Opinion | No India, No Quad: What America's New Defence Strategy Report Really Means

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Brigadier Anil Raman (Retd)
  • Opinion,
  • Updated:
    Jan 30, 2026 10:22 am IST

The release of the 2026 US National Defense Strategy (NDS) invites the usual  question for India: what does it say about the Indo-Pacific, China, and India's place in American strategic thinking? The more important answer is elsewhere. This document is less about regions or partners and more about how the United States now understands power, risk, and responsibility in a changing international system.

On its own, the strategy is a clear statement of priorities of the Trump administration. Homeland security and the Western Hemisphere are highest in the agenda. Defence of territory, borders, and critical infrastructure are considered core military missions rather than supporting and secondary issues. This reflects a reassessment of vulnerability and a recognition that domestic security is inseparable from military planning.

China remains the principal external concern, but the way it is addressed is revealing:

"In this manner, DoW will provide the military strength for President Trump's visionary and realistic diplomacy, thereby setting conditions for a balance of power in the Indo-Pacific that allows all of us - the United States, China, and others in the region - to enjoy a decent peace. "

The document thus avoids ideological framing and refrains from presenting competition as a struggle over global order. Instead, it emphasises military balance, deterrence, and stability. The objective is to prevent conflict and manage competition at acceptable cost. This signals a preference for control and restraint rather than expansion of commitments or confrontation.

Alliances continue to matter, but their character is carefully defined. Partnerships are framed around contribution and capacity. The strategy makes clear that the United States will work with others, but it does not assume permanent responsibility for their security. Defence cooperation is presented as reciprocal, conditional, and grounded in shared effort rather than political symbolism.

A notable feature of the document is the prominence given to defence production and industrial capacity. Manufacturing strength, supply chain security, and the ability to sustain military operations over time are treated as strategic assets. This reflects lessons drawn from recent conflicts and from long-term competition between major powers. Military effectiveness is no longer described primarily in terms of platforms or deployments, but as a function of economic and industrial resilience.

Equally important is what the strategy does not attempt to do. It does not outline ambitious regional architectures. It does not define roles for non treaty partners. It does not frame the Indo-Pacific as a political project requiring sustained American leadership. The document avoids language that would bind US defence planning to specific regions beyond core treaty obligations.

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This approach is consistent with the National Security Strategy released in December. Both documents narrow objectives, prioritise domestic security, and frame partnerships in practical terms. The defence strategy translates political intent into force planning, capability development, and resource allocation. Together, they point to a United States that remains powerful, but more selective in how it applies that power.

For India, the implications emerge clearly only when viewed against this broader context. The absence of any mention of India and the Quad from the strategy is not a judgment on their importance, but a signal that the United States does not intend to organise Asian security through formalised coalitions or extended military guarantees. Stability with China is sought through deterrence and balance, not through expansion of forward commitments.

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This places a much greater responsibility on India. If the United States is focused on limiting risk and commitment, regional actors must invest more heavily in their own military strength. For India, this requires a sustained acceleration of capability development, particularly in conventional deterrence, maritime power, air defence, and long-range strike. Incremental modernisation will not suffice in an environment where major powers are preparing for prolonged competition.

Indigenisation becomes central rather than aspirational. A credible deterrent requires domestic production, resilient supply chains, and the ability to sustain operations without external dependency. At the same time, partnerships remain essential. Cooperation with other middle powers, particularly in Europe, offers avenues for technology, joint development, and diversification of defence relationships. These partnerships are not substitutes for national capability, but force multipliers.

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The strategy also underscores the importance of planning for a strategic paradigm in which external intervention is selective and conditional. India's security challenges, especially in relation to China, will be shaped primarily by its own military preparedness and its ability to work with a network of capable partners rather than by assumptions of external support.

In this sense, perhaps the 2026 US National Defense Strategy does not diminish India's relevance. It clarifies the strategic environment in which India must operate. It describes a world where major powers prioritise core interests, manage competition carefully, and expect others to carry greater responsibility for their own security. For India, the message is straightforward. Deterrence, capability, and resilience are no longer optional choices. They are the fundamental  requirements of the strategic landscape now taking shape.

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(The author is a Former Visiting Fellow of the U.S. National Defense University and alumnus of the University of Wyoming. His current research interests include US domestic politics and foreign policy)

Disclaimer: These are the personal opinions of the author

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