In March when the trade war was first starting to kick off China's representatives in America said: “If war is what the US wants, be it a tariff war, a trade war or any other type of war, we’re ready to fight until the end.”
Is that possible though? How realistic is the treat? Some like Secretary of Defense Pete Hegseth have said that China could take out the entire US Aircraft Carrier Fleet in 20 minutes and claim that the US consistently loses in war games against China. There is a critical issue with that though and that is the US has a massive tendency to overestimate their enemies capabilities. Look no further than Russia.
To get a better understanding of this I went diving into this over the last couple of weeks. There are a couple of people in the US military space I follow. I havent thought of them this way because they tend to just explain stuff but some might call them mil bloggers. The first one is Preston Stewart who does a great job in explaining geopolitics( war, conflict, national security) from a military perspective and the second one is Alex Hollings who is much more in the R&D side and explaining weapons systems. Both of these guys are fantastic sources who are highly regarded in the space and funny enough have been cited incorrectly by our advisories to explain how say Russia's Su-57 was a game changer the best war fighter ever made.
I continued to look at other things from both a historical context, the US has been in recent wars while China has not been in quite a while, as well as research published by reputable sources. That is where I found RAND Corporations "The Chinese Military's Doubtful Combat Readiness" report from earlier this year which had been recently updated.
What was found and the conclusion reached... well it made a ton of sense when you think about it in general.
- The Peoples Liberation Army (PLA) is focused on upholding CCP rule rather than preparing for war. It has prioritized political loyalty and enforcement of CCP rule over combat readiness
- China's population is in a decline and cracks have begun to show in society. For example just a couple of years ago there were protests in China at banks that resulted in military deployment. Having to focus on keeping the CCP in power over actual military action erodes preparedness further.
- War with the US directly faces few pros for China at this point and indirect methods like cutting off critical minerals or hacking among other methods would be much better for them.
- China has not fought since 1979 so most people in the military do not have any sort of war experience
For China starting a war would be the last thing they would want. This includes even Taiwan because they are not going to be able to capture the chip manufacturing facilities intact and they have driven TSMC to build factories in the US and look to build them in Europe as well. An invasion would be extremely deadly for China due to how Taiwan has structured its porcupine defenses and the Taiwanese people have continued to vote against pro-China parties so the population would fight tooth and nail just like we have seen in Ukraine.
When you factor in the crazy corruption that has been recently uncovered and how they keep firing generals and other top defense officials the PLA doesn't have a clean and clear pecking order and the equipment they do have.... its a solid question to ask what is real and works. For now it would seem China is going to make a ton of comments but very very unlikely to act upon anything.
It was just a few weeks ago they "launched" a brand new sub.... only for it to immediately sink to the bottom of the river and become unsalvageable.