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Michael Breger
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The Indo-Pacific, the world’s fastest-growing region in the global economy, faces complex geopolitical and geo-economic risks. Amid Russia’s unrelenting war in Ukraine and its strengthening ties with a bellicose North Korea, China continues to exert its power through economic coercion and diplomatic pressures. Meanwhile, Asia's established and aspiring democracies must rise to the challenge of preventing further democratic decline and revitalizing their institutions. These trends dominated the agenda at the recent Nikkei Forum, The Liberal International Order in the Indo-Pacific.

Cohosted by Shorenstein APARC, the Keio Center for Strategy at the Keio University Global Research Institute, and Nikkei Inc., the forum was held on June 24, 2024, at Keio University and featured Freeman Spogli Institute (FSI) and Keio experts. Its first session, moderated by Akio Fujii, executive chair of the editorial board at Nikkei Inc., included panelists Oriana Skylar Mastro, FSI center fellow at APARC, and Michael McFaul, the director of FSI. They examined the geopolitical effects of the war in Ukraine, deterrence and provocation in Taiwan, and their implications for security in the Indo-Pacific. The second session, moderated by Nikkei commentator Hiroyuki Akita, included Gi-Wook Shin, the director of APARC and director of the Korea Program, and Kiyoteru Tsutsui, the deputy director of APARC and director of the Japan Program. Panelists considered the connectivity of European and Indo-Pacific security, the rise of authoritarianism and global populism, international partnerships, and various ongoing efforts to protect the liberal international order in the Indo-Pacific. The session recordings in English and Japanese are available on the Nikkei Global Events YouTube channel. 

Conflict, Deterrence, and Provocation

Opening the first session, McFaul underscored the broader geopolitical implications of the invasion of Ukraine. Emphasizing the significance of Russian President Vladimir Putin's recent visit to North Korea, he highlighted the intertwined nature of European and Asian security. McFaul argued against the notion that global security should solely focus on China, stressing that Putin's actions demonstrate a critical link between European security concerns and global stability.

McFaul offered a mixed assessment of the war in Ukraine. He praised the international community's response in providing military support and economic aid to Ukraine, stating, “I have been mostly impressed with how the liberal free world, including Japan, came together to provide weapons first and foremost, to provide economic assistance secondarily, and to put in place sanctions [agsint Russia].” Yet he also criticized delays in Western responses, attributing them partly to internal political dynamics, including actions taken during the Trump administration.

What I see, tragically, is the breakdown of the liberal International order.
Michael McFaul
Director of FSI

McFaul expressed concern that Russian defensive positions now hinder prospects for a breakthrough on the Ukrainian side, with future developments tied to the outcome of the next U.S. presidential election. He underscored the importance of democratic nations organizing against autocratic regimes, framing the conflict in Ukraine as a critical battleground for liberal democratic values amidst global power struggles. McFaul described that “what I see, tragically, is the breakdown of the liberal International order. We're going back to an earlier period where there was not one order, but two, and maybe many orders, and one of those divisions is between autocrats and democrats.”

Center Fellow Oriana Skylar Mastro addressed the moderator's query about Ukraine’s implications for East Asia by delving into the complexities of deterrence and provocation in relations with China. She highlighted three main concerns: the blurred distinction between actions that deter China versus those that provoke it, the conflicting priorities of reassuring allies versus deterring adversaries post-Ukraine, and the delicate balance between showcasing military capabilities and demonstrating resolve. Mastro argued that while military build-up might deter China, political gestures, such as enhancing Taiwan's international stature, could provoke tensions.

She emphasized the challenges in aligning U.S. and Japanese strategies, especially regarding Taiwan, where differing interpretations of deterrence and provocation persist. “Attempts to signal resolve can be much more provocative than attempts to demonstrate capabilities [...] It seems that the United States and Japan at least have to be on the same page about what is reassuring versus what deters China, what deters China versus what provokes China, and what is more important, capabilities or resolve,” she explained

Mastro stressed the importance of nuanced policy decisions considering how actions perceived as deterrence in one context might provoke, in another, thus impacting regional stability. “I prefer for the United States to speak softly and carry a big stick, meaning we have a lot of capability but we should stop talking about it so much,” she said. She underscored the U.S. and Japan must coordinate closely on strategic messaging to ensure a cohesive approach to managing China's responses and maintaining regional security.

FSI and APARC scholars meet with Yoshimasa Hayashi FSI and APARC scholars meet with Yoshimasa Hayashi.

During their visit to Tokyo, the Stanford delegation met with Japanese government officials, including Chief Cabinet Secretary Yoshimasa Hayashi.

Michael McFaul gave an interview to the Japan Broadcasting Corporation's (NHK) prime-time news show News 7, which you can view here >

Manifold Pressures on Liberal Democracy

During the second panel, Gi-Wook Shin discussed the contemporary challenges facing liberal democracy, citing instances of foreign influence from authoritarian states like Russia and China. He began with a personal anecdote from Mongolia, where a friend running for parliament reported intimidation by authorities allegedly supported by Russia. Shin drew parallels to previous instances of interference, such as Russia's involvement in the 2016 U.S. election and China's actions in Taiwan and Korea.

In contrast to the American and British leadership against fascism and communism in the 1930s and 1940s, Shin described the current crisis in global leadership to safeguard liberal values. He questioned whether any country could now step up to combat rising authoritarianism, citing Modi’s India and alliances forming between leaders like Putin, Kim Jong-Un, and Xi Jinping. “I don't think I can say with confidence that the U.S. can defend liberal democracy, I don't see any leader in Europe either, and I don't see anyone in Asia,” he lamented.

He called for strategies to restore and strengthen global leadership in promoting and defending liberal democracy against mounting authoritarian challenges from China, Russia, and others.

Japanese democracy is functioning quite well. Apart from that, Japanese Society is peaceful, safe, and stable. Although the economic growth rate is low, people's discontent is not gushing out
Kiyoteru Tsutsui
Deputy Director of APARC

In his remarks, Kiyoteru Tsutsui addressed these global challenges to democracy and emphasized Japan's role in safeguarding it. Tsutsui noted Japan's relatively stable democratic environment compared to nations experiencing greater political divisions. Despite recent economic fluctuations in the country,, “Japanese democracy is functioning quite well,” he argued. “Apart from that, Japanese society is peaceful, safe, and stable. Although the economic growth rate is low, people's discontent is not gushing out and they can live quite a good life.”

Tsutsui emphasized Japan's economic and diplomatic contributions to promoting democracy, citing its trusted role in assisting Asian countries through the Japan International Cooperation Agency (JAICA). He suggested Japan could assert its influence not only through traditional democracy promotion but also by establishing standards in areas like infrastructure and public health. “If we look at the global rankings, Japan has quite a big influence.” He underscored the importance of Japan's discreet but impactful diplomacy in upholding democratic values globally, including its involvement in initiatives like the Free and Open Indo-Pacific Strategy, The Quad, and CPTPP. Through practical actions and international cooperation, he said, Japan  demonstrates its commitment to democratic values and counters global trends of democratic decline. Throughout the forum, the panelists agreed that the Indo-Pacific remains at the center of the global struggle between democracy and autocracy. They emphasized the need for collaborative action to bolster democratic institutions worldwide and urged nations to unite quickly to prevent further escalation of tensions in the region and beyond.

Nikkei newspaper report on the Nikkei Forum – July 3, 2024
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At the Nikkei Forum, Freeman Spogli Institute scholars Oriana Skylar Mastro, Michael McFaul, Gi-Wook Shin, and Kiyoteru Tsutsui considered the impacts of the war in Ukraine, strategies of deterrence in Taiwan, and the growing tension between liberal democracy and authoritarian populism.

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Elbegdorj Tsakhia
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As a former president who was democratically elected, I have a firm conviction in the cause of freedom, and in the power of the people, united as one, to defend it when under attack. This cause, and this faith, are now being tested on the blood-stained soil of Ukraine in a way we have not seen in many decades.

As the war in Ukraine grinds into its second year, the world’s democracies must rally with even greater resolve to declare that freedom is non-negotiable, and to give Ukraine the weapons it needs to win.

Freedom is an opportunity for all. By contrast, despots offer solutions and opportunities that only comfort themselves. They claim they bring justice. But their justice is selective. They dictate their chosen way of life to others. Their obsession is their own survival and longevity in power, not the prosperity of their people. Sooner or later, dictators become desperate, servicing their corrupted web of crooks and pleasing the vultures that are flying around them.

I know Putin does not tolerate freedom. I have sat with him on many occasions. He despises differences and competition. He fears a free Ukraine. As a deep narcissist, he could not afford to see more successful and prosperous neighbors. He envisioned that a free, democratic Ukraine could represent a grave danger for his regime. The Russian aggression against Ukraine did not happen out of the blue. It was a pinnacle of long-fought rivalries between ideas of freedom and fists of repression.

President Elbegdorj Tsakhia walks with President Xi Jinping of China and President Vladimir Putin of Russia President Elbegdorj Tsakhia walks with President Xi Jinping of China and President Vladimir Putin of Russia. Elbegdorj Tsakhia

The frontline of this war runs well beyond Ukraine’s devastated battlefields. It runs through Asia, Africa, Latin America, and the Middle East. It is raging between humanity’s best and worst instincts. Between the free world and the suppressed. It is an all-encompassing war between autocracy and democracy.

Many ask why, compared to Europe, most Asian countries tend to have a neutral position on Ukraine. The answer is simple. All they can do is watch with a heavy heart. They closely follow each breaking news bulletin to learn who has the upper hand at that moment. Sadly, the continent of Asia is also full of self-proclaimed rulers. In most cases, their governments lack legitimate representation.

Ukrainians are fighting for that very principle—not only for their country, but for our right to be free. Their fight is global. As a result, our support should be global and completely unconditional. Ukraine’s victory will give encouragement to all freedom-loving people on this planet. Autocrats everywhere will be knocked on the defensive. If Russia prevails, dictators will march in full swing.

The Kremlin propaganda machine is in full steam, blaming the other side as the ones committed to eliminating Russians. But, to my knowledge, no one wants to see Russians killed. No one is depriving Russia but the Kremlin. No one is depleting Russia’s resources and potential but the Kremlin. No one is crippling the Russian armed forces but the Kremlin. No one started a full-out invasion of Ukraine but the Kremlin. No one forced the free world to take drastic actions but the Kremlin. Finally, no one is calling for the inevitable demise of the Kremlin but—by its actions—the Kremlin.

In starting this war of aggression and then purposely brutalizing innocent civilians, the Kremlin leadership is guilty of serious international crimes. It has had no shame in bringing devastation and suffering to the most vulnerable. To the innocent children, elders, and families. And this horror is not solely present in war-torn territories. It is also present in Russia itself.

Ukrainians are suffering, shedding blood, and sacrificing everything precious to them, not just to defend their sovereignty and democracy but to restore the damaged world order.
Elbegdorj Tsakhia

Putin's so-called "partial" mobilization has brought fear and tears to Russia’s most vulnerable, its ethnic minorities who have been disproportionately drafted and thrown to the frontline. The Buryats, Kalmycks, Tuvans, and other marginalized minorities have been used as cannon fodder. In the remote regions where these ethnic minorities live, communities have almost run out of military-age men. By local accounts, the Kremlin is committing textbook ethnic cleansing under the umbrella of a “special operation.”

Under Putin's long-lasting shadow, Russia’s development has been hurled back a generation, and its politics has been frozen to the core. Yet, even in this deep freeze, there are some palpable cracks. The war in Ukraine is no longer just one man's conflict. It is inflicting pain to the countless lives his dark shadow touches. Everyone’s heart breaks when innocent families dig graves for their loved ones.

The outspoken and brightest in Russia are mostly silenced. In any nation, free-minded people are fundamental to offering different views and better solutions. But, unfortunately, this very part of society in Russia has fled in large numbers. The remaining brave people in Russia are still fighting against corruption and the deeply intimidating war while facing torture and jail. Therefore, the world is not against the Russian people but against the Kremlin's kleptocracy and atrocities.

For many, it is no surprise that the regime in Kremlin has long since relied on brainwashing and the use of criminal agents. Even their incarcerated recruits lack simple screening. The more ruthless and vicious against Ukrainians they are, the more they are welcomed. They are escapees of long-term sentences. They have been mostly rejected by their loved ones. Their mission is to kill.

Ukrainian soldiers who are fighting at the frontline describe the Wagner mercenaries as "zombie waves." The Russian supply of such waves seems unlimited. To defeat these horrendous Kremlin tactics, Ukraine desperately needs more advanced weaponry.

The Wagner Group is becoming trapped by their continued crimes for the Russian regime. The Wagner crack is widening. More countries have now deemed them an international criminal organization, a terrorist group. Justice-seeking communities worldwide scream for accountability for what they have done and continue doing against Ukrainians.

President Biden and Chancellor Scholz might have time to wait. But a wounded Ukraine has no time. The killers, rapists, and looters are not wasting their time. The Wagner Group is not waiting. Putin is not waiting.
Elbegdorj Tsakhia

There are some in Russia disappointed with other countries, including Mongolia's stance on the war against Ukraine. Due to its geography, squeezed between China and Russia, the Government of Mongolia is forced to perform a balancing act. However, public opinion in Mongolia resolutely condemns the brutal attack against this sovereign nation.

In this regard, I would like to bring a historical record to your attention. When Adolf Hitler attacked the Soviet Union, the people of Mongolia united against this fascist invader. They showed solidarity with the Soviet people and spared nothing. If nomadic herders had over 100 horses, they sent more than half of their livestock to the Soviet Union. A quarter of all the horses on the Soviet frontline during World War II came from Mongolia.

In the days following the war's end, it was not rare to see a skinny but sturdy Mongol horse standing together with victorious allied forces in the ruins of Berlin. Horses were logistical lifelines, moving heavy equipment and weaponry through mud and rough terrain, including mined ones. In challenging circumstances, Mongolian horses were the only means of a ride and sometimes a much-needed source of nourishment. The number of horse supplies from Mongolian herders to the Soviets reached more than half a million.

Also, in late 1941, the Soviets began a counter-offensive against German forces on the outskirts of Moscow. During those unusually harsh winter months, most of the Red Army soldiers and officers wore warm winter uniforms made from cattle stocks in Mongolia. In addition, with financial support from Mongolia, the Soviets produced columns of tanks and fleets of fighter aircraft. The Government of Mongolia donated its gold and hard currency reserves to the Soviet Union for four years in a row. And Mongolian lamb and meat donations to the front line outperformed those provided by the Lend-Lease Act.

When Nazi Germany attacked the Soviet Union, Mongols stood with their northern neighbor as best as we could. When Putin's Russia attacked Ukraine, from day one, the people of Mongolia stood against the brutal invasion. My point here is: The West should do what the Mongols did, and act like the Mongols acted. In support of Ukraine’s right to exist, the democracies should show solidarity and spare no form of assistance.

President Elbegdorj Tsakhia of Mongolia on horseback on the Mongolian steppe. President Elbegdorj Tsakhia on horseback on the Mongolian steppe. Elbegdorj Tsakhia

I have wondered why most of the decisions by the West to offer support to Ukraine are always one step behind Russian aggression. President Zelensky, from the first days of the war, asked "not for a ride" but for "more weapons." War-torn Ukraine is still begging for fighter jets and longer-range missiles.

Ukrainians are paying the ultimate price for our freedom. They are suffering, shedding blood, and sacrificing everything precious to them, not just to defend their sovereignty and democracy but to restore the damaged world order.

President Biden and Chancellor Scholz might have time to wait. But a wounded Ukraine has no time to wait at all. Those who snatched Ukrainian territories, cities, and villages are not waiting. The killers, rapists, and looters are not wasting their time. The Wagner Group is not waiting. Finally, Putin is not waiting.

No country facing aggression and destruction on this scale can be asked to wait. Ukraine needs WINGS and missiles to delete, deplete, and defeat Russia’s death squads. Putin will only stop fighting when he exhausts all his murderous arsenals. The only path to peace is through Ukraine's victory.

Victory means more than expelling Russian aggression, more even than liberating all occupied Ukrainian territory. Victory requires the rebuilding of Ukraine after conflict, and total recovery from Putin's war. If Ukraine fails to achieve that, freedom and the free world will face continuous intimidation and aggression from dictatorships.

Ukraine is not just fighting for its freedom, but for freedom everywhere.

Slava Heroyam!

Elbegdorj Tsakhia

Elbegdorj Tsakhia

Bernard and Susan Liautaud Visiting Fellow at Stanford University and former Prime Minister and President of Mongolia
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As the first anniversary of the invasion of Ukraine approaches, former President of Mongolia Elbegdorj Tsakhia urges the democratic world to rally with even greater resolve to declare that freedom is non-negotiable, and to give Ukraine the weapons it needs to win.

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Despite their many differences, Taiwan and Ukraine have been portrayed as two fronts in a global struggle between democracy and authoritarianism. The interrelations between the two geopolitical flashpoints took center stage at the recent Yomiuri International Conference, Taiwan and Ukraine: Challenging Authoritarianism. Cohosted by APARC’s Japan Program, the Yomiuri Shimbun, and the Asia Pacific Initiative, the conference was held on January 16, 2023 at the International House of Japan (IHJ) in Tokyo. It examined paths to addressing autocratic challenges to democracy and offered recommendations for coordinated deterrence in the Indo-Pacific region by the United States and its allies.

The forum included two sessions with Freeman Spogli Institute (FSI) experts. The first session, moderated by Ken Jimbo, IHJ managing director and API president, featured panelists Oriana Skylar Mastro, FSI center fellow at APARC, and Michael McFaul, the director of FSI. They examined the fallout of the war in Ukraine, the risks of a Taiwan crisis, and their implications for security in East Asia, including Japan. The second session, moderated by Kiyoteru Tsutsui, the deputy director of APARC and director of the Japan Program, featured panelists Larry Diamond, Mosbacher Senior Fellow in Global Democracy at FSI, and Francis Fukuyama, Olivier Nomellini Senior Fellow at FSI. They considered the war in Ukraine and the tensions over Taiwan against the struggle to bolster the liberal international order.


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Military Miscalculations, Economic Dislocations

McFaul opened the first session by reviewing some of the lessons from the war in Ukraine. The international community underestimated the Ukrainian military, he said. Putin, however, miscalculated the response of the United States and NATO, on the military side, and the scope of the sanctions the global community of democratic states, including Japan, would be willing to impose on Russia, on the economic side. 

It turned out, noted McFaul, that it was possible to reduce drastically Russian oil and gas coming into Europe, and Russia today has significantly fewer resources to fight Ukraine than it had anticipated. “I think it is very important to look at just how much economic dislocation happened with Russia, a country that was not integrated into the global economic world in the same way that China is,” McFaul said. He pointed out that the international community might also be underestimating the political pressure and dislocation that will erupt if, unprovoked, China invades Taiwan. “It will have very deep economic consequences for the Chinese economy,” said McFaul.

It is important to remember that the international community did not make credible commitments to deterring Russia before 2022, McFaul noted. In the case of China, he emphasized the imperative of considering concrete ways to enhance deterrence against a Chinese invasion of Taiwan before military action begins. 

Rethinking Defense and Deterrence

China, however, is not easily deterrable, as Mastro explained in her following remarks. President Xi has been clear from early on that enhancing China’s role on the international stage would be a key part of the Chinese Communist Party’s agenda. Taiwan is a top priority issue in the Chinese Communist Party’s long-term thinking, said Mastro. She reminded the audience that at the recent CCP Congress, President Xi reaffirmed that China will not rule out using force to bring Taiwan under its control. He also elevated Party members with extensive expertise in the joint operational domain and with Taiwan contingencies to the Central Military Commission, the Chinese top decision-making body for military affairs.

I am convinced that if Japan were to commit to fighting with the United States in this contingency, that would be enough to deter China.
Oriana Skylar Mastro

How, then should the United States and its allies approach the question of deterring China? Mastro emphasized three conditions that U.S and Japanese defense policy must meet.

First, whatever the United States and Japan do in the defense realm must have an operational impact. For example, U.S. carriers will do nothing to prevent China from taking Taiwan in a wartime scenario, Mastro argued. “And along those lines, from the Japanese point of view, enhancing defense of the Senkaku Islands does nothing to deter China from taking Taiwan unless Japanese operations are going to be involved directly in stopping a Chinese invasion of Taiwan.”

The second condition is that China has to know about any defense changes the U.S. and its allies are making. For instance, if, in peacetime, there is no indication that the Japanese military is engaging in Taiwan Strait transits with the United States and the Chinese do not know about such activities, then they do not enhance deterrence.

Third, deterrence must happen before a war starts. It may seem an obvious point, but if the prevalent view is that, for example, the Japanese public will support the United States once a conflict over Taiwan erupts, then this approach does not deter China. “We have to let the Chinese know now that there is such support,” Mastro stated.

One issue China is concerned about, Mastro noted, is widening a Taiwan contingency. “China only wins Taiwan if the war is short, geographically limited to Taiwan, and only involves the United States, potentially in Taiwan,” she explained. “So I am convinced that if Japan were to commit to fighting with the United States in this contingency, that would be enough to deter China.”

Ultimately, the question before the United States and its allies is: “Do we want a happy China that is undeterred or an unhappy China that's deterred,” Mastro concluded. “Those are our only two options.” Deterrence is expensive and requires tradeoffs, but one thing that is costlier than deterrence is a major war, she emphasized.

“Let’s start thinking about how to actually change the environment with the sense of urgency that we need, because my biggest fear is that we're going to find ourselves in a major war with massive cost,” she urged the audience. There will be sacrifices to make, but the alternative, in Mastro's view, is worse.

Opportunities and Perils for Democracy

In the second session of the conference, panelists Larry Diamond and Francis Fukuyama examined the war in Ukraine and the tensions over Taiwan from the lens of democratic decline and its implications for the liberal international order.

Democracy has been in a global recession for most of the last two decades, yet the picture is not as bleak for democracies as it was just two or three years ago, said Diamond. In the United States, reforms at the state level have occurred, election deniers took control of Congress seats by a much smaller margin than predicted before the 2022 midterms, and extreme election deniers in crucial swing states were virtually defeated. Meanwhile, on the international stage, 2022 spotlighted autocrats’ inevitable shortcomings. In Russia, Putin has catastrophically miscalculated the war in Ukraine. In China, Xi has massively mismanaged the COVID pandemic, and the country’s economic growth is severely impaired.

It's going to be very important that the people of Taiwan see that they're not alone, that the democracies of the world — not just the United States and Japan but Australia and Europe — are with them; it will increase their will to fight.
Larry Diamond

Fukuyama said he was encouraged by the democratic solidarity shown in response to the war in Ukraine, especially in Europe, within NATO, and in Japan. Germany’s and Japan’s decisions to increase their defense budgets have been remarkably reassuring signals of strength among democracies, he noted.

But we sometimes forget that many countries in the Global South and elsewhere do not buy into this narrative, cautioned Fukuyama. Among the big disappointments in this regard is India, he stated, which raises the question of whether the issue at stake is indeed a battle between democracy and authoritarianism.

Indeed, democracies still face intractable challenges, Diamond explained. These include the corrupting influence of dirty money around the world, the trends of de-industrialization and hollowing out of the working class in advanced democracies, and social media, which Diamond sees as the single biggest driver of democratic decline. “I cannot tell you how much damage social media has done to destroy the social fabric of Truth and credibility and polarize society into tribal camps who don't have the same facts,” he said. “We have not found a way to temper that impact and win the battle For Truth.”

Taiwan and Deterrence

When it comes to the question of Taiwan, Diamond says he is worried. “There is going to be a PRC military invasion of Taiwan, probably in this decade, unless it is deterred,” he said. The three most crucial actors in deterring China are Taiwan, the United States, and Japan, he explained. Successful deterrence must involve coordination among all three in multiple arenas — from military cooperation to increased defense capacity and preparedness to impose such heavy costs in response to a Chinese invading force that will change Xi’s calculus.

Diamond observed that democracy is about uncertainty, of which there is now plenty in Taiwan as it looks ahead to a January 2024 contentious presidential election. Diamond’s prediction is that "China will intervene however it thinks it can” in Taiwan’s upcoming presidential election, as Xi would certainly prefer to pick up the island peacefully than by force, he said. “I think it's going to be very important that the people of Taiwan see that they're not alone, that the democracies of the world — not just the United States and Japan but Australia and Europe — are with them; it will increase their will to fight.”

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At the Yomiuri International Conference, Freeman Spogli Institute scholars Larry Diamond, Francis Fukuyama, Oriana Skylar Mastro, Michael McFaul, and Kiyoteru Tsutsui examined lessons from the war in Ukraine, the risks of a crisis over Taiwan, and the impacts of both geopolitical flashpoints for defending democracy and for a coordinated approach to deterrence in the Indo-Pacific.

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Kim Namseok, Munhwa Ilbo Correspondent
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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.

 

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.
Francis Fukuyama

[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.

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.
Gi-Wook Shin

[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.

Francis Fukuyama conversing in Gi-Wook Shin's office at Stanford University. Francis Fukuyama. Kim Namseok/Munhwa Ilbo

[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?

We've had four elections now where [Trump] 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.
Francis Fukuyama

[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.

Francis Fukuyama 2022

Francis Fukuyama

Olivier Nomellini Senior Fellow at the Freeman Spogli Institute for International Studies, Director of the Ford Dorsey Master’s in International Policy, and Professor by Courtesy, Department of Political Science
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Gi-Wook Shin

Gi-Wook Shin

Senior Fellow at the Freeman Spogli Institute for International Studies, Professor of Sociology, William J. Perry Professor of Contemporary Korea, Director of the Shorenstein Asia-Pacific Research Center, and Director of the Korea Program
Full Biography

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A Conversation with Francis Fukuyama on the Challenges of a Changing Global Order

Graphics and text about Nov 14 webinar, "India and the United States: Overcoming the Russian Hurdle"

1700-1800 Palo Alto, 14 November 2022
0900-1000 Singapore, 15 November 2022

This event is OFF THE RECORD.

US-India relations appeared to hit a plateau in 2022. The two countries’ different responses to the Russian invasion of Ukraine exposed the depth of India’s long-standing defense dependence on Russia. That lingering relationship still inhibits the current-day US-India security partnership. How can the United States and India work to surmount this hurdle? This webinar presents research-in-progress by Erin Mello, a visiting scholar at APARC. It examines the impediments to deepening the US-India defense relationship, and each side’s current strategic priorities; and offers policy recommendations, at both the strategic and operational levels, to help offset India’s dependence on Russia.

Panelists

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Square photo portrait of Erin Mello
Erin Mello is a Visiting Scholar for the 2022-2023 fall quarter at the Walter H. Shorenstein Asia-Pacific Research Center (APARC) at Stanford University. Mello currently serves as an analyst for the United States Indo-Pacific Command, and is a member of the Hawaii Air National Guard. While at APARC, Mello is conducting research on building integrated deterrence in the Indo-Pacific, examining barriers to U.S.-India security cooperation, and how to overcome them.

Image
Square photo portrait of S. Paul Kapur
S. Paul Kapur is a professor in the Department of National Security Affairs at the U.S. Naval Postgraduate School and a visiting fellow at Stanford University’s Hoover Institution. He recently served in government, in the State Department’s Policy Planning Staff, working on issues related to South and Central Asia, Indo-Pacific strategy, and U.S.-India relations. He the author of two books, and coauthor of a third, and also consults for the US Department of Defense. He earned his PhD from the University of Chicago.

Image
Square photo portrait of Yogesh Joshi
Yogesh Joshi is a Research Fellow at the Institute for South Asia Studies at the National University of Singapore. His research focuses on India’s foreign and security policy, and especially the evolution of India’s military power and its approach to the use of force. He is the coauthor of three books, including two on India’s nuclear forces, policy, and doctrine. Prior to joining NUS, he was a post-doctoral fellow at the Center for International Security and Cooperation at Stanford, and he holds a PhD from Jawaharlal Nehru University.

Moderator:

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Square headshot photograph of Arzan Tarapore
Arzan Tarapore is the South Asia research scholar at the Shorenstein Asia-Pacific Research Center at Stanford University, where he leads the South Asia Initiative. His research focuses on military strategy, Indian defense policy, and contemporary Indo-Pacific security issues. Prior to his scholarly career, he served as an analyst in the Australian Defence Department. Arzan holds a PhD from King’s College London.

Virtual via Zoom

Shorenstein APARC
Stanford University
Encina Hall, E301
Stanford,  CA  94305-6055

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Visiting Scholar at APARC, 2022-23
Erin_Mello.jpg
M.A.

Erin Mello joined the Walter H. Shorenstein Asia-Pacific Research Center (Shorenstein APARC) as Visiting Scholar for the 2022-2023 fall quarter. Mello currently serves as analyst for US INDOPACOM and USAF/Hawaii Air National Guard. While at APARC, Mello conducted research on building integrated deterrence in the Indo-Pacific, examining barriers to U.s.-India security cooperation and how to overcome theme.

S. Paul Kapur U.S. Naval Postgraduate school, Shorenstein Asia-Pacific Research Center, Stanford University Department of National Security Affairs and Senior Fellow
Yogesh Joshi Research Fellow, Institute for South Asia Studies National University of Singapore
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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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Chinese President Xi Jinping identified similar training and competency issues [to the human element of Russia’s failures in Ukraine] in the PLA 10 years ago. But under his command, the PLA has been proactively implementing significant reforms to avoid similar pitfalls.

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.

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 [...], which will only serve to improve its warfighting capability in the future.

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.

That does not mean it’s perfect. China is still in the process of building its corps of noncommissioned officers, recruiting more college graduates and technical experts so as to be less reliant on conscripts and shift away from an officer-heavy structure. Also, there is always the possibility that Xi’s anti-corruption campaign, which has impacted even the highest levels of the military, may begin to impinge on these reforms. But to date, it seems that those against necessary reforms have been largely targeted. In other words, Xi has not had to choose yet between his goals of consolidating domestic power and the professionalization of the armed forces.

The economic side is less about what has happened in the past six weeks than what will happen in the next six months or even six years. As tempting as it is in the case of Russia’s invasion, the impact of economic sanctions cannot be properly evaluated over a short time period. The need for a longer time horizon also applies to Russia-China economic comparisons, as it will generally require more extensive and more durable sanctions to deter or compel China than it would Russia.

Russia is thought, at least, to be highly vulnerable to sanctions applied to date. And it is certainly the case that China can be harmed by sanctions. Beijing is more integrated in global trade and finance than Moscow and thus has more to lose. But integration cuts both ways—compared with Russia, more countries would be harmed to a greater extent by equivalent actions taken against China. Further, China has demonstrated greater capacity to weather extended economic blows. This combination of features reduces the willingness of the United States and others to enforce durable sanctions, a fact that Beijing well appreciates.

The CCP survived three decades of worse poverty than experienced by the Soviet Union at the time, a self-inflicted depression in 1989-90 paralleling in some respects the events that ended the Soviet Union, the global financial crisis, and another partly self-inflicted economic wound via China’s determination to maintain its zero-COVID policy in 2021-22.

During more recent events, Beijing has been able to mobilize first greater capital resources than Moscow and then far greater. In 2020, the World Bank put China’s gross fixed capital formation at 20 times Russia’s. Xi attacked some of China’s richest citizens, as well as other elements of the private sector, in part because he believed them too intertwined with foreign capital. These were voluntary steps by China that mirror how the world currently seeks to punish Russia. Whatever their wisdom, Xi knows China can afford them, while Russia’s capability is in doubt.

Some Russian foreign reserves have been effectively frozen and some financials excluded from the Society for Worldwide Interbank Financial Telecommunication (SWIFT), limiting international transactions. In the short term, these steps could have a similar impact on China, but they would be much harder to sustain.

Beijing has conducted currency swaps with dozens of countries that will want their renminbi to be useful. China also holds foreign government bonds in amounts that countries cannot ignore. U.S. Treasurys see the largest holdings, but there are also sizable quantities of Japanese government bonds, for instance. With official Chinese reserves upwards of $3 trillion, perhaps five times Russia’s, a partial freeze would quickly wear on governments and firms looking for bond buyers.

For any SWIFT restrictions that interfere with outbound U.S. portfolio investment, that volume stood at $85 billion in Russia and $1.15 trillion in China in 2020. The stock of U.S. direct investment was 10 times higher in China than Russia—companies willing to exit Russia would face leaving a lot more behind in a China contingency. Most broadly, the yuan can erode the role of the dollar; the ruble certainly cannot. Beijing lacks the will to allow free movement of the yuan and make it a true reserve currency, but heavy, durable sanctions might change that.

On the goods side, existing pressure to spare Russian vital exports would be more intense in China’s case. The loss of Russian oil and gas exports of $230 billion in 2021 threatens energy markets. Chinese exports are at least as important within chemicals, textiles, household appliances, industrial machinery, and consumer electronics. Would they all be exempted?

Certain Russian exports, such as palladium, play supply chain roles beyond their direct financial value. As expected from its manufacturing and export volumes, China’s supply chain participation is far larger than Russia’s, extending from inputs crucial to global pharmaceuticals to processed rare earths crucial to clean-energy applications. Russian ships have been banned from some ports. By tonnage, Russia accounts for a bit over 1 percent of the world’s commercial fleet, while China accounts for more than 11 percent. Banning Chinese ships would cause seaborne trade to noticeably contract, hitting supply chains that would already be strained by the diversion of Chinese goods.

Even an area of clear Russian advantage—lower import dependence—is double-edged. Inhibiting Chinese imports of iron ore or integrated circuits, for example, would hit the country hard. But China is such a huge purchaser that many producers would refuse to join a sustained embargo against it. As elsewhere, the barriers to Russian imports adopted thus far could hurt China only in the unlikely event that they are maintained for many months.

From how to remain in power to how to advance on the international stage, militarily and economically, the CCP has been learning what not to do from the Russian or Soviet experience for decades. Chinese strategists are unquestionably evaluating whether the nature of warfare has changed or if they failed to consider some critical factors necessary for success. Chinese economists are certainly looking to identify missed vulnerabilities based on how the economic dimension of the war in Ukraine plays out—and will work to address them to prevent exploitation by the United States and others.

Not that it will all be easy for Beijing. But China is already better prepared than Russia, economically and militarily. The steps to support Ukraine and punish Russia are immediately less potent in a China contingency. And an unfortunate side effect of the tragedy in Ukraine is that China has a relatively low-cost opportunity to learn—it may become a more formidable challenger than it would’ve been otherwise. The United States and its allies should realize that their effectiveness with regard to Russia is highly unlikely to translate. In a Taiwan contingency, the United States must be able to immediately implement both a stronger package of actions aimed at China and also a second package aimed at minimizing the long-term cost of the first.

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The invasion of Ukraine is offering useful lessons for the PLA.

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Shorenstein APARC Japan Program April 18 Webinar information card: Japan's Foreign Policy in the Aftermath of the Russian Invasion of Ukraine, including photo portraits of speakers Hiroyuki Akita, Yoko Iwama, and Kiyoteru Tsutsui

April 18, 5:00 p.m - 6:30 p.m. PT / April 19, 9:00 a.m. - 10:30 a.m. JT

Russia’s invasion in Ukraine has transformed the landscape of international security in a multitude of ways and reshaped foreign policy in many countries. How did it impact Japan’s foreign policy? From nuclear sharing to the Northern Territories, it sparked new debates in Japan about how to cope with Putin’s Russia and the revised international order. With NATO reenergized and the United States having to recommit some resources in Europe, how should Japan counter an expansionist China, an emboldened North Korea, and a potentially hamstrung Russia to realize its vision of Free and Open Indo-Pacific? What might be the endgame in Ukraine and how would it impact the clash of liberal and authoritarian forces in the Indo-Pacific region? Featuring two leading experts on world politics and Japan’s foreign policy, this panel tackles these questions and charts a way forward for Japan.

Square photo portrait of Yoko Iwama

Yoko Iwama is Professor of National Graduate Institute for Policy Studies (GRIPS). She is also the director of Security and Strategy Program and Maritime Safety and Security Program at GRIPS. 

She graduated from Kyoto University in 1986 and earned her PhD in Law. Having served as Research Assistant of Kyoto University (1994–97), Special Assistant of the Japanese Embassy in Germany (1998–2000), and Associate Professor at GRIPS (2000), she was appointed Professor at GRIPS in 2009. She was a student at the Free University of Berlin between 1989-1991, where she witnessed the end the reunification of the two Germanies. 

Her specialty is international security and European diplomatic history centering on NATO, Germany, and nuclear strategy. 

Her publications include John Baylis and Yoko Iwama (ed.) Joining the Non-Proliferation Treaty: Deterrence, Non-Proliferation and the American Alliance, (Routledge 2018); “Unified Germany and NATO,” (in Keiichi Hirose/ Tomonori Yoshizaki (eds.) International Relation of NATO, Minerva Shobo, 2012). 

Her newest book The 1968 Global Nuclear Order and West Germany appeared in August 2021 in Japanese. She is working on a co-authored book on the origins and evolution of the nuclear-sharing in NATO and a co-authored book on the Neutrals, the Non-aligned countries and the NPT.  

Square photo portrait of Hiroyuki Akita

Hiroyuki Akita is a Commentator of Nikkei. He regularly writes commentaries, columns, and analysis focusing on foreign and international security affairs. He joined Nikkei in 1987 and worked at the Political News Department from 1998 to 2002 where he covered Japanese foreign policy, security policy, and domestic politics. Akita served as Senior & Editorial Staff Writer from 2009 to 2017, and also worked at the “Leader Writing Team ” of the Financial Times in London in late 2017. 

 Akita graduated from Jiyu Gakuen College in 1987 and Boston University (M.A.). From 2006 to 2007, he was an associate of the US-Japan Program at Harvard University, where he conducted research on US-China-Japan relations. In March 2019, he won the Vaughn-Ueda International Journalist Award, a prize for outstanding reporting of international affairs. He is an author of two books in Japanese: “Anryu (Power Game of US-China-Japan)”(2008), and “Ranryu (Strategic Competition of US-Japan and China)”(2016). 

Square photo portrait of Kiyoteru Tsutsui

Kiyoteru Tsutsui is the Henri H. and Tomoye Takahashi Professor, Professor of Sociology, Senior Fellow at the Freeman Spogli Institute for International Studies, and Deputy Director of the Walter H. Shorenstein Asia-Pacific Research Center, where he is also Director of the Japan Program. He is the author of Rights Make Might: Global Human Rights and Minority Social Movements in Japan (Oxford University Press, 2018), co-editor of Corporate Responsibility in a Globalizing World (Oxford University Press, 2016) and co-editor of The Courteous Power: Japan and Southeast Asia in the Indo-Pacific Era (University of Michigan Press, 2021).  

 

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Kiyoteru Tsutsui

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Yoko Iwama Professor & Center Director National Graduate Institute for Policy Studies (GRIPS)
Hiroyuki Akita Commentator Nikkei
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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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"We shouldn't expect China to be forthcoming about support for Russia in Ukraine."
Oriana Skylar Mastro

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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Oriana Skylar Mastro on KTVU with a host of the show "Mornings on 2"

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."

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On WBUR’s "On Point" and Fox 2 KTVU, Center Fellow Oriana Skylar Mastro shares insights about China's alignment with Russia and the worldwide implications of its calculus on Ukraine.

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This essay was originally published in Foreign Affairs magazine.

As Russian President Vladimir Putin intensifies his assault on Ukraine, a growing number of U.S. military and foreign policy analysts are voicing concern that China may be emboldened by Russia’s example and try to take Taiwan by force. “If Russia can grab chunks of Ukraine or install a puppet regime and withstand economic sanctions, that could embolden nationalists in China to look to Taiwan and think they could do the same,” Ian Johnson, a China expert at the Council on Foreign Relations, has argued. Representative Michael McCaul, Republican of Texas, made a similar argument in an interview last month, as did retired Army General Jack Keane, who said that Chinese President Xi Jinping sees “weakness in the West and how that can advantage him in terms of his national objectives as well.”

Xi is certainly watching events in Ukraine, but his calculus for whether to use force against Taiwan is shaped primarily by domestic factors, not foreign ones. As I have argued in Foreign Affairs, Chinese leaders are considering “armed reunification” with Taiwan more seriously than at any time in the last 50 years. But Xi will assert Chinese control over the island only if he is confident his military can conduct a successful amphibious invasion and if he believes the timing is right for his own career.


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Shifts in the international environment would be important for Taiwan if they changed Xi’s thinking on either count. But the war in Ukraine has not. Xi’s views about U.S. power and resolve and about the likely international response to an invasion of Taiwan probably remain unchanged. If anything, China’s desire not to invite comparisons with Russia at a time when the world is united against Moscow will lengthen its timeline for taking control of Taiwan, not shorten it.

Too Big to Sanction?

The economic sanctions that the United States, Canada, and many European countries have imposed on Russia give China little reason for pause. To the contrary, these punitive measures simply confirm Beijing’s previous assessments of the possible economic repercussions of using force against Taiwan. Chinese leaders expect the economic costs of an invasion to be heavy but acceptable—partly because of how the international community has responded to Chinese provocations in the past and partly because Beijing’s foreign policy is designed to convince countries to stay out of China’s “internal” affairs, such as the status of Taiwan.

That is not to say the economic measures Washington and its allies have imposed on Russia in recent days are insignificant. The United States and European countries have blocked Russia’s access to most of its foreign currency reserves, making it impossible for Moscow to intervene to prop up its collapsing currency. They have frozen the assets of senior Russian officials, including Putin himself. And they have moved to exclude big Russian banks from SWIFT, the global financial messaging system.

China’s ability to retaliate against the West with economic sanctions of its own is much greater than Russia’s.
Oriana Skylar Mastro

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.

Chinese planners largely assume the United States would intervene militarily on behalf of Taiwan.
Oriana Skylar Mastro

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. 

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Oriana Skylar Mastro

Center Fellow at the Freeman Spogli Institute for International Studies

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Russia’s War in Ukraine Doesn’t Presage a Chinese Assault on Taiwan

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Elbridge Colby
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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.”

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

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.

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.

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.”

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Oriana Skylar Mastro

Center Fellow at the Freeman Spogli Institute for International Studies
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