I doubt Dalian and JN both will construct two carriers at a time. There are other fish to fry for these yards, both in terms of commercial committments and naval procurement for PLAN. Nor do I think PLAN is really trying to be a nine carrier-force. You also have to find crews and aviation personnel etc to scale with that sort of construction pace. Of course its all just guessing and speculation.
The build pace so far suggests that even if we see the start of module contruction for Type 004 tomorrow, that carrier wont be launched before 2029 and wont be operational before around 2032. A repeat Fujian type carrier may cut some time, maybe from ca eight to five or six years between module construction and a notional commissioning.
This is my view of what will drive Chinese naval construction over the next decades.
Do you see any holes in the reasoning?
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Look at the situation today
China is the world's largest trading nation, importing raw materials and exporting manufactured goods
This is essential for the Chinese economy.
The vast majority of this trade is via ships.
Therefore China obtains more economic benefit from seaborne trade than the US.
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If you ignore the undervalued exchange rate controlled by the Chinese government, then in terms of actual output of goods and services, the Washington-based World Bank purchasing power parity numbers suggest the Chinese economy is actually 25% larger than the US economy.
If you correct for measurement differences (such imputed rent in the US and the undercounting of Chinese consumption figures), the indications are the Chinese economy is somewhere between 50-100% larger than the US.
It means that even today, China has the financial and industrial resources to build a bigger Navy.
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Historically over the past 500 years, the world's largest trading nation builds the world's largest Navy to protect its global seaborne trade.
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These statements imply:
1. China has a requirement for a larger Navy (11+ supercarriers or their equivalents)
2. The Chinese economy can support the building of such a Navy
3. In the past, this is what other countries have done previously
This is what will be driving Chinese naval development in the next decades.
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And as China builds up its military faster, then China-based factories becomes more reliable as any blockade becomes less likely to happen and less effective.
If and when we get to the point where the Chinese Navy is significantly larger than the US Navy, then China-based factories and supply chains are the safe and reliable option. It will be US factories which become the risky option as they are subject to blockade by the Chinese Navy.