The more time goes on (I'm measuring in years and decades here) the more I'm thinking China will play the long game with Taiwan, and use subversion & intelligence assets to slowly influence Taiwan from the inside out...This is definitely a big red flag, and I think I remember saying earlier that the Houthis don’t need to utterly interdict the strait, but just make shipping there uninsurable.
Coupled with how dismal the U.S. has shown its ability to put logistics ashore to be (see Gaza pier/JLOTS), and there are very real concerns about some aspects of America’s ability to project naval force.
Now, nobody comes close to challenging them in blue water naval affairs… And that’s great for the Atlantic and Pacific moats. Not sure what it means for credible deterrence in the Taiwanese littoral, though.
Flip side, Ukraine has shown how hideously the balance has shifted to defensive firepower. Hopefully the Taiwanese have taken these lessons to heart and are ready to smother a Chinese amphibious force with drone swarms and other higher end munitions- and to swat down a massive airmobile assault aimed at facilitating that first beachhead.
When China decides it’s go time, what will really matter will only be what the U.S. can bring to the first within the first two or three days. The success of a beachhead will be conclusively determined in that window; neither side will get a mulligan.
China has a pending population crash, aka crisis. Their population is slated go crash to just over half of what it is now as the parents of the 1-Child Policy slowly pass away, with only one child to replace the two parents.
Losing even 50,000 military aged males in an invasion of Taiwan will exasperate that problem. Not only that, but unless they expect their members to stay in the PLA for life, their troops will start to age out or leave the PLA at some point - and won't be replaceable at an equal rate.
China has long played the long game. Their foreign policy goals & strategies are measured in decades, with some bold and brave ideas meticulously calculated using those same time spans (whereas ours are really worked towards in ever changing 3 year chunks)
While China may one day decide to just go all in and take Taiwan, I really am thinking they'll perhaps start to go the route of subversion. It only takes a few people on the inside of the right government circles to start to slowly (very slowly) start planting the seeds needed to take the country without the need for a big invasion of the PLA in all its glory...