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IAW Analysis

Taiwan Strait Tension

China-Taiwan military confrontation; escalation risks

Last update: Feb 9, 2026

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Conflict overview

Rhetorical and military escalation with coercion and economic disruption risk.

What you'll find on this page

Timeline — Key phases

The conflict as process. Each event: context, actors and consequences.

12016-2020

Democratic Taiwan under Tsai; Beijing Pressure Increases

Pro-independence Tsai presidency; China military exercises escalate

Context

Tsai elected on pro-independence platform in 2016. Beijing viewed her as threat to "One China." PLA conducted large-scale military exercises around Taiwan. Cross-strait relations deteriorated.

Consequences

Increased military expenditure by both sides; US arms sales to Taiwan; more frequent PLA exercises

22020-2022

COVID-19 and Geopolitical Competition Intensification

Taiwan praised for pandemic response; China criticism increases

Context

Taiwan praised internationally for COVID-19 handling. Biden administration signaled stronger support for Taiwan. China increased political pressure and military exercises.

Consequences

Record PLA sorties around Taiwan; Taiwan defense budget at record levels; US military presence increased

32022-2024

Ukraine Crisis Impact and Military Escalation

Ukraine invasion parallels Taiwan concerns; military exercises surge

Context

Russia's Ukraine invasion reinforced Taiwan security concerns. China conducted major military exercises around Taiwan. US strengthened Taiwan Strait transits.

Consequences

Record military exercises by PLA (2500+ PLA sorties in 2024); defensive weapons sales to Taiwan

42024-present

Heightened Tensions and Military Posturing

Record exercises; Biden Taiwan commitment; China frustration

Context

PLA conducted unprecedented exercises simulating Taiwan blockade (Wuxi exercises, 2024). President Biden repeatedly affirmed US defense commitment to Taiwan.

Consequences

Unprecedented military exercises; Taiwan defense readiness at peak; economic concerns about conflict; global supply chain risks

The origin of the conflict

The Sudanese civil war did not begin in April 2023, although that is when the world took notice. Its roots lie in the failed transition that followed the fall of Omar al-Bashir in April 2019, after three decades of dictatorship and mass protests that united civilians and the military against the regime.

What followed was a democratization experiment doomed from the start. The Transitional Sovereign Council, composed of civilians and the military, never resolved the fundamental contradiction: who would control the guns during the democratization process? While civilians from the FFC (Forces for Freedom and Change) tried to build institutions, the generals consolidated economic and military power.

The tension between the Sudanese Armed Forces (SAF), led by Abdel Fattah al-Burhan, and the Rapid Support Forces (RSF), a paramilitary militia commanded by Mohamed Hamdan Dagalo "Hemedti", became the axis of the crisis. The RSF, born from Darfur militias and used by Bashir to crush rebellions, had transformed into a parallel army with its own funding (Darfur gold, UAE support) and tribal loyalties distinct from the state.

The tipping point came with the negotiation over integrating the RSF into the regular army. For Burhan, dissolving the RSF meant recovering the state monopoly on force. For Hemedti, integration meant losing autonomy and possibly facing war crimes trials in Darfur. The negotiation became a countdown to war.

On 15 April 2023, fighting erupted simultaneously in Khartoum, Darfur and other cities. What initially seemed a quick coup became a war of attrition. The SAF controls the formal state apparatus (airports, ministries), but the RSF dominates entire neighbourhoods of the capital and the gold trade.

The regionalization of the conflict complicates any solution. Egypt backs the SAF (institutionalism, state control), while the United Arab Emirates maintains financial ties with the RSF (commercial interests, counter-insurgency). The war has become a proxy for influence in the Horn of Africa and control of the Red Sea coast, vital for global trade.

Actors and power dynamics

Who holds power, who fights whom. Click to view the dossier.

Humanitarian impact

The humanitarian crisis is not a byproduct — it is a central feature of the conflict.

Internally Displaced
9M+
Cross-border Refugees
3M+
Food Insecure (IPC 3+)
25M
Estimated Deaths
150K+

International response

Resolutions, sanctions, peace processes and ongoing investigations.

UN Security Council Resolutions

Active sanctions

Peace processes & mediation

Investigations & accountability

Peacekeeping missions

Prospective scenarios

Projections for 6–12 months. Triggers, indicators and implications.

Probability:

Sustained Deterrence and Status Quo Stability

Continued US commitment Taiwan defense modernization China avoids escalation gamble Economic interdependence

Probability:

Forced Unification or Military Conflict

Political change in Taiwan toward independence US commitment perceived as weakening China feels opportunity window closing

Probability:

Economic Blockade and Gradual Coercion

Economic pressure campaign Hybrid warfare intensification Taiwan political instability

Monitoring indicators

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PLA Military Exercise Frequency and Scale

Number and size of PLA exercises around Taiwan; aircraft sorties; naval vessel movements

Record 2500+ PLA sorties in 2024; exercises normalizing; escalating complexity and scale

US-Taiwan Defense Cooperation

Military aid packages, training, weapons transfers, official visits

Increased arms sales ($20B+ annually); Biden verbal commitments controversial; ambiguity in policy

Semiconductor Supply Chain Vulnerability

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TSMC production capacity; global chip supply dependence on Taiwan; alternative sourcing

Taiwan produces 60%+ of world semiconductors; conflict would devastate global economy

Taiwan Political Stability and Democratic Health

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Election integrity, civil discourse, government legitimacy, public confidence

2024 elections held successfully; public support for defense varies; political consensus on sovereignty strong

Regional Alignment and Great Power Competition

Japan, Australia, ASEAN positions; US-China strategic competition; QUAD coordination

QUAD members increasingly vocal on Taiwan; Japan and Australia upgrading security postures

Sources & methodology

Data derives from US intelligence sources, Taiwan defense reports, regional think tank analyses. Military exercise numbers based on verified 2024 data. Scenarios are expert assessments of geopolitical risks.

Taiwan Strait tension represents one of the world's most critical geopolitical risks. With unprecedented PLA military exercises, a democratic Taiwan committed to sovereignty, and ambiguous yet persistent US commitment, the potential for conflict is real. Military conflict would devastate the global economy given Taiwan's semiconductor dependence.

International Affairs Watch