(part 1 can be found here)
The strategists in the
Pentagon must be gaming out the possibility that when Russia invades Ukraine,
China moves on Taiwan. While this may make sense to weekend warriors,
it does not seem sound strategically. Why would Beijing allow Moscow to
determine its timetable? And Moscow's timetable is partly weather-related,
which does not concern the People's Liberation Army.
It is not as if US
forces would be divided. For all practical purposes, the US has ruled
out a direct military response to a Russian invasion of Ukraine. Instead, it
threatens various sanctions. Some could cut deeply, like banning trading or
owning Russian sovereign debt, sanctioning the large state-owned banks, and
restricting dollar-ruble transactions.
On the other hand, the
US appears to be gradually ratcheting up its rhetoric about Taiwan. Last month, the
Assistant Secretary of Defense for Indo-Pacific Security Affairs told a Senate
committee that Taiwan was strategically critical to the region's security and
to the defense of US interests in the Indo-Pacific. President Biden's comments
had to be walked back or clarified in his first year in office several times.
His lapses were always in the same direction. With US military
boots on the ground in Taiwan in an advisory capacity and the escalating
rhetoric, the US is threatening to change the status quo as much as Beijing's
aerial harassment campaign.
China is abandoning its
minimal deterrence nuclear strategy. It is over-determined, meaning that such
a momentous decision is an expression of several forces. As China becomes
wealthier, it is ought not to be surprising that it looks to expand its military
forces. Unlike the US, where even in an age of hypersonic weapons, the
two oceans offer it protection that few other large countries have, China is in
a dangerous neighborhood. North Korea and India (and Russia) have nuclear
weapons. Also, from Beijing's perspective, an aggressive US stance toward
Taiwan, and its attempt to build a coalition to "contain China," a
stronger nuclear presence will minimize the risk of being dominated in an
escalation ladder in the region. In addition, the development of US missile
defenses requires whatever was a minimal deterrence before to be somewhat
larger now to be effective.
The media quotes
experts suggesting China could have 700 warheads in five years and 1000 by the
end of the decade. The US defense establishment reportedly was caught
off-guard by the rapid Chinese build-up. This may have something to do
with its exaggerated response. US Dr. Strangelovian logic thought
that if Washington pursued overwhelming superiority, maximum deterrence, and
without a pledge of "no first-use," Beijing would stick to its
minimal deterrent. Suppose
China acquires those warheads. Assuming
the US does not expand its forces, it will still have four-times more than
China.
Former US Secretary of
State Pompeo talked about the need for regime change in China. Such allusions
would seem to strengthen the hardliners in Beijing. Imagine the response
in the US if China made such declarations. Through its Belt and Road
Initiative, loans, and trade ties, China is securing a beachhead in South
America and the Caribbean (Cuba. Jamaica, Barbados). The Regional
Compressive Economic Partnership that it sponsored formally went it effect at
the start of the year. It includes Japan and South Korea, something
incidentally that the TPP (and now CPTPP) did not achieve.
The Biden
administration has floated the idea of a new initiative in the region, but so
far it seems ill-defined hodgepodge of different areas of cooperation,
including supply chains, export controls, and standards (such as in artificial
intelligence and bioengineering). It raises at least two questions.
First, substantively, is it just trying to play catch-up after the retreat from
the TPP and is it possible to offset the US declining trade importance as
regional trade increases. Second, procedurally, the checks and balances
of the US political system allow for two ways that a deal can be struck: With
the consent of the Senate, which is an arduous path, or an executive agreement,
which, while easier to secure, is easier to unwind, and hence less
credible.
The legitimacy of the
political and economic elite rests on a different type of competition that is
being played out. It is for the hearts and minds and may arguably be the
decisive theater. The way to people's hearts and minds is not going to be
through ideology of collectivism or individualism. Ultimately, it may be via
the stomach, so to speak. Will people's lives and the lives of their
children be better? In the US, with GDP per capita of around
$63.5k, the traditional answer has been yes. However, distributional
issues and declining social mobility make it a more difficult call now, let
aside the environmental degradation.
In 1980, China’s GDP
per capita was less than $200. Now it about $10.5k, edging above
Russia, and easily surpassing Mexico and Brazil. The Chinese Communist
Party delivered the goods. The question is whether Xi attempts to roll
back what he sees as the excesses of Deng Xiaoping's reforms kills the
proverbial goose that laid the golden egg. It is sometimes cast as a social
contract of sorts which in exchange better lives (material well-being, modern
medicine, increasing longevity, etc.), political and social power was
concentrated in Communist Party, a mass organization by Western standards, and
one in which capitalist have been allowed to become members.
Representative governments and modern
totalitarian regimes face several similar challenges. National security is
paramount. Remember that in the name of national security, the US imposed
tariffs on steel and aluminum from other representative governments who are
allies, like Canada, the EU, the UK, Japan, and Mexico. Biden has not
negotiated their full unwind yet (e.g., Japan and the UK).
The concentration of income and wealth poses various social and political challenges in the West and China. Under Covid, we have seen how poverty (i.e., limited access to health care, consumer/health education, and access to food at affordable prices) is itself a comorbidity. The security of private data also raises important questions regardless of a country's political structure. There appears to be a wide range of accommodations that are possible but elites, whether elected or not, must ensure a better life for more people, or face ultimate rejection.
Disclaimer