It is interesting that one of the main criticism made of the CADIZ is that it threatens to change the Status Quo. It does beg the question of how anyone can think that a new Super Power can emerge without the Status Quo being changed.
I still however have a strong sense of “The Elephant in the Living Room” on this subject and that the true nature of the status quo under threat is not being openly admitted and discussed. Most of the commentary concentrates purely on the Diayou Islands dispute as if they were an end in themselves. I see them more as a means to an end, with the actual end being a far greater Geopolitical objective than simply a few small dots in the ECS, no matter how rich the surrounding energy deposits may or may not be. An ADIZ is not an Exclusion Zone and neither do you need to declare an ADIZ to set up or enforce an Exclusion Zone. It is undoubtedly a useful thing to have in conjunction and no doubt it does make a useful first step if you really wanted to declare an exclusion zone at a later date.
I have good reason to believe that the Chinese have rather bigger fish to fry and that ultimately this all boils down to a single and irrefutable geopolitical fact. This is that the Pacific is the one direct frontier between the worlds two premier powers and that despite being a vast Ocean, that the Pacific has little geopolitical significance itself as it is not territory. This means that the real border/balance of power between these two nations can only exist in one of two locations; either 12 nautical miles of the East coast of China or 12 nautical miles off the West Coast of the ContUSA.
Currently it lies 12 nautical miles of the East Coast of China and the Chinese would like this to change.
Key to this situation holding or changing, is who holds the most influence or even control over the 1st Island Chain – Japan, Taiwan and the Philippines. The US is undoubtedly determined to maintain the status quo and the repivot to Asia is as much a reinforcement of this single direct border.
The Chinese ADIZ is by extension a way to put the alliances of the region under pressure and to seek to exploit weaknesses between the key nations in the Chain and Washington.
Even this though, is not exactly anything imminent. The consequences of the US holding the 1st Island Chain in possible containment of China is a Strategic Irritant rather than any danger that is Clear, Present or Existential.
The main reason for active containment would be to prevent access to markets in the Americas or greater Pacific Region. Clearly China has no obstacles in this department and has very active trading activities with all these nations. The potential danger is that the US could turn this trade off. True but probably easier said than actually done. The US would not need to activate military containment to prevent its own trade with China, simply close its own ports, so such a measure would target trade with third party nations. Trade is a two way street and China is the main trading partner of virtually every nation in the Americas and the Pacific. Interdiction of Chinese trade would be interdiction of a large slice of global trade and the globe is unlikely to welcome such a move.
Moreover is China in any position to “break out” of the 1st Island Chain?
Even a precursory look says no.
This would mean having a large and Battle Ready Blue Water Navy and currently this does not exist, Chinese Naval Aviation is still in its Infancy and while there is a major modernisation programme spitting out new ships, these are simply replacing old and obsolete platforms and at nothing like a one for one ratio, which is hardly the definition of a traditional Arms Race.
In addition, simply look at which ships are being mass produced currently. Its mainly 056 Light Frigates (Corvettes) and the 054a Frigates. On top you have a few new Subs and a handful of new 052D Destroyers.
Anything else is rumours. This includes some indigenous fixed wing Carriers of about 70,000 tonnes (no physical evidence to date) – some intriguing pictures of steel sections which could represent one or two LHA of about 30 – 40,000 tonnes. Rumours of a new 055 Heavy Destroyer/Cruiser Class, of which there is no physical evidence.
All in all no navy capable of such a breakout for at least another ten years.
China is happy to play a slow game and the ADIZ is unquestionably a piece of it. The target of this move is in my opinion the stability of the US Japanese alliance. It is an attempt to sting the nationalist sentiment of the Japanese to take a more robust and Independent Foreign Policy and Defence stance. A Japan under Abe is definitely one that is more rather than less likely to respond to such a stimuli.
I also believe that China has a more immediate objective in its strategy and one that recognises the reality and significance of US Core Strategic Interest:
Any threat to the integrity of the position of the current border between China and the USA that is prejudicial to the US interest, will be countered and this will be a further reinforcement of that border. A reinforcement or a redeployment is highly suggestive of forces being brought in from elsewhere. I think the elsewhere is the significant factor in this equation.
In this instance the elsewhere would seem to be Central Asia and the Middle East, areas in which China is busy building its modern Silk Road land trade routes, pushing through to Europe and of course down to Africa itself.
I really have little doubt that the immediate aim of the CADIZ was to force the US to abandon its Strategic ambiguity regarding its own priorities and by so doing weaken further its influence in Central/South Asia and the Middle East. So in the space of one month, the US shows solidarity with Japan with a pair of B52’s but causes despair in Saudi Arabia and Israel by cutting a deal with Iran, hot on the heels of pulling the plug on project regime change in Syria.
The message from Beijing seems to these nations clear enough, some friends of Washington's are more important than others and so some might do better seeking new friends instead.