Two parties have watched Operation Epic Fury (OEF) from a distance. China has been taking notes. The United States Indo-Pacific Command (INDOPACOM) has tracked munitions consumption rates of U.S. Central Command (CENTCOM). Both the PRC and INDOPACOM know that what is happening above, in, and around Tehran will impact Beijing’s plans to take Taiwan. And they know Washington plans to prevent that.

Opposing Forces

The Peoples Republic of China (PRC) strongman Xi Jinping declared Taiwan “must and will be” absorbed. He has even set a deadline of 2027 for his military to be ready to seize Taiwan. The Pentagon reports that Beijing “continues to refine multiple military options” to take Taiwan “by brute force.” Xi is assembling the capabilities to execute those options. This includes 420,000 troops, 750 fighter-jets, 300 bombers, 158 warships (including 50 landing ships) and hundreds of missile systems, all in the Taiwan Strait region.

In response, Taiwan has increased defense spending from 2% of GDP in 2019 to 3.3% of GDP in 2026, with plans to invest 5% of GDP on defense by 2030. Taiwan is using those resources to produce homegrown antiship, air-defense, land-attack and air-to-air missiles; expand production of attack-drones; and build a fleet of submarines. Taiwan recently received ATACMS missiles and HIMARS systems. Taipei is still awaiting delivery of dozens of F-16V fighters and TOW antitank systems, which is part of a $21 billion backlog of U.S. arms. Taipei also wants F-35s and additional Patriot systems. In short, Taiwan is racing to construct “a porcupine defense”—one that would make an invasion so painful as to dissuade Xi from even attempting it.

The United States Response

While Xi has been clear about his plans for Taiwan, Washington has been vague. Under the Taiwan Relations Act, neither side of the Taiwan Strait knows exactly what Washington would do in the event of war.

The INDOPACOM commander, Adm. Samuel Paparo, is doing his part to send a clear message. If Beijing attacks Taiwan, he plans to “turn the Taiwan Strait into an unmanned hellscape.” The drones and missilery of “hellscape” would come from multiple directions. Further supporting this clear message is that in 2024, the U.S. Army moved Typhon missile systems to the Philippines, and in 2025 the Pentagon created Task Force-Philippines and deployed a Marine unit armed with anti-ship systems to the Philippines. Lastly, in 2026, the Pentagon unveiled Army Rotational Force-Philippines, which will deploy missile and drone assets.

Currently the Pentagon is revitalizing airfields in the Philippines, Tinian and Wake Island; basing top-of-the-line fighters on Okinawa; and rotating B-52s through Australia. Army units on Palau have tested land-based missiles against seagoing targets. And F-35s are now carrying long-range antiship missiles tailormade for targeting a PRC invasion fleet.

Near the end of his tenure, however, commanding U.S. Army-Pacific, Gen. Robert Brown reported that his PRC counterparts “don’t fear us anymore.” This is regrettable, but understandable. America’s Navy deploys fewer than 300 ships which, like America’s commitments, are spread around the world. Those commitments expend finite assets: OEF has exposed the limitations of U.S. weapons stockpiles and production capacity, and it has forced the Pentagon to shuffle assets from the Indo-Pacific to the Middle East.

Allied Response

America’s not-so-secret weapon is its interconnected system of alliances. America’s alliances serve as force-multipliers, layers of strategic depth, and outer rings of America’s own security, which enable power projection through prepositioning, basing, overflight, and resupply. Even though U.S. allies are critical, China has no real allies.

Japanese Prime Minister Sanae Takaichi describes an attack on Taiwan as a “threat to Japan’s survival,” indicating Japan would assist the U.S. in defending the island. In hopes of preventing such a scenario, Japan has bolstered defenses across its southwestern territories, placing F-35Bs on Kyushu, anti-ship systems, air-defenses, and electronic-warfare units on islands south of Kyushu; and air-defense and missile-defense units on Yonaguni Island (70 miles east of Taiwan). In addition, Japan is fielding 22 attack submarines, acquiring 500 TLAMs, producing missiles domestically, and upconverting ships into aircraft carriers armed with F-35Bs.

Australia is partnering with the U.S. and Britain to deploy a fleet of nuclear-powered submarines, and Australia has opened its territory to U.S. Marines, submarines and B-52s.

Briain and France have stepped up in production of a key element needed for TLAM production due to China shutting off the supply. Norway is supplying the U.S. with antiship missiles and joint strike missiles. A U.S.-Israeli partnership is manufacturing loitering munitions, which are likely part of Paparo’s “hellscape.” Japan, Australia, Britain, Canada, France, and Germany have conducted freedom-of-navigation operations through the Taiwan Strait further supported by Britain, Italy, and France coordinating deployments of their aircraft carriers in the Pacific.

Enhancing A Deterrent Posture

China’s commitments and assets, conversely, are focused on its neighborhood. If Xi moves against Taiwan, his arsenal will be better positioned than the U.S. and is more sophisticated than Iran’s.

Deterring Xi from making that move will require more capability and more defense spending.

Sen. Roger Wicker has unveiled a plan to increase defense spending to 5% of GDP. Similarly, the Commission on National Defense Strategy recommends lifting defense spending to levels “commensurate with the U.S. national effort seen during the Cold War.”

Although the president recently called for more military spending, the administration’s FY2026 defense budget was just 3.2% of GDP. The Cold War average was more than twice that.

The Way Forward

It is time to maintain a policy of “strategic ambiguity” to one of strategic clarity because of the great danger it presents. The secret alliances that led to World War I remind us that there is a greater risk in leaving defense guarantees opaque. The open defense treaties that followed World War II, and prevented World War III remind us that the prudent course is clarity of commitment.

There is a blueprint for deterring war over Taiwan: Washington needs to be clear about the nature of its commitment to Taiwan. Washington needs to view alliances not as liabilities to cut, but as resources to nurture. “We cannot afford,” as Churchill once counseled, “to work on narrow margins, offering temptations to a trial of strength.”

Alan Dowd is a regular contributor to Global Security Review and a senior fellow with the Sagamore Institute, where he leads the Center for America’s Purpose. Views expressed in this article are the author’s own.

A Blueprint for Deterring War Over Taiwan was originally published on Global Security Review.

Far from being a mere slip of the tongue, the episode revealed the extent to which BRICS have established themselves as increasingly influential players in international politics and economics. The fear aroused by those words was no accident; it reflected the growing perception that this bloc represents a direct challenge to the established international order.

The informal BRICS alliance was formed in 2009, when several emerging economies decided to coordinate their efforts to strengthen their financial, economic, and political cooperation. Brazil, Russia, India, and China formed the group, which was joined by South Africa in 2010. Since then, the bloc has steadily increased its influence, becoming a central player in the international system. It currently represents about 50% of the world’s population and approximately 40% of global GDP in terms of purchasing power parity.

Today, BRICS is once again at the center of global debate. For those who failed to understand the significance of Trump’s words, or the reasons for the nervousness they provoked, it is essential to pause and analyze exactly what this organization is and why its rise is generating growing concerns about the international balance of power. The question, in this context, is inevitable: why is this institution attracting so much attention today?

After the end of World War II, the United States and the major Western democracies promoted a framework of rules, institutions, and relationships that is now known as the “liberal international order.” This system was based on liberal principles—both political and economic—and cooperation among states through multilateral organizations designed to ensure stability, growth, and collective security.

However, with the dissolution of the Soviet Union and the collapse of the bipolar system, the international scene underwent a profound transformation. Washington emerged as the sole global superpower, a situation that led Francis Fukuyama to formulate his thesis of the “end of history.”

Over the last few decades, Uncle Sam has maintained its hegemony through the liberal international order, relying on political and military alliances, shared norms, and universalist values, with institutions such as NATO and the IMF serving as fundamental pillars. This framework has guaranteed the hegemony of the dollar and its so-called “exorbitant privilege,” which has allowed the United States to borrow on more favorable terms than any other country, finance its deficits without immediate risk, and consolidate its debt as the safest asset in the global financial system.

To fully understand this analysis, it is essential to add another key element of the Western system’s success: the SWIFT network. This global payment infrastructure connects most of the world’s banks and acts as an intermediary in international transfers, the vast majority of which are conducted in dollars. In this way, the dollar has become the dominant currency worldwide. However, despite its power and influence, the liberal international order is beginning to show increasingly evident cracks.

Over time, a series of events have contributed to weakening this system. The financial crises of recent decades have undermined confidence in Western elites’ ability to manage the global economic order, while the U.S. strategy of shaping the world according to its own interests has fostered a coalition of states that reject its hegemony. Similarly, specific episodes such as Brexit in 2016, President Obama’s blockade of the WTO Appellate Body—considered the guardian of free trade—and Donald Trump’s return to the White House have intensified doubts about the soundness and legitimacy of this system.

Added to this context is the use of the dollar as a tool of political pressure, particularly visible in the sanctions imposed on Russia, a move that has reinforced the perception that the U.S. currency also functions as a geopolitical instrument.

This set of factors has led many powers to seek alternatives that reduce their dependence on the system dominated by the U.S. In this scenario of a weakening liberal international order, recent moves by BRICS are perceived as a direct threat to Washington, once again placing the bloc at the center of global debate.

As already noted, the BRICS is an informal intergovernmental organization whose main objective is to increase its global influence and offer alternatives to Western-dominated institutions. Since its creation, the bloc has progressively expanded its reach and sought to reduce its dependence on the U.S.-led international financial system.

A key step in this strategy was the 2014 creation of the New Development Bank, aimed at financing development projects in emerging economies, as well as the Contingent Reserve Arrangement, a $100 billion fund designed to protect member countries from financial crises. These initiatives are perceived as direct challenges to the World Bank and the International Monetary Fund, essential pillars of the liberal international order.

Added to this institutional progress is the growing economic weight of the bloc. BRICS countries have established themselves as one of the main drivers of global growth, accounting for a significant share of industrial production and strategic resources.

It is in this context that BRICS found an historic opportunity to challenge the rules of the international economic game. In addition to developing their own institutions, in 2018 BRICS introduced a new international payment mechanism called “NIPS,” later known as BRICS Pay. Although the project progressed slowly for several years, it regained prominence in October 2024 during the 16th BRICS Summit, held that same year. On this occasion, the member countries formally presented and endorsed what was now called BRICS Pay.

BRICS Pay aims to facilitate international transactions in local currencies and reduce the centrality of the dollar. The system would rely on DCMS, a decentralized messaging network developed in Russia and distributed among member countries, allowing each state to control its own financial infrastructure and trade without using the dollar, thereby weakening its dominance. At the same time, the absence of a hegemonic actor within the system aims to foster more balanced cooperation and potentially reduce geopolitical tensions.

This project represents a direct challenge to both the United States and the SWIFT system and, by extension, to the liberal international order. If BRICS countries succeed in consolidating the success of BRICS Pay in the future, we could be witnessing a notable change in the world order as we know it today.

However, significant obstacles remain between ambition and reality. Although an initial prototype of BRICS Pay has been presented in Moscow, and it has been suggested that it could be operational by 2026, the path to a fully functional system is complex. The experience of the European Union shows that financial integration requires time, coordination, and a high degree of economic convergence.

Furthermore, BRICS countries have profound differences in their levels of development, monetary policies, and strategic priorities, which makes it difficult to build a stable and cohesive framework. Similarly, despite their growing economic weight, their global political influence remains limited and, for the time being, it is insufficient to displace Western primacy.

Even so, the bloc’s rapid rise in a brief time has altered the international balance and raised fundamental questions about the future of the global system. The central question is whether BRICS countries will succeed in consolidating themselves as a real alternative to the liberal order led by the United States or whether their challenge will remain, at least for now, a symptom of an increasingly fragmented and multipolar world.

Ana Lorenzo López is a geopolitical analyst currently collaborating with The Political Room, where she writes in-depth political and strategic analysis on international affairs. Views expressed in this article are the author’s own. 

BRICS: The Emerging Bloc That Threatens the Liberal International Order was originally published on Global Security Review.