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31. No Winners in This Game: Assessing the U.S. Playbook for Sanctioning China

Author:
Emily Kilcrease
Publication Date:
12-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The relationship between the United States and the People’s Republic of China (PRC) is marked by both geopolitical tensions and deep economic linkages. While policymakers may have once believed that economic integration would inject stability into the overall relationship and provide a deterrent to conflict, that idealistic vision has been shaken by Russia’s brutal invasion of Ukraine. No longer can the United States and its partners assume that the PRC’s economic interest in retaining ties to the global economy will override its nationalist impulses. The once unthinkable idea of imposing severe sanctions on China has become a strategic imperative to consider, as one of a range of measures that the United States and its partners may consider if relations with the PRC deteriorate further. Yet, sanctioning China represents a challenge more complex than any other in the modern era of sanctions. The scale and interconnected nature of China’s economy means that the damage from sanctions will not be contained in China; instead, the negative effects will rebound globally through China’s deep economic ties to nearly every country around the world, including the United States. China has substantial capacity in key economic areas, such as manufacturing, that provide it with important means to retaliate against U.S. sanctions or impose its own economic costs on the United States and its partners. This report seeks to advance policy debates on how to sanction China, if geopolitical conditions warranted doing so at scale. It builds on prior Center for a New American Security (CNAS) research, including a 2023 report that outlines how the United States currently uses a variety of sanctions tools to manage the strategic relationship with the PRC.1 A key finding of the earlier work is that the United States imposes sanctions at a relatively limited scale compared to the scope of challenges that exist in the bilateral relationship, with the notable exception of an increasing range of technology-related sanctions. A large divide separates the existing level of sanctions on China and the full range of economic measures that the United States may consider. This report attempts to envision that fuller range of economic measures and consider whether the use of sanctions would meaningfully advance U.S. interests during a potential conflict. The report begins, in chapter 1, with an assessment of the main economic and political characteristics that would determine China’s vulnerability to, and resolve to withstand, sanctions pressure. The concentration of power at the very top of the PRC’s political system, along with a willingness to subordinate economic objectives to political ones, indicate that China may have a high degree of resolve to absorb the costs of sanctions. China’s continued reliance on the U.S.-dominated global financial infrastructure is a key area of vulnerability to sanctions pressure. But, China retains significant economic leverage through its manufacturing relationships, as well as through the importance of its large domestic market to foreign multinational companies. Attempting to impose sanctions that are asymmetrically more painful to China will be a fraught exercise, given the degree to which China is embedded in global supply chains. In chapter 2, the report examines sanctions actions that the United States and its partners may impose during a conflict scenario, drawing from the sanctions playbook used against Russia and projecting adaptations that would be needed in the China context. The main objective of this analysis is to identify points of asymmetric leverage in the U.S.-China economic relationship, where imposition of a sanction would be more economically damaging to China than to the United States and its partners. The sanctions actions are examined through the lens of a ends-ways-and-means framework, loosely borrowing concepts from the defense community and mapping them into the economic domain. The value in such an exercise is to impose discipline in identifying why a particular economic measure may be taken and what the intended impact would be. It can also enhance the ability to integrate economic actions with those being considered in military or other domains. The report examines possible actions under three broad categories, based on the objective of the sanctions: technology denial, embargo of commodities and materials, and macroeconomic pressure. The research includes analysis by the CNAS Energy, Economic & Security team of economic data and research interviews with a wide range of sanctions, export controls, macroeconomics, trade and finance, and China experts in the United States, Europe, and Asia. In addition to examining potential sanctions options on a sectoral basis, the report also includes a company-by-company lens to assess the potential impact of sanctioning specific Chinese companies. The report finds that the U.S. options to impose harsh sanctions on China are severely constrained. U.S. options to deny militarily relevant technology to China are modest, at best. Certain areas, such as maritime capabilities, will be difficult to target due to the nearly entirely domestic supply chains of China’s main military shipbuilders. Other areas, such as semiconductors, cannot be targeted without running the risk of disruption to critical U.S. supply chains. Overall, efforts to deny technology to China require a longer time horizon to be effective and may have less utility in an immediate run-up period to a potential conflict. Attempts to use sanctions tools to deny commodities or materials to China will require innovation and the development of new sanctions tools. Key commodities, such as energy, are inherently substitutable and globally available, including from many countries that will likely not align with the United States in a conflict with the PRC. Building on the example of the oil price cap used in the Russia context, the United States and partners will need to consider novel policy approaches that provide positive economic inducements to align with U.S. policies, in addition to using traditional sanctions tools.
Topic:
Security, Defense Policy, Sanctions, and Geopolitics
Political Geography:
China, Asia, North America, and United States of America

32. Resisting China’s Gray Zone Military Pressure on Taiwan

Author:
Jacob Stokes
Publication Date:
12-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The People’s Republic of China (PRC or China) has sharply escalated its pressure campaign targeting the Republic of China (ROC or Taiwan) in recent years. Beijing appears likely to use Taiwan’s upcoming presidential election in January 2024 as a pretext to apply more pressure on the self-governing island, particularly in the “gray zone” using China’s military, the People’s Liberation Army (PLA), along with other tools of state power. There is no precise and commonly agreed upon definition of what gray zone activities are and are not. In general, though, the concept refers to actions that fall into the space between, on one side, peace and, on the other, full-scale kinetic war.1 Gray zone activities are coercive and aggressive but designed to stay below the threshold of triggering major conflict. China uses gray zone operations as part of a comprehensive strategy to pressure Taiwan that spans the areas of diplomacy, information, economics, and security. This policy brief examines one major component of that campaign: gray zone military and security operations. It starts by detailing the capabilities and tactics China uses to put security pressure on Taiwan. Then, it explains what Beijing seeks to achieve with those actions. The paper concludes with recommendations for how U.S. and Taiwan policymakers can resist and counter China’s gray zone operations.
Topic:
Security, Foreign Policy, Defense Policy, Diplomacy, Economics, Military Affairs, and Information
Political Geography:
China, Taiwan, and Asia

33. Countering United Front Work: Taiwan’s Political Warfare System

Author:
Mariah Thornton
Publication Date:
03-2023
Content Type:
Working Paper
Institution:
LSE IDEAS
Abstract:
This strategic update introduces the challenges posed by China’s united front work, which has significantly expanded due to unprecedented institutional elevation and support under Xi Jinping. Mariah argues that Taiwan—a country that has effectively resisted China’s united front activities for several decades—can serve as an instructive case for other democratic countries in institutionalising counter-interference operations. The briefing initially explores the origins of Taiwan’s political warfare system, its evolution from the martial law era to democratisation in the 1990s, and how this history informs the institution’s modern structure and operations. The information presented in this report was compiled during a period of fieldwork in Taiwan from late September to early November 2022, in which she interviewed dozens of political warfare officers as well as Taiwanese defence and security experts–a majority of whom have chosen to remain anonymous. In the conclusion, Mariah offers broad policy recommendations based on these findings that may be applicable to other countries experiencing united front work activities and or seeking to institutionalise counter-interference operations.
Topic:
Security, Defense Policy, Politics, Public Opinion, Propaganda, and Regional Security
Political Geography:
China, Taiwan, and Asia

34. The role of nuclear weapons in a Taiwan crisis

Author:
Gregory Weaver
Publication Date:
11-2023
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
The potential for a conflict over Taiwan is increasing due to China’s nuclear and conventional military buildup and the threat of two simultaneous conflicts with China and Russia, which would severely stress the ability of US and allied conventional forces to win in both theaters. Nuclear weapons will cast a long shadow over a Taiwan conflict and could play multiple roles in the deterrence and warfighting strategies and operations of both the United States and the People’s Republic of China (PRC). A conflict over Taiwan has a number of attributes that will shape those roles. Those attributes make the potential for limited nuclear escalation real and uncontrolled nuclear escalation possible. In order to prevent war and escalation in war, US policymakers and military planners must take the role of nuclear weapons in a Taiwan conflict seriously. The United States should communicate four focused deterrent messages to China and reassure its allies and partners that it can deter Chinese nuclear use. The United States should reevaluate its theater nuclear capability requirements for a Taiwan conflict and carefully analyze options to defeat a Chinese amphibious invasion of Taiwan with limited nuclear strikes if necessary. Finally, the United States must credibly address the potential for collaborative or opportunistic aggression by China and Russia in an environment in which both are peer nuclear adversaries. This requires determining what the US strategy should be to address the two-peer threat, optimizing US and allied conventional forces to address it, and reshaping US nuclear capabilities if necessary. The United States needs to know now whether it is going to require a nuclear force that is larger, or different, or both, because changing the current modernization program requires immediate action to address the threats in time.
Topic:
Defense Policy, National Security, Conflict, and Deterrence
Political Geography:
Russia, China, Taiwan, Asia, and United States of America

35. Before Zero Day: Taiwan’s Evolving Defense Strategy and the Struggle for Peace

Author:
Eric Lee, Ian Easton, Grace Price, Colby Ferland, Cathy Fang, Mark Stokes, and Alice Cho
Publication Date:
09-2023
Content Type:
Working Paper
Institution:
Project 2049 Institute
Abstract:
The invasion of Ukraine has upended long-held assumptions of the liberal international order, and as tensions rise in the Taiwan Strait, Taiwanese leaders are watching Ukraine with their futures in mind. The objective of this report is to provide insights into how Taiwanese policymakers, military officers, diplomats, strategists, and everyday citizens are responding to the evolving threat picture in the Taiwan Strait and offer ideas for the policy debate in Washington. This report examines leadership speeches, strategy reports, military writings, and media articles, as well as recounts findings from interviews with Taiwanese and U.S. government officials, military officers, and civil society.
Topic:
Foreign Policy, Defense Policy, Military Strategy, Peace, and International Order
Political Geography:
China, Taiwan, and Asia

36. Taiwan’s Urgent Need for Asymmetric Defense

Author:
Eric Gomez
Publication Date:
11-2023
Content Type:
Policy Brief
Institution:
The Cato Institute
Abstract:
Amid deteriorating US-China relations, senior US officials have begun suggesting that a Chinese attack against Taiwan could happen soon. The conventional wisdom in Washington is that this urgent threat requires an urgent response, but too much attention has focused on the US-China military balance and too little on Taiwan’s military efforts. Taiwan’s future would likely be determined in the opening days, if not hours, of a conflict. Taiwan must prevail in two critical military operations: surviving China’s conventional bombardment and preventing the first wave of amphibious ground forces from establishing a beachhead. Taiwan would be fighting these two operations alone, but Taiwan’s military does not have the right mix of equipment, manpower, and strategy to mount an effective defense, despite the fact that the results of these operations could prove decisive for the rest of the conflict. US policymakers must press Taipei to focus on improving Taiwan’s ability to execute this narrow set of military missions and to reorient its overall strategy to one of asymmetric defense to counter Chinese advantages. If Taiwan does not or cannot do so, it is unlikely that any amount of potential US assistance or intervention could salvage the island’s position in the event of a conflict. Because these shortfalls are so important, Washington should create a sense of urgency in Taipei through security assistance measures such as conditional arms sales and limited joint training. The United States should also take care not to back Beijing into a corner where it concludes that using force is its only viable option to achieve unification with Taiwan. American assurances to China are a tough sell given Washington’s bipartisan hawkishness on China, but keeping time on Taiwan’s side is essential for the success of Taipei’s self-defense transformation.
Topic:
Foreign Policy, Defense Policy, and Asymmetric Relations
Political Geography:
China, Taiwan, Asia, and United States of America

37. Where next for the Australia–South Korea partnership?

Author:
Afeeya Akhand and Alex Bristow
Publication Date:
10-2023
Content Type:
Special Report
Institution:
Australian Strategic Policy Institute (ASPI)
Abstract:
The strategic partnership between Australia and South Korea holds great potential in an increasingly challenging time. The two nations have many common strategic interests and both can rightly claim to be regional powers. However, the relationship remains a relative underperformer compared with other key regional relationships and has suffered from inconsistency. When Canberra’s contemporary relationship with Seoul receives attention from Australian analysts, it tends to be framed largely in the context of the threats posed by Pyongyang. While some uncertainties remain over the long-term trajectory of South Korea’s foreign and security policy due to concerns that Seoul’s current vision is tied to the Yoon government as opposed to being embedded in longer-term statecraft, the structural basis for deeper engagement between Seoul and Canberra is sound. Investing in the relationship is in both nations’ interests. Building bureaucratic and commercial frameworks for cooperation now would help ensure that bilateral strategic alignment is less prone to future changes in government. This paper assesses the Australia–South Korea partnership through the three-pillar structure outlined in the 2021 Australia-South Korea Comprehensive Strategic Partnership and offers recommendations for strengthening the relationship. These recommendations include furthering strategic cooperation by incrementally aligning key trilateral formats, developing bilateral cooperation in critical technologies including those relevant to AUKUS Pillar 2, and nurturing collaboration with respect to the Indo-Pacific clean energy transition.
Topic:
Foreign Policy, Defense Policy, NATO, Partnerships, Artificial Intelligence, ASEAN, AUKUS, and ANZUS
Political Geography:
Asia, South Korea, and Australia

38. China’s Future Military Capabilities

Author:
Roger Cliff
Publication Date:
04-2023
Content Type:
Special Report
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
The 2022 National Defense Strategy of the United States of America identifies China as the “pacing challenge” for the US military. This monograph examines the process by which China’s military capabilities are developed, the capabilities China’s military is seeking to acquire in the future, and the resulting implications for the US military. To date, all the extant studies have merely described the capabilities the People’s Liberation Army is currently acquiring. This monograph goes further by drawing on the Chinese military’s publications to identify and discuss the capabilities the People’s Liberation Army seeks to acquire in the future. The monograph finds China’s military is engaged in a comprehensive program to field a dominant array of military capabilities for ground, sea, air, space, and cyberspace warfare. Countering these capabilities will require the United States and its allies to engage in an equally comprehensive effort. The monograph’s findings will enable US military planners and policy practitioners to understand the long-term goals of China’s development of military capabilities and to anticipate and counter China’s realization of new capabilities so the United States can maintain its military advantage over the long term.
Topic:
Defense Policy, Strategic Planning, Future, Military, and People's Liberation Army (PLA)
Political Geography:
China, Asia, and United States of America

39. In Both Pyongyang and Seoul, an Ominous Hardening

Author:
Aidan Foster-Carter
Publication Date:
09-2023
Content Type:
Journal Article
Journal:
Comparative Connections
Institution:
Pacific Forum
Abstract:
In mid-2023, the (non-existent) relations between the two Koreas got even worse, if that were possible. Confronting enlarged US-ROK military exercises, and the first visit of a US nuclear-armed submarine to the peninsula since 1981, Pyongyang’s nuclear threats grew ever more frenzied. In Seoul, President Yoon Suk Yeol institutionalized his hard line by downsizing and repurposing the Ministry of Unification (MOU). Criticizing MOU for acting in the past as a support department for North Korea, Yoon evidently conceives its future role as being to hinder Kim Jong Un’s regime—publicizing its human rights abuses, for instance—rather than help. Much as the DPRK’s ever-expanding WMD threat requires robust deterrence, for Seoul to start emulating Pyongyang’s unalloyed hostility hardly seems conducive to peace. The period under review also saw two attempts by North Korea to put a spy satellite into orbit; both failed. By contrast, the North’s missile launches hardly ever go wrong these days. The large solid-fuel Hwasong-18 ICBM, with a 15,000-km (9,300-mile) range, which first flew in April, had a second successful test on July 12.
Topic:
Security, Defense Policy, Nuclear Weapons, Bilateral Relations, and Regional Security
Political Geography:
Asia, South Korea, and North Korea

40. Analyzing China’s Escalation after Taiwan President Tsai’s Transit through the United States

Author:
Bonny Lin, Brian Hart, Samantha Lu, Hannah Price, and Matthew Slade
Publication Date:
06-2023
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
As Taiwan president Tsai Ing-wen transited through the United States in March and April 2023, China embraced significant military and diplomatic measures to coerce and punish Taiwan and, to some extent, the United States. This is reminiscent of Chinese actions after then-speaker of the house Nancy Pelosi visited Taiwan in August 2022, though there were differences between China’s behavior. While some elements of China’s actions in April 2023 appear less escalatory than those in August 2022, there was considerable continuity and even progression with respect to People’s Liberation Army (PLA) operations, tactics, and reach vis-à-vis Taiwan. This brief analyzes Chinese activities in August 2022 and April 2023 and explores the factors impacting Beijing’s decisionmaking.
Topic:
Security, Defense Policy, International Security, and Geopolitics
Political Geography:
China, Taiwan, and Asia