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This essay originally appeared in The Diplomat.


With major crises in Gaza and Ukraine, the Biden administration might be tempted to overlook the importance of Indonesian President Joko “Jokowi” Widodo’s mid-November visit to Washington. That would be a mistake. Indonesia is an important country that is heading into crucial presidential elections in early 2024, and the results of Jokowi’s visit could go a long way to shaping the next Indonesian government’s attitudes toward its relations with the United States.

Although U.S.-Indonesian security cooperation is good and trade has grown, by all accounts Jokowi and his team are heading to Washington feeling less than satisfied on several fronts. First, Indonesians remain upset by President Joe Biden’s decision to skip the recent Indonesia-hosted East Asia Summit, which they took as a serious snub. Biden invited Jokowi in part to make up for that absence, but the White House might have underestimated the extent to which Indonesians remain upset over the initial affront. The protocol-conscious government no doubt will also contrast their modest White House schedule with the lavish welcome recently received by Australian Prime Minster Anthony Albanese.

Indonesian authorities also remain unhappy with what they see as Washington’s failure to deliver on the high-profile Just Energy Transition Partnership (JETP), under which the U.S. committed to lead G-7-plus efforts to mobilize $20 billion to support Indonesia’s accelerated transition from coal to cleaner energy. Indonesian officials have complained publicly for months that the U.S. has pressed them to take difficult steps while offering little in the way of concessional financing to pay for it. The reality is more complicated, but the perception in Jakarta that Washington “sold them a bill of goods” is real. Some Indonesian officials have contrasted that with substantial Chinese funding on priority infrastructure initiatives, highlighting the regional perception of U.S. weakness vis-à-vis China as a reliable economic partner. (The Indonesians have largely ignored the fact that the U.S. is their second-largest export market and has risen rapidly to be their fourth-largest source of foreign direct investment.)

Jokowi also is looking for Biden to move forward on a proposed limited free trade agreement under which Indonesian critical minerals (namely nickel and processed nickel) would meet the criteria for inclusion in the electric vehicle tax credits provided for in the Inflation Reduction Act. The Biden administration reportedly is interested in such a deal, which by promoting diversification of both suppliers for the U.S. and markets for Indonesia would be in the U.S. national interest. It has, however, hesitated to proceed due to concerns about the congressional reaction, environmental and labor issues, and heavy Chinese investment in Indonesian nickel mining.

 

Indonesia, home to the world’s largest Muslim population, has long supported the Palestinian cause and has vigorously pursued diplomatic efforts to achieve an immediate ceasefire… Indonesian public opinion has put the two governments at odds over the crisis.
Scot Marciel

Finally, one has to assume that the Gaza crisis will be at the top of Jokowi’s agenda (if not Biden’s) when the two presidents meet. Indonesia, home to the world’s largest Muslim population, has long supported the Palestinian cause and has vigorously pursued diplomatic efforts to achieve an immediate ceasefire. While working hard to keep the issue from blowing up domestically, there is no question but that Indonesian public opinion (and genuinely held beliefs among top officials) has put the two governments at odds over the crisis.

At this late date, there is little prospect of major initiatives coming out of the Biden-Jokowi meeting that would ease Indonesian concerns or generate significant positive momentum. There is, however, still time to make some small investments that could result in Jokowi and his team leaving Washington feeling more positive about the relationship.

First, on Gaza, the meeting will not resolve the two countries’ differences, but it is important that Biden listen to and engage with Jokowi seriously on the issue and that he highlights his efforts to encourage Israel to show restraint and to promote a humanitarian pause. Jokowi’s post-meeting public comments about this discussion likely will have a significant influence on the Indonesian public and media perceptions of the U.S. role, so it is critical that Biden do all he can to ensure those comments are positive.

Second, it is important that Biden understand that Jokowi and many Indonesians are still upset over the president’s decision to skip the recent Jakarta summit. Biden cannot undo that, but he can and should acknowledge it in his discussion with Jokowi and emphasize that he appreciates how important Indonesia is.

Even such moves will only go so far without some movement on JETP and the critical minerals trade question. On the former, there isn’t time to achieve major progress before the meeting, but President Biden should instruct his team to redouble their efforts to mobilize funding and get the initiative moving. This goes beyond Indonesian concerns and gets to the heart of regional wariness about Washington being able to put meat on the bones of its various economic initiatives.

On critical minerals, Biden should agree to send trade officials to Jakarta to discuss the outlines of a possible agreement, though he will have to be careful not to overcommit absent confidence he will be able to deliver. Indonesia, for its part, needs to stop rotating ambassadors through Washington so quickly and install an envoy who can effectively make the case for a limited trade deal to Congress and others.

Some serious, last-minute work needs to be done to ensure that next week’s meeting between the leaders of the world’s second and third-largest democracies does more than highlight the differences and problems in the relationship.

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Flanked by Sultan of Brunei Haji Hassanal Bolkiah (L) and President of Indonesia Joko Widodo (R), U.S. President Joe Biden points towards the camera.
Flanked by Sultan of Brunei Haji Hassanal Bolkiah (L) and President of Indonesia Joko Widodo (R), U.S. President Joe Biden reacts to a reporters questions during a family photo for the U.S.-ASEAN Special Summit on the South Lawn of the White House on May 12, 2022 in Washington, DC. | Drew Angerer/ Getty Images
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President Joko Widodo and his team arrive in Washington at an uncertain time in U.S.-Indonesia relations.

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This essay is part of the report "Project Atom 2023: A Competitive Strategies Approach for U.S. Nuclear Posture through 2035," published by the Project on Nuclear Issues at the Center for Strategic and International Studies (CSIS). The volume addresses the question of how the United States should respond to deterring two peer competitors: Russia and China. 


Cover of the report "Project Atoms 2023"

This paper’s main contention is that the nature of U.S.-China military competition from 2035 to 2050 will exhibit some unique characteristics compared to the U.S.-Russian nuclear relationship that require new thinking on these topics. As such, this paper differs from others in this volume by focusing on what changes in Chinese military posture, doctrine, and modernization mean for U.S. nuclear deterrence strategy, modernization, reassurance of allies, and arms control efforts. The reason for focusing on China is to challenge the premise that the United States should treat Russia and China as similar peers, and because assumptions among nuclear experts about what modernization efforts in China mean for Chinese nuclear policy are limiting thinking on ideal policy responses. The details of force modernization are consistent with the idea that China is maintaining the same nuclear policy it has had since 1964. This is advantageous for the United States, and thus most of this paper’s recommendations revolve around discouraging deviations. Admittedly, this piece raises more questions than it answers, but understanding which components of U.S. thinking will also serve the United States well in the future, and which require additional consideration, is the first step to devising any useful responses. Each section lays out relevant Chinese approaches, U.S. assumptions, and key issues that color best responses. While this paper focuses on Chinese nuclear modernization, what it means for U.S. strategy, and how the United States should respond, it should not be interpreted as dismissing the challenges of responding to Russian nuclear aggression and expansion. Rather, it focuses on challenging the premise that the United States needs to make significant changes in posture or policy to deter China.

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Trends, Developments, and Implications for the United States and Its Allies

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Oriana Skylar Mastro
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The Myanmar resistance’s urgent task is to push the hated, brutal military out of political power once and for all. Just as importantly, however, it simultaneously needs to create the best possible conditions for any future democratic government to succeed. This goal will require addressing a wide range of difficult issues that either have lingered unresolved for many years or that have grown out of the post-2021 coup and subsequent conflict. These include restructuring the security forces, developing and implementing a system of federalism, building rule of law, tackling long-standing identity issues, and rebuilding and reinvigorating the economy. It will also need to establish an interim governance structure and decide how to maintain security and basic governance during the inevitable transition period. The international community should step up efforts to help the resistance achieve both of these goals, including by increasing aid, training and scholarships and establishing a “Friends of Myanmar Democracy Group” to coordinate approaches.

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International Journal of Public Theology
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Scot Marciel
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During the first three years of the Vietnam War, the United States made over 2000 attempts to open negotiations with the North Vietnamese. North Vietnam ignored or denied all of these overtures to open talks. By April 1968, following repeated rebuffs, Hanoi changed its position after President Johnson announced that the U.S. would halt bombing above the 20th parallel. What explains Hanoi’s initial firm position against talks and the sudden policy change in 1968? What are the drivers behind a state’s willingness to talk with the enemy while fighting, what considerations do leaders account for when deciding when and how peace talks can begin, and why do some states reject or ignore overtures to come to the negotiating table?

In a new Journal of Theoretical Politics article, FSI Center Fellow Oriana Skylar Mastro and Duke University’s political scientist David Siegel advance a new theory of wartime diplomacy to answer these questions. Using a formal model, they find that states are inclined to initiate negotiations when two conditions are met: firstly, when their adversaries perceive escalation as excessively costly, and secondly, when there is an indication of exceptional resilience that only those possessing high resilience value. To shed light on the dynamics of the second condition, Mastro and Siegel present an in-depth case study examining the evolving negotiation approach of North Vietnam throughout the Vietnam War.


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The second condition arises when the opponent does not view escalation as overly costly and when the likelihood of successful escalation is hard to assess, but there is a signal of high resilience that helps identify resilient entities. “States will choose typically open stances, potentially inviting escalation, only when they have demonstrated enough resilience to mitigate the escalation risk,” write Mastro and Siegel. This dynamics explains why North Vietnam’s diplomatic posture changed during the second phase of the Vietnam War.

Early on in the war, both the United States and North Vietnam believed that a willingness to talk would convey weakness. North Vietnam needed to sense hesitancy in U.S. confidence in the effectiveness of escalation before opening to negotiations. In 1968, the Tet Offensive allowed North Vietnam to demonstrate its resilience and constrain U.S. strategic capacity by inflicting casualties and steadily depleting its resources.

Even though North Vietnam was materially weaker and Tet failed by all operational measures, it represented a psychological shock to U.S. leadership and “finally convinced the U.S. of Hanoi’s resilience, reducing the likelihood that an open diplomatic posture would be interpreted as weakness.” North Vietnam had been reluctant to negotiate before it could adequately signal its resilience, maintaining a closed diplomatic posture for three years. But after Tet, having communicated its resilience to Washington, Hanoi “no longer viewed an open diplomatic posture as a liability in the war effort.”

The authors’ findings suggest that states are concerned about the negative material consequences that their diplomatic approach might have on the enemy. Thus, face-saving measures from the adversary are limited because the enemy would still perceive an open stance as a sign of weakness, potentially leading to further escalation. These findings are significant, as they demonstrate how counterproductive attempts to coerce opponents to negotiate can be.

At the same time, the study highlights new opportunities for external mediators “who can provide guarantees in ways that lessen the strategic costs of conversation,” Mastro and Siegel argue.

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Oriana Skylar Mastro

Center Fellow at FSI
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Overall view of members of the Four Party Joint Military delegations in a conference room, February 2, 1973. The South Vietnamese delegation with backs to camera, the U.S. delegation on left, the Viet Cong delegation facing the camera, and the North Vietnamese delegation on the right. The conference, held at Tan Son Nhut Airbase, finalize details on the release of prisoners of war held by the four parties. | National Archives Catalog, NAID: 6504112
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In the 'Journal of Theoretical Politics,' Center Fellow Oriana Skylar Mastro and co-author David Siegel offer a new formal model of wartime negotiations to explain why states may choose to delay or avoid talks in favor of indirect forms of bargaining. They illustrate the model’s balance using case study evidence of North Vietnam’s approach during the Vietnam War and historical examples from other cases.

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Why are some states open to talking while fighting while others are not? The co-authors argue that a state considering opening negotiations is concerned not only with the adverse inference that the opposing state will draw but also with the actions that the opposing state might take in response to that inference. They use a formal model, with assumptions grounded in extensive historical evidence, to highlight one particular response to opening negotiations — the escalation of war efforts— and one particular characteristic of the state opening negotiations—its resilience to escalation. They find that states are willing to open negotiations under two conditions: when their opponents find escalation too costly, and when there is a signal of high resilience that only the highly resilient care to use. To illustrate the dynamics of the second condition, the co-authors offer an extended case study detailing North Vietnam’s changing approach to negotiations during the Vietnam War.

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Explaining the Emergence of Peace Talks in Interstate War

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Oriana Skylar Mastro
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Michael Breger
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How do civilians make their way through complex, violent environments? How do people form judgments and make decisions about their survival, or other goals? These are some of the questions APARC’s 2022-23 Shorenstein Postdoctoral Fellow on Contemporary Asia Aidan Milliff has sought to answer in his research, which employs different tools to study political violence, ranging from interviews and oral history archives to decision-making experiments.

APARC awards the Shorenstein postdoctoral fellowship annually to support recent PhDs who research contemporary political, economic, or social change in the Asia-Pacific region, or topics in international relations and international political economy in the region. Milliff earned a PhD in Political Science from the Massachusetts Institute of Technology, where he was affiliated with the MIT Security Studies Program and Harvard’s Lakshmi Mittal South Asia Institute. He is a former James C. Gaither Junior Fellow in the South Asia Program at the Carnegie Endowment for International Peace.

For Milliff, the Shorenstein postdoctoral fellowship afforded the opportunity to advance his research and refine a forthcoming manuscript project. He recently presented his work in a South Asia Initiative seminar entitled “How Indians See China.” Examining some 60 years of data on Indian public attitudes towards China, Milliff’s research shows clear historical trends in Indian opinion towards China. In recent years, Indian views of China had been souring well before the border crisis of 2020, and before government policy began to harden. Using a rich body of new polling data, Milliff examines how the government is constrained by and seeks to shape the public’s opinion towards China. 

We caught up with Aidan to discuss his research and experience at Stanford this academic year. The conversation has been slightly edited for length and clarity.

First off, congratulations on receiving the 2022 Best Paper Award from the American Political Science Association Conflict Processes Section for your job market paper! How did you develop this paper project?

Thank you! This paper is kind of the article-length version of a book manuscript that I have been working on during my time at APARC. The book is trying to tackle a big, amorphous question: how do ordinary people make decisions about their safety and survival when they are threatened by political violence?

The paper focuses a little more narrowly on how targeted civilians behaved in one important historical episode of violence, a short and very deadly pogrom in India in 1984. It is organized around an empirical oddity: Why did we see in 1984 that very similar people who were facing the same threat sometimes made quite different choices about how to behave in order to survive?

I argue that it's because choices about survival, especially during sudden, high-intensity political violence, depend a lot on how people interpret their environments —and reasonable, well-informed people can really disagree about these interpretations.

How has your time at APARC as the Shorenstein Postdoctoral Fellow aided your research?

Being a fellow at APARC has been amazing in two ways. First, the fellowship is a big gift of time. Having an entire academic year to focus on producing research, especially on moving this book forward, is really beneficial, and I'm so grateful to APARC for giving us postdoctoral fellows time to get big things done.

Second, the community at APARC and Stanford has been outstanding. Coming out of graduate studies, where most people are in an environment defined by a disciplinary identity, it's really exciting to be part of a group that's focused on an area. I've learned a lot from exchanges with sociologists, economists, anthropologists, and policy practitioners who all share an interest in the Asia-Pacific.

What other aspects of your time at APARC have you benefited from?

APARC has been an outstanding home base for participating in the broader Stanford community. Stanford is kind of a dream for a political scientist doing a postdoc because there is such a big community of scholars across various departments, centers, and schools who share an interest in social science problems. It's been great to interact with people all across campus, but you hardly have to leave Encina Hall for this kind of cross-pollination. It's been great to learn from colleagues downstairs at CDDRL and CISAC, and down the hall in the Political Science Department.

Are there any people at APARC that you particularly benefited from working with?

I'm very lucky to be at APARC with a small cluster of other people focused on South Asia. Working with Research Scholar Arzan Tarapore and visiting fellow Nirvikar Singh, both of whom are experts on very different aspects of South Asia, has been great.

What is on the horizon for you? What's next?

This summer, I'll be joining the Florida State University faculty as an assistant professor of political science.

Any advice for students interested in your field?

It's an exciting time to be studying the politics of South Asia, and there are some very important questions that still need answers (or need better answers). Don't be alarmed or deterred if the most urgent and intellectually compelling questions are hard to fit into the disciplinary categories you are familiar with. 

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AidanMilliff
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In this interview, Shorenstein Postdoctoral Fellow on Contemporary Asia Aidan Milliff discusses his research into the cognitive, emotional, and social forces that shape political violence, forced migration, post-violence politics, and the politics of South Asia.

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Noa Ronkin
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Amid escalating tensions between the United States and China and as the U.S. government is exploring how to further limit China's access to U.S. technology, discussions about the possibility of decoupling between the two countries have intensified. As businesses operating in China grapple with the potential consequences of decoupling, APARC’s China Program hosted a panel of executives across industries from tech, retail, and finance currently engaged in reshaping their China businesses to provide a view from the ground and consider the future of decoupling with China.

The event was the second installment in a special series celebrating APARC’s 40th anniversary. Titled Asia in 2030, APARC@40, the series highlights core areas of the center’s expertise, examines Asia’s transformation over the past four decades, and considers the drivers and shapers of the region’s future.

The panel featured Dan Brody, the managing director of Tencent Investments, who is responsible for the company’s overseas investments; Frits Van Paasschen, a change management expert, former CEO of Starwood Hotels and Resorts, and former president of EMEA at Nike; and Stuart Schonberger, a founding partner of CDH Investments, one of the leading China-focused alternative asset managers. China Program Director Jean Oi chaired the panel.


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There is a need for cognitive empathy between the United States and China and understanding the motivation behind China's actions.
Stuart Schonberger

Risks and Opportunities

Van Paasschen described his extensive experience developing strategies for expanding licensing and retail in China, which involved navigating the country's infrastructure and legal framework and, as CEO of Starwood Hotels, overseeing the construction of over 100 hotels. He ascribed his success in the country to his recognition of China’s strengths and weaknesses and his finding ways to interact positively with Chinese stakeholders.

The term decoupling is an oversimplification of the relationship between the complex Chinese and U.S. economies, said Van Paasschen. He noted that retailers in many cases are looking to sources from alternative markets to China, but that he believes there are still opportunities for investment in and co-development with China that remain unaffected by current frictions. He highlighted in this context the interplay between the U.S. and Chinese travel and tourism industries before the COVID-19 pandemic.

Schonberger, who also challenged the notion of decoupling as a misleading shorthand, emphasized the need for cognitive empathy between the world’s two great powers and understanding the motivation behind China's actions. He noted that the challenges facing China today are complex, including debt problems, real estate slowdown, and productivity stagnation, but said these are "known knowns" that the Chinese government is actively working to correct.

Schonberger sees two distinct issues facing institutional equity investors worried about China: government policies that negatively affect growth and corporate prospects, and longer-term risks arising from China's geopolitical position. For private investors who are focused on total return and can tolerate overt political pressures, China remains investable, as Chinese stocks have been some of the best performers on the public markets recently, said Schonberger. The challenges are greater, however, for public entities and bond investors who are more affected by political risk in their decisions. While the risks are higher, Schonberger's firm continues to invest in Chinese companies in multiple sectors.

By decoupling with China, the United States would miss out on a generational opportunity for development.
Frits Van Paasschen

Changes Underway

Brody said that China remains a key player in the global economy. As a personal anecdote, he noted that, while he makes fewer trips to the United States, he is traveling more frequently to Europe, India, Japan, and Southeast Asia. According to Brody, the extent to which the Chinese economy would be affected by international fluctuations is unclear, but he expects the country to continue its economic growth and attract foreign investors. He stated that a huge amount of value in the tech sector is still being created in America, so economically driven foreign investors in the tech sector still pay close attention to developments in Silicon Valley.

Van Paasschen, by contrast, pointed out that by decoupling with China, the United States would miss out on a generational opportunity for development and could potentially lose out to other countries. China still presents an enormous opportunity for businesses, he said, particularly in the hotel industry, given the country’s rate of urbanization. He reminded the audience that every country and region presents its own set of challenges and risks for investors. The imperative is to ensure Beijing and Washington maintain a dialogue and businesses are willing to take risks to invest in China.

Van Paasschen went on to describe how the U.S.-China political tensions are affecting business operations in various sectors. For instance, in the biotechnology sector, companies might consider protecting intellectual property and ensuring sustainability in their supply chain. In the apparel business, there is a growing concern about human rights and the opacity of the cotton supply chain. Overall, Van Paasschen sees a transition underway from a bilateral and straightforward approach to trade to a much more nuanced and complicated approach.

When asked if political tensions would affect some sectors more than others, Van Paasschen responded affirmatively. He gave the example of a sovereign wealth fund that refused to support investments in Chinese hotels because of the uncertainty zero-COVID policies had created. He also said that further uncertainty could arise from countries' reactions to China’s foreign policy stance, such as China's support of Russia in Ukraine.

Whatever your political position as an American is on China, you would want more people-to-people ties, which have always been a net positive.
Dan Brody

What advice would the three business experts give Washington?

Van Paasschen expressed his hope the United States finds ways to avoid being reactive. Schonberger, urging policymakers to keep working towards peaceful coexistence, emphasized it would be counter-productive to frame China as an enemy. He also highlighted the importance of redundancy and efficiency in trade relationships and cautioned against overlooking the cost of decoupling, reminding the audience that engagement with China has boosted global trade, lifted millions out of poverty, and created a vibrant society.

From Brody’s perspective, predictability is crucial for business, regardless of the country one is conducting business in. He also stressed that, from a personal perspective and regardless of one’s political stance on China, the reduction in people-to-people ties between China and the United States due to recent travel restrictions is unfortunate. Ultimately, these ties have always been a net positive, and it is important to recognize their value even in the midst of tensions between the two nations. While political leaders may grapple with complex geopolitical issues, the connections between ordinary citizens remain a vital foundation for maintaining a constructive relationship. By fostering personal exchanges, the United States and China can build bridges and promote mutual understanding, even in the face of challenging circumstances.

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In the second installment of a series recognizing the 40th anniversary of Stanford’s Walter H. Shorenstein Asia-Pacific Research Center, the China Program gathered cross-sector executives currently engaged in reshaping their China businesses to shine a light on what U.S.-China tensions and potential decoupling between the two powers look like on the ground.

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The United States can do much more to build closer partnerships with Southeast Asian countries, according to Scot Marciel, the Oksenberg-Rohlen Fellow at APARC, whose previous long career in the U.S. foreign service focused on Southeast Asia and included the roles of U.S. ambassador to Myanmar and Indonesia. He notes, however, that a deeper, more consistent engagement with Southeast Asian nations requires the United States to adopt a more systematic strategic approach to the region, one that draws on a positive agenda that transcends the U.S.-China great power competition.

Marciel recently joined APARC Visiting Scholar Gita Wirjawan, host of the popular Endgame video podcast, to discuss the geopolitical evolution of the Southeast Asian countries and how their relationships with the United States have been unfolding

Marciel is the author of the forthcoming book Imperfect Partners, which provides his on-the-ground witness account of the ups and downs of critical U.S. relationships in Southeast Asia. In his conversation with Wirjawan, he urges U.S. policymakers to design a positive agenda for engaging Southeast Asian countries in areas like health, climate change, and economic development.

The wide-ranging discussion addresses multiple other issues, including the unlucky history of Myanmar and how the international community can help Myanmar’s resistance prevail; the relevance of the Association of Southeast Asian Nations (ASEAN); the dynamics between ASEAN and the Quad, the minilateral grouping comprising Australia, India, Japan, and the United States; and more.

This conversation with Marciel is part of an Endgame interview series Wirjawan is recording with Stanford experts during his residency at APARC.

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Scot Marciel speaking with Gita Wirjawan
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Ambassador Marciel, the Oksenberg-Rohlen Fellow at APARC, joined Visiting Scholar Gita Wirjawan, host of the video podcast Endgame, to discuss the transformations Southeast Asian nations are undergoing and their implications for U.S. policy.

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Oriana Skylar Mastro
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This opinion article first appeared in the Washington Post.


 

Most world leaders, including President Biden and Japanese Prime Minister Fumio Kishida, agree that the defense of Taiwan is crucial for regional security. But most options for improving deterrence will take too long. Building Taiwan’s self-defense, developing more U.S. firepower in the region, creating the economic resilience to make severe sanctions feasible: None of these will come to fruition before 2030.

Japan could change the game now. Allied forces, responding immediately and en masse, have a chance of thwarting a Chinese invasion, according to a recent report from the Center for Strategic & International Studies. But, in meetings with high-level officials in Tokyo last month, I sensed a mismatch between talk and walk. Japan must broaden its vision of self-defense to encompass priorities and declaratory policies that will avert calamity in the region. Tokyo cannot wait until war breaks out to start the tougher conversations.

Here’s why.


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First, without Japan, the United States could be outgunned in a fight to defend Taiwan, notwithstanding Washington’s new basing agreement with the Philippines. A combined U.S.-Japan fleet, on the other hand, would boast more than three times as many aircraft carriers, cruisers and destroyers as the People’s Liberation Army Navy. The quality of many Japanese ships approaches that of its U.S. counterparts. Eight of Japan’s destroyers field a state-of-the-art Aegis weapons system used by some of the more advanced ships in the U.S. Navy.

Tokyo could contribute significantly to a military effort to deny China the ability to take Taiwan by force. To do so [... it] must be willing to go after the amphibious invasion force and targets on mainland China — a very controversial proposition indeed.

Second, Japan’s involvement could mitigate some of the geographic vulnerabilities of the United States. Adding Japanese bases more than doubles the locations from which the two countries together could conduct operations. Japan’s southwestern islands are closer to Taiwan than mainland China. Take Yonaguni Island, just about 70 miles from Taiwan’s east coast. On it are intelligence, surveillance and reconnaissance assets, as well as anti-ship and anti-aircraft capabilities. Operating from these bases in the defense of Taiwan, allied forces would have more opportunities to quickly target an invading force. That would make attacks on U.S. bases in Japan, such as Kadena, at the southernmost tip of the archipelago, less attractive to the Chinese. Such strikes would no longer completely cripple an air effort.

Third, Japan has military strengths that would make a fait accompli almost impossible for China. Though Japanese diesel submarines are slower than U.S. counterparts, they could reach the Taiwan Strait in just two days. U.S. submarines departing from Hawaii would take at least a week; from San Diego even longer. This makes Japan the first line of defense for Taiwan. Japanese boats could also monitor key choke points through which Chinese navy submarines would be attempting to exit the First Island Chain in the western Pacific. This would free up the quieter submarines of the U.S. Navy to wreak havoc on amphibious vessels and escort ships.

In short, Tokyo could contribute significantly to a military effort to deny China the ability to take Taiwan by force. To do so, Japan must increase its stockpile of torpedoes and long-range strike weapons, as planned. Tokyo must be willing to go after the amphibious invasion force and targets on mainland China — a very controversial proposition indeed.

On the surface, it looks as if Japan is moving in the right direction. The government took the groundbreaking historic step of increasing defense spending to 2 percent of Japan’s gross domestic product over the next five years. This meant a whopping 26.3 percent increase in 2023 alone. The greatest increase in the past was in 1986, by nearly 50 percent.

Last year, former prime minister Shinzo Abe stated that the security of Japan is connected to Taiwan. He said a Chinese use of force against a U.S. vessel defending Taiwan could legally trigger the deployment of Japan’s military (known as the Self-Defense Force).

Indeed, a 2015 law allows Japan to engage in collective defense when presented with an existential threat. This provides plenty of flexibility for Japan to fight alongside the United States without the need for a constitutional amendment. The officials I spoke with in Tokyo were firm that Japan would respond if China attacked U.S. bases such as Kadena.

Crudely, Japan seems to be prepared to push back against only Chinese assets that are clearly poised to attack its sovereign territory. Those heading toward Taiwan? Not so much.

But all these initiatives concern self-defense. Japan does worry that military activity around Taiwan could extend to the security of its southwestern islands. Or that if China takes Taiwan, it would be emboldened to take the Senkaku/Diaoyu islands, which Tokyo administers but which China also claims. There are even concerns that Okinawa, a group of 160-plus islands that is home to 1.4 million people (and dozens of U.S. bases), could then prove enticing to Beijing.

Crudely, Japan seems to be prepared to push back against only Chinese assets that are clearly poised to attack its sovereign territory. Those heading toward Taiwan? Not so much.

While a degree of strategic ambiguity makes sense, too much could backfire. If Japan is clearly unwilling to defend Taiwan, then improvements in Japanese military capabilities will do little to deter conflict across the strait. Japanese officials don’t need to say they would attack any Chinese invading forces, but they need to let their counterparts know it is a real possibility. The officials I met were unwilling to send such strong messages; some insisted reassuring Beijing was more important.

Tokyo must make clear at home and abroad that defending Taiwan is no longer off the table. The prospect of Japan engaging in offensive operations in the defense of Taiwan would stay Chinese President Xi Jinping’s hand. Only then would recent monumental changes in Japanese politics fulfill their potential in contributing to peace and security in Asia. If Ukraine has taught us anything, it is that deterrence is costly, but war is worse.

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Tokyo must make clear at home and abroad that defending Taiwan is no longer off the table.

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China’s Yellow Sea strategy has received less scholarly and policy attention than its approaches to the South China Sea, the East China Sea, and the Indian Ocean. However, China has significant economic and strategic reasons to prioritize its presence in these waters, including ongoing sovereignty disputes with the Republic of Korea (ROK). Chinese military exercises in the Yellow Sea have increased in recent years, with gray-zone activities playing a distant, secondary role to traditional military exercises. Moreover, China’s propaganda approach has been relatively limited and moderate, and thus there is still time to shape Beijing’s thinking and approach to these waters.

Policy Implications

  • While Chinese maritime ambitions are arguably more limited in the Yellow Sea than the South and East China Seas, China’s expanding military capabilities and subsequent uptick in military activity demand a greater policy focus there.
  • The U.S. should pursue a proactive hedging strategy toward China in the Yellow Sea. This could entail seeking cooperation with Beijing to address shared security threats, like North Korean WMD proliferation, while also preparing to respond strongly if China’s ambitions change or if it begins a more extensive coercive campaign for exclusive control of these waters.
  • The U.S.-ROK alliance should adapt to China’s increasing activities in the Yellow Sea by increasing joint monitoring, contingency planning, and consultations about the degree to which the alliance covers the protection of ROK forces, aircraft, and civilian vessels operating in the sea.
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China, the Republic of Korea, and the Yellow Sea

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Asia Policy
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Oriana Skylar Mastro
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