Lessons for China to learn from Ukraine conflict for Taiwan scenario

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A potato

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Guancha interviewed Jin Chanrong (金灿荣), a professor in Renmin university and an expert on Sino-US relationships.

Prof. Jin believes that the west, the US in particular, might have determined to punish China for not siding with them on Russia. The Ukraine conflict is going to cause major disruptions to the global food supply. That in turn can start turmoil and unrest in the global south. It will not be good for BRI.

Some reckless politicians in the US might want to take chance amid the chaos and push Taiwan to cross the red lines. He warns to not overlook the possibility that these bandits, and their lap dogs in Taiwan, will miscalculate.

To prepare for the worst, Prof. Jin thinks that China must quickly raise annual military expenditure to 2% of its GDP.

The result of a recent poll in the US says that some US public are more willing to risk a war with China than with Russia. Using it as an example to show that many Americans are underestimating China's capacity as a nuclear power, Jin urges that China must ditch the strategy of 韬光养晦 (keep a low profile to bide one's time) and start playing its cards in the clear to the US. He considers 韬光养晦 only a special case for short term challenges and the time for it has long gone. China has already become too big for the corner.

In his opinion, it'd be foolish to think that, in dealing with the US, being purposefully unintelligible can conceal China's strategic and long term objectives. China must state clearly its intents and interests to avoid misunderstanding and miscalculation by the US, or any other foreign power.

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Why are the Americans so dumb. They litterly sponser seperatist movements in China and expect us to support Ukraine?
 

tphuang

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One key aspect of the Ukraine conflict is how America has been able to advance its foreign policy goals through its allies in Europe. Another aspect is how Russia’s geography limits its operation. NATO has been able to press its advantage next to Russia with little recourse. As we’ve seen, Baltic fleet is under threat from all directions. North fleet also has to pass through the advanced nuclear sub fleet of Royal Navy. Black Sea Fleet is constrained by what Turkey allows in and out. It is very hard for Pacific fleet to help other side due to Arctic ice and long distance. As such, Russia has always been limited as a land power rather than Naval power.

One of the great narratives pushed by Internet armchair QB is China’s bad geographical setup. There are 2 key arguments here:

1) China’s SLOC and energy route has to pass through international water that are controlled by US Navy and allies.

2) China is surrounded by nations that could be hostile along the first and second island chain which prevented the from breaking out.

So, I think it’s important to address these 2 arguments separately..

The first one was always one of those existential questions that we discussed on SDF back in early 2010s when I was really active here. Over time, China has only started to import even more oil and natural gas from the Middle East and Africa than it ever did before. Even back then, the question was always how US Navy could identify whether an oil tanker or a LNG carrier is heading to China or Japan or SK. Now, the other question is how will US navy have enough ships to stop more of them from getting to East Asia. It would be crazy for USN to use Burkes to block oil tankers from getting to East Asia. Similarly, could RAN intercept ships carrying natural resources while operating in Indonesian or Malaysian water. That would seem pretty crazy. Now, let’s say they do the unthinkable and just lay mines all around route from Middle East to China and screw every ASEAN countries. Would that stop China? This is where Russia comes in. Assuming China and Russia will continue to help each other, this will significantly alleviate oil/natural gas pressure against China. I’ve discussed several times in the past that 7 out of 13 million bpd of crude oil that China currently use could be supplied by just the domestic production + pipeline and import from Russia. If we add in additional oil tankers from Russia and possible delivery from fuel trucks, they could get even more than 7 million bpd. That would be more than enough in a society that has this much electricity based transportation (rail, buses and EVs). That’s one of the huge changes that have made China resilient to getting cut off from oil. If they reach 50% EV sales in a couple of years, they can entirely stop 95% of oil transportation and still function as a society. Which brings us to electricity production. Natural gas remains a small fraction of China’s electricity generation. China is also able to get pretty much all it needs from domestic production, Russian LNG, Malaysia and gas pipelines from Russia and other countries based on my examination here World non-renewable energy discussion. Aside from that, they have a lot of spare coal capacity that can always get switched on along with more installation of renewable energies to cover any electricity outage.

So, what do they miss? The most obvious one is Iron Ore. They import large amount of that from Australia. All of that can be cut off over night. Same with copper, where the largest exporters are south American countries and Australia. They can definitely import a lot more of that from Russia. I think another solution is Afghanistan. They have large reserves of Iron, Copper and Lithium that are basically untapped. You can get to Xinjiang easily from Pakistan with the Karakoram Highway which can then get you to Kabul.
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. There is also a proposed Iran/Afghanistan rail to China that is on the drawing board
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. Not really sure how feasible that is and how long it would take to build something over there. There should already be existing freight rail lines between the two countries via longer path, so this project is not critical. China is looking to get into more Afghanistan infrastructure project for good reason
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. They need those Afghanistan resources that can get to China via friendly countries. Developing new mines can take some time, so that’s where they will probably want to push things.

As such, they can probably secure all the resources they need through their land based partners. I think it would be important for them to have a mutual defense treaty with Pakistan like the one they have for North Korea. And Ideally, that would allow China to operate out of Pakistani air fields during times of war. It would also allow for even greater cooperation between the 2 militaries. Such an arrangement would also allow China to have an eye over the Persian Gulf and potentially blackmail hostile European countries during a major conflict. At the same time, (and despite my personal distaste for the Taliban, I think China will probably need to recognize the Taliban government for greater access into their natural resources and infrastructure projects. Getting the resources they need is quite crucial. There are resources out there where Russia is not a major exporter.
 

tphuang

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The second one was another question that I really could not have answered back in 2012. All around them, there were navies that simply could just cut off their trade. Japan had that ability with their submarine fleet and modern surface combatants. Australia had the ability to do that around Malacca straits because China could not project its navy that far out. Same with Singapore. 10 years later, most of these problems seem to have went away. 3 major changes:

1) The rapid development of new generation of Chinese missiles with DF16/17/26/100.

2) The SCS island buildup

3) The blue water fleet expansion and longer AF projection from J16/J20/Tankers.

So now, no country (including Singapore) in ASEAN can mess with China due to the missiles threat. They can knock out the Japanese threat with the huge missiles arsenal as well as the longer range projection of PLAAF. Australia really can no longer wonder too far north into SCS before getting picked up by PLA. Even the military base in Northern part of Australia could get targeted by a regiment of H-6K as well as 055 fleet launching longer range cruise missiles. The northern RAAF/RAN base in Darwin is only about 3000 km away from Spratly Islands. They are now capable of degrading it. The only places they really can’t get to right now are Perth/Sydney/Wake Islands/Diego Garcia. All of which will be accessible once they have H-20s.

IMO, the issue was not geography, but rather not having the right equipments to deal with them. With the right military capabilities, the island chains are in fact not geographical disadvantages. They become targets. PLAN cannot currently surge to 2nd island chain due to lack of nuclear carrier, submarine and oversea base, rather than “hostile” islands. As long as surrounding countries don’t have the same resources, they simply aren’t able to build up the type of military infrastructure that China has build up in South China Sea.

The other smart thing China has done is this major buildup of cutters. That along with covered 056s and naval 056A form a large force capable of enforcing China’s maritime policing in nearby waters. They are extremely important in any blockade during wartime, since they provides the quantity needed to actually direct civilian ships to go in the directions that China wish them to go. For example, they can be used to intercept any oil tankers/LNG carriers from America coming to Japan. Similarly, they can prevent any ships coming north from Australia. As long as China maintains naval superiority in the surrounding regions, these cutters can act with impunity during war time. Just the share number of sea-worthy cutters allow them to cover a huge area in SCS and westpac.

SCS itself has now turned into a major advantage following the build up the Spratly Islands. Any civilian ships passing through SCS will have to go through this area controlled by PLAN and cutters. As such, they can simply deny trades between outside world and ASEAN countries. China can use this to punish hostile countries during a war scenario, so that none of them would contemplate providing air fields to American forces. China can also use this to encourage countries like Thailand, Malaysia and Indonesia to not allow overfly rights for American/Australian aircraft/missiles and allow them for Chinese aircraft and missiles. They can sell/deliver air defense system to these countries to intercept hostile aircraft/missiles. This will also allow China to continue with robust trading with ASEAN countries during war time, This will also allow them to significantly reduce trading between Australia/NZ and their largest markets.

During war time, I would also expect them to utilize Okinawa and possibly other Ryuku islands to help extend the range of their aircraft to further control the waters in westpac. As such, while these islands may look like weak points, they could entirely be turned into advantages if an initial round attack can knock them out (which they can) and a later landing could be attempted with air dominance + 075/071s. These islands are not built to oppose large scale landing. As such, they would be far easier amphibious operations than Taiwan. China could power these islands with their floating power plants and quickly build out their own air base infrastructure and setup their air defense. If they defeat JSDF in the opening phases of the war and bring Japan to its knees through blockade, I do expect them to force Japan to stay out of the war and to not allow anymore American bases on its territory. As such, they might be able to utilize Okinawa in exchange for providing power and without having to do a forced landing. I don’t see how China can leave JSDF alone unless Japan promises to not allow US military from using bases in Japan during a conflict. The strike power that USAF might deliver from Japanese air bases is far greater than JASDF itself is able to deliver. As such, forcing USAF to operate from Alaska would be a huge win.

Of course, all of this assumes they have a few weeks to set up infrastructure while they wait for multiple American CSGs to come. As we discussed previously, they can plan their operations to start at a time that would be the least advantageous for US Naval ship deployment, so that it would take a long time (2 months) for USN to be able to come at China with a large force. During this time, China will be able to use blockade, military power and economic coercion to set up bases in advantageous spot. For example, I would expect Taiwan to surrender and allow PLA to utilize its air and naval bases. If that doesn’t happen, I still would expect them to be able to successfully land and use selected airport from Taiwan proper along with Penghu and Orchid. Even if Taiwan itself refuses to surrender, I would expect them to capture certain parts of Taiwan, which can be used as launch point for fighter jet and tankers.

During this period, I would also expect them to work with Myanmar and Cambodia government to establish bases of operation from those countries. The goal here is extend the engagement zone of the aircraft and navy, so that mainland and even SCS bases will have buffer zone. It would also allow them to target Diego Garcia with H-6K or DF-26. Stationing HALE drones and long range radar system would allow them to significantly increase their ISR into Indian Ocean. It would also allow them to combat any attempt to obstruct civilian ships from sailing into SCS. Base in Cambodia would allow them to dominate the southern part of SCS and control Malacca straits itself.

In general, I no longer see the first island chain as effective controls against PLA advancements. I see geographical situation working to China’s favor as they develop longer range strike capabilities.
 

pmc

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NATO has been able to press its advantage next to Russia with little recourse. As we’ve seen, Baltic fleet is under threat from all directions. North fleet also has to pass through the advanced nuclear sub fleet of Royal Navy. Black Sea Fleet is constrained by what Turkey allows in and out. It is very hard for Pacific fleet to help other side due to Arctic ice and long distance. As such, Russia has always been limited as a land power rather than Naval power.
Russia can cut Europe from Norway energy. Russia can stay back in Arctic but Europe has to defend Norway. Arctic ice has no problem for 9 months of year. newer infrastructure will make it year round by 2024.
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Russia with much larger airbase and Naval base that is closest to Suez Canal. Combined training of long range missiles. It may well become largest Russian airbase in terms of deployable mix aircraft.
Russia is building leverage by concentrating fire power near choking points that is easily defensible through much dense air defense network. newer cruise missile will get target designation by long range UAVs control from thousand of kms. naval asset does not need to be in vicinity for missile strikes. The only effective use of naval assets will be small ships parked near shores to protect the land from much lower altitude sea based missiles in a layered defense network. we have already seen this thing when UAV attack on Crimea was intercepted by ship based air defense system.
They built these shelters against small UAV attacks as air defense may not reliably detect it.

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1659893978180.png
 

FairAndUnbiased

Brigadier
Registered Member
One key aspect of the Ukraine conflict is how America has been able to advance its foreign policy goals through its allies in Europe. Another aspect is how Russia’s geography limits its operation. NATO has been able to press its advantage next to Russia with little recourse. As we’ve seen, Baltic fleet is under threat from all directions. North fleet also has to pass through the advanced nuclear sub fleet of Royal Navy. Black Sea Fleet is constrained by what Turkey allows in and out. It is very hard for Pacific fleet to help other side due to Arctic ice and long distance. As such, Russia has always been limited as a land power rather than Naval power.

One of the great narratives pushed by Internet armchair QB is China’s bad geographical setup. There are 2 key arguments here:

1) China’s SLOC and energy route has to pass through international water that are controlled by US Navy and allies.

2) China is surrounded by nations that could be hostile along the first and second island chain which prevented the from breaking out.

So, I think it’s important to address these 2 arguments separately..

The first one was always one of those existential questions that we discussed on SDF back in early 2010s when I was really active here. Over time, China has only started to import even more oil and natural gas from the Middle East and Africa than it ever did before. Even back then, the question was always how US Navy could identify whether an oil tanker or a LNG carrier is heading to China or Japan or SK. Now, the other question is how will US navy have enough ships to stop more of them from getting to East Asia. It would be crazy for USN to use Burkes to block oil tankers from getting to East Asia. Similarly, could RAN intercept ships carrying natural resources while operating in Indonesian or Malaysian water. That would seem pretty crazy. Now, let’s say they do the unthinkable and just lay mines all around route from Middle East to China and screw every ASEAN countries. Would that stop China? This is where Russia comes in. Assuming China and Russia will continue to help each other, this will significantly alleviate oil/natural gas pressure against China. I’ve discussed several times in the past that 7 out of 13 million bpd of crude oil that China currently use could be supplied by just the domestic production + pipeline and import from Russia. If we add in additional oil tankers from Russia and possible delivery from fuel trucks, they could get even more than 7 million bpd. That would be more than enough in a society that has this much electricity based transportation (rail, buses and EVs). That’s one of the huge changes that have made China resilient to getting cut off from oil. If they reach 50% EV sales in a couple of years, they can entirely stop 95% of oil transportation and still function as a society. Which brings us to electricity production. Natural gas remains a small fraction of China’s electricity generation. China is also able to get pretty much all it needs from domestic production, Russian LNG, Malaysia and gas pipelines from Russia and other countries based on my examination here World non-renewable energy discussion. Aside from that, they have a lot of spare coal capacity that can always get switched on along with more installation of renewable energies to cover any electricity outage.

So, what do they miss? The most obvious one is Iron Ore. They import large amount of that from Australia. All of that can be cut off over night. Same with copper, where the largest exporters are south American countries and Australia. They can definitely import a lot more of that from Russia. I think another solution is Afghanistan. They have large reserves of Iron, Copper and Lithium that are basically untapped. You can get to Xinjiang easily from Pakistan with the Karakoram Highway which can then get you to Kabul.
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. There is also a proposed Iran/Afghanistan rail to China that is on the drawing board
Please, Log in or Register to view URLs content!
. Not really sure how feasible that is and how long it would take to build something over there. There should already be existing freight rail lines between the two countries via longer path, so this project is not critical. China is looking to get into more Afghanistan infrastructure project for good reason
Please, Log in or Register to view URLs content!
. They need those Afghanistan resources that can get to China via friendly countries. Developing new mines can take some time, so that’s where they will probably want to push things.

As such, they can probably secure all the resources they need through their land based partners. I think it would be important for them to have a mutual defense treaty with Pakistan like the one they have for North Korea. And Ideally, that would allow China to operate out of Pakistani air fields during times of war. It would also allow for even greater cooperation between the 2 militaries. Such an arrangement would also allow China to have an eye over the Persian Gulf and potentially blackmail hostile European countries during a major conflict. At the same time, (and despite my personal distaste for the Taliban, I think China will probably need to recognize the Taliban government for greater access into their natural resources and infrastructure projects. Getting the resources they need is quite crucial. There are resources out there where Russia is not a major exporter.
oil and gas is only part of energy, not all energy.
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, of that 1/3 is either domestic or Russian pipeline imports.

figure1.png

so even a 100% cutoff of Persian Gulf oil/gas is fine. China isn't SK or Japan which don't even have domestic coal.
 

BoeingEngineer

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Today, my read is that for Japan, Korea, Philippines - they still do believe that the US would militarily intervene in a Taiwan scenario.

But in 5 year's time, China's nuclear deterrent will be far larger.
And this will be combined with large improvements to Chinese conventional forces which will make it clear than the US would not win a war (lasting months/years) in the Western Pacific.

At that point, we should see a collapse in confidence from Korea/Japan/Philippines that the US military can provide a security guarantee in the Western Pacific.

But the question is, will US give China another 5 years ?

Look at the recent action from the US such as the Pelosi visit !!
 

bjj_starter

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I think it's admirable that the Russian military tried to minimize casualties in the first days.
It is admirable, and despite the issues I hope that not doing that is a lesson China doesn't learn for a potential Taiwan contingency. The PLA is very strong in the Eastern theatre, and improving all of the time. If they can continue to improve, they should initially engage with the intent to minimise casualties, instead targeting the Taiwanese military & setting up the blockade. US propaganda is unlikely to acknowledge it, but it will make a significant difference to Taiwan's governability for decades. Part of China's goals should be to prove DPP/US propaganda about a rapacious and callous PLA wrong.


It's not just about morals or proving yourself better than the USA. A military with a reputation for brutality inherently has to fight harder against its enemies, because they are less likely to surrender and have higher morale in the fight. As a hypothetical, if China turned Taiwan into an open air prison like Gaza after succeeding in a Taiwan contingency, or caused the deaths of millions with little to no concern for human life, executed the entire leadership etc, this would make it basically impossible for any other country in any future conflict to surrender. Southern Korea, or Japan, in a future conflict where they were outmatched, would look to Taiwan as evidence of what would happen to them if they failed in defence or surrendered.


If Taiwan was not hurt any more than was necessary to achieve military victory, there were no reprisal killings, no execution of leadership, then the leadership of other countries in conflict with China would be much more willing to accept that fate for their own country, if it came to it. If surrendering would mean certain death for them as leaders, horrible conditions for their people, and the PLA had demonstrated they had zero concern for the lives of their citizens, I don't see why any country would ever surrender.


In conclusion, one lesson I hope China does not take from the conflict in Ukraine, is that they should be as brutal as possible and not care about civilian casualties. Adapting that strategy would cause serious issues for China in the future.
 

bjj_starter

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I disagree with the assertion that Russia is destined to be a junior partner in the Sino-Russian strategic partnership. There is a strong interest for China to continue to work with Russia, comprehensively and indefinitely. Ever since the end of the Cold War, Chinese leaders have held the view that the support of Russia is pivotal in shifting to a multipolar world. Russia may have lost the potential to sustain a bipolar competition with the United States, but it continues to hold many cards that are so important as to place them in a kingmaker position.

The Russian economy may appear to be small when viewed as an aggregated nominal GDP, but this is totally misleading when it comes to representing its capacity for supporting a military and exerting hard power. The nominal GDP of Russia is only around the level of South Korea, because of the enormous fall in the ruble exchange rate since 2014 and the low nominal wages in Russia. However, the Russian economy in purchasing power parity terms (PPP) is larger than France or UK, and on par with Germany. Most geopolitical analysts will agree that, when it comes to assessing the potential for an economy to build a military, PPP is a far better measure than nominal USD GDP.

Furthermore, the composition of one's GDP matters in terms of hard power implications - this is often overlooked by Western economists. The nominal GDP of South Korea may be large for its population, and the United States obviously has a massive economy, but what exactly are these economies composed of? The truth is they are heavily service, entertainment, and finance based economies, at least relative to the industrial and resource based economies of China and Russia. South Korea has great K-pop entertainment and e-sports. The US is really good at making Justin Bieber CDs, Angelina Jolie movies, pornography, consultancy for Wall Street, political adverts, so on and so forth, and these goods are very expensive and therefore contribute greatly to GDP. In contrast, Russia produces base commodities like oil, natural gas, grain, aluminium and titanium, along with a sizable industrial, shipbuilding and aerospace sector, while Russia exports very little entertainment goods. Tell me, which country will be better at transforming their economic power into hard military power? (It's Russia)
People who dismiss the military potential of the Russia economy often ignores these two key nuances - PPP measure and composition, and they often get a misleading picture.

The West has burned all bridges with Russia and created in that country a multi-generational enemy, and for no good reason. China should not pass on this opportunity. China has always been concerned about the potential for a distant US blockade in the event of a conflict. While China may be well-placed to hold its own militarily in the Western Pacific, it can do very little to lift a distant US lockade, for example in the Indian Ocean. This would disrupt the flow of natural resources that are needed to sustain the Chinese war effort. However, with the support of Russia, a US-led naval blockade would lose its teeth. Russia can fill the gap in Chinese demand for raw materials that are not met by domestic production, thereby sustaining the Chinese military industrial complex under a blockade.
So let me tell you something: Russia is not China's burden. Russia still holds a considerable reservoir of hard power that often gets missed by surface-level analysis. The enmity of Russia would hinder China's capability to wage a long war, while the support of Russia is critical for moving towards multipolarity. The West has chosen to burn their Russia card as a result of incompetent foreign policy, and this will be their undoing.
This is an excellent post, I'm very glad I joined this forum.

Some other things to consider beside Russia's immense natural resources, are the proficiency of their intelligence services (making intelligence sharing relationships useful, if they can be negotiated), and their areas of technological superiority to the modern PLA. Specifically, their Yasen submarines and their fighter jet engines are world-leading in capability, and a technology sharing arrangement that resulted in the PLA being able to build their own Yasen equivalents and improve their domestic fighter jet engine production substantially would massively improve the PLA's military capabilities. Particularly the Yasen submarines, if the PLAN could regularly produce submarines that good I am confident they could defeat US navy forces significantly further out from Chinese shores.
 

AssassinsMace

Lieutenant General
The Taiwanese are open to killing Chinese civilians as in their taunt to target the Three Gorges Dam. No one is going to recognize if China doesn't target civilians. If China declares that it won't target civilians and then civilians are killed, the West will turn it into propaganda so don't bother declaring anything because when the war starts no matter what China isn't to be able make it look like it wants to the world. You think when Taiwanese kill Chinese civilians, the West will scold Taiwan? They won't. There will be no talk of the rule of law when they target and kill civilians. If China were to attack Taiwan China should do what the US did in Iraq and wage a sustained air campaign to destroy all valued targets before attempting to move-in troops if China wants to avoid Russia's mistakes. China should blockade the island not letting anyone in or out. I see Western pundits turning up the propaganda that Taiwanese will fight like Ukrainians. No they won't because like most Asians countries they expect the US to fight their wars for them. They'll be demoralized if all they face are stand-off weapons exploding around them day after day after day...
 
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