At The Breaking Point

Episode #412: “We are in Myanmar, and nothing is clear cut.”

Anthony Davis offers a stark assessment of Myanmar’s war, drawing on decades of experience studying insurgencies. He begins with the United Wa State Army, a thirty-thousand-strong force running a state the size of Belgium. “It would be entirely wrong to see the Wa as simply Chinese puppets or Chinese proxies,” Davis insists. The Wa have scaled back arms transfers under Chinese pressure, but they remain determined to expand their autonomy. Their ambition is recognition as a state, linking their territories along the Chinese and Thai borders. If the regime collapses, Davis argues, the Wa will act swiftly to unite and consolidate. He calls them “a critical player in the overall struggle for Myanmar.”

The Wa’s influence now extends west of the Salween, through ties with the Ta’ang, leverage over the Shan State Progress Party, and neutralization of rivals like the Restoration Council of Shan State. This, Davis notes, is ascendancy rather than reckless conquest—a quiet dominance shaping the conflict’s direction.

Davis also identifies drones as a decisive factor. Initially dismissed, they became central to resistance victories in late 2023. The junta responded by creating a drone directorate, importing Chinese systems, and applying Russian expertise from Ukraine. By 2025, drones, artillery, air power, and conscripts are integrated into an operating machine. “It’s an army in the way the resistance, by definition, is not,” Davis observes.

Resistance morale remains high, but Davis stresses that spirit alone cannot sustain the fight. “They have got plenty of morale. They’re not short of guns. But if you don’t have enough ammunition, then you’re in trouble.”

Elections, he says, “will happen come hell or high water,” yet will not bring peace. China’s backing of the junta complicates everything, while the Arakan Army’s rise in Rakhine could change the board entirely. Davis closes with a warning: “The bottom line is, you can have a ceasefire today, but [the Burmese military is] going to come back, they’re going to rebuild, they’re going to re-equip, and they’re going to come back at you.”