China is right about US containment
But encircling Beijing is not a viable long-term strategy

Edward Luce
FT, March 8 2023

Here is a thought experiment. If Taiwan did not exist, would the US and
China still be at loggerheads? My hunch is yes. Antagonism between top dogs
and rising powers is part of the human story.

The follow-up is whether such tensions would persist if China were a
democracy rather than a one-party state. That is harder to say but it is
not obvious that an elected Chinese government would feel any less
resentful of the US-led global order. It is also hard to imagine the
circumstances in which America would willingly share the limelight.

All of which suggests that loose talk of a US-China conflict is no longer
far-fetched. Countries do not easily change their spots: China is the
middle kingdom wanting redress for the age of western humiliation; America
is the dangerous nation seeking monsters to destroy. Both are playing to
type.

The question is whether global stability can survive either of them
insisting that they must succeed. The likeliest alternative to today's
US-China stand-off is not a kumbaya meeting-of-minds, but war.

This week, Xi Jinping went further than before in naming America as the
force behind the "containment", "encirclement" and "suppression" of China.
Though his rhetoric was provocative, it was not technically wrong.
President Joe Biden is still officially committed to trying to co-operate
with China. But Biden was as easily blown off course last month as a
weather balloon. Washington's panic over what is after all 19th-century
technology prompted Antony Blinken, the US secretary of state, to cancel a
Beijing trip that was to pave the way for a Biden-Xi summit.

Washington groupthink drove Biden's overreaction. The consensus is now so
hawkish that it is liable to see any outreach to China as weakness. As the
historian Max Boot points out, bipartisanship is not always a good thing.

Some of America's worst blunders — the 1964 Gulf of Tonkin resolution that
led to the Vietnam war, or the 2002 Iraq war resolution — were bipartisan.
So is the new House committee on China, which its chair, Mike Gallagher,
says will "contrast the Chinese Communist party's techno-totalitarian state
with the Free World". It is probably safe to say he will not be on the hunt
for contradictory evidence.

A big difference between today's cold war and the original one is that
China is not exporting revolution. From Cuba to Angola and Korea to
Ethiopia, the Soviet Union underwrote leftwing insurgencies worldwide.

The original idea of containment, laid out in George Kennan's 1947 Foreign
Affairs essay, The Sources of Soviet Conduct, was more modest than the
undeclared containment that is now US policy. Kennan's advice was twofold:
to stop the expansion of the Soviet empire; and to shore up western
democracy. He counselled against the use of force. With patience and skill
the USSR would fold, which is what eventually happened.

Today's approach is containment-plus. When Xi talks of "suppression", he
means America's ban on advanced semiconductor exports to China. Since
high-end chips are used for both civil and military purposes, the US has
grounds for denying China the means to upgrade its military. But the
collateral effect is to limit China's economic development.

There is no easy way round this. One possible side-effect will be to
accelerate Xi's drive for "made in China" technology. The Chinese president
has also explicitly declared Beijing's goal of dominating artificial
intelligence by 2030, which is another way of saying that China wants to
set the rules.

The one positive feature of today's cold war compared with the last one —
China and America's economic interdependence — is thus something Biden
wants to undo. Decoupling is taking on an air of inevitability.

When Xi refers to "encirclement", he is thinking about America's deepening
ties to China's neighbours. Again, Xi mostly has himself to blame.

Japan's shift to a more normal military stance, which includes a doubling
of its defence spending, probably worries China the most. But America's
growing closeness to the Philippines and India, and the Aukus nuclear
submarine deal with Australia and the UK, are also part of the picture. Add
in increased US arms transfers to Taiwan and the ingredients for Chinese
paranoia are ripe. How does this end?

This is where a study of Kennan would pay dividends. There is no endgame to
today's cold war. Unlike the USSR, which was an empire in disguise, China
inhabits historic boundaries and is never likely to dissolve. The US needs
a strategy to cope with a China that will always be there.

If you took a snap poll in Washington and asked: one, are the US and China
in a cold war; and two, how does the US win it, the answer to the first
would be an easy "yes"; the second would elicit a long pause. Betting on
China's submission is not a strategy.

Here is another way to look at it. The US still holds more of the cards. It
has plenty of allies, a global system that it designed, better technology
and younger demographics. China's growth is slowing and its society is
ageing faster. The case for US resolve and patience is stronger today than
it was when Kennan was around. Self-confident powers should not be afraid
to talk.
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