January 31, 2026
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This is a conversation with Dr. Yun Sun, a Senior Fellow and Director of the China Program at the Stimson Center. Yun is one of the most experienced China watchers and researchers, analyzing China’s foreign and domestic politics for over two decades which makes this conversation and her arguments both extremely interesting and kind of concerning. Because Yun argues that we are gravely under-estimating the risk of a Chinese invasion of Taiwan - not in some distant future but as soon as this year, 2026.
She believes that the thinking in Beijing among China’s leadership is quickly changing: that they are abandoning the idea that time is on their side and that instead, China now believes that if it ever wants to get Taiwan, it’s now or never and the longer it waits, the harder it will get. And that we are now witnessing a confluence of several dynamics - none of which were likely or expected - but that are now all happening at the same time. And that together they are - as Yun Sun puts it - creating a “perfect storm for Taiwan in 2026” - and significantly increasing the odds that China might make its move.
In this conversation, we talk about what these factors are - from the US foreign policy and China’s perception of Donald Trump to the Ukraine war - how likely a Chinese invasion this year is or what the recent purges of the leadership of the Chinese military - and the fact that Xi Jinping now has direct, unlimited command of China’s armed forces - mean in this context.
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