Our So-Called Foreign Policy: The Unanswerable Question Driving Biden’s China Policy

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Antony J. Blinken, Asia-Pacific, China, foreign policy, globalism, Indo-Pacific, liberal global order, national security, Our So-Called Foreign Policy, rules-based global order, strategy, Taiwan, Xi JInPing

Two of the first maxims of strategy in world affairs (and probably in some other realms, too) are that (a) intentions and capabilities are fundamentally different and that (b) the former are much harder to gauge than the latter. These rules of the road in turn lead promptly to a key lesson: The greater the extent to which plans are based on intentions, the likelier they are to produce failure.  

The difference between measuring intentions and capabilities and the resulting policy implications matters crucially these days. For the evidence keeps mounting that the Biden administration is relying more on gauging China’s intentions in formulating its approach to the People’s Republic (PRC) and less on the much sounder foundations of assessing Beijing’s wherewithal and, most important, how this capacity’s dangers to specific U.S. interests are evolving – including over Taiwan, the newest and scariest bilateral flashpoint.  . 

The reason for focusing on capabilities is no great mystery. Figuring out how strong or weak a country’s military and economy are entails dealing with matters that are readily measurable to begin with. Although dictatorships like China’s in particular often go to great lengths to present misleading economic data, and misinformation about the state of their armed forces, the PRC’s competitiveness can be judged pretty dependably by tracking its interactions with other economies – e.g., its export performance, its attractiveness as a magnet for foreign investment. And U.S. intelligence is good enough to determine roughly how many soldiers and weapons, and the quality of the latter, that China could bring to bear in various contingencies.

Even more obvious – and important – is the case for deciding on U.S. interests. For whatever a potential adversary’s overall capabilities, why should Americans care about those that can’t plausibly affect whatever goals and missions that the United States decides it values?

Identifying what China’s leaders want is a qualitatively different and more formidable challenge. Good intelligence can provide some valuable information, as can face-to-face dealings with Beijing’s representatives. But ultimately, measuring intentions is an exercise in mind-reading, and it’s rendered all the tougher because of the secretiveness of China’s political system and the cultural gaps dividing East Asian countries like China’s and their western counterparts like the United States.

Which is exactly why the Biden administration’s strategy toward the PRC is so troubling. A heavy emphasis on intentions is clear from at least two of its features.

The first is its obsession with playing word games to define how it wants the relationship with China to develop, which in turn faithfully reflects the globalist position that achieving various types of relationships with allies, adversaries, and countries in between should be a high foreign policy priority. As I’ve written previously, that’s a great way to substitute form for substance, and to rationalize failure to achieve or preserve particular valued objectives in the here and now for the sake of payoffs stemming from a sense of mutual obligation that could be entirely unilateral and imaginary, over a time frame that tends to keep lengthening. Think of it this way – it’s easy to avoid rocking the boat if you don’t care who owns or controls the vessel.

The Biden administration, however, has taken relationship fetishizing to a whole new level. How else could one reasonably characterize all the time and effort it’s devoted to terming U.S. dealings with Beijing as a “competition,” or an “extreme competition,” or “a steep competition,” or a “stiff competition” (see here for the last two) or a relationship that will be, in Secretary of State Antony J. Blinken’s words, “competitive when it should be, collaborative when it can be, adversarial when it must be.”

Why do the Biden-ites think anyone cares or should care? In particular, why do they think China cares or should care? Do they have any evidence of much thinking in Beijing along these lines? Or that any Chinese definition of a desirable relationship relationship would be remotely acceptable to the United States?

If anything, the President’s declaration that Chinese dictator Xi Jinping “is deadly earnest on [China] becoming the most significant, consequential nation in the world. He and others, autocrats, think that democracy can’t compete in the 21st century” can only mean he thinks that win-win ties are the last things on Beijing’s mind. Unless Mr. Biden believes that Xi is just interested in purely verbal bragging rights?

The second feature of Biden foreign policy that reveals a potentially dangerous emphasis on intentions is the refusal of the President and his top aides to define U.S. interests with any specificity – or even to speak concretely about the very idea of purely U.S. interests.

Their rhetoric is peppered with phrases like Mr. Biden’s claim that during his first phone call with Xi, “I made absolutely clear that I will defend American interests across the board.” But you’ll search in vain for meaningful elaborations beyond “I also told President Xi that we’ll maintain a strong military presence in the Indo-Pacific, just as we do with NATO in Europe — not to start a conflict, but to prevent one” – which of course refers to American commitments that have been in place for decades, not to anything new, much less that reflects concerns heightened for any reason.

What you will find – ad nauseam – are statements like Blinken’s declaration that the United States is “committed to leading with diplomacy to advance the interests of the United States and to strengthen the rules-based international order. “That system is not an abstraction. It helps countries resolve differences peacefully, coordinate multilateral efforts effectively, and participate in global commerce with the assurance that everyone is following the same rules. The alternative to a rules-based order is a world in which might makes right and winners take all, and that would be a far more violent and unstable world for all of us.”

Blinken of course might be entirely right on the merits. But it was more than a little interesting that the Chinese response to his remarks – which took place at that confrontational bilateral March meeting in Anchorage, Alaska – emphasized that the rules-based order is nothing more than a system selfishly “advocated by a small number of countries”; that “The United States itself does not represent international public opinion, and neither does the Western world;” and no doubt most important, “the United States does not have the qualification to say that it wants to speak to China from a position of strength.”

In other words, as the Chinese see it, whatever Washington’s view of “right,” what matters is that it lacks the might to create or maintain it over China’s objections – which evidently are legion.

None of this is to say that specifying concrete interests is a guarantee of foreign policy success. But how else can that goal be achieved without setting out objectives considered vital to the nation’s security and prosperity, communicating them abroad in no uncertain terms, and ensuring that enough power is available to prevail when they’re threatened whether Americans guess correctly about potential adversaries’ intentions or not?

And these questions have moved to the forefront lately because Sino-American tensions are rising steadily over Taiwan – the world’s new leader in semiconductor manufacturing technology, which near neighbor China views as a renegade province. Worries are understandably rising that Washington and Beijing might stumble into a conflict that neither truly seeks. If the Biden administration could straighten out its own thinking about Taiwan and other U.S. interests in the Indo-Pacific region, the odds of such an unnecessary catastrophe could at least be considerably reduced.    

 

Our So-Called Foreign Policy: Grave Doubts Still Justified About Japan’s Reliability Against China

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alliances, allies, Asia-Pacific, Biden, burden sharing, China, deterrence, globalism, Indo-Pacific, Japan, Our So-Called Foreign Policy, semiconductors, South Korea, Taiwan, Yoshihide Suga

The more I read about last week’s summit in Washington, D.C. between President Biden and Japan’s Prime Minister Yoshihide Suga, the more I’m reminded of that expression ”putting lipstick on a pig.” For far from the unalloyed success described by the Biden administration and so many of the press accounts (see, e.g., here and here) the results of the meeting can easily be seen as just the latest sign that, from the U.S. standpoint, the so-called alliance between the two countries still can’t be counted on to pass what must be the acid test of such relationships – and at a time when Tokyo’s support looks more important than ever.

The reason Japan’s contribution counts can be summed up in one word: Taiwan. As known by RealityChek readers and many others, the island has emerged in recent years as the world’s leader in the knowhow needed to produce the world’s most advanced semiconductors. These devices of course are not only the electronic brains of all those wonderful high tech devices we all enjoy using – and need. Microchips also control most of the highest tech weapons in America’s military arsenal, and the ever more capable versions that will be turned out by factories (or “fabs”) on Taiwan and, to a lesser extent, in South Korea, will power the cutting edge weapons that will determine victory and defeat on the increasingly electronic battlefields of the future.

If Taiwan was located, say, in the Caribbean, its semiconductor manufacturing leadership mightn’t be such an urgent problem. But it’s sitting in the South China Sea a scant 100 miles from China, which has not only become a powerful rival to U.S. interests in Asia and all over the world, but keeps sounding increasingly determined to take control of the island – which it regards as an outlaw province.

Once upon a time (when Taiwan wasn’t nearly so important), the United States could be sure of deterring a Chinese invasion or military operations aimed at resting major concessions from Taiwan’s government, or of actually defeating such Chinese actions. Now, though, as RealityChek reported years ago, the U.S. nuclear edge needed for high confidence deterrence is gone, and it’s widely agreed that the non-nuclear military gap has narrowed considerably as well – especially for a conflict in China’s backyard.

Which is where Japan (and other U.S. allies in the Asia-Pacific – now more often called the Indo-Pacific region) come in. It would greatly increase the odds of both U.S. deterrence, and victory if need be, if Washington could count on Tokyo to fight alongside America’s military if a war over Taiwan heaven forbid broke out. This is the acid test I was talking about up top. Any military planning for war needs to know for sure what assets it can absolutely rely on when the shooting starts and what assets are only “maybes.” And the results of the Biden-Suga summit left way too many maybes.

It’s true that Japan has added significantly to its military strength in recent years – though such a wealthy country can afford to spend much more. It’s also true that Japan has agreed to take on more responsibilities for preserving security in that Indo-Pacific region. Moreover, the joint declaration issued by the two governments after the summit specifically mentioned “the importance of peace and stability across the Taiwan Strait and [encouraging] the peaceful resolution of cross-Strait issues.” Similar recent statements by Japanese officials during Mr. Biden’s term are widely considered breakthroughs in terms of Tokyo’s recognition of the situation’s gravity.

Suga actually added in remarks to reporters following the summit that “We agreed to oppose any attempts to change the status quo by force or coercion in the East and South China Seas [where Taiwan is located], and intimidation of others in the region.” So that sounds like a somewhat more assertive description of Japanese intentions on Taiwan.

But “oppose” could mean all sorts of things – a stern diplomatic note, a few sanctions. Maybe a very stern note. Or lots of sanctions. Neither Suga nor any other Japanese leader has said “If China attacks Taiwan, we’re sending in our troops, too.” In other words, uncertainty over Japan still leaves American war planners with a big problem.

And much more is involved here than my own personal skepticism. As noted here, even if Japan ultimately agrees only to provide logistical and other forms of non-combat support to U.S. forces fighting over Taiwan, itse home islands would run major risks. For due to China’s “ability to launch missiles to virtually anywhere in Japan,” Beijing could target “bases that the U.S. military would rely on for executing operations” and inflict major casualties on Japan.

Further, Tokyo’s distinct reluctance to voice full-throated condemnations of Chinese human rights violations and even atrocities for fear of disrupting lucrative economic ties raises even stronger doubts as to Japan’s willingness to participate in a full-fledged war with its leading trade partner. Indeed, in a post-summit event, Suga repeated another recent mainstay of Japanese diplomatic rhetoric:  “[W]e must work to establish a stable and constructive relationship with China.”

Given these considerations, it should be apparent that words alone simply can’t resolve legitimate doubts about Japan’s real intentions or likely responses to outright Chinse aggression anywhere in the region except for its own territory. 

I’m a foreign policy realist – someone who emphasizes the inevitably central role played by unsentimental, frankly selfish, judgments about concrete interests in all countries’ formulation of their foreign and defense policies. So I’m the last person to complain about Japan’s continuing caution and hedging as such. I can think of many compelling reasons for Japan to become more gung ho – e.g., does Tokyo really want to see China’s thug totalitarian government as the kingpin of its own neighborhood?. But this is a judgement for the Japanese people and their leaders to make.

Japan’s fence-sitting obviously also represents a challenge for American diplomacy, and President Biden has made improving cooperation with allies a centerpiece of his foreign policy. But major skepticism is justified as to whether he and his aides can turn Japan into a military ally worthy of the name, since their globalist emphases on alliances can too easily turn into prizing smooth ties for their own sake, as opposed to firm insistence on greater burden- and cost-sharing that’s bound to ruffle feathers at least in the short term. In fact, signs of such alliance fetishizing have already appeared in administration agreement to ease pressures on both Japan and South Korea for paying the costs of hosting U.S. forces clearly essential to these own countries’ defense.

And in this vein, this foot-dragging by Japan (and most other ostensibly staunch U.S. allies, too) raises a crucial question for Americans. Should they keep allowing their leaders to keep prodding and cajoling these countries in the hope that someday they might demonstrate plausible reliability?  Or should they conclude that the meager results of literally decades of prodding and cajoling mean that the success that’s so desperately needed should be written off as a pipe dream? As shown by rising tensions over Taiwan in particular, the clock is ticking – and quickly.

Our So-Called Foreign Policy: Biden’s Aides Show How Not to Deal with China

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Alaska, Antony J. Blinken, Asia-Pacific, Barack Obama, Biden, China, Donald Trump, global norms, globalism, Hong Kong, human rights, Indo-Pacific, international law, Jake Sullivan, liberal global order, Our So-Called Foreign Policy, Reinhold Niebuhr, sanctions, Serenity Prayer, South China Sea, Taiwan, tariffs, tech, Trade, Uighurs, United Nations, Yang Jiechi

You knew (at least I did) that America’s top foreign policy officials were going to step in it when they led off their Alaska meeting yesterday with Chinese counterparts by describing U.S. policy toward the People’s Republic as first and foremost a globalist exercise in strengthening “the rules-based international order” rather than protecting and advancing Americas’ own specific national interests.

This emphasis on the part of Secretary of State Antony J. Blinken and White House national security adviser Jake Sullivan simultaneously made clear that they had no clue on how to communicate effectively to the Chinese or about China’s own aims, and – as was worrisomely true for the Obama administration in which both served – unwittingly conveyed to Beijing that they were more concerned about dreaming up utopian global arrangements than about dealing with the United States’ own most pressing concerns in the here and now.

It’s true that, in his opening remarks at the public portion of yesterday’s event that Blinken initially refered to advancing “the interests of the United States.” But his focus didn’t stay there for long. He immediately pivoted to contending:

“That system is not an abstraction. It helps countries resolve differences peacefully, coordinate multilateral efforts effectively and participate in global commerce with the assurance that everyone is following the same rules. The alternative to a rules-based order is a world in which might makes right and winners take all, and that would be a far more violent and unstable world for all of us. Today, we’ll have an opportunity to discuss key priorities, both domestic and global, so that China can better understand our administration’s intentions and approach.”

Where, however, has been the evidence over…decades that China views the contemporary world as one in which peaceful resolution of differences is standard operating procedure, much less desirable? That multilateral efforts are worth coordinating effectively? That might shouldn’t make right and that China shouldn’t “take all” whenever it can?

Even more important, where is the evidence that China views what globalists like Blinken view as a system to be legitimate in the first place? Indeed, Yang Jiechi, who in real terms outranks China’s foreign minister as the country’s real foreign affairs czar, countered just a few minutes later by dismissing Blinken’s “so-called rules-based international order” as a selfish concoction of “a small number of countries.” He specifically attacked it for enabling the United States in particular to “excercise long-arm jurisdiction and suppression” and “overstretch the national security through the use of force or financial hegemony….”

Shortly afterwards, he added, “I don’t think the overwhelming majority of countries in the world would recognize…that the rules made by a small number of people would serve as the basis for the international order.”

Yang touted as a superior alternative “the United Nations-centered international system and the international order underpinned by international law.” But of course, even if you swallow this Chinese line (and you shouldn’t), it’s been precisely that system’s universality, and resulting need to pretend the existence of an equally universal consensus on acceptable behavior and good faith on the part of all members, that’s resulted in its general uselessness.

Meanwhile, surely striking Beijing as both cynical and utterly hollow were Blinken’s efforts to justify U.S. criticisms of China’s human rights abuses as threats to “the rules-based order that maintains global stability. That’s why they’re not merely internal matters and why we feel an obligation to raise these issues here today.”

After all, whatever any decent person thinks of Beijing’s contemptible crackdown in Hong Kong, arguably genocidal campaigns against the Uighur minority, and brutally totalitarian system generally, what genuinely serious person could believe that the United States, or other democracies, had any intention or capability of halting these practices?

What might have made an actually useful, and credible, impression on the Chinese from a U.S. standpoint would have been blunt declarations that (a) Beijing’s saber-rattling toward (global semiconductor manufacturing leader) Taiwan and sealanes-jeopardizing expansionism in the South China Sea, and cyber-attacks were major threats to American security and prosperity that the United States would keep responding to with all means necessary; and (b) that Washington would continue using a full-range of tariffs and sanctions against predatory Chinese economic practices as long as they continued harming U.S. businesses and their employees. That is, Blinken and Sullivan should have emphasized Chinese actions that hurt and endanger Americans – and against which in the economic sphere, Donald Trump’s policies showed Washington could make a significant difference.

It’s possible that in the private sessions, President Biden’s emissaries will dispense with the grandstanding and zero in on the basics. (Although that shift would raise the question of why this approach was deemed unsuitable for the public.) But the Biden-ites weirdly advertised in advance that China’s economic abuses and the technology development threat it poses wouldn’t be U.S. priorities at any stage of the Alaska meetings.

In the mid-20^th century, American theologian Reinhold Niebuhr popularized (although probably didn’t write) a devotion called the “Serenity Prayer” whose famous first lines read “God grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference.” I’m hoping someone puts copies into Blinken’s and Sullivan’s briefcases for their flight back from Alaska.

Following Up: A New Warning on U.S. Allies’ Reliability

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alliances, allies, Asia, Asia-Pacific, Biden, China, deterrence, Following Up, Indo-Pacific, infotech, multilateralism, national security, Nonproliferation Policy Education Center, semiconductors, Sheena Greitens, Taiwan, Taiwan Semiconductor Manufacturing Company, tech, TSMC, Xi JInPing, Zack Cooper

Well isn’t this a kick in the pants for the Biden administration – and by extension for all Americans?. No sooner did the President give a major speech to U.S. allies on his plans to return them to the center of American foreign policy-making because they’ll be such crucial assets in vital efforts to achieve essential goals like coping with China’s rise, than a new study comes out reporting that these hopes could be in vain. 

Specifically, the United States’ allies in Asia could well stay on the sidelines in what’s arguably become the most important potential showdown with China of all: ensuring Taiwan’s independence.

As known by RealityChek regulars, keeping Taiwan free of Beijing’s control has become so pressing for two reasons. First, Chinese dictator Xi Jinping is sounding and acting more determined than ever to “reunify” what he and his predecessors have regarded as a breakaway province by whatever means necessary – including using force. And second, a Taiwanese firm, Taiwan Semiconductor Manufacturing Corporation (TSMC), has recently grabbed the global lead in actually producing (as opposed to designing) the world’s most advanced semiconductors. If China manages to control TSMC’s capabilities, it could use them to build the electronic devices and defense systems that would secure substantial technological and military superiority over the United States.

President Biden is of course correct in arguing that the more allies the United States can mobilize, the easier it will be to handle China’s increased aggression and economic predation. But that claim inevitably assumes that these allies will actually join with America to push back against China, and especially that Washington can count on their assistance if heaven forbid the missiles and bullets start flying.

And this assumption is exactly what’s questioned in a paper recently published by the Washington, D.C.-based Nonproliferation Policy Education Center. According to authors Zack Cooper and Sheena Greitens, there’s not a single country in the Asia-Pacific (or, as it’s now officially called by the U.S. government, the Indo-Pacific) region that’s sure to stand shoulder to shoulder with American forces as they seek to actually repel either a Chinese attack on Taiwan, or an effort by Beijing to turn the island into a satellite through coercive means short of full invasion, like limited military strikes, cyber-attacks, or an embargo.

In fact, write Cooper and Greitens, these allies not only would likely balk at sending their own ships, plans, and troops to buttress American forces. To varying degrees, they’d be reluctant to allow the United States the kind of access to their military bases needed to prevail over China in any of the above contingencies.

The authors believe that sufficient allied cooperation can be generated if the United States begins (ASAP!) “a series of detailed discussions with key allies about their roles in different contingency scenarios involving China and Taiwan (and for some, the South China Sea).” That advice sounds fine as far as it goes.

But the need in the first place for “detailed discussions” on such dangerous and perhaps rapidly growing threats – which would leave all countries in the region far less prosperous and prosperous if not deterred or beaten back – makes appallingly clear just how dysfunctional these alliance relationships have become. Moreover, you can be sure that the longer and more detailed these discussions become, the more allied doubts they’ll reflect, and the less likely they’ll be to produce the kind of certainty when push comes to shove that the United States or Taiwan will need.

I don’t view Cooper and Greitens analysis as gospel. But in my experience, the Nonproliferation Policy Education Center has done serious work on Asian security issues in the past, and the larger project of which this essay is a part has had support from sponsors across the political spectrum. So its warning is worth taking seriously, and if its arguments are on target, the problem they describe will resist easy solution – and not just because truly worthwhile agreements with the allies could take years to negotiate, but because the U.S.-based semiconductor production capacity needed to reduce Taiwan’s importance will take just as long to create.

Luckily, as indicated in the piece linked just above, both Congress and the new administration claim to recognize the need – at least rhetorically – to restore cutting-edge U.S. competitiveness in this and other information technology manufacturing. In the meantime, the Biden administration should of course try maintaining enough of a semblance of allied unity vis-a-vis China to give Beijing pause over Taiwan. Hopefully, Washington  can even inspire some genuine support for preserving the island’s independence.

But as I’ve written previously (in the afore-linked National Interest piece), the greater the emphasis placed on resolving the semiconductor challenge via the homegrown solution of reviving the domestic industry, instead of relying mainly on protecting Taiwan’s security militarily, the better the odds of maintaining American security and prosperity. And in any necessary negotiations with the allies, the sooner President Biden abandons his globalist faith in apologetics and gauzy preaching, and acknowledges the need for at least some of the hard-bargaining Trump-ian “transactionalism” he’s decried, the better.  

Our So-Called Foreign Policy: Mr. President, U.S. Dealings with China are No Game

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alliances, allies, Antony Blinken, Asia-Pacific, Biden, China, Cold War, democracy, Donald Trump, Indo-Pacific, Jake Sullivan, Kurt M. Campbell, national interests, Our So-Called Foreign Policy, Soviet Union

For literally decades, American foreign policy makers, and especially the pre-Trump globalists, fell into the dangerous habit of obsessing about second-order questions (like whether the old Soviet Union was a fundamentally aggressive or defensively-oriented power, whether military force or diplomacy was the nation’s most effective foreign policy tool, whether unilateral or multilateral actions were most likely to succeed, and whether a more or less involvement in world affairs was preferable).

As a result, they typically neglected the paramount first-order questions: Principally, what overseas goals does the United States need to achieve to secure adequate levels of safety and well-being? In other words, which foreign objectives matter decisively for the United States in and of themselves, and which don’t? And those are first-order question because assessing others’ intentions is much more guesswork than science, and because no one can sensibly choose tools for a job without knowing what job they want to do.

(See this 1985 FOREIGN POLICY essay and this 1991 Atlantic Monthly article on the general failure of not only American leaders but of presumed foreign policy experts to think rigorously about national interests. See this 1991 New York Times piece about the hazards of divining intentions as opposed to capabilities. Apologies if the first two are no longer available for free on-line.)

Therefore, it’s awfully depressing to see the Biden administration staging its own version of backwards strategizing. It’s evidently determined to base its China policy on figuring out what kind of relationship it wants with the People’s Republic, and paying much less attention to identifying specific actions the United States wants China to take, stop, and refrain from in the first place.

The Biden approach is completely mistaken for two main reasons. First, whenever relationships are pursued regardless of their impact on particular, concrete interests, these national needs and wants inevitably become subordinated to atmospherics and abstractions and processes – a decidedly unpromising recipe for national success.

Second, the particular relationship on which President Biden and his top aides are focusing – one marked by competition – is so intrinsically ambivalent (especially in the realm of world affairs) that its much likelier to confuse than to provide useful policy guidance. In addition, competition is a concept that evokes the playing field, where both victory and defeat have ultimately trivial consequences, rather than the fundamentally anarchic and much more dangerous international landscape. Consequently, its use tends to downplay even stakes otherwise defined more threateningly.

These obstacles to clear foreign policy thinking and numerous others all rear their heads in statements the new President and his leading advisers have made during the campaign and transition, and since Inauguration Day.

For instance, Jake Sullivan and Kurt M. Campbell, who have become, respectively, Mr. Biden’s White House national security adviser and National Security Council “czar” for the Asia-Pacific region, perceptively noted in a prominent 2019 article that terms used by the Trump administration like “strategic competition,” unless elaborated on, can’t help but connote “uncertainty about what that competition is over and what it means to win.”

They did write of the need to decide what “kinds of interests the United States wants to secure.” And they do dance around some specific objectives, like maintaining unimpeded navigation in Asia-Pacific (or, to use a term more expanive and popular lately because it includes India – “Indo-Pacific”) waters, and preventing China from taking over Taiwan, and safeguarding America’s global technology leadership. 

But the authors also drone on and on about achieving a state of coexistence that “would involve elements of competition and cooperation, with the United States’ competitive efforts geared toward securing those favorable terms” (but never absolutely committed to securing them); and about “accepting competition as a condition to be managed rather than a problem to be solved”; and about how the Chinese competitive challenge differs from its Cold War-era Soviet counterpart; and about how China has become an “essential partner” as well as a formidable competitor with the United States because of the appearance of shared global dangers like climate change and pandemics; and about an “emerging” global contest of social and economic models; and about how to “get the balance between competition and cooperation right.” Indeed, the piece is titled “Competition Without Catastrophe.”

In addition, last year, new Secretary of State Antony Blinken took pains in a lengthy interview to emphasize that although “we are in competition with China,” there’s “nothing wrong with competition if it’s fair” That point is entirely valid in the context of a sporting event, a spelling bee, or other forms of competition with relatively trivial consequences.

At best, however, it’s deeply puzzling when dealing with decisions that can bring either great benefit or harm to an entire nation, and that can create major risks and require massive expenditures of national blood and treasure. In cases where winning and losing matter considerably and even vitally, it should be obvious, that prevailing or figuring out how to cope with defeat are worth the candle. Yet if and when it’s the fairness of the outcome that matters most rather than the outcome itself, why bother competing at all? Worse, these efforts can produce inexcusable wastes of resources that will surely be invaluable in the more important situations sure to come somewhere down the line.

In one instance reminiscent of the Cold War thinking they generally criticize in the China context, Campbell and Sullivan write that winning that competition of social and economic models with Beijing counts significantly because the United States (in unspecified ways to be sure) will be much better off in a world mainly made up of free market democracies than in one dominated by countries that try to emulate China’s totalitarianism.

Their point is fortified by the leading role advanced surveillance systems play in China, which additionally means that the United States must stay ahead in these fields both in order to ensure military superiority when push comes to shove, and to defend itself against Chinese cyber-aggression. Moreover, intuition and common decency lead all Americans to root for the widest possible global triumph of political and economic freedom (realizing of course that the latter can be defined in many different ways).

Even here, though, the framing U.S. strategy as a competition with China can complicate as many choices as it clarifies. For example, a defining principle of Biden foreign policy is that, in the President’s words, “America’s alliances are our greatest asset” in world affairs. Yet if so, then the new administration, as with its Cold War predecessors, will need to recognize that many of its current and desired partners won’t be either political or economic democracies or even close (in Asia, Communist-ruled Vietnam and the quasi-at-best democracies of Thailand and the Philippines come to mind), and that today’s genuine democracies often feel free – as during the Cold War – to ignore or actually undermine U.S. interests (like Germany nowadays regarding both China and Russia).

Finally, it’s all too easy to conclude that the Biden-ites’ focus on second-order questions first and foremost represents a series of word games aimed at masking their inability or unwillingness to identify first-order issues. Take the President’s insistence that he’ll carry out an “extreme competition” with China. Even leaving aside that he immediately proceeded to trivialize the term by declaring that his approach will differ from Donald Trump’s by focusing on “international rules of the road” (another second-order priority), what exactly will be “extreme”? And how does his definition of extreme competition compare with the other varieties of competition detailed by Sullivan and Campbell?

Similarly, Blinken has just ventured that the U.S. relationship with China entails “adversarial,” “competitive,” and “cooperative” aspects. The last category is no mystery. But what’s the difference between the first and the second? Does the first refer to American interests that must be advanced or defended at all costs and risks, or at least major costs and risks? Does the second refer to those situations and interactions where fairness is overriding? 

Sullivan and Blinken in particular admit that they used to belong to the dangerously naive China engagement mainstream of the U.S. foreign and economic policy communities.  But until they, their colleagues, and the President stop talking about the China challenge as if it was a game, ample doubt will be justified as to whether they’ve yet become China realists.           

Following Up: Podcasts On-Line of Yesterday’s National Radio Appearances on Biden and China/Asia Trade

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allies, Asia-Pacific, China, globalization, Making News, Market Wrap with Moe Ansari, RCEP, Regional Comprehensive Economic Partnership, The John Batchelor Show, Trade

I’m pleased to announce that the podcasts are now on-line of my two national radio interviews yesterday on U.S. trade policy under a Biden administration.  The special focus:  whether the United States should be worried that 14 Asia-Pacific countries – including all of America’s main regional allies – have just signed a Chinese-organized agreement to set up a free trade zone called the Regional Comprehensive Economic Partnership (RCEP).

My appearance on Moe Ansari’s “Market Wrap with Moe” can be found at this site, and clicking on the play button of the “Current Market Wrap” (“Cold War with China”) episode.  The interview begins just before the 23-minute mark.

Meanwhile, the “John Batchelor Show” segment episode covering these subjects is located here.

And keep checking in with RealityChek for news of upcoming media appearances and other developments.

Our So-Called Foreign Policy: Already, a Biden Misstep

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alliances, allies, Asia, Asia-Pacific, China, Demitri Sevastopulo, East China Sea, Financial Times, globalism, Japan, Joe Biden, Northeast Asia, Our So-Called Foreign Policy, Senkaku Islands, South Korea, Taiwan, Takeshima Islands, Yoshihide Suga

Now wait a second! For decades we’ve been hearing that possible President-elect Joe Biden is a foreign policy genius! Or at least that during his (47?) years in public life, he’s gained encyclopedic knowledge of the world and especially its flashpoints. (See, e.g, here.)

And just last night came the news that the former Vice President may have needlessly thrown the Northeast Asia security scene into major confusion over whether his administration will or won’t defend the Senkaku Islands.

Never heard of the Senkaku Islands? I’m tempted to forgive you. After all, they’re little than a bunch of uninhabited islets and rocks in the East China Sea. Although the surrounding fishing grounds seem to be fertile and there may or may not be undersea energy resources nearby, in and of themselves, their economic importance at present appears marginal.

Their strategic importance, in terms of controlling sealanes close to the economic goliath of Northeast Asia could be greater. But if so, we begin approaching why the Senkakus should be closer to your radar screen. For the islands are claimed by no fewer than three countries: Japan (which currently “administers” them, China, and Taiwan. The first is a formal U.S. treaty allly, the second has become arguably America’s chief strategic rival both in the Asia-Pacific region and globally, and the third an historical part of China that Beijing seems increasingly determined to regain – and by force if necessary.

Moreover, since the Obama administration clarified the matter in 2014, it’s been U.S. policy to regard the Senkakus as Japanese territory that, under the terms of the two countries’ security arrangement, the United States is bound to help Tokyo defend against attack. And in principle, this includes nuclear weapons use – a major concern since the likeliest attacker these days, China, has lots of nukes of its own capable of reaching the U.S. homeland.

Or is this still U.S. policy? As widely reported yesterday, Biden issued a statement reaffirming the 2014 commitment (made of course when he was Vice President). At least that’s what new Japanese Prime Minister Yoshihide Suga claims Biden told him in a phone call. But as alertly caught by the Financial Times‘ Demitri Sevastopulo,

“In a summary of the call provided to the media, the Biden transition team said the president-elect had ‘underscored his deep commitment to the defence of Japan and US commitments under Article V’ [of the security agreement] but did not refer specifically to the Senkaku. A transition team spokesperson declined to comment beyond the content of the summary.”

Isn’t this exactly the kind of confusion an experienced foreign policy hand should know how to avoid? And in particular, one who’s made “renewing” and “restoring” these arrangements after four years of a supposedly destructive Trump approach a hallmark of his global strategy?

Nor does the confusion stop there, for the Senkakus aren’t the only disputed islands in Northeast Asia. Don’t forget the Takeshima Islands. Or should they be called by their Korean name – Dokdo? Because they’re claimed by both North and South Korea, as well as Japan. Since South Korea is a U.S. security ally on a par with Japan, do they qualify for American-aided protection, too? If the North Koreans attempt a grab, that would seem like an easy call. (Of course, never forgetting that the North Koreans may well possess nuclear weapons that can hit the continental United States, too – or soon will.)

But what if South Korea attacks them and Japan invokes its U.S. treaty obligations? Wouldn’t Tokyo have every reason to believe that the Senkaku formula applies to the Takeshima/Dokdos, too? And what about the reverse situation – a South Korean attack? Would a Biden administration spokesperson be content to leave those countries in the dark about America’s real policy, too?

These scenarios may seem far-fetched. But only a little while ago, so did a pandemic that would kill hundreds of thousands of Americans and millions around the world, and cripple the U.S. and global economies. I don’t recall the September 11 terrorist attacks being widely predicted, either.

Precisely because, for a globalist alliance worshipper like Biden, there are no easy answers to the Senkakus and Takeshima issues (and please don’t take my use of the Japanese names as an endorsement of Tokyo’s claims), the best maxims to follow are “Do no harm” and the closely related “Keep them out of the news.” Worrisomely, they’re two maxims that the ostensible master strategist who might become America’s next President seems to have completely forgotten.

Making News: New Article Spotlights America’s Second-Rate Semiconductor Manufacturing

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Asia-Pacific, China, globalism, innovation, Intel, Making News, manufacturing, offshoring, semiconductors, Taiwan, Taiwan Semiconductor Manufacturing Company, technology, The National Interest

I’m pleased to report that a new article of mine has just been published in the November-December, 2020 issue of The National Interest. The focus: America’s loss of its longtime global lead in manufacturing semiconductors. Given the central role played by microchips to the constantly acclerating information technology revolution, this setback threatens both the nation’s prosperity and its security — especially since the world’s most advanced semiconductors are now produced a grand total of 100 miles from China.

Click here to read.

And keep checking in with RealityChek for news of upcoming media appearances and other developments.

Our So-Called Foreign Policy: Big Decisions Coming on Asia

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Asia, Asia-Pacific, Central America, China, containment, currency manipulation, deterrence, East Asia-Pacific, Japan, Mexico, New Journalism, Norman Mailer, nuclear deterrence, Our So-Called Foreign Policy, semiconductors, South Korea, Taiwan, tripwire, U.S. Army, Vietnam, Walker D. Mills, Western Europe

Whenever I think about what to blog about, I ask myself a question that I first heard one of my all-time writing idols raise many years ago when he faced similar decisions. The occasion came during a college writing seminar where the guest lecturer was none other than Norman Mailer.

The seminar probably took place sometime in 1974, and one of my fellow students asked Mailer why he hadn’t turned out anything about the Watergate scandal. I had been wondering this myself, since Mailer’s world renown by then stemmed both from his novels and from his forays into the “new journalism” that was emerging in that era, in which gifted writers tried to employ some key techniques from fiction (especially their keen insights into human nature and their considerable descriptive and narrative skills) ito shed light on the events of the day. On top of turning out numerous important non-fiction works, Mailer had also run (unsuccessfully) for Mayor of New York City in 1969. So he was by no means shy about sounding off on headline subjects, and I’m sure I wasn’t the only one of his fans anxious to hear about the Nixon-centric drama.

But his answer was disarmingly simple. He decided to give Watergate a pass because he couldn’t think of anything distinctive and important to say.

And that’s an (admittedly roundabout) way of explaining why today’s post won’t be about any aspect of President Trump’s contraction of the CCP Virus. At the very least, events are moving so quickly that it’s hard to know the score. Instead, I’m focusing on foreign policy, and in particular two major, under-reported developments in U.S.-Asia relations that are underscoring the return of Cold War-like challenges across the Pacific, but that should be teaching American policymakers very different lessons.

I’ve already dealt to some extent with the first here on RealityChek: The U.S.’ loss of global leadership in the manufacture of cutting-edge semiconductors to companies in South Korea and especially Taiwan. In a journal article scheduled for publication this week, I’ll be laying out the key the technical details and some of the main policy implications. But in brief it amplifies my argument that the location of the world’s most advanced producers of the vital building blocks of modern economies and militaries right at China’s doorstep means that the defense of Taiwan in particular has now become a vital U.S. national security interest that requires the kinds of military forces and strategies (including a threat to use nuclear weapons) employed to protect major treaty allies like Japan and Western Europe both during the Cold War decades and since.

After all, those Cold War commitments – which exposed the United States to the risk of Soviet and to a lesser extent Chinese nuclear attack – were reasonably justified by the belief that Japan and Western Europe were centers of industrial and technogical power and potential that could create decisive advantages for the communist powers if they gained control or access to their assets. The importance of advanced semiconductors today means that Taiwan now belongs in the same category.

As I detail in the upcoming article, Washington has rightly been building closer diplomatic and military ties to Taiwan in response (though I also argue that it’s ultimately far more important for the United States to restore its semiconductor leadership ASAP). But this fall, an article in an official journal of the U.S. Army argued for taking a net step that, however logical, would be nothing less than momentous – and comparably sobering. In the words of Marine Corps Captain Walker D. Mills,

“The United States needs to recognize that its conventional deterrence against [Chinese military] action to reunify Taiwan may not continue to hold without a change in force posture. Deterrence should always be prioritized over open conflict between peer or near-peer states because of the exorbitant cost of a war between them. If the United States wants to maintain credible conventional deterrence against a [Chinese military] attack on Taiwan, it needs to consider basing troops in Taiwan.”

To his credit, Mills goes on to make explicit that such troops would in part be performing the kind of “tripwire” function that similar units in South Korea serve – ensuring that aggression against an ally ensures the start of a wider war involving all of America’s formidable military capabilities. The benefit, as always, would be to prevent such aggression in the first place by threatening consequences the attacker would (presumably) find prohibitive.

Where Mills (like U.S. strategists for decades) should have been much more explicit was in explaining that because the threatened major conflict could easily entail nuclear weapons use, and since China now in particular, has ample capability to strike the U.S. homeland, the deployment of tripwire forces can result in the nuclear destruction of any number of American cities.

So this course of action would greatly increase at least theoretical dangers to all Americans. But what’s the alternative? Letting Beijing acquire knowhow that could eventually prove just as dangerous? As my upcoming article demonstrates, the blame for this agonizing dilemma belongs squarely on generations of U.S. policymakers, who watched blithely as this dimension of the nation’s technological predominance slipped away. And hopefully, as I just stated, this predominance can be recreated – and dangerous new U.S. commitments to Taiwan’s security won’t become permanent.

But that superiority won’t come back for years. Therefore, it seems to me that, as nuclear deterrence provided for Western Europe and Japan succeeded in creating the best of both possible worlds for the United States, this strategy could well work for protecting Taiwan for essentially the same reasons.

I’ll just insist on one proviso: At some point before it becomes a fait accompli, this decision should be run by the American people – as has never been the case.

Unfortunately, as I’ve also pointed out, Taiwan has become so important to the United States that even an America First-inclined U.S. President will have to look the other way at its longstanding trade protectionism and predation in order to maintain close ties – just as it winked at German, Japanese mercantilism in particular during the Cold War. But that kind of linkage needn’t apply to other countries in East Asia (and elsewhere in the world), who lack the kinds of assets Taiwan possesses, and in that vein, I hope the Trump administration (and a Biden presidency, if the former Vice President wins in November) won’t let strategic considerations prevent a thoroughgoing probe of Vietnam’s possible exchange rate manipulation and one other trade offense.

The former concern, of course, stems from the effects of countries’ sometime practice of keeping the value of their currencies artificially low. An under-valued currency just as artificially lowers the prices of a manipulator’s goods and services in markets all over the world vis-a-vis their U.S.-origin counterparts, and therefore makes the latter less competitive for reasons having nothing do with free markets.

The argument against the investigation (which I’ve so far seen only on Twitter, but by folks who are thoughtful and well-informed) is that in an economic conflict with China, the United States needs all the friends it can get. In addition, these critics point out, if tariffs are placed on Vietnamese goods, then companies thinking of leaving China because of the Trump levies on hundreds of billions of dollars’ worth of Beijing’s exports will face greater difficulties exiting, since Vietnam is such a promising alternative for so many products.

What these arguments overlook, however, is that, as a neighbor of increasingly aggressive China, and a country that’s struggled for centuries to prevent Chinese domination, Vietnam has plenty of powerful reasons of its own to help with any anti-China efforts initiated by the United States So it’s highly likely that Vietnam will keep cooperating with American diplomacy and other policies regardless of what the United States does on the trade front.

Moreover, Vietnam lacks Taiwan-style leverage over and value to the United States because it’s not a world-class producer of anything. So there’s no need for Washington to grin and bear Vietnamese trade abuses that may be harming the U.S. domestic economy.

And finally, although it’s great that Vietnam has been a prime option for companies thinking of moving factories and jobs out of China, it would be even better for Americans if those companies seeking low-cost production sites moved to Mexico or Central America, since greater economic opportunity for those Western Hemisphere countries will be so helpful to the United States on the immigration and drugs fronts.

Mark Twain is reputed (possibly incorrectly) to have said that “History doesn’t repeat itself but it often rhymes.” That is, it holds important lessons, but discovering them can be challenging, and both American security and prosperity are about to depend heavily on U.S. leaders getting them right.

Our So-Called Foreign Policy: Trusting Asian Allies to Help Contain China is Risky Business

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alliances, allies, Asia-Pacific, Aspen Institute, Cato Institute, China, East Asia-Pacific, Hong Kong, India, Japan, Jim Risch, Our So-Called Foreign Policy, Republicans, South Korea, Taiwan, Ted Galen Carpenter, Trade, Trump

Some leading Republican Senators are slated to introduce legislation today intending to fill what they see as a big and dangerous gap in U.S. globalization and national security policy: the alleged lack of a comprehensive strategy to push China to conform with international norms on trade and related business policies and practices, and to make sure that the People’s Republic doesn’t replace the United States as the kingpin of the East Asia-Pacific region.

I haven’t seen the bill yet, but this Financial Times report gives what looks like a pretty complete summary – which comes from the horse’s mouth (Idaho Republican Senator Jim Risch, the lead sponsor and the Chairman of the Senate Foreign Relations Committee). Some of the economic proposals seem promising – although their focus seems to be China’s appalling human rights violations (about which the United States sadly can do little) as opposed to China’s economic predation (which Washington has considerable power to fight effectively).

As for the national security stuff – I really wish that Risch and his colleagues had consulted with Ted Galen Carpenter of the Cato Institute, one of America’s most trenchant foreign policy critics (and, full disclosure, a valued friend).

For in a new survey just posted by the Aspen Institute, Carpenter has made depressingly clear that one of the conditions most vitally needed nowadays for containing China’s growing military power and political influence in its back yard – reliable allies – simply doesn’t exist and isn’t likely to anytime soon.

Risch and Carpenter certainly agree on the importance of reliable allies, and apparently on their absence – although the former evidently and bizarrely believes that President Trump deserves at least part of the blame for the current unsatisfactory state of America’s regional security relationships. That take on the U.S. approach is bizarre because America (a) keeps running a growing risk of nuclear attack on the American homeland by stationing “tripwire” forces in South Korea largely because that wealthy country continues to skimp on its own defense; and (b) last I checked, America’s immense (and expensive) naval, air, and land deployments in the region were still fully intact.

And don’t just take my word for it: Carpenter lays out in painstaking detail how under President Trump the United States has actually clarified its rhetorical opposition to China’s territorial ambitions, stepped up its military operations in the Asia-Pacific region, and boosted military aid to Taiwan – which of course China views as nothing but a renegade province that it has every right to take back by force.

Regardless of what the United States is or isn’t doing, though, if U.S. alliances are going to be strengthened and oriented more explicitly against China, the allies themselves need to be at least as concerned about Beijing’s aims as Americans. That’s mainly, as Risch and his Senate colleagues note (along with yours truly over the years, as in the above linked 2014 RealityChek post), because China’s military buildup and modernization drive have eroded U.S. military superiority, and because if there’s anything worse than going to war without needed allies, it’s going to war with allies unlikely to help out once the shooting starts. And Carpenter revealed exactly how real that latter danger is by detailing just the latest instance of allied timidity:

“Washington is seeking backing from both its European and East Asian allies for a more hardline policy regarding China. The Trump administration exerted pressure for a strong, united response to Beijing’s imposition of a new national security law on Hong Kong. US officials wanted a joint statement condemning that measure and an agreement from the allies to impose some economic sanctions. However, the European Union collectively, and its leading members individually, flatly refused Washington’s request. With the exception of Australia, the reaction of the East Asian allies was no better. Japan declined to join the United States, Britain, Australia, and Canada in issuing a statement condemning the PRC’s [People’s Republic of China’s] actions in Hong Kong. South Korea seemed even more determined than Japan to avoid taking sides on the Hong Kong issue.”

And as the author rightly emphasizes, “Given the dearth of even diplomatic support from the allies for Washington’s Hong Kong proposal, there is even less chance that those countries will back a military containment policy against the PRC.”

A principal reason is money. Since the 1990s, America’s Asian allies (in particular, Japan, South Korea, and Taiwan) have profited hugely from setting up electronics assembly operations in China and selling the final products (made largely of their own parts, components, and materials, and put together with their production equipment) to the United States. Why on earth would they want to break up this highly lucrative marriage of their technology on the one hand, and China’s low labor costs and lavish subsidies on the other?

To be sure, as noted repeatedly on RealityChek, China has been moving up the technology ladder, and replacing Made-Elsewhere-in-Asia inputs with its own manufactures. But it’s a long way from totally supplanting its neighbors’ products.

It’s true that American multinational companies also are guilty of feeding and profiting handsomely from the Chinese beast. And it’s equally true that pre-Trump U.S. Presidents have helped create the problem by coddling allied fence-sitting. But at least the Trump administration’s trade policies are striving to disrupt these U.S. corporate supply chains, and its tariffs are threatening the profitability of foreign-owned multinationals’ export-focused China operations.  Japan has followed suit on decoupling to a limited extent, and India – which has moved closer to the United States lately for fear of China – is increasingly wary of its own, much less profitable, entanglement with the People’s Republic. But even Taiwan keeps eagerly investing in China and thereby increasing both its wealth and its military power.

Neither Carpenter nor I support the goal of beefing up U.S. military China containment efforts in the Asia-Pacific region (though not for the exactly the same reasons). In fact, we both favor major pullbacks. But we both agree that if containment is to be pursued, Washington needs to do a much better job of lining up its local ducks. Otherwise, it could find itself either losing another war in Asia, or winning a victory that’s pyrrhic at best.

P.S. One of Risch’s co-sponsors, Utah Republican Mitt Romney, has just revealed that he’s especially clueless on the potential of rallying the allies.