Two parties have watched Operation Epic Fury (OEF) from a distance. China has been taking notes. The United States Indo-Pacific Command (INDOPACOM) has tracked munitions consumption rates of U.S. Central Command (CENTCOM). Both the PRC and INDOPACOM know that what is happening above, in, and around Tehran will impact Beijing’s plans to take Taiwan. And they know Washington plans to prevent that.

Opposing Forces

The Peoples Republic of China (PRC) strongman Xi Jinping declared Taiwan “must and will be” absorbed. He has even set a deadline of 2027 for his military to be ready to seize Taiwan. The Pentagon reports that Beijing “continues to refine multiple military options” to take Taiwan “by brute force.” Xi is assembling the capabilities to execute those options. This includes 420,000 troops, 750 fighter-jets, 300 bombers, 158 warships (including 50 landing ships) and hundreds of missile systems, all in the Taiwan Strait region.

In response, Taiwan has increased defense spending from 2% of GDP in 2019 to 3.3% of GDP in 2026, with plans to invest 5% of GDP on defense by 2030. Taiwan is using those resources to produce homegrown antiship, air-defense, land-attack and air-to-air missiles; expand production of attack-drones; and build a fleet of submarines. Taiwan recently received ATACMS missiles and HIMARS systems. Taipei is still awaiting delivery of dozens of F-16V fighters and TOW antitank systems, which is part of a $21 billion backlog of U.S. arms. Taipei also wants F-35s and additional Patriot systems. In short, Taiwan is racing to construct “a porcupine defense”—one that would make an invasion so painful as to dissuade Xi from even attempting it.

The United States Response

While Xi has been clear about his plans for Taiwan, Washington has been vague. Under the Taiwan Relations Act, neither side of the Taiwan Strait knows exactly what Washington would do in the event of war.

The INDOPACOM commander, Adm. Samuel Paparo, is doing his part to send a clear message. If Beijing attacks Taiwan, he plans to “turn the Taiwan Strait into an unmanned hellscape.” The drones and missilery of “hellscape” would come from multiple directions. Further supporting this clear message is that in 2024, the U.S. Army moved Typhon missile systems to the Philippines, and in 2025 the Pentagon created Task Force-Philippines and deployed a Marine unit armed with anti-ship systems to the Philippines. Lastly, in 2026, the Pentagon unveiled Army Rotational Force-Philippines, which will deploy missile and drone assets.

Currently the Pentagon is revitalizing airfields in the Philippines, Tinian and Wake Island; basing top-of-the-line fighters on Okinawa; and rotating B-52s through Australia. Army units on Palau have tested land-based missiles against seagoing targets. And F-35s are now carrying long-range antiship missiles tailormade for targeting a PRC invasion fleet.

Near the end of his tenure, however, commanding U.S. Army-Pacific, Gen. Robert Brown reported that his PRC counterparts “don’t fear us anymore.” This is regrettable, but understandable. America’s Navy deploys fewer than 300 ships which, like America’s commitments, are spread around the world. Those commitments expend finite assets: OEF has exposed the limitations of U.S. weapons stockpiles and production capacity, and it has forced the Pentagon to shuffle assets from the Indo-Pacific to the Middle East.

Allied Response

America’s not-so-secret weapon is its interconnected system of alliances. America’s alliances serve as force-multipliers, layers of strategic depth, and outer rings of America’s own security, which enable power projection through prepositioning, basing, overflight, and resupply. Even though U.S. allies are critical, China has no real allies.

Japanese Prime Minister Sanae Takaichi describes an attack on Taiwan as a “threat to Japan’s survival,” indicating Japan would assist the U.S. in defending the island. In hopes of preventing such a scenario, Japan has bolstered defenses across its southwestern territories, placing F-35Bs on Kyushu, anti-ship systems, air-defenses, and electronic-warfare units on islands south of Kyushu; and air-defense and missile-defense units on Yonaguni Island (70 miles east of Taiwan). In addition, Japan is fielding 22 attack submarines, acquiring 500 TLAMs, producing missiles domestically, and upconverting ships into aircraft carriers armed with F-35Bs.

Australia is partnering with the U.S. and Britain to deploy a fleet of nuclear-powered submarines, and Australia has opened its territory to U.S. Marines, submarines and B-52s.

Briain and France have stepped up in production of a key element needed for TLAM production due to China shutting off the supply. Norway is supplying the U.S. with antiship missiles and joint strike missiles. A U.S.-Israeli partnership is manufacturing loitering munitions, which are likely part of Paparo’s “hellscape.” Japan, Australia, Britain, Canada, France, and Germany have conducted freedom-of-navigation operations through the Taiwan Strait further supported by Britain, Italy, and France coordinating deployments of their aircraft carriers in the Pacific.

Enhancing A Deterrent Posture

China’s commitments and assets, conversely, are focused on its neighborhood. If Xi moves against Taiwan, his arsenal will be better positioned than the U.S. and is more sophisticated than Iran’s.

Deterring Xi from making that move will require more capability and more defense spending.

Sen. Roger Wicker has unveiled a plan to increase defense spending to 5% of GDP. Similarly, the Commission on National Defense Strategy recommends lifting defense spending to levels “commensurate with the U.S. national effort seen during the Cold War.”

Although the president recently called for more military spending, the administration’s FY2026 defense budget was just 3.2% of GDP. The Cold War average was more than twice that.

The Way Forward

It is time to maintain a policy of “strategic ambiguity” to one of strategic clarity because of the great danger it presents. The secret alliances that led to World War I remind us that there is a greater risk in leaving defense guarantees opaque. The open defense treaties that followed World War II, and prevented World War III remind us that the prudent course is clarity of commitment.

There is a blueprint for deterring war over Taiwan: Washington needs to be clear about the nature of its commitment to Taiwan. Washington needs to view alliances not as liabilities to cut, but as resources to nurture. “We cannot afford,” as Churchill once counseled, “to work on narrow margins, offering temptations to a trial of strength.”

Alan Dowd is a regular contributor to Global Security Review and a senior fellow with the Sagamore Institute, where he leads the Center for America’s Purpose. Views expressed in this article are the author’s own.

A Blueprint for Deterring War Over Taiwan was originally published on Global Security Review.

Whether knowingly or not, these headlines promote a false narrative that China wants the world to believe. As an example of complex psychological warfare, the narrative aims to weaken the will of the Japanese public and the international community at large to defend Taiwan against a future Chinese attack. To prevent the weakening of deterrence, it is necessary to set the record straight regarding Japan’s policy towards Taiwan.

The 1972 Japan-China Joint Communiqué

The previously cited news reports mischaracterize a comment made by Prime Minister Takaichi, who told lawmakers, “The Japanese government’s basic position regarding Taiwan remains as stated in the 1972 Japan-China Joint Communiqué, and there has been no change to this position.” Specifically, she is referring to paragraph 3 of the 1972 communiqué: “The Government of the People’s Republic of China reiterates that Taiwan is an inalienable part of the territory of the People’s Republic of China. The Government of Japan fully understands and respects this stand of the Government of the People’s Republic of China, and it firmly maintains its stand under Article 8 of the Potsdam Proclamation.”

Importantly, the communiqué does not say that Japan “affirms,” “recognizes,” “endorses,” or “agrees with” the viewpoint of the People’s Republic of China (PRC), the communist regime that governs the country today. The communiqué states only that Japan “understands and respects” the PRC’s position.

When the United States established diplomatic relations with the PRC, it used similar language. Paragraph 7 of the 1979 U.S.-PRC Joint Communiqué states, “The Government of the United States of America acknowledges the Chinese position that there is but one China and Taiwan is part of China.” In this context, the word “acknowledges” performs the same function as the phrase “understands and respects” does in the 1972 Japan-China Joint Communiqué.

A key legal distinction lies in whether a government uses the word “recognize,” which then constitutes formal acceptance of a claim’s legal validity. Japan and the U.S. both stated that they “recognize” the PRC as the “sole legal government of China.” By recognizing the PRC as the sole legal government of China, Japan and the U.S. were adopting a “One China” policy.

A crucial aspect of the “one China” policy adopted by both Japan and the U.S. is that neither recognizes the PRC’s claim that Taiwan is a part of China; they merely take note of the PRC’s position. Where the American and Japanese policies differ is Japan’s insistence that it “firmly maintains” its stance under Article 8 of the 1945 Potsdam Declaration. Unpacking the meaning of Japan’s reaffirmation of Potsdam requires a review of multiple related declarations and treaties.

Shimonoseki to Cairo to Potsdam

Several treaties and declarations over the last century have shaped how the international community manages the Taiwan situation. Following the First Sino-Japanese War, China’s Qing government ceded, “to Japan in perpetuity and full sovereignty,” the islands of Taiwan and Penghu, as stated within the 1895 Treaty of Shimonoseki.

Fast forward to before the end of World War II, U.S. President Franklin D. Roosevelt, United Kingdom (UK) Prime Minister Winston Churchill, and Republic of China (ROC) President Chiang Kai-shek issued the 1943 Cairo Declaration, promising the return of territories like Taiwan and Manchuria to China.

At the time, the PRC did not exist. The ROC government replaced China’s Qing government in 1912 and continued to govern China until it was forced out by the Communists in 1949, at which point it took refuge in Taiwan, Penghu, and various other minor islands along the Chinese coast.

Days before the end of the war, the major allies of the U.S., the UK, and the Soviet Union held the Potsdam Conference and issued the Potsdam Declaration, preparing the terms of Japan’s surrender. Article 8 of the 1945 Potsdam Agreement states, “The terms of the Cairo Declaration shall be carried out and Japanese sovereignty shall be limited to the islands of Honshu, Hokkaido, Kyushu, Shikoku and such minor islands as we determine.”

Following the devastation from the atomic bombings, Japan signed the Instrument of Surrender at the end of World War II, agreeing to “carry out the provisions of the Potsdam Declaration in good faith” and “take whatever action may be required…for the purpose of giving effect to that Declaration.”  Japan transferred administrative control of Taiwan and Penghu to the ROC in 1945. Only a few years after the end of World War II, civil war broke out between the ROC and the PRC on mainland China, leaving Japan no opportunity to formally cede the islands to either rival government. Although the ROC continues to govern those islands to the present day, it never acquired legal sovereignty over them. This is why Taiwan’s status is still often described as “undetermined.”

An International Matter

The Cairo Declaration cannot be implemented as originally intended because the ROC no longer governs China, and even if it did, Japan no longer has the legal capacity to transfer sovereignty. In short, Japan has never recognized Taiwan as part of China. Since 1972, it has acknowledged the PRC’s position without endorsing it, while reaffirming its postwar obligation to comply with the terms of Potsdam and Cairo.

As part of re-establishing relationships with the allies, Japan renounced “all right, title, and claim” to Taiwan and Penghu without designating a recipient through the signing of the 1951 San Francisco Peace Treaty. Neither the ROC nor the PRC governments were invited to participate, nor were they even mentioned within the treaty.

The San Francisco Peace Treaty is the latest legal document to leave Taiwan’s status unresolved, transforming it into an international problem rather than a settled matter of China’s domestic sovereignty. Prime Minister Sanae Takaichi’s recent remarks reaffirmed Japan’s longstanding position, which is essentially a position of neutrality. Claims to the contrary misread the Japanese Prime Minister’s words and the legal history behind them.

Lindell Lucy is based in Honolulu, Hawaii. He holds a bachelor’s degree in philosophy from Stanford University and a master’s degree in international relations from the Harvard Extension School.

Not Part of China: An Explanation of Japan’s Taiwan Policy was originally published on Global Security Review.

In 1966, he directed the establishment of the military-controlled Chung Shan Institute of Science and Technology (CSIST) and made nuclear weapons research a primary focus. Over the next two decades, Taiwan aggressively pursued a clandestine nuclear weapons program. Its remarkable advancement came to an abrupt halt in 1988 because of one Taiwanese scientist who was also a Central Intelligence Agency informant. What if that had not happened?

Continuing tensions in the Taiwan Strait along with conflicts in Ukraine and the Middle East have renewed conversations about the validity of the extended deterrence provided by the United States. Understandably, states may doubt the veracity of these current security guarantees.

We offer a counterfactual historical analysis to assess the traditional tradeoffs between a state’s right to nuclear weapons for security versus the established US foreign policy commitment of extended deterrence, which costs the United States significant human and material resources. If Taiwan was permitted to build a successful nuclear weapons program, what would the security environment in the Taiwan Strait look like today? Could the United States have prevented its own security dilemma with China, or would it have become more precarious? Can a what if scenario help inform a what’s next scenario for American foreign and nuclear policy?

To begin the analysis, a baseline understanding of nuclear postures is needed. Vipin Narang offers a simple construct for nuclear posture. It is the combination of a state’s capabilities, employment doctrine, and its command-and-control structure.

In his book, Nuclear Strategy in the Modern Era, Narang introduces a framework that systematically explains the nuclear posture choices made by regional powers based on two variables: whether there is a third-party patron able to defend them and the proximity of a conventionally-superior threat. It then applies several unit-level variables when the security environment is indeterminate.

Moving through his decision tree (below), regional nuclear powers fall into three potential postures: catalytic, asymmetric escalation, or assured retaliation.

A catalytic posture depends on a third-party patron to intervene and de-escalate the situation before nuclear exchange happens.

An assured retaliation posture is assumed when a nation can keep its nuclear forces secure from a potential disarming first strike and assure a costly retaliation on the aggressor. An asymmetric escalation posture is designed to deter conventional attacks by credibly showing the ability and willingness to escalate to nuclear first use options at first sign of conventional attack.

With the groundwork laid, it is possible to examine the PRC’s nuclear posture and posit a hypothetical Taiwan posture. Historically, China maintained an assured retaliation posture. According to the Federation of American Scientists, by 1970, China had approximately 50 nuclear weapons and by 1980 that number was 200. It maintained a small arsenal for over 30 years while maintaining its assured retaliation posture. It was an arsenal that Taiwan could counter, if allowed to continue to build its own weapons.

There are some assumptions required to run through this historical counterfactual. First, Taiwan would have been able to start developing nuclear weapons by 1990. When program shutdown began in January of 1988, Taiwan was assessed to be “at least a year or two away from having a three to six-month breakout capability.” Second, Taiwan would have been able to match a similar pace of production that China achieved from 1964-1979.

Third, China would not have intervened militarily to dismantle Taiwan’s nuclear program. This assumption is based on protections by the United States remaining intact, creating enough deterrence at a time when the People’s Liberation Army, though nuclear capable, was relatively weak.

Fourth, the great powers would not have engaged in counterproliferation efforts against Taiwan. In reality, this was not the case.

Fifth, American concerns over political instability in Taiwan were more muted, which reality would later vindicate.  Again, there were always real concerns with Taiwanese autocracy.

Accepting these assumptions and following the above framework, we suggest Taiwan could have fielded approximately 50 nuclear weapons as early as the mid-1990’s. This nuclear arsenal would have been sufficient to achieve an asymmetric escalation posture, which is best suited and specifically designed to counter conventional attacks from a conventionally superior neighbor.

To be credible, Taiwan would need to declare that any attempt to unify Taiwan and China by force will lead to a nuclear response. With this posture Taiwan would improve its ability to use asymmetric escalation to deter by denial—using nuclear weapons to deny the aggressors military objectives—and deterrence by punishment.

Had Taiwan been able to reveal an asymmetric escalation posture in the mid-1990s, would it have improved the balance of military power, sustained the status quo, and created a more stable security environment? There is no doubt Taiwan could inflict damage and deter a rational actor. Would it have been enough to deter China, who equated its national destiny with unification, including by force? Alternatively, would the revelation of Taiwan’s nuclear program intensify the cross-strait security dilemma by accelerating China’s own potential nuclear expansion? The unknowns of China’s decision calculus perplex even the modern analyst.

If the United States afforded Taiwan the space to develop a nuclear arsenal, would that have absolved America from any security commitments? One might argue the United States may have become more entangled in containing proliferation and a potential cross-strait nuclear war.

Certainly, the Republic of Korea (ROK) would not have appreciated another neighbor obtaining nuclear weapons while it faced its own nuclear-armed adversary. And Japan, given its tenuous history in the region, would likely have been unhappy to see the ROK field nuclear weapons without achieving its own equitable defense.

The discussion of alternative history matters in 2025 because middle states have witnessed what happened with Ukraine—a country without indigenous nuclear capability nor under the umbrella of protection from a third-party patron. Middle states across the world are recognizing that the security guarantees of a nuclear power extend only as far as its national interests.

It is no wonder that Ukraine now seeks a stronger security guarantee in the form of either “nukes or NATO.” And by extension, it’s not surprising that other middle states in comparable situations, like Taiwan, would re-evaluate their trust and confidence in the United States’ security promises. They see the writing on the wall with waning political interest and resources to combat adversaries in a multi-polar world.

Graham Allison observed that the United Kingdom learned, in the late nineteenth-century, rising German, Russian, French, and American navies meant its “two power standard” for naval supremacy was no longer a viable security formula without over-extending its resources. A century later, the United States finds itself in the position of Britain, compelled to re-evaluate its policies as a multipolar world challenges American dominance.

Chief among these policies must be exploring an international security strategy that defines and is faithful to American national security priorities, within available resources, unambiguous, and exploits the broad array of instruments of power. The nation must avoid the mistake of treating everything as a national security priority, rendering nothing a priority. This results in under-resourced and under-supported engagements, which erodes trust and confidence in the United States.

There will be winners and losers if the United States strikes a truly prioritized strategy.  But Thucydides argues that this is the nature of international politics, however unfortunate; the strong do what they can and the weak suffer what they must. However, as the alternative history above suggests, left to their own devices, vulnerable middle states may lean towards obtaining their own nuclear weapons.  Thus, creative new security solutions must replace resource-intensive extended deterrence in those cases, if nuclear non-proliferation remains a top national security priority. 

Kira Coffey is a 2024 Air Force National Defense Fellow and International Security Program Research Fellow at Harvard Kennedy School’s Belfer Center. She is a graduated squadron commander, combat pilot, and China Foreign Area Officer. Her research focuses on Great Power Competition with the People’s Republic of China. 

Ryan Fitzgerald is a 2024 National Defense Fellow and Security Studies Program Fellow at the Massachusetts Institute of Technology. He is a graduated squadron commander and combat pilot. His research focuses on International Relations and Nuclear Deterrence.

Opinions, conclusions, and recommendations expressed or implied within are solely those of the authors and do not necessarily represent the views of the United States Air Force, the Department of Defense, or any other US government agency.

Taiwan’s Nuclear What-If: Implications for U.S. Strategy and Global Security was originally published on Global Security Review.