Markets looked poised to stabilize Monday, amid a lack of new downside catalysts.
There’s plenty to fret over, and this week’s tape could be littered with landmines, but the new week dawned without a fresh crisis.
Unless you count a provocative series of remarks by Joe Biden who, during a press event with Japanese Prime Minister Fumio Kishida in Tokyo, asked, “If these sanctions [on Russia] are not sustained… then what signal does that send to China about the cost of attempting to take Taiwan by force?”
Thus prompted, the media responded accordingly. “You didn’t want to get involved militarily in the Ukraine conflict for obvious reasons. Are you willing to get involved militarily to defend Taiwan if it comes to that?” an inquisitive reporter wondered.
“Yes,” Biden responded, without hesitation.
“You are?” the incredulous reporter half said, half asked.
Biden took an awkward pause, nodded in the affirmative and turned away from the reporter. “That’s the commitment we made.” Then, again, only faster and with less conviction: “That’s the commitment we made.”
But that’s not “the commitment” the US “made.” In fact, the US deliberately makes no commitments regarding Taiwan, or at least not publicly. America is deliberately noncommittal. Whatever “strategic ambiguity” means, it doesn’t mean unambiguous public commitments of military support.
On one hand, no one should be surprised when Joe Biden “misspeaks” or otherwise meanders into gaffes. Contrary to what you might be inclined to believe if you ever stumble into America’s far-right, social media echo chamber, gaffes aren’t necessarily indicative of cognitive decline vis-à-vis Biden. Gaffes are Biden’s thing. It’s always been that way.
On the other hand, Biden does this for a living, so to speak. He’s a career politician. He’s not just playing one on TV for a season. So, when he suggests, unintentionally or otherwise, that the US would send troops, ships and aircraft to Taiwan to confront the PLA in the event of an invasion, people take it seriously. More seriously than they would if, for example, someone who isn’t a career politician suggested that instead of sanctions, the US should paint Chinese flags on F-22s and “bomb the s–t out of Russia” in retaliation for Vladimir Putin’s war.
More importantly, Biden has committed this particular gaffe so many times since taking office that one has to wonder if America’s stance on Taiwan actually has changed, or is at least evolving.
“Look, here’s the situation,” he continued, on Monday. “We agree with the ‘One China’ policy. We signed onto it and all the attendant agreements. But the idea that [Taiwan] can be taken by force — just taken by force — is just not — it’s just not appropriate.”
Biden is on his first trip to Asia as president, and discussing China with America’s allies in the region is at the top of the agenda. Reiterating America’s commitment to supporting “peace and stability in the Taiwan Strait” (the boilerplate line preferred by the State Department) was obligatory. And, one more time: Biden is prone to gaffes. In that context, Monday’s remarks weren’t terribly surprising.
But consider this: Biden understands the importance of nuance as it relates to this particular geopolitical flashpoint. In fact, he arguably understands it better than almost anyone in Washington, including military officials.
“He is one of the very few political figures who have been around Washington so long that he voted for [the Taiwan Relations Act] in 1979,” The New York Times wrote, on one of the other four occasions when Biden suggested the US would use force to defend the island. “As chairman of the Senate Foreign Relations Committee, he traveled to Taiwan and understood the nuances of the wording.”
On May 2, 2001, Biden wrote an Op-Ed for The Washington Post, in which he criticized then-President George W. Bush for failing to observe the same decorum he (Biden) has broken on multiple occasions since taking office.
In the Op-Ed, Biden described an exchange between Bush and an interviewer that was nearly identical to the exchange Biden had in Tokyo on Monday. In response to a query about whether the US had an obligation to defend Taiwan against Chinese aggression, Bush said, “Yes, we do, and the Chinese must understand that. Yes, I would.” The interviewer pressed Bush: “With the full force of the American military?” Bush responded: “Whatever it took.”
Biden, writing in 2001, said Bush’s remarks were tantamount to a “startling new commitment,” and noted that Bush “appeared to back off a few hours later,” when he paid lip service to the “One China” policy. So, exactly what Biden did on Monday, only his about-face played out in the space of a few seconds rather than a few hours.
In the same Op-Ed, Biden wrote that,
As a matter of diplomacy, there is a huge difference between reserving the right to use force and obligating ourselves, a priori, to come to the defense of Taiwan. The president should not cede to Taiwan, much less to China, the ability automatically to draw us into a war across the Taiwan Strait. Moreover, to make good on the president’s pledge, we would almost certainly want to use our bases on Okinawa, Japan. But there is no evidence the president has consulted with Japan.
Again: Biden was speaking Monday from Japan, at a press conference with Fumio Kishida.
Given the number of times Biden has seemingly committed the same faux pas he castigated Bush for committing two decades ago, and considering Beijing’s aggressive posturing, it’s fair to ask if the US might be in the process of reconsidering “strategic ambiguity.”
From the onset of the war in Ukraine, “geopolitical strategists” (with the scare quotes there to denote that “geopolitical strategist” isn’t really a thing, like “China watchers” isn’t really a thing) warned that China would view the conflict as a kind of proof of concept: Is it, or is it not, feasible to stage a war of conquest in the 21st century?
Of course, China would surely claim Ukraine and Taiwan is a false equivalence. But note that Putin essentially denies Ukraine’s statehood. So, is it really a false equivalence?
In the 2001 Op-Ed, Biden warned that Bush’s “inattention to detail has damaged US credibility with our allies and sown confusion throughout the Pacific Rim.” “Words matter,” he said.
It’s amazing how long ago that was–it definitely doesn’t feel that long. That WaPo op-ed just turned old enough to legally buy a drink.
Of course, China would surely claim Ukraine and Taiwan is a false equivalence. But note that Putin essentially denies Ukraine’s statehood. So, is it really a false equivalence?
It’s not a false equivalence at all. The parallels draw themselves.
Either Biden is consciously sending a message, or he is unconsciously sending a message. US policy toward China-Taiwan is changing, and in Biden’s mind the change is likely well advanced. In 1979, the impact on the US of China invading Taiwan would have been limited; today they would be disastrous – far greater than the impact of Russia invading Ukraine.
Regardless of loosely stated agreements and moral obligations we might feel we have, going against China militarily is a mindless no-win proposition. Look who we couldn’t prevail against since WWII: North Korea (China proxy), Vietnam (China proxy and now our new fastest growing import source; 58,000 dead GIs) Iraq (we got nothing but the bill) and Afghanistan/Taliban (an even bigger bill and thousands killed). We did whip the bad guys in Panama (though not the soccer team) and Grenada (the war designed to give a huge class of unrequited Generals their needed combat badges). China full on. No way. Pray with me.
Interestingly, Vietnam and China have never gotten along well, and Vietnam was certainly not a Chinese proxy. Vietnam was always much more of a Soviet Union proxy. After WWII, the nationalist Chinese KMT was responsible for disarming the Japanese in the Northern half of Vietnam, after which the KMT handed the territory over to France. While communist China provided aid and support to Ho Chi Minh in the early days, after the late-50s Sino-Soviet split, things were much more antagonistic. They even fought a border war in 1979 in an attempt to support the Khmer Rouge in Cambodia. The KR were a Chinese proxy, and Vietnam had invaded to stop the insanity gripping that country. Part of the early thaw in US-China relations (i.e. Nixon goes to China) was an attempt to counterbalance growing Soviet encirclement of Chinese interests.
Xi has seen the results of what might happen if he attempted to invade Taiwan…..like Putin has learned
this is not something where there is winning ….. for either side.
Seems like a good time to clarify our policy…..which has always included a military defense of Taiwan……even if it was
never voiced.
I don’t see how Putin can claim a ‘win’ of any kind in Ukraine. It’s cost the Russians dearly in killed, wounded and equipment and that’s not taking into account being ostracized by most of the rest of the world as a pariah. They are the lepers of the world and if Finland and Sweden (and possibly Ukraine) are brought into NATO the new iron curtain will be to keep them in instead of keeping others out. China is certainly looking to see if it was worth it. To go from a manufacturing power house to a pariah would be a big step down for China. Xi and Putin may be the faces in charge but it is not a vacuum. There are other powerful faces in the background who may not be impressed at all. The next year will be interesting watching the leadership in Russia.
He’ll claim a win the same way Trump claims he won in 2020. Propaganda is a hell of a drug.