
Senior Fellow & Director of Military Analysis @Defpriorities. Formerly @CarnegieEndow @RANDCorporation. Tweets on U.S. defense policy & military strategy.
Washington, DC
Joined July 2012
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The transition to a more self-reliant Asian security order that requires less of the U.S. is underway.
For @nytopinion I argue that this is unavoidable.
An over-extended U.S. that has squandered its military power cannot underwrite Asia's security anymore. It will have to pull back & the region itself will have to fill the gaps.
It's good news that Asia is already adjusting to this reality.
Jennifer Kavanagh retweeted
Important context from NYT a few days back: “Before now, Ukrainian drones using Starshield flew as fast as 250 miles an hour with a stable connection. The formal limit had already been 100 m.p.h., but it had not been enforced, General Biletsky said.
That leaves open the possibility that the United States could assert that no change had occurred in the system even as Ukraine experienced changes on the front.”
Let’s be honest: At least the first two options are basically direct NATO Russia war.
In my new piece for @TheAtlantic yesterday on Trump’s Russia - Ukraine negotiations I have a short section on how to deter Putin from escalating its shadow war against Europe. Three concrete ideas that may work— threaten to place air defense in western Ukraine, extend Ukraine’s use of Starlink into Russia, and in the event of a mass casualty event in Europe, designate Russia as a state sponsor of terrorism. The last one we used successfully in 2024. All of these, if communicated privately, may given Putin pause. theatlantic.com/internationa…
Yes, that's intentional for people who think like me right? It's not a mistake or a bug but a feature of restraint. The baseline view is that the United States is secure & should only consider using force when existential interests are at risk.
I am glad to see @Carr12Brandon & @jyjamespark engage w/ my second island chain strategy proposal & offer their view.
I'll briefly respond to their critiques here:
1. They argue that if the U.S. pulls back militarily, China will be able to use economic & political power to force Japan, ROK, & others to its side. However, countering China's economic and political influence is not a job U.S. military power can accomplish. To do this, the U.S. needs a coherent economic strategy. Look at Latin America where Chinese economic influence continues to increase even as the U.S. surges military power to the region. U.S. military power in Asia cannot counter Chinese economic hegemony.
2. They are concerned about the risks of nuclear proliferation to allies if the U.S. retrenches. As I note in the paper, this is possible. But I also see some proliferation as inevitable & the result of Trump administration policies, including the war with Iran. The U.S. nuclear umbrella already lacks credibility. My view is some proliferation can be managed & is better than continue U.S. overextension.
3. They argue that the United States essentially cannot defend the first island chain from the second. This is correct, but I don't suggest it should. I acknowledge there are a small set of contingencies where the United States might use force to protect core interests & these contingencies could be managed without a major first island chain presence. Moreover first island chain bases are not survivable or defensible, so what's the logic for keeping them & planning to fight from them?
4. They leave unaddressed several of the core drivers of my recommendations, including the unsustainability of the current strategy (cost wise & limits of military power) & the effect of any U.S. first island chain presence on the risk of war with China, which they seem to accept. The status quo simply doesn't work any more, so any recommendation for future U.S. policy has to address these underlying issues, even if the changes recommended aren't the ones I propose.
In @RStatecraft, @Carr12Brandon and I offer a counterpoint to @jekavanagh’s recent call for the US to adopt a Second Island Chain strategy for East Asia. We argue against this strategy for geopolitical and military reasons. The US should maintain its alliances with Japan, South Korea, and the Philippines. (Thread): responsiblestatecraft.org/ch…
Yes, and that percentage is growing.
Add to that
1. the growing body of empirical research that shows tripwires don't work
2. the fact that as U.S. commitments have expanded the credibility of extended deterrence has declined. Even w/U.S. forces "at risk", it is insanity to think a U.S. president would use nuclear weapons over the Baltic states.
Remember when the blockade was going to work and be over in 13 days?
Today marks 100 days since CENTCOM forces resumed America's steel wall naval blockade against Iran. This effort has helped prevent Iran from exporting at least $25 billion worth of crude oil and constrained the IRGC's ability to fund proxy militias, criminal networks, and terrorism. There have been no exports or imports to Iran by sea except for the humanitarian aid U.S. forces have allowed.
Jennifer Kavanagh retweeted
Replying to @jekavanagh
You clearly don't understand how much Americans in February of 2026 were demanding that we spend tens of billions fighting The Battle of Hormuz.
“If not a veto”
Since when is the U.S. in the habit of giving allies a veto over decisions that affect U.S. national interests? If policymakers decide it is in the best interests of the U.S. to reduce posture, they should do it, regardless of what allies want.
Interesting to see leading Democrats propose “a formal no-surprises policy… under which allies would receive advance notice of U.S. redeployments and have a voice on potential troop withdrawals, if not a veto.” foreignpolicy.com/2026/10/21…
No evidence this deal is on the table.
Trump’s deal with Putin is very clear: Zelensky ends the war and accepts defeat, and Putin solves the Iran problem by convincing Iran to also end the war.
Trump publicly threatened Zelensky, stripping him of legitimacy and essentially calling him a dictator.
The Europeans who had been firm in their support for Zelensky quickly followed Trump’s lead and signaled that spending on Ukraine is too high.
Zelensky then completely changed his tone and today said:
“We need 9.5 million people who lost their housing, who are abroad everywhere, we need them to come back to Ukraine, just to live and to build their country.”
Zelensky doesn’t have many options at this moment. He can’t win this war.
But is he just acting because he knows this deal won’t hold in the face of an unyielding Iran? It’s very likely.
In fact, I don’t see Putin putting all his cards on the table to save Trump.
Not only do I think Zelensky is playing, but I also think Putin will solve his own problem, start talks with Iran, and then, after Trump loses the elections, the whole deal with Iran will have to be redone for another US leader.
Trump argued that Zelensky is illegitimate, and he may even be right. But himself, with only 31% approval and on the verge of losing his majority, doesn’t appear to have the legitimacy for signing a long-term agreement either.
Putin knows it, and Zelensky knows it.
I will write more on substack.com/@global21
Jennifer Kavanagh retweeted
Denying responsibility is the point
The Pentagon office tapped in 2022 to oversee the military’s responsible use of AI had filled just three of 10 authorized positions as of February 2026. militarytimes.com/news/penta…
So we took a strait that was open and turned it into a strait that requires permanent U.S. military presence to be sort of open at a higher cost. Is this a win?
While nearly everyone else was declaring the Battle of Hormuz lost, we at @FDD were calling this outcome for months.
Never underestimate @CENTCOM, @centcomcdr, or the extraordinary men and women of the U.S. military.
Guess what? It’s not easy at all! Even the U.S. has struggled destroying missile launchers in Iran. Like all the other silver bullets offered, this won’t change the conflict trajectory.
In case it wasn’t already obvious: being nice to Putin hasn’t achieved peace. And it never will.
Luckily there is at least one easy option that stops Russia’s ballistic missiles from killing civilians and destroying power grids. Starlink.
Ukrainian drones can destroy the launchers, but need access to Starlink over Russian territory to navigate effectively.
This would cost American taxpayers nothing. It would save lives. And it would put real pressure on Putin.
My latest in the Washington Post:
It is great news when an ally says it's ready to be independent. The Trump administration should take this seriously.
Jennifer Kavanagh retweeted
Ukraine's advocates have cast the sanctions waiver as a betrayal, but the move is better seen as another reminder of the one constant in the president's policy toward Ukraine and Russia: he will always put his own interests and those of the U.S. first, @jekavanagh writes in @unherd. unherd.com/newsroom/trumps-s…
Jennifer Kavanagh retweeted
Clear erosion of public support for standing with 🇺🇦.
43% say too much 🇩🇪 support for 🇺🇦.
41% say level is just right.
Only 12% say 🇩🇪does too little.
65% of East Germans and 90% of AfD supports say 🇩🇪is doing too much.
(RTL/n-tv Trendbarometer/forsa)
Jennifer Kavanagh retweeted
The Asia debate in Washington only asks how much to add: more troops, more ships, more missiles. It never asks whether the current posture makes Americans safer.
Read the new paper from Defense Priorities Director of Military Analysis @jekavanagh: defensepriorities.org/explai…
Yep. "Civilizationism" is just "liberal international order" in a new suit & with a hair cut.
Jennifer Kavanagh retweeted
Rubio told Zelenskyy in a 45-minute talk that nothing has changed on intelligence sharing with Ukraine. "The president made it very clear he's ordered no such changes, so none of that has changed. None of it, and I see reporting that it has, but it's just not accurate," @SecRubio told us.




































