CHINAMacroReporter

South China Sea & Taiwan

'It would not be accurate to say China claims the entire South China Sea as its sovereign territory because the Chinese are unclear about what exactly their claim is and what it is based on.'
by

|

CHINADebate

May 2, 2020
South China Sea & Taiwan

SOUTH CHINA SEA

1. SOUTH CHINA SEA: China's Claims

2. SOUTH CHINA SEA: China's Energy Intimidation

TAIWAN

1. TAIWAN: China Ramps Up Intimidation

2. TAIWAN: Is Now the Time for China to Invade?

3. TAIWAN: Could China Conquer Taiwan?

4. TAIWAN: Will the U.S. Defend Taiwan?

SOUTH CHINA SEA

1. SOUTH CHINA SEA: China's Claims

For more on China's claims, read the 501- page ruling, 'IN THE MATTER OF THE SOUTH CHINA SEA ARBITRATION.'

'It would not be accurate to say China claims the entire South China Sea as its sovereign territory because the Chinese are unclear about what exactly their claim is and what it is based on.'

Malcolm Riddell: ‘How do the Chinese justify their claims in the South China Sea?’

Bonnie Glaser: ‘The Chinese have never really made clear - I would say they are deliberately ambiguous - about what their claims are.’

  • ‘So it would not be accurate to say China claims the entire South China Sea as its sovereign territory because the Chinese are unclear about what exactly their claim is and what it is based on.'
  • 'And that applies to the Nine-Dash-Line (above) that China uses to assert sovereignty.’

‘The Chinese have said the South China Sea is historically theirs, based on their discovery of the islands, their naming of the islands, they're using of the islands.’

  • ‘The Chinese have asserted that because they were there first, that they have rights to fish or rights to energy, regardless where those take place in the South China sea.’

‘But the Philippines brought a suit against China disputing its claims.’

  • ‘And a July 2016 ruling by an arbitral tribunal, formed under the Convention on the Law of the Sea, found in favor of the Philippines; China rejected the ruling.’

‘Among other things, the tribunal found.’

  • ‘that China's “Nine-Dash Line” is invalid.’
  • ‘that historic rights - in this particular instance in the Spratlys - is not the basis for a legal claim.’
  • ‘that China’s assertion of a 200 nautical mile exclusive economic zone around these land features because they were islands is invalid.’

'So, the most China can claim now is in accordance with this ruling, even though it rejected it.’

  • ‘The Chinese are trying to come up with a claim of 12 nautical miles of exclusive territorial sea around the islands - not a blatant violation.’
  • ‘The United States challenges even these claims by sailing inside and through them.’

2. SOUTH CHINA SEA: China's Energy Intimidation

from the ASIA MARITIME TRANSPARENCY INITIATIVE, CSIS

‘When any of these countries has tried to survey for oil or drill for oil, China has very quickly responded and intimidated them from doing so.’

Malcolm Riddell: ‘What is China’s position on oil & gas exploration and drilling in the South China Sea?’

Bonnie Glaser: ‘China considers the South China sea to be a core interest.’

  • ‘We have seen over the last few years that China is pursuing its objective of gaining control over activities in the South China sea.’

‘In most instances, the Chinese are relying on paramilitary forces and maritime militia really to advance their administrative control and to prevent other countries - other claimants in the region – from developing new oil and gas sources.’

  • ‘The countries that are really the targets are the Philippines, Malaysia, and Vietnam.’

‘When any of these countries has tried to survey for oil or drill for oil, China has very quickly responded and intimidated them from doing so.’

  • ‘This is really to signal that China is no longer going to tolerate anything other than joint development.’
  • ‘If a country wants to survey for oil or drill, it's going to have to do so jointly with a state-run Chinese company.’

Malcolm: ‘How does China intimidate these countries?’

Bonnie: ‘Well, for example, in the last just a couple of months we’ve yet another episode of China's intimidation taking place off the coast of Malaysia.’

  • ‘Here’s what is happening.’

‘In December, a Malaysian state-run energy company contracted a vessel to explore two areas in the South China Sea, off the Malaysian coast, where has an extended continental shelf claim.‘

  • ‘This is in an area that is claimed not only by Malaysia but also by China and Vietnam. Both China of those countries sent ships.’

‘The Chinese sent a survey ship, the Hai Yang Di Zhi 8.’

  • ‘This ship is well-known.’
  • ‘Last year, it was operating last year off the coast of Vietnam, surveying inside of Vietnam's exclusive economic zone, because China was angry about drilling operations that were going on off the coast of Vanguard Bank.’

‘The United States has sent two Navy ships over the past week to these waters near Malaysia.’

  • ‘There is a report that these ships are operating within 50 nautical miles of the Malaysian ship that's there.’

‘The United States doesn't take a position on sovereignty in the South China sea in any of these sovereignty disputes – other than supporting the arbitral tribunal’s ruling in favor of the Philippines again China.’

  • ‘But this is a rare moment where the United States has signaled that it is concerned about Chinese bullying.’
  • ‘We saw once in 2014, the United States had sent a reconnaissance plane, a PA to overfly Second Thomas Shoal when the Chinese were intimidating the Philippines.’
  • ‘Thatwas a very far over a land feature, not a Navy ship close by.’

TAIWAN

1. TAIWAN: China Ramps Up Intimidation

‘Ever since President Tsai Ing-wen was reelected in Taiwan in January, we have seen Beijing ramp up pressure on Taiwan both diplomatically and militarily.’

Malcolm Riddell: ‘What are you seeing in Taiwan cross-strait relations these days?’

Bonnie Glaser: ‘Ever since President Tsai Ing-wen was reelected in Taiwan in January, we have seen Beijing ramp up pressure on Taiwan both diplomatically and militarily.’

‘On the diplomatic side, Taiwan has done a pretty good job of combating COVID-19 and has done so with technology and without shutting down schools or businesses – and is using this to promote itself.’

  • ‘That has led Beijing to be quite concerned about international support for Taiwan to rejoin the World Health Assembly, where it used to be an observer, and about international support expanding more broadly.’
  • ‘Within China, I expect the government is blocking information about Taiwan success - it doesn’t want people in China to see that a Chinese-organized society and democratic polity like Taiwan has been successful.’

‘On the military side, we are seeing a lot more Chinese military exercises against Taiwan.'

  • ‘New things, like the first ever 36-hour endurance nighttime exercise held by the PLA air force.’
  • ‘And large numbers of Chinese aircraft are crossing the centerline in the Taiwan Strait.
  • ‘All in all, a much higher volume and tempo of activities than we had seen prior to the election.'

2. TAIWAN: Is Now the Time for China to Invade?

‘I do not believe that China is going to seize U.S. distraction from the pandemic to invade Taiwan.’

Malcolm Riddell: ‘With the United States and the world distracted by the pandemic, do you see a potential for China to take advantage of to ramp up intimidation on Taiwan or even invade?’

Bonnie Glaser: ‘The U.S. military is mindful of the fact that the PLA might see that its preparedness is not quite what it usually is, given the large number of infections that we've seen in the U.S. military.’

  • ‘And there has been some signaling going on to the PLA to not take advantage of this situation and not miscalculate.’

‘One example:There have been two U.S. Navy transits through the Taiwan Strait already this month [April] - usually they're held once a month.’

  • ‘The Trump administration has made these public – in contrast, the Obama administration did not.’
  • ‘We also saw the B-52 bomber flights after some of the rather provocative Chinese military exercises that were taking place earlier this month.’

‘I do not believe that China is going to seize this opportunity to invade Taiwan.’

  • ‘The risks to China remain quite high, and there is no guarantee that the PLA will succeed.'
  • ‘Also Xi Jinping is consumed with domestic challenges.’

‘That said, I do think that China sees an opportunity to intimidate Taiwan more now - which is what they are doing.’

  • ‘We also see examples of this in Hong Kong and in the South China Sea.’
  • ‘So China’s bullying and intimidation are not limited to Taiwan.’

3. TAIWAN: Could China Conquer Taiwan?

'It's very hard to take over an island - that's of course what Taiwan is.’

Malcolm Riddell: ‘It was conventional wisdom for a great deal of my life, but China didn't possess the capabilities even if it had the will to retake Taiwan. What do you think now?’

Bonnie Glaser: ‘If you just look at the military balance between China and Taiwan, there is no doubt that China has military superiority.’

  • ‘But it's very hard to take over an island - that's of course what most of Taiwan is.’
  • ‘The largest island China could seize is Jinmen or Matsu. It might go after Taiping Island, which is the one land feature that Taiwan occupies in the South China Sea.’
  • ‘But taking over the island of Taiwan itself would be difficult for China.’

‘They are making progress but are still lagging behind in some capabilities.’

  • ‘In amphibious landing capabilities they're definitely catching up - for a while it wasn't a PLA priority, but now it is.’  
  • ‘China would be able to prevent Taiwan from dominating the airspace - it can probably take out Taiwan's fighter fleet. But if Taiwan continues to build its capabilities, for example, in numbers of surface-to-air missiles, it could prevent China from gaining that military superiority in the airspace.’
  • ‘China as good anti-submarine warfare capabilities, which would be against the United States, but also Taiwan.’

‘But even if the Chinese were able to land on the beach and somehow establish control, what would it take to control the entire island? Would there be an insurgency?’

  • ‘Maybe we need to draw some lessons from the protests in Hong Kong.’

‘The young people in Hong Kong are willing to stand up for their freedom. They've been willing to fight in the streets.’

  • ‘Some people think that the young people in Taiwan would not. I'm not so sure.’

‘The young people in Taiwan have grown up in a free society (which of course has only existed since really around 1990).’

  • ‘I think that maybe people – young and old - would fight in order to preserve it.’

4. TAIWAN: Will the U.S. Defend Taiwan?

‘That is my fervent hope.’

Malcolm Riddell: ‘If China did invade Taiwan, what would the U.S. do?’

Bonnie Glaser: ‘There are several factors that that might precipitate a U.S. intervention.’

  • ‘But we'd have to consider how this conflict started.’

‘If it were unprovoked and the Chinese just out of the blue decided we're impatient, we want to take over Taiwan, now is the time.’

  • ‘Yes, I think that the United States would come to Taiwan.’  
  • ‘It becomes a little bit more complicated if Taiwan has taken an action that provoked Beijing - perhaps an action that the United States even discouraged Taiwan from taking.’

‘The other factor is the American public's attitudes towards China - we don't know if Americans would really support the us coming to the defense of Taiwan.’

  • ‘In the past, public opinion polls have not shown that a vast majority of Americans would support it.’
  • ‘But today, we can look at the most recent poll this week showing that 66% of Americans now have a negative view of China.’
  • ‘Now, maybe that is to some extent specific to the COVID-19 So we'll have to see if that holds.’  

‘The strongest advocate of coming to Taiwan's defense is going to be the U.S. Congress.’

  • ‘And they matter.’

‘So I'm of the view that - given the trajectory of American attitudes towards China, and if Taiwan continues to elect leaders, like its current president, who are unprovocative and are just trying to preserve the status quo and Taiwan's autonomy - it is very likely that the U.S. government, Congress, and  American people would support intervention on Taiwan's behalf if China attacked.’

Malcolm Riddell: ‘That is my fervent hope.’

More

CHINAMacroReporter

March 21, 2022
Faint Cracks
For some time now we’ve taken it for granted that Xi Jinping has so consolidated his power that his will is China policy.
keep reading
March 13, 2022
Is China in a Bind?
It wants to support Russia, but also wants to support the international order from which benefits and doesn’t want to alienate the major economies its own economy is intertwined with.
keep reading
February 19, 2022
Under Construction: Two (Opposing) World Orders
Years ago, before the so-called ‘New Cold War,’ when asked what China issue interested me most, I said, ‘China and the liberal world order.’
keep reading
April 15, 2021
'TSMC faces pressure to choose a side in US-China tech war'
‘Taiwan Semiconductor Manufacturing Company (TSMC) has maintained its historic position of neutrality, reflected in the company’s strategy of “being everyone’s foundry”.’
keep reading
April 14, 2021
The Belt & Road in the Post-Pandemic World
In this issue of China Macro Commentary, I have focused just on the ‘Digital Silk Road’ and how it supports the business expansion of Chinese tech companies, and on BRI ‘connectivity’ projects: ports (China is involved in 93 around the world) and on the growing China-Europe freight trains traffic (This wasn't covered sufficiently in the Report, so I included a recent article from the Wall Street Journal), plus on the U.S.'s failure to meet the BRI challenge.
keep reading
April 13, 2021
'2021 Annual Threat Assessment of the U.S. Intelligence Community'
‘China increasingly is a near-peer competitor, challenging the United States in multiple arenas—especially economically, militarily, and technologically—and is pushing to change global norms.’
keep reading
April 13, 2021
In Battle With U.S. for Global Sway, China Showers Money on Europe’s Neglected Areas
‘The number of freight trains running between China and Europe topped 12,400 last year, 50% higher than in 2019 and seven times that of 2016, according to Chinese authorities.’
keep reading
April 11, 2021
'Why manufacturing matters to economic superpowers'
‘Whether such reshoring matters for national economies depends very much on the industry.’
keep reading
April 11, 2021
China in Jamie Dimon's Letter to Shareholders
‘China does not have a straight road to becoming the dominant economic power’.
keep reading
April 11, 2021
'Alibaba’s rivals on alert after China’s regulators hand out record fine'
“Everyone with a clear mind won't self-regulate, you just pretend that you do. Who will pay for the loss if you lost your competitive advantage because you self-regulated and others didn't?”
keep reading
April 10, 2021
Alibaba: 'Promote the healthy and sustainable development of the platform economy'
‘From the perspective of the long-term and healthy development of the platform economy, regulation by law and support for development are not contradictory, but are complementary and mutually reinforcing.'
keep reading
April 9, 2021
'The Best Explanation of Biden’s Economic Thinking I’ve Heard'
‘When President Biden’s thinking about the infrastructure investments necessary, a lot of it is in contraposition to what he is seeing China doing in terms of strategic investments.’
keep reading
April 8, 2021
Liu Ge: Competing with China a farfetched guise for US’ infrastructure plan
‘Historically speaking, it seems the only way for the US government to make costly public investments was to create an adversary that is presumed to threaten its security.’
keep reading
April 8, 2021
'Antony Blinken interview: The secretary of state offers a window into Biden's foreign policy decisions'
‘ “Our goal is not to contain China, hold China back, keep it down,” Blinken underlined.’
keep reading
April 8, 2021
'US adds Chinese supercomputing companies to export blacklist'
‘The Biden administration took its first trade action against China on Thursday, adding seven Chinese supercomputing developers to an export blacklist for assisting Chinese military efforts in a move that will likely further escalate frosty tensions between the world's two largest economies.’
keep reading
April 7, 2021
'Remarks by President Biden on the American Jobs Plan'
‘Look, do we think the rest of world is waiting around? Take a look. Do you think China is waiting around to invest in this digital infrastructure or in research and development?’
keep reading
April 7, 2021
China: 'Power Trader'
‘The theory of power trade better explains China’s economic and trade policies than does the theory of free trade or protectionism,’
keep reading
April 6, 2021
'Train Wreck: Ultimately companies have to choose.’
MUST READ: Bill Reinsch succinctly but brilliantly summarizes the situations in China and the U.S. and between the two.
keep reading
April 6, 2021
'Buy American!': Pushing U.S. Companies to Onshore Supply Chains
The debate about how to deal with China commercially ‘has moved in two directions: running faster—improving our innovation capabilities in critical technologies to better compete with China—and slowing China down by restricting its access to U.S. technology.’
keep reading
April 4, 2021
'Why Defending Taiwan is in the U.S. National Interest'
‘As long as Washington assesses that American security is best served by defending forward—an approach that has served the United States well over the past 70 years—Taiwan’s de facto independence will remain a key US interest and driver of American policy in Asia.’
keep reading
April 4, 2021
'Why China Is Going All "Wolf Warrior," All the Time'
‘All this is to say that, living in Beijing as I do, I think the current approach is predictable and consistent with everything else we are seeing in China in the New Era.’
keep reading
April 3, 2021
'With Swarms of Ships, Beijing Tightens Its Grip on South China Sea'
‘Not long ago, China asserted its claims on the South China Sea by building and fortifying artificial islands in waters also claimed by Vietnam, the Philippines and Malaysia.’
keep reading
April 2, 2021
'Genesis Celebrates Launch In China With Dazzling, World Record-breaking Drone Show Over Shanghai's Iconic Skyline'
'The spectacular visuals were coordinated to present the world of Genesis, delivering an audacious storytelling concept while also breaking the Guinness World Records for "The Most Unmanned Aerial Vehicles (UAVs) airborne simultaneously".’
keep reading
April 2, 2021
Mo' Infrastructure, Mo' Problems Copy
‘China’s reliance on building roads, railways and airports to support growth has caused a spike in debt, with some of that money funneled into unnecessary infrastructure and uneconomic boondoggle developments.’
keep reading
April 2, 2021
How Does the U.S. Compare to China?
Two reports from Bloomberg – ‘Biden Starts Infrastructure Bet With U.S. Far Behind China’ and ‘Biden’s Biggest-Ever Investment Plan for U.S. Still Trails China’ – highlight a few of the differences.
keep reading
April 2, 2021
USTR | '2021 National Trade Estimate Report on FOREIGN TRADE BARRIERS'
‘Made in China 2025 seeks to build up Chinese companies in the ten targeted, strategic sectors at the expense of, and to the detriment of, foreign industries and their technologies through a multi-step process over ten years.’
keep reading
April 2, 2021
‘2021 Report Card for America’s Infrastructure’
‘The 2021 Report Card for America’s Infrastructure reveals we’ve made some incremental progress toward restoring our nation’s infrastructure.’ ‘For the first time in 20 years, our infrastructure is out of the D range. America's Infrastructure Scores a C-.’
keep reading
April 2, 2021
'US to make it easier for diplomats to meet Taiwanese officials'
'Plan to loosen restrictions on contacts with Taipei threatens to provoke China.'
keep reading
April 2, 2021
Biden Starts Infrastructure Bet With U.S. Far Behind China
Even though he didn’t rely solely on the China challenge to justify his new American Jobs Plan; devoted to infrastructure and more, President Biden certainly he had China in his sights. Because as Jonathan Hillman, a senior fellow at the Center for Strategic and International Studies, wrote“The United States is entering what could be a decades-long competition in which economic and technological power will matter just as much, if not more, than military might.” “Starting this race with decaying infrastructure is like lining up for a marathon with a broken ankle.”
keep reading
April 2, 2021
President Biden Lays Out His ‘American Jobs’ Plan
‘It has become a cliché in U.S. policy circles that the best China policy is to invest in core U.S. capabilities: education, infrastructure, and research and development,’ writes Evan Medeiros of Georgetown University in ‘How to Craft a Durable China Strategy,’ in Foreign Affairs.
keep reading
April 2, 2021
'China’s Dangerous Double Game in North Korea'
‘Beijing’s North Korea policy is primarily motivated by a desire to counter U.S. power in the Asia-Pacific region and increase Chinese influence on the Korean Peninsula.
keep reading
April 2, 2021
'Japan’s Suga to Be the First Foreign Leader to Meet With Biden'
‘Japan walks a narrow line as it seeks to maintain close ties with its only military ally, the U.S., while avoiding damage to economic ties with its biggest trade partner, China.
keep reading
April 1, 2021
'Convicted in Hong Kong'
‘Everyone in the former British colony understands the message being sent from Hong Kong’s new masters in Beijing:’
keep reading
April 1, 2021
'U.S. dollar at risk as China races ahead on digital yuan'
‘So why should America care about any of this?’
keep reading
April 1, 2021
PRC Foreign Ministry Response to the USTR's 'National Trade Estimate Report'
‘The accusations and slanders made by the US against China's industrial policies are groundless.’
keep reading
March 31, 2021
'Consumer boycotts warn of trouble ahead for Western firms in China'
‘Western executives in China cannot shake an unsettling fear that this time is different.’‘Their lucrative Chinese operations are at rising risk of tumbling into the political chasm that has opened between the West and China.’
keep reading
March 31, 2021
'How the Pandemic is Changing the Belt & Road Initiative'
‘The building of roads, railways, ports, and power plants is giving way to a BRI centered on technology—primarily telecommunications, connectivity, health care, and financial services.’
keep reading

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.