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The Erosion of the Quad's Cohesion The Quadrilateral Security Dialogue alliance, or Quad, has been struggling to define its purpose in recent months. The grouping, which consists of India, Japan, Australia, and the US, was formed to counterbalance China's rise in the Asia Pacific region. However, under US President Donald Trump's second term, the coalition has sputtered, say analysts, with Washington pivoting away from the region as its top priority back to the Western Hemisphere and the Middle East. Uneven Alignment and Structural Problems The Quad's cohesion has waxed and waned amid shifting US priorities. A planned leader-level Quad meeting in New Delhi last year failed to materialise amid diplomatic tensions and competing priorities. The grouping has pursued low-risk initiatives such as vaccines, critical technologies, supply chains, and maritime domain awareness, but these are seen as second-order achievements. As US Forces Leave Asia, Fears Grow Within the Quad The redeployment of US forces and warships from the Asia Pacific to the Middle East has further deepened unease within the bloc. When Washington moved troops from Japan to the Middle East, Tokyo saw it as a removal of a direct check on Chinese power at a time when Beijing is conducting large-scale military exercises around Taiwan. Anxiety Over Abandonment Fuels Deeper Asia Pacific Hedging For Japan, the optics of the Trump-Xi summit were alarming. Tokyo has responded by doubling down on ramping up its own security, with a defence budget up 9.4 percent for fiscal 2026, hitting 2 percent of GDP two years ahead of schedule. Beijing sees the same hedging dynamic playing out across other Quad members, with India, Australia, and Japan each recalculating their position.

Tensions Rise in the Taiwan Strait Taiwan has said it is monitoring the second Chinese “joint combat readiness patrol” near the island in a week, accusing Beijing of being the sole source of instability in the Asia Pacific. Details of the Chinese Patrol Taiwan’s National Defence Ministry said on Tuesday it had detected 29 Chinese aircraft, including fighter jets, and seven warships operating around the island. The ministry reported that 24 of the aerial sorties had crossed the median line, an unofficial maritime and aerial buffer zone that runs through the middle of the Taiwan Strait. The Impact on Regional Stability Joseph Wu, secretary-general of Taiwan’s National Security Council, accused China of being the sole source of instability in the Asia Pacific region. “For the 2nd time in a week, shortly after the Beijing summit, the PLA conducted a ‘joint combat readiness patrol’ around Taiwan. We also spotted the Liaoning carrier group in the West Pacific. This is unprovoked. The PRC is the sole source of instability in the IndoPacific,” he wrote on X. The US Role in the Region The US is Taiwan’s largest weapons supplier and is bound by law to provide the island with the means to defend itself. In December, Trump approved the largest-ever US weapons package for its ally. However, last week, Washington said it was pausing a $14bn arms sale to Taiwan to conserve munitions for the war on Iran. The Future Outlook Earlier this month, President Xi Jinping warned Trump that their two countries could clash over Taiwan if the issue is mishandled. Since then, Trump has cautioned Taipei against formally declaring independence from China, prompting the island to issue a statement saying it was “sovereign and independent” but planned to maintain the status quo.

Mass Mobilisation Demands Increased Defence BudgetOn 23 May 2026, a large crowd assembled in Taipei’s Liberty Square, chanting slogans that called for a substantial rise in Taiwan’s defence spending. Organisers, including veteran groups and youth organisations, framed the protest as a response to escalating military drills by the People’s Republic of China near the island.Official Defence Funding ContextGovernment reports released earlier this year show that defence expenditure accounts for a modest share of Taiwan’s overall budget, with incremental increases over the past few years. While exact figures were not disclosed during the rally, officials have acknowledged the need to modernise armed forces amid a more assertive China.Strategic Implications for Regional SecurityThe demonstration signals a shift in domestic sentiment, potentially prompting policymakers to reassess allocation priorities. A stronger defence posture could affect cross‑strait dynamics, influencing diplomatic calculations of both Taipei and Beijing, as well as the strategic posture of allied nations in the Indo‑Pacific.Looking Ahead: Policy Trajectory and Public InfluenceAnalysts expect the government to face heightened scrutiny in upcoming legislative sessions, where budget proposals will be debated. If public pressure sustains, Taiwan may pursue accelerated procurement of advanced weaponry and greater investment in cyber‑defence capabilities, reshaping the security landscape of the region.

The acting Navy secretary Hung Cao told a Senate committee that the United States is temporarily pausing a $14 bn arms sale to Taiwan to ensure sufficient munitions for the Iran operation dubbed Epic Fury. The disclosure, coupled with a Washington Post report on interceptor usage, has sparked concerns that the U.S. may be exhausting its strategic missile stockpiles faster than they can be replenished. Senate Hearing Highlights $14 bn Taiwan Sale Pause and Iran‑War Munitions Demand During the hearing, Cao emphasized that the pause is a precaution, not a sign of a critical shortage, stating the U.S. has “plenty” of munitions for Epic Fury. Yet his own remarks underscored a broader tension: while officials publicly project confidence, internal data suggest a rapid drawdown of high‑value weapons used against Iran. Interceptors and Tomahawks: The Scale of US Depletion THAAD interceptors: >200 launched – roughly 50% of the U.S. inventory. SM‑3/SM‑6 missiles: >100 deployed. Tomahawk cruise missiles: >1,000 used out of an estimated 3,100. Overall, seven critical munitions saw more than half of their pre‑war stockpiles expended, according to a CSIS report dated April 21. Strategic Ripple Effects for Allies and Future Theaters The depletion has immediate implications for U.S. partners. Japan and South Korea, which rely on American missile‑defence systems, face heightened risk if the supply chain cannot keep pace. Gulf allies also worry about reduced availability of Patriot and THAAD systems should the Iran conflict reignite. Moreover, the same interceptors are needed for potential Indo‑Pacific contingencies involving China, amplifying the strategic stakes. Rebuilding the Arsenal: Timeline and Policy Choices Analysts from the International Institute for Strategic Studies and CSIS warn that restoring pre‑war levels for the seven most‑depleted munitions will require “one to four years” as production pipelines catch up. Factors such as supply‑chain bottlenecks, skilled‑labor shortages, and rare‑earth material constraints slow the ramp‑up. Until capacity improves, U.S. planners must factor stockpile depth into escalation calculations, potentially limiting the frequency or intensity of future strikes.

Lead: Rising Anxiety Over Balikatan’s Expanding FootprintAs the three‑week Balikatan 2026 drills wind down, Filipino clergy, activists and lawmakers warn that the scale of the U.S.–Philippines war games is moving the prospect of conflict ever closer to home.Balikatan 2026: Scale and Composition of the Joint ExercisesThe annual joint exercises, held across the archipelago, featured the biggest turnout to date:More than 17,000 soldiers from six allied nations.The United States contributed roughly 10,000 troops, with additional forces from Canada, Japan, Australia, France and New Zealand.Operations intensified in Ilocos Norte, a province only 345 km south of Taiwan, where armored vehicles, drones and live‑fire drills were conducted.Local residents reported constant tank movements, loud gunfire and a “pit in the throat” feeling among civilians who regularly see U.S. troops on their highways.Financial and Operational Metrics Highlight US CommitmentBetween 2015‑2022, Washington delivered over $1.14 bn in military equipment to the Philippines.In December 2025, the U.S. Congress approved an additional $2.5 bn in security assistance through 2030.The U.S. deployed the Typhon missile system in Ilocos Norte, capable of launching Tomahawk and SM‑6 missiles.For the first time, a Tomahawk missile was fired during the drills, traveling 600 km from Tacloban to Nueva Ecija.Local Communities and Regional Tensions Feel the StrainBeyond the geopolitical signaling, the exercises have tangible socioeconomic impacts:A “no‑sail zone” was enforced for up to 11 days, restricting fishing activities.Approximately 4,800 fisherfolk in Subic Bay (Zambales) reported loss of livelihood.Protests erupted at the Philippine military headquarters and the U.S. Embassy, with groups like Bayan and the Makabayan Coalition denouncing the drills as a provocation.China continues to contest the South China Sea, maintaining claims over 90 % of the waters, heightening the risk of accidental clashes.Outlook: How Future Drills May Shape Southeast Asian Security DynamicsExperts warn that the shift from internal security to external defence in Balikatan signals a broader U.S. strategy to project power simultaneously in the Middle East and Southeast Asia. If the exercises continue to expand, the Philippines could become a permanent “forward base and launchpad,” increasing its exposure to retaliation from U.S. adversaries and deepening regional polarization. Continued local opposition and economic disruption may pressure Manila to renegotiate the terms of foreign military presence, but strategic imperatives tied to the Enhanced Defense Cooperation Agreement suggest the partnership will likely endure, albeit with growing domestic scrutiny.

The Pause on Taiwan Arms Sales Linked to Iran ConflictThe United States has temporarily halted foreign military sales to Taiwan to ensure sufficient ammunition for its operations in the Iran war, according to acting Navy secretary Hung Cao during a congressional hearing on Thursday, 22 May 2026. The decision adds a new layer of uncertainty to an already strained US‑Taiwan relationship.Details of the Congressional Hearing and Official StatementsDuring the hearing, Hung Cao was asked about a pending $14 bn (£10.4 bn) weapons package awaiting President Donald Trump's signature. He responded:“Right now we’re doing a pause in order to make sure we have the munitions we need for Epic Fury – which we have plenty.”He added that sales would resume when the administration deems it necessary. Senator Mitch McConnell queried whether the sales would eventually be approved; Cao indicated that the decision rests with Secretary of State Marco Rubio and Pentagon chief Pete Hegseth. Taiwan’s presidential office spokesperson Karen Kuo later said Taipei had received no indication of a permanent adjustment.Financial Scope of the Deferred $14 bn Weapons PackageValue: $14 bn (£10.4 bn) – the largest pending sale for Taiwan this year.Components: Advanced missile systems, air‑defence radars, and naval combat kits (exact inventory not disclosed).Stockpile pressure: US missile reserves have reportedly declined sharply since the Iran war began on 28 February 2026, prompting the “pause” rationale.Strategic Implications for US‑Taiwan Relations and Regional SecurityThe pause comes at a delicate moment:Taiwan’s security: Under the Taiwan Relations Act, the US is obligated to provide sufficient defensive equipment.Beijing’s reaction: China repeatedly condemns US arms sales to the island and warned that mishandling the Taiwan issue could lead to “collision or even conflict” with the United States.Trump’s diplomatic posture: The President has framed the weapons packages as a “negotiating chip” in his recent talks with Chinese President Xi Jinping, suggesting a possible shift in long‑standing policy.These dynamics could reshape the strategic calculus for all three parties, especially if the Iran conflict drags on.Outlook: When Might the Sales Resume?Analysts anticipate that the sales could restart under several conditions:A de‑escalation or cease‑fire in the Iran war that frees up US munitions.Clear political signaling from the Biden administration (or successor) that Taiwan remains a priority.Domestic pressure from Congress and defense contractors to honor the $14 bn commitment.Until those thresholds are met, Taiwan may need to seek alternative sources or interim defensive measures, while Beijing will likely continue to leverage the pause in its diplomatic outreach.

Lead: War Day 84 Marks a Shift Toward DiplomacyThe conflict between Iran and the United States entered its 84th day with renewed diplomatic activity. Both sides are exchanging draft proposals, and US Secretary of State Marco Rubio highlighted "some good signs" while President Donald Trump warned of "very drastic" action if Tehran refuses to relinquish its uranium stockpiles.Mediated Negotiations Gain MomentumPakistani officials are conducting "intense mediation activity" in Tehran, according to Al Jazeera correspondent Almigdad Alruhaid. Senior Iranian sources say negotiators are close to a draft framework, though others caution that a final agreement remains premature.Pakistani mediation is accelerating to prevent further escalation.US‑Iran red‑line shift: Cato Institute senior fellow Doug Bandow stresses the need for both parties to move beyond entrenched nuclear red lines.Key Figures and Financial Stakes7,200 civilians rescued from rubble by the Iranian Red Crescent.More than two dozen MQ‑9 Reaper drones destroyed, losses estimated at $1 bn (≈20% of pre‑war inventory).At least 42 US aircraft damaged or destroyed, total losses near $2.6 bn.US has paused a $14 bn arms sale to Taiwan to preserve munitions for the Iran campaign.Regional and Military ImplicationsCentcom reports the USS Abraham Lincoln strike group remains at "peak readiness" in the Arabian Sea, signaling continued pressure despite diplomatic overtures. Meanwhile, Israeli strikes in southern Lebanon and new US sanctions on Hezbollah allies heighten the risk of a broader regional flare‑up.Outlook for a Potential DealIf the current draft proposals survive scrutiny, a diplomatic settlement could emerge within weeks, easing military pressure and opening pathways for humanitarian aid. However, the dual track of high‑cost equipment losses and political warnings from both Washington and Tehran suggests that any agreement will require substantial concessions on nuclear constraints and future US military commitments in the region.

The US-Taiwan Arms Sale Pause A top official in the United States military has said Washington is pausing a $14bn arms sale to Taiwan to conserve munitions for its war on Iran. Details of the Pause Acting Navy Secretary Hung Cao provided the update to lawmakers during a Senate hearing on Thursday, a week after the weapons sale took centre stage in talks between US President Donald Trump and Chinese leader Xi Jinping in Beijing. Cao told the Senate Appropriations Subcommittee on Defense that the US is pausing the sale to ensure it has enough munitions for its potential conflict with Iran. The decision to move forward with the sale would be made by Secretary of Defense Pete Hegseth and Secretary of State Marco Rubio. Impact on Taiwan's Defense Taiwanese Premier Cho Jung-tai told reporters on Friday that Taiwan would continue to pursue arms purchases, according to Taiwanese news outlet FTV News. William Yang, senior analyst for northeast Asia at the Crisis Group, said in a social media post that the pause will “exacerbate anxiety and scepticism about US support in Taiwan and make it difficult for the Taiwanese government to request additional defence budget for the foreseeable future”. The Iran Conflict and US Military Preparedness The war has been paused since the US and Iran agreed to a ceasefire on April 8, but the sides have yet to reach a permanent peace deal. “Right now, we’re doing a pause in order to make sure we have the munitions we need for Epic Fury – which we have plenty,” Cao said. Future Outlook Trump, who has confirmed that he discussed the arms sale with Xi, said last week in an interview with Fox News that he “may” or “may not” approve the package. Trump has also suggested that the package could be used as a “negotiating chip” – despite a decades-old precedent against consulting with Beijing on arms sales.

The Diplomatic Implication President Donald Trump has twice suggested, since his summit with China’s President Xi Jinping in Beijing last week, that he may speak with Taiwan’s President William Lai Ching-te. That would mark the first direct contact between leaders of the governments since the US switched diplomatic recognition from Taipei to Beijing in 1979. It remains committed, however, under the 1979 Taiwan Relations Act to supporting the defence of the self-governing democracy. Taiwan's Response In a foreign affairs ministry statement on Wednesday, Taiwan’s President responded to Trump’s comments, saying he would be “happy” to talk to him. Taiwan was committed to maintaining a stable status quo in the Taiwan Strait, he added, but “China is the disruptor of peace and stability”. Beijing regards Taiwan as part of Chinese territory. The Data Analysis The statement comes as the White House considers a $14bn arms deal with Taiwan. China’s foreign ministry responded saying it “firmly opposes official exchanges” between the US and Taiwan, as well as US arms sales to the island. The Impact Analysis Trump’s comments suggest he may be willing to break with decades of diplomatic protocol, which will likely jar with Beijing, say analysts. Based on past events, Beijing will not be happy if Trump does meet with or talk to Taiwan’s president. When the former US House Speaker Nancy Pelosi visited Taiwan in 2022, her two-day visit sparked heightened tensions between the two countries. The Prediction Analysts say that included in its response is an awareness in Beijing that Trump is unreliable and unpredictable. If Trump calls Lai and announces that the US will “continue to support Taiwan and provide a large arms package; all hell will break loose”. However, he said, the very fact that Trump even entertained the idea of speaking with Xi about whether the United States would sell weapons to certain countries was a win for Beijing.