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: PODCAST: Defence export ambitions, drone technology and defence manufacturing hubs
Episode 10: PODCAST: Offshore manufacturing, defence procurement and industrial resilience, with Philippe Odouard and David McLaughlin
Episode 9: SPOTLIGHT: Cyber warfare, autonomy and the future of defence, with Palo Alto Networks’ Tom Scully and MAJGEN (Ret’d) John Davis
Episode 8: CONTESTED GROUND: Fortune favours the bold – building a national security strategy for the 21st century, with Marc Ablong
Episode 7: PODCAST: Developing Australia’s ability to take a hit and keep fighting, with the honourable Andrew Hastie MP, shadow minister for industry and sovereign capability
Episode 6: PODCAST: AUKUS expansion, artillery manufacturing and Australia’s regional defence role
Episode 5: SPOTLIGHT: Building mass, capability and trust with autonomous and uncrewed systems, with Michael Mitchell, Elysium EPL director
Episode 4: PODCAST: Defence policy, domestic manufacturing and military culture, with Senator Malcolm Roberts
Episode 3: SPOTLIGHT: LAND 156, counter-drone warfare and electronic warfare capability, with Department 13’s Ben Westgarth
Episode 2: PODCAST: Australia’s first 3D printed autonomous USV, with Josh Wigley and Harry Hubbert