A New Reality

In his opening remarks, McFaul asked the panelists to share their mood as they enter the second year of the war. Ustinova said that just prior to the panel event, they’d been informed of an impending Russian attack.

“There is a very high probability that today, Kyiv and other cities will be shelled pretty heavily,” she said, adding that despite the threat, they weren’t going anywhere and that the parliament was still in session.

“That’s the mood of Ukrainians,” she said. “We know we can be hit any day, we can die any day, but this is the reality we have to live in.”

Honcharuk said he’d heard the opinion that authoritarian regimes are better suited for war because they are more mobile and less distracted by politics, thus creating the impression that democracies are indecisive. But, he said, Ukraine’s war effort demonstrates the opposite.

“I feel proud that Ukraine now denied this and showed the power of democracy,” he said.

When an audience member asked how the war has impacted political life in Ukraine, Honcharuk said there are challenges. For example, there are some conflicts between the central and local governments, but they don’t appear to be systemic problems. He said the parliament is still working and all Ukrainian political parties are “more or less united.” He also noted that President Volodymyr Zelenskyy has “huge support” from the Ukrainian people.

Aid and Allies

Since the start of the war, the United States has spent tens of billions of dollars on aid to Ukraine, including artillery, tanks, and rocket launchers. The support has not only helped Ukraine stave off defeat, but enabled their success in many battles against Putin’s army.

In a recent interview with Stanford News, Steven Pifer, a former U.S. ambassador to Ukraine and an affiliate at Stanford’s Center for International Security and Cooperation (CISAC), said that Ukraine’s military had considerable success in the last four months of 2022, pushing Russian forces out of the Kharkiv region and back across the Dnipro River in Kherson.

On Friday, the panelists expressed gratitude for the support of the United States and other western allies in aiding their victories on the battlefield.

“Thank you,” Matviichuk said. “Ukraine and Ukrainians will always remember how American people support us in [these] dramatic times.”

Honcharuk agreed and said he viewed the U.S. as a partner in the war. “I want American people to understand that now we are together – Ukraine on the frontline, you on the back,” he said.

The panelists also urged for continued cooperation from Western allies.

“The prescription for war is three [items],” Leshchenko said. “First is weapons, second is sanctions [on Russia], third is financial support.”
 

Looking Ahead

The group expressed hope that this year Ukraine will see a victorious end to the war. Leshchenko added that he would like to someday see Ukraine join the North American Treaty Organization (NATO) because it could make significant contributions to the alliance.

“I think the Ukrainian army [is] going to be the best army in Europe,” he said. “It would be a privilege for NATO to have the Ukrainian army’s support because it will defend Europe much better than Europe has [been] able to do with its own army.”

Ustinova said a common misunderstanding about the war is that it started last year with Russia’s invasion of Ukraine. But the conflict, she said, dates back to 2014 when Russia annexed the Crimean peninsula, and she explained how Ukrainians define success.

“Our victory is the total liberalization of each kilometer of the captured territories since 2014. Not since 2022,” she said.

She added that what’s most important to understand about the war is that it has broad implications, including for the West.

“We all have to realize, this is not a Ukrainian war,” she said. “If the West loses in Ukraine, it will be a total collapse for the rest of the world.”

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Military Miscalculations, Economic Dislocations

McFaul opened the first session by reviewing some of the lessons from the war in Ukraine. The international community underestimated the Ukrainian military, he said. Putin, however, miscalculated the response of the United States and NATO, on the military side, and the scope of the sanctions the global community of democratic states, including Japan, would be willing to impose on Russia, on the economic side. 

It turned out, noted McFaul, that it was possible to reduce drastically Russian oil and gas coming into Europe, and Russia today has significantly fewer resources to fight Ukraine than it had anticipated. “I think it is very important to look at just how much economic dislocation happened with Russia, a country that was not integrated into the global economic world in the same way that China is,” McFaul said. He pointed out that the international community might also be underestimating the political pressure and dislocation that will erupt if, unprovoked, China invades Taiwan. “It will have very deep economic consequences for the Chinese economy,” said McFaul.

It is important to remember that the international community did not make credible commitments to deterring Russia before 2022, McFaul noted. In the case of China, he emphasized the imperative of considering concrete ways to enhance deterrence against a Chinese invasion of Taiwan before military action begins. 

Rethinking Defense and Deterrence

China, however, is not easily deterrable, as Mastro explained in her following remarks. President Xi has been clear from early on that enhancing China’s role on the international stage would be a key part of the Chinese Communist Party’s agenda. Taiwan is a top priority issue in the Chinese Communist Party’s long-term thinking, said Mastro. She reminded the audience that at the recent CCP Congress, President Xi reaffirmed that China will not rule out using force to bring Taiwan under its control. He also elevated Party members with extensive expertise in the joint operational domain and with Taiwan contingencies to the Central Military Commission, the Chinese top decision-making body for military affairs.

How, then should the United States and its allies approach the question of deterring China? Mastro emphasized three conditions that U.S and Japanese defense policy must meet.

First, whatever the United States and Japan do in the defense realm must have an operational impact. For example, U.S. carriers will do nothing to prevent China from taking Taiwan in a wartime scenario, Mastro argued. “And along those lines, from the Japanese point of view, enhancing defense of the Senkaku Islands does nothing to deter China from taking Taiwan unless Japanese operations are going to be involved directly in stopping a Chinese invasion of Taiwan.”

The second condition is that China has to know about any defense changes the U.S. and its allies are making. For instance, if, in peacetime, there is no indication that the Japanese military is engaging in Taiwan Strait transits with the United States and the Chinese do not know about such activities, then they do not enhance deterrence.

Third, deterrence must happen before a war starts. It may seem an obvious point, but if the prevalent view is that, for example, the Japanese public will support the United States once a conflict over Taiwan erupts, then this approach does not deter China. “We have to let the Chinese know now that there is such support,” Mastro stated.

One issue China is concerned about, Mastro noted, is widening a Taiwan contingency. “China only wins Taiwan if the war is short, geographically limited to Taiwan, and only involves the United States, potentially in Taiwan,” she explained. “So I am convinced that if Japan were to commit to fighting with the United States in this contingency, that would be enough to deter China.”

Ultimately, the question before the United States and its allies is: “Do we want a happy China that is undeterred or an unhappy China that's deterred,” Mastro concluded. “Those are our only two options.” Deterrence is expensive and requires tradeoffs, but one thing that is costlier than deterrence is a major war, she emphasized.

“Let’s start thinking about how to actually change the environment with the sense of urgency that we need, because my biggest fear is that we're going to find ourselves in a major war with massive cost,” she urged the audience. There will be sacrifices to make, but the alternative, in Mastro's view, is worse.

Opportunities and Perils for Democracy

In the second session of the conference, panelists Larry Diamond and Francis Fukuyama examined the war in Ukraine and the tensions over Taiwan from the lens of democratic decline and its implications for the liberal international order.

Democracy has been in a global recession for most of the last two decades, yet the picture is not as bleak for democracies as it was just two or three years ago, said Diamond. In the United States, reforms at the state level have occurred, election deniers took control of Congress seats by a much smaller margin than predicted before the 2022 midterms, and extreme election deniers in crucial swing states were virtually defeated. Meanwhile, on the international stage, 2022 spotlighted autocrats’ inevitable shortcomings. In Russia, Putin has catastrophically miscalculated the war in Ukraine. In China, Xi has massively mismanaged the COVID pandemic, and the country’s economic growth is severely impaired.

Fukuyama said he was encouraged by the democratic solidarity shown in response to the war in Ukraine, especially in Europe, within NATO, and in Japan. Germany’s and Japan’s decisions to increase their defense budgets have been remarkably reassuring signals of strength among democracies, he noted.

But we sometimes forget that many countries in the Global South and elsewhere do not buy into this narrative, cautioned Fukuyama. Among the big disappointments in this regard is India, he stated, which raises the question of whether the issue at stake is indeed a battle between democracy and authoritarianism.

Indeed, democracies still face intractable challenges, Diamond explained. These include the corrupting influence of dirty money around the world, the trends of de-industrialization and hollowing out of the working class in advanced democracies, and social media, which Diamond sees as the single biggest driver of democratic decline. “I cannot tell you how much damage social media has done to destroy the social fabric of Truth and credibility and polarize society into tribal camps who don't have the same facts,” he said. “We have not found a way to temper that impact and win the battle For Truth.”

Taiwan and Deterrence

When it comes to the question of Taiwan, Diamond says he is worried. “There is going to be a PRC military invasion of Taiwan, probably in this decade, unless it is deterred,” he said. The three most crucial actors in deterring China are Taiwan, the United States, and Japan, he explained. Successful deterrence must involve coordination among all three in multiple arenas — from military cooperation to increased defense capacity and preparedness to impose such heavy costs in response to a Chinese invading force that will change Xi’s calculus.

Diamond observed that democracy is about uncertainty, of which there is now plenty in Taiwan as it looks ahead to a January 2024 contentious presidential election. Diamond’s prediction is that "China will intervene however it thinks it can” in Taiwan’s upcoming presidential election, as Xi would certainly prefer to pick up the island peacefully than by force, he said. “I think it's going to be very important that the people of Taiwan see that they're not alone, that the democracies of the world — not just the United States and Japan but Australia and Europe — are with them; it will increase their will to fight.”