866: CHINA: ONE DREAM, SIX STRATEGIC CHALLENGES, TWO KEY EVENTS

China’s rise is not simply an economic success story. It is also a long-term political and strategic project to restore the country’s position as a leading world power. Under President Xi Jinping, this ambition has been articulated through the concept of the Chinese Dream (the great rejuvenation of the Chinese nation).

In a 2012 speech, Xi linked national rejuvenation to the goal of building a modern socialist country by 2049 (the centenary year of the founding of the People’s Republic of China). Beijing’s official development framework also identifies 2035 as a major milestone for technological advancement, economic strength and military modernisation.

The strategic question is whether China can convert its economic scale into comprehensive global power. That requires more than manufacturing dominance. It requires technological independence, diplomatic influence, military capability, secure borders and the ability to shape international rules.

Rejuvenation: Reclaiming Historical Greatness

The Chinese Communist Party views national rejuvenation as a response to a history of foreign interference and territorial losses. It considers restoring national pride through economic development a source of political legitimacy.

This vision also stems from outstanding sovereignty disputes. The most important example is Taiwan. Beijing considers Taiwan to be part of China. It has not ruled out using force to achieve unification; at the same time, Taiwan has its own government, elected by its citizens, and rejects Beijing’s claim to authority over the island.

In the South China Sea, China’s wide-ranging maritime claims overlap with those of a number of Southeast Asian countries, and on the Himalayan frontier its boundary dispute with India is still not resolved; at the same time, its relations with Japan are complicated by matters concerning the East China Sea, historical resentments and competing security interests.

These disputes should not all be described as a single programme of territorial conquest. They differ in their legal histories, strategic importance and diplomatic context. Nevertheless, they show how the pursuit of national rejuvenation can collide with neighbouring countries’ sovereignty and security concerns.

 China’s Six Challenges

Although China is facing a variety of geopolitical challenges, six relationships in particular have the potential to hinder its rise. These are also referred to as “six wars China has to fight”. This reflects the intensity of strategic competition, but it should not be taken to mean China will actually go to war with six countries.

 Taiwan. Taiwan is the most dangerous potential flashpoint because it combines sovereignty claims, military planning, advanced technology and the interests of the United States and its regional partners. A conflict could disrupt semiconductor production, maritime trade and global financial markets. It could also trigger a wider military confrontation. China can apply military, diplomatic, economic and information pressure without immediately resorting to invasion. Taiwan’s resilience, defensive capabilities, and the credibility of external support will shape Beijing’s calculations.

South China Sea. The South China Sea is vital to international shipping, fisheries, energy exploration and regional security. China seeks to protect its maritime interests and strengthen its presence, while other claimant states resist actions they consider inconsistent with their sovereignty and maritime rights. Coast guard operations, military deployments, island infrastructure and maritime law enforcement can all generate friction. A collision or miscalculation could escalate a limited incident into a wider crisis.

India. China and India are both major powers with unresolved border disputes and competing interests in Asia. The relationship involves trade, infrastructure, regional influence, and security competition. Although both countries want to avoid another serious border crisis, deep distrust remains. India’s strategic partnerships, military modernisation, and growing economic ambitions make it a key factor in China’s long-term calculations. At the same time, China remains an important economic and diplomatic actor for India. The relationship is therefore neither simply a military rivalry nor a straightforward contest for regional dominance. It combines competition with selective opportunities for cooperation.

Japan. Japan’s proximity to Taiwan, its maritime interests and its alliance with the United States place it at the centre of East Asian security. Disputes in the East China Sea, concerns about Chinese military activity and tensions surrounding Taiwan have encouraged Japan to strengthen its defence posture. Japan is also a significant technological and industrial power. Its economic and security partnerships with the United States and other regional states complicate China’s efforts to establish a dominant regional position.

Mongolia. Mongolia occupies a sensitive geographic position between China and Russia. Its economic dependence on its two large neighbours creates strategic constraints, while its pursuit of diversified international relationships gives it room to manoeuvre. China has strong interests in Mongolian minerals, energy, transport links and trade. Nevertheless, there is no sound basis for treating Mongolia as an inevitable military opponent of China. Its significance lies more in regional access, resource security and the balance between Chinese and Russian influence than in the likelihood of a direct war.

Russia. China and Russia have expanded cooperation in trade, energy, and diplomacy, and have opposed aspects of US-led international influence. Their relationship is strategically important, but it is not a formal alliance with identical interests. Historical mistrust, geographic asymmetries and competition for influence in parts of Eurasia remain relevant. Russia can provide China with energy and diplomatic support, yet Beijing must also account for the risks of secondary sanctions, instability near its borders and excessive dependence on any single partner. For these reasons, Russia belongs in an assessment of China’s strategic relationships.

 

Timelines & Influencing Events

The years 2035, 2047, and 2049 are important milestones. 2035 is an official modernisation milestone; 2049 is the stated centenary horizon for national rejuvenation; and 2047 can be treated as an analytical marker for assessing China’s regional and global ambitions, rather than a formally established deadline for world domination.

The Fifth Plenary Session of the 20th Central Committee of the Communist Party is scheduled for October 2026. Official statements identify party governance and discipline as the primary topics, alongside a review of the economic situation and policy priorities. The meeting’s policies are expected to reflect Beijing’s priorities in economic restructuring, technological self-reliance, national security, and long-term political governance.

In the United States, the congressional midterm elections on 3 November 2026 will determine the makeup of the House of Representatives and part of the Senate. The outcome may affect trade policy, defence spending, aid to Taiwan, export controls and the political room available for negotiations with Beijing.

Domestic politics in Beijing and Washington could influence the next phase of strategic competition. Neither event should be interpreted as a trigger for military action. Chinese strategic decisions depend on multiple factors, including military readiness, economic conditions, domestic stability and the expected response of the United States and its partners.

Concluding Thoughts

The China Dream is a long-term initiative aimed at national rejuvenation, with its 2035 modernisation targets and the 2049 centenary milestone serving as official benchmarks against which Beijing’s achievements can be evaluated. 2047 may be a useful point for analysis, but it must not be mistaken for a verified deadline by which China will achieve global supremacy. Economic development can change a country’s position in the international arena, but the next step is to determine whether that economic power can translate into solid diplomatic influence and credible military deterrence without provoking a broader regional reaction.

Taiwan, the South China Sea, India, Japan, Mongolia and Russia represent different dimensions of that challenge—not six inevitable wars, but six distinct strategic relationships requiring different approaches.

Ultimately, China’s rise will be judged not only by the strength of its economy or armed forces, but also by its ability to manage disagreements, sustain partnerships and reassure other countries that its growing power need not come at their expense.

The decisive question is not whether China can become powerful by 2047 or 2049. It is whether China can turn its growing power into a stable international position without making the rest of the world increasingly determined to resist it.

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References: –

  1. The 2012 Chinese Dream speech, National Museum of China. (n.d.). The Chinese Dream.

https://www.neac.gov.cn/seac/c103372/202201/1156514.shtml

  1. State Council of the People’s Republic of China. (n.d.). Major targets in 14th Five-Year Plan. https://english.www.gov.cn/w/14thfiveyearplan/
  2. U.S. Department of Defense. (2024). Military and security developments involving the People’s Republic of China 2024: Annual report to Congress. https://media.defense.gov/2024/Dec/18/2003615417/-1/-1/0/2024-CMPR-FACT-SHEET.PDF
  3. Allison, G. (2017). Destined for war: Can America and China escape Thucydides’s trap? Houghton Mifflin Harcourt.
  4. Shambaugh, D. (2013). China goes global: The partial power. Oxford University Press.
  5. Congressional Research Service. Taiwan: Background and U.S. relations (IF10275), 05 Aug 2026.

 https://www.everycrsreport.com/reports/IF10275.html

  1. Permanent Court of Arbitration. The South China Sea arbitration (The Republic of the Philippines v. The People’s Republic of China): Award, 12 Jul 2012. https://pca-cpa.org/en/documents/publications/pca-award-series/
  2. Noorani, A. G. India–China boundary problem 1846–1947. Oxford University Press, 2011.

https://doi.org/10.1093/acprof:oso/9780198070689.001.0001

  1. Westcott, S. P. Armed coexistence: The dynamics of the intractable Sino-Indian border dispute. Palgrave Macmillan, 2022. https://doi.org/10.1007/978-981-16-7450-1
  2. Government of Japan. National security strategy of Japan, 2022.

 https://www.cas.go.jp/jp/siryou/221216anzenhoshou.html

  1. President of Mongolia. Press release on the Third Neighbour Trade Act legislative bill. 30 Jul 2018 https://president.mn/en/2018/07/30/press-release-on-third-neighbour-trade-act/
  2. U.S. Department of Defense. (2024). Military and security developments involving the People’s Republic of China 2024: Annual report to Congress. https://media.defense.gov/2024/Dec/18/2003615417/-1/-1/0/2024-CMPR-FACT-SHEET.PDF

860: GLOBAL FOOD SECURITY AMID PROLONGED ARMED CONFLICTS

 

Shared my thoughts on the subject with the news channel.

 

The ongoing Russia–Ukraine war and the 2026 Iran–US/Israel conflict are creating a compounding shock across global food, fuel and fertiliser markets. The two conflicts affect different parts of the supply chain: the Russia–Ukraine war has primarily disrupted grain exports, energy supplies and Black Sea trade, while the Iran conflict has created a major energy, fertiliser and shipping shock centred on the Strait of Hormuz. Together, they raise production and transport costs while increasing the risk of lower agricultural yields and tighter food supplies.

 

Fuel and Energy

Russia–Ukraine War. The war has disrupted Russia’s exports of energy and caused damage to its refining facilities. Attacks by Ukraine on Russian refineries have lowered the amount of fuel that can be processed and have thus led to more strained global markets for diesel and gasoline, while Russia’s limitations on fuel exports have increased the pressure on the supply side. Earlier cuts in Russia’s pipeline gas exports to Europe also meant that global energy markets had to depend more on liquefied natural gas.

Iran–US and the Strait of Hormuz. The Iran conflict has added a much larger chokepoint risk. The Strait of Hormuz normally carries roughly one-fifth of global oil and LNG trade and is also critical for Gulf fertiliser shipments. Conflict, attacks, insurance problems and shipping restrictions have sharply reduced traffic through the strait. Reportedly, Middle Eastern oil exports in September 2026 remained around 3.2 million barrels per day below their February pre-war level, while Brent crude was around $103 a barrel at the end of September.

Combined effect. The two conflicts therefore reinforce one another. Russian refining and export disruption and Hormuz disruption result in tighter fuel markets. Higher oil, diesel and gas prices manifest as higher costs for farming, irrigation, harvesting, processing and transportation. Fuel is a cross-cutting cost because virtually every stage of the food chain depends on it.

 

Fertiliser

Fertiliser is arguably the most important connection between the energy conflicts and future food supplies. Nitrogen fertiliser production depends heavily on natural gas. When gas and energy become more expensive or unavailable, fertiliser production becomes more expensive or is curtailed. Farmers then face a choice between paying much higher prices or reducing fertiliser application.

Russia–Ukraine. Russia remains a major exporter of nitrogen, phosphate and potash fertilisers. The war, sanctions, export restrictions and attacks on plants, ports and transport infrastructure have periodically tightened these supplies and forced importing countries to find alternative sources.

Iran–US and the Gulf. The Middle East is even more important for some fertiliser products. Gulf countries account for approximately 30–35% of global urea exports, 20–30% of ammonia and about 50% of sulphur exports. Sulphur is particularly important for phosphate fertilisers. The Hormuz disruption has therefore had an effect on both the production and transport of fertilisers. Plants in the Gulf have suffered production interruptions, and shipments of urea, ammonia and sulphur have been delayed or halted. Prices for fertilisers have gone up sharply, with urea prices rising by about 30–40% during periods of severe disruption. FAO has reported that 1.5–3 million tonnes of monthly fertiliser trade had been delayed by the disruption. The crucial effect is that the higher fertiliser prices today can translate into lower crop yields later. This makes fertiliser potentially more consequential for future harvests than the immediate effect of the energy shock itself.

 

Food and Grain Supplies

The two conflicts affect food supplies in different ways.

Russia–Ukraine. Russia and Ukraine are major suppliers of wheat, maize, barley, sunflower oil and other agricultural commodities. The war has disrupted farmland, ports, storage, processing facilities, vessels, and Black Sea shipping. Attacks on Black Sea infrastructure and shipping have intensified in 2026. Ukrainian agricultural exports have consequently fallen substantially in some periods, while attacks on Russian infrastructure have also affected grain and energy logistics.

Iran–US conflict. The Iran conflict initially affects food more indirectly. Its principal impact is through fuel, gas, fertiliser and shipping costs rather than a direct loss of major global grain production. Farmers facing unaffordable fertiliser may reduce application or switch to less fertiliser-intensive crops. The resulting reduction in yields could affect wheat, maize, rice and other crops in subsequent growing seasons.

The Compounding Effect. The two wars are affecting different links of the same agricultural chain at the same time. The key difference is that Russia–Ukraine has directly affected agricultural output and exports, while the Iran conflict has delivered a particularly severe energy and fertiliser shock. Together, however, they create a feedback loop in which higher energy costs make fertiliser more expensive, expensive fertiliser reduces agricultural input use, and reduced input use can eventually reduce food production.

 

Effect on India

India is on the receiving end of both aspects of this shock since its energy and fertiliser needs are largely met through imports, and at the same time it has a big agricultural sector that makes heavy use of these imports. It is reported that India obtains about 35% of its fertilisers from the Gulf. Fertiliser prices have increased significantly. In response, the government has increased its fertiliser subsidies and lowered fuel taxes, but this means that part of the external price shock is passed on to the public finances.

India does have an important buffer in the form of food stocks. Government warehouses held substantial quantities of wheat and rice, providing some protection against an immediate food shortage. However, this stockpile does not eliminate the longer-term problem of higher fertiliser, fuel and transport costs, particularly if weather conditions reduce domestic agricultural production.

 

Concluding Thoughts

The result of wars is a dual supply shock. The Russia–Ukraine war constrains important agricultural and energy flows through the Black Sea and Russian infrastructure, while the Iran conflict constrains energy and fertiliser flows through the Strait of Hormuz. The greatest longer-term concern is the fertiliser channel because today’s shortage or high prices can translate into lower harvests in subsequent growing seasons.

The principal risk is not necessarily that the world immediately runs out of food. The more significant risk is a sustained increase in the cost of producing, transporting and processing food.

The countries most exposed are those that are simultaneously dependent on imported fuel, fertiliser and food, particularly lower-income countries with limited fiscal capacity to subsidise these imports.

 

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Disclaimer:

Information and data included in the blog are for educational & non-commercial purposes only and have been carefully adapted, excerpted, or edited from reliable and accurate sources. All copyrighted material belongs to the respective owners and is provided only for wider dissemination.

 

 

References:-

Arita, S., Wang, M., & Glauber, J.  How fertilizer policies could exacerbate Hormuz price shocks. International Food Policy Research Institute.  (2026, May 22).

Food and Agriculture Organization of the United Nations. Global agrifood implications of the 2026 conflict in the Middle East: Impacts on energy and fertilizer trade, and food security. 2026

Glauber, J., & Arita, S. How are fertilizer markets coping with the continued closure of the Strait of Hormuz? International Food Policy Research Institute. IFPRI article, 18 Sep 2026.

International Energy Agency. Oil market report – June 2026. (2026, June 17).

International Energy Agency. How global oil supplies have readjusted to help fill the huge gap left by the Strait of Hormuz shock. (2026, June 22).

Ministry of Chemicals and Fertilizers, Government of India. 15 vessels safely cross Strait of Hormuz; India’s fertilizer stocks set to rise. Press Information Bureau, Government of India. (2026, July 5).

Pal, B. D., Kumar, A., Sirohi, S., Sainath, B., Sharma, K., & K. V., P. (Iran war supply chain disruptions: Impacts on India’s economy. International Food Policy Research Institute.  2026, June 25).

United Nations Conference on Trade and Development. From gas to grain: Fertilizer disruptions raise risks for food security and trade. UNCTAD. 30 Mar 26.

Welsh, C., Curtis, E., & Glauber, J. How do the latest Black Sea attacks affect global food security? Center for Strategic and International Studies. (2026, September 11).

Food and Agriculture Organization of the United Nations. FAO Chief Economist warns of severe global food security risks from disruption to Strait of Hormuz trade corridor.  (2026, March 26).

Food and Agriculture Organization of the United Nations. Strait of Hormuz crisis: FAO Director-General outlines risks, actions and policy responses. 28 Apr 26.

Food and Agriculture Organization of the United Nations. Export prices of wheat, maize and rice generally increased in August 2026, despite weaker Black Sea quotations. 14 Sep 26.

779: Trumpionics

 

Video bytes for a news channel on aspects of President Trump’s recent behaviour.

 

 

 

 

 

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