Lawfare Archive: How China Might Coerce Taiwan
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China may not need to invade Taiwan to achieve its strategic goals—instead, it could use a coordinated blend of coercion tactics that are less visible, more ambiguous, and far more destabilizing than a full-scale war. In a provocative analysis from May 2025, Daniel Byman, Evan Braden Montgomery, and Toshi Yoshihara argue that Beijing is developing a sophisticated toolkit of non-invasion strategies: maritime and air blockades disguised as law enforcement, covert subversion campaigns targeting Taiwan’s political and military leadership, and nuclear signaling designed to intimidate the U.S. and Japan. The real danger lies not in any single tactic, but in their combination—where a blockade creates isolation, subversion sows doubt about Taiwan’s will to resist, and nuclear threats pressure U.S. allies into inaction. This 'triple coercion' strategy exploits existing skepticism in Tokyo and Washington about American reliability, turning the very uncertainty of U.S. commitment into a weapon. The authors warn that U.S. defense planning remains dangerously focused on invasion scenarios, leaving critical gaps in readiness for lower-level but high-impact coercion. The result is a new kind of conflict—one where victory may come not through force, but through psychological and political collapse. The episode underscores a fundamental shift in strategic thinking: the most dangerous threat to Taiwan may not be an amphibious assault, but a carefully orchestrated campaign of ambiguity, pressure, and institutional erosion. Taiwan must strengthen both its military resilience and its civil defense, while the U.S. must rethink its deterrence posture, invest in non-kinetic tools to counter subversion, and re-engage with nuclear crisis management. Without these changes, the U.S. risks being caught off guard in a conflict that begins not with a shot, but with a blockade, a whisper, and a red line.
China may prefer coercive strategies over invasion to avoid economic and military costs that undermine its long-term 'China Dream'.
A coordinated blockade, subversion, and nuclear signaling campaign could create psychological collapse in Taiwan and deter U.S. intervention more effectively than war.
Taiwan's survival depends not just on military strength, but on demonstrating visible will to resist through civil defense and anti-sabotage measures.
The U.S. must develop non-kinetic tools to counter subversion and improve crisis response for non-invasion scenarios like blockades.
Japan’s role as a linchpin of U.S. forward operations makes it a prime target for coercion, and U.S. extended deterrence must be reinforced with theater nuclear capabilities.
…and 3 more takeaways available in PodZeus
Introduction and Context
The episode opens with a promotional segment for Lawfare Media, followed by a brief recap of the U.S.-China summit in Beijing, setting the stage for a deep dive into China’s potential coercive strategies toward Taiwan.
Why Invasion May Not Be China’s Best Option
“Invasion might not be the optimal route for China if it does indeed want to forcibly reunify with Taiwan—victory at an extremely high cost.”
The Coercion Toolkit: Blockade and Quarantine
“The impact of a quarantine could be almost more psychological than physical—creating the perception that Taiwan is alone.”
Subversion and the 'Reverse Zelensky Effect'
“The goal is to create doubt in the minds of decision makers in Washington and Tokyo about Taiwanese will to fight.”
Nuclear Signaling as a Coercive Tool
“China may be developing what could be viewed as an asymmetric advantage in non-strategic nuclear capabilities with its missile forces.”
“Individually, a lot of these coercive efforts are not new. But if you start thinking about how they might be employed in combination, they work in tandem in a very powerful way.”
“China may be developing what could be viewed as an asymmetric advantage in non-strategic nuclear capabilities with its missile forces.”
“The impact of a quarantine could be almost more psychological than physical—creating the perception that Taiwan is alone.”
Host
Guests
Taiwan
place
United States
place
Japan
place
Evan Braden Montgomery
person
Toshi Yoshihara
person
Daniel Byman
person
People's Liberation Army
organization
Center for Strategic and Budgetary Assessments
organization
Xi Jinping
person
China Dream
other
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