Confidence and Insecurity in Beijing

In this special live pod, Ray and Jim were joined by two distinguished guests: Former Japanese Ambassador to Australia Shingo Yamagami and Bonnie Glaser, Director of the Indo-Pacific Program at the German Marshall Fund of the U.S. Together, they unpack China's escalating diplomatic offensive against Japan following PM Sanae Takaichi's recent statements about Taiwan.​

What Sparked the Crisis

Ep. 114 centers on Takaichi's remarks in the Japanese Diet, where she responded to a hypothetical question about a Taiwan blockade scenario. She stated that if China imposed a blockade around Taiwan and the U.S. intervened, Japan could classify the situation as an "existence-threatening situation" under its national security legislation-potentially allowing deployment of Japan's Self-Defense Forces. Shingo emphasized this was not a policy change but a restatement of Japan's longstanding legal framework established a decade ago. Nevertheless, Beijing has reacted fiercely, labeling her comments an "unacceptable intervention" in China's domestic affairs.​

China's Strategic Calculus

Bonnie explained that China's strong reaction stems from multiple factors: Xi Jinping's perceived loss of face after meeting Takaichi at the APEC summit, the 80th anniversary of WW2 amplifying anti-Japanese narratives, and concerns about Japan's military buildup in its Southwest Islands. China's broader message, she notes, is "kill the chicken to scare the monkey"-punishing Japan to deter other nations from challenging Beijing's red lines on Taiwan. China is also testing whether the United States will stand firmly behind its allies, seeking to drive wedges in the U.S.-Japan and other alliances.​

The Stakes for Japan and the Region

Shingo underscored Taiwan's vital strategic importance to Japan. If Taiwan falls under CCP control, the entire East China Sea would become contested territory, potentially forcing U.S. forces to retreat from Okinawa and fundamentally weakening Japan's defense posture. As former Prime Minister Abe famously stated: "A Taiwan contingency is a Japan contingency." Shingo also discussed the shocking details about a Chinese consul general's social media post threatening that Takaichi's "dirty neck will be chopped off"-unprecedented diplomatic intimidation that has only strengthened Japanese public support for the new prime minister, whose approval ratings have surged into the mid-70s.​

The One China Policy vs. One China Principle

The discussion clarifies a critical distinction often misunderstood: The U.S. "One China policy" and those of other Western nations are fundamentally different from China's "One China principle." Neither the U.S. nor Japan has ever agreed that Taiwan is part of China-they merely "acknowledged" or "understood and respected" Beijing's position. China is now aggressively pushing countries to abandon their individual policies and adopt its principle, which holds Taiwan as an "inalienable" part of China.​

Looking Ahead

Both guests anticipate a prolonged chill in China-Japan relations. However, Shingo noted that China's economic vulnerabilities limit its coercion options-Beijing needs Japanese investment for its struggling economy. If Takaichi maintains her popularity and secures a strong political mandate, China may eventually be forced to engage with her government, as it did with the long-serving Abe administration. Glaser warns that China sees opportunity in a perceived U.S. decline and will continue pressuring allied coalitions, making unity among democratic partners more essential than ever.​

👉 Follow Shingo on X, @YamagamiShingo

👉 Follow Bonnie on X, @BonnieGlaser

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