The strategy emerged from a moment of truth. Years of military overstretch, industrial erosion, and fiscal strain have collided with domestic anxieties over migration, trade imbalances, and energy security. The document acknowledges, indirectly, that the United States can no longer afford to be everywhere, doing everything, for everyone. In response, it narrows the definition of what truly matters for the United States––the Western Hemisphere.

The Western Hemisphere is elevated as the primary theater of concern by invoking a 200-year-old policy of the Monroe Doctrine that rejects external influence close to home. The Middle East is quietly downgraded, its strategic relevance diminished by American energy independence. Europe, which was once a central theater to Washington’s worldview, is urged to take primary responsibility for its own security and political future by restoring stability within the region.

The strategy is not one of isolationism, as the NSS is careful to reject that label. As per the document, the United States will continue to prevent adversaries from dominating key regions. Nowhere is this commitment clearer than in the Indo-Pacific, where China is described as a main competitor. But while the ends remain familiar, the means have changed. The burden of maintaining or reinforcing regional balance is no longer something Washington is willing, or claims it should ever have been expected, to carry alone.

The Indo-Pacific strategy outlined in the NSS revolves around the First Island Chain, the arc of territory stretching from Japan through Taiwan to the Philippines. This geography is cast as the front line of any future conflict in East Asia. The United States pledges to build a force capable of denying aggression anywhere along this chain; however, it also emphasizes that such denial must be collective. Diplomacy will be used to press allies to increase defense spending and investment in deterrence-focused capabilities. In effect, the strategy seeks to integrate partnered militaries into a dense denial network in which primary responsibility lies with regional partners, with the U.S. aiding through commercial matters, technology sharing, and defense procurement.

There is a cold logic to this approach. If successful, it would complicate any Chinese military campaign, raising costs through layered defenses, maritime surveillance, anti-ship missiles, cyber capabilities, and hardened infrastructure. It would allow the United States to concentrate on high-end enablers such as artificial intelligence, quantum computing, and missile defense, while others invest in the less glamorous but more geographically exposed components of deterrence. This move can be seen as a reconfiguration designed to make competition with China cheaper and more sustainable for Washington.

Nevertheless, for America’s partners, the strategy feels less like empowerment and more like exposure. Japan offers the clearest example. Tokyo is amid a historic military buildup. Its defense budget now exceeds 9 trillion yen and is on track to reach 2 percent of its GDP, a threshold once unthinkable in a country shaped by postwar pacifism. Japan is acquiring long-range standoff missiles, expanding coastal defenses, and revising its security doctrines to prepare for contingencies that explicitly include Taiwan. These steps reflect genuine threat perceptions, particularly as Chinese military activity intensifies near Japanese territory. But they also reveal how burden shifting works in practice, and Japan is expected to bear frontline risks in a conflict whose escalation dynamics it might not be able to fully control.

South Korea’s dilemma is even starker. Long praised as a model non-proliferation state, Seoul built its security on trust in the American nuclear umbrella. That trust is now fraying. North Korea’s arsenal has grown more sophisticated, and its missiles are more mobile and survivable. At the same time, the South Koreans are increasingly skeptical that Washington would risk Los Angeles or New York to save Seoul, particularly amid U.S. political polarization and the personalization of foreign policy under President Donald Trump. The NSS urges partners to spend more and do more for collective defense, but it cannot dispel the fundamental fear that extended deterrence may fail at the moment of truth. The result is a once-taboo debate over whether South Korea needs its own nuclear weapons, a debate that speaks volumes about how burden shifting erodes confidence even as it seeks to strengthen deterrence.

The Philippines illustrates another facet of this strategy. Cast as a frontline state in the South China Sea, Manila is offered expanded U.S. access under the Enhanced Defense Cooperation Agreement. The benefits are tangible; however, the risks are also profound. Philippine lawmakers have openly questioned whether hosting U.S. forces makes the country a target without ensuring reciprocal American vulnerability. There is a lingering fear of becoming a buffer state, absorbing grey-zone pressure while great powers manage escalation elsewhere. These developments urged Manila to deepen ties with Washington, but simultaneously diversify partnerships with Japan, France, India, and regional neighbors to avoid being locked into a proxy role.

These anxieties are compounded by the broader signals the NSS sends about American leadership. The document features President Trump with unusual prominence, underscoring how closely U.S. strategy is now associated with a single, mercurial figure. Its harsh treatment of European allies will not go unnoticed in Asia, where confidence in U.S. commitments has always rested as much on perception as on capability. The strategy also stated that “the outsized influence of larger, richer, and stronger nations is a timeless truth of international relations.” This assertion is most striking because it indicates that international order rests on the rule of the major powers. This framing implicitly places major powers (Washington, Moscow, and Beijing) in an exclusive tier of decisive actors and reminds the middle powers that their agency has limits. For allies asked to shoulder greater burdens, such language offers little reassurance.

A familiar Asia strategy thus sits alongside a more disquieting and unsettled redefinition of global leadership. The United States still seeks to shape outcomes, deter adversaries, and preserve its primacy. But it increasingly does so by asking others to stand closer to the fire. Whether allies will continue to accept that role, without firmer guarantees and clearer commitments, may determine not only the future of the Indo-Pacific but the credibility of American power itself.

Sidra Shaukat is a Research Officer at the Strategic Vision Institute (SVI), a leading Pakistani think tank focused on nuclear and strategic affairs. Her research and commentary have addressed peaceful uses of nuclear technologies, Pakistan’s Nuclear Regulatory Authority, nuclear diplomacy, and broader geostrategic developments in South Asia, Europe, and the Middle East across various platforms. A full list of her publications is available on SVI’s website. Views Expressed in this article are author’s own.

America’s Managed Retreat: How the 2025 U.S. National Security Strategy Shifts the Burden to Allies was originally published on Global Security Review.

The Western Hemisphere is the de facto core position for undisputed U.S. power, integrity, and uncompromising sovereignty. While the U.S. commitment to Europe remains, European nation-states must step up to the plate and take charge of funding and leadership of their own defense. The segment on “civilisational erasure” is directly aligned with the position already made explicit by Vice President JD Vance in early 2025 at the Paris artificial intelligence conference in France and the Munich Security Conference in Germany.

One of the most meaningful merits of the NSS is its call to reposition economic security, industrial renaissance, and technological leadership at the heart of the U.S. strategy to deter and prevail in the event of military conflict. The NSS refrains from mentioning “major power competition,” opting instead for an acknowledgement of spheres of influence.  The NSS does not antagonizes China, instead framing it as an economic and technological competitor, rather than an ideological one. Sustaining American reshoring, reindustrialization, industrial base funding, technological edge, manufacturing supply chains, and access to critical materials, is what underwrites how the U.S. deals with China, deterrence postures notwithstanding. A clear focus on economic competition allows the NSS to remain as vague as possible on the potential for military confrontations in the Indo-Pacific.

Economy, Industry, Technology

In the 2025 NSS, the terms “economy/economic” are used 66 times and “industry/industrial” 19 times, including under “industrial base,” “industrial production,” and “industrial supply chains.” As for “technology/technological,” they appear 17 times. The core meaning of a dozen such mentions is captured as follows:

U.S. military power and diplomatic influence rest on a strong, resilient domestic economy. National security depends on rebuilding America’s industrial base, restoring economic self-reliance, and securing critical supply chains. Economic and technological competitiveness over the long term is essential to preventing conflict and sustaining global leadership. Further, the United States will actively protect its workers and firms from unfair economic practices.

American power requires an industrial sector able to meet both civilian and wartime production needs. Reindustrialization is a top national economic priority, aimed at strengthening the middle class and regaining control over production and supply chains. The U.S. will reshore manufacturing, attract investment, and expand domestic capacity, particularly in critical and emerging technologies. Hence a credible military depends on a robust and resilient defense industrial base.

Preserving merit, innovation, and technological leadership is essential to maintaining America’s historic advantages. Strengthening the resilience of the U.S. technology ecosystem, especially in areas such as AI, is a national priority and a foundation of global leadership. Thus, long-term success in technological competition is central to deterrence and conflict prevention.

Economic Security First

The 2025 NSS references industries primarily through a national-security lens, rather than civilian market categorization, including defense (industrial base, munitions production, weapons systems manufacturing, military supply chains), manufacturing (re-shored industrial production, domestic manufacturing capacity, wartime and peacetime production), energy (oil, gas, coal, nuclear) and its infrastructure and exports, strategic supply chains (critical materials, components and parts manufacturing, logistics and production networks), infrastructure, both physical and digital to be built at industrial-scale, and strategic technologies.

The 2025 NSS strategic technologies are artificial intelligence, explicitly cited as a comparative U.S. advantage; other critical and emerging technologies such as dual-use and strategic technologies tied to national power; defense and military technologie integrated with industrial and innovation advantages; intelligence and surveillance technologies such as monitoring supply chains, vulnerabilities, and threats; cyber technology including espionage, theft, and protection of intellectual property; industrial and manufacturing technologies aiming at re-shoring, reindustrialization, and advanced manufacturing; energy technologies directly linked to economic and national security; and sensitive technologies protected via aligned export controls.

The 2025 NSS treats economic power, industrial superiority, and technological edge as inseparable pillars of national security. Technology is framed less as a civilian growth driver and more as a strategic asset, a competitive weapon, and a deterrence multiplier. Civilian industry is subordinated to national resilience, mobilization capacity, and deterrence, reinforcing the 2025 NSS’s broader fusion of economic security, industrial policy, and military strategy. This constitutes an optimal response to the Chinese “civilian-military fusion” and “unrestricted warfare” model.

Space

While a mention of “space” appears only once on page 21 of the NSS, the second Trump administration published on December 18th an Executive Order “Ensuring American Space Superiority“ prioritizing lunar basing and economic development by 2030 with a clear focus on Artemis, cislunar security as a theatre, and space nuclear power on a schedule. To secure U.S. assets and interests from Earth orbit through cislunar space to the Moon, integrating commercial capabilities into the defense complex, reforming acquisition, and modernizing the nation’s military space architecture become paramount. Space traffic management and space situational awareness services are no longer solely provided by the U.S. government for free.

Repositioning the U.S. as an unrivalled economic-industrial-technological leader provides valuable opportunities to the Western Hemisphere and Indo-Pacific and Europe-Middle-East-Africa regions: “The goal is for our partner nations to build up their domestic economies, while an economically stronger and more sophisticated Western Hemisphere becomes an increasingly attractive market for American commerce and investment.” After 35 years of the West divorcing itself from Reality, we now face a technology-savvy tripolar world. The NSS, complemented by the Executive Order on Ensuring American Space Superiority, merely reflects a long overdue readjustment to 21st-century geopolitics. These are fundamentally the space, nuclear, and disruptive industries, focused in ways that achieve techno-strategic power.

Christophe Bosquillon is a Senior Fellow at the National Institute for Deterrence Studies. The views expressed are the author’s own.

Techno-Economic power at the heart of the 2025 U.S. National Security Strategy was originally published on Global Security Review.

For eighty years the United States pursued a policy of globalism with worldwide military commands to implement this policy. It is prohibitively expensive and is becoming increasingly difficult to sustain. Observers point out that the US defense budget was $849 billion in 2024, but this is only part of the overall annual expenditure on defense. Most countries include veterans benefits in their defense budgets. The United States treats these costs differently. Today the Veterans Administration (VA) budget stands at $369.3 billion and is rising rapidly because of the wars in Iraq and Afghanistan, which drove healthcare and retirement costs higher.

As Table 1 shows, the VA budget rose about 10 percent per annum, resulting in the VA budget rising to the second largest amount of discretionary funding in the federal budget.  Further, as the breakdown of annual expenditure shows, medical costs are growing as the soldiers who went to war as young people are now in their forties and their health issues are becoming chronic while the injuries they suffered are becoming more difficult to treat due to age-related complications.

Table 1

Veterans Administration Budget 2018–2025

Source: US Veterans Administration (2024)

Combined expenditures for fiscal year 2025 will surpass $1 trillion. Given America’s growing debt such expenditure is difficult to sustain, especially if Washington’s global military footprint continues to expand at a rapid pace. Finding the manpower to wage war is becoming increasingly difficult for the United States.

The Afghanistan and Iraq conflicts saw the United States suffer 8,492 combat fatalities.  Compared to the 58,000 deaths in Vietnam and 53,000 in Korea this number was significantly smaller. A critical reason was excellent triage care and swift evacuation of wounded soldiers from the battlefield. To get soldiers to serve in an all-volunteer force, the United States was offering $20,000 to $40,000 enlistment bonuses. Today, those numbers are even higher.

Further, in his autobiography, Hillbilly Elegy, Vice President J. D. Vance discussed how the American working class, which his family belonged to, blamed George W. Bush and Barack Obama for making them cannon fodder in Afghanistan and Iraq. This feeling, combined with the high number of walking wounded (over 50,000) who came back from the wars with physical and psychological trauma, led to a growing reluctance amongst America’s combat-age population to go to war. In such circumstances, reducing military expenditures and the nation’s global military footprint makes sense.

In this context, Trump’s plan for hemispheric defense is a return to the Monroe Doctrine of the nineteenth century, where the United States maintained its military supremacy over the Western hemisphere and kept out foreign powers. Defending the Western hemisphere is easy. As Otto von Bismark once said, “The Americans are a very lucky people. They’re bordered to the north and south by weak neighbors, and to the east and west by fish.”

In the 21st century, the United States remains the predominant naval power in the Atlantic Ocean as well as in the Eastern and South Pacific, making it difficult for any aggressor to penetrate America’s defensive walls. Fielding an American military force that is based around a blue-water Navy and a globally deployable Air Force is a cost-effective strategy because it takes away the expense of overseas bases. In fact, recognizing that in a conflict with China there could be political unwillingness in Asia to host F-35s, the first Trump administration decided to build a new generation of lower yield nuclear weapons that could be launched from cruise missile–carrying submarines.

The Quest for Territory

Since coming to power, Donald Trump suggested Canada become the 51st state and the purchase of Greenland. Denmark has stated that Greenland is not for sale while in Canada Trump’s statements led to a revival of Canadian nationalism and a boost in the fortunes of a very unpopular liberal party. President Trump’s motivation for such efforts is clear.

In terms of minerals, a United States that has full access to minerals in Canada and Greenland is on par with the mineral wealth of Russia. Acquiring Canada and Greenland would also make the United States and Russia the two most prominent Arctic states and would freeze out attempts by China to acquire influence in the region.

Trump’s demands caused global leaders to wonder about the rationality of such pronouncements but what he said is based in political and historical facts. The United States purchased the Virgin Islands of St. Thomas, St. Croix, and St. John from Copenhagen in 1917 and, subsequently, bought Water Island from a private Danish company in 1944. If the citizens of Greenland choose, via referenda, to join the United States, such a purchase has historical precedent.

In the case of Canada, the Quebecois have periodically asked for independence and Ottawa conducted referendums to see if the population of Quebec wants to secede. So far, secessionists suffer defeat each time. It is interesting to note that the Atlantic provinces of Canada—New Brunswick, Newfoundland, Nova Scotia, and Prince Edward Island—previously said that Quebec’s secession would lead to their joining the United States. British Columbia, which is divided from Canada by the Rockies and whose economy is tied to the West coast of the United States, would potentially follow suit. Canada would then consist of Ontario and the northern part of Quebec where the native population has made it clear that they have no interest in joining the Francophone nationalists.

The fact is that Canada has a fragile economy that could breed long-term discontent.  Further, in Quebec, the Parti Quebecois’ charismatic leader Paul St. Pierre Plamondon, who is likely to win the provincial election in April, wants a third independence referendum by 2030. If that happens, Trump’s territorial realignment may come to pass. In a world where all or part of Canada is part of the United States and Greenland is an American territory, the United States is in far less need of Europe or Asia. With only 11 percent of the American economy derived from exports, an internally focused United States is not a nation in a bad position.

Amit Gupta is a Senior Fellow in the National Institute of Deterrence Studies. The views in this article are personal. He may be contacted at amit.gupta1856@gmail.com.

Hemispheric Defense: An Idea Whose Time Has Come was originally published on Global Security Review.