What the Indo-Pacific thinks of the new US National Defense Strategy

Japanese Defense Minister Shinjiro Koizumi and US Defense Secretary Pete Hegseth pose before their talks near Washington on January 15, 2026. (Kyodo via Reuters Connect)

“In the Indo-Pacific, where our allies share our desire for a free and open regional order, allies and partners’ contributions will be vital to deterring and balancing China.” Last week, the Pentagon released its latest National Defense Strategy (NDS), which articulated the Trump administration’s approach to China and the Indo-Pacific. The document has garnered attention for its emphasis on US allies in the Indo-Pacific to spend more on defense and take a more active role in ensuring the region’s security. How are US allies and partners in the region responding to the NDS? Our Indo-Pacific experts provide their vital contributions below.

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The NDS’s emphasis on allies is reassuring for Japan, but questions over commitments remain

For Japan, the United States’ new NDS and its emphasis on working with Indo-Pacific allies to strengthen “collective defense” in the First Island Chain provided some assurance. But the NDS also further underlined long-standing questions about the Trump administration’s intentions and expectations toward allies. 

To some extent, the NDS brought a sigh of relief in Japan, given that there were concerns about how the Trump administration’s focus on the Western Hemisphere and the administration’s arguably somewhat softer posture toward China in recent months would impact Washington’s defense efforts and regional partnerships in the Indo-Pacific. In this light, the NDS was reassuring, as it did not completely de-prioritize the Indo-Pacific region.

Still, some concerns remain. Above all, while the NDS suggests that the United States will deter full-scale aggression by China, much remains unknown about Washington’s posture toward the gray-zone situations that persist in the Indo-Pacific. Moreover, the NDS makes clear its demand that allies and partners “take on a greater share of the burden,” adding pressure on states like Japan to increase defense expenditures and take on a more proactive defense role. Combined with the United States’ strategic ambiguity toward China and North Korea, Japan remains concerned about when and how Washington will respond if a contingency were to erupt. Such ambiguities and gaps undermine progress toward enhancing strategic, operational, and tactical readiness of the bilateral alliance US-Japan alliance, as well as US-Japan-South Korea trilateral cooperation and other vital frameworks in the Indo-Pacific region.

Ryo Hinata-Yamaguchi is a nonresident senior fellow with the Indo-Pacific Security Initiative.


The NDS’s call for collective defense of the region is thin on details 

From Seoul’s vantage point, two phrases stood out most: “critical but limited support from U.S. forces” and “collective defense” along the First Island Chain.  

If the premise is that Seoul—and other regional allies—assume primary responsibility in the conventional domain, a central question is whether (and how far) that logic could bleed into the nuclear backstop. This would mark, not a “shift” in declaratory terms, perhaps, but a perceptible change in the visibility, tempo, and scope of the United States’ provision of extended deterrence.

At the same time, while the latest NDS and National Security Strategy both prescribe building “collective defense” in the region, both documents are notably thin on how Washington intends to operationalize it. The NDS states that the United States will seek to “make it as easy as possible for allies and partners to take on a greater share of the burden of our collective defense, including through close collaboration on force and operational planning and working closely to bolster their forces’ readiness for key missions.” Yet it avoids specifying the connective tissue—South Korea–US–Japan trilateral cooperation, or other mini- or multilateral pathways—that could be the key means to implement the concept.

None of this, however, makes me doubt that the South Korea–US alliance will keep adapting; if anything, Seoul’s description in the NDS as a “model ally” reinforces that expectation. But precisely because adversaries look for seams, the United States and South Korea need tighter communication, coordination, and signaling—so that capability shifts or posture adjustments do not create deterrence vacuums or generate unnecessary provocation in the region. 

Bee Yun Jo, PhD, is a nonresident senior fellow at the Indo-Pacific Security Initiative and research fellow in the Security Strategy Division at the Sejong Institute. 


Manila has a ‘pragmatic’ response to the NDS amid tensions with China

The reaction in Metro Manila to the Pentagon’s 2026 NDS has been largely pragmatic and firmly Philippine-focused. The softer language on China has not generated public backlash among government officials, politicians, and policymakers. This is largely because Philippine policy debates are driven less by Washington’s terminology than by concrete security conditions in the West Philippine Sea, domestic development imperatives, and existing military cooperation with the United States anchored by the National Defense Authorization Act.

At the same time, there has been a subtle recalibration among some Philippine policymakers toward a more pragmatic approach to economic engagement with China. This shift has been hinted at by the Philippines’ ambassador to the United States, Jose Manuel “Babe” Romualdez, who has argued that persistent geopolitical frictions should not preclude selective economic cooperation with China. This recalibration reflects growing concern that the Philippines is falling behind regional peers, particularly Vietnam, whose manufacturing sector has expanded rapidly through export-oriented growth and deeper integration into global supply chains. Economic underperformance has also become increasingly visible in tourism vis-à-vis neighboring countries, prompting policy responses aimed at stimulating demand. One such measure has been the introduction of fourteen-day visa-free entry for Chinese citizens, a move widely interpreted in Manila as economically motivated rather than geopolitical signaling.

However, this pragmatism has not translated into accommodation toward Beijing on sovereignty issues or political influence. This week, Philippine senators across party lines signed a resolution condemning what they describe as verbal attacks and intimidation by Chinese officials against Philippine institutions defending the West Philippine Sea. In addition, the publicly disclosed meeting between the Chinese ambassador to the Philippines and Davao City Mayor Sebastian “Baste” Duterte drew scrutiny in Manila political circles. The meeting’s timing coincided with heightened tensions in the West Philippine Sea, reinforcing concerns about political signaling and elite influence pathways, anxieties that have been shaped by China’s prior patterns of elite engagement across Southeast Asia.

Alvin Camba is a nonresident fellow in the Indo-Pacific Security Initiative at the Atlantic Council’s Scowcroft Center for Strategy and Security. 


Australia will welcome clear messaging on China and an emphasis on re-industrialization 

On the surface, the 2026 NDS is a radical departure from its predecessors. Its bombastic rhetoric, political focus, and sharp tone make it an unconventional document and in key areas it represents significant policy shifts, particularly as it relates to European allies and the threat Russia presents. Moreover, while it repeatedly states that it is not isolationist in nature, the document also heavily emphasizes a refocus to its own region through the “Trump Corollary” to the Monroe Doctrine. Beneath the surface, however, there is also a lot of continuity, and for allies and partners in the Indo-Pacific there is a lot in the document to be reassured by.

For Australia, the clear articulation of the threat China poses, the need to deter rather than confront, along with a clear message to China on what the United States considers an acceptable balance of power in the region will be encouraging, particularly as China has often exploited the strategic ambiguity of previous policy documents. However, the lack of any mention of Taiwan or how the United States will view a potential crisis there will create uncertainty and anxiety.

But the acknowledgment of the speed and scope of the threat China poses, and reassurances that the United States will continue to support efforts to stand up to it will be well received in Canberra. The need for increased burden sharing and re-prioritization of effort have reverberated throughout the national security community for over a decade and will come as no surprise to Australian policymakers. Moreover, the emphasis on re-industrialization is a trend already under way there, and the NDS’s language will be viewed as a seriousness of intent on the part of the United States. While the document is simplistic and short on details, its strength is the clarity of messaging and pragmatic views on the reality of regional and global threats. For those in Australia, that statement will be well received.

John T. Watts is a nonresident senior fellow in the Forward Defense program at the Scowcroft Center for Strategy and Security. He previously served as a senior policy advisor to the US Office of the Secretary of Defense for Policy and a staff officer at the Australian Department of Defence.


The NDS leaves unanswered questions about what a ‘decent’ US-China peace would mean for Taiwan

Taiwan is concerned about being left out of US defense perimeters and becoming seen as primarily an economic issue, rather than a security one, for Washington.

The clearest sign is that the 2026 NDS does not mention Taiwan by name at all. There is also the softening in NDS language concerning China. The 2018 NDS from Trump’s first term referred to China and Russia as “revisionist powers”; the 2026 NDS no longer does. This raises the question of whether China’s repeated claim that it will annex Taiwan, by force if necessary, is no longer considered an act of revisionism.

The NDS does talk about the importance of deterrence by denial and pledges to “make clear that any attempt at aggression against U.S. interests will fail.” But is defense of the peace and stability of the Taiwan Strait still a US interest?

The answer is unclear. The NDS mentions five areas where the United States will prioritize the provision of “critical but limited support from U.S. forces,” and the Taiwan Strait is not one of them.

Furthermore, while it may be reassuring for some to read the NDS’s promise “to prevent anyone, including China, from being able to dominate us or our allies,” Taiwan is not a US ally.

The NDS does say that all nations should “recognize that their interests are best served through peace and restraint.” Is “restraint,” then, what the United States expects from Taiwan?

The NDS also calls for reaching a “decent peace” with China, stating later that such an accord “on terms favorable to Americans but that China can also accept and live under is possible.” This language brings back the long-standing specter of a US-China “grand bargain” over Taiwan. Especially since Beijing has long seen Taiwan as nonnegotiable and a core interest, Washington seeking to strike a deal on “terms that China can accept” is not generating much optimism inside Taiwan.

Yet with crisis comes opportunity. Taiwan’s strategy should be threefold. First, Taiwan needs to reassure domestic audiences that Taiwan is not mentioned in the NDS because strong US-Taiwan relations are now a given. Second, increase Taiwan’s defense spending to show that Taipei is not a security free-rider and is doing its fair share. To this end, Taiwan’s defense spending is set to reach 3.32 percent of gross domestic product (GDP) in 2026, and Taiwanese President Lai Ching-te has pledged to reach 5 percent of GDP on defense spending before 2030. Third, Taiwan needs to contribute to the Trump administration’s reindustrialization agenda. Taiwan has made progress in this area as well. This month, Taiwanese companies committed to investing at least $250 billion in the United States, especially in the semiconductor and technology sectors.

Taken together, Taiwan is seeking to signal that it is an understanding, responsible, and helpful partner to the United States, one that is too valuable to let fall into Beijing’s hands.

Wen-Ti Sung is a nonresident fellow with the Atlantic Council’s Global China Hub.