By Eric Vandenbroeck and co-workers
China’s Double Game in Myanmar
Four years into Myanmar’s civil war, the conflict
remains far from a resolution. The military regime, reeling from devastating
losses, is in deep trouble. It has lost effective control of roughly
three-quarters of the country’s territory; surrendered key strategic bases,
including two regional military commands, to advancing resistance forces; and
now faces a hollowing out of its ranks as defections and demoralization spread.
But even though opposition forces have made significant gains nationwide, they
have yet to penetrate the military’s stronghold in the center of the country.
Opposition forces share the amorphous goal of making the country a federal
democratic union, an arrangement that might accommodate the interests of the
diverse factions arrayed against the junta. But these groups’ ties remain loose
and fragile. With the opposition dispersed throughout the country and lacking
both the capacity for reliable communication and the ability to meet safely in
person, there are divisions within the resistance that will endure even should victory
on the battlefield be in sight.
Meanwhile, the
country’s roughly 54 million people continue to suffer. The junta depends on
indiscriminate air assault on population centers to compensate for its
increasing weakness in ground forces and territorial control. The increasing
use of airstrikes against opposition forces has led to a surge in civilian
deaths, which reached close to 10,000 by the end of 2024. Over 3.5 million
people have been internally displaced, and about a third of the country needs
humanitarian aid. The economy is nearing collapse. Natural disasters have
compounded what is already a dire situation. A severe typhoon ravaged Myanmar
last September, killing hundreds and flooding many areas, and a devastating
7.7-magnitude earthquake rocked the country in late March, killing more than
3,500. In the aftermath of the earthquake, the warring parties announced a
temporary humanitarian pause in the fighting, but that did not hold. The regime
launched fresh airstrikes and ground offensives just hours after the quake—and
it has continued its assaults ever since. According to local media, the
military carried out 108 air and artillery attacks between March 28 and April
6—including 46 attacks after the cease-fire was announced—killing around 70
civilians. Fierce clashes continue to rage on the ground.
Only one actor stands
to gain from this tragedy: China. In the West, Myanmar’s civil war is often
described as a “forgotten conflict.” But for China, the country is a key
battleground where Beijing’s regional ambitions, economic interests, and
security concerns intersect. A weakened Myanmar is central
to China’s goal of establishing uncontested regional hegemony. If Beijing
can dominate the country, it constitutes both a strategic barrier against
India’s “Act East Policy,” which aims to link India with the fast-growing
Southeast Asia region, and a vital foothold for China in mainland Southeast
Asia and on the shores of the Indian Ocean. In public statements, Chinese
officials insist that they want to restore stability to Myanmar and promote
fraternal relations between the two countries. In practice, China props up the
faltering junta while simultaneously trying to draw ethnic armed organizations
into its orbit, in the process sidelining pro-democracy forces that it believes
are too closely aligned with the West.
The lack of genuine
Western interest in Myanmar has created a vacuum that China is only too happy
to fill. Whereas Western powers did very little in the aftermath of the March earthquake, for instance, China rushed
assistance to areas hit hard as part of a high-profile charm offensive. In
truth, China finds opportunity in chaos: it is consolidating control in Myanmar
by propping up the faltering regime and enabling its brutal operations,
undermining resistance unity, expanding sway over several resistance forces,
sidelining Western influence, and disregarding the political aspirations of the
Myanmar people. A divided Myanmar under lasting military rule will be easier
for Beijing to control.
China’s Double-Dealing
Myanmar is more than
just another of China’s neighbors. It provides Beijing with a vital overland
gateway to the Indian Ocean, offering a crucial alternative to the chokepoint
of the Malacca Strait. Developing this economic conduit is a key objective for
the Belt and Road Initiative, Beijing’s vast overseas infrastructure investment
program. The China-Myanmar Economic Corridor (CMEC) is a key component of
Beijing’s BRI strategy, linking China’s Yunnan Province with Myanmar’s vast
energy reserves, natural resources, and access to the Indian Ocean.
Myanmar also
possesses important resources that China wants. These include critical
minerals, natural gas, hydropower, and agricultural commodities. Myanmar
provides well over half of China’s heavy rare earth imports, which are
essential inputs to high-technology and defense industries. China has long
partnered with armed groups to extract these resources with little regard to
environmental or social consequences. In 2024, Myanmar supplied China with
50,000 metric tons of rare earth oxides, surpassing China’s domestic production
of these materials. Myanmar is also the source of 79.9 percent of China’s tin
ore imports, an essential input in the production of semiconductors and other
critical technologies.
Myanmar is of
interest to Chinese officials for security reasons as well. China does not want
external powers, particularly in the West, to gain a foothold in Myanmar and
thereby challenge Beijing’s regional dominance. Beijing harbors deep anxiety
that if a government or political force aligned with the West were to come to
power, it could open the door to a sustained Western presence near China’s
border—posing a long-term security threat. This security-driven mindset has
shaped China’s approach to Myanmar’s civil war, with Beijing fearing that the
fighting could encourage Western interference in Myanmar’s internal affairs.
Chinese Foreign Minister Wang Yi recently insisted that barring other outside
powers from meddling in the conflict is one of his main goals; he sees Myanmar
as part of China’s exclusive sphere of influence. The economic and social
stability in Kyaukphyu
[China’s deep-sea port currently under construction in Rakhine State in
Myanmar] and its surrounding region is no less important than the sovereignty
disputes between China and the Philippines over Huangyan Island.
China has devoted a
great deal of attention to events in Myanmar, at least since the 2021 military coup that toppled an elected
government. Given that much of the CMEC runs directly through active conflict
zones, the post-coup conflagration has disrupted many of Beijing’s investments
in the country. It also presented an opportunity, however, for Beijing to
strengthen its control over Myanmar. Chinese officials initially downplayed the
coup as a “cabinet reshuffle,” and they have maintained active diplomatic ties
with the junta when most other countries have marginalized the regime.
But China has pursued
a double game by simultaneously strengthening ties with Myanmar’s ethnic armed organizations, an array of
groups that have significantly expanded their de facto territorial control
since the coup. Not only is China the primary supplier of weapons
to these groups, but it also acts as their principal trading partner. These
relationships allow Beijing to maintain leverage over nearly all major actors
in a divided Myanmar and serve as a strategic hedge in the event of the
military’s collapse.
China has always been
suspicious of Myanmar’s pro-democratic forces, including especially the
National Unity Government, which is primarily composed of individuals deposed
in the 2021 coup. Beijing views this group as too close to the West, even
though Western powers have provided minimal support. Chinese paranoia deepened
after the NUG opened an office in Washington in 2022 and the United States
passed the BURMA Act in late 2023, which promised much assistance—aid that it
ultimately failed to deliver. Beijing also sought to dissuade other
ethnic armed organizations from working with the NUG
and instructed them to negotiate with the junta. To be sure, Beijing allowed
backchannel communications with the NUG, primarily to protect Chinese
commercial assets, but it kept these dealings discreet and noncommittal. As the
junta lost more territory, some Chinese companies paid taxes or partnered with
ethnic armed organizations and armed groups affiliated with the NUG to maintain
business operations.
Seizing the Moment
For a few years, this
double-dealing allowed China to protect critical investment projects while also
deepening its influence even as Myanmar became engulfed in violence. Then, in
late 2023, an anti-junta coalition of ethnic armed organizations with ties to
China, but also including armed forces associated with the NUG, launched Operation 1027, a large-scale coordinated
offensive. In the year since the offensive began, rebels have captured two of
the junta’s regional commands, six operational commands, over 160 battalion
bases, and 93 towns. Once seen as unbeatable, the military today teeters on the
brink of collapse.
The fall of the
junta’s Northeastern Regional Command in Lashio in August 2024 set off alarm
bells in Beijing, which felt the resistance forces had gone too far. China
subsequently abandoned its hedging strategy in favor of aggressive intervention
on behalf of the regime. This pivot became evident when Foreign Minister Wang
visited junta officials in August 2024, signaling Beijing’s clear support. Soon
after, junta chief Min Aung Hlaing traveled to Kunming for his first visit to
China since the 2021 coup.
At the same
time, Beijing attempted to pressure ethnic armed organizations along the
China-Myanmar border to cease their hostilities. It tried to coerce factions
that did not comply, including by closing border posts and shutting off access
to cross-border flows of electricity, water, internet, and essential supplies.
In its most drastic move, in late 2024, local news reports claimed that China
detained the leader of the Myanmar National Democratic Alliance Army (MNDAA) in
an attempt to force the group into a cease-fire and withdrawal
from Lashio.
Touting itself as a
peace broker and guarantor of stability, in the wake of Operation 1027, Beijing
mediated multiple rounds of talks between the junta and several ethnic armed
organizations. These negotiations have failed to foster peace because the military
insists on regaining control of lost territory and the ethnic factions refuse
to give up their hard-won gains. At the same time, though, China has deepened
its influence in the country by pressuring all sides to acknowledge and
accommodate its role in shaping Myanmar’s future. It has propped up the junta
by providing diplomatic cover in the international community and supplying it
with heavy weapons, fighter jets, surveillance technology, and financial
lifelines. China has also worked to exacerbate divisions within
Myanmar’s resistance forces, by pressuring ethnic armed groups under its
sway—particularly those along the northern border—not to cooperate with the NUG
or allied pro-democracy forces it sees as Western-backed. These interventions
have fueled instability and prolonged the war. In response, some resistance
groups have felt compelled to issue public assurances of their commitment to
protecting Chinese interests in Myanmar—or even to temporarily halt planned
offensives to avoid provoking Beijing’s ire.
The March earthquake has given Beijing another
opportunity to expand its influence in Myanmar and chip away at its biggest challenge:
widespread anti-China sentiment. Where Western powers have offered only limited
support amid Myanmar’s humanitarian catastrophe, China has stepped in. As it
cultivates its soft power, China has expanded its security presence in Myanmar.
Citing concern that the junta is not equipped to protect Chinese assets,
Beijing has pressured the junta to form joint-venture security firms that are
now deployed at the Kyaukphyu
deep-sea port in the west and in Muse in the east along the Chinese-Myanmar
border. These operations are led by Chinese state security companies and
constitute China’s first official armed presence in Myanmar. The long-term
implications of expanded military presence in Myanmar are unclear, but it could
significantly reshape the country’s internal conflict and the broader regional
security landscape.
Simply put, Beijing’s
involvement is prolonging Myanmar’s destructive war. Emboldened by China’s
support, the regime has escalated airstrikes on resistance-held areas,
indiscriminately targeting civilians. But the junta is not strong enough to
launch ground offensives to reclaim lost territory, so it now focuses on
preventing the resistance from consolidating control in newly seized areas.
Even amid the widespread devastation caused by the March earthquake, the regime
prioritized airstrikes over rescue and relief operations. China has delivered
additional warplanes and drones to the junta to abet this effort.
The opposition
continues to advance on the battlefield regardless of whether it has the
political cohesion needed to replace the junta. For now, the regime’s opponents
are trying to expand urban operations across the country, aiming ultimately at
the major cities in the center. As long as the military regime still controls
Yangon, Myanmar’s biggest city, and Naypyidaw, its capital, the advances by
opposition forces will weaken the junta but likely fall short of delivering a
decisive blow. Without a strong united front within the opposition, the regime
will probably continue to stagger on.
As Western interest
in Myanmar has waned, China has seized the opportunity to expand its strategic
footprint by exploiting the country’s chaos and political fragmentation. It now
holds considerable sway over key actors on all sides of the conflict and has
systematically sidelined Western influence by alienating groups aligned with
the West. And Beijing has already secured several tangible gains, including
retaining its access to strategic resources such as rare earth elements and
establishing a military presence on Myanmar’s soil. These moves give China not
only privileged access to economic assets but also political leverage over a
pliant neighbor within the Association of Southeast Asian Nations (ASEAN),
tightening its grip on a region central to its ambitions. China’s growing
influence in Myanmar is not an isolated case; it is a critical front in
Beijing’s larger campaign for regional hegemony. For Western and regional
powers, this should sound an alarm. A reactive approach will not suffice.
Containing Beijing’s advance must begin where China is expanding at a rapid
pace—at its base perimeter in Myanmar.
What Beijing Doesn’t Want
A political solution
to the crisis remains a distant prospect. The junta has pledged to stage
elections within a year, even though its capacity to hold a vote—even a sham
one—seems hugely circumscribed, both by war and by the March earthquake. With
most of the country racked by conflict, the regime has been forced to
repeatedly postpone elections that it had originally planned for 2022. The
opposition groups and public would not recognize a vote organized by the junta
as legitimate, in any case. At this point, attempting to stage elections will
only further inflame conflict and exacerbate the country’s humanitarian crisis.
Many outside powers,
including ASEAN, China, and India, have called for a negotiated settlement,
though they have not prescribed specific terms. But this remains unrealistic
for two main reasons. First, given the junta’s weakness, members of the
resistance and the public see this as a historic opportunity to finally expel
Myanmar’s military, the primary perpetrator of their suffering, from a position
of power. Second, Myanmar’s generals have never engaged in meaningful political
dialogue. Even minor concessions that might threaten their grip on power are
intolerable to them. Instead, they dictate terms, expecting their counterparts
to capitulate, and operate within a framework that guarantees military
dominance. Even in the aftermath of the earthquake in March, the regime
prioritized airstrikes against opposition forces and leveraged increased
international engagement—particularly through humanitarian aid—as a tool to
bolster its legitimacy while countless victims remained trapped beneath rubble
without meaningful assistance. And with the unwavering support of China and
Russia, the regime feels emboldened and sees little reason to pursue genuine
negotiations.
The only way the
junta would accept some negotiated end to the war would be if it had absolutely
no other choice. That would require greater cooperation and political cohesion
among the rebel forces, and then for those united forces to turn the tide on the
battlefield decisively against the regime, threatening its hold on the center
of the country. Beijing does not want this to happen. It will continue under
any future circumstance to undermine the very cooperation among the rebels that
is necessary to one day form a peaceful, stable, and federal democratic
Myanmar. China has no genuine interest in peace or stability in Myanmar; it
wants strategic dominance. And if Beijing can best grow its influence by
playing Myanmar’s factions off one another, keeping them weak, fragmented, and
dependent on China, then that is what it will do.
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