23 May 2025

The Taiwan Tightrope Deterrence Is a Balancing Act, and America Is Starting to Slip

Oriana Skylar Mastro and Brandon Yoder

As tensions rise across the Taiwan Strait, the policy debate in Washington remains fractured. U.S. strategy broadly revolves around deterring China from attacking Taiwan, and for the past three presidential administrations, it has consisted of three central components: increasing the ability of the United States and Taiwan to defend the island militarily; using diplomacy to signal U.S. resolve to protect Taiwan while also reassuring China that Washington does not support Taiwanese independence; and using economic pressure to slow China’s military modernization efforts.

But there is little consensus on the right balance among these three components—and that balance determines to some degree how deterrence looks in practice. Some contend that diplomatic pressure—along with military restraint, to avoid antagonizing China—will keep Beijing at bay. Others warn that unless Washington significantly strengthens its military posture in Asia, deterrence will collapse. And a third approach, outlined recently in Foreign Affairs by Jennifer Kavanagh and Stephen Wertheim, emphasizes that bolstering Taiwan’s self-defense and enabling offshore U.S. support is the best route to sustaining deterrence while also mitigating the risk of escalation.

These prescriptions have merit but fall short of grappling with the paradox at the heart of U.S. strategy: deterrence can fail in two ways. Do too little, and Beijing may gamble it can seize Taiwan before Washington is able to respond. Do too much, and Chinese leaders may conclude that force is the only remaining path to unification. Navigating this dilemma requires more than a stronger military or bolder diplomacy. It requires a calibrated strategy of rearmament, reassurance, and restraint that threads the needle between weakness and recklessness. Combined properly, forward-deployed capabilities, diplomatic restraint, and selective economic interdependence can reinforce one another to maintain credible deterrence while avoiding provocation.

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