Nuclear deterrence has been a cornerstone of U.S. defense since the end of World War II, but now the United States finds itself grappling with the prospect of managing a three-way nuclear rivalry that is disrupting the deterrence strategies that have successfully prevented nuclear conflict. The confluence of China's military modernization and buildup of its strategic nuclear forces, on the one hand, and Russia's deployment of new armaments and threats to use battlefield nuclear weapons against Ukraine, on the other hand, are forcing policymakers to confront unprecedented challenges in maintaining global stability. Is arms control still possible?

This and other related questions were the focus of a recent discussion about the uncertain future of nuclear deterrence. Hosted by the Commonwealth Club of California, the conversation featured Shorenstein APARC Fellow Thomas Fingar and the Lawrence Livermore National Laboratory’s Center for Global Security Research Director Brad Roberts.

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Fingar highlighted the eroded mutual understanding between Russia, China, and the United States since the fall of the Soviet Union as a major challenge to the effectiveness of current deterrence efforts. He stressed the imperative of grasping the nuanced motivations and intentions of these nations, asserting that such comprehension should be an integral component of any successful deterrence strategy. "For deterrence to be effective, it has to be based on a correct understanding of those we seek to deter," Fingar noted.

Regarding Russia, Fingar pointed out the shift in the longstanding assumption, previously accepted by both Washington and Moscow, that the danger of escalation to a nuclear conflict was a check on willingness to engage in a conventional war. “Putin's invasion of Ukraine has erased any confidence in that assumption,” said Fingar. Another significant shift has been the transition from Russian conventional superiority to U.S. dominance in conventional forces, which has compelled Russia to increase its reliance on nuclear weapons for deterrence in its security calculus compared with the Cold War period. Fingar warned that this heightened dependence on nuclear capacity necessitates a refined understanding of Russia's willingness to employ these weapons.

In the case of China, Fingar noted Beijing’s perception of the U.S. as a threat that drives China’s modernization efforts. "They perceive that more is needed to deter the United States militarily, politically, and economically than before."

According to Fingar, missile defense systems and advanced conventional capabilities emerged as shared concerns for both Russia and China. These systems raise uncertainties about the stability of second-strike capabilities and command-and-control structures. Disruption of these structures could challenge China's longstanding commitment to a No-First-Use policy. Furthermore, concluded Fingar, China's refusal to participate in arms control negotiations until the United States and Russia reduce their arsenals to China's unannounced level is “the biggest impediment” to bringing nuclear expansion and modernization under control for all three countries, for U.S. allies, and for all other countries affected by their competition.

This article originally appeared in the Korean daily newspaper Munhwa Ilbo on January 2, 2023. It was translated from Korean by Raymond Ha.

In an exclusive interview for the Munhwa Ilbo, Stanford University professors Gi-Wook Shin and Francis Fukuyama had a conversation on a wide range of topics including the war in Ukraine, U.S.-China competition, and North Korea policy.

The world faces a crisis of political leadership as each country pursues its own interests. Fukuyama stressed the importance of robust international institutions, instead of relying solely on great leaders. He pointed to NATO and the U.S.-Korea alliance as examples of institutions that uphold the liberal international order. In terms of the U.S.-China competition, he said without hesitation that “a democracy like Korea…has to make the decision that it is going to be on the side of democracy.” Fukuyama also noted that in the event of an armed confrontation over Taiwan, Korea would almost certainly be pulled in, given the significant U.S. military presence there. He was skeptical about prospects for progress over North Korea, pointing to the long history of failed negotiations and the lack of viable alternatives. “Not every problem has a solution,” he said.

Gi-Wook Shin, who led the interview, observed that the global decline of democracy appears to have hit a turning point, “although it’s too early to say if there will be a rapid recovery…or a more gradual shift.” As for the state of democracy in the United States, he said, “We will have to wait and see what happens in the 2024 presidential election.” Even though Trump’s political influence may be weaker, he observed, “pro-Trump forces are still part of the system.” In terms of Korea’s foreign policy, Shin emphasized that Seoul “should take [the Taiwan] problem much more seriously.” A crisis in the Taiwan Strait “could become the biggest challenge for the Yoon administration’s foreign policy, not North Korea,” and domestic polarization over China policy is one issue that could threaten to “become extremely controversial.”

The interview was held in-person for one hour at Stanford on December 8, 2022, with a follow-up interview held over the phone on December 27.  

[Gi-Wook Shin] Let’s start by looking back on 2022. How would you summarize this year?

[Francis Fukuyama] I think 2022 was a very good year, where we may have bottomed out in this global move away from democracy and toward authoritarian government. The year really started out in February with the Russian invasion of Ukraine, which looked very, very threatening. China was on a roll. It looked like they were beating everybody in terms of COVID policy. Then, by the end of the year, the Russians got completely bogged down. China experienced mass protests, and there were protests also in Iran. In America’s elections on November 8, all the pro-Trump forces failed to make gains and, in fact, lost almost everywhere. I think that maybe we will look back on 2022 as the year when this democratic recession that has been going on for over 15 years finally bottomed out.

[GWS] I agree, although it’s too early to say if there will be a rapid recovery toward democracy or a more gradual shift. In the United States, we will have to wait and see what happens in the 2024 presidential election. Former President Trump may be weaker politically, but pro-Trump forces are still part of the system. As for the Ukraine war, many people thought Russia would win quite easily, but now it looks like they are struggling. It’s a big question, of course, but how do you think the war will be remembered in history?

[FF] I think that it is going to be remembered as one of the biggest strategic mistakes made by a great-power leader in a very long time. I think that the mistake is directly due to the nature of the political system. You remember that Vladimir Putin was sitting at the end of this 25-foot table with his defense minister because he was so afraid of COVID. He was extremely isolated during the whole pandemic, and he had already isolated himself in a political system where he doesn’t face checks and balances. That kind of decision-making system makes you prone to make even bigger mistakes, because you don’t have other people to test your ideas against. He was completely uninformed about the degree to which Ukraine had developed a separate national identity and that the Ukrainian people were willing to fight for it. He didn’t have any idea how incompetent his own army was. If he had been in a more democratic country that required him to share power with other people, I don’t think he could have made that kind of mistake.

[GWS] Putin is struggling, as you said. There are a lot of problems in China, but Xi Jinping secured a third term. Authoritarian leaders elsewhere still hold power. By contrast, I don’t think President Biden has shown powerful leadership at home or globally. I don’t see any strong political leaders in the U.K., France, or Germany either.

[FF] I think that although Xi Jinping may succeed in stabilizing the situation in China with the protests over COVID in the short run, he is in a lot of trouble. He was creating all this social instability with the zero-COVID policy. Now that they’ve started to relax it, I think the number of cases and deaths is going to go up very dramatically, but I don’t think they’ve got much of a choice. I think this has probably damaged the people’s sense of Xi’s authority and legitimacy, and I’m not sure he can recover from that.

The most important thing is the breakdown of the Chinese economic model. For the past decade, the Chinese model has been to pump a huge amount of money into the real estate sector. That model is collapsing. The other big problem is that they don’t have economic growth anymore. Some economists think that they’re actually in a recession, with negative growth. This is like what Japan went through in the 1990s. So much of the Chinese government’s legitimacy has been based on having extremely high growth rates, and that period is over. I don’t see how they get it back, and they certainly won’t by inserting the state into every economic decision and controlling their high-tech sector. Their population is shrinking now. I’m not sure that Xi Jinping, in the longer run, is actually going to look like a very effective leader.

[GWS] But in the short term, say the next three to five years, won’t authoritarian leaders be powerful in comparison? Just as “America First” shows, some say there is a crisis of political leadership among Western democracies, including the United States, the United Kingdom, France, and Germany.

[FF] I think that apart from President Zelenskyy in Ukraine, we don’t see any really inspiring leaders in Germany or France or the United States. On the other hand, the nice thing about democracy is that it’s an institutional system for managing change. Biden has turned 80, and Trump himself is in his upper 70s. The leadership in Congress and the Democratic Party are all elderly, but they’re all about to change. In the next election cycle, there is going to be a whole new generation of people that are up-and-coming. I don’t think you need a charismatic leader with great vision, necessarily, to run any of the countries you mentioned.

[GWS] Another question is if the United States can provide global leadership. When Trump was defeated, there was a strong expectation for the Biden administration to restore global order and to do much better than its predecessor. I’m not sure whether that’s happening.

[FF] Again, I think that’s why you want to have international institutions rather than being dependent simply on leaders. This gives an institutional basis for continuity in policy. There are all of these alliance structures, like NATO. People thought that NATO was obsolete and was going to go away. It has actually proved to be very durable. The United States has security ties with Korea and Japan that also are quite old, but they’re still durable. It’s interesting that the authoritarian countries have not been able to create anything comparable to that set of alliances. There is the Shanghai Cooperation Organization (SCO), but all the Central Asian states don’t want to be part of this China-Russia dominated organization. We can’t just depend on great leadership.

[GWS] To add on to that, I think Korea should proactively participate in upholding and creating an international order that facilitates a resurgence of democracy. Korea has not really played this role before, but with the 10th largest economy in the world, it is now in a position to play a positive role.

[FF] There is a set of values that underpin America’s alliances, both in Asia and Europe. Throughout the whole Cold War, the Soviet Union never actually invaded a Western democracy, but that’s what Russia did. NATO has suddenly become very relevant once more. I think that both in Korea and Japan, there is also recognition of a comparable challenge from an authoritarian China. Unless all democracies work together and show solidarity with one another, they could be picked off by these two authoritarian powers.

[GWS] There is a lot of debate about whether China is going to invade Taiwan or not. I have a two-part question. First, could the situation in Ukraine reduce the possibility of China invading Taiwan? Second, if China still invades nevertheless, what should Korea do? This is a difficult question for Korea. It cannot say no to the United States as a military ally, but at the same time, it cannot antagonize China. I think this is the most difficult question for Korea at the moment.

[FF] This is a difficult question for the United States because it’s not clear that Congress or the American people actually want to go to war with China in order to save Taiwan. I think if you ask them a polling question stated like that, probably a majority would say, “No, we’re not going to send our troops to die.” But I think it’s likely that the United States will get dragged into such a conflict one way or the other. Among other things, the Chinese would probably have to preempt some of the American forces that are in the theater. American military personnel will get killed as the Chinese attack unfolds, and I think there will be a lot of political pressure to help Taiwan.

[GWS] How much can the United States be involved? Some in Korea are skeptical that Washington will step in.

[FF] This is really the problem. During the Cold War, we had a good idea of what a war would like look like if it actually happened. The military planning was very concretely designed against certain types of escalation. With China, we don’t have a clear set of expectations for what escalation would look like. It could just start with a Chinese invasion. It could start with a blockade. It could start with something in the South China Sea. It could actually start on the Korean Peninsula, with North Korea doing something. If it happens, it’s going to be much more devastating than the war in Ukraine. So much of global production comes out of Asia, and there’s a strong incentive not to let things get out of hand. Whether we have the wisdom to do that is not clear. I also think that people’s expectations and opinions will change once the conflict begins. The moment people see cities being bombed, they will change their minds.

[GWS] I also think that a conflict over Taiwan would affect the American people more directly than what is happening in Ukraine. What’s your view on how seriously Korea should be taking this possibility?

[FF] It is likely enough that it is absolutely important for everyone to take it seriously and plan against it. What you want to do is deter China from taking any military action against Taiwan. They’re not going to be deterred unless they see that there’s a response on the other side that is going to raise the cost for them. That’s not going to happen unless people take the scenarios seriously and start thinking about concrete ways that they could help Taiwan or stymie any kind of Chinese attack. I think it is very important for Korea to think this through and think about ways they could support Taiwan and be part of a larger alliance that can push back against China.

[GWS] I keep telling my friends and colleagues in Korea that they should take this problem much more seriously. Taiwan could become the biggest challenge for the Yoon administration’s foreign policy, not North Korea. China policy has become an extremely divisive partisan issue in South Korea, and it could tear the country apart. What advice would you have for President Yoon?

[FF] There’s two things. First is the rhetorical position. Korea should make its position clear in advance that it would oppose Chinese military action and would support the United States, for example. Korea is going to get dragged into this because so much U.S. military equipment is in Korea, and that is going to be moved in closer to the theater. I think making that position clear in advance is important.

The other thing that’s been very clear from the Ukraine war is that democracies are not prepared for an extended conflict. Everybody is running out of ammunition in Europe and the United States is running low on certain types of ammunition. The Ukrainians have used so much of it just in the 10 months they have been fighting. I think that any high-intensity conflict in East Asia is also going to be very costly in terms of supplies. South Korea is in a better position than other countries because it has been preparing for a North Korean attack for decades. Everybody needs to be prepared for an extended conflict. It may not be over in 48 hours.

[GWS] Koreans are quite nervously watching the ongoing escalation of tensions between the United States and China. In the past, the paradigm was “United States for security, China for the economy” (an-mi-gyeong-joong). Now, security and the economy are linked together. The Yoon government is promoting the strengthening of the alliance with the United States, but South Korea faces the fundamental problem of how to position itself as U.S.-China tensions escalate. Do you have any wisdom for Korea?

[FF] I don’t know if it’s wisdom, but I think Korea needs to take a clearer position. Under the previous government, there was a belief that Korea could somehow be halfway between China and the United States. That’s just not a tenable position. The tension between the United States and China has really been driven by China ever since 2013, when Xi Jinping took power. China has become a much more severe dictatorship internally, and it has become much more aggressive externally. You see the influence of the Belt and Road Initiative and the militarization of the South China Sea. In the last 10 or 15 years, China has been picking fights with India, Japan, Korea, and all of Southeast Asia over territorial issues. They built the size of their military much more rapidly than any other great power in that period of time. As a result, the United States and other countries have simply reacted to this. I think that a democracy like Korea cannot pretend that it is somehow in between the United States and China. It has to make the decision that it is going to be on the side of democracy.

[GWS] I agree that an-mi-gyeong-joong is now obsolete, but I think that South Korea must be more sophisticated in its response. As they say, the devil is in the details. On the economy, Seoul can actively work with Washington on areas closely related to security, but it can still partner with Beijing on sectors that are not. There can be a fine-tuned policy.

I now want to ask about North Korea and U.S. policy. I have been saying that the Biden administration policy is one of “strategic neglect,” not the “strategic patience” of the Obama administration. Kim Jong-un keeps testing missiles and provoking, and South Koreans are puzzled by the lack of response from Washington. Why is that? Is it because all the attention is on Ukraine and China?

[FF] Not every problem has a solution, and I don’t think this problem has a solution. You could use diplomacy. You could use military force. You could use deterrence. There are a limited number of possible approaches, and I think none of them are going to work. There has been a long history of negotiation. That has not worked. I think confrontation is not going to work. I think preemption is certainly not going to work. I just don’t think there’s a good solution, so we’ve ended up with trying to ignore the problem by default. Part of the reason North Korea is launching all of these missiles is that they want people to pay attention to them. Ignoring the problem is not much of a solution either, but it’s not as if there is a better solution.

[GWS] I agree with you that for many people in government, North Korea has been a hot potato. You don’t want to touch it because there is no clear solution, and it won’t help your career. But if we just ignore the problem, then five years later it’s going to be worse. What kind of North Korea are we going to face in five or ten years?

[FF] Everybody has been hoping that something would happen internally. It’s fine to think that, but it’s also not taking place. That said, Kim Jong-un is obese and unhealthy. Who knows what might happen?

[GWS] Let’s now turn to domestic politics here in the United States. I think many Americans were relieved by what happened in the midterm elections last month. Trump’s influence was much more limited than what people thought. But he’s still there, and he’s likely to run again. I think he is still a strong candidate for the Republicans.

[FF] He declared his candidacy, but I think that he is declining very rapidly in influence. We have had four elections now where he was playing a major role in the Republican Party. In three of those elections, he really hurt his own party. He can stir up a third of the electorate that loves him, but it’s never enough to win an election, especially in a swing state. I think he’s gotten crazier in recent months. He is doing so many self-destructive things, having dinner with neo-Nazis and repeating all these conspiracy theories. These are things that no rational candidate would do. The Republicans are going to want somebody that can actually beat the Democrats, and I don’t think it’s going to be him.

[GWS] You don’t expect a rematch between Biden and Trump in 2024?

[FF] This gets into a technical issue, but the Republican primaries are mostly winner-take-all primaries. Any candidate that can get 30% of the vote is likely to be nominated. If you have a Republican field that has several people competing, they may split the alternative vote and Trump may end up winning. I think he still has a good chance of being the Republican nominee. If you’re a Democrat, that’s not the worst thing in the world. It is probably easier to run against Trump than a more normal Republican candidate.

[GWS] Two years is still a long time in politics. You said that Trump is likely to be nominated. Would Biden also run again?

[FF] I think that Biden is going to run again. Part of the problem is in the Democratic Party. It’s not clear who the successor would be. There are a lot of potential new-generation politicians, but I don’t think any of them has enough presence and attention that they can clearly take over the mantle to run as the Democratic candidate. If there is a rematch, I think Biden will win.

[GWS] Now to South Korea. Last June, I did some interviews advocating a parliamentary system, and they received good attention. There is still a lot of hesitancy among Koreans, though. I think there are a few reasons. The first is that we need a strong presidential system to deal with North Korea. There’s no stability if the prime minister keeps changing. Second is that it may drive politicians closer to big business (chaebol) because there’s less direct accountability. What would you suggest for South Korea in terms of institutional reform?

[FF] There are several possibilities even short of a parliamentary system. You can coordinate the presidential and parliamentary terms. It’s still the case that the president has a five-year term, but the legislature is on an even-year term. If you want to have strong government, you need a president that has majority support in the legislature. If they get elected simultaneously on a regular basis, you’re more likely to see strong leadership emerge. In a presidential system, the legislature itself is a check against the president. If you don’t have a strong majority in the legislature, you can’t do anything.

[GWS] That is what is happening right now in Korea.

[FF] In a parliamentary system like the British one, if you have a majority in parliament, you can do what you want. I think the presumption that somehow a presidential system is inevitably stronger than a parliamentary system is not historically correct.

[GWS] Is a parliamentary system maybe one solution to political polarization?

[FF] Sometimes a parliamentary system will have that effect, but the kind of plurality voting system that we have in the United States and in Britain tends to promote polarization. To the extent that you make it possible for third parties to run, that’s probably a better system. If you have more parties and it becomes harder to get a majority in the legislature, that forces coalitions and some degree of power sharing.

This commentary first appeared in Foreign Policy.

Russia’s invasion of Ukraine has been a double disaster for President Vladimir Putin, as he faces a poorly performing military combined with an inability to shield his country from economic punishment. Both of these possibilities historically have also been sources of apprehension for the Chinese Communist Party (CCP). But China’s leadership turned its anxiety into action about 10 years ago, deliberately working to fix many of the problems and minimize the risks currently plaguing Russia in Ukraine.

One result is that the Chinese military is more likely to perform well even though it has not fought a war since 1979, when it lost thousands of troops in a punitive but brief invasion of Vietnam. Adding to that, China’s economy is both far larger and deliberately more diversified than Russia’s. A sanctions effort like the one presently aimed at Russia would be much harder to sustain against China. These two observations do not mean deterrence won’t hold, only that the unfolding events in Ukraine will likely do little to make Beijing more cautious.

Nearly everyone overestimated Russia’s military capabilities—including probably Putin himself. During its invasion of Ukraine, Russia’s air-ground coordination has been ineffective, and Russian forces have shown risk-adverse tendencies in the air. Russia has also struggled with logistics and keeping its military supplied. Notably, it appears that Russia acted on bad intelligence and therefore did not believe initial strikes that maxed out its firepower were necessary. Furthermore, many Russian weapons platforms are outdated (for example, its Cold War-era tanks), and modern Su-57 fighter jets and T-14 Armata tanks only exist in comparatively small numbers.

The Chinese military used to clearly exhibit the same deficiencies. But over the past decade, it has embraced significant reforms, creating a much more capable fighting force that should give even the United States pause.

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First, while Russia allowed its conventional capabilities to atrophy, Chinese military spending has exploded over the past three decades, increasing by 740 percent (in comparison to Russia’s 69 percent) from 1992 to 2017. According to data from the Stockholm International Peace Research Institute, China spent almost four times on its military in 2020 than Russia ($244.9 billion to $66.8 billion). In 1999, less than 2 percent of its fighter jets were fourth-generation, 4 percent of its attack submarines were modern, and none of its surface ships were. Twenty years later, not only did China have much more of everything, but the majority was the most advanced, modern versions available—with China exhibiting advantages over Russia, even in combat aircraft, a traditional area of weakness for China.

Indeed, People’s Liberation Army (PLA) commentators often refer to China’s economic might as one of the reasons their military would outperform Russia’s—Russia has been “stingy” with its military modernization and production of precision-guided munitions primarily because of a lack of resources. By contrast, China has more than 2,200 conventionally armed ballistic and cruise missiles, making the PLA Rocket Force the world’s largest ground-based missile force. Estimates place the number of missiles positioned against Taiwan alone at around 1,000.

Russia’s poor performance does remind us that it takes more than just a lot of fancy systems to win a war (though having more advanced systems and more of them surely would have helped). The human element of Russia’s failures is front and center. Putin probably did not have an open and honest communication channel with the military, which was fearful of providing unfavorable information to the erratic leader. Russian troops were largely considered incompetent, but Putin thought superior technology could overcome human deficiencies.

Chinese President Xi Jinping identified similar training and competency issues in the PLA 10 years ago. But under his command, the PLA has been proactively implementing significant reforms to avoid similar pitfalls. And unlike Putin, who apparently believed technology could overcome deficiencies in personnel, Xi came to the opposite conclusion. When he came to power, he took one look at the military and recognized that with all its fancy equipment, the PLA probably could not fight and win wars and perform the missions it had been assigned. Of particular importance, according to China’s national military strategy, was to fight local wars under informationalized conditions. This meant that the network between platforms and people—the ease of connectivity—was the main feature of modern warfare. China needed the best equipment; an advanced command, control, computers, communication, intelligence, surveillance, and reconnaissance (C4ISR) network; and tons of precision-guided munitions. But perhaps most importantly, it needed troops that could leverage these systems to conduct seamless operations across services and top-down through the chain of command.

What followed was a series of slogans—the two incompatibles, two inabilities, two big gaps, the five incapables—all designed to point out the organizational and personnel issues of the military and focus leadership attention and resources on fixing the issue. A massive military reorganization followed with moves such as reorganizing effective combat units to be smaller so that they can mobilize more quickly and can remain self-sufficient for long periods of time. This means, in contrast with the Russian military, the PLA will likely have less reliance on generals at the front lines. China also established theater commands to facilitate joint operations and prioritized realism in its military exercises to help it prepare for real combat. Part of all of this was Xi’s demand that the military communicate its failures and weaknesses so that they could be addressed. Moreover, to improve command and control, China has moved toward engaging in multidomain joint operations all while standing up a new joint operations center that will ensure that, unlike with the Russian military, orders will be communicated and understood at the lowest levels. Indeed, the main reason that Xi has not yet made a play for Taiwan is likely his desire to hone this command and control structure and practice joint operations in realistic conditions for a few more years—a cautious and pragmatic approach that the situation in Ukraine only encourages further.

The PLA itself acknowledges that it still has some distance to go with training, particularly with regard to joint operations, but it looks as if the hard work is paying off. The complexity and scale of China’s national military exercises are eye-opening. It takes a great deal of planning, synchronization, and coordination to take service-level operations to the joint level. China appears to have made great strides in this area. The United States has observed, for example, China executing deep-attack air operations in its exercises that have combined intelligence, surveillance, and reconnaissance (ISR) with multi-domain strike; lift for rapid mobility and advanced fighter manuevers. Russia has relied heavily on artillery and tanks, now and historically, while the PLA is showing a more balanced approach to combined arms operations.

For all these reasons, we should not expect the Chinese military to perform as poorly in its first real military operation since 1979. The PLA is structurally superior to the Russian military. And the Chinese know it. Granted, it’s hard to know whether some of the outlandish claims in the Chinese media are true—that the PLA Air Force would actually “be able to take out the Ukrainian air force in one hour.” But one thing is for certain—the Chinese military is learning lessons from Ukraine, whether it is to stockpile more precision-guided munitions, ensure solid command and control, or cut off internet access to prevent the leaking of information to the West, which will only serve to improve its warfighting capability in the future.

In February 2022, China’s Xi Jinping and Russia’s Vladimir Putin declared a partnership with no limits. Soon after, Russia invaded Ukraine, complicating the relationship of the two nations.

In conversation  WBUR's "On Point" with Meghna Chakrabarti, Center Fellow Oriana Skylar Mastro discussed the dynamics of the China-Russia relationship, and the implications of the war in Ukraine. 

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According to Mastro, what China wants from the Russia-Ukraine War is a quick resolution through a negotiated settlement that provides Russia security assurances from the West and China legitimacy if they need to use force over Taiwan. "The China-Russia alignment is extremely deep," said Mastro "but the scope [of their security partnership] is very narrow." At present, Russia helps China challenge U.S. hegemony in Asia, but "we shouldn't expect China to be forthcoming about support for Russia in Ukraine."

Mastro also spoke to Fox 2 KTVU following a two-hour phone call between President Biden and Chinese President Xi Jinping, in which Biden Warned Xi of ‘Consequences’ if China aids Russia’s invasion of Ukraine. Mastro remarked that China has "not come out in condemnation of this blatant use of force and China can't stand on the sidelines and expect for its reputation not to be tarnished if they continue to support Russia, even implicitly."

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Mastro suggested that this moment has serious implications for the U.S.-China great power competition and that success in the U.S.-China relationship "isn’t about [the two powers] but about [their] relationships with the rest of the world...the United States is trying to compete with China economically, politically, and militarily around the world and [the United States has] commitments everywhere...China is very focused on the region, at least militarily, and that makes it difficult for the United States to compete."

This essay was originally published in Foreign Affairs magazine.

But the United States and its allies could do more to punish Russia. They could bar all transactions with Russia, whether trade or financial. They could seize all Russian assets within their jurisdictions. Washington could announce secondary sanctions on anyone using U.S. dollars for any transaction with Russia. Most important, the United States could use these and other measures to prevent Russia from exporting oil and gas. Letting Russia continue to export oil and gas would be like letting China sell consumer electronics even after it had taken Taiwan by force.

If the United States and its allies have been cautious in their response to Russia, they are likely to be even more restrained when responding to China — and Beijing knows it. China’s ability to retaliate against the West with economic sanctions of its own is much greater than Russia’s. Singapore, which announced trade and banking restrictions against Moscow, trades about $2.5 billion worth of goods with Russia each year — but $57 billion worth of goods with China. China’s leaders likely do not fear U.S.-led economic sanctions in the event of a Taiwan takeover because they probably think that China’s own productive capacity, resources, and friendly partners will allow them to survive on their own, especially since China will soon be the world’s largest economy. They are probably right. China could absorb the types of sanctions being imposed on Russia. And given China’s ability to inflict pain on Western countries, any measures levied against Beijing would likely be softer than those imposed on Moscow.

Taiwan Is Not Ukraine

The Western military response to Russia’s invasion of Ukraine will have an even smaller impact than sanctions on China’s thinking about Taiwan. True, neither the United States nor NATO has deployed troops to fight on Ukraine’s behalf. And U.S. military assistance to Ukraine has been modest: late last month, President Joe Biden instructed the State Department to release up to an additional $350 million worth of weapons from U.S. stocks to Ukraine.

But Russia would have to invade a NATO ally without provoking a U.S. military response for Chinese leaders to seriously question Washington’s commitment to defending Taiwan. Biden has made clear from the beginning of the crisis that his administration will never send troops to Ukraine—a stark contrast with his rhetoric on Taiwan. Just last week, Biden stated unequivocally that the United States would defend Taiwan in the event of a Chinese attack. As a show of support, he also sent to the island a delegation of former U.S. officials led by Mike Mullen, a former chairman of the Joint Chiefs of Staff.

In any case, Chinese planners largely assume the United States would intervene militarily on behalf of Taiwan. What some of them question is whether the United States could amass enough forces fast enough to blunt a Chinese assault on the island. Ironically, if the United States had launched a military operation in response to Russia’s invasion of Ukraine, Chinese leaders would have had further reason to question Washington’s ability to thwart a Chinese assault on Taiwan. The United States does not have the resources to fight the Russians in Europe and prepare adequately for a great-power war in Asia.  

Of course, these facts have not prevented China from trying to manipulate the narrative to undermine Taiwan’s resolve. Chinese state media has been flush with stories about how the United States did not come to Ukraine’s aid and therefore won’t come to Taiwan’s either. Like much of what appears on Chinese state media, however, these stories reflect what Chinese leaders want the world to believe—not what they believe themselves.

Not the Right Time

Chinese leaders are without a doubt considering an attack on Taiwan, but now is not the right time. China’s military is still honing the capabilities it would need to take and hold the island. And Xi is unlikely to take a dangerous gamble on Taiwan before the next Party Congress in late 2022, when he is widely expected to secure a third term as general secretary of the Chinese Communist Party. Xi is also working hard to lessen China’s technological dependence on the West, thus minimizing the impact on any further decoupling after a possible war. For all these reasons, an assault on Taiwan before 2025 is unlikely.

If anything, the crisis in Ukraine creates an additional incentive for China to wait. Beijing does not want the world to equate the two scenarios. From China’s perspective, Ukraine is an independent country engaged in a border dispute with Russia. Taiwan, by contrast, “has always been an inalienable part of China’s territory,” as China’s ambassador to the Association of Southeast Asian Nations, Deng Xijun, put it late last month. In other words, linking the two issues would undermine China’s claim to the island.

China also understands that moving against Taiwan now would solidify fears in the West of an axis of autocrats. The United States may not have the resolve to fight a protracted war to defend Taiwan. But suddenly faced with a need to defend freedom and democracy against an authoritarian alliance, Washington could muster a greater military response and convince its allies to do the same. Partly for this reason, China has desperately tried to maintain some semblance of neutrality during the Ukrainian crisis.

Russia’s invasion of Ukraine has certainly changed aspects of the international order. It has rallied European countries against Russia, prompted Germany to increase defense spending, and even convinced historically neutral countries such as Finland, Sweden, and Switzerland to take a stance against Moscow. From China’s perspective, however, nothing Russia or its adversaries have done meaningfully alters the calculus on Taiwan. 

This commentary was originally published by The Wall Street Journal.

A Russian invasion of Ukraine would be the most consequential use of military force in Europe since World War II and could put Moscow in a position to threaten U.S. allies in Europe. Many in the American foreign-policy establishment argue that the appropriate U.S. response to any such invasion is a major American troop deployment to the Continent. This would be a grave mistake.

The U.S. can no longer afford to spread its military across the world. The reason is simple: an increasingly aggressive China, the most powerful state to rise in the international system since the U.S. itself. By some measures, China’s economy is now the world’s largest. And it has built a military to match its economic heft. Twenty-five years ago, the Chinese military was backward and obsolete. But extraordinary increases in Beijing’s defense budget over more than two decades, and top political leaders’ razor-sharp focus, have transformed the People’s Liberation Army into one of the strongest militaries the world has ever seen.

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China’s new military is capable not only of territorial defense but of projecting power. Besides boasting the largest navy in the world by ship count, China enjoys some capabilities, like certain types of hypersonic weapons, that even the U.S. hasn’t developed.

Most urgently, China poses an increasingly imminent threat to Taiwan. Xi Jinping has made clear that his platform of “national rejuvenation” can’t be successful until Taiwan unifies with the mainland—whether it wants to or not. The PLA is growing more confident in its ability to conquer Taiwan even if the U.S. intervenes. Given China’s military and economic strength, China’s leaders reasonably doubt that the U.S. or anyone else would mount a meaningful response to an invasion of Taiwan. To give a sense of his resolve, Mr. Xi warned that any “foreign forces” standing in China’s way would have “their heads . . . bashed bloody against a Great Wall of steel forged by over 1.4 billion Chinese people.”

The U.S. must defend Taiwan to retain its credibility as the leader of a coalition for a free and open Indo-Pacific. From a military perspective, Taiwan is a vital link in the first island chain of the Western Pacific. If Taiwan falls into Chinese hands, the U.S. will find it harder to defend critical allies like Japan and the Philippines, while China will be able to project its naval, air and other forces close to the U.S. and its territories. Taiwan is also an economic dynamo, the ninth-largest U.S. trading partner of goods with a near-monopoly on the most advanced semiconductor technology—to which the U.S. would most certainly lose access after a war.

The Biden administration this month ordered more than 6,000 additional U.S. troops deployed to Eastern Europe, with many more potentially on the way. These deployments would involve major additional uncounted commitments of air, space, naval and logistics forces needed to enable and protect them. These are precisely the kinds of forces needed to defend Taiwan. The critical assets—munitions, top-end aviation, submarines, and intelligence, surveillance and reconnaissance capabilities—that are needed to fight Russia or China are in short supply. For example, stealthy heavy bombers are the crown jewel of U.S. military power, but there are only 20 in the entire Air Force.

The U.S. has no hope of competing with China and ensuring Taiwan’s defense if it is distracted elsewhere. It is a delusion that the U.S. can, as Pentagon press secretary John Kirby said recently, “walk and chew gum at the same time” with respect to Russia and China. Sending more resources to Europe is the definition of getting distracted. Rather than increasing forces in Europe, the U.S. should be moving toward reductions.

There is a viable alternative for Europe’s defense: The Europeans themselves can step up and do more for themselves, especially with regard to conventional arms. This is well within Europe’s capacity, as the combined economic power of the NATO states dwarfs that of Russia. NATO allies spend far more on their militaries than Russia. To aid its European allies, the U.S. can provide various forms of support, including lethal weapons, while continuing to remain committed to NATO’s defense, albeit in a more constrained fashion, by providing high-end and fungible military capabilities. The U.S. can also continue to extend its nuclear deterrent to NATO.

The U.S. should remain committed to NATO’s defense but husband its critical resources for the primary fight in Asia, and Taiwan in particular. Denying China the ability to dominate Asia is more important than anything that happens in Europe. To be blunt: Taiwan is more important than Ukraine. America’s European allies are in a better position to take on Russia than America’s Asian allies are to deal with China. The Chinese can’t be allowed to think that America’s distraction in Ukraine provides them with a window of opportunity to invade Taiwan. The U.S. needs to act accordingly, crisis or not.

Ms. Mastro is a center fellow at the Shorenstein Asia-Pacific Research Center, part of Stanford’s Freeman Spogli Institute for International Studies, and a nonresident senior fellow at the American Enterprise Institute. Mr. Colby is a principal at the Marathon Initiative and author of “The Strategy of Denial: American Defense in an Age of Great Power Conflict.”