In this urgent bonus episode, Ray Powell and Jim Carouso return to discuss the sharp re-escalation at Second Thomas Shoal in the South China Sea following the highly publicized Chinese naval collision at Scarborough Shoal on August 11, 2025. Drawing from satellite imagery, open-source information, and media reports, they analyze China’s deployment of an armed maritime “swarm” near the BRP Sierra Madre, including coast guard cutters, maritime militia vessels, and rigid-hulled inflatable boats (RHIBs) equipped with mounted weapons.

China’s Escalation and Swarming Tactics

Ray details how, just a day after the collision, China shifted significant assets from Mischief Reef to Second Thomas Shoal, amassing a force that now includes coast guard ships, maritime militia vessels, and armed RHIBs maneuvering alarmingly close to the Philippine military outpost. This “swarming” not only serves as a physical blockade but also as psychological intimidation through water cannon drills and propaganda operations.

Historical and Strategic Context

The BRP Sierra Madre has symbolized Philippine sovereignty at the shoal since being deliberately grounded in 1999, which lies within the Philippine Exclusive Economic Zone. Despite China’s extensive militarization of neighboring Mischief Reef and other features, they have yet to dislodge this single ship—a continuous thorn in Beijing’s nine-dash line claims and a longtime flashpoint for maritime confrontation.

Provocation, Deterrence, and International Implications

Jim and Ray explore the strategic calculus behind China’s move, interpreting it as a probe aimed at provoking a Philippine misstep to justify more forceful measures, such as seizure or siege of the outpost. Philippine forces remain strictly instructed to exercise restraint, aware of the potentially explosive consequences. The episode places these events within a broader geopolitical framework, including rising tensions in U.S.-Taiwan relations, the recent Trump-Putin summit in Anchorage, and emerging uncertainties in U.S. alliances across Asia.

What’s Next: Risks and Responses

The hosts weigh the possibility of China demanding new concessions to allow future Philippine resupply missions, emphasizing that a full siege would be catastrophic and globally indefensible. Given the rusted state of the Sierra Madre and its irreplaceable symbolic value, any disruption to resupply could be a tipping point. They also assess the credibility of U.S. treaty commitments and freedom of navigation operations as signals of deterrence or escalation.

Anecdote on Summit Diplomacy

On a lighter note, Ray offers a “there I was” story from President Obama’s 2016 visit to Vietnam, where a meticulously planned official lunch was upended for an impromptu meal with Anthony Bourdain, which became the headline for the visit.

Why Listen?

A definitive update and expert analysis on the mounting crisis in the South China Sea, China’s maritime gray-zone tactics and their implications for Philippine sovereignty, and Indo-Pacific alliances and security dynamics.

👉 Follow us on X, @IndoPacPodcast, and LinkedIn

👉 Follow Ray on X, @GordianKnotRay, and LinkedIn

👉 Follow Jim on LinkedIn

👉 Sponsored by BowerGroupAsia