Tag Archives: China

Peak 2020: An Apology to 2017

Readers of The Affiliate Network may recall that three years ago we dubbed 2017 “The Worst, Worst Year”. We were wrong and we owe an apology. 2020 has taken that title and expanded it beyond what most of us considered likely or even possible. The mysterious and terrifying pandemic and the economic tsunami that followed, triggered massive social, political, and economic upheavals around the world. Though the epoch-ending event is not exactly a “black swan” — many credible practitioners regarded it as a certainty — it will still leave a mark lasting decades and may permanently alter the course of human events.

The Worst

The world’s understanding of the novel Coronavirus, nCoV2, is that it emerged out of Wuhan, China in the waning weeks of 2019, and swept across the world like a wildfire. It turned human lungs to concrete, seemingly at random, and left paralysis and ruin in its wake. The contagion quickly spread to Iran before turning up in Italy, Spain, Belgium, France, and eventually New York. The time between the first reported cases in Wuhan to the day the World Health Organization declared Coronavirus 19 Disease (COVID19) a true pandemic: ten and a half weeks. At the time the WHO made the declaration there were 150,000 cases. Nine months later there are nearly 73 million.

A clue to the breathtaking speed of the contagion lies in the WHO declaration which cites “alarming levels of inaction” by the world’s governments. Reflecting a trend among democratic governments with populist tendencies; the leadership of Belarus, Brazil, Hungary, Great Britain, Sweden, the Netherlands, and most notably, the United States, chose to place short-term economic concerns above public health despite the terrifying data and the uncertainties about immunity, transmissibility, treatments, and fatality rates. Though the northern European governments (except Sweden) rapidly reversed course, the most bizarre and damaging response came from the White House itself.

The President of the United States, in a daily Coronavirus briefing, alternated between touting the aggressiveness of his personal response, to dismissing COVID as “just a flu”, a “hoax” perpetuated by his rivals, and even claimed it “would go away like a miracle.” He promoted myths and miracle cures, pushing the untested hydroxychloroquine and speculated that ingesting disinfectants and “powerful light” could be helpful, all while rejecting preventative measures such as masks and social distancing. The effect upon the United States was obvious. It soon led the world in every COVID statistic and has maintained that grim superlative ever since. What is less obvious, is that US leadership in this dubious regard has produced political headwinds for governments around the world struggling to get their populations to make sacrifices in the interest of public health.

The Rest

Though COVID certainly impacted quite literally everything in 2020, only Victor Perez Sañudo and Lino Miani wrote specifically about the disease in The Affiliate Network. While Mr. Miani made an early analysis of the virus’s potential impact on Africa in “The Cloud Over Africa“, Mr. Perez Sañudo explained how to manage COVID risk to business in “Back to Work“. For most of the rest of 2020 our content focused on the foreign policy moves of ascendent states seeking to capitalize on US retrenchment in the hands of an isolationist White House facing the impacts of the virus.

To some degree or another, Turkey, Russia, and China all pressed their advantages in the international arena this year. Dino Mora warned of Russian influence in Central America in “Educating Costa Rica“, while Mike Skillt, in “Why Russia Cannot Win“, introduced us to the Turkish-Russian struggle for dominance in Syria after the Trump Administration ceded the field. Our colleague Wolfgang Pusztai, one of the world’s most respected Libya watchers, pointed out that conflict is an expanding one. In “Libya: From Civil War to Regional Conflict” Mr. Pusztai describes the Turkish struggle for influence against a cast of actors that have interests there. Russia, he says, used the same ineffective strategy of proxy war it applied against the Turks in Syria. As we would soon see, Russia and Turkey would again glare at each other across the field of battle before the end of the year in Nagorno-Karabakh. With Russian proxies in combat on three sides of a NATO member state, Turkish foreign policy is a concern on a global level.

Meanwhile on the other side of the world, both Teoh Jit Khiam and Mr. Miani wrote repeatedly about developments in the South China Sea where Beijing seeks to set the facts on the ground to its advantage. Mr. Teoh’s “Between a ROC and a Hard Place” analyzed the costs and benefits of Taiwanese independence. He later walked us through the history of China’s relationship with the rest of the region in The Malay Annals.” Lastly, Mr. Teoh capped off his performance with a fun “Alternate Futures” piece that presented a variety of triggers that could spark off a Sino-US conflict. Among the categories of event Mr. Teoh analyzed were “pre-planned actions that take place inside the South China Sea;” similar to the Sino-Indonesian row Mr. Miani wrote about in “Engulfing Natuna.” At the end of the year, Mr. Miani once again turned his pen to the region. In “Strategic Geography of the Internet,” he described efforts by the United States, Australia, Indonesia, and others to safeguard the web from Chinese dominance in the South China Sea. 

The Apology

After living through 2020 and observing its effects with a critical eye, we at the Affiliate Network feel we owe 2017 an apology. The events of 2020, shaped by COVID and made worse by some governments, have changed the game in so many ways. We can only go up from here and we are interested and excited to see what 2021 brings. Among our hopes for the new year are a return to predictability and stability in US foreign policy; a reinvigoration of US alliance relationships both in the North Atlantic and the Pacific; and an embrace of the technology and techniques for remote work that COVID forced upon us. If 2020 had any silver linings, it is up to us to make the most of them.


Lino Miani, CEO Navisio Global LLC

Lino Miani is a retired US Army Special Forces officer, author of The Sulu Arms Market, and CEO of Navisio Global LLC.

Strategic Geography of the Internet

Nearly 30 years since the invention of the world wide web, we have become accustomed to having high-speed, relevant content at our fingertips virtually everywhere we go. The availability of rapidly searchable information is now so important that the service economy globally is completely dependent upon the internet. Increasingly, automation and machine learning have made it possible to integrate the industrial economy as well. Public utilities, industrial and commercial supply chains, emergency response capability, transportation, and public health are all monitored and controlled via the web. Entire economies, governance, and even military power is now largely determined by availability of information…and it all rides on the thinnest of fibers.

If there is a physical structure to the internet, it is the thousands of miles of fiber optic cable that wrap around the planet. These tiny filaments are bundled into cables that carry trillions of terabits of data over mountains and under oceans at the speed of light. The amount of data exchanged daily between machines, sensors, and humans is increasing exponentially and includes everything from cat videos to military targeting data. For that reason, control of the internet, and the cables that carry it, has become a strategic concern for governments and industry alike.

The Thinnest of Threads

The cables that carry the web are simple in concept but complex in reality. Data, in the form of light, passes through tiny transparent fiber optic cables. These fibers, fractions of millimeters in diameter and made of glass, are unsuitable for use in the environment without reinforcement. With some variation, their structure resembles the diagram below with different layers designed to provide functionality and to protect the core from the elements and from breakage by stretching, creasing, or crushing. Adequately protected, the fiber assemblies are bundled into larger cables and laid across the ocean floor by specially equipped vessels.

Fiber Optic Cable
Diagram of a typical fiber optic cable. Many of these will be combined into the large cables that carry the internet between continents.

There is nothing simple however about the function of fiber optic cables. The simultaneous transmission and reception of vast amounts of data on either end of the cable is a complex operation. Distributing that data across all the various fibers must be done with enough redundancy so that information is not impeded by tiny breakages or blockages along the thousands of miles of cable. However, transmitting all data on all fibers all the time is inefficient and instead must be done so that data can reliably reach specific destinations without wasting bandwidth. Balancing this distribution at the speed of light and monitoring the health of the cable along its entire length requires sophisticated servers and feedback mechanisms.

Despite careful management and protective measures, the cables are still vulnerable in a number of ways. Materials degrade over time, making the cables lose strength and possibly eroding their efficiency. They can be broken or damaged by fishing or survey gear, punctured by wildlife, or severed by landslides and earthquakes. On 26 December 2006, a magnitude 7.0 earthquake struck Taiwan, severing eight cables in 18 places. The event severely disrupted internet connectivity in most of Asia for several weeks. Despite subsequent improvements to the strength, diversity, and resiliency of the network, it is still vulnerable to seismic activity and of course, there is no combination that is safe from intentional tampering.

Internet Bottleneck

Herein lies the strategic challenge and opportunity presented by undersea cables. All but one of the multitude of cables servicing Southeast Asia and the southern and western parts of the Indian Subcontinent pass first through the South China Sea. Not only is this an arena of intense strategic competition, but the sea itself is uniformly shallow making the cables relatively easy to access. While any reasonably capable state actor could cut these cables – certainly all those with claims in the South China Sea possess this capability – a more valuable, but more difficult, endeavor is to steal the information flowing through them. Though this is notoriously difficult with fiber optics, it is not impossible.

The techniques for tapping fiber-optic lines are a tightly guarded secret but the principle is an old one. Put a sensor on the line, record all the information that flows past it, and analyze it later. Naturally the lines are more vulnerable at retransmission stations called “regeneration points” and at “landing stations” where the cables emerge from the sea. Still, preventing such theft is not easy. Sensing technologies do exist to detect such tampering but it is not clear how effective they are or how dependent on interpretation. Even if tampering could be reliably detected, it cannot be prevented and it will never be possible to determine what information was stolen and what was not.

Strategic Geography

In historical conflicts, adversaries sought to deny each other access to critical resources or domains of competition such as the seas. In the event of a future conflict in the Indo Pacific region, it may not be possible for an adversary to deny Australia and Southeast Asia access to the world’s oceans, but it is indeed possible to limit their access to the lifeblood of the world economy. U.S. and Australian strategic planners take this problem seriously. They recognize for example there are no complete solutions to the threat posed by Chinese access to the South China Sea and the cables that lie underneath it. One partial solution is as simple as it is ancient. By laying a new cable from the United States to Australia, Indonesia, and Singapore, on a route that passes south of New Guinea, planners can protect the line by putting a tremendous amount of physical distance and defensible terrain between it and the adversary.

The route, which has obvious geographical advantages, also says something about the future of US-Australian-Indonesian relations vis-à-vis China. Interestingly but not surprisingly, the project is being implemented as a cooperative venture between private industry, the respective militaries, and in the case of the United States, as an economic development project funded by the Development Finance Corporation (DFC). The fusion of development with economics and security is not a new concept and is in fact a feature of imperial behavior throughout history. In the 19th Century the fuel that defined power in the Pacific was agriculture and coaling stations. In the 20th it was oil. In the 21st Century, it is — in part — the strategic role of information and the infrastructure that carries it.


Lino Miani, CEO Navisio Global LLC

Lino Miani is a retired US Army Special Forces officer, author of The Sulu Arms Market, and CEO of Navisio Global LLC.

Conflict in the South China Sea: Alternate Futures

“No serious futurist deals in prediction. These are left for television oracles and newspaper astrologers.” – Alvin Toffler, American writer and futurist

Much ink has been spilled over scenarios that may result in a conflict between the United States and the People’s Republic of China. It is fair to state that many have been deliberated and reiterated regularly – tensions on the Korean peninsula, clashes or incidents during a freedom of navigation or an intelligence-gathering operation in the South China Sea, or Taiwan declaring independence. This brief and speculative forecast explores four alternatives, within or beyond the South China Sea and occurring on a “spectrum of intent” ranging from premeditated and/or avoidable or unplanned and/or accidental. No matter how or where it occurs, each singular scenario in the table below could act as the fuse to a U.S.-PRC conflict by 2030.

The simple table shown below displays how four alternative futures are generated. For each, the text below in italics for each scenario gives a one-line summary as to the worldview in this possible future. It is followed by three possible signposts that may lead to, or are characteristic of, the imagined future.

Within the South China Sea Beyond the South China Sea
Premeditated, Avoidable Alternative Future A Alternative Future C
Unplanned, Accidental Alternative Future B Alternative Future D

Alternative Future A: High Seas Interdiction

A U.S. resurgence shows as the ‘Indo-Asia Pacific’ concept acquires currency and tangible forms, formal or otherwise, which the U.S. leads or sponsors but China contests. Select U.S. proliferation security or multilateral military exercises in 2020, involving countries beyond Southeast Asia, lose their original intent and gain aspects of informal alliances or unstated treaties revolving around the Indo-Pacific in 2030. Japan joins as a junior member, together with Germany, of the now-renamed “Five Eyes Plus Two” intelligence-sharing group. Regular and predictable joint statements from ASEAN are a thing of the past, as spirited debates and widening interests among its members mar what was once a due formality.

Scenario: A China Coast Guard (CCG) ship attempts to interdict an Indian-flagged civilian vessel inbound for Taiwan, in international waters within the South China Sea. Repeated boarding attempts by CCG boarding parties are frustrated by evasive maneuvers, emplaced concertina razor wires and sandbags, and serious resistance offered by the Indian crew members who employ water cannons and foam monitors. Suffering mounting casualties from small arms fire and the near-certainty of a CCG seizure of their vessel, the captain and chief engineer begin scuttling her, acting under sealed orders from New Delhi. An Australian Navy ship receiving the Indian vessel’s distress call quickly arrives at the scene to pick-up survivors under Chinese protestations. The Americans in turn rapidly converge nearby USN ships, which incidentally include a rescue and salvage vessel in transit to Japan, to secure the site and recover the rumored cargo: sea-launched cruise missiles destined for Taiwan’s German-licensed, indigenously built submarines. Amidst ratcheting tensions between the parties involved, an apprehensive Beijing quietly hastens mobilization for a cross-strait invasion, irrespective of its state of preparedness.

Alternative Future B: A Downed Flight

China’s leaders, confident, yet eager to entrench its self-perceived hegemony, ‘speak softly’ yet signal to officials down below that ‘big stick’ initiatives are “acceptable” to preserve the status quo. A handful of small countries, beholden to Beijing, officially recognize the PRC’s East China Sea Air Defense Identification Zone (ADIZ), now known as the Eastern and Southern Peace ADIZ, concurrent with China formally issuing a document on its definitions, interpretations, and enforcement. The Code for Unplanned Encounters at Sea (CUES) is no longer a Chinese talking point and is dismissed during regional backdoor meetings as an ‘anachronism’. It is suggested that a revised version be issued via “regional consultations”. China’s Maritime Militia are now equipped with newer and larger boats and are now shadowed by CCG ships during patrols or escort missions at contested fishing zones in the South China Sea.

Scenario: A Taiwanese civilian airliner mysteriously crashes in waters close to South Korea and Japan while attempting to defy China’s newly expanded ADIZ that has now encompassed the South China Sea. Onboard were Taiwanese officials, Japanese diplomats, and media entourage from both countries. Much later, air traffic control voice recordings and open-source data would indicate that the airplane was hailed and shadowed by two People’s Liberation Army (PLA) Air Force fighters, and for a short period, its flight path was well within the theoretical tracking and acquisition range of a PLA Navy guided-missile destroyer. Salvage, rescue, and naval ships from four countries – China, Taiwan, South Korea, and Japan – converge on the general crash location in order to secure physical evidence and the airplane’s black boxes. Within days, it devolves into serious skirmishes between various parties that include ramming and direct fire, forestalling hopes of the quick recovery of the black boxes. The U.S. deploys a carrier battle group to support joint Taiwanese-Japanese efforts to recover the black boxes. Seoul quickly backs down, but China matches American naval presence in a tense stand-off in the East China Sea.

Alternative Future C: Ethnic Killings

The word ‘China’ in South China Sea is no longer a geographic description but de facto and de jure, with acquiescence by many countries surrounding the body of water via a tacit acknowledgment of China’s dominance. Most ASEAN militaries increasingly field and flaunt China-made planes and ships while occasional forays or extended presence by the U.S. in the South China Sea is indulged by PRC in 2030 as “American nostalgia”. The ASEAN countries that once hosted or trained with the U.S. Military, are terminating or reducing the once welcome presence. One or two are even abiding tour operators featuring excursions at China’s reclaimed “islands” open for tourism. China’s re-tooling of its much-criticized “debt diplomacy” is a great success as countries along its touted ‘string of pearls’ increasingly eschew the World Bank and IMF in favor of Beijing.

Scenario: Ultra-nationalists in a South Asian country carry out the first of a series of deadly attacks against their country’s religious minority by using a political procession – ostensibly to protest a remark by a minority rights activist in an interview – as both cover and rallying point. Unverified reports of mass killings follow claims that security forces failed to protect minority-populated areas or were ordered to stand down. As weeks pass with the country on verge of civil war, U.S. and India announce the dispatch of a combined joint task force to the South Asian country under a humanitarian pretext, pending a UNSC resolution. China denounces the preemptive move as blatant, unwarranted interference in the “internal affairs” of said country. The embattled South Asian government, wary of its giant neighbor, officially requests Chinese “peace-keepers.” Beijing quickly agrees and introduces a UNSC draft resolution of their own. Meanwhile, China rallies its token naval presence in-country and mobilizes reinforcements. The race is on to see who will be first to dictate “facts on the ground” aimed at denying or establishing, for the first time in centuries, a significant Chinese military presence in the Indian Ocean.

Alternative Future D: Embassy Attack

Under domestic pressures, the U.S. voluntarily retrenches from the first island chain to the second and then third in quick succession, revealing to the world that American reach starkly contrasts with its self-professed global aspirations. U.S. freedom of navigation operations in the South China Sea and bilateral military exercises with Southeast Asian countries drop-off precipitously. Seoul and Tokyo turn into regional rivals while the U.S. is unwilling or no longer able to mediate between its squabbling allies. The United States commits to various new initiatives against Beijing, even attempting Russian-style influence operations across the “Great Firewall” and in China’s neighboring countries, seeking to displace or overturn China’s position with minimal resources.

Scenario: The Chinese embassy in a Central Asian country hosted a high-visibility diplomatic reception to celebrate a landmark treaty that enhances China’s influence in Central Asia. The reception comes under a coordinated attack launched by an extremist faction of a political movement banned in China and operating in exile from the U.S. Among the casualties is the second-highest-ranking member of the communist party’s politburo standing committee, reputedly a policy hawk on PRC-U.S. relations. The U.S. embassy is later noted as having delegated attendance to its lowest ranking foreign service officer, the cultural attaché, who left shortly before the attack. The leaders of the political movement, denounce the splinter faction but refuse to condemn the attack, giving fuel to long-standing Chinese claims that the U.S. is “sponsoring terrorism”. China’s state media plays up the “heroic sacrifice” of its “leading comrade”. The Central Asian government refuses Washington’s offers of forensic expertise and quickly concedes to Beijing the lead for investigation and interrogation of the lone surviving attacker. Within weeks, Beijing announces the attack was directed and sponsored by the CIA and vows retaliation at a place and time of China’s choosing.

“Strong opinions, lightly held.” – Institute for the Future

When angels cast pearls, the devil’s advocate plays swineherd. Much of the present-day discourse surrounding the likely chief causes of a future U.S.-PRC conflict has been extensively covered by other parties, thus this speculative foray into grounds less well-trodden. The alternative futures described and its attendant scenarios are considered implausible in the present but the preconditions that may lead to those paths already exist today. Great power ambitions and (mis)calculations of future leaders may entice or force the actors to perceive an advantage or leverage in the conditions as and when they arise. It is hoped that this thought exercise has shed light on unexpected blind-spots that may lead to a wider range of unexpected outcomes that could arise from the actions of the actors as they seek to advance or arrest their waxing and waning fortunes.


Teoh Jit Khiam works in private practice. He writes on topics concerning Asian politics and history.