Great Power Rivalry & Evolving Risks For Multinational Corporations

Suggested Citation: Gabriel Collins, “Great Power Rivalry & Evolving
Risks For Multinational Corporations
,” Ideas Deck, 27 November 2023, https://collinsresearchportal.com/wp-content/uploads/2023/11/collins_great-power-competition-and-evolving-risks-for-multinational-corporates_27-november-2023.pdf

The golden age of globalization that existed between 1991 and the mid-2010s has now decisively closed. Global trade is still vital and pockets of opportunities abound, but the geopolitical load that trade & transactions occur under is now far heavier than at any point since the Cold War era. Most of today’s business leadership class was formatively shaped by a world of relatively unfettered access to opportunity, one where political and geostrategic concerns took a back seat compared to production and transport economics. That world is now firmly in the rearview.

Geopolitical competition is now reasserting itself in a big way. Furthermore, the landscape is far more complex than it was during the Cold War, when the world was cleft into two large, relatively neatly defined blocs (three if you count the Non-Aligned Movement). Now, no matter where you are located or what you produce and trade, it’s almost impossible to avoid contact with the rival and intertwined Chinese and American commercial ecosystems and barring a massive war, this state of affairs looks likely to endure for decades to come. Welcome to “Great Power Rivalry & Evolving Risks for Multinational Corporations!” The full presentation can be downloaded here.

Beijing’s Bloodless Takeover of Taiwan’s Semiconductor Industry and How to Stop It

Suggested Citation: Collins, Gabriel and Andrew S. Erickson. 2023. Silicon Hegemon: Could China Take Over Taiwan’s Semiconductor Industry without Invading? Report no. 09.27.23. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://doi.org/10.25613/D4ER-0D37.

Full Report PDF here

A Scenario of Concern

Imagine the following hypothetical contingency:

August 1, 2027, 0600 CST, Beijing: Having achieved Xi’s Centennial Military Building Goal, China’s armed forces now offer their Commander-in-Chief a full toolbox of military capabilities regarding Taiwan. Xi insists as never before on changing cross-Strait conditions on his own terms. During this relentless ramp-up over the past several years, progressive intensification of an all-domain pressure campaign heightened fears in Taiwan. Efforts to address them amid increasingly polarized politics have opened up unprecedented vulnerabilities in Taiwan’s economy to PRC ownership and influence.

Beginning May 1, 2024, the PLA began intensive but intermittent live fire “exercises” around Taiwan. Hundreds of munitions have been fired at flying, floating, and subsurface targets offshore from the key avenues of approach to the island. Beijing issued notices to mariners and airmen to avoid the entire periphery of Taiwan. As exercises commenced, Xi personally spoke with the heads of key vendors and customers of Taiwan Semiconductor Manufacturing Company Ltd. (TSMC), United Microelectronics Corp. (UMC), and Powerchip Technology Corp. to assure them that shipments to and from those firms’ fabrication plants[10] as well as coal and gas shipments to power plants supporting the fabs are secure.

Beijing has demanded that aircraft seeking to land in Taiwan first land at the Xiamen Gaoqi International or Quanzhou Jinjiang international airports and that ships first call at PRC ports or anchor in an inspection zone off the coast of Fujian province for inspection. Other vessels and aircraft have been intercepted offshore by PRC “safety escorts” and ordered to exit the area.

Many shippers have avoided sailing into the area following warnings from their London-based insurers, and most air cargo services have halted operations for as long as PRC military activities continue in Taiwan’s vicinity. As food and fuel stockpiles dwindle and unemployment rises, Taiwan faces an internal political crisis, and voices supporting accommodation with Beijing are gaining strength. Meanwhile, the White House has so far refused to have U.S. military assets transit PRC exercise exclusion zones to uphold freedom of navigation.

This morning the heads of China’s National Integrated Circuit Industry Investment Fund and Semiconductor Manufacturing International Corporation called TSMC’s chairman with a private offer: They have a line of credit from China Investment Corporation to purchase a 51% controlling stake in TSMC, whose market capitalization has fallen from $700 billion at the onset of China’s action to $300 billion now. If TSMC and Taipei accept the deal, Beijing has pledged upon its financial closing to defend all future air and sea traffic in and out of the island. Alternatively, it may continue unspecified “exercises” for weeks or months to come.

Such a gambit could tempt Beijing with a favorable risk/reward balance…Full Report

Deeper China-Russia Strategic Cooperation: Impacts in the Arctic and North Pacific

Given recent Sino-Russia flotilla steaming through Aleutians vicinity, it makes sense to carve out a subsection of our Naval War College Review article on cooperation between the countries late last year.

The “stuck in traffic” version is about six lines below these words. For the “nightstand reading” full edition, go to: Andrew S. Erickson and Gabriel B. Collins (2022) “Putin’s Ukraine Invasion: Turbocharging Sino-Russian Collaboration in Energy, Maritime Security, and Beyond?,” Naval War College Review: Vol. 75: No. 4, Article 8. https://digital-commons.usnwc.edu/nwc-review/vol75/iss4/8

Key Threat Vectors…

Beyond the realm of technology and intelligence, there is one major military advantage that Russia conceivably could offer to China: naval, and possibly air, basing access in geographies of high strategic interest. China seeks overseas basing and access in a range of countries, but none of the current or likely additional near-term locations have airfields yet.[i] Occasional access to Russian airfields could enable Chinese Y-20s to refuel or have crew rest, thereby extending options for military diplomacy, noncombatant evacuation operations (NEOs), and other activities farther from China.

For more-sensitive military aviation operations, access to Chuguyevka Air Base north of Vladivostok (from whence Viktor Belenko defected by flying his MIG-25 to Hakodate, Japan, in 1976) or the Dolinsk-Sokol Air Base on Sakhalin (from whence came the Su-15 that shot down commercial airliner KAL 007 in 1983), Yelizovo in southern Kamchatka, or Klyuchi in northern Kamchatka all would be relevant for establishing new PLA aerial vectors of approach to Japan or to reconnoiter/interdict American air approaches from Alaska, including the Aleutians. Some of these could require infrastructure upgrades to host a PLAAF presence. But as a general premise, facilities that hosted Soviet tactical aircraft (or continue hosting the Russian Air Force today) could immediately–or with some minor upgrades–be configured to host Chinese airframes that in the case of the J-11/15/16 series are very nearly members of the Russian Flanker family.

On the naval side, access to Russian Pacific Fleet facilities would facilitate a sustained PLAN presence in the Sea of Japan. The most strategically meaningful step for Moscow would be to grant PLAN SSBN access to Russia’s two major submarine ports: the Rybachiy submarine base near Petropavlovsk on the Kamchatka Peninsula in the Pacific and the Sayda-Guba (Sayda Bay) submarine base on the Kola Peninsula in the Barents Sea. Cold War operations may suggest a limited-access model: U.S. SSBNs used to operate out of Holy Loch, Scotland, and Rota, Spain, but still pulled in to Faslane, Scotland from time to time. They were not homeported there, but access allowed them logistical support to operate better and far forward. Alternatively, to operationalize such an opportunity fully, particularly given current limitations in Russian infrastructure, the PLAN conceivably might seek a dock and dry dock at Rybachiy, or Sayda-Guba, or both, and it might base a submarine tender there—all highly visible signs for which to monitor. Even if Chinese submarines used Russian infrastructure to try to maintain a lower profile, the exposed open-air piers of Rybachiy or Sayda-Guba would permit regular overhead observation via optical and synthetic-aperture radar satellites, among other means.

A major appeal of Russian port access would be to allow PLAN SSBNs to operate within protected bastions from which their submarine-launched ballistic missiles (SLBMs) could range key targets while minimizing U.S. and allied submarines’ ability to track, trail, and hold them at risk. China doubtless is extending the range of its JL-2 and next-generation JL-3 SLBMs, including by replacing aluminum skin with lighter composite materials, but it has not yet demonstrated mastery of SSBN quieting and clearly lacks experience. Type 094 SSBNs seem too noisy for effective open-ocean deterrence patrols.[ii]

Within a bastion in the Sea of Okhotsk that Russia works so hard to protect, China could deploy SSBNs with next-generation JL-3 SLBMs that might well have range to reach anywhere in the continental United States, including Washington, DC, via great-circle routes. Rybachiy also would offer proximity to Arctic sea-lanes in which PLAN strategists have expressed great interest for naval presence in general and potential incipient submarine operations in particular. The Kamchatka Peninsula port is navigable year-round for priority vessels such as submarines that could have icebreakers assigned to them to clear channels through any ice. While Sayda-Guba is far from China, it lies within a bastion that Russia has even greater capacity to protect, and it would allow even range-limited JL-2 SLBMs to cover Europe fully and most of North America.

The Pentagon’s 2019 China report states that “a strengthened Chinese military presence in the Arctic Ocean . . . could include deploying submarines to the region as a deterrent against nuclear attacks.”[iii] The Russian military historian Alexander Shirokorad articulates precisely such an approach. After highlighting the challenges that PLAN SSBNs face in operating undetected in Asia-Pacific waters and in covering the continental United States, he suggests, “In venturing to the Arctic, the Chinese ‘immediately kill two birds with one stone’: significantly decreasing vulnerability and simultaneously reducing the distance to potential targets.”[iv]

At a minimum, the following low-end model appears to be relatively likely: China has not learned lessons of operations in the Far North yet, it aspires to be there for competition and to protect northern passage sea-lanes for PRC trade, and it wants to develop a partnership that may facilitate technology transfer from Russia (particularly if economically advantageous). If Russia and the United States, and any other nation, are going to operate there, then—even if only for the peer recognition—China will want to operate there also. It may do so only episodically (annually), with perhaps a cooperative visit to Rybachiy, such as during a {LSC}Vostok exercise. With further development of land-attack cruise missiles (LACMs), the PLAN could extend reach and threat axes, but it is probably better suited to operations in the northwest Pacific and even the northern Pacific.

…And Potential Limitations

Sino-Russian interactions over the past decade concerning the Arctic have been more tense than would be expected from countries that truly saw each other as strategic partners. For instance, Russia blocked Chinese vessels from conducting surveys along the Northern Sea Route in 2012 and in 2020, and Russian officials arrested the head of the Arctic Civic Academy of Sciences on charges of providing classified information to PRC intelligence entities.[v] On the basis of recent trends, it appears that Russian distrust will modulate Sino-Russian Arctic cooperation aside from very specific areas, such as investment in energy facilities. PRC access to Arctic-adjacent submarine facilities would be a game changer sufficient to warrant continued close observation, although the probability of such events manifesting appears uncertain. Time will tell. Russian behavior in the South China Sea may offer a glimpse of at least one plausible future for Sino-Russian Arctic interactions. Rosneft’s Vietnamese subsidiary has continued drilling within Vietnam’s exclusive economic zone (EEZ) despite PRC displeasure and China Coast Guard harassment. Russian Foreign Minister Sergei Lavrov apparently declined a 2019 request by PRC Foreign Minister Wang Yi to halt Rosneft’s drilling in that area.[vi] The self-interest governing the actions of Russia—and its parastatal firms—as well as the geopolitical dimension would be magnified in the Arctic region. Unlike the distant South China Sea, the Arctic is a proximately located zone of high importance to Russian economic and national-security interests.


[i] DoD 2021,pp. xi, 130–32.

[ii] “Submarine Quieting Trends,” in The People’s Liberation Army Navy: A Modern Navy with Chinese Characteristics (Suitland, MD: Office of Naval Intelligence, August 2009), p. 22, available at irp.fas.org/; The People’s Liberation Army Navy: New Capabilities and Missions for the 21st Century (Suitland, MD: Office of Naval Intelligence, 2015), pp. 16–17, available at http://www.oni.navy.mil/.

[iii] U.S Defense Dept., Military and Security Developments Involving the People’s Republic of China 2019 (Washington, DC: Office of the Secretary of Defense, 2 May 2019), p. v.

[iv] Александр Широкорад [Alexander Shirokorad], “Борьба за Арктику нарастает: Зачем Китаю необходимы новые районы боевого патрулирования подводных ракетоносцев” [The Fight for the Arctic Is Escalating: Why China Needs New Submarine Patrol Areas], Независимое военное обозрение, [Independent Military Review], 17 May 2019, nvo.ng.ru/; and translation of quotation from Lyle J. Goldstein, “Chinese Nuclear Submarines Could Soon Be Visiting Russian Arctic Ports,” National Interest, 15 November 2020, nationalinterest.org/. Shirokorad hypothesizes extensively and gets some key points wrong, which are not addressed in Goldstein’s analysis. Shirokorad suggests incorrectly that operating under pack ice is an important advantage for Russia’s Northern Fleet, whereas in fact under pack ice there is no sea state (by definition); little to no shipping, therefore minimal background noise; and thus, little acoustic concealment. The real Northern Fleet benefit is operating not under multiyear pack ice but in the marginal ice zone, which has very high background noise—from wind, ice collision, and shipping.

[v] Jeremy Greenwood and Shuxian Luo, “Could the Arctic Be a Wedge between Russia and China?,” War on the Rocks, 4 April 2022, warontherocks.com/.

[vi] The authors thank Professor Alexander Vuving for these insights.


US LNG Is a National Security Asset

The United States’ rich domestic energy resource base and the industrious drillers, financiers, and service company folks that bring those molecules to market play a critical national security role. Unlike most other major global suppliers, LNG cargoes leaving US ports are purely the product of private enterprise by a supply web counting thousands of firms. But the flow is a national asset nonetheless.

Gas is emerging as the bridge between the energy portfolio of today, that of 2030, and that of 2050 and beyond. It is the most powerful force humanity has found yet for displacing coal use and setting the energy economy on a structurally lower-emissions path.

Gas is a geoeconomic force multiplier. US gas helps chip away at coal use in China. It also empowers American manufacturers through lower energy costs. American gas abundance also helps insulate our friends and partners abroad from Russian energy coercion.

Regardless of one’s ideological persuasion, it is likely to remain a centerpiece of American (and global) energy security for a long-time to come. And there is likely even more and better to come. By 2028, US LNG exporters could plausibly have the capacity to put considerably more gas into the global market than Russia’s Europe-bound pipelines did before Moscow’s ongoing war against Ukraine.

Further Reading

–Steven Miles and Anna Mikulska, “Who’s To Blame For Exorbitant Natural Gas Prices In Europe? Hint: Maybe Not Who You Think,” Commentary, 26 October 2022, https://www.bakerinstitute.org/research/whos-blame-exorbitant-natural-gas-prices-europe-hint-maybe-not-who-you-think

–Gabriel Collins, Anna Mikulska, and Steven Miles. 2022. Winning the Long War in Ukraine Requires Gas Geoeconomics. Research paper no. 08.25.22. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://www.bakerinstitute.org/research/winning-long-war-ukraine-requires-gas-geoeconomics-0

–Miles, Steven R. and Gabriel Collins. 2022. A Bridge Over Troubled Water: LNG FSRUs Can Enhance European Energy Security. Issue brief no. 03.29.22. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://www.bakerinstitute.org/research/a-bridge-over-troubled-water-lng-fsrus-can-enhance-european-energy-security

–Gabriel Collins, Kenneth B. Medlock III, Anna Mikulska, Steven R. Miles, “Strategic Response Options if Russia Cuts Gas Supplies to Europe,” 11 February 2022, Baker Institute Research Paper, https://www.bakerinstitute.org/research/strategic-response-options-if-russia-cuts-gas-supplies-europe

–Collins, Gabriel and Anna Mikulska. 2021. Gas Geoeconomics: A Strategy to Harden European Partners Against Russian Energy Coercion. Policy brief: Recommendations for the New Administration. 02.12.21. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://www.bakerinstitute.org/research/gas-geoeconomics-strategy-harden-european-partners-against-russian-energy-coercion

Competition First? Anchoring U.S. Climate & Energy Strategy Amidst Geostrategic Competition With China

Resurfacing this one from about 15 months ago, as it is becoming more salient with passage of the IRA and continuing intensification of China’s attempts to strategically undermine and displace the US.

Full slide deck downloadable here

Suggested Citation:

Gabriel Collins, “Competition First? Anchoring U.S. Climate & Energy Strategy Amidst Geostrategic Competition With China,” Houston, TX, November 2021.

Further Reading:

–Andrew S. Erickson and Gabriel Collins, “Competition with China Can Save the Planet: Pressure, Not Partnership, Will Spur Progress on Climate Change,” Foreign Affairs 100.3 (May/June 2021): 136–49. https://www.foreignaffairs.com/articles/united-states/2021-04-13/competition-china-can-save-planet

Gabriel B. Collins and Andrew S. Erickson, “China’s Climate Cooperation Smokescreen: A Roadmap for Seeing Through the Trap and Countering with Competition,” (Houston, TX: Baker Institute for Public Policy, Rice University, 31 August 2021). https://www.bakerinstitute.org/sites/default/files/2021-08/import/ces-pub-china-climate-083121.pdf

Gabriel B. Collins and Andrew S. Erickson, “China Is Laying Climate Traps for the United States,” Foreign Policy, 2 September 2021. https://foreignpolicy.com/2021/09/02/china-climate-traps-carbon-dioxide-emissions/

Holding The Line Against China’s Revisionist Threat: The Next 12 Years

A Strategy to Offset China’s Revisionist Actions and Sustain a Rules-Based Order in the Asia-Pacific

This slide deck has been evolving over the past couple of years and the ongoing set of actions by the PRC only re-emphasizes the importance of many of the policy items mentioned therein.

Full slide deck downloadable here

Based On: Gabriel B. Collins and Andrew S. Erickson, “Hold The Line through 2035: A Strategy to Offset China’s Revisionist Actions and Sustain a Rules-Based Order in the Asia-Pacific,” Houston, TX: Baker Institute for Public Policy, Rice University, 12 November 2020, https://www.bakerinstitute.org/media/files/files/1e07d836/ces-pub-asiapacific-111120.pdf  

Putin’s Ukraine Invasion: Turbocharging Sino-Russian Collaboration in Energy, Maritime Security, and Beyond?

Putin’s war of choice in Ukraine goes far beyond Javelins, the High Mobility Artillery Rocket System (i.e., HIMARS), and Russia’s campaign of destruction against the second-most-industrialized post-Soviet state.

Shock waves from the war now wash across the shores of maritime Asia, with years of unfolding impacts ahead. Accordingly, this article takes readers through a journey featuring ecosystems inhabited by oil barrels, gas pipelines, submarine technologies, jet engines, and basing access. It also will explore China and Russia’s centuries-old relationship cycle of fear, temporary bonds of common cause, and division anew. In coming months and years, China will tap the Russian raw material storehouse more deeply.

But a Moscow under duress and isolation could yield far more than cheaper oil and gas; Russian military pinnacle technologies—particularly in the undersea-warfare realm—could be coupled with China’s financial resources and industry to tip the Indo-Pacific security balance in favor of a Sino-Russian axis of autocracy at the expense of the United States and its allies and partners.

Recommended Citation:

Erickson, Andrew S. and Collins, Gabriel B. (2022) “Putin’s Ukraine Invasion: Turbocharging Sino-Russian Collaboration in Energy, Maritime Security, and Beyond?,” Naval War College Review: Vol. 75: No. 4, Article
8. Available at: https://digital-commons.usnwc.edu/nwc-review/vol75/iss4/8

U.S. Corporations and China-Taiwan War Risk

Suggested Citation: Gabriel Collins, “U.S. Corporations and China-Taiwan War Risk,” Collins Research Portal Note #9, 24 October 2022, https://collinsresearchportal.com/2022/10/24/u-s-corporations-and-china-taiwan-war-risk/

I had the privilege last week of being a panelist at an excellent OSAC (Overseas Security Advisory Council) event where multiple China-centered risk factors came up. Having reflected a bit on the session, I’m sharing four additional thoughts that corporate managers and their security staffs should consider as tensions over Taiwan rise.

Item 1: A shooting war between China and the U.S. and/or its allies is an uncomfortably real possibility in the next decade. China’s reaffirmation of its intent to displace the US in Asia means that competition will likely intensify and potentially escalate into direct physical conflict. As General Secretary Xi Jinping told the world in his opening speech to the 20th Communist Party Congress on 16 October 2022: “Taiwan is China’s Taiwan. Resolving the Taiwan question is a matter for the Chinese, a matter that must be resolved by the Chinese. We will continue to strive for peaceful reunification with the greatest sincerity and the utmost effort, but we will never promise to renounce the use of force, and we reserve the option of taking all measures necessary.” [emphasis added]

The PRC is telling us that it will never recognize an independent, democratic Taiwan. It will instead use whatever means may be necessary to subjugate it and reincorporate it into the PRC. China’s leaders are making their strategic intent clear and have a track record of achieving ambitious goals ahead of time. We thus face a decade of maximum danger in U.S.-China relations. A PRC attack on Taiwan is a real possibility and as U.S. Chief of Naval Operations ADM Mike Gilday recently put it, “we need to be ready to fight tonight.”

Beijing’s rising belligerence over Taiwan—reflected most recently in its response to Speaker Pelosi’s August 2022 visit to the island—presents a stark challenge for American policymakers. Either the U.S. ensures it is ready to fight tonight and prepares itself and Taiwan accordingly or else it accommodates Beijing and in doing so cedes the initiative and undermines its regional position. Muddled policy approaches will not deter Beijing and in fact, could increase the risk of miscalculations that devolve into war.

As the U.S. military prepares to “fight tonight,” corporate security departments should likewise rush to completion their own preparations to ensure that Taiwan-based staff can access hardened air raid shelters, maintain connectivity through services like Starlink if subsea cables are cut, and have sufficient provisions to shelter in place for 30 days or longer.

Item 2: Your company is a PRC target in more ways than you may appreciate and many of the core risks are “here and now” propositions. Even if it generates no revenue from the Chinese market, it has downside exposure. A grid-management vendor or wind/solar operator may have software and/or hardware worth stealing. For instance, iron salt or solid-state batteries and nuclear technologies will attract pilferers’ attention.

A utility company’s granular data offers a wealth of intelligence and warning indicators–especially if military facilities are among its customers. Same for a company selling diesel and jet fuel. If war erupts, your firm’s energy assets will become valuable targets for destructive cyber and in some cases, physical attack. Russia can already threaten the US homeland with long range submarine and air-launched cruise missiles and we should anticipate the PRC being able to hit the US mainland with conventional long-range precision weapons by 2025-to-2030.

Corporate cyberdefenses should be brought to war footing and if management does not already engage with law enforcement on counter-espionage measures, it should consider urgently doing so to ensure employees are better prepared to fend off attempts at recruitment, sabotage, or technology pilferage.

Item 3: If a war starts, evacuation from Taiwan will likely be impossible. If China chooses to attempt invasion, one of the key lessons the PLA has likely learned from Russia’s debacle in Ukraine is that an invader needs to bring a massive firepower hammer, swing it early, and swing it hard. Chinese forces will have the capacity to fire on targets in Taiwan at a much greater intensity than what Russia has done in Ukraine and Taiwan is physically about 20 times smaller, which would make the effective “explosions per square kilometer” coefficient far higher. For perspective, Russian forces have already fired close to 4,000 strike missiles against Ukraine and about 300 long-range kamikaze drones in the past month alone. This approaches twice what the US military expended during the 2003 invasion of Iraq, which itself was a high firepower operation.

Russian forces have now fired more than 4,000 missiles and drones at Ukraine--nearly twice what the US fored at Iraq during its 2003 invasion

Source: U.S. Defense Department, Ukrinform, Suspilne, Defence.ua, other local media

Taiwan is an island separated from the Philippines, southern Japan, and other non-PRC havens by hundreds of miles of open sea. Airports and seaports are thus irreplaceable evacuation assets—but will be among the hardest hit infrastructure on Taiwan if the PRC attacks. Companies should pre-position resources (food, water, generators, etc.) to help their Taiwan-based staff shelter for a minimum of 30 days if war erupts.

Item 4: A PRC attack on Taiwan will not give much of an evacuation window. Firepower blockades sufficient to shut down air and sea traffic to and from Taiwan can be launched with just hours’ notice.  For a maritime quarantine or formal blockade, PLA Navy and Coast Guard vessels can arrive at their stations rapidly, especially if preemptively sortied under the guise of performing an “exercise.” Even a full-scale invasion would likely allow less evacuation time than anticipated.

The advance buildup of an invasion force will be enormous and visible. But this does not mean it will be straightforward to determine whether to evacuate staff and take other protective measures. Russia built up forces over the span of approximately one year prior to invading Ukraine yet was able to obscure its intent until very late in that period. China could use a similar technique and forward-position men, ships, and materials and launch feints characterized as “exercises” that tire out, or even worse, render complacent, those in a potential invasion’s path.  

Beijing’s ability to mobilize capabilities but disguise intent and timing until attack is imminent pose exceptionally tough questions for corporate security staffs. For instance, How does management respond if the company mobilizes to evacuate employees from Taiwan (and the PRC) after a first major “exercise” does not materialize?  Will management listen to the security staff on the 6th iteration that leaves a scant 48 hours before the invasion kicks off? There are not easy answers to these dilemmas.

16 Rapidly Implementable Policy Options to Help Taiwan Win Through Denial

Full Infographic Downloadable Here.

Ranges <45km

•M109A6 with Excalibur and PGK-M. U.S. has ~500 units in storage; send 250 of them plus 2,000 shells per gun

•Find a way to drop Quickstrike or other mines from small Fast Attack Craft Iran-style

•Keep B-1/B-2 aircraft with stocks of Quickstrike-ER at Diego/Wake/RAAF Amberley to allow rapid closure of ingress routes into Taiwan ports/landing beaches

50-to-100km range

•Maximize, surge deliveries of Switchblade 600 loitering munition

•Push for acquisition of six dozen HIMARS launchers, substantially increase number of GMLRS rounds transferred

100-to-250km range

•Accelerate transfer of ATACMS rounds, including via Presidential drawdown (port interdiction asset)

•Ensure rapid, numerous production and deployment of ground-launched Small Diameter Bomb (SDB), including possible integration of  GBU-53 StormBreaker

•Transfer hundreds more AGM-84 rounds. Encourage Ukraine-style integration of AGM-84 with low-cost truck launchers, help train Taiwan personnel

•Provide longer-range loitering munitions capable of ship/port interdiction, potentially including/akin to: Rheinmetall HERO-900/1250 & IAI Harpy, Harop +  Mini Harpy (https://www.iai.co.il/p/mini-harpy)

Asymmetric

•Maximize ability to deliver JASSM-ER, etc. with at least six dozen units of C-17 Cleaver Palletized Munitions System (https://www.military.com/daily-news/2020/10/30/air-force-moves-forward-plan-turn-giant-cargo-planes-bomb-trucks.html).

•Build/deploy numerous small missile Fast Attack Craft akin to Iran’s Peykaap III-class (https://en.wikipedia.org/wiki/Peykaap_III-class_missile_boat).

•Build/deploy numerous unmanned anti-ship explosive vessels, akin to Houthi drone boats (https://www.conflictarm.com/perspectives/anatomy-of-a-drone-boat/).

•Unit cost less than ASCMs, 4-10x the explosive power, hard to defend against, and could distract PLAN/CCG/PAFMM/amphibious invasion forces like TB2 enabling Neptune strike on Moskva. Can also use semi-submersible design (https://warontherocks.com/2020/07/cocaine-logistics-for-the-marine-corps/)

•Charter old bulk carriers and anchor near approaches to key ports so they are pre-positioned for scuttling to block ingress routes. Panamax bulkers can currently be chartered for the equivalent of ~$5.5 million annually.

•Flood potential landing beaches with steel hedgehogs and concrete obstacles. Low-cost, scalable, hard to defeat.

Civil Defense/Insurgency

•Hold 60 days of liquid fuel stocks in hardened, dispersed locations

•Establish distributed arms caches with at least 1 million small arms, 100 million rounds ammo, 20,000 anti-tank weapons, and IED manufacturing components

Russia's war on Ukraine holds many lessons that can inform US and allied preparation for a potential conflict with China. Insufficient preparation heightens the risk of war.

Russia’s War on Ukraine and Lessons For Strategic Competition With China

Download Full Presentation Here.

•Industrialized warfare is back and a Taiwan fight would unleash worse consequences than the present (and awful) assault on Ukraine—we are behind curve and need to act fast.

•We also face existential domestic and foreign threats that pose an unprecedented set of challenges—it’s 1860 and 1939 rolled into one.

•Molecules matter!

•As does U.S. global centricity, with events running counter to prior narratives

•Industrial war consumes munitions, materiel, and manpower at prodigious rates

•Limits of economic warfare

•We must be ready at as many levels as possible for a long conflict

•We must also balance securitization with the advantages reaped from the United States’ status as a global haven and renew those sources of strength

•We need allies and the way we get/retain them is by steadfast defense of a rules-based global order. We must defend forward, engage with the world, and meet problems proactively. Isolationism is doomed to fail.