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So Macron made some waves with his remarks that the anglophone internet doesn't seem to like.
Americans may have become emotionally invested in Taiwan, Europeans not so much. Americans may feel an irrational desire to ward off a challenge to thier gret power greatness by China, Europeans not so much.
The possibility of a PRC-ROC war concerns Europeans' interests mostly in two ways;
- a disruption of globalised supply chains to the point that European countries could lose a quarter of a year's GDP in output if the war and subsequent drastic sanctions last for several years
- a violation of the principle that wars of aggression are out
You may have noted that the second was already committed by Russia in 2014, the U.S. & UK in 2003 and many NATO countries in 1999. In fact, Israel and the U.S. do it habitually and casually. So we cannot claim that the 2nd bullet point is an extremely big deal to Europe with honesty and without hypocrisy.
We should also note that both points are already met if the conflict turns hot, regardless of who starts it and who 'wins' it. The European interest is thus to avoid such a conflict, not to "win" it.
Here's what I think European countries should have as a publicly stated policy in case of PRC attack on any East Asian or Southeast Asian country (including a mere naval blockade):
- total trade & travel embargo against PRC (save for medical goods & food)
- enable global maritime blockade against PRC
- sell military goods to U.S. with permission to deliver those to Taiwan
- support suspension of PRC in UN
We could even cast this into a law to diminish doubts about this policy.
The counter-trade measures would badly hurt Europe itself, and I added this to the list because I place a much greater emphasis on abolishing wars of aggression than the average European does. At least half of us Europeans are fine with the casual and habitual aggressions by the U.S. and Israel, and the somewhat less often aggressions by Turkey, France and the UK.
In the end, to deter China with military might is too expensive if done the ordinary way. To drastically reduce trade with China in peacetime doesn't fit with the GATT/WTO framework (to let the PRC into the WTO was a colossal mistake) and would have huge economic costs even without a war.
- We should reduce trade dependency on BOTH Chinas in select critical areas. This is AFAIK possible within WTO using the national security argument.
- We should evaluate whether and how to supply ROC/Taiwan with what it needs to deter Chinese invasion (I don't think a blockade attempt could be deterred by them on thier own.)*
The most stupid thing to do would be to go all-in on an adversarial stance against China, conduct an air/sea arms race and still play mere auxiliary forces to DoD plans without reducing critical economic dependencies on both Chinas. Americans and anglophone internet appear to want Europeans to do almost exactly that, though. We need some prominent voices to stem that tide.
related:
/2017/02/a-security-treaty-for-east-asia-north.html
2017/07/just-reminder-about-north-atlantic.html
/2018/11/natos-boundaries.html
S O
*: I think of anti-air, anti-tank and coastal anti-ship weapons, their munitions and the associated targeting and communictions equipment. Artillery and counter-artillery as well as their supplies and peripherals might also make much sense. But first ROC/Taiwan needs to signal that it's serious about being able to fight off an invasion, and this very old blog text on that issue still largely holds true.
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I think the big problem is the centralisation of high end semi-conductor manufacturing. Taiwan has something like 95% of the worlds high end semi-conductor industry & so any impact on it is very very disruptive.
ReplyDeleteI agree that we need to reduce dependencies on both Chinas. My brother is a doctor and he often discovers that the pharmacies currently no longer have the antibiotics he prescribes and he must find a workaround, despite India and China not being at war! The war China plans with Taiwan, is an announcement of greater troubles and I have no tolerance for the shortsightedness thru which we are driven into a catastrophy by trying to intertwine our economy with these countries despite all warning signals. It's best, if we sell our companies in China, because their state run crony-capitalism will squeeze us out of the market anyway.
ReplyDeleteOne of the irony of some of the warlike attitude against China from some EU members if that it come from the anti-russian coalition from before the Ukrainian war, countries of the East with little or no navies whose ''help'' in case of war in the Taiwanese region will be next to zero.
ReplyDeleteBut of course they want to influence the EU so the automatic response would be much more than diplomatic and economic.
I think that explain Macron's declaration as France is one of the very few euro states that could send something serious to Asia in case of war and they are not in the mood (much more after the AUKUS alliance destroyed a profitable sub export contract) to be seen as auxiliaries at all costs.
There is also that notion that if the US are helping in Ukraine the EU have to help in Taiwan wich is ridiculous as the US is only doing something that is totally in their interests, gaining more clients for weapons and LNG gas at great prices and a lot of influence on many EU members and basicaly destroying Russian power at a very low cost.
If Taiwan crisis gets hot it could break the actual Western unity-
"I think the big problem is the centralisation of high end semi-conductor manufacturing. Taiwan has something like 95% of the worlds high end semi-conductor industry"
ReplyDeleteThe manufacturing is indeed clustered in Taiwan. However, the production machinery is European and the chip designs are also not Taiwanese, the companies aer "only" contractors.
Therefore, a good policy is to motivate Taiwanese companies to build up production facilities in Europe....
TSMC is a state owned company. For them, it's not just about profits, but security. I talked with semiconductor engineers in Germany and they have a lot of respect for their Taiwanese counterparts. A lot of know how goes into the simple production part of creating semiconductors and Taiwan has a near monopoly on the high end, because their state invested into it also as a deterrence against an invasion. You can probably trade with them, but in the form of credible military support that makes business with China more difficult.
Delete"A lot of know how goes into the simple production part of creating semiconductors and Taiwan has a near monopoly on the high end"
ReplyDeleteSome US companies like Intel do not use Taiwanese companies for their chip production. And the whole situation depends only on China, therefore, it is in our interest to get some production facilities here in Europe. With European companies delivering the machinery we have leaverage.