The Second Taiwan Strait Crisis

 
On August 23, 1958, the People’s Liberation Army began another massive shelling campaign of the offshore islands, accompanying its bombardment with propaganda salvos calling for the liberation of Taiwan. After two weeks, it paused, and then resumed the shelling for a further twenty-nine days. Finally, it settled into an almost whimsical pattern of shelling the islands on odd-numbered days of the month, with explicit warnings to their inhabitants and often avoiding sites of military significance—a maneuver Mao described to his senior associates as an act of “political battle” rather than conventional military strategy.38
Some of the factors at work in this crisis were familiar. Beijing again sought to test the limits of the American commitment to defend Taiwan. The shelling was also partly a reaction to American downgrading of the U.S.-China talks that had resumed after the last offshore island crisis. But the dominant impetus seems to have been a desire to stake a global role for China. Mao explained to his colleagues at a leadership retreat held at the outset of the crisis that the shelling of Quemoy and Matsu was China’s reaction to American intervention in Lebanon, where American and British troops had been landed during the summer:
[T]he bombardment of Jinmen [Quemoy], frankly speaking, was our turn to create international tension for a purpose. We intended to teach the Americans a lesson. America had bullied us for many years, so now that we had a chance, why not give it a hard time? . . . Americans started a fire in the Middle East, and we started another in the Far East. We would see what they would do with it.39
 
In that sense the shelling of the offshore islands was a blow in the contest with the Soviet Union. Soviet quiescence in the face of a strategic American move in the Middle East was being contrasted with Chinese ideological and strategic vigilance.
Having demonstrated its military resolve, Mao explained, China would now rejoin the talks with the United States and have available “both an action arena and a talk arena”40—an application of the Sun Tzu principle of combative coexistence in its modern version of offensive deterrence.
The most significant dimension of the shelling was not the taunting of the American superpower so much as the challenge to China’s formal ally, the Soviet Union. Khrushchev’s policy of peaceful coexistence had made the Soviet Union, in Mao’s eyes, a problematical ally and perhaps even a potential adversary. Thus, Mao seems to have reasoned, if the Taiwan Strait Crisis were pushed to the brink of war, Khrushchev might have to choose between his new policy of peaceful coexistence and his alliance with China.
In a sense Mao succeeded. What conferred a special edge to Mao’s maneuvers was that the Chinese policy in the Strait was being carried out ostensibly with the blessing of Moscow so far as the world was concerned. For Khrushchev had visited Beijing three weeks before the second Taiwan Strait Crisis—for the disastrous encounters over the submarine base issues—much as he had been there in the opening weeks of the first crisis four years earlier. In neither case had Mao revealed his intentions to the Soviets either before or during the visit. In each instance Washington assumed—and Eisenhower alleged as much in a letter to Khrushchev—that Mao was acting not only with Moscow’s support but at its behest. Beijing was adding its Soviet ally to its diplomatic lineup against its will and indeed without Moscow realizing that it was being used. (A school of thought even holds that Mao invented the “submarine base crisis” to induce Khrushchev to come to Beijing to play his assigned role in that design.)
The second Taiwan Strait Crisis paralleled the first with the principal difference being that the Soviet Union participated in issuing nuclear threats on behalf of an ally that was in the process of humiliating it.
Roughly one thousand people were killed or wounded in the 1958 bombardment. As in the first Taiwan Strait Crisis, Beijing combined provocative evocations of nuclear war with a carefully calibrated operational strategy. Mao initially asked his commanders to conduct the shelling in such a way as to avoid American fatalities. When they responded that no such guarantee was possible, he ordered them not to cross into the airspace over the offshore islands, to fire only on Nationalist vessels, and not to return fire even if fired on by U.S. ships.41 Both before and during the crisis, PRC propaganda trumpeted the slogan “We must liberate Taiwan.” But when the PLA’s radio station undertook a broadcast announcing that a Chinese landing was “imminent” and inviting Nationalist forces to change sides and “join the great cause of liberating Taiwan,” Mao declared it a “serious mistake.”42
In John Foster Dulles, Mao met an adversary who knew how to play the game of combative coexistence. On September 4, 1958, Dulles reiterated the U.S. commitment to the defense of Taiwan, including “related positions such as Quemoy and Matsu.” Dulles intuited China’s limited aims and in effect signaled American willingness to keep the crisis limited: “Despite, however, what the Chinese Communists say, and so far have done, it is not yet certain that their purpose is in fact to make an all-out effort to conquer by force Taiwan (Formosa) and the offshore islands.”43 On September 5, Zhou Enlai confirmed China’s limited aims when he announced that Beijing’s goal in the conflict was the resumption of U.S.-China talks at the ambassadorial level. On September 6, the White House released a statement taking note of Zhou’s remarks and indicating that the United States ambassador at Warsaw stood ready to represent the United States at resumed talks.
With this exchange, the crisis should have been over. As if they were rehearsing a by-now familiar play, the two sides had repeated timeworn threats and had arrived at a familiar deus ex machina, the resumption of ambassadorial talks.
The only party in the triangular relationship who did not grasp what was taking place was Khrushchev. Having heard Mao proclaim his imperviousness to nuclear war in Moscow the year previously and recently in Beijing, he was torn between contradictory fears of nuclear war and of the potential loss of an important ally if he failed to stand by China. His dedicated Marxism made it impossible for him to understand that his ideological ally had become a strategic adversary, yet his knowledge of nuclear weapons was too great to integrate them comfortably into a diplomacy that constantly relied on threatening their use.
When a rattled statesman confronts a dilemma, he is sometimes tempted to pursue every course of action simultaneously. Khrushchev sent his foreign minister, Andrei Gromyko, to Beijing to urge restraint, which he knew would not be well received, and, to balance it, to show the Chinese leaders a draft letter he proposed to send Eisenhower, threatening full support—implying nuclear support—for China should the Taiwan Strait Crisis escalate. The letter stressed that “an attack on the Chinese People’s Republic, which is a great friend, ally and neighbor of our country, is an attack on the Soviet Union” and warned that the Soviet Union “will do everything . . . to defend the security of both states.”44
The initiative failed with both addressees. Khrushchev’s letter was politely rejected by Eisenhower on September 12. Welcoming the Chinese willingness to rejoin ambassadorial talks and repeating Washington’s insistence that Beijing renounce the use of force over Taiwan, Eisenhower urged Khrushchev to recommend restraint to Beijing. Oblivious to the reality that Khrushchev was an actor in a play written by others, Eisenhower implied collusion between Moscow and Beijing, noting that “[t]his intense military activity was begun on August twenty-third—some three weeks after your visit to Peiping.”45
In a public address delivered roughly simultaneously on September 11, 1958, Eisenhower justified American involvement in the offshore islands in sweeping terms. The shelling of Quemoy and Matsu, he warned, was analogous to Hitler’s occupation of the Rhineland, Mussolini’s occupation of Ethiopia, or (in a comparison that must have particularly vexed the Chinese) the Japanese conquest of Manchuria in the 1930s.
Gromyko fared no better in Beijing. Mao responded to the draft letter by speaking openly of the possibility of nuclear war and the conditions under which the Soviets should retaliate with nuclear weapons against America. The threats were all the safer to make because Mao knew the danger of war had already passed. In his memoirs, Gromyko recounts being “flabbergasted” by Mao’s bravado and quoted the Chinese leader as telling him:
I suppose the Americans might go so far as to unleash a war against China. China must reckon with this possibility, and we do. But we have no intention of capitulating! If the USA attacks China with nuclear weapons, the Chinese armies must retreat from the border regions into the depths of the country. They must draw the enemy in deep so as to grip US forces in a pincer inside China. . . . Only when the Americans are right in the central provinces should you give them everything you’ve got.46
 
Mao was not asking for Soviet help until American forces had been drawn deep into China—which he knew was not going to happen in the already completed scenario. Gromyko’s report from Beijing seems to have shocked Khrushchev. Though ambassadorial talks had already been agreed between Washington and Beijing, Khrushchev undertook two more steps to prevent nuclear war. To calm what he understood to be Beijing’s fear of American invasion, he offered to send Soviet antiaircraft units to Fujian.47 Beijing delayed a response and then accepted when the crisis was already over, provided that Soviet troops were placed under Chinese command—an improbable outcome.48 In a further demonstration of his nervousness, Khrushchev sent another letter to Eisenhower on September 19, urging restraint but warning of the imminence of nuclear war.49 Except that China and the United States had, in fact, already settled the issue before Khrushchev’s second letter arrived.
In their meeting on October 3, 1959, Khrushchev had summed up the Soviet attitude during the Taiwan crises to Mao:
Between us, in a confidential way, we say that we will not fight over Taiwan, but for outside consumption, so to say, we state on the contrary, that in case of an aggravation of the situation because of Taiwan the USSR will defend the PRC. In its turn, the US declare that they will defend Taiwan. Therefore, a kind of pre-war situation emerges.50
 
Khrushchev had enabled Mao to lure him into so futile a course by trying to be both clever and cynical. Especially when ultimate decisions of peace and war are involved, a strategist must be aware that bluffs may be called and must take into account the impact on his future credibility of an empty threat. On Taiwan, Mao used Khrushchev’s ambivalence to entice him into making a nuclear threat that he had admitted he had no intention of carrying out, straining Moscow’s relationship with the United States on behalf of an issue Khrushchev considered unimportant and of an allied leader who despised him.
One can only imagine Mao’s bemusement: he had goaded Moscow and Washington into threatening nuclear war against each other over some of the world’s least vital geopolitical real estate in what was an essentially nonmilitary piece of Chinese political theater. Moreover, Mao had done so at a time of his choosing, while China remained vastly weaker than the United States or the USSR, and in a manner that allowed him to claim a significant propaganda victory and rejoin Sino-U.S. ambassadorial talks from what his propaganda would claim was a position of strength.
Having triggered the crisis and brought it to a close, Mao asserted that he had achieved his objectives:
We fought this campaign, which made the United States willing to talk. The United States has opened the door. The situation seems to be no good for them, and they will feel nervous day in and day out if they don’t hold talks with us now. OK, then let’s talk. For the overall situation, it is better to settle disputes with the United States through talks, or peaceful means, because we are all peace-loving people.51
 
Zhou Enlai offered an even more complicated assessment. He saw the second Taiwan Strait Crisis as a demonstration of the ability of the two Chinese parties to engage in tacit bargaining with each other across the barriers of opposing ideologies and even while the nuclear powers were fencing about nuclear war. Nearly fifteen years later, Zhou recounted Beijing’s strategy to Richard Nixon during the President’s 1972 visit to Beijing:
In 1958, then Secretary Dulles wanted Chiang Kai-shek to give up the islands of Quemoy and Matsu so as to completely sever Taiwan and the mainland and draw a line there. Chiang Kai-shek was not willing to do this.52 We also advised him not to withdraw from Quemoy and Matsu. We advised him not to withdraw by firing artillery shells at them—that is, on odd days we would shell them, and not shell them on even days, and on holidays we would not shell them. So they understood our intentions and didn’t withdraw. No other means or messages were required; just by this method of shelling they understood.” 53
 
These brilliant achievements must be balanced against the global impact of the crisis, however. The ambassadorial talks deadlocked almost as soon as they resumed. Mao’s ambiguous maneuvers, in fact, froze Sino-American relations into an adversarial posture from which they did not recover for over a decade. The notion that China was determined to eject the United States from the Western Pacific grew into an article of faith in Washington that deprived both sides of options for a more flexible diplomacy.
The impact on the Soviet leadership was the opposite of what Mao had intended. Far from abandoning the policy of peaceful coexistence, Moscow was panicked by Mao’s rhetoric and unsettled by his nuclear brinkmanship, his repeated musing on the likely positive effects of nuclear war for world socialism, and his failure to consult Moscow. In the aftermath of the crisis, Moscow suspended nuclear cooperation with Beijing, and in June of 1959 withdrew its commitment to provide China with a model atomic bomb. In 1960, Khrushchev withdrew Russian technicians from China and canceled all aid projects, claiming that “[we] couldn’t simply stand by, allowing some of our best-qualified specialists—people who’d been trained in our own agriculture and industry—to receive nothing but harassment in exchange for their help.”54
Internationally Mao achieved another demonstration of China’s hair-trigger response to perceived threats to its national security or territorial integrity. This would discourage attempts by China’s neighbors to exploit the domestic upheaval into which Mao was about to plunge his society. But it also started a process of progressive isolation that would cause Mao to rethink his foreign policy a decade later.
On China
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