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NATO’s looming fault line: China

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NATO allies finally agreed earlier this year that China is a “challenge.” What that means is anyone’s guess. 

That’s the task now facing officials from NATO’s 30-member sprawl since they settled on the label in June: Turning an endlessly malleable term into an actual plan. 

Progress, thus far, has been modest — at best. 

At one end, China hawks like the U.S. are trying to converge NATO’s goals with their own desire to constrain Beijing. At the other are China softliners like Hungary who want to engage Beijing. Then there’s a vast and shifting middle: hawks that don’t want to overly antagonize Beijing; softliners that still fret about economic reliance on China. 

U.S. Ambassador to NATO Julianne Smith insisted the American and NATO strategies can be compatible.

“I see tremendous alignment between the two,” she told POLITICO. But, she acknowledged, translating the alliance’s words into action is “a long and complicated story.” 

Indeed, looming over the entire debate is the question of whether China even merits so much attention right now. War is raging in NATO’s backyard. Russia is not giving up its revanchist ambitions.

“NATO was not conceived for operations in the Pacific Ocean — it’s a North Atlantic alliance,” said Josep Borrell, the EU’s top diplomat, in a recent interview with POLITICO.

“Certainly one can consider other threats and challenges,” he added. “But [for] the time being, don’t you think that we have enough threats and challenges on the traditional scenario of NATO?”

The issue will be on the table this week in Bucharest, where foreign ministers from across the alliance will sign off on a new report about responding to China. While officials have agreed on several baseline issues, the talks will still offer a preview of the tough debates expected to torment NATO for years, especially given China’s anticipated move to throttle Taiwan — the semi-autonomous island the U.S. has pledged to defend.

“Now,” said one senior European diplomat, “the ‘so what’ is not easy.” 

30 allies, 30 opinions

NATO’s “challenge” label for China — which came at an annual summit in Madrid — is a seemingly innocuous word that still represented an unprecedented show of Western unity against Beijing’s rise. 

In a key section of the alliance’s new strategic blueprint, leaders wrote that “we will work together responsibly, as Allies, to address the systemic challenges” that China poses to the military alliance.

It was, in many ways, a historic moment, hinting at NATO’s future and reflecting deft coordination among 30 members that have long enjoyed vastly different relationships with Beijing. 

The U.S. has driven much of the effort to draw NATO’s attention to China, arguing the alliance must curtail Beijing’s influence, reduce dependencies on the Asian power and invest in its own capabilities. Numerous allies have backed this quest, including Canada, the United Kingdom, Lithuania and the Czech Republic. 

China is “the only competitor with both the intent to reshape the international order and, increasingly, the economic, diplomatic, military, and technological power to do it,” the U.S. wrote in its own national security strategy released last month. 

NATO is a wide-ranging alliance | Denis Doyle/Getty Images

But NATO is a wide-ranging alliance. Numerous eastern European countries lean toward these hawks but want to keep the alliance squarely focused on the Russian threat. Some are wary of angering China, and the possibility of pushing Beijing further into Moscow’s arms. Meanwhile, a number of western European powers fret over China’s role in sensitive parts of the Western economy but still want to maintain economic links. 

Now the work is on to turn these disparate sentiments into something usable.

“There is a risk that we endlessly debate the adjectives that we apply here,” said David Quarrey, the United Kingdom’s ambassador to NATO. 

“We are very focused on practical implementation,” he told POLITICO in an interview. “I think that’s where the debate needs to go here — and I think we are making progress with that.” 

For Quarrey and Smith, the U.S. ambassador, that means getting NATO to consider several components: building more protections in cyberspace, a domain China is seeking to dominate; preparing to thwart attacks on the infrastructure powering society, a Western vulnerability Russia has exposed; and ensuring key supply chains don’t run through China. 

Additionally, Quarrey said, NATO must also deepen “even further” its partnerships with regional allies like Japan, South Korea, Australia and New Zealand. 

While NATO allies can likely broadly agree on goals like boosting cyber defenses, there’s some grumbling about the ramifications of pivoting to Asia.

The U.S. “wants as much China as possible to make NATO relevant to China-minded Washingtonians,” the senior European diplomat said. But, this person added, it is “not clear where NATO really adds value.” 

And the U.K., the diplomat argued, is pressing NATO on China because it is “in need of some multilateral framework after Brexit.” 

Perhaps most importantly, a turn to China raises existential questions about Europe’s own security. Currently, Europe is heavily reliant on U.S. security guarantees, U.S. troops stationed locally and U.S. arms suppliers. 

“An unspoken truth is that to reinforce Taiwan,” the European diplomat said, the U.S. would not be “in a position to reinforce permanently in Europe.”

Europeans, this person said, “have to face the music and do more.”

Compromise central  

Smith, the U.S. ambassador, realizes different perspectives on China persist within NATO. 

The upcoming report on China therefore hits the safer themes, like defending critical infrastructure. While some diplomats had hoped for a more ambitious report, Smith insisted she was satisfied. The U.S. priority, she said, is to formally get the work started. 

“We could argue,” she said, about “the adjectives and the way in which some of those challenges are described. But what was most important for the United States was that we were able to get all of those workstreams in the report.”

But even that is a baby step on the long highway ahead for NATO. Agreeing to descriptions and areas of work is one thing, actually doing that work is another. 

“We’re still not doing much,” said a second senior European diplomat. “It’s still a report describing what areas we need to work on — there’s a lot in front of us.”

Among the big questions that remain unanswered: How could China be integrated into NATO’s defense planning? How would NATO backfill the U.S. support that currently goes to Europe if some of it is redirected to Asia? Will European allies offer Taiwan support in a crisis scenario? 

Western capitals’ unyielding support for Kyiv — and the complications the war has created — is also being closely watched as countries game plan for a potential military showdown in the Asia-Pacific. 

Asked last month whether the alliance would respond to an escalation over Taiwan, NATO Secretary-General Jens Stoltenberg told POLITICO that “the main ambition is, of course, to prevent that from happening,” partly by working more closely with partners in the area.

Smith similarly demurred when asked about the NATO role if a full-fledged confrontation breaks out over Taiwan — a distinct possibility given Beijing’s stated desire to reunify the island with the mainland. 

Instead, Smith pointed to how Pacific countries had backed Ukraine half a world away during the current war, saying “European allies have taken note.”

She added: “I think it’s triggered some questions about, should other scenarios unfold in the future, how would those Atlantic and Pacific allies come together again, to defend the core principles of the [United Nations] Charter.” 

Stuart Lau contributed reporting. 



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