America’s most important Asian ally just got stronger

The election marks the arrival of a Japan that will be more assertive, more strategically self-confident and less inclined to subordinate its interests to shifting currents of U.S. policy. 

Photo: Mark Schiefelbein, Associated Press

By Brahma Chellaney, The Hill

Japan’s Feb. 8 election was not merely an electoral landslide. It was a geopolitical turning point.

Prime Minister Sanae Takaichi’s Liberal Democratic Party secured a two-thirds supermajority — an outcome that finally gives Tokyo something it has lacked for decades: a political mandate to redefine its postwar identity and act as a proactive security power.

For Washington, this is both a gift and a challenge. The U.S. can now deepen collaboration with its most important and capable ally in Asia. Japan hosts the largest concentration of U.S. forces anywhere in the world. Its geographic position is uniquely strategic, and its naval and air capabilities are the most sophisticated among U.S. allies in the Indo-Pacific, with interoperability unmatched by any regional partner.

But the election also signals Japan’s strategic reawakening. It marks the arrival of a Japan that will be more assertive, more strategically self-confident and less inclined to subordinate its interests to shifting currents of U.S. policy. Tokyo is no longer content to be a U.S.-protected power. It intends to be a shaping power.

For almost eight decades, Japan operated within self-imposed limits — constitutional pacifism, restrained defense budgets and a preference for economic statecraft over hard power. Takaichi’s mandate alters that trajectory. With a supermajority, she can pursue constitutional revision, formalize the status of the Self-Defense Forces and accelerate defense spending to 2 percent of gross domestic product.

Japan is set to shift from merely reacting to Chinese military pressure to imposing costs for it. Nowhere is this clearer than in the southwestern island chain stretching toward Taiwan. Tokyo is building the capacity to deny access, complicate Chinese planning and ensure that no “fait accompli” seizure of territory or coercive maritime gambit goes unanswered.

For American strategists concerned about U.S. overreach, this is a structural upgrade to the regional balance. A Japan capable of defending its southwestern approaches will reduce the burden on U.S. forces while disrupting Chinese war-planning.

Beijing’s pressure campaign was meant to deter Japan’s rightward drift. Instead, it helped bring about Takaichi’s landslide. Chinese economic restrictions, maritime incursions and thinly veiled threats did not fracture Japanese politics; they consolidated it. Voters concluded that dependence invites coercion and that resilience requires strength.

Japan’s push to rewire supply chains toward India, Southeast Asia and trusted partners is not just industrial policy — it is counter-coercion doctrine.

Takaichi has described a Taiwan contingency as an “existential threat” to Japan. That language would once have been politically radioactive. Now it carries electoral legitimacy and, if sustained, will alter the military geometry of the Taiwan Strait. In a crisis, Japanese bases, surveillance networks and maritime forces would become integral to a U.S. response.

For the U.S., this reinforces a broader trend: Chinese pressure is accelerating, not halting, the formation of balancing coalitions. A stronger Japan becomes the anchor of that process in East Asia.

Takaichi’s strategy also involves alliance diversification. She is building stronger economic and defense links with Australia, South Korea, Vietnam, the Philippines and especially India, alongside the U.S. treaty alliance — insurance against volatility in American politics.

Japanese policymakers have drawn a sober conclusion: that resilience requires options. Fluctuating U.S. trade policy, tariff threats, periodic talk of retrenchment and transactional approaches to alliances have convinced many in Tokyo that Japan must insure itself against strategic volatility in Washington.

For the U.S., this is not a loss of influence but a redistribution of responsibility. A Japan that leads within the Quad, shapes regional trade architecture and invests in defense industrial cooperation strengthens a stable Indo-Pacific order — provided Washington treats Tokyo as a strategic partner rather than a junior ally.

Takaichi’s economic program — “Sanaenomics” — fuses industrial policy with national defense. Supply-chain resilience, semiconductor co-development, critical-mineral stockpiles and shipyard revitalization are designed to reduce Japan’s vulnerability to “weaponized interdependence.”

This aligns with Washington’s emphasis on economic security but also introduces potential friction. A more nationalist “Japan First” posture could collide with U.S. tariff policies or technology controls if not coordinated. The opportunity lies in building a shared defense-industrial ecosystem.

For years, American policymakers urged Japan to do more for its own defense. Takaichi’s victory answers that call.

But greater capability brings greater autonomy. Tokyo will expect a more important voice in alliance strategy — from Taiwan contingencies to regional trade architecture — and will not accept policies that expose it to coercion without consultation.

Alliances endure not because one side dominates, but because both sides see them as vehicles for advancing national strategy. A stronger Japan will strengthen the alliance if Washington treats Tokyo as a co-architect rather than a subordinate.

The most consequential implication of Japan’s election is regional. Across the Indo-Pacific, middle powers increasingly see a stronger Japan as a stabilizing “strategic ballast” amid uncertainty about both China’s trajectory and America’s staying power. Japan is reentering history as a security actor, not merely an economic one.

Washington should recognize what just happened. Japan did not simply elect a new government. It chose strategic normalization — deterrence over hesitation — and signaled that the era of passive alliance management is over.

For Washington, the message is clear: The most important geopolitical shift in Asia is not China’s rise alone, but Japan’s return. The alliance must evolve accordingly.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.”