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1. Assessing China’s Nuclear Decision-Making: Three Analytical Lenses

Author:
Jacob Stokes
Publication Date:
03-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
China’s rapid nuclear buildup is raising questions about how the country makes decisions related to nuclear weapons. This policy brief analyzes that trend by presenting three overarching analytical lenses, or categories of factors, that shape Beijing’s nuclear decision-making: leadership, weapons systems and military organizations, and official policies and doctrine. On leadership, Chinese Communist Party General Secretary Xi Jinping likely sees nuclear weapons granting prestige and growing in relevance, but his views on nuclear weapons’ efficacy are less clear. On weapons systems and military organizations, the expansion of China’s nuclear arsenal provides the country’s leaders with new options, which could shift those leaders’ intentions over time. Implementation of those options, though, runs through often-corrupt People’s Liberation Army military organizations. On official policies and doctrine, Beijing possibly sees its professed stance as a country that does not engage in U.S.- and Russian-style arms buildups as a source of diplomatic influence, particularly in the developing world or Global South. Separately, the circumstances where China’s nuclear no-first-use policy would face a true test—for example, during a major Taiwan contingency—are precisely the moments when Beijing would have massive incentives to selectively interpret or simply abandon that policy. In the near term, China’s official nuclear weapons policies will likely stay the same, so the gap between rhetoric and action will grow. A bigger arsenal and more nuclear rhetoric and signaling will, over time, also shape future Chinese coercion campaigns. In response, U.S. policymakers should commission an intelligence assessment of Xi’s views of specific nuclear crises, pressure China to issue more explanation of its nuclear policies and capabilities, and expand information sharing about missile tests on a reciprocal basis. U.S. policymakers should also make an authoritative policy statement on what would constitute China reaching nuclear parity with the United States and counter China’s nuclear buildup using both conventional and nuclear capabilities.
Topic:
Security, Foreign Policy, Defense Policy, Nuclear Weapons, and Decision-Making
Political Geography:
China, Asia, and United States of America

2. Regional and Global Responses to a Taiwan Contingency: Gauging the Prospects for Coalition-Building Under Fire

Author:
Jacob Stokes, Kareen Hart, Ryan Claffey, and Thomas Corel
Publication Date:
05-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Acontingency across the Taiwan Strait has the potential to reshape the Indo-Pacific and even global security environment. This report explores how states beyond the United States and Taiwan would respond to a major Taiwan contingency. It defines a major Taiwan contingency as a conflict that might start in the so-called gray zone between peace and war but clearly escalates into a larger campaign that has unification as the near-term objective of the People’s Republic of China (PRC). Specifically, the report examines how geopolitical interests, values, and material power might determine the approaches of countries across the region and the world. Regional and global responses to a major Taiwan contingency would depend heavily on structural factors present at the time it happens, as well as the specific circumstances of the situation. The report details four key structural factors that would shape states’ responses: the specific nature of the Taiwan contingency, the global trade and technology landscape when the contingency occurs, Taiwanese and U.S. capabilities and responses, and the spectrum of intervention options. Beyond those structural factors, the response from four groups of states would play a major role in determining the outcome of a major Taiwan contingency. The first group is Japan and the Philippines. Both U.S. allies would be on the front lines of a Taiwan conflict and host U.S. forces but are also the most exposed to military retaliation from China. The second group is close U.S. allies and partners South Korea, Australia, and India. Their locations are farther from the main battlespace, but each would have to consider how its response would affect its own security concerns and relations with the United States in the future. Regional and global responses to a major Taiwan contingency would depend heavily on structural factors present at the time it happens, as well as the specific circumstances of the situation. The third group includes the other states in Southeast Asia. Thailand and Singapore would have to consider their defense ties to Washington, while Cambodia, Laos, and Myanmar might get requests from Beijing. Other Southeast Asian states would adopt a studiously neutral stance. The fourth group is Europe and the rest of the world. European states now pay more attention to Taiwan, and many see parallels with Ukraine’s plight. But uneven ties with China and a lack of power projection capabilities would mostly limit direct European intervention. Meanwhile, the developing world would likely side with Beijing. And it lacks the political will—much less the proximity or military power—to come to Taipei’s aid. Several findings flow from the analysis: First, it is unlikely that any other states will come to Taiwan’s aid if Taiwan does not fight fiercely and the United States does not intervene on a large scale. Second, geographic proximity increases a country’s stake in the defense of Taiwan, but that same closeness also makes countries more vulnerable to PRC retaliation. Third, any Taiwan contingency would cause massive economic harm, so states would try to balance protecting their economic interests—especially access to high-end semiconductors—with ending the conflict just to stem the disruption caused by the fighting. Fourth, states’ choices will reflect their national interests and values, but those responses will depend to a significant degree on what others do. U.S. policymakers should take the following actions to best position Washington to mount an effective coalition defense of Taiwan during a contingency, should those policymakers choose to do so: Prioritize preventing a Taiwan contingency. Reinforce with Taipei how much would hinge on Taiwan’s contingency response, both in terms of demonstrating will and capabilities. Expect limited contributions but be creative in exploring what in the spectrum of intervention might be possible. Deepen intra-Asian and Euro-Asian security ties that include the United States. Support and, where possible, facilitate the growth of intra-Asian security ties that do not rely on the United States as the hub. Plan for humanitarian evacuation operations as a means to encourage Southeast Asian countries to think through a Taiwan contingency.
Topic:
Security, Foreign Policy, Coalition, and Regional Security
Political Geography:
China, Taiwan, Asia, and United States of America

3. Beyond China's Black Box: Five Trends Shaping Beijing’s Foreign and Security Policy Decision-Making Under Xi Jinping

Author:
Jacob Stokes
Publication Date:
04-2024
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
China’s foreign and security policymaking apparatus is often described as a metaphorical black box about which analysts know little. That is true to an extent, but at the same time, it is possible to develop a better understanding of the people, institutions, processes, and pressures that go into making China’s policies toward the world during Xi’s “new era,” that is, his time as the country’s top leader. This report pursues that objective by identifying five major trends mostly internal to the People’s Republic of China (PRC) party-state system that shape its foreign and security policymaking. In addition, the paper describes the effects that each trend generates, from bureaucratic incentives to behavioral patterns. The first trend is personalization of the system around Xi. It reduces the influence of various interest groups and therefore the need to bargain with and among them, raises the prospect of groupthink among the loyalists Xi has surrounded himself with, and potentially increases the importance of achieving certain goals for China on Xi’s watch. In addition, Xi’s centrality creates a major management bottleneck that could hamper the system during even brief absences. The second trend is empowering the Chinese Communist Party (CCP) over the state. That trend has made more officials into policy-implementers rather than policymakers, even on issues below the level of strategy. It has also increased central demands for ideological activities, such as Xi Jinping Thought study sessions. At the same time, while the leadership wants to improve coordination and might be making some progress, it stops short of actions that could allow government organs to coordinate horizontally if doing so might plausibly jeopardize the center’s control. The third trend is domestic policy headwinds and the search for alternative forms of political legitimacy for the CCP. This creates two contradictory pressures: China’s reaching out and trying to improve ties with the world, and its turn to an assertive and at times even aggressive form of nationalism to counteract stalling economic growth. It also dents the power and influence China gained through its rapid rise and its role as a massive market driving global economic growth. The fourth trend is further elevation of regime security over other concerns. This trend negatively affects Beijing’s ties with foreign countries by worsening the experience of foreigners visiting and living in China, exporting repressive political ideas and techniques to the world, and complicating how China’s foreign and security bureaucracy interacts with its counterparts. The fifth and final trend is diplomatic and military assertiveness and seeking an active global leadership role, which feeds a self-reinforcing cycle of growing tensions, requires PRC diplomats to shoehorn any activities into Xi’s marquee frameworks, and leads Beijing to build out structures of an alternative international order. Examining these trends helps illuminate the macro pressures shaping China’s foreign and security policy decision-making. Still, aspects of how the party-state makes decisions about its foreign and security policies—“known unknowns” —remain particularly opaque. These include information flows to senior leaders, the dynamic among Xi and his top advisors, and the structure and frequency of important meetings. More knowledge in those areas might shed light on larger questions related to whether there are informal constraints on Xi’s power and how Xi is thinking about eventual transfer of power.
Topic:
Security, Foreign Policy, Xi Jinping, and Decision-Making
Political Geography:
China and Asia

4. The China-Russia Entente in East Asia: Contending with Authoritarian Partnership in a Critical Region

Author:
Jacob Stokes, Evan Wright, and Nathaniel Schochet
Publication Date:
09-2024
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Closer cooperation between China and Russia is a major force driving global geopolitics. But how relations between the two authoritarian powers are shaping specific regional and functional areas remains understudied. This report helps to fill that gap for the critical region of East Asia. The China-Russia relationship has improved despite—and, in some ways, because of—Russia’s war in Ukraine. Beijing helps to fuel Russia’s war machine and defends the principles Moscow uses to justify the invasion. Both powers are also deepening and expanding their relationship beyond Ukraine. The pair cooperate across a range of fields, from military affairs to economics and global norms. Undoubtedly, current and potential fissures remain in the bilateral relationship. However, the leadership in both countries carefully manages these tensions to ensure they do not derail the overall relationship. Beijing-Moscow coordination extends to East Asian hot spots, including the areas around Japan, the Korean Peninsula, Taiwan, and the South China Sea. Around Japan, China and Russia work together to advance their respective territorial claims and pressure a rival Northeast Asian power and close U.S. ally. China and Russia use multiple military tools in pursuit of those goals, including joint aerial and naval patrols, joint exercises, and incursions into Japan’s air defense identification zone. Together, these activities put significant operational strain on the Self-Defense Forces, Japan’s military, as they respond. On the Korean Peninsula, China and Russia have turned away from multilateral cooperation to manage the North Korea threat and toward blaming democracies and reaching out to Pyongyang instead. Russia has moved closer to North Korea to help offset Moscow’s diplomatic isolation and barter for weapons. But that cooperation has not yet undermined China’s preferences or interests. Beijing maintains its own working relationship with Pyongyang while coordinating with Moscow to blunt international pressure on North Korea. How China and Russia manage their relations in East Asia will be a major factor shaping the regional diplomatic and security environment. To the south, Russia increasingly backs Beijing’s actions to pressure Taiwan as Taipei reaches out to democracies worldwide. Moscow’s support for Beijing has been particularly pronounced during major cross-Strait events in recent years. In the South China Sea, Russia tries to balance historical relationships with Southeast Asian states even as its power wanes and subservience to China deepens. For example, Russia’s cooperation on energy projects with Vietnam shows that Beijing’s and Moscow’s regional interests sometimes diverge. How China and Russia manage their relations in East Asia will be a major factor shaping the regional diplomatic and security environment. Moscow’s presence and power in East Asia have already suffered because of its disastrous war in Ukraine. Over time, Russia likely will become even more subservient to China. The China-Russia entente might therefore prove most useful for Beijing in its home region.
Topic:
Foreign Policy, Bilateral Relations, Authoritarianism, Partnerships, and Cooperation
Political Geography:
Russia, China, Eurasia, and Asia

5. Resisting China’s Gray Zone Military Pressure on Taiwan

Author:
Jacob Stokes
Publication Date:
12-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The People’s Republic of China (PRC or China) has sharply escalated its pressure campaign targeting the Republic of China (ROC or Taiwan) in recent years. Beijing appears likely to use Taiwan’s upcoming presidential election in January 2024 as a pretext to apply more pressure on the self-governing island, particularly in the “gray zone” using China’s military, the People’s Liberation Army (PLA), along with other tools of state power. There is no precise and commonly agreed upon definition of what gray zone activities are and are not. In general, though, the concept refers to actions that fall into the space between, on one side, peace and, on the other, full-scale kinetic war.1 Gray zone activities are coercive and aggressive but designed to stay below the threshold of triggering major conflict. China uses gray zone operations as part of a comprehensive strategy to pressure Taiwan that spans the areas of diplomacy, information, economics, and security. This policy brief examines one major component of that campaign: gray zone military and security operations. It starts by detailing the capabilities and tactics China uses to put security pressure on Taiwan. Then, it explains what Beijing seeks to achieve with those actions. The paper concludes with recommendations for how U.S. and Taiwan policymakers can resist and counter China’s gray zone operations.
Topic:
Security, Foreign Policy, Defense Policy, Diplomacy, Economics, Military Affairs, and Information
Political Geography:
China, Taiwan, and Asia

6. Competitive Connectivity: Crafting Transatlantic Responses to China’s Belt and Road Initiative

Author:
Andrea Kendall-Taylor, Lisa Curtis, Jacob Stokes, Carisa Nietsche, Joshua Fitt, and Nicholas Lokker
Publication Date:
09-2022
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Given the uncertain future of BRI, researchers at the Center for a New American Security (CNAS) identified the major drivers likely to influence the direction of the program and examined their numerous permutations. The authors selected three scenarios and focused on how conditions of each scenario would play out in Europe and the Indo-Pacific. For each scenario, the report identifies the risks and implications for the United States and its allies. The scenarios are designed to prepare policymakers and planners for the possible futures they could face, including key challenges and opportunities that may arise in the years to come. Lastly, this paper identifies additional policy steps that will prepare the transatlantic allies to both compete with China’s investments and increase their own resilience.
Topic:
Foreign Policy, Infrastructure, Belt and Road Initiative (BRI), Transatlantic Relations, and Strategic Competition
Political Geography:
China, Europe, and United States of America

7. Tangled Threats: Integrating U.S. Strategies toward China and North Korea

Author:
Jacob Stokes
Publication Date:
10-2021
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
China and North Korea pose intertwined challenges for U.S. and allied policy. The Korean Peninsula constitutes just one area among many in U.S.-China relations. Meanwhile, issues on the peninsula remain central to the future stability and security of Northeast Asia and implicate many broader questions about regional and global order. Dealing with China and North Korea as an interlocking pair requires integrated policies that balance the risks and rewards of various possible approaches. This policy brief explains how to develop such policies and why they are the best option for the current regional landscape. North Korea plays several roles in China’s foreign policy. These include diverting geopolitical attention away from China, providing Beijing with an opportunity to cooperate with other states, creating a point of leverage for China to extract concessions on separate issues, and acting as a flashpoint with the potential for a regional war that directly affects China’s security. At any given time, some roles will be more pronounced than others, but each of them is always present to some degree. Any integrated U.S. strategy toward the pair will have to account for a volatile geopolitical landscape in Northeast Asia. Major trends include closer ties between Beijing and Pyongyang, deteriorating U.S.-China relations, and South Korea’s desire, especially under the government of President Moon Jae-in, to engage North Korea while balancing ties with China and the United States. The United States should employ a strategy toward China and North Korea that blends calibrated pressure and results-oriented engagement. The goal of this strategy should be problem-management rather than problem-solving. Washington should implement this approach across four areas: shaping U.S.-China relations regarding the Korean Peninsula; engaging North Korea on political and security issues; promoting stable deterrence in the region; and coordinating a shared inter-Korean and foreign policy with South Korea. Key recommendations for the United States include acknowledging that major breakthroughs are unlikely with either China or North Korea; proposing four-party nuclear and peace talks with South Korea, North Korea, China, and the United States; and standing up a Nuclear Planning Group that includes Washington, Seoul, and Tokyo to bolster deterrence and stem nuclear proliferation pressures.
Topic:
Conflict Prevention, International Relations, Foreign Policy, and Geopolitics
Political Geography:
China, Asia, North Korea, and United States of America