Hi all,
War is the extension of politics.
Some factors in to play:
Local US Politics:
- Democrats are in for a hammering they haven't recieved in a long time due to US being actually being in recession. Biden is the most unpopular leader with questionable mental health. His no. 2 is so bad that Biden could get more votes if he was in ICU. So democrats are desperate to change the messaging from inflation and recession.
Ukraine war happened too early, the fatigue has set in, it isn't even a top headline daily anymore. Russia didn't run out of missiles in march and widened up after making mistakes early on and are gradually progressing. The ruble and economy are stable and the sanctions are biting back.
The Pelosi drama is a win-win at first thought. If Pelosi lands etc without any serious consequence, Democrats can claim 'we showed em!'. Normally, this messaging would die down as well by November and won't help democrats.
If China responds in any an impactful manner, then that will be the steroid injection into 'ChInA bAd' narrative. This messaging will sustain at a higher pitch and will allow democrats some distraction from the local economic issues. If Pelosi is hit, then China is offering US a cassus belli whether you guys agree or not. Public in west would and would be happy to part with their tax money to hit back at China. This is playing straight into their hands.
USA wins in both scenarios unless China can humiliate USA without hitting.
Furthermore, long term US policy is obviously to keep goading China into making mistakes and generate more bad PR so they can convince more of their allies to decouple faster.
Chinese Politics:
Now CCP has decided for whatever reason that this is the hill they will fight on. I feel they could've decided they'd fight on another hill, but it is what it is. Seeing the local social media trends, the public is laser focused and hyped. The legitimacy of CCP is at stake. The expectations have been set high and if they are not delivered it will certainly hurt CCP's image and US will walk away with an easy win.
Things such as:
- Live excercises,
- More rhetoric of this and that,
Etc will not satisfy the public.
The public expects something meaningful and consequential.
At the same time, I don't think CCP are dumb enough to start a direct war with US and allies. US is baiting them, and hoping to further galvanize their allies.
CCPs ideal response should be squarely on (1) Taiwan directly, and (2) indirectly, make the conflict with China unpopular amongst US masses. US lost Vietnam and Afghanistan not because they couldn't pound the local militias indefinitely, but because public had enough of it and it became a political liability. Hitting Pelosi will make a war against China more popular in west, hence it's counter-productive.
So with all of the above, what are the options on esscalatory ladder:l and it doesn't have to be instant, but multiple over multiple schedules.
1. China can take over some of the Islands. Warn that any economic sanctions from West, especially Europe will mean that they will retaliate by assisting Russia in fighting Ukraine. Ukraine is a proxy for west, where they hope to cut down Putin without sacrificing any of their own, an ideal scenario they hope to support indefinately. This suddenly becomes very expensive if China backs Russia, then Ukraine is a no win scenario for the West unless they wish to start a nuclear war with Russia. So, counter-baited. Also allows China go test their equipment in real world scenario. China can claim if West interferes in its internal matters, it will interfere in European matters.
There will be economic costs for all sides, but frankly, West is already through trade war and other restrictions, attempting that, but trying to minimize their blowback. This will neuter that strategy.
Taiwan would need to be made example of to deter local lapdogs like India and Japan not be a punching bag.
2. Announce ambiguous no fly zone over Taiwan, Taiwan and allies would need to escort every civilian aircraft, China can pick and choose, creating alot of cost with nothing on it. They can again warn any sanctions will result in Ukraine scenario mentioned above. It's a trump card.
3. Rare earth metals, start charging 50% Pelosi tax for x number of months, you know it's not permanent and not super escalatory, it hits US consumers, creates inflation without much impact. US is already busy trying to find alternate supply chains so milk this cow now.
4. Other factors that create inflationary impacts indirectly. Perhaps port closures due to military excercises. Global supply chains are expensive and fucked as they are, this creates more drama and makes things difficult.
5. Other indirect factors: oil etc, they can push Iran to go nuclear and bait a strike if things don't remain neutral on that front. Iran is willing to bat for Russia right now, they'll be delighted with China on their side.
6. Immediately start moving their reserves out of jurisdictions that can be locked / stolen like Russians and Iranians faced. This is key, if China isn't doing this already after Russia, now is the time.
7. Lots of private Chinese citizen investments sitting in west that can be stolen, start making a plan to get rid of those.
8. Seriously consider Rapid build up and preparation under pretext of Pelosi provocation for unification within days/weeks before US and allies can mobilize and [ eventually go for it.]( I will explain why time isn't necessarily on Chinese side)
The solution is to counter bait and make life miserable for the political elite. Knee jerk reactions like sHoOT dOwN pEloSi are childish and short sighted and wet dream come true for US.
Is time in China's side? Yes and no.
US has waken up, they're expediting 6th gen fighters, focusing on key technologies to stay ahead (recent example of Semiconductor subsidies) abd trying to limit China in areas it has edge in like cutting down Huawei, arguably which would have been no. 1 mobile manufacturer today but now is out of the picture due to 5g and other restrictions. No Chinese corporation will be allowed to become global leaders in critical industries and they will be hit hard under pretext of 'national security'.
They are also rallying allies, AUKUS is one example, there is talk of Economic NATO etc. They are going to do what every power would do in this scenario. China is not going to be against US alone in 10-20 years, theyd be up against a more armed up Europe, Japan, South Korea, Australia. (Not sure about India since they're so incompetent), but all of that Economic might will be much bigger than China even if China surpasses US one on one.
So I think the time window for reunification is earlier rather than later.