IC-HGV would make sense if China was retaining its minimal credible deterrence strategy, and would almost certainly have started development for that purpose.
However, the scale and scope of China’s nuclear modernisation as well as clear political messages being sent by well connected individuals makes it clear that China has not decided it needs full MAD and is well on course to achieve that with traditional means.
China’s new silo fields and all the rest are not to future proof against possible future US BMD advances, but to give the US the unmistakable and unambiguous message that China can not achieve MAD. If and when the US upgrades it’s BMD, China would expand its conventional nuclear forces in kind to maintain MAD, and frankly the US would have to be stupid to get sucked into an arms race in that area against China.
In that context, IC-HGVs adds basically nothing to the table, because if you are launching hundreds of missiles with thousands of warheads, no BMD is going to come close to making any meaningful difference.
I agree that China is seeking full scale MAD, which is why I believe they would have developed IC-HGVs as a way of ensuring MAD in case the US decided to pursue a robust BMD capability.
If the US does not pursue a robust BMD capability, then I believe the PLA's procurement of IC-HGV will be of smaller scale and/or may look into additional secondary roles for it.
The option to play dumb is only available if you have escalation dominance and isn’t afraid to go to the next level. With MAD, there is no escalation advantage for anyone, so there is no reason to rush up the escalation ladder but every reason to wait and see. Especially if the incoming strike was limited meaning your second strike capabilities are not at risk if you delay your response until after impact to know what you need to respond to.
So, as I have repeatedly written, the idea of using IC-HGVs for these kind of roles (such as conventional strikes against CONTUS) cannot be ruled out.
I fully agree it is a possibility.
But I am very uncomfortable with the way that they are being confidently spoken of as if they are likely or given assumptions for how these nation states may react, and then using those questionable assumptions about how they may react at the political and strategic level to justify these hypothetical roles described.
I will adapt what I wrote to Zeak, and apply it here:
"What kind of conflict scenarios could the PLA seek to conduct a conventional IC-HGV strike against CONTUS? At what stage of the conflict are they in, what are the losses that each side has already suffered? What is the territories occupied or lost? What is the level of strategic alert each side is at? What are the conventional and nuclear forces that each side has lost or retained at this point?"
Those are all very baseline questions, and very much unknowns, and I think we are massively overreaching if we think we can model behaviours for those kind of hypothetical scenarios, and use those as a bases for justifying that the IC-HGV system will serve as China's "newest, and as yet, only effective conventional strike option against high value targets on CONUS itself".
Let me reiterate -- I don't think we can rule out the possibility that the IC-HGVs into the future may have a conventional strike role against CONTUS.
It is indeed something we need to consider.
But we are too far away from the level of strategic deterrence and MAD that China has in service to even start entertaining how each side might react.
Maybe once the PLA has filled up its new missile silos with CONTUS ranged ICBMs, augmented its TEL ICBM force, and has a robust fleet of survivable SSBNs with CONTUS ranged SLBMs (i.e.: established a sufficient credible level of MAD), then we can start thinking about how the US at the high political and strategic levels of decision making, would react to hypothetical IC-HGV conventional strikes against CONTUS.
However I think it is too early right now.
So you don’t think China finally deciding to commit to achieving MAD doesn’t represent a massive paradigm shift in terms of both China’s threat assessment and existing strategy?
The way I see it, Beijing has concluded that it can no longer trust the old assurances that the US will not seek to proactively provoke conflict out of its own self interest, or be easily deterred by the prospect of massive civilian casualties from even a single successful nuclear weapon detonation counterattack.
Its first priority is to achieve MAD to safeguard itself against nuclear blackmail by the US. The second level objectives after that most basic of goals have been reached is to limit the damage to the Chinese economy in the event of a direct shooting war between the US and China.
Frankly you will have to be an idiot to think the US will not use the cover of an armed conflict to do as much damage to China’s economic heartland as it could.
While the Chinese military might be able to effectively defend themselves against direct attacks by American forces, the same cannot be said of soft civilian infrastructure all over China. China is simply too vast, even if the PLA devoted itself entirely to trying to defend civilian infrastructure, it will not have remotely enough man and assets to defend even a fraction of targets worth hitting.
This is where IC-HGV, or indeed any reliable conventional strike option against CONUS targets become invaluable. Because the only way to effectively deter the US from going to town attacking Chinese civilian infrastructure is if China makes it clear it can and will respond in kind against equivalent targets on CONUS itself.
If America wants to send tomahawks against Chinese factors, China will fire IC-HGVs at LockMart and Boeing. And that’s how you stop America from targeting your civilian infrastructure to start with and keep the fight clean.
I absolutely believe that China committing to MAD (or at least, significantly enhanced nuclear deterrent capability) is a significant massive paradigm in terms of China's threat assessment and existing strategy.
And the only reason that we can have the ability to talk about MAD, is because of the demonstrated infrastructure and systems that we now have clear evidence of.
I do not believe that level of political and strategic posture is something we could have talked about or entertained prior to having significant evidence of it.
Similarly, I do not think we yet have the evidence or preconditions yet to talk about PLA conventional intercontinental strikes against CONTUS as part of its doctrine. That is a significant change and expansion in its strategy and the geopolitical balance that exists, and I think a significant threshold similarly must be reached before it can be considered as a likely doctrine.