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Nancy Pelosi's visit to Taiwan carried undeniable risks.
Beijing could respond by harassing U.S. Navy ships and aircraft in the area, with a distinct potential for collision or confrontation. It could seize the (largely demilitarized) Taiwanese island of Kinmen — better known to aficionados of the Cold War as Quemoy — which lies just a few miles off the Fujian coast. It could lend Moscow a hand in the war in Ukraine, perhaps by selling it the kinds of precision munitions the Russian military is reportedly running low on.
A month ago, all of this might have added up to a plausible, if not exactly convincing, argument for the speaker of the House to skip Taiwan during her Asian tour, at least while the U.S. contends with other crises. But after her visit was effectively announced, it would have been catastrophic to back down.
Bullies often seek tests of strengths to probe for signs of weakness. And they always read efforts at conciliation as evidence of capitulation.
That's what's happening now. "To win 100 victories in 100 battles is not the acme of skill," Sun Tzu wrote. "To subdue the enemy without fighting is the acme of skill." If Beijing had gotten its way over something as seemingly minor as Pelosi's visit, it would not have been merely a symbolic victory in a diplomatic sideshow. It would have changed the rules of the game. Rather than avert a diplomatic crisis, it would have hastened a strategic disaster: the further isolation of a democratic U.S. ally and key economic partner as a prelude to surrender, war or both.
What happens next? Let's first recap where we were.