Quotulatiousness

April 30, 2026

China’s weaker-than-it-seems strategic position

Filed under: China, Economics, Food, Middle East, Military — Tags: , , , — Nicholas @ 03:00

On the social media site formerly known as Twitter, ESR expands on a post by Tom Kratman about the strategic weakness of the current Chinese government:

Tom didn’t explain his second assertion, but it’s important so I’m going to do it.

China is in the worst strategic position of any great power in history because it is critically dependent on resources it has to import, and it doesn’t have control of the sea lanes over which it imports them.

China is neither food nor energy self-sufficient. It needs to import pork from the United States, grain from Africa, coal from Australia, and oil from the Middle East to keep its population fed and its factories running.

Naval blockades at about three critical chokepoints (Hormuz, Malacca, Sunda) would cripple the Chinese economy within months, possibly within weeks. China does not have the blue-water navy required to contrast control of those chokepoints. The moment any first-rate naval power or even a second-rate like India decides China needs to be stopped, it’s pretty much game over.

As a completely separate issue thanks to the one-child policy, Chinese population probably peaked in 2006 and has been declining ever since. Every year in the foreseeable future they will have fewer military-age males than they do now. Most of those males are only sons; their deaths would wipe out entire family lines, giving the Chinese people an extremely low tolerance for war casualties.

Then there’s the glass jaw. The Three Gorges Dam. Which is already in some peril even without a war — you can compare photographs over time and see that it’s sagging. If anyone gets annoyed enough to pop that dam thing with a bunker-buster or a pony nuke, the resulting floods will kill millions and wipe out the strip of central China that is by far the country’s most industrially and agriculturally productive region.

The Chinese haven’t fought a war since 1971. They lost. Against Vietnam. The institutional knowledge that could potentially fit their army for doing anything more ambitious than suppressing regional warlordism does not exist.

I could go on. But I think I’ve made Tom’s statements sufficiently understandable already.

The position of the Three Gorges Dam on the Yangtze River in Hubei Province, showing the major cities downstream of the dam.
Image by Rolfmueller via Wikimedia Commons.

And Tom Kratman responds:

Almost perfect; you missed four tricks.

1. People, when we talk about blockading China, imagine that we’re talking about a civilized stop and search. Uh, uh; we will designate a no go zone and sink without further warning anything that enters it.

2. Our blockade will be distant, well out of range of those Oh-they’re-just-too-terrible-for-words (but never tested) DF-21s. [Wiki] (You did sort of address this, but not in so many words.)

3. We can blow the levees on the Yellow River, too, to kill many millions more and destroy still more industry (it flows above ground).

4. China not only doesn’t have the navy to contest with us, it can never have that navy. Why not? Because there’s only so much wealth to go around; China is surrounded on all sides by enemies with anywhere from decent to quite good armies, any or all of which might take a stab (pun intended) at carving China up like a turkey. They must put a lot more money and effort and manpower into stymying those than they can ever put into meeting us and Japan.

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