China-Taiwan Conflict Risk Dashboard

Strategic Risk Assessment - August 2025

Overall Risk High
Last Updated: August 6, 2025

Executive Summary

Risk Level High and Increasing
Critical Timeframe 2025-2027
Most Likely Scenario Limited conflict or blockade (60% probability)
Invasion Probability 35% near-term, higher 2027+

Risk Assessment Matrix

Risk Matrix
High Risk (20-25)
Medium-High Risk (12-19)
Low Risk (1-11)

Scenario Analysis

35% Probability

Limited conflict or blockade scenario

Key Triggers

  • Taiwan formal independence declaration
  • Major US policy shift to strategic clarity
  • Provocative high-level US visits to Taiwan
  • China economic crisis requiring distraction

Likely Actions

  • Naval quarantine/blockade of Taiwan
  • Seizure of offshore islands (Kinmen, Matsu)
  • Cyber attacks on critical infrastructure
  • Gray zone escalation
60% Probability

Xi Jinping's timeline window for reunification

Key Triggers

  • PLA readiness achieved by 2027 target
  • US military distraction elsewhere
  • Perceived window of opportunity
  • Xi's legacy considerations

Likely Actions

  • Full-scale amphibious invasion
  • Coordinated air-sea-land campaign
  • Preemptive strikes on US bases
  • Economic coercion campaign
Variable Probability

US semiconductor independence reduces Taiwan's strategic value

Key Triggers

  • Reduced US dependency on Taiwan chips
  • Demographic changes in Taiwan
  • Generational leadership changes
  • New military technologies

Likely Actions

  • Renewed diplomatic pressure
  • Economic integration strategies
  • Long-term coercion campaign
  • Technological leapfrog strategies

Escalation Ladder

Current Assessment: Level 2 - Gray Zone Escalation

2

Gray Zone Escalation

Increased coercive activities below war threshold

High (2025)
3

Quarantine/Blockade

Maritime quarantine or partial blockade of Taiwan

Medium-High (2025-2027)
4

Limited Military Action

Seizure of offshore islands or limited strikes

Medium (2026-2027)
5

Full-Scale Invasion

Amphibious assault on Taiwan main island

Lower but growing (2027+)
1

Status Quo

Current situation with regular gray zone activities

Ongoing

Key Indicators Dashboard

PLA Exercise Tempo High
Taiwan Independence Rhetoric Medium
US Policy Shifts Medium
Xi Timeline Pressure High
China Economic Crisis Medium-High

Risk Timeline (2025-2030)

Risk Timeline

Detailed Risk Factor Analysis