Cadence of Conflict: Asia, June 17, 2019

Trump’s so-called “trade war” with China was never any failed attempt at relations. It was a way to get American companies out of China before the inevitable crud hit the fan. With Hong Kong’s government ignoring it’s people, we can see Trump’s wisdom with China.

One million people in a population of just over 7 million protested a Beijing-backed extradition law in Hong Kong. Protests continued all week until a second, larger march returned one week later. What in the world is happening in the Far East? To understand Hong Kong, first take a look at Taiwan.

Much like the Asian Mad Scientist Theorem for North Korea, consider the Taiwan Schedule Theorem, as follows: Unknown to the world, China has a military expansion schedule which requires possession of Taiwan. By a certain time, Beijing wants to use Taiwan’s harbors to anchor China’s Navy. Anything that threatens or delays that schedule causes China to take more extreme steps elsewhere, in fact anywhere, anyway. This isn’t truth; it’s a theorem that explains a lot.

For example, the DPP being elected in 2016 meant a slow in China’s schedule for Taiwan—according to this theorem. That led Beijing to lean on Taiwan’s allies, making them break off formal relations with Taipei.

With this theorem in mind, the goal of the US would, then, be to make as many disruptions with China’s “Taiwan schedule” as possible, provoking China to exhaust its “other” ways to respond to schedule delays. Trade would be one way China could respond to schedule delays. But, the US trade war already removed “trade” as way to retaliate.

Another way China expands its power is through unofficial loans. Sri Lanka had to surrender a strategic sea port to China because of debt. Moreover, if countries borrow Chinese money off the books, then government bond values are inaccurate. Under-the-table lending is another rout China can take if the “Taiwan schedule” gets delayed, but that’s been exposed and won’t be so easy in the future.

China’s getting boxed-in and Taiwan absorption seems farther and farther away.

With snowballing US-Taiwan cooperation—including the FBI scene last week, also including the $2 Billion in arms sales—China will see more delays. Protesting the G20 set for June 28, 2019 in Osaka would be another way Beijing could retaliate for delays in absorbing Taiwan. But, Trump already promised tariffs on yet another $300 Billion in goods if Xi Jinping doesn’t show.

Chinese ambassadors to G20 countries are promoting anti-US sentiment. Will those countries be likely to side with China against the US just because a Beijing ambassador told them what to do? Even Hong Kongers don’t like Beijing telling their CEO what to do. Perhaps Beijing doesn’t know that. Perhaps Beijing knows, but doesn’t care. Perhaps everyone “kowtowing” to China’s demands over the last 40 years has led the Chinese to believe they are more influential than they really are. Beijing doesn’t seem to be aware of where it stands with international opinion. But, it might find out soon.

Does any Chinese president show up where he is not welcome? Think about that…

With Trump’s G20 threat in place, if Xi Jinping shows up at G20 where his anti-US diplomacy efforts “un-welcomed” him, then people will think he succumbs to threats and is weak. If he doesn’t show, then Trump will lecture China publicly about “keeping a schedule” while Xi’s country faces tariffs on $300 Billion of goods, and Xi will be seen as weak. More importantly, with new tariffs, China would be even less able to retaliate to delays in the “Taiwan schedule”. Either way, drama over G20 exhausts China and leads to a checkmate.

If Taiwan is considered a playing “card”, then it is a “trump” card, as they say. Taiwan might be a chess piece, but not one that gets sacrificed. Taiwan may be the pawn-turned-queen to hold the king in check at the end game.

Now, consider Hong Kong, where a “to other countries including China” extradition law brought out 1 Million Hong Kongers in protest, twice. CEO Carrie Lam outright ignored the protestorstwice. She’s sad—not about her proposed extradition law, but that the law is opposed. Ignoring 1/7th of the population when they march in the streets is a bad idea in any country, in any universe. But, Carrie doesn’t care, thus reflecting the worldview of any Beijinger.

Taiwan responded by deciding that it would not cooperate with the Hong Kong extradition law, even if passed, until “human rights” were addressed and only if Hong Kong heeded the opinion of its people in choosing whether to pass the law. Without Taiwan’s support, the largest—if not only—reason known to the public for the law has vanished. And, it’s all because of Taiwan.

One important factor in the “Taiwan schedule” is the upcoming election. Things seemed to be leaning toward Mayor Han of Kaohsiung for the KMT-Nationalist party. But, the events in Hong Kong over the past week have weakened Han and almost certainly assured a second term for Taiwan’s incumbent, President Tsai. That means only more delays in the “schedule”

If Beijing can’t get a grip on Taiwan quickly, Beijing will tighten its grip on Hong Kong even more.

But, Hong Kong is small and already attached to the mainland and doesn’t lend itself to much in the way of retaliation. Too many changes in Hong Kong law and countries will break treaty with Hong Kong and the “Asia’s World City” show will be finished. Once Hong Kong is no longer sufficient for Beijing to lash out over delays with Taiwan, the only retaliation left will be to invade Taiwan. That was Washington’s goal all along—a fight for Taiwan that requires Pentagon intervention—and long-term presence after—and China started it.

Beijing might be willing for a pro-unification candidate to win  Taiwan’s election. But, if other things crowd in too quickly—say the US normalizes with Taiwan—the 2020 election wouldn’t help the “Taiwan schedule” either way. Beijing needs to give Washington a reason not to formalize ties with Taipei, and so far they haven’t. G20 will decide a lot; China voting “absent” will decide a lot more a lot more quickly. Based on this Taiwan Schedule Theorem, expect more jeers and insults leading up to G20, from both sides, at the end of this month and expect Beijing to try every way to tighten its grip on Hong Kong.

Read More

Cadence of Conflict: Asia, June 10, 2019

Chinese rhetoric spiked over recent weeks. They made threats. Trump made threats. They made more threats. Trump and Xi are BFF, just like Xi and Putin, but Xi and Putin are BFF-er. Now, we move toward quiet action. If China stops exporting “rare earth metals” to the US, the US would simply get them from somewhere else. “Rare” means many countries can get them, but few actually do because China does it so much.

The US is selling several tanks and tank-buster rockets to Taiwan. Beijing isn’t happy—about the $2 Billion in weapons sales to Taiwan, but also because of the people who publicly express memory of what happened 30 years ago at Tienanmen Square.

Around the time Taiwan’s primaries finish, the US launches its first Ford-class carrier in October, larger than a Nimitz. It still has a year of training and won’t be commissioned until 2022.

Read More

Cadence of Conflict: Asia, June 3, 2019

The “Symphony Asian Mad Scientist Theorem” continues to play out. Trump engaged North Korea in talks that led to a calm without North Korea changing its DNA. Trump eventually reminded North Korea what everyone knew would be necessary to reach an agreement and North Korea stomped off.

Now, Trump comes off a marathon of wider-scope talks with China and continues to talk about talk, while the message is sent more clearly to China every day. China already knows what will be necessary to reach an agreement, its ambitions otherwise are classic Imperial-Confucian wishful thinking.

Over the weekend, the US and China exchanged insults at the International Institute for Strategic Studies in Singapore. America isn’t gonna’ tip-toe around China anymore! And, China will risk any and every cost and will defeat everyone who stands in the way! They sure told each other! We can’t say China didn’t warn us, just like China warned the world before the victorious Korean armistice and before China’s great and splendid invasion of Vietnam.

Don’t think for a second that Trump doesn’t care about Japan. If he really didn’t care about Japan—if he truly enjoyed the missiles recently launched by “Rocket Man”—he wouldn’t say so on camera. Remember, everything he says is being closely watched by a large and volatile North Korean neighbor which believes that everyone believes everything published in the press.

No matter how much anyone warns China of the dangerous pinball machine game it’s bouncing around inside of, they won’t change because China only ever and always remains true to its Imperial-Confucian values. Those values can and will never include “capitulating to outside demands”. China just won’t change, you see.

Read More

Cadence of Conflict: Asia, May 27, 2019

President Trump’s response to Kim Jong-Un’s recent missile party neither shows lack of a plan nor lack of respect for Japan; it show patience and insight. Gaining and maintaining trust and respect in difficult situations requires sureness in action and slowness in harsh words. Talk is cheap. These are politics, after all.

Trump has taken no action nor signed any orders giving Kim more permission. Many pundits and opinion commentators have speculated that Trump will have difficulty with Abe because of his patient words for Kim, but all of this speculation is speculation only. They are presenting a model to analyze Trump’s decisions, but that model is devoid of a grid of using “kind words” in the face of betrayal. Kim’s strategy has not deviated: provoke a US response. Trump’s words “defuse” that strategy, so to speak. Trump is no pretentious fool, more of a patient father.

The situation in China, however is heating up, obviously for the same reasons. Trump and Xi exchange similar words as Trump gives in response to Kim’s actions. They promise to prepare for talks while rallying their own citizens against each other. Rumors of peace are the surest sign that there is none just as provocation indicates a peace not easily broken.

Taiwan is gearing up for war, its war machine in full motion. Taiwan is beginning mass production of strategic strike responses. Taiwan is renaming one of its offices to include both “US” and “Taiwan” in the name, which is a first. These are not actions that have any intention of appeasing Beijing.

Then, there’s Hong Kong. Responses from the American government would view the SAR as no longer capable of diplomatic ties if the extradition law on the table is passed. This extradition law would likely isolate Hong Kong from North America and Europe. We know war is close, but “how close” will be known by whether Beijing allows “Asia’s World City” to internationally isolate itself.

Those promised and prepared talks between Beijing and Washington will only serve as size-ups, if they even happen.

Read More

Cadence of Conflict: Asia, May 13, 2019

Trump knew the Chinese all along, all too well. The “trade war” never risked creating a real war; the “trade war” was a ploy the whole time—part of an elaborate scheme to provoke the Chinese into striking too soon. He says talks are going well with China—he can’t not say that. China is indeed willing to have another talk. Trump announced tariff hikes and they still showed up. That’s not exactly bad on the part of the Chinese.

Trade might never go well, but the talks certainly are for now. When has talk in politics ever looked bad?

But, don’t make the mistake of thinking for even one second that negotiations aren’t going exactly as Washington planned, whether with China or North Korea. The US provoked Japan through trade wars and embargoes leading up to WWII. This isn’t just a strategy, it’s a proven playbook tactic, and China’s irritability is performing right on cue.

As Symphony said previously, the war will start when the US is ready to field-test the F-35 in an actual combat situation that we really need to win. The F-35 was made for this and, like nuclear technology at the end of WWII, if the US doesn’t use its fifth-generation fighter jets before Russia and China perfect theirs, it will have failed its initial purpose. Japan is ready to buy the worlds largest non-US fifth-generation F-35 fleet. They want the Marines’ vertical take-off model for their helicopter carriers. Perhaps those carriers also had a purpose all along.

Talk isn’t deteriorating, not with China anyway, but trade suddenly is. That’s because the F-35 is ready to make its entrance onto the world’s stage. Taiwan’s election could prove to be a convenient lynch pin.

Businessmen are the presidential trend. Foxconn Chair and Founder Terry Gou is running under the KMT, a political party whose platform is “Chinese-Taiwan re-unification”, yet he demands that China recognize Taiwan’s history of de facto existence; China never will. Moving some production from among Foxconn’s twelve factories in China back to Taiwan in Kaohsiung shows that his loyalties don’t reside in Beijing nor in Nanjing as KMT old-hats still pine for. He’s also beefing up supply in Houston, Indianapolis, and Mexico, atop his newest plant in Wisconsin. That will make the US less dependent on China and better ready for war. As an accomplished businessman, Terry will tear up the inexperienced populist Mayor Han of Kaohsiung in the primaries. After all, he brought jobs back to Kaohsiung.

Even if Gou loses primary or presidency, his campaign rhetoric, though less unacceptable to China than others, could force all other viable candidates to sympathize with Taiwan independence, if that proves to be the only electable platform. That’s more than likely. Equally likely, China will see no way to “talk” its way toward absorbing Taiwan. Talk would thus breakdown and “the military option” would be the trigger in the gas tank known as the South Sea. Then, F-35 moves to centerstage.

Trump says China has one month. If we make it that long, then China would be stupider than we thought because the F-35s would have more time to fuel up.

Read More

Cadence of Conflict: Asia, May 6, 2019

Fibers are starting to snap and the solutions brought by governments always include adding more tension to the frayed rope.

China heads more toward Maoism. A nation headed at warp speed into its past already has its future known.

Taiwan wrestles with itself, seeking endorsement and recognition from other nations while chaotic governance at home makes its next election uncertain. But, two things grow stronger every day in Taiwan: military and resolve. That’s a problem for some countries, one in particular.

If Taiwan isn’t the last straw, Korea could be. North Korea launched a missile for the first time in a long time. That wouldn’t have happened without backing.

The de facto consensus among the US, China, and everyone caught in between is simple: Make the rope snap ASAP by piling on as much load as possible. Even the strategy to improve Lockheed Martin’s F-35 program comes in the form of complaint. The F-35s are ready to go. A dance floor will magically appear in the Pacific once Washington finishes playing with the bubble wrap.

Read More