Imagine if Russia started the invasion of Ukraine by bombing polish railways, so that the Ukrainians would not be able to get supplies/resources from the EU. I would think that the EU/Nato response to that would be much more severe than what happened in reality.
While Guam might be considered different, as most Americans cannot place it on a map and it is on the other side of the world, seeing caskets of all the US troops dying makes it pretty hard to politically shrug off as not our problem.
There are a lot of very dumb assumptions baked into this. First, building something vulnerable to antiship missiles does not mean the plan is to use them under circumstances where anti-ship missiles aren't a threat. War necessarily involves casualties, and it is a perfectly rational strategy to endure some level of attrition. Next, wiping out american bases in close proximity does not eliminate the antimissile threat. Taiwan would be the ones firing anti-ship missiles, and after American forces are attacked they would have a nigh unlimited supply. Third, shocking Taiwan into a rapid capitulation is not a realistic strategy. Taiwan is a nearly unassailable fortress - with sufficient time and resources it could concievably be overwhelmed but the optimal strategy for Taiwan is to draw out the conflict as long as possible. Finally, if America is attacked, Taiwan's capitulation doesn't end the war. We have in the past fought to liberate allies who were capitulated by our enemies even when we ourselves were not attacked (see Kuwait in 1991), attack the US and the war goal changes to preventing an attack from every happening again.
Again, the reason you know they are building the invasion fleet is because we can see it from space. This isn't even something limited to the worlds' most elite intelligence agencies, anyone with a few hundred bucks can buy sattelite images of chinese shipyards. Before China is in a position to launch an invasion the US attack subs will already be in the strait of taiwan, there will be three carrier groups on permanent assignment to the pacific, and Taiwan will be sitting on top of an arsenal that could sink thousands of transport ships. America doesn't have to wait for war to break out to put these defenses in place. A chinese missile barage is not some new threat, every base in the region has been preparing for this scenario for decades now, and they still have several more years to make further preparations. Would America take losses if China launched a strike? Of course. Would we be caught with our pants down and have our military capability completely wiped out, unable to recover before the war was over? Not a chance.
You can strike US air and seapower close to the first island chain, but the airpower will be replenished in hours and the seapower in days. Blockades require a massive naval advantage, otherwise the attacking navy can concentrate its forces and defeat the blockading navy in detail. That's before we just consider the anti-ship missile threat which would make operating near an unfriendly Taiwan extremely costly even with no naval opposition. Taiwan already has supplies to last for months in the event of a blockade, and would certainly stockpile more on the eve of a major conflict. That's going to be a lot of attrition.
The major reason China is concerned about the first island chain is because it is actually quite vulnerable to the gaps in the chain being closed off and itself blockaded. The islands of the chain have much more direct access to the pacific, meaning they are much more resistant to blockade. The US and its allies can shut off the lifeblood of China's economy and industrial power without sailing anywhere near Chinese defenses. Either China will have to sail out to dislodge them on their terms, or the Chinese people will have to endure a long period of high attrition and economic hardship with little demonstrable gain. That's not to say it would be impossible for China to win, but they're going to have to go up against an extremely powerful military alliance that has a lot of positional advantage in a protracted war and win a fair fight.
Rushing Taiwan, despite being a bad idea, is probably the best strategy they could have. Its odds of success are low, for the reasons already discussed, but if they are the right combination of clever and lucky they might be able to exploit some unrecognized weakness. If they can get control of the island, a lot of things flip in their favor. The island's natural resistance to invasion would make them nigh impossible to dislodge (for comparison during WW2, the US judged an attack on Formosa to be impossible despite the Japanese only having about 170,000 troops there and the local population being hostile to Japan). Access to the pacific would make it more difficult to effectively blockade China; they still could, but it would take more resources and more would slip through. Finally, having won something, the Chinese people would be more tolerant of the war's costs. I think this is a losing gamble, and believe the Chinese invasion ships are best used as bargaining chips for negotiation (as in 'we'll sink $10 billion worth of ships to avoid tariffs which would cost us $100 billion'), but perhaps someone high up in the Chinese leadership has a different opinion.
I disagree. I've think we've seen and will continue to see China acting slowly on this, because their primarily incentivized to not attack. This, on three fronts:
- China is not looking for a vassal state. It's looking for national reunification. War is a terrible way to incorporate people into your nation. Effective perhaps, but very much a last resort.
- Time isn't on Taiwan side— TSMC is losing is edge. The technological gap between TSMC and Chinese silicon companies is shortening with each year that passes by, and this is meaningful not only because TSMC is 25% of Taiwan's GDP [1], but also because it's the most strategic export they have geopolitically. World leaders care more about any disruption to the supply of cutting-edge chips than they care about the name of the island on a map. This is specially true for the USA, and the reason why they want TSMC to manufacture in Arizona.
- Time is very much on China's side. In the past couple of decades China has consistently become more competitive with the USA in most strategic aspects, and bettered it's strategic standing overall. If your chances of winning are increasing every year, you don't want to attack today; you want to wait until you think your chances of winning have peaked.
If anything, I'd argue the USA is in a tough spot. If a war is going to happen, it would be in the USA's interest that it happens soon, albeit after they can secure advanced-chip production outside of Taiwan.
[1]: https://en.wikipedia.org/wiki/TSMC#:~:text=Taiwan's%20export...
10 years, plus or minus a few. That's my guess.
I personally disagree with this read for two reasons:
1. I think this underestimates the USA's capacity to sway public opinion. Especially if it's helping on a war of defense (vs a war of attack) the USA government could IMO very much ease opposition. We saw this when Russia invaded Ukraine; a quick media and public response in support, various angles explaining why the USA/NATO should be involved (from fear to righteousness), Russophobia/Putin-phobia, etc. To this day, the main argument against the support of Ukraine I see widely and in public discourse isn't so much "is it the right thing to do", but rather just about the cost.
2. I think the USA can very much wage a war in spite of strong popular opposition too. We've seen this during the invasion of Iraq and the middle east. Most damningly perhaps we saw this during the Vietnam War. The war lasted 20 years, from 1955 to 1975, in spite of huge protests especially starting in the mid-sixties.
> A very quick war against American forces in the region followed by Taiwanese capitulation could leave the Taiwanese public largely untouched by the war [...]. This hinges on the US dropping out of the war and licking their wounds after Taiwan gives up on the first or second day, rather than continuing the war even though the Taiwanese government has now 'consented' to the invasion.
This personally sounds like a bad wager for China. They're betting a lot on "the best case". Would Taiwan quickly capitulate? Would the USA drop out of the war quickly too? Would the general population actually be largely untouched? How hurtful would it be to China if Taiwan and the USA don't act this way, or if the war on the ground actually causes major damage? Since IMO China is not in a hurry, I think it'd be smarter to simply wait; for it's own power to grow, for Taiwan's to diminish, and for the USA to lose interest and/or the capacity to fight in this possible war.
10 years doesn't sound too short a time for me haha. I'll avoid guessing time frames here, but if I had to make a prediction, I'd say it's quite possible we see reunification without an international war happening here at all.