CONTESTED GROUND: US National Defense Strategy, deterrence by denial and the limits of alliance dependency

Joint-capabilities
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By: Robyn Tongol

In this episode of the Contested Ground podcast, Steve Kuper and Major General (Ret’d) Dr Marcus Thompson are joined by Dr Malcolm Davis, Australian Strategic Policy Institute defence strategy and capability senior analyst, to unpack the strategic shockwaves emerging from the United States’ 2026 National Defense Strategy.

In this episode of the Contested Ground podcast, Steve Kuper and Major General (Ret’d) Dr Marcus Thompson are joined by Dr Malcolm Davis, Australian Strategic Policy Institute defence strategy and capability senior analyst, to unpack the strategic shockwaves emerging from the United States’ 2026 National Defense Strategy.

The trio examine what Washington’s shift towards an offshore balancing posture means for Australia, including renewed pressure to lift defence spending, the implications of deterrence by denial along the first island chain, and the risks of assuming unconditional US support in a rapidly deteriorating Indo-Pacific security environment.

They also explore the growing assertiveness of China, the fine line between stabilisation and accommodation, and whether Australia is approaching a modern-day version of World War II’s “1939 tipping point moment” that demands greater self-reliance, expanded defence industrial capacity, and difficult conversations with the Australian public.

Finally, the discussion turns to force structure, autonomous systems, guided weapons, and the hard choices facing government as Australia seeks to balance immediate readiness, AUKUS, and long-term strategic resilience in an era of uncertainty.

Enjoy the podcast,
The Contested Ground team

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Listen to previous episodes of the Defence Connect podcast:

Episode 11: CONTESTED GROUND: Weak, vulnerable, backwater – Australia’s choice between strategic camps and managed decline
Episode 10: PODCAST: Undersea dominance – Australia charts the maritime future through autonomous systems and AUKUS innovation
Episode 9: PODCAST: Australian Army Cadets pathways, submarine industry growth and Australia’s fuel security
Episode 8: CONTESTED GROUND: The blind faith factor – why Australians trust an ADF they don’t understand
Episode 7: PODCAST: Defence preparedness, artificial intelligence productivity, and Australian industrial resilience
Episode 6: CONTESTED GROUND: Shots fired! Chinese missile test shatters Australia’s ‘fog of peace’, with Mike Pezzullo
Episode 5: SPOTLIGHT: Counter-drone innovation, directed energy and delivering operational outcomes, with EOS Defence Systems’ Lee Kormany
Episode 4: PODCAST: Strengthening security ties, Fiji defence pact and Australia’s counter-drone push
Episode 3: CONTESTED GROUND: Lessons from the UK in political polarisation, generational dislocation and intergenerational warfare, with Ben Dullroy, Bravo Delta Advisory
Episode 2: PODCAST: Defence Industry Development Strategy, Defence reform and Australians fighting in Ukraine