A Costly Gamble: Japan’s Takaichi Retreats After US Demand for Bigger Defence Bill

Japan’s prime minister, Sanae Takaichi, quietly scaled back hawkish rhetoric after a visit from a senior US defence official who urged Tokyo to boost defence spending toward 5% of GDP. The encounter exposed the strain between Washington’s demand for greater burden‑sharing and Japan’s domestic politics, while Beijing’s export controls and military pressure limit Tokyo’s room for manoeuvre.

A peaceful Japanese-style building surrounded by lush trees in Portland, Oregon creates a serene atmosphere.

Key Takeaways

  • 1A senior US defence official urged Japan to strengthen first‑island‑chain deterrence and substantially increase defence spending.
  • 2Prime Minister Sanae Takaichi reversed prior threats of intervention in a Taiwan contingency, stressing legal limits instead.
  • 3Domestic economic pain and political scandal have weakened Takaichi, making a large defence‑spending surge politically fraught.
  • 4China’s export controls and stepped‑up military patrols have targeted Japanese defence supply chains and raised operational risks.
  • 5Washington’s push for burden‑sharing is transactional and may not translate into political cover for Japan’s leaders.

Editor's
Desk

Strategic Analysis

The episode illustrates a structural dilemma facing Japan and its partners: alliance demands for deeper military integration collide with constitutional constraints, vulnerable industrial supply chains and a public focused on living standards. For Washington, pressing Tokyo for more money and capabilities suits US basing and procurement goals, but it risks fuelling domestic backlash in an ally whose political capital is limited. For Beijing, targeted economic levers and persistent military signalling can shape Japanese choices short of open conflict. The most likely near‑term outcome is a muddled compromise—incremental capability upgrades and closer operational ties accompanied by careful political messaging—rather than a dramatic shift to full‑throttle remilitarisation or an immediate unraveling of the US‑Japan alliance. Watch for cabinet resilience ahead of the election, Tokyo’s specifics on procurement projects, and whether Washington softens demands in public diplomacy to preserve allied unity.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

Eighty-three days into a sharp deterioration in Sino-Japanese ties, Tokyo’s political temperature has dropped toward freezing. Prime Minister Sanae Takaichi arrived at the end of a bruising week of street protests only to host a senior US defence official whose public message combined reassurance with a stark financial ask.

The visiting official, identified in Chinese reporting as “Corby,” told Japanese audiences that Washington intended to work closely with Tokyo to strengthen deterrence across the so‑called first island chain. That pledge of closer operational ties—coming as the US upgrades bases and prepares additional F‑35 deployments to the region—played to hawkish elements in Japan who have sought a harder line toward Beijing.

The goodwill thaw was short‑lived. The visitor swiftly set a price: Tokyo should raise defence spending from roughly 2% of GDP toward 5%. The demand crystallised a long‑running US line that allies must shoulder more of the bill for collective deterrence, but it landed as a naked budgetary demand in an election‑fragile Japan.

Ms Takaichi’s response was immediate and revealing. Having recently warned that Japan would react if US forces in the Taiwan Strait were struck, she abruptly dialled down bellicose rhetoric and emphasised that any response would remain “within existing legal frameworks.” The switch looks less like statesmanship than political survival: she has little room to promise military intervention under Japan’s constitution and even less to accept a dramatic spike in defence spending at home.

Domestic politics helps explain the abrupt course correction. Ms Takaichi’s administration, barely three months old in the account under review, has been hit by rising prices, a political donations scandal and a double‑digit drop in approval ratings. A snap dissolution of the lower house and an unusually rapid election timetable are being interpreted as an attempt to reset the domestic debate—one she hoped to tilt by raising security fears, but which has instead exposed her vulnerabilities.

Her overtures to the United States met an ambivalent response. The article notes that former US president Donald Trump remained publicly silent in the episode, underscoring the transactional character of contemporary US alliance policy: Washington’s strategic posture benefits American defence contractors and basing requirements as much as allied security. For Tokyo, that reality makes a credible, independent commitment to a Taiwan contingency both politically costly and operationally constrained.

Beijing’s countermeasures have sharpened the calculus. A suite of Chinese export controls on dual‑use goods and tighter rare earths management have hit Japanese defence supply chains, while regular Chinese naval and air patrols close to Japanese waters underscore the operational risk environment. In this context, Tokyo’s threats look overmatched by China’s ability to leverage economic and military tools in ways that directly affect Japanese capabilities.

The policy arithmetic matters. Japan is already budgeting roughly 11 trillion yen in defence outlays for fiscal 2026, and analysts cited in the piece calculate an average per‑person burden that would rise if defence spending were pushed toward 5% of GDP. Opponents on the left and a restive public—concerned about living standards rather than strategic posturing—are mobilising, turning what was meant to be a diversionary security pitch into a domestic liability.

For external audiences, the episode is a lesson in limits. Washington can press for deeper burden sharing and operational integration, but its leverage has costs for Japanese politics and industry. Beijing’s ability to target supply chains and apply military pressure complicates any rush to remilitarisation. Ms Takaichi’s retreat is therefore not merely a personality failure but a signpost of how geopolitical rivalry, alliance economics and domestic politics intersect in a tense neighbourhood.

Share Article

Related Articles

📰
No related articles found