Asian Butterflies
Now that it appears that the war in Europe is rapidly coming to an end, perhaps we can turn to look at developments in Asia. The strategic situation for the Japanese is looking increasingly dire. Since the end of 1938, the war in China has ground to a virtual stalemate. In the OTL, it would remain so until 1944, when the Japanese launched
Operation Ichi-Go.
Any benefits that the Japanese have from the lack of an oil embargo by the US and the Netherlands are probably only ephemeral. Japan would be rapidly draining its remaining gold reserves needed to pay for any oil imports. Japan ran a trade deficit during the late 1930s and the war in Europe would have depressed the demand for silk and tea, which were Japan’s main exports. The Japanese government had imposed strict controls on imports to slow the drain of its gold reserves, but this is only a stop gap measure.
In addition, China would be significantly strengthened by the French keeping Haiphong-Kunming railroad open to Chinese war materiel imports. The eventual German surrender will soon free up tons of war surplus materiel that can be shipped to the Nationalist government in China. Several hundred surplus French R-35 and H-39 tanks could have a dramatic effect on the military balance in China. Someone correct me if I’m wrong, but I believe that they would outmatch anything that Japan has in its inventory.
In geopolitical terms, the defeat of Germany will be catastrophic for Japan, eliminating the only potentially useful ally that it had against the Western powers. Britain and France have already matched Japan in naval forces in the Far East and the end of the war in Europe (assuming the Entente doesn’t get into a shooting war with the USSR) will free these two powers to shift more ground and air forces to this theater. The forward positioning of the French naval squadron and naval patrol aircraft at Cam Ranh Bay provides an effective screen against any potential Japanese sneak attack against the main Entente fleet concentration at Singapore. Btw, by this time I would expect the French to swap out
Force X with the
Force de Raid (Battleships
Strasbourg and
Dunkerque, light cruisers
Montcalm, Gloire, and
George Leygues, and three divisions of
Le Fantasque-class heavy destroyers), giving the French a fast modern squadron to patrol in the South China Sea. (As an aside, in June 1940 the French decided to build a major naval base at Cam Ranh Bay, to be completed in 1944. More information can be found at
https://clausuchronia.wordpress.com/tag/baie-de-cam-ranh/)
Looking further north, the Soviets are in the position to provide significantly more aid to the Chinese communists (again assuming the USSR doesn’t get into a shooting war with the Entente). Stalin may even consider a direct intervention to seize Manchuria. Any problems that the Japanese have handling the R-35 would be multiplied against the T-34.
Adding in the possibility of the United States as a potential enemy leaves Japan completely isolated and surrounded by overwhelming military power. The status quo in untenable, so the Japanese needs something dramatic to change it.
So how will Japan respond to this geopolitical nightmare? Chiang Kai-shek had previously said that was willing to consider negotiating a peace settlement with Japan, but only on the condition that Japan agreed to withdraw to the pre-1937 border. Would the militarists in charge in Tokyo now be willing accept this condition or would they remain too detached from reality and believe that they can still win the war? If the latter, what will be their strategy? To win the war, Japan would need to isolate China from receiving outside aid as well as securing a source of oil. As in the OTL, this suggests a Japanese move south to seize Indochina, Burma, and the Dutch East Indies, but the correlation of forces here are much worse than in the OTL.
The Japanese Imperial Navy is still probably committed to the doctrine of the decisive sea battle. Would they be willing to risk all and sail into the South China Sea for a decisive face off against the combined British-French-Dutch naval forces? Would the Japanese naval high command regard this as suicidal and try to stage a coup against the army? Are there any other potential strategies that have any realistic chances of success? I’m intrigued to see what our esteemed author comes up with to solve this conundrum for the Japanese.