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Culture War Roundup for the week of May 27, 2024

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The election will inevitably (particularly now that Trump is a felon) lead to an enormous amount of chaos between October 2024 and February 2025.

Worse than that: this was clear as early as 2022 if not from Jan 6 2021, so the (highly non-trivial) preparations for war could be made. Indeed, back in late 2022 when I posted this, my unstated conclusion was "the Five Eyes have detected an in-progress Chinese plan to attack Taiwan" (I'm still not 100% confident of that, but I can't see any other likely scenarios in which "a linear path" leads to "great-power conflict" and an active decision to avert it is required).

With that said, the chance is not 100%. As Symon noted, we can turn off a linear path; leaders can make decisions. An in-progress Chinese plan to attack Taiwan means only that Xi thinks the option of an attack is worth the cost of the preparations; he could still very easily call "no-go" before the trigger's pulled if circumstances look less than favourable.

I think the "indirect control" plan, if it can even be called a "plan", is bananas and unworkable; the PRC has no jurisdiction over the Separate Customs Territory of Taiwan, Penghu, Kinmen and Matsu (which is a formal member of the WTO) and any attempt to declare border controls would be a legal nullity and would be ignored. I'm not saying they won't claim to be doing this - the PRC claims a lot of things - but they would have to back it up with at least an actual blockade (either shooting or mining) and they know this. So that leaves us with three real options:

  1. Blockade Taiwan ("surrender or Taipei starves")
  2. Bombard Taiwan ("surrender or Taipei burns")
  3. Invade Taiwan ("who cares if you surrender, there's a guy with a bayonet in the Legislative Yuan"), presumably with a preceding bombardment

...with the latter two both having the option of pre-emptive strikes on US/Korean/Japanese assets in East Asia, or not doing that out of hope of keeping them neutral. Frankly, I'm not enough of a tactician to figure out which they're planning on; there've been exercises relating to all three primary scenarios so it's entirely possible they're intending on some degree of flexibility depending on how the situation develops.

Overall numbers - with the horizon of 12 months, I'd say a very uncertain 50%. I'm anchoring on the Paul Symon interview with WWIII being the default case (note that I think it's like 80% that the West comes in conditional on a Taiwan play, and 90% that cities get nuked conditional on the West intervening in a Taiwan play), but I've heard some noises more recently saying it might be more like 2027 so I've shaved a bit off.