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Thursday, May 18, 2023

Ukraine's Lessons for China

An interesting column at Strategy Page offers a number of lessons that the Chinese - who are currently threatening an invasion of Taiwan - will likely have drawn from Russia's Ukraine debacle.

Here are some of the points the column makes:
Even before Russia actually invaded Ukraine, China advised that such an operation would be unwise. Russian leader Vladimir Putin ignored that advice, which implied that Putin did not have an accurate assessment of what the Russian military was actually capable of.

Russia insists that Ukraine is part of Russia and must be reunited with the motherland. China has a roughly similar situation with Taiwan.

The Ukrainian experience has already persuaded most Taiwanese that they could reliably defeat or disrupt Chinese attack plans.

China, Taiwan and the United States are all studying the Ukraine War for useful lessons and one of the few they could all agree on was that the huge quantities of artillery ammunition expended exceeded peacetime estimates. This can have an impact on a Chinese attempt to seize Taiwan by force.

Taiwan has been increasing its weapons and munitions stockpiles for years as well as training more men for combat duty. While China has long planned to use over a thousand ballistic missiles and lots of airstrikes, they still have to get troops onto the island and deal with Taiwanese ground forces.

At that point both sides would be depending on artillery a lot and the Ukraine War has demonstrated that a lot more artillery ammunition is needed than anyone planned for. Transporting that extra artillery ammunition ashore in Taiwan complicates Chinese logistical planning and delays its readiness to attack.

The Ukraine War also demonstrated the importance of motivation and morale. The Taiwanese identify with the Ukrainians while the Chinese note that they and Russia are basically police state dictatorships while Ukraine and Taiwan are democracies that are highly motivated to innovate and fight to preserve their way of life.

China would also suffer much more than Russia from any economic problems an attack on Taiwan would lead to. China, like Russia, has internal economic and population problems. China’s working age population is shrinking and that is having an impact on the military because not enough Chinese are willing to serve.

One of the economic risks associated with China attacking Taiwan is the economic backlash and damage to China. Western sea power will immediately block Chinese imports and exports for at least the duration of hostilities, and sanctions will block or greatly diminish those for longer.

Worse, the ensuing worldwide financial and economic chaos will dramatically reduce Western demand for Chinese products long-term. China’s economy is far more dependent on its exports than the West is on imports from China.

Next is the unique position of the Taiwanese electronics industry, which is the sole or primary manufacturer of several key electronic components. China and the rest of the world are very dependent on Taiwanese computer products.

Destruction of Taiwanese computer products industries during an invasion would result in world-wide economic disruptions for several years before America, Japan and South Korea could replace Taiwan’s former production.

Taiwan has made veiled threats of destroying the plants producing those unique products at the onset of any Chinese attack. This issue will become more prominent during the immediate run-up before the invasion, and cause increasingly greater anxiety and turmoil in both Western and Chinese markets as they prepare for both the loss of Taiwan’s unique products plus all Chinese imports and exports for an uncertain period.

China’s economy would suffer most of all because China is as dependent on the West for Taiwanese electronics, and on Western imports of China’s non-electronic products that would plunge due to lack of Western demand during a recession.

The West would certainly not export its computer electronics to China given that China would have caused such economic chaos, and China lacks the ability to manufacture its own advanced electronics without imports of key Western components and materials.
There's much more of interest at the link. One consideration that the Chinese must be factoring into their calculations that Strategy Page doesn't mention is that the United States military is probably going to be at its weakest for the next five to eight years so if the Chinese are concerned about our military response to an invasion of Taiwan they must see their window of opportunity opening now.