One key aspect of the Ukraine conflict is how America has been able to advance its foreign policy goals through its allies in Europe. Another aspect is how Russia’s geography limits its operation. NATO has been able to press its advantage next to Russia with little recourse. As we’ve seen, Baltic fleet is under threat from all directions. North fleet also has to pass through the advanced nuclear sub fleet of Royal Navy. Black Sea Fleet is constrained by what Turkey allows in and out. It is very hard for Pacific fleet to help other side due to Arctic ice and long distance. As such, Russia has always been limited as a land power rather than Naval power.
One of the great narratives pushed by Internet armchair QB is China’s bad geographical setup. There are 2 key arguments here:
1) China’s SLOC and energy route has to pass through international water that are controlled by US Navy and allies.
2) China is surrounded by nations that could be hostile along the first and second island chain which prevented the from breaking out.
So, I think it’s important to address these 2 arguments separately..
The first one was always one of those existential questions that we discussed on SDF back in early 2010s when I was really active here. Over time, China has only started to import even more oil and natural gas from the Middle East and Africa than it ever did before. Even back then, the question was always how US Navy could identify whether an oil tanker or a LNG carrier is heading to China or Japan or SK. Now, the other question is how will US navy have enough ships to stop more of them from getting to East Asia. It would be crazy for USN to use Burkes to block oil tankers from getting to East Asia. Similarly, could RAN intercept ships carrying natural resources while operating in Indonesian or Malaysian water. That would seem pretty crazy. Now, let’s say they do the unthinkable and just lay mines all around route from Middle East to China and screw every ASEAN countries. Would that stop China? This is where Russia comes in. Assuming China and Russia will continue to help each other, this will significantly alleviate oil/natural gas pressure against China. I’ve discussed several times in the past that 7 out of 13 million bpd of crude oil that China currently use could be supplied by just the domestic production + pipeline and import from Russia. If we add in additional oil tankers from Russia and possible delivery from fuel trucks, they could get even more than 7 million bpd. That would be more than enough in a society that has this much electricity based transportation (rail, buses and EVs). That’s one of the huge changes that have made China resilient to getting cut off from oil. If they reach 50% EV sales in a couple of years, they can entirely stop 95% of oil transportation and still function as a society. Which brings us to electricity production. Natural gas remains a small fraction of China’s electricity generation. China is also able to get pretty much all it needs from domestic production, Russian LNG, Malaysia and gas pipelines from Russia and other countries based on my examination here
World non-renewable energy discussion. Aside from that, they have a lot of spare coal capacity that can always get switched on along with more installation of renewable energies to cover any electricity outage.
So, what do they miss? The most obvious one is Iron Ore. They import large amount of that from Australia. All of that can be cut off over night. Same with copper, where the largest exporters are south American countries and Australia. They can definitely import a lot more of that from Russia. I think another solution is Afghanistan. They have large reserves of Iron, Copper and Lithium that are basically untapped. You can get to Xinjiang easily from Pakistan with the Karakoram Highway which can then get you to Kabul.
. There is also a proposed Iran/Afghanistan rail to China that is on the drawing board
. Not really sure how feasible that is and how long it would take to build something over there. There should already be existing freight rail lines between the two countries via longer path, so this project is not critical. China is looking to get into more Afghanistan infrastructure project for good reason
. They need those Afghanistan resources that can get to China via friendly countries. Developing new mines can take some time, so that’s where they will probably want to push things.
As such, they can probably secure all the resources they need through their land based partners. I think it would be important for them to have a mutual defense treaty with Pakistan like the one they have for North Korea. And Ideally, that would allow China to operate out of Pakistani air fields during times of war. It would also allow for even greater cooperation between the 2 militaries. Such an arrangement would also allow China to have an eye over the Persian Gulf and potentially blackmail hostile European countries during a major conflict. At the same time, (and despite my personal distaste for the Taliban, I think China will probably need to recognize the Taliban government for greater access into their natural resources and infrastructure projects. Getting the resources they need is quite crucial. There are resources out there where Russia is not a major exporter.