Is Taiwan’s greatest vulnerability China’s military or political warfare from within? J. Michael Cole—former Canadian intelligence officer, Senior Fellow with Global Taiwan Institute and author of “The Taiwan Tinderbox: The Island Nation at the Center of the New Cold War”—reveals how Chinese Communist Party influence operations, Taiwan independence debates and political divisions threaten cross-strait stability more than invasion scenarios.

Taiwan’s Internal Security Crisis

Cole exposes how CCP proxies use cognitive warfare, espionage and co-optation to weaken Taiwan’s defense capabilities from within. Taiwan’s democracy creates a paradox: countering Chinese influence without becoming authoritarian. Opposition parties blocking defense spending increases—Taiwan aims for 5% GDP military spending—sends conflicting signals about Taiwan’s commitment to self-defense, weakening deterrence against Beijing.

Taiwan Identity & Independence Movements

Taiwan’s divisions trace to indigenous peoples, Japanese colonial rule (1895-1945, and post-1949 Kuomintang (KMT) arrival. Cole identifies two critical movements: Taidu (Taiwan independence) and Huadu (Republic of China supporters opposing Beijing annexation). United, they’d form a powerful defense against the Chinese pressure campaign, but real unity has been elusive.

Hong Kong’s Cautionary Tale

Beijing’s crushing of Hong Kong democracy under “one country, two systems” became China’s worst propaganda failure for Taiwan unification. Young Taiwanese watched personal connections to Hong Kong destroyed, solidifying opposition across the political spectrum, so that even the dovish KMT publicly rejects Chinese unification proposals.

Chinese Cognitive Warfare Success

While China failed to convince Taiwanese they’re Chinese—unification support remains below 5%—Beijing has succeeded at fostering divisions and increasing skepticism of America’s reliability as a defense partner. Internet content farms and co-opted politicians amplify CCP narratives from within, exploiting Taiwan democracy against itself.

The Greatest Threat: Accidental Escalation

Cole’s nightmare scenario isn’t invasion but normalized PLA presence near Taiwan. Chinese naval forces, drones, coast guard and maritime militia crowding Taiwan’s waters increase collision and miscommunication risks. Beijing stands ready to exploit incidents through disinformation, blame Taiwan, and then escalate in unpredictable ways.

Taiwan’s Defense Strategy Evolution

Taiwan has shifted from passive defense to counter-force capabilities: domestically produced anti-ship and land-attack cruise missiles targeting China. This has required US approval, marking a major US Taiwan relations policy shift. Taiwan now emphasizes semiconductor supply chain criticality and first island chain security to make conflict consequences resonate globally.

Why Taiwan’s Democracy Matters

Cole’s 20-year Taiwan residence reflects the island’s resilience: a vibrant democracy thriving under constant Chinese military threat, successful despite isolation, and a model for defending democratic values without authoritarianism.

👉 Follow J. Michael Cole at the Global Taiwan Institute or on X at @jmichaelcole1

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The U.S.-India partnership has been a cornerstone of American Indo-Pacific strategy for two decades, but it’s now facing its most serious crisis. After bipartisan American efforts to bring India into closer partnership as a counterweight to China, President Trump has triggered the most dramatic deterioration in U.S.-India relations in a generation. What began with optimism in Delhi about Trump 2.0 has devolved into a breakdown of trust, escalating tariffs, and diplomatic miscalculation that threatens the entire architecture of Indo-Pacific security.​

In this essential episode, hosts Ray Powell (former U.S. military officer) and Jim Carouso (former U.S. diplomat) welcome back James Crabtree - distinguished visiting fellow at the European Council on Foreign Relations, former Financial Times bureau chief for India, and author of the acclaimed book “The Billionaire Raj.” Drawing on his recent Foreign Affairs article, “The India That Trump Made,” Crabtree unpacks how two decades of strategic partnership have been upended in less than a year.​

What Happened?

India expected favorable treatment from Trump given Modi’s strong personal relationship with the president during his first term. Instead, they received 50% tariffs - first 25% on general goods, then another 25% for buying Russian oil, putting India’s tariff burden equal to China’s. Then came the Pakistan crisis: when India and Pakistan clashed in Operation Sindor, Trump claimed credit for brokering a ceasefire that India insists he didn’t actually broker. Trump’s perceived slight over not receiving sufficient credit has fueled ongoing tensions, while Pakistan successfully leveraged the moment through crypto deals, a Nobel Peace Prize nomination for Trump, and high-level military diplomacy.​

Strategic Consequences

The Quad, the critical U.S.-Australia-India-Japan partnership, is essentially stalled, with a planned summit canceled and little energy for revival. India is now pursuing what Crabtree calls a “pivot to Europe,” seeking to replace American technology transfer, investment, and defense expertise with European alternatives. An EU-India summit in January will likely announce a long-negotiated trade deal, marking India’s shift toward multi-alignment rather than U.S. partnership.​

Meanwhile, Pakistan has successfully re-emerged as a regional player, signing security treaties with Saudi Arabia that include nuclear assurances and repositioning itself diplomatically after years in India’s shadow. Russia remains a “diminishing asset” for India due to supply unreliability and limited technological offerings, though Delhi still needs Moscow for defense systems like the S-400 and to prevent Russia from becoming a complete Chinese vassal state.​

India’s Future

Despite the diplomatic turbulence, India posted 8% GDP growth last quarter and remains on a positive economic trajectory, though still a developing country at $2,000-3,000 per capita income. Prime Minister Modi, now in his third term and 11 years in office, continues to dominate Indian politics and will likely seek a fourth term, cementing his status as the most significant political figure in independent Indian history. India’s “Make in India” defense ambitions are advancing slowly, with systems like the BrahMos missile finding export success in Southeast Asia, though India remains heavily import-dependent for military hardware.​

Can U.S.-India trust be rebuilt? Crabtree is pessimistic: “The trust that had been built up between the U.S. and India over a two-decade period has been destroyed”. The pro-American camp in Delhi that architected the strategic partnership has been undermined, while pro-Russia voices feel vindicated.

👉 Follow James Crabtree on LinkedIn

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In Episode 122, hosts Ray Powell and Jim Carouso welcome Dr. Robert Burrell, retired US Marine Corps officer and irregular warfare specialist, and Colonel (Ret.) Michael Burgoyne, University of Arizona professor and former Army attaché in Mexico, to analyze the unprecedented US military operation in Venezuela that captured President Nicolás Maduro in January 2026. The experts explore the operation’s implications for the Indo-Pacific, US foreign policy, and the international rules-based order.

The Venezuela Operation: A New Precedent

Burrell and Burgoyne dissect the extraordinary special operations mission that extracted Maduro in just two and a half hours. The guests explain how three decades of authoritarian rule under Hugo Chávez and Maduro created a nexus between China, Russia, Iran, and Hezbollah in America’s hemisphere. The 2024 election, won by opposition candidate Edmundo González, was rigged by Maduro, prompting the Trump administration’s decisive action led by Secretary of State Marco Rubio.

Legal and Strategic Implications

The discussion examines the operation’s framing as a law enforcement action under foreign terrorist organization designations - a controversial use of Article 2 presidential powers without Congressional authorization. Burgoyne warns this unilateral approach abandons post-WWII hemispheric cooperation frameworks like the Organization of American States Charter and the “Good Neighbor Policy,” returning instead to early 20th-century interventionism reminiscent of Theodore Roosevelt’s corollary to the Monroe Doctrine.

Indo-Pacific Connections

The experts draw critical parallels for Indo-Pacific allies who depend on international law and the rules-based order. Countries like Japan, the Philippines, and Australia may question US commitment to multilateral norms, while adversaries like China could exploit the precedent to justify their own unilateral actions. Brazil and other regional powers are already diversifying partnerships with China and BRICS nations, concerned about unpredictable US interventionism and trade policy.

What Comes Next?

With Maduro’s vice president maintaining control in Caracas and the regime apparatus intact, the guests outline scenarios ranging from peaceful opposition transition to Libya-style state collapse. They emphasize Venezuela’s complexity: three decades of corruption, transnational criminal organizations, and a population unfamiliar with democracy. Best-case scenarios require international cooperation and long-term US commitment - both uncertain given the operation’s unilateral nature.

The episode concludes with sobering assessments about narrative control, regional stability, and whether this operation serves as prologue to regime change efforts in Cuba and Nicaragua.

👉 Follow Rob Burrell on his web site, robertburrell.com, or at his Substack

👉 Follow Mike Burgoyne on LinkedIn

👉 Follow the podcast on X, @IndoPacPodcast, LinkedIn, or Facebook

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