of Taiwanese identity. Despite Beijing’s claims of timeless “Chineseness,” identification with Taiwan has strengthened over recent decades and is now embedded in democratic institutions and party competition. Identity divergence is not incidental — rather, it is structural. In short, modern Taiwan’s defining features are fundamentally incompatible with the Chinese Communist Party’s illiberal, Leninist governing model.

A military victory by the People’s Liberation Army could conceivably shatter resistance and allow Beijing to impose control. But it is at least as likely that China would confront a prolonged struggle to govern a society that views it as an occupying power.

Over the past decade, Beijing’s framing of the Taiwan question has undergone a quiet but fundamental transformation. What was once presented primarily as a project of “peaceful unification” under a flexible institutional arrangement has increasingly been reframed as a task of “complete national unity.”

In China’s academic and policy-adjacent literature, Taiwan is now treated less as a territory awaiting institutional accommodation and more as a politically complex, ideologically contested society whose incorporation would pose acute risks to regime security. As a result, governance, rather than negotiation, has moved to the center of Beijing’s strategic thinking.

For much of the post-Cold War period, Beijing’s preferred framing of the Taiwan question rested on the twin formula of “peaceful unification” and “One Country, Two Systems.” In the early days of Deng Xiaoping’s ascension to power, the then-Chinese leader offered Taiwan a deal: it could keep its governing, economic, and social systems and even its military, as long as Taipei acknowledged it was part of the People’s Republic of China.

In recent years, however, this relatively more tolerant language has been progressively discarded and replaced with an emphasis on “the complete unification of the motherland,” decisively altering the hierarchy of priorities and significantly limiting the scope of autonomy for Taipei. The emphasis on “complete” unification signals that acceptable outcomes must fully eliminate Taiwan’s separate political identity rather than merely managing it.

Beijing’s policy had often assumed that identity differences between Taiwan and the People’s Republic of China were either superficial or malleable, and that economic integration and people-to-people exchanges would gradually soften resistance. Contemporary scholarship is more pessimistic. Many Chinese analysts now accept that decades of separation have produced a distinct identity in Taiwan that is explicitly tied to democratic self-rule and opposition to authoritarian governance. Identity divergence is thus no longer a secondary problem to be addressed after unification, but a central obstacle that must be confronted directly through force, re-education, and long-term social transformation.

In the aggregate, these shifts mark a move away from an accommodationist logic towards a more directly absorptive one.

In Chinese scholarly writing, the models for taking Taiwan come in a cacophony of forms. There is “peaceful reunification,” “military reunification,” “forced reunification,” “governance-led reunification,” “negotiated reunification,” “smart or strategic reunification,” “integration-led reunification,” “combined reunification,” and so on. The five most discussed forms are the peaceful, military, forced, governance-led, and smart reunification models.

The most discussed — and politically salient — analogy is Crimea. Russia’s 2014 annexation is often presented as a model of successful territorial seizure by a Beijing-friendly power, offering lessons not only in conquest but also in post-conflict governance. In this telling, Crimea shows how Moscow blurred the line between civilians and combatants, relied on sympathetic local populations, and moved quickly from occupation to political consolidation. Taiwan, however, would not offer Beijing a receptive public, and its distinct democratic identity would likely outweigh any appeal to shared ethnicity. Crimea’s main appeal, then, is that it was taken and secured rapidly, much as Beijing would hope to do in Taiwan.

Chinese scholars increasingly acknowledge that stability achieved through coercion does not equate to legitimacy. Compliance can be enforced, but acceptance cannot. A society may be quiet yet politically alienated; orderly yet psychologically resistant. This distinction is central to Beijing’s concerns about Taiwan, where separate identities are deeply rooted over generations.

Post-unification governance, as envisioned in Chinese literature, is not light touch. It requires permanent security presence, extensive surveillance, continuous political vetting, institutional oversight, and active identity management. These measures demand resources, coordination, and bureaucratic capacity over decades. They also require sustained political attention at the center. Applied to Taiwan, this raises the possibility of long-term stagnation rather than integration.

Beijing increasingly understands the scale and complexity of the challenge it would face and yet remains bound by political and ideological constraints that limit its ability to resolve core tensions. Autonomy is necessary but untrustworthy; control is effective but corrosive; stability is achievable, but legitimacy remains elusive. Any success would be costly, contested, and uncertain over the long term. At worst, there could be a total breakdown of civil and political order.

In this sense, the hardest problem for Beijing is not in taking Taiwan but in governing it. Whether the Chinese Communist Party can reconcile the demands of control with the need for legitimacy remains the central unanswered question in its Taiwan strategy.

The same question should also inform Western support for Taiwan. Sales of military equipment to strengthen Taiwan’s ability to defend itself remain fundamental to its survival as a self-governing entity. Equally, the United States and its allies have an interest in strengthening precisely the kinds of democratic institutions and qualities that make Taiwan difficult for Beijing to swallow. Reinforcing Taiwan’s democracy should take center stage as much as bolstering its military. The country’s survival depends on it.



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Jude Blanchette is the Distinguished Tang Chair in China Research and director of the RAND China Research Center.

Richard McGregor is a senior fellow for East Asia at the Lowy Institute.
 

Sundancer

Contributing Member

The Pacific Prize​

Posted Jun 11, 2026 By Martin Armstrong |​


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Why is the Pacific Ocean so big? | Live Science

The Taiwan issue is not simply about reunification. That has always been far too simplistic. If Taiwan were merely a political dispute, China would not be spending trillions of yuan to build one of the largest navies on Earth. It would not be launching aircraft carriers into the Pacific. It would not be conducting large-scale naval exercises beyond the first island chain. What we are witnessing is something much larger.
Japan is reporting that China’s aircraft carrier Liaoning and its accompanying strike group recently conducted extensive operations east of the Philippines. Carrier aircraft reportedly carried out roughly 170 takeoffs and landings as the fleet operated throughout the western Pacific. These were not coastal defense exercises. These were blue-water naval operations designed to demonstrate that China intends to project military power far beyond its own shores.
Taiwan sits at the center of what military planners call the First Island Chain, a series of islands stretching from Japan through Taiwan and the Philippines. Since the end of World War II, this chain has effectively limited China’s direct access to the broader Pacific. Control of Taiwan would fundamentally alter that equation. Military analysts have openly acknowledged that China’s navy is steadily expanding beyond the First Island Chain and increasingly operating in waters once dominated almost exclusively by the United States and its allies.
2024_10_30_16_56_43_NATO_Considers_Opening_a_Tokyo_Office_to_Have_a_Permanent_Indo_Pacific_Footprint
This is why military planners throughout Asia are becoming increasingly concerned. China is not simply building ships. It is building the capability to operate far from home for extended periods of time. In 2025, Chinese carriers reportedly spent a record amount of time operating beyond the First Island Chain, launching thousands of aircraft sorties as operational experience rapidly increased. These are the actions of a nation preparing for regional power projection, not merely coastal defense.
Japan is expanding defense spending. The Philippines is increasing military cooperation with the United States. Taiwan is rapidly expanding missile production. China continues building carriers, destroyers, submarines, and long-range missile capabilities. Every nation claims it is acting defensively. History shows that when everyone is preparing for war defensively, the risk of conflict rises dramatically.
Our models have warned that 2026 would be a panic-cycle year characterized by rising volatility and escalating geopolitical tensions. We are now watching multiple theaters move simultaneously. Ukraine continues to expand. The Middle East remains unstable. Europe is openly discussing military vulnerability windows extending into 2028 and 2029. Meanwhile, China is steadily pushing farther into the Pacific. None of these events exist in isolation.
 

Sundancer

Contributing Member
This one is not really about Taiwan it is more about China, and food for thought.

China's Greatest Crime Is Competing Too Well | Armstrong Economics

China’s Greatest Crime Is Competing Too Well​

Posted Jun 11, 2026 By Martin Armstrong |​


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The Pentagon has added over a dozen Chinese companies including Alibaba,  BYD, Baidu, Unitree and Nio to a list of entities it says have ties to the  Chinese military. https://t.co/YeNjQxjVK0

The Pentagon has now added BYD, Alibaba, Baidu, and dozens of other Chinese firms to its list of companies allegedly linked to China’s military establishment. Washington wants the public to believe this is about national security. China’s greatest crime is not that it has a military. Every major power has a military. China’s greatest crime is that it competed too well.
China is building electric vehicles that are taking market share from Western automakers. Suddenly it becomes a national security concern. China develops world-class battery technology. National security concern. China advances artificial intelligence. National security concern. China dominates solar manufacturing. National security concern. China expands semiconductor capabilities. National security concern. At some point people need to ask whether the issue is military activity or economic competition.
The United States spent decades shipping factories, manufacturing, technology, and investment capital to China. Wall Street and consumers rejoiced after receiving cheaper products. The assumption was always that China would remain a low-cost manufacturing platform while the West retained financial and technological dominance. That has never been what our computer indicated, and although it may not have made sense decades ago, every indicator shows China on the rise.
China took the capital, the technology, the expertise, and the industrial capacity and built an economic machine that now challenges the West across nearly every major strategic industry. BYD now sells more electric vehicles than many Western competitors. China produces the overwhelming majority of the world’s battery components. Chinese companies have become major players in artificial intelligence, robotics, telecommunications, and advanced manufacturing. The problem is not that China failed. The problem is that China succeeded.
What would happen if BYD were headquartered in California? Politicians would celebrate it as proof of American innovation. If Baidu were based in Silicon Valley, every financial network would praise its technological achievements. If China’s battery industry belonged to the United States, politicians would be holding press conferences celebrating industrial leadership.
Instead, these companies are Chinese. Yes, there have been instances of technology theft as both nations play dirty to compete. Every success achieved by the rival nation is portrayed as a threat. Governments begin redefining ordinary commerce as strategic warfare.
Washington is finally admitting what China understood from the beginning. Beijing never separated economics from national strategy. China viewed industrial development as national power. The West viewed industry as something to offshore in pursuit of quarterly profits. Now policymakers are discovering that surrendering industrial capacity has consequences.
We are rapidly approaching a world where every Chinese company is viewed as a military company and every American company operating abroad is viewed as an instrument of Washington. Once governments start treating commercial competition as military competition, the distinction between economic warfare and actual warfare begins disappearing.
The public should understand what is taking place. This is not merely about BYD, Alibaba, or Baidu. This is another step in the escalation between the world’s two largest economies. The war cycle is advancing precisely as expected. The rhetoric becomes more hostile as restrictions become more aggressive. The economic walls will grow higher.
 
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