U.S. strike on Venezuela puts China's Taiwan saber-ratting in focus
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Back in July 2014, Venezuelan President Nicolas Maduro and China’s President Xi Jinping were seen waving together during a meeting at the Miraflores Presidential Palace in Caracas, Venezuela.

Credit: Leo Ramirez | AFP | Getty Images

The recent removal of Venezuelan leader Nicolas Maduro by U.S. forces has sparked strong criticism from China and other international governments. Experts remain divided over the potential implications of the Trump administration’s actions, particularly concerning President Xi Jinping’s stance on Taiwan.

On January 3, Maduro and his wife, Cilia Flores, were taken into custody by U.S. forces and transported to New York to face charges related to drugs and terrorism. This unprecedented move was met with approval from President Donald Trump’s supporters, while others expressed concern over the precedent it sets, especially given China’s increasingly assertive behavior.

“If Donald Trump can simply enter a country and take control, then why should Putin be criticized for his actions in Ukraine, or why shouldn’t China feel justified in taking over Taiwan?” David Roche of Quantum Strategy commented to CNBC.

However, some experts remain skeptical about these comparisons.

In an appearance on CNBC on Monday, Carlos Gutierrez, a former U.S. Secretary of Commerce under President George W. Bush, characterized China’s relationship with Venezuela as a “tactical convenience,” and one unlikely to catalyze military action in East Asia.

“I don’t believe that China will use this as an excuse or justification to attack Taiwan. It’s just not the way they think,” Gutierrez said.

“China will make statements, very aggressive statements. That’s expected. They have to do that, but i don’t see any tangible significant action on China’s behalf,” he continued.

The U.S. has asserted what it calls a “Trump Corollary” in its recently released National Security Strategy, reviving the Monroe Doctrine of the 1820s, where the U.S. had a sphere of influence over the so-called “Western Hemisphere.”

A sphere of influence refers to a region where a powerful country seeks to dominate political, military or economic decisions without formally annexing territory.

The concept echoes the Roosevelt Corollary, which historically justified U.S. intervention in Latin America.

A statement from United Nations Secretary-General Antonio Guterres said that he was “deeply concerned that the rules of international law have not been respected,” calling the developments in Venezuela a “dangerous precedent.”

Roche warned the action could create unintended consequences. “On one hand, you’ve created a series of threats, and on the other, you’ve created a series of permissions to every dictatorial, autocratic regime, who wants to act to take over territory which is not currently within its ambit.”

The Taiwan question

Even before Trump’s attack on Venezuela, questions swirled around whether China was feeling emboldened to increase pressure on Taiwan, which Beijing has long considered part of its territory.

China staged live-fire drills around Taiwan in December, framing them as a warning against foreign interference.

In his New Year’s address, Chinese President Xi Jinping declared Taiwan’s unification “unstoppable,” echoing U.S. intelligence assessments that Beijing could attempt to seize the island by force within this decade.

Ryan Hass, a former U.S. diplomat and senior fellow at the Brookings Institution, cautioned against drawing direct parallels.

“There will be an impulse among foreign policy analysts to draw analogies to Taiwan and to warn about Trump setting a precedent Beijing could use against Taiwan. I would caution against that impulse,” he wrote on X.

Russian President Vladimir Putin (C), Chinese President Xi Jinping (R), Venezuela’s President Nicolas Maduro (L) and other leaders lay flowers on the Tomb of the Unknown Soldier during Victory Day celebrations on May 9, 2015 in Moscow, Russia.

Sasha Mordovets | Getty Images News | Getty Images

Hass said China has avoided direct military action against Taiwan, not out of deference for international law or norms, but has instead relied on a strategy of coercion short of violence.

“Beijing will be more focused on protecting its interests, condemning US actions, and sharpening the contrast with the US in the international system than it will be on drawing inspiration from today’s events to alter its approach on Taiwan,” Hass wrote.

China’s foreign ministry, in a statement after the strike, said it was “deeply shocked by and strongly condemns the U.S.’s blatant use of force against a sovereign state and action against its president.”

Beijing called the strike a “hegemonic act” and called on Washington to “stop violating other countries’ sovereignty and security.”

“The Trump administration, more so than any American administration in recent memory, is comfortable with great powers like China and Russia having a sphere of influence,” said Marko Papic, chief strategist of macro-geopolitical at BCA Research.

However, it does not mean that Washington is okay with these countries expanding their orbits, he added.

Moreover, there does not seem to be an “abandonment” of Taiwan by the Trump administration, Papic told CNBC’s “Squawk Box Asia”, pointing to the $11 billion arms sale that was announced by Taiwan in December.

The U.S. does not have a mutual defense treaty with Taiwan, but the 1979 Taiwan Relations Act commits Washington to providing weapons necessary for Taiwan’s self-defense.

Rules for thee, not for me

Evan Feigenbaum of the Carnegie Endowment for International Peace argued the U.S. would likely pursue its own sphere of influence while denying one to China.

“The United States is NOT going to ‘consent’ to a Chinese sphere of influence in Asia,” Feigenbaum wrote on X. “Instead, I suspect it will attempt to insist on an American sphere of influence in its own Hemisphere while trying to deny one to China in Asia.”

“Let’s not pretend the U.S. is consistent and that contradiction and hypocrisy in U.S. foreign policy aren’t a thing,” he added in a separate post.

BCA Research’s Papic said that time was on China’s side, and added it did not have to immediately act on Taiwan, while the U.S. is likely to focus on its “Western Hemisphere.”

“Why risk getting the entire Western world to unite against [China] by effectively trying to militarily reunify with Taiwan in January of 2026? Why risk it when time is likely on China’s side over the next 10 years, as the U.S. continues to focus on the near abroad, and less so on the entire world.”

— CNBC’s Chery Kang, Martin Soong and Amitoj Singh contributed to this report.

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