We scan new podcasts and send you the top 5 insights daily.
The risk of a Taiwan conflict is driven more by political calculations than the military balance. Beijing views Taiwan as a crisis to be avoided, not an opportunity to be seized. This contradicts the narrative that Xi Jinping is simply waiting for a moment of military superiority.
Despite its military buildup, China's primary strategy for Taiwan is not a direct invasion, which remains highly difficult. Instead, President Xi Jinping favors a coerced diplomacy, aiming to squeeze Taiwan on all sides until it feels it has no choice but to accept a 'one country, two systems' model.
Instead of a risky invasion, Xi Jinping's preference is to slowly suffocate Taiwan's will to resist. This strategy involves chipping away at U.S. commitments and eroding the conviction of regional allies, buying time while avoiding a costly direct conflict.
Beijing’s core strategy for Taiwan is to convince its populace that "resistance is futile" and no outside help is coming. U.S. arms sales and rhetorical support from allies are particularly disruptive because they directly counter this psychological narrative of isolation, undermining China's goal of a coerced unification.
A key danger is that China might invade Taiwan not from a position of absolute confidence, but from the belief that its relative power is peaking. This echoes pre-WWI Germany's fear that waiting would only strengthen its adversaries, creating a 'now or never' strategic calculus.
Contrary to popular narratives, China's strategy for Taiwan is not a military invasion. It's a long-term plan of economic and political isolation, aiming to make Taiwan so irrelevant to the world that its eventual absorption faces no resistance, mirroring its Hong Kong playbook.
Chinese leadership believes time is not on its side regarding Taiwan. The growing sense of a distinct Taiwanese identity, especially among younger generations, creates pressure to act before a political 'reunification' becomes impossible, thus increasing the risk of military action.
Contrary to widespread fear, the probability of a Chinese invasion of Taiwan before 2028 is extremely low (~5%). China believes its goal of 'peaceful reunification' is progressing, its military is in disarray after deep purges, and it views President Trump as an accommodating US leader on the Taiwan issue.
Contrary to popular comparisons with Ukraine, Taiwan has 'zero chance' of defending itself independently. Its entire military posture is designed to hold out long enough for the United States to intervene, not to win a war of self-defense. This makes U.S. intervention speed the critical factor.
China's strategy for Taiwan likely mirrors its 2019 Hong Kong takeover. Instead of a direct military assault, Beijing will use political influence, espionage, and legislative changes to create administrative bridges, making any physical resistance illegal before troops ever move in.
China currently believes its strategy of coercion against Taiwan is succeeding, making a near-term military invasion unlikely. However, 2028 is a critical year. If Taiwan's pro-independence party wins re-election, Beijing may reassess its strategy and consider more dramatic military action.