Hedgeye Technology & Hedgeye Macro Policy are hosting John Schaus, one of the top scholars on U.S.-China relations at the Center for Strategic and International Studies (CSIS), to discuss Taiwan, China, and geopolitical supply chain moves on the heels of Xi Jinping’s election/ascension to an unprecedented third term.
MONDAY, DECEMBER 19, 2022 AT 11:00 AM
CLICK HERE for event details (includes video and materials link).
Topics we are likely to address:
- The current state of US-China relations entering year two of the Biden Administration
- Likelihood of China overtaking Taiwan in the coming decade - or sooner
- What signals would portend that China is imminently planning to subsume Taiwan and will the U.S. and allies run interference
- Will China assume a better time to strike at Taiwan, if it does at all, would it be when the U.S. has diversified its advanced chip supply away from Taiwan?
- How advanced is Taiwan’s own defense force, can they withstand an attack, and have they accelerated their defense preparations?
- How does China plan to elude the US tightening restrictions on semiconductor manufacturing? Are there other technology markets that China is coveting beyond the semiconductor market and for which they have made definitive investments and long-range planning?
Join us for what promises to be a riveting, if perhaps somewhat ominous, session.
About John Schaus:
John Schaus is a senior fellow in the International Security Program at the Center for Strategic and International Studies, where he focuses on defense industry and Asia security challenges. His research areas include Asia-Pacific security issues and U.S. defense policy and industry, and he presents CSIS’s flagship presentation on future trends, “Seven Revolutions: Scanning the Horizon Out to the Year 2035 and Beyond.” Prior to rejoining CSIS in July 2014, he worked in the Office of Asian and Pacific Security Affairs (APSA) within the Office of the Secretary of Defense. His responsibilities there included day-to-day management of the U.S.-China military relationship; as special assistant to the assistant secretary of APSA, he coordinated work product and policy priorities for an office of 100, crossing two geographic combatant commands and including five U.S. allies. His most recent previous position was as regional policy adviser to the assistant secretary for APSA, where he oversaw Defense Department participation and represented the department in Asian multilateral defense organizations, as well as ensuring actions, budget, messaging, and planning aligned with broader U.S. efforts, in particular with the rebalance to the Asia Pacific. Prior to working in the Pentagon, Mr. Schaus served as executive officer to the president and CEO of CSIS for five years. He received a B.A. from St. John’s University in Minnesota, and an M.P.P. from the University of Minnesota’s Hubert H. Humphrey School of Public Affairs.
