By Seth Cropsey
Friday, February 18, 2022
As the Winter Olympics come to a close, Americans
may soon stop paying attention to the Chinese Communist Party and the threat it
poses. But they shouldn’t. Instead, they should understand that the most
pressing difficulty in countering China’s challenge is neither material nor
psychological, but rather intellectual: Western policymakers do not
grasp either the full scope of China’s intentions or the CCP’s holistic
approach to international competition.
This holistic approach is particularly apparent in Chinese
naval policy. Publicly speaking, China’s People’s Liberation Army (PLA) navy
challenges the U.S. Navy in a conventional manner despite its reliance on
land-based missile and aviation support, while Chinese hybrid forces shape the
combat environment pre-conflict. But the CCP’s international-port development
demonstrates the sophistication of the Chinese strategy: By purchasing global
maritime infrastructure, Beijing hopes to turn the U.S.’s preferred weapon, a
long-term blockade, against it.
Conventional and “gray zone” Chinese maritime power are
the CCP’s best-known means of dominating the seas. The PLA navy has constructed
a power-projection force capable of operating within the First Island Chain. In
a war, its host of surface combatants, supported by ground-launched strike
aircraft and long-range missiles, would saturate U.S. and allied bases and
capital-ship formations, attempting to push American naval ships out of strike
range. Chinese submarines, particularly nuclear-powered attack and guided-missile
submarines, would harass American warships and transports farther into the
Indo-Pacific, disrupting in-conflict resupply and pressuring an already-deeply
inadequate U.S. support fleet.
Meanwhile, the CCP’s sub-conventional forces — the China
Coast Guard and People’s Maritime Militia — are capable enough to confront
adversaries in any South China Sea conflict, and the artificial islands that
China has built would be effective forward bases for surged fighter and strike
aircraft during such a conflict. Moreover, the PLA is expanding its
aircraft-carrier force, allowing it to meet the U.S. Navy in a traditional
fleet action, and building an amphibious fleet to make an invasion of Taiwan
viable. Indeed, the PLA is capable of fighting a theater-wide war against the
U.S. and its allies today, and its strength continues to grow.
That said, it is important to remember China’s central weaknesses,
as well, when looking at its strategy. The CCP relies on energy and
raw-material imports for economic stability. A severe downturn in those markets
would jeopardize its survival, even in peacetime — hence its aggressive fiscal
and monetary reactions to economic shocks, and Xi Jinping’s campaign to gain
control of China’s quasi-private corporations. Yet the PLA will not have enough
carriers, surface combatants, and submarines to confront the U.S. far into the
Indian Ocean and break a blockade until the mid 2020s, at least. Thus, the CCP
remains vulnerable to a far blockade, conducted from the Middle East and
cutting off imports through the Malacca and Lombok Straits.
Co-belligerency is a solution to this quandary. If the
CCP can convince Iran to fight against the U.S. in a Sino–American conflict,
Pakistan to join a Sino–Russian coalition, Russia to act in Europe, or the
energy-producing Middle Eastern allies of the U.S. such as Saudi Arabia and the
UAE to oppose a far blockade, then American strategy will splinter. Similarly,
if China can construct enough telecommunications and transport infrastructure
in U.S.-allied countries, it can raise the cost of siding against it during
wartime.
Just as worrisome, foreign-port development may have put
an alternative option on the table: China could be capable of conducting
a blockade against the U.S.
No formal list of Chinese international ports exists. But
it is undeniable that China, through parastatal entities, has powerful
influence in a string of major ports from Singapore to Piraeus, Greece, the
precise route along which Chinese-bound goods flow. Indeed, the Suez
Canal–Indian Ocean–South China Sea trade route is one of the world’s busiest,
and a route upon which all U.S. allies in the Indo-Pacific rely.
Eight ports are most relevant: Singapore; Colombo and
Hambantota, Sri Lanka; Aden, Yemen; Djibouti; Sokhna, Egypt; Haifa; and
Piraeus. In total, these ports account for over 50 million twenty-foot
equivalent units (TEUs), the standard measurement for maritime transport.
Before the Covid pandemic, Chinese ports handled around 240 million TEUs, four
times greater than American ports’ 55.5 million, and greater than all combined
East Asian port traffic. This provides the CCP with an immense amount of data,
collected from shipping-terminal software in each of its state-owned or
parastatal ports. Hence the CCP has an excellent understanding of maritime
traffic, particularly in the Indo-Pacific, but also elsewhere.
The immensity of China’s merchant fleet compounds the
issue. As of 2019, China’s commercial fleet had a capacity of 270 million
deadweight tons (DWT). And even that figure understates the size of what was,
by last year, the largest such fleet in the world. Commercial tankers are often
registered under “flags of convenience” — the flags of states that lack residency
requirements and extensive admiralty regulations — to mitigate an owner’s
liability. Conveniently flagged ships likely make up half of the world’s
merchant fleet. CCP-controlled groups purchase ships and operate them under
flags of convenience, and the party itself has also created shell companies and
affiliated private entities to purchase ships that are then flown under the
flags of U.S.-friendly countries. This adds yet more data to the Chinese trove,
allowing the CCP to identify transport patterns.
A troubling inference follows: The CCP likely has more
information on American commercial vulnerabilities than the United States does.
China not only has the world’s largest navy. It not only
has a regional and global port network feeding it information on American
economic activity. It also has a merchant fleet beholden to the CCP that it can
use to both deny the U.S. critical goods and support its own manufacturing,
energy consumption, and peacetime or wartime logistics. This gives it the power
to mount a de facto blockade against the U.S., by rerouting
ships away from American ports.
Given the opacity of merchant flag-bearing, American
planners cannot trust foreign-flagged ships. The U.S. merchant fleet is
woefully weak, and what strength it does have is required for domestic
transport. Meanwhile, the American maritime-industrial base has not produced a
major civilian ship since the mid 2000s, making rapid commercial expansion hard
to imagine.
Chinese maritime strategy is holistic. The
CCP integrates industrial, naval, and commercial considerations to expand its
strategic options before and during conflict. If we hope to win our global
competition with the PRC, we’re going to need to come up with our own holistic
approach to match — and fast.
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