US Military Prepares for Possible War with China

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Dec 12, 2025

A classified Pentagon briefing has left senior officials shaken: the US might not win a war with China today. Behind the “world’s greatest military” boast lies a very different reality—one that could turn nuclear fast. What exactly did they see that turned faces pale?

Financial market analysis from 12/12/2025. Market conditions may have changed since publication.

Have you ever wondered what keeps four-star generals up at night? It’s not always the enemy you can see on the horizon. Sometimes it’s the briefing slide that quietly admits the emperor might not have as many clothes as everyone thinks.

Last week a rather extraordinary video dropped from a major American media outlet. In it, their editorial board didn’t just report the news—they essentially sounded the alarm. The message was blunt: the United States needs to wake up, spend differently, and prepare for the very real possibility of a shooting war with China. And not in twenty years. Possibly before the end of this decade.

I’ve followed defense matters for years, and I can count on one hand the number of times a mainstream editorial board has spoken this directly about preparing for great-power conflict. This wasn’t hawkish op-ed speculation. It was a carefully worded wake-up call based on classified material circulating at the very top of the American national-security apparatus.

The Briefing Nobody Wanted to See

At the heart of the story is something called the “Overmatch brief.” Think of it as the Pentagon’s internal reality check—a classified, no-punches-pulled assessment of how the US military would actually fare in a head-to-head fight with China, especially in the western Pacific.

Senior officials who have sat through the latest iteration describe physical reactions. One reportedly went pale. Another sat in stunned silence. These aren’t junior analysts. These are people who have spent decades assuring Congress and the public that America enjoys unquestioned military primacy.

The core problem is simple but brutal: many of the big-ticket weapons America spent the last thirty years buying—stealth fighters, supercarriers, exquisite manned platforms—are increasingly vulnerable to the exact kind of long-range, precision-strike systems China has poured its energy into developing.

The old symbols of American might—aircraft carrier strike groups sailing with impunity—are turning into high-value targets rather than instruments of dominance.

Why Taiwan Changes Everything

Geography is destiny in the western Pacific. Taiwan sits roughly 100 miles off the Chinese coast but more than 7,000 miles from the continental United States. In any serious crisis, China enjoys the priceless advantage of fighting close to home while America has to project power across an ocean.

Beijing has made no secret that it views Taiwan’s status as the unfinished business of its civil war. Washington, meanwhile, has committed—through legislation and decades of policy—to help Taiwan defend itself. Those two red lines are on a collision course.

The often-cited 2027 deadline comes from public statements by American officials claiming Xi Jinping instructed the People’s Liberation Army to have the capability to take the island by force that year if ordered. Whether that deadline is real or intelligence-community worst-casing, the buildup is undeniable.

  • China now fields the world’s largest navy by hull count
  • It has more ships under construction than the entire active US battle fleet
  • Its missile forces can saturate defenses with thousands of precision weapons
  • Hypersonic glide vehicles and anti-ship ballistic missiles threaten carrier groups far beyond previous ranges

In plain language: the old playbook of surging carriers to the rescue within days might no longer work. Some wargames run in recent years reportedly end with heavy American losses in the opening weeks.

The Nuclear Shadow Nobody Wants to Talk About

Perhaps the most sobering part of any realistic scenario is escalation. Both countries are nuclear powers. A conventional war that starts going badly for either side creates enormous pressure to reach for bigger weapons.

China’s nuclear arsenal is expanding faster than almost anyone predicted five years ago. The Pentagon now believes Beijing could field 1,000 deliverable warheads by 2030. That’s still smaller than America’s stockpile, but more than enough for mutual assured destruction.

I’ve always found it striking how casually some commentators talk about “limited” wars in Asia. There’s very little historical precedent for two nuclear powers slugging it out conventionally without someone eventually contemplating the unthinkable.

The Old Way of War Is Dying

Here’s where the conversation gets interesting—and expensive. The editorial board argued that America has been buying yesterday’s military at tomorrow’s prices. Trillion-dollar programs optimized for counterinsurgency or peer fights in Europe don’t translate neatly to the Pacific.

Carriers are magnificent, but they’re also floating airfields that need to stay hundreds of miles from shore to survive modern missile salvos. That dramatically reduces the reach of their air wings at exactly the moment you need them most.

Meanwhile, unmanned systems—drones, drone swarms, autonomous submarines—offer the possibility of mass at affordable cost. A single Ford-class carrier runs about $13 billion before you even buy the air wing. For that money you could procure tens of thousands of attritable drones.

Quantity has a quality all its own, especially when the other side has already embraced it.

What “Getting Serious” Actually Looks Like

The recommendations coming out of these briefings aren’t subtle. They include:

  • Radically speeding up acquisition—bypassing years of requirements creep and bureaucracy
  • Betting big on smaller, innovative companies rather than the usual prime contractors
  • Building thousands of autonomous systems that can be lost without political fallout
  • Dispersing forces across the Indo-Pacific instead of concentrating in a few large bases
  • Stockpiling munitions on a scale not seen since the Cold War
  • Pressuring allies—Japan, Australia, South Korea, the Philippines—to do far more

Some of these ideas are already moving. The Replicator initiative aims to field thousands of attritable autonomous systems by 2026. The Marine Corps is redesigning itself entirely around small, distributed units designed to operate inside the Chinese missile umbrella.

The Trillion-Dollar Question

Congress just authorized another enormous defense bill—when you add supplementals, the total crosses a trillion dollars for the first time. Yet much of that money is already spoken for: payroll, healthcare, legacy programs, bases.

The real fight inside the Pentagon right now isn’t about getting more money—it’s about killing sacred cows to free up cash for the new priorities. Every dollar still going to another squadron of manned fighters is arguably a dollar not going to the systems that might actually matter in 2030.

And let’s be honest: actually cancelling major programs is political dynamite. Jobs, congressional districts, decades of institutional momentum—all push in the opposite direction.

Can Deterrence Still Work?

Here’s the paradox at the center of everything: the best way to prevent war may be to prepare seriously for it. A China that believes it can win quickly might be tempted. A China that looks at the balance sheet and sees real risk of failure—or escalation to nuclear levels—is far more likely to wait.

Deterrence isn’t cheap, and it isn’t pretty. But history suggests it beats the alternative.

The incoming administration has signaled it will focus defense efforts on the homeland and the Western Hemisphere first. Fair enough—those are core interests. But geography doesn’t care about campaign rhetoric. The Indo-Pacific will remain the pacing theater whether Washington wants it to or not.

In my view, the most interesting question isn’t whether America can still deter China. It’s whether we have the political will to make the hard choices fast enough. Because the clock the briefing slides are measuring isn’t set in Washington. It’s set in Beijing.

And it’s ticking.

Debt is like any other trap, easy enough to get into, but hard enough to get out of.
— Henry Wheeler Shaw
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