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Culture War Roundup for the week of October 17, 2022

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PRC + TW legally in ongoing civil war experiencing a period of detente.

isn't as easy as it sounds

It's almost trivially easy.

Practically, PRC can simply mine TW ports, crater run ways, via overwhelming glide mines and MLRS all within PRC borders (that can hit anywhere in TW + adjacent). US + co doesn't remotely have the demining, sealift or airlift capacity to logistically support TW off PRC waters. Nor will they convince any commercial fleet/insurers to go on suicide mission of... invading One China territory. It's like how Operation Starvation crippled JP during WW2. Except TW is much smaller than JP and PRC is a much larger industrial power than US during wartime. PRC can unilaterally render TW inaccessible - it can blockade TW with basically zero sustained naval or air effort and shift risk to US actions. And really if US/JP try to run the blockade they're legally invading into Chinese sovereign territory and it's WW3 anyway. TW may have chance to survive a PLA invasion, but IMO no chance of breaking a PRC blockade. Folks are grossly underestimating the proponderous of advantages PRC has off her coast.

US buildup

You just put more assets within PRC A2D2 bubble. Safe distance for US surface fleet is beyond 1st island chain right now.

risk that an actual shooting war will be against the US

There's also the political dimension of A) wanting to favourable localized war with US where PRC has advantage. B) worthwhile to gamble US inaction which will reverabate within region on status of US capability/commitment.

If your "blockade" requires lobbing missiles at your opponent just to get it off the ground, then I think you've already gotten to the hot war stage. And this isn't "trivially easy"; Taiwan has hundreds of missiles capable of hitting the Chinese mainland, and they're ramping up production as we speak. If Taiwan starts getting hit you can bet your bottom dollar that there will be retaliatory strikes against the Chinese mainland, regardless of whether the US intervenes or not. Even still, once China takes any action the effect on shipping isn't going to be limited to Taiwanese ports; all cargo in the area is going to become uninsurable. China will be hit with sanctions, but it probably won't matter since their biggest ports will be out of commission anyway.

Blockade IS a hot war already. The concern isn't hot war with TW, but hot war with US by deterring US intervention. Start with mining to disable harbours which is grayscale enough not to be considerd "kinetic" but more than enough to stop bulk energy/calorie goods. Shifts onus on TW to escalate to homeland strikes. Cratering runways is just exta level of petty that prevents strategic materials from being Berlin airlifted.

uninsurable

Why would PRC hit shipping not bound for TW, i.e. engage in commercial ships within 12nm of TW/PRC territorial waters? There were old studies about redirecting shipping east of TW outside of Chinese EEZ with increased fuel + insurance costs measured in low double digit percentages. As someone who followed this space for 20+ years, the narrative that war in TW strait or adjacent will ruin regional shipping was propaganda for giving TW greater significance prior to semiconductors.

Taiwan has hundreds of missiles

...

biggest ports will be out of commission

As with resumption of PRC TW hotwar, having mainland hit by TW is assumed. In Syria, US launched ~100 cruise missiles / TLAMs for 8 small targets, of which non trivial amounts were intercepted using antiquated RU anti air systems. Estimates for # of missiles needed to degrade PRC's SCS bases is high several 100s, i.e. significant % of USN's deployed VLS in region. Extensive concrete infra soaks a lot of hits. In UKR almost 4000? (have not kept up to date) RU missiles did managable damage on UKR war capacity. UKR has fraction of a fraction worth of targest relative to PRC and even less ability to recover. You're grossly overestimating the damage potential of TW stockpiles.

Just from a weaponeering perspective, TW has minimal capacity to take out an impactful amount of PRC infra, especially huge ports, which PRC can repair rapidly because TW can't generate high volume of fires in a single salvo, while their stockpiles even with projected acquistions are still paltry, which wouldn't survive PRC retaliatory fire anyway. Assuming the they can launch a surprise salvo without being discovered - there's limited places on a small island that is heavily monitored to bunker/prep launchers. TW can crank defense spending to 10% of GDP and island still won't have capacity to conventionally degreate PRC in any meaningful or prolonged way. The quantity (and current quality) differential is just that great, i.e. PRC aviation can drop 1000s of mines on TW ports in one sortie. It's not the preferred blockade scenario in terms of strategic flexibility, but in terms of blockading the island into sealed crypt, it is that trivially easy.