THREAT ASSESSMENT: Xi’s Consolidated Military Authority Fuels Escalated Coercive Campaign Against Taiwan
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China's coercive campaign against Taiwan continues to expand across military, economic, and cyber domains, with command authority consolidated under a single decision-maker. If pressure persists, regional stability and global supply chains remain vulnerable to cascading disruption.
Bottom Line Up Front: With complete control over China’s military, President Xi Jinping is intensifying a multi-domain coercive campaign against Taiwan, increasing the risk of miscalculation and regional conflict.
Threat Identification: The centralization of military authority under Xi Jinping has eliminated internal checks, enabling unilateral decisions on actions toward Taiwan. This includes coordinated military drills, economic coercion, and cyber operations designed to erode Taiwan’s sovereignty and international standing [WSJ, 2026].
Probability Assessment: The campaign is already underway and expected to escalate throughout 2026 and beyond. Short-term military incursions and gray-zone tactics are highly likely (80% probability), while a full-scale invasion remains medium likelihood (40%) before 2030, contingent on domestic and international conditions.
Impact Analysis: Continued escalation risks direct confrontation with U.S. and allied forces in the region, disruption of global semiconductor supply chains (Taiwan produces over 60% of advanced chips), and broader economic instability in East Asia. A military conflict could trigger a global recession and a breakdown in U.S.-China relations [WSJ, 2026].
Recommended Actions: 1) Strengthen U.S.-Taiwan defense coordination and intelligence sharing; 2) Expand economic resilience measures, including semiconductor diversification; 3) Increase diplomatic pressure on China through multilateral forums; 4) Monitor Chinese cyber and disinformation activities targeting Taiwan’s institutions.
Confidence Matrix: Leadership consolidation under Xi — High confidence; Ongoing coercive campaign — High confidence; Invasion probability pre-2030 — Medium confidence; Economic impact projections — Medium to High confidence. [Source: WSJ, Lingling Wei, Feb 1, 2026]
—Marcus Ashworth
Published February 1, 2026