Tuesday, March 31, 2026

US Military Options For Kharg Island And The Strait Of Hormuz Under Review – Analysis


March 31, 2026 
 Hudson Institute
By Can Kasapoğlu

The Military and Geopolitical Perspective on Iran’s Coercive Island Network

The ongoing American–Israeli campaign against Iran has been operationally effective in degrading the Islamic Republic’s destructive military capabilities. Yet Washington will face difficulty compelling Iran’s Islamic Revolutionary Guard Corps (IRGC) to stand down so long as Tehran retains the ability to disrupt maritime economic activity through the Strait of Hormuz.

The strait, while still susceptible to Iranian threats, remains the central vulnerability in the global economy. Prior to Operation Epic Fury, a substantial share of global shipping transited this narrow maritime corridor—including roughly one-quarter of global seaborne trade, one-fifth of the world’s oil supply, one-fifth of the world’s liquid natural gas (LNG), and a wide range of other critical goods such as fertilizers. This concentration of maritime traffic along predictable sea lanes has created a structural exposure: a disruptive and hostile actor with continued access to the strait can impose disproportionate effects on a global scale. Iran’s military and strategic approach to the current conflict rests squarely on this stark geopolitical reality.

In any potential effort to disrupt Iran’s control over the strait, Kharg Island looms large. Located deep in the Persian Gulf, some sixteen miles off the coast of Iran and roughly four hundred miles northwest of the Strait of Hormuz, the island spans only about eight square miles. Despite its small size, Kharg functions as the primary hub for Iran’s oil exports and serves as an economic center of gravity underpinning the IRGC’s coercive power.

Any serious effort to dismantle Iran’s leverage over global energy flows must address the broader network of Iranian-controlled islands in the Gulf rather than focus on a single node. Qeshm Island, positioned closer to the entrance of the strait, extends Iran’s surveillance reach and supports naval drone operations and anti-ship missile coverage. The islands of Abu Musa, Larak, Greater Tunb, and Lesser Tunb sit astride the strait’s entrance, providing Tehran additional reach along this sensitive maritime corridor. Together, these positions allow Iran to maintain persistent surveillance, deploy missile systems, and conduct interdiction efforts against passing vessels.

Even as US Marines were en route to the Gulf aboard the USS Tripoli, Washington was already shaping the battlespace and setting conditions for the opening phase of a potential campaign. US strikes have targeted high-value Iranian military defense infrastructure on offshore islands. Additionally, US Central Command (CENTCOM) has announced the killing of Admiral Ali Reza Tangsiri, commander of the IRGC navy. Although decapitation strikes have inherent limitations, Tangsiri’s death could have a detrimental effect on Iran’s island defense plans.

A coordinated campaign against multiple Iranian positions could further alter the geometry of the war by compressing Iran’s operational space and complicating its ability to sustain maritime pressure. Seizing and holding Kharg Island for a sustained period could even serve as a catalyst for internal political instability or regime change within the Islamic Republic.

Yet the seizure of terrain, whether inside mainland Iran or on its offshore islands, would be only an initial step. Holding that ground amid persistent missile and drone salvos and a barrage of asymmetric threats would likely require a prolonged campaign. Absent robust force protection, layered air and missile defenses, counter-drone capabilities, and continuous resupply operations, any initial gains could erode quickly, leaving US forces dangerously exposed.

The Military Buildup

The USS Tripoli arrived in the Middle East on March 27 carrying thousands of Marines from the 31st Marine Expeditionary Unit (MEU). This force package is configured for rapid-response contingencies across littoral environments and is designed for insertion, limited-objective operations, and crisis response.

The Tripoli’s design shapes how it is likely to be employed. The ship is configured without a well deck, a choice that maximizes its naval aviation capacity and allows it to operate as a high-density platform for F-35B aircraft. As a result, the vessel functions as a light carrier, prioritizing sortie generation and sustained air pressure over surface insertion capacity. The USS Boxer, a Wasp-class amphibious assault ship with the 11th MEU, has also departed San Diego for the Middle East. The two formations appear to be moving toward the region on a staggered timeline.

An MEU provides a modular, multidomain force designed for rapid combat operations. In a strike-forward configuration, embarked F-35B Lightning II aircraft can extend the force’s reach inland while supporting maritime control, including engagements against fast-attack craft. Attack helicopters can deliver persistent coverage in littoral areas, reinforcing interdiction and close-in protection. In an assault posture, an MEU can insert Marines across extended distances using MV-22 Osprey and CH-53E Super Stallion platforms, enabling distributed entry options beyond the immediate shoreline.

This maritime posture is unfolding alongside signs of parallel land-force readiness. Elements associated with rapid-response formations, including detachments from the 82nd Airborne Division, have been described in open-source reporting as part of a broader contingency posture in the region. Taken together, these developments reinforce the idea that Washington is positioning scalable and deployable forces into the Gulf for crisis response rather than preparing for immediate large-scale war. These movements expand the menu of options available to US planners.

A Dangerous Naval Threat Landscape

To date, CENTCOM’s sustained campaign has hampered Iran’s naval, missile, and drone capabilities, degrading Tehran’s ability to mass fires and coordinate effects at scale. Nonetheless, the Islamic Republic retains serious residual threats. Even in a weakened state, Iran’s layered denial architecture—mines, missiles, and drones—continues to impose real operational risks on any force operating in the Gulf.

Easy to deploy and highly effective in the narrow approaches to the Strait of Hormuz that amphibious units must traverse, naval mines represent the least expensive means of threatening a moving amphibious force. The Islamic Republic has a variety of these mines in its inventories. While none are state of the art, they remain dangerous.

Mines do not need to win the fight to be effective—they need only complicate an adversary’s efforts sufficiently to deter action. This principle has been demonstrated repeatedly in modern warfare. During the Korean War, dense minefields delayed US amphibious operations at Wonsan in 1950 and stripped the landing of its operational value. After that operation, US Admiral Allan E. Smith identified the disproportionate impact mines can have with characteristic acerbity: “We have lost control of the seas to a nation without a Navy, using a pre–World War I weapon, laid by vessels that were utilized at the time of the birth of Christ.”

Beyond naval mines, Iran’s anti-ship cruise missiles (ASCM) and anti-ship ballistic missiles (ASBM) pose critical threats in the theater. Satellite imagery suggests that Iran has installed a significant portion of its ASCM capabilities in subterranean launch positions on Qeshm Island.

The Islamic Republic’s ASCM baseline has long borne evidence of Chinese DNA. The Quds Force, a branch of the IRGC specializing in unconventional warfare and subversive military intelligence operations, has transferred some of these systems to Iran’s proxies across the region, including the Houthis in Yemen and Hezbollah in Lebanon. In 2006, Hezbollah successfully struck an Israeli Navy platform, the INS Hanit, with a Noor missile, a derivative of the Chinese C-802 ASCM.

While Iranian anti-ship cruise missiles have historically been limited to subsonic categories, expert assessments suggest that the IRGC has recently explored supersonic options, including variants equipped with ramjet power packs—air-breathing propulsion systems that compress incoming air at high velocity before combustion. More alarmingly, reporting indicates that China may have transferred YJ-12 supersonic anti-ship cruise missiles to Iran before Operation Epic Fury began. While no open-source intelligence confirms Iranian forces have used such weapons to date, this would mark a true capability leap for Tehran.

Anti-ship missiles, however, are only effective as the kill chains that enable them. In 2025, the US Department of State publicly accused Chinese satellite companies of providing the Houthis with targeting data. Moreover, ongoing monitoring suggests that the IRGC has long sought access to military-grade data flow from companies linked to the Chinese Communist Party (CCP).

Additionally, reports that Russia has provided Tehran with targeting data to support its operations against US forces have already made headlines. In any potential marine assault scenario, it would be naïve to assume that China and Russia would remain idle or decline to provide Tehran with real-time actionable intelligence.


ASBMs present an additional challenge for US forces in any effort to seize Kharg Island. Unlike high-end ASCMs, ballistic missiles do not hug the sea or maneuver extensively. Instead, they rely on speed. Some exit the atmosphere and reenter on a steep terminal trajectory, compressing reaction times and striking a target at extreme velocity.

Interception windows against such projectiles are narrow, and the effects of ASBM warheads are correspondingly severe. Yet physics cuts both ways. Ships are moving targets by nature, and a ballistic missile lacking terminal sensors or real-time updates can easily miss a maneuvering vessel.

Once again, the decisive variable in such operations is the kill chain, a systematic, sequential process for identifying, tracking, targeting, engaging, and destroying an enemy. Persistent drone coverage fused with disciplined signals intelligence can convert speed into accuracy. In confined waters, volume can accomplish what imprecise weapons cannot. A coordinated salvo layering ASBMs with loitering munitions and ASCMs increases the probability of a successful strike and taxes defensive magazines.

Iran’s proxy network has demonstrated a willingness to employ ASBMs. In 2023, the Houthis fired ASBMs at the vessel Maersk Hangzhou. The US Navy destroyers USS Gravely and USS Laboon intercepted the inbound missiles, whereupon the engagement shifted to close quarters. Houthi boats closed to within meters of the merchant vessel, prompting US naval helicopters to counterattack, destroying multiple platforms and killing ten enemy fighters.

In 2024, the Houthis also struck the Greek-owned bulk carrier Zografia. Open-source intelligence suggests that the weapon the Iranian proxy employed was an ASBM—probably a Khalij Fars, the anti-ship derivative of the Fateh-110 short-range ballistic missile.

Finally, Iran retains naval drones, or unmanned surface vessels (USVs). These robotic platforms have scored kills on commercial vessels during Operation Epic Fury, and have also constituted a key part of the Houthis’ campaign in the Red Sea. Visual evidence suggests that Iran has deployed naval drones in underground sites along its coastal areas and islands. Open-source battle damage assessments show that repeated attacks on these hardened underground ASCM and USV facilities have failed to destroy them entirely, in part due to limited penetration into the core architectureprotecting these installations.
Air Assault Options and Likely Concepts of Operations

At present, the Pentagon is weighing the deployment of up to 10,000 additional ground troops to the Middle East. Such a move would expand the range of military options available to US President Donald Trump. In the meantime, open-source tracking suggests that strategic US drones have conducted frequent surveillance flights above Kharg Island.

While Iran’s coastal islands offer suitable shores for amphibious landings, US forces could likely insert Marines more effectively by air. In any operation targeting Kharg or Iran’s other islands, US forces would likely approach at low altitudes using tilt-rotor aircraft such as the MV-22, the Marine Corps variant of the V-22 Osprey. Elements from the 82nd Airborne Division and select Special Forces detachments would likely join these raids.


Almost certainly, any such campaign would be preceded or accompanied by a strategic-scale shock elsewhere in Iran—perhaps including a massive attack on the country’s electrical grid that could cause widespread blackouts. In addition, while high-command decapitation strikes would not paralyze the IRGC, targeting sector commanders in the Hormuz area and senior leaders of Tehran’s naval forces could open a window for US forces to strike Kharg.

Although US strikes have largely degraded Iran’s strategic air-defense network, residual elements of Tehran’s asymmetric systems remain active and could strike with little warning. High-end Man-Portable Air-Defense Systems (MANPADS) would continue to pose a persistent threat to low-flying aircraft, while more unconventional systems—such as the 358 loitering “air-defense” drone—introduce an added layer of unpredictability to any US air-assault effort.

Together, these threats would complicate US air-assault operations, particularly during the most vulnerable phases of insertion and resupply. Notably, by the end of 2025, Iran had officially made a move to acquireRussian Verba high-end MANPADS, systems capable of imposing serious risks on air assault platforms operating at low altitude.

Once on the ground, any forcible-entry formations would disperse to secure critical infrastructure on Kharg Island or other target locales. This move would force Revolutionary Guard units into a stark choice: strike Iran’s own key economic infrastructure to dislodge invading forces, or hold fire and risk losing control of the regime’s primary export nodes.

If an expeditionary force successfully completes forcible-entry operations on Kharg and secures the island’s export infrastructure, the campaign will transition from seizure to consolidation. The principal task in this phase would be to hold the island and prepare it for follow-on forces. This effort would prioritize force protection under sustained Iranian interdiction. At that stage, the IRGC would likely initiate layered fires, including drones and ballistic missiles, to degrade the US foothold on the island.

The IRGC could then attempt to shift its ground-warfare efforts to irregular operations, using residents and oil workers as human shields. Recent operations in Iraq have demonstrated this approach, with Iranian paramilitary groups there using first-person view (FPV) drones, mirroring a key trend in the war between Russia and Ukraine. A similar concept of employment (CONEMPS) should be anticipated in the Revolutionary Guards’ island-defense efforts, alongside the use of tactical weapons such as anti-tank guided missiles (ATGMs) that could produce asymmetric effects.

Sustainment Under Fire: From Seizure to Vulnerability

If US forces are successful in seizing Kharg Island or other similar objectives, their operation would shift into the sustainment phase. During this period, three Iranian capabilities could threaten US marines and airborne troops.

The first is Iran’s supply of short-range ballistic missiles: road-mobile, solid-fueled, and relatively precise Fateh-110 derivatives, including the Fateh-313, the Zulfiqar, and other variants optimized to strike fixed positions, logistics hubs, and airfields with minimal warning. Iran also possesses an anti-ship variant of this ballistic missile family, a capability which should not be underestimated.


The second threat comes from Iran’s Shahed family of drones. Russian combat experience in Ukraine has demonstrated how these munitions can be effective as expandable strike systems. Ongoing Russian–Iranian adaptation of Shahed drones likely points to the emergence of variants that can carry expanded payloads, including heavier and thermobaric warheads, in innovative concepts of operations (CONOPS).

Third, US forces attempting to hold Iran’s offshore islands could be threatened by heavy ballistic missile warheads equipped with submunitions. These weapons are designed for saturation rather than precision. In an island battle space, these systems could blanket critical areas, stress US naval air defenses, and degrade operational tempo.

Against these threats, the energy infrastructure on Iran’s islands remains both the key objective and the most acute vulnerability. Any Iranian strike against this infrastructure on Kharg Island would not only shape the tactical fight locally, but also transmit immediate shocks to global energy markets.

Access Under Fire: Pathways and Strategic Tradeoffs in the Strait of Hormuz

Any operation targeting Iran’s island oil infrastructure would begin with a shaping phase—cyber and electronic warfare efforts to disrupt sensors and networks, followed by precision strikes to degrade air defenses and isolate the objective. Without these preparations, US forces would enter a contested battle space with high exposure. Any US campaign in the region would likely center on two decisive islands: Kharg and Qeshm.

Kharg is Iran’s economic center of gravity. Seizing it would place Tehran’s oil exports under direct pressure, generating coercive leverage rather than territorial gains. The approach to taking Kharg would likely rely on vertical insertion from regional bases, minimizing the exposure of large amphibious platforms in the Strait of Hormuz.

The potential payoff to capturing Kharg is significant, but so too is the risk of escalation. Even if US forces secured the island, the IRGC would retain the capacity to retaliate across the Gulf by striking the region’s energy, water desalination, and civilian infrastructure. This could expand the conflict into a broader economic war.

Qeshm, by contrast, is the IRGC’s primary denial hub. It anchors Iran’s ability to threaten maritime traffic with missiles, drones, mines, and fast-attack craft supported by hardened and often underground infrastructure. Taking Qeshm is also most likely the harder fight. The island’s size, terrain, and proximity to the mainland favor the defender. Iranian reinforcement efforts there would likely be continuous. Even if seized, holding Qeshm would impose a heavy burden for a relatively limited strategic return.

Ultimately, the decisive challenge in taking either island is one of sustainment. Seizing ground is feasible, but holding it is more difficult. Continuous resupply, medical evacuation, and air- and missile-defense efforts would strain US capacity, while US bases in the region would remain vulnerable to Iranian strikes. Distributed Iranian operations, including decentralized missile and drone units, would enable Tehran to exert persistent, multi-directional pressure on any opposing forces.

Yet, while Iran retains control of the Strait of Hormuz, it retains the strategic leverage necessary to help it forestall geopolitical defeat. Washington’s path to victory runs through the strait, in one form or another.


About the author: Can Kasapoğlu is a nonresident senior fellow at Hudson Institute. His work at Hudson focuses on political-military affairs in the Middle East, North Africa, and former Soviet regions. He specializes in open-source defense intelligence, geopolitical assessments, international weapons market trends, as well as emerging defense technologies and related concepts of operations.

Source: This article was published at the Hudson Institute

Hudson Institute is a nonpartisan policy research organization dedicated to innovative research and analysis that promotes global security, prosperity, and freedom.
From Recent Spillovers To ‘Biology’ Of War And Its Consequences: The Bio-Geopolitical Conundrum Of China, Russia, And Middle East Crisis (Part III) – Analysis

March 31, 2026 

By Jumel Gabilan Estrañero


A conflict that is not resolved in small scale will be a full-blown asymmetric disaster and in time, a warfare that will be exploited by different actors (state and non-state). In just a span of one month, short-term increases in oil income linked to the Iran conflict have eased fiscal pressures, but ongoing inflation, higher import expenses, and deep structural issues still weaken Russia’s economic outlook. Across the country, failing infrastructure and recurring heating disruptions are fueling public frustration. At the same time, tighter digital restrictions are sparking localized protests and increasing social strain.

Case in point in Russia, with legislative elections approaching, it is adjusting expectations for voter turnout and revising its political approach, signaling concern over participation levels and overall regime stability. What complicated more is the detention of former Deputy Defense Minister Ruslan Tsalikov highlighting the widening divisions within Russia’s elite, revealing growing insecurity even among senior leadership. At the backdrop of this, although Russia may gain from periods of global instability, mounting economic pressures, governance issues, and internal elite conflicts could drive meaningful systemic change in the near term.

On the other hand, the US is contending this week that the war will end in two to four weeks, we must look at the end of the tunnel; or at least the middle of the tunnel how the war has already affected the biology of life in the ground. The Middle East is one of the most biologically stressed regions on Earth.

When it comes to biological stress as a driver of conflict, water scarcity, desertification, and population pressures are not just environmental issues, they are geopolitical triggers. Water scarcity affects major river systems like the Tigris River and Euphrates River, creating tensions among Turkey, Syria, and Iraq. Its direct effect is declining agricultural productivity leads to food insecurity, which historically contributed to unrest (e.g., pre-conflict rural collapse in Syria). Its biological takeaway stems out from resource scarcity rooted in ecology translates directly into political instability and conflict escalation.

Next, the vacuum of strategic power and climate science. Climate science plays a central role in reshaping regional alliances and vulnerabilities. One of which is the rising temperatures and droughts intensify migration flows across Middle East and into Europe followed by countries with advanced desalination and agricultural biotech—like Israel—gain strategic resilience and influence. And of course, climate stress amplifies dependence on external powers for food and water security. So how this scientifically implicates? Technological adaptation to biological limits becomes a new axis of geopolitical power.


Further, we have the third risk – the biosecurity and warfare. Modern conflict increasingly includes biological dimensions such as risks of disease outbreaks in war zones (e.g., cholera, COVID-like disruptions) destabilize already fragile states like Yemen; weak healthcare systems increase vulnerability to pandemics, making biology a national security issue; and concerns over biological weapons, while regulated under the Biological Weapons Convention, remain part of strategic calculations. Note that in the bio-security parlance, biology is no longer just health, it is embedded in military and national defense frameworks.

Meanwhile, there will always be an intersection of leverage among energy, science, and economy. The Middle East crisis intersects with global energy systems, where science and biology indirectly shape outcomes. Fossil fuels (biological in origin) remain central to economies in Iran and Saudi Arabia. Conflict disruptions affect global oil prices, benefiting actors like Russia as reflected in your key takeaway on temporary revenue gains. Scientific advances in renewable energy threaten long-term fossil fuel dominance, reshaping geopolitical influence. In other words, the control over biologically-derived energy resources remains a core geopolitical lever—but is increasingly challenged by scientific innovation.


What about the demographic implication of war? The human biology is centrally affected by the protracted wars across the region of Middle East. Population dynamics rooted in biology are central to ‘political outcomes’. This connoted that youth-heavy populations in countries like Iraq and Egypt create pressure for jobs, governance reform, and stability. There is urban overcrowding and health stress increase susceptibility to unrest and migration patterns reshape regional and global political landscapes. Now, human biology progression can also be paralyzed (population growth reproduction, age structure, assisted health and medical / surgical technology if disrupted) directly influences state regime stability, conflict risk , and health risk of the affected populace that may also look into migration in a safer space nation (Switzerland, New Zealand, and other extremely peaceful state), as expressed by Dr. Krista Marie
 I. Pacifico[1], MD, FPOGS, FPSRM.

In the context of Russia and the war-torn area where spillover is prominent, our observations about Russia connect strongly to this biological-scientific framework. We have to take note that oil revenue gains is tied to ‘biologically derived fossil fuels and Middle East instability’. To simply put: Inflation & import costs → exacerbated by climate-driven supply chain disruptions (food, energy)
Infrastructure failures → worsened by environmental stress (extreme cold, resource strain)
Political anxiety & elite fractures → intensified by economic volatility rooted in global scientific/biological systems

This shows a critical point in assessing the effects across biospheres of politics and life sciences while the war is still not contained; far from over at this point. Middle East crises are not regionally contained, they trigger systemic effects across global biological, economic, and political networks. Biology and science are not peripheral; they are foundational to modern geopolitics in the Middle East but in what sense?
Biology (water, food, population) → drives internal instability
Science (climate tech, energy, healthcare) → determines resilience and power
Conflict feedback loops → amplify global economic and political consequences

The Middle East crisis should be understood as a bio-geopolitical system, where ecological limits, scientific capability, and political power interact. States that can manage biological stress through scientific innovation will shape the next phase of regional and global order while those that cannot risk collapse or prolonged instability. Meanwhile, strategies are moving from wide-array of spheres while the world is busy looking at the Middle East.

In fact, China and Russia adopt fundamentally different strategies in some regions like in Africa (power institutionalization) and ASEAN (oil allocation); reflecting contrasting views on how power should be projected. China focuses on embedding its influence through institutions, emphasizing stability, governance partnerships, infrastructure expansion, professional military engagement, and long-term information investments that outlast leadership changes or short-term crises. In contrast, Russia prioritizes immediate outcomes over system-building, relying on regime support, security services, political disruption, and information campaigns to secure rapid influence, though often without creating lasting institutional ties.

These divergent approaches reveal two competing geopolitical models. China’s strategy is structural and future-oriented, aiming to reshape political and economic ecosystems in ways that ensure enduring alignment. Its investments in infrastructure and governance capacity are designed to anchor influence within the state itself, making it more resilient over time. Russia’s approach, however, is tactical and opportunistic, thriving in unstable environments where quick intervention often through security or political means can yield immediate strategic gains without requiring deep institutional integration.

The implications are significant. States with relatively stable governance structures are more likely to align with China’s long-term development model, while politically fragile states may gravitate toward Russia’s security-driven engagements. This creates a dual-track geopolitical landscape across the continent, where influence is divided not just by geography, but by levels of internal stability.

Ultimately, the competition between China and Russia in power bio-genesis reflects a broader global contest between institutional power and transactional influence. The durability of China’s model versus the immediacy of Russia’s approach will shape not only one region’s political trajectory (i.e. Baltic, Balkan, East Asia, and Southeast Asia) but also the evolving architecture of global power in the coming decades.

*Ideas and/or views expressed here are entirely independent and not in any form represent author’s organization and affiliation.

Endnotes:Filipino physician working in the Department of Obstetrics and Gynecology of various hospitals (St. Luke’s, VMC-DOH, JC Delgado MH, etc.). She specializes in OB-GYN Reproductive Endocrinology and Infertility which focuses on endocrine and reproductive health disorders such as polycystic ovary syndrome (PCOS), menopause, endometriosis, adenomyosis, In-Vitro Fertilization (IVF), social egg freezing, and other sexual problems. The subspecialty also focuses on diagnosing and treating infertility and providing options for fertility preservation.



Jumel Gabilan Estrañero

Jumel Gabilan Estrañero is a defense, security, & political analyst and a university lecturer in the Philippines. He has completed the Executive Course in National Security at the National Defense College of the Philippines and has participated in NADI Track II discussions in Singapore (an ASEAN-led security forum on terrorism). His articles have appeared in Global Security Review, Geopolitical Monitor, Global Village Space, Philippine Daily Inquirer, Philippine Star, Manila Times, Malaya Business Insights, Asia Maritime Review, The Nation (Thailand), Southeast Asian Times, and Global Politics and Social Science Research Network. He worked in the Armed Forces of the Philippines, Office of Civil Defense, National Security Council-Office of the President, and currently in the Department of the National Defense. He is currently teaching lectures in De La Salle University Philippines while in the government and formerly taught at Lyceum of the Philippines as part-time lecturer. He is the co-author of the books titled: Disruptive Innovations, Transnational Organized Crime and Terrorism: A Philippine Terrorism Handbook, and Global Security Studies Journal (Springer Link, United States). He is an alumnus of ASEAN Law Academy Advanced Program in Center for International Law, National University Singapore and Geneva Centre for Security Policy, Switzerland. He is also a Juris Doctor student.
Medicine For Minerals: US Foreign Assistance In Africa – Analysis

March 31, 2026 
Published by the Foreign Policy Research Institute
By Charles A. Ray


(FPRI) — In a March 16, 2026 article, The New York Times reported that it had obtained the draft of a memo indicating that the State Department is considering “withholding lifesaving assistance to people with HIV in Zambia as a negotiating tactic to force the government of the southern African country to sign a deal giving the United States more access to its critical minerals.” The memo reportedly says the Trump administration is considering “significantly cutting assistance” as soon as May to increase pressure on Zambia.

Responding to a query from the newspaper, the State Department press office, in an unsigned email, said that it would not comment on purportedly leaked documents or on deliberative diplomatic discussions, falling short of a denial of the alleged memo’s existence. The Zambian minister of information and government spokesperson also declined to comment on the issue. There has also been no official US reaction to African media coverage, which predates the article, alleging that proposed US health funding for some African countries was tied to granting Washington greater access to mineral resources and sensitive health data of citizens in participating countries. There are reportedly 16 such agreements signed with African countries, including Nigeria, Uganda, and Kenya, although the Kenya deal has been suspended pending resolution of a court case challenging it. While this is an issue that, because of all the other problems they face, most people in the United States will pay scant attention to, for the 1.3 million people in Zambia who rely on a daily HIV treatment provided by the US President’s Emergency Plan for AIDS Relief (PEPFAR), as well as medications to treat tuberculosis and malaria, it is literally a life and death matter.

While the main requirement on countries receiving health funding is that they commit to increasing their own health spending—and that is, in fact, the main requirement being placed on Zambia—it required in addition steps that would give American businesses more access to Zambia’s vast mineral resources, and a renegotiation of Zambia’s contract with the Millennium Challenge Corporation (MCC) requiring regulatory changes in mining and other industries.

A Troubled History

The current situation is not the first time that there have been issues with American health funding to Zambia.

Zambia has been a recipient of PEPFAR since the program’s inception in 2003, receiving over $6.7 billion in support of its national HIV response, with over 1.2 million Zambians receiving lifesaving HIV medications at no charge.

Zambia’s health sector faced a major crisis in January, 2025, when the incoming Trump administration froze all US foreign aid, including PEPFAR. The freeze disrupted the supply of crucial HIV medications and left clinics in Zambia with drugs that they were initially prohibited from distributing. Subsequently, a waiver was granted to exempt humanitarian support, and at that time, Zambia had a five-month supply of HIV drugs on hand and an additional 14 months’ supply on order. In addition to the negative impact on HIV treatment, the aid suspension also undermined programs in maternal and child health, malaria, and tuberculosis prevention. While there was some relief in March, in May, an additional $50 million cut in funding was announced due to concerns about drug theft. The American ambassador announced the cut in aid for medications and medical supplies at a press conference on May 8, 2025, saying, “For more than a year the United States has requested tangible action by the Government of Zambia to respond to the country-wide, systematic theft of these products. In the face of minimal responsive action by the government, the United States is taking necessary steps to safeguard, and ensure the accountability of American taxpayer funds.” The thefts were reportedly discovered in late 2021 and, according to the US Embassy, as of May 2025 the Zambian government’s actions were significantly short of demonstrating a commitment to safeguarding US assistance.


The cuts were set to take effect in January 2026 and were in addition to the administration’s cuts in January 2025. The delay in implementation was to give the Zambian government time to make alternative arrangements.


What Does Any of This Have to Do with the Alleged Memo?

Considering the checkered history of humanitarian assistance programs in Zambia, how does the purported memo recommending using health aid as a lever to wrest mineral concessions from the country fit? The aforementioned theft of US-provided medications would, indeed, seem to justify reducing or even terminating assistance. But that’s not what the memo proposes.

“We will only secure our priorities by demonstrating a willingness to publicly take support away from Zambia on a massive scale,” the alleged draft says. The memo’s language, as reported by the Times, is unambiguous.The United States proposes to give Zambia $1 billion in health funding over five years, if Zambia commits to $340 million in new spending on its own, which is less than half the amount the country received before the Trump administration took office.
The memo proposes steps that would give American businesses more access to Zambia’s mineral deposits and, by extension, end what the United States sees as preferential access by China to Zambian mines.

There is also a proposed renegotiation of the contract with the MCC, restructuring it to require regulatory changes in mining and other industries.

According to the draft memo, Zambia will have to agree to all three conditions by May to retain a portion of the health aid it now receives through PEPFAR. The draft goes on to say that Zambia could not be allowed to backtrack because other countries are watching. “If Zambia won’t sign, sharp public cuts to American foreign assistance would significantly demonstrate to aid-receiving countries the seriousness of our interest in collaboration and our insistence on tangible benefits under our America First foreign policy,” the draft reportedly says. The memo reportedly states that in December 2025, the United States suspended health funding talks because Zambia was not engaging on the minerals issue.

African reactions to the issue have been mixed. While the abrupt termination of HIV assistance is a life-or-death matter for those who rely on it, and who would like to see an agreement, there are also concernsabout linking health assistance to trade and commercial issues. On social media, the mood appears mostly anti-America. Professor Ibbo Mandaza, a Zimbabwean academic, author, and publisher who is the director of SAPES, a Harare-based NGO established in 1987 as a driver of regional integration in southern Africa, said, “Hardly anyone is surprised here in Africa, especially after the withdrawal of USAID last year. But, the public reaction lends itself less to a critique of Trump than the demand that the state takes responsibility for healthcare, including the provision of support for HIV victims.”

The closest thing to an official US Government statement even remotely related to the issue of assistance to Zambia and corruption (which, however, does not discuss the issues contained in the alleged draft memo) is a Jan. 21, 2026, article by the American ambassador to Zambia on the Department of State’s Substack. The article attempts to justify the administration’s transactional approach to diplomacy, but it offers no specific information on Zambia.

Writing in The Hill on March 23, 2026, Conor M. Savoy, a visiting fellow at the Center for Global Development and the former lead for foreign policy engagement at USAID, said, “This is not a wise use of US foreign assistance. It is coercion dressed in the language of strategy, and it will fail on its own terms.” While the administration’s demand for a return on foreign assistance is not wrong, its methodology is flawed. In the first place, for reasons not entirely clear, Zambia, like neighboring Zimbabwe, has effectively rejected the deal, robbing the United States of whatever leverage it might have had. Secondly, this approach is likely to undermine progress on the Lobito Corridor, the US-backed commercial route linking Angola, the Democratic Republic of Congo, and Zambia. Thirdly, and perhaps even more importantly, this approach merges two categories of assistance, humanitarian and strategic, that should remain separate. PEPFAR is a humanitarian and life-saving program, and conditioning its aid on mineral concessions does not make it strategic. Savoy said, “It makes strategic assistance look predatory, and it makes the entire US offer less credible.” Global health funding should not be used as a bargaining chip in the pursuit of strategic and commercial goals.

Mandaza said, “Most of us in Africa, and the world generally, make a distinction between the USA as a country and the current administration. We hope the USA will be restored to its former self with a new administration.”

Where Might This Be Headed?

In the absence of an official acknowledgement or rebuttal from the US Government, there is little that can be done other than address the potential fallout from the leaked memo and offer some thoughts on a more rational approach to this issue.

The response from people in Africa, and not just in Zambia, is a factor that cannot be ignored, especially given the US aim to offset China’s growing influence on the continent. As it was so succinctly put in the headline of Savoy’s piece, “The US is sabotaging its own Africa strategy.” The administration’s transactional approach in Zambia could undermine progress on the Lobito Corridor, which the memo does not mention. American credibility is damaged by offering health assistance (humanitarian) in exchange for mineral access (strategy), while not addressing the corruption issue that caused the proposed suspension of aid in 2025. It is as if the quid pro quo of mineral access wipes the slate clean of the alleged theft of previous assistance.

If the US goal is to offset Chinese influence, this action misses the mark. By making our assistance look predatory, we fail to offer a credible alternative to Chinese assistance and, as Mandaza said, “Notwithstanding its excesses in extractive industries across Africa, China is riding high.”

This is not to say that action should not be taken to address corruption in the receipt of humanitarian aid. Suspending aid until constructive and corrective action is taken by the Zambian government is, in fact, justified. But mitigating deficiencies in humanitarian assistance programs should be handled separately from actions aimed at achieving strategic or economic goals. When the two programs are conflated, both suffer. The key to achieving desired goals is credibility, and when we appear less credible, we sabotage ourselves, and we cause harm to the people we claim to be trying to help.


About the author: Charles A. Ray, a member of the Board of Trustees and Chair of the Africa Program at the Foreign Policy Research Institute, served as US Ambassador to the Kingdom of Cambodia and the Republic of Zimbabwe.

Source: This article was published by FPRI

Published by the Foreign Policy Research Institute

Founded in 1955, FPRI (http://www.fpri.org/) is a 501(c)(3) non-profit organization devoted to bringing the insights of scholarship to bear on the development of policies that advance U.S. national interests and seeks to add perspective to events by fitting them into the larger historical and cultural context of international politics.
LaGuardia Airport Collision Highlights Longstanding Runway Safety Concerns – Analysis

The Congressional Research Service (CRS)
By Bart Elias

On the night of March 22, 2026, a Jazz Aviation regional jet landing at LaGuardia Airport (LGA) in New York, NY, struck a firefighting vehicle that had received air traffic control clearance to cross the active runway. The collision killed both pilots and injured a flight attendant, several passengers, and two firefighters. The National Transportation Safety Board (NTSB) is leading an investigation of the crash, assisted by the Federal Aviation Administration (FAA), the Transportation Safety Board of Canada (representing the country of aircraft registry), the airline, the airplane manufacturer, and others.

FAA and the aviation industry have been long concerned over safety risks associated with airport surface operations, including the movements of aircraft and ground vehicles. The deadliest crash in civil aviation history occurred on March 27, 1977, in Tenerife, Spain, when two jumbo jets collided resulting in 583 fatalities. A notable runway disaster in the United States occurred on February 1, 1991—35 people were killed when a USAir Boeing 737 landing at Los Angeles International Airport (LAX) collided with a SkyWest regional turboprop instructed to line up on the same runway. These crashes prompted a continuing focus on monitoring and mitigating operational risks in the airport environment.

FAA closely tracks runway incursions (events involving the incorrect presence of an aircraft, vehicle, or person on an airport runway). Runway incursions pose significant collision risks, and the high speeds of aircraft takeoffs and landings increase the potential for significant aircraft damage and serious or fatal injuries. Runway incursions result from human errors including incorrect air traffic control clearances, aircraft landings or takeoffs without clearances, or aircraft or ground vehicles entering or crossing runways without clearances. These events are precipitated by various underlying factors including degraded situational awareness, high workload, unfamiliar settings or procedures, reduced visibility, and communications errors. FAA investigates runway incursions and classifies them based on their severity and the source of the error. Since 2022, the total number of runway incursions in the United States has remained relatively consistent at around 1,700 annually. It was reported that over the past five years, collisions were narrowly avoided 26 times and on 52 other occasions, the event posed a significant collision potential. Given that there are more than 20 million commercial flights per year, serious runway incursions are low-probability events, but they pose significant collision dangers.

LGA is one of five high-density traffic airports in the United States where the number of hourly operations have specific caps set in regulation. Most U.S. airports do not have regulatory caps on the number of flights, and setting operational limits has not been regarded as a strategy for managing air traffic workload and operational safety at U.S. airports.

Two controllers staffed the LGA tower cab at the time of the March 22 accident. While this has been reported to be a standard staffing level, it may renew concerns regarding operational workload and the effectiveness of ongoing efforts to hire and train additional controllers, which has been an FAA and congressional priority.

To provide enhanced monitoring of surface operations and improve situational awareness, surveillance technology called Airport Surface Detection Equipment, Model X (ASDE-X) has been deployed at 35 airports, including LGA. ASDE-X relies on surface radar and Automatic Dependent Surveillance-Broadcast (ADS-B) to monitor the movements of aircraft as well as ground vehicles that are equipped with position transmitting devices. The system includes visual and auditory alerts to warn controllers of potential runway incursions and collision hazards. A similar system, the Airport Surface Surveillance Capability (ASSC), is installed at 8 other civil airports. Aircraft with ADS-B In capabilities can also receive ASSC data on cockpit displays using FAA’s Traffic Information Service-Broadcast (TIS-B). It has been reported that the truck involved in the March 22 crash did not have an ADS-B transmitter that would have allowed it to be visible on these systems. There are no FAA requirements to equip ground vehicles with these transmitters, leaving it up to airports to voluntarily install them. LGA and 19 other U.S. airports have been equipped with runway status lightsthat can signal whether it is safe to enter or cross a runway or initiate a takeoff independent of air traffic control instructions.

Following numerous high-profile runway incursions and other close calls, FAA sponsored an aviation safety summit and “call to action” in 2023. Safety reviews conducted in conjunction with this initiative led to a number of recommendations to further enhance situational awareness technologies, provide additional training, and implement procedural changes to mitigate airport safety risks. A March 2025 Department of Transportation Office of Inspector General audit found that while FAA’s efforts improved awareness and information sharing about runway safety, FAA lacked an integrated approach for analyzing data and deploying key mitigation measures.

Since the January 29, 2025, midair collision between an Army helicopter and a regional jet near Washington Reagan National Airport (DCA), Congress has been debating legislative options to enhance aviation safety. The ROTOR Act (S. 2503; H.R. 6222), as passed by the Senate, would require ADS-B In to be installed and operating on aircraft flown in most controlled airspace. In contrast, the ALERT Act (H.R. 7613), under consideration in the House, would require “negotiated” FAA rulemaking that would mandate collision mitigation systems for certain aircraft. Proponents of the ALERT Act note benefits to providing flexible options, potentially allowing for receipt and display of ADS-B data on portable devices like electronic flight bags or tablets as an alternative to aircraft-installed systems. The NTSB issued an analysis of the ALERT Act, finding that the bill does not fully implement NTSB recommendations, including a recommendation to more broadly require ADS-B In systems with audible traffic alerts on all aircraft operating in airspace where ADS-B Out transmitters are currently mandated.


About the author Bart Elias, Specialist in Aviation Policy

Source: This article was published by the Congressional Research Service (CRS).

The Congressional Research Service (CRS) works exclusively for the United States Congress, providing policy and legal analysis to committees and Members of both the House and Senate, regardless of party affiliation. As a legislative branch agency within the Library of Congress, CRS has been a valued and respected resource on Capitol Hill for nearly a century.
U.S.-Canada Trade Relations: Current Tensions And Future Outlook – Analysis

President Donald Trump meets with Canadian Prime Minister Mark Carney, Tuesday, May 6, 2025, in the Oval Office. (Official White House Photo by Daniel Torok)



March 31, 2026
The Congressional Research Service (CRS) 
By Kyla H. Kitamura

The United States and Canada have one of the largest bilateral trade relationships in the world, including highly integrated energy and automotive markets. Since 1989, U.S.-Canada trade has been governed by the U.S.-Canada Free Trade Agreement, then by the 1994 North American Free Trade Agreement (NAFTA), and now by the 2020 United States-Mexico-Canada Agreement (USMCA).

Since 2025, U.S.-Canada trade tensions have increased following the imposition of U.S. tariffs on key Canadian exports. The two countries, along with Mexico, also are scheduled to engage in a review of USMCA in July 2026, which could lead to significant changes in the agreement. Congress implemented USMCA through legislation (P.L. 116-113) and may need to approve revisions. Congress may consider whether to exercise its prerogatives related to the U.S.-Canada economic relationship, including oversight of U.S. tariffs and the USMCA joint review process.
 
U.S.-Canada Trade Overview


According to U.S. Bureau of Economic Analysis (BEA) data, Canada was the second-largest U.S. goods and services trade partner in 2025. Services trade (e.g., financial services, tourism) is particularly robust, with the United States generally running a services trade surplus with Canada.

According to Statistics Canada data for 2025, Canada exported 73% of its goods to, and imported 46% of its goods from, the United States. Per BEA and Statistics Canada, as of 2024 (latest data available), the United States was the largest source of foreign direct investment (FDI) by stock in Canada ($459.6 billion), and Canada was the second-largest source of U.S. FDI ($732.9 billion). Canada is the largest supplier of U.S. energy imports—including crude oil, natural gas, and electricity. Canada’s share of U.S. crude oil imports by quantity increased from 41% (1.1 billion barrels) in 2015 to 64% (1.4 billion barrels) in 2025.

U.S. Tariffs on Canadian Imports

In 2025, President Trump imposed tariffs on Canadian goods under the International Emergency Economic Powers Act (IEEPA, 50 U.S.C. §§1701 et seq.) and Section 232 of the Trade Expansion Act of 1962 (19 U.S.C. §1862). In February 2026, the U.S. Supreme Court held that IEEPA does not give the President authority to impose tariffs. Subsequently, the Administration ended the IEEPA tariff actions and imposed a 10%, 150-day “temporary import surcharge” on most U.S. imports, including from Canada, under Section 122 of the Trade Act of 1974.

Under USMCA, Canadian goods that are certified as having met product-specific rules can enter the United States largely duty-free; such goods also are largely, but not wholly, exempt from U.S. tariff actions (see Table 1). In 2025, the United States imposed duties on about 13% of U.S. imports from Canada (worth about $50.5 billion total). Most Canadian goods entered duty-free, likely because goods were certified as USMCA-compliant.

Table 1. U.S. Presidential Tariffs on Canada

Authority Canadian Goods Affected (Tariff Rates) Exemption for USMCA-compliant goods
Sec. 122 Most goods (10%) Yes
Sec. 232 Steel, aluminum, and copper (50%) No
Sec. 232 Passenger vehicles and auto parts (25%); trucks (25%), buses (10%), and related parts (25%) Yes (full exemption for parts, partial for vehicles)
Sec. 232 Timber and lumber (10%), certain wooden products (25%), certain semiconductors (25%) No
Source: CRS, compiled from U.S. government documents, as of March 30, 2026.

In March 2025, President Trump imposed 25% tariffs on most Canadian imports (10% on energy and potash) under IEEPA, citing a national emergency at the border with Canada related to illicit fentanyl. President Trump later increased tariffs on Canadian goods to 35%. USMCA-compliant goods were exempt. These tariffs were ended following the February 2026 Supreme Court ruling.

USMCA-compliant goods are exempt from the Section 122 10% global tariffs, as are energy products and fertilizers. President Trump stated, invoking IEEPA, that he would continue to suspend duty-free treatment for all goods shipments valued at less than $800, including from Canada (19 U.S.C. §1321(a)(2)(C), referred to as de minimis). This action is facing legal challenges.


In March 2026, the Office of the U.S. Trade Representative (USTR) launched an investigation into 60 partners, including Canada, regarding their “failure to impose and effectively enforce a prohibition on the importation of goods produced with forced labor” under Section 301 of the Trade Act of 1974 (19 U.S.C. §§2411–2420); depending on the outcome, this could lead to tariffs on Canadian goods.

Sectoral Tariffs. In 2025, President Trump eliminated nearly all exemptions, including for Canada, from Section 232 steel and aluminum tariffs (currently 50%). President Trump has also imposed tariffs on key Canadian sectors, including certain copper products, certain lumber and timber products, and vehicles and auto parts.

Canadian Retaliation. Canada initially responded to U.S. IEEPA tariffs with 25% tariffs on C$30 billion (about $21.8 billion) worth of U.S. imports. Separately, Canadian provinces and territories announced retaliatory measures related to the sale of U.S. alcohol and government procurement. In response to U.S. sectoral tariffs, the Canadian government imposed 25% tariffs on C$29.8 billion (about $21.7 billion) worth of U.S. imports and on non-USMCA-compliant vehicles from the United States, and the non-Canadian, non-Mexican content of vehicles traded under USMCA. Canada has challenged the Section 232 tariffs at the World Trade Organization (WTO).

In April 2025, Canada exempted certain sectors and companies from its retaliatory tariffs on U.S. goods. From September 2025, Canada terminated the retaliatory tariffs it imposed in response to IEEPA and some retaliatory tariffs it imposed in response to U.S. steel and aluminum tariffs. Canadian tariffs remain on U.S. vehicles and C$15.6 billion ($11.3 billion) worth of U.S. steel and aluminum imports. Canadian Prime Minister Mark Carney has announced policies to support the Canadian steel and lumber industries, including prioritizing the use of Canadian materials in government contracts (“Buy Canadian”).

Other Selected Trade Issues

Digital Services Tax Act. In June 2024, the Canadian government enacted a 3% digital services tax (DST) on certain revenue of large digital services providers, retroactive to January 2022. Canada was to begin collecting the DST in June 2025, but the Canadian government announced it would not collect the tax and would take steps to rescind the legislation after President Trump stated that he would terminate trade talks with Canada over the DST. The Canadian government included a repeal of the DST in budget legislation enacted in March 2026.

Online Streaming Act. The Canadian Radio-Television and Telecommunications Commission (CRTC) requires television and radio companies operating in Canada to fund and broadcast a certain percentage of Canadian content. Canada’s Online Streaming Act enables CRTC to regulate entities that broadcast through social media or online streaming services (e.g., Meta, Netflix, YouTube). In June 2024, CRTC announced that it would require online streaming services with annual revenues of C$25 million ($18 million) or more to contribute toward or directly fund Canadian content. The first substantive payment was due in August 2025. Some Members of Congress have proposed legislation directing USTR to investigate whether the act is unfair to U.S. firms (H.R. 8025). Congress may examine the act’s potential impacts on U.S. companies and whether it violates Canada’s commitments under USMCA. USMCA permits Canada to adopt or maintain measures related to a “cultural industry” that would be otherwise inconsistent under the agreement. The other Parties are allowed to take “a measure of equivalent commercial effect” in response.


Automotive. USMCA tightened content requirements for duty-free automotive trade in North America. Mexico and Canada challenged the U.S. interpretation of the requirement—the United States argued for a stricter approach to calculating North American content, while Mexico and Canada advanced a more flexible interpretation of the content requirements. In 2022, a USMCA panel decided in favor of Mexico and Canada but did not determine how the issue was to be resolved. The parties have not reached a resolution.

Critical Minerals Canada is a top U.S. source of key critical minerals. The Defense Production Act (50 U.S.C. §§4501 et seq.) grants Canadian firms eligibility to receive U.S. federal funding, including for critical minerals projects in Canada. At President Trump’s direction USTR sought public comments on a potential plurilateral agreement on critical minerals trade. Canadian officials have expressed a preference for discussing critical minerals as part of overall USMCA talks rather than in a separate sectoral agreement.

Dairy and Supply Management. Canada supports its dairy, poultry, and egg sectors by limiting production, setting prices, and restricting imports (“supply management”). Under USMCA, Canada committed to provide greater access for U.S. dairy exports through 14 U.S.-specific tariff-rate quotas (TRQs), which allow specified quantities to be imported into Canada at preferential duty rates. USTR has challenged Canada’s dairy TRQs twice under USMCA with mixed results. President Trump has criticized Canada’s dairy market policies and suggested imposing tariffs on Canadian dairy products. In June 2025, Canada enacted legislation preventing the government from increasing TRQs or reducing over-quota tariffs for dairy, poultry, or eggs in future negotiations.

Softwood Lumber. The United States and Canada have had a decades-long dispute over trade in softwood lumber—primarily used in residential construction. The last agreement governing U.S.-Canada softwood lumber trade expired in October 2015. Since the agreement’s expiration, the United States has imposed antidumping (AD) and countervailing duties (CVD) on imports of Canadian softwood lumber. Canada has challenged the duties through NAFTA, USMCA, the WTO, and the U.S. Court of International Trade. AD/CVDs apply on top of Section 232 tariffs on timber and lumber imports.

Issues for Congress


Congress has a constitutional role in U.S. trade policy and may consider whether to bolster or curb presidential authorities related to tariffs and trade talks. For example, the Senate-passed S.J.Res. 37 and S.J.Res. 77 and the House- passed H.J.Res. 72 would terminate the national emergency underlying the previously-imposed IEEPA tariffs on Canada. Members seeking greater oversight may direct the Administration and/or agencies such as the U.S. International Trade Commission to assess the economic impacts of U.S. tariffs and Canadian retaliatory measures. Members of Congress could consider whether and how to engage with the USMCA joint review, including seeking changes or preserving existing provisions. Congress also could codify specific U.S. tariff rates on Canada. Such action could prompt consideration about consistency with U.S. trade obligations under USMCA.


About the author: Kyla H. Kitamura, Analyst in International Trade and Finance


Source: This article was published by the Congressional Research Service (CRS)

CRS

The Congressional Research Service (CRS) works exclusively for the United States Congress, providing policy and legal analysis to committees and Members of both the House and Senate, regardless of party affiliation. As a legislative branch agency within the Library of Congress, CRS has been a valued and respected resource on Capitol Hill for nearly a century.

 

NORAD Chief: F-35 “Not Needed” for North American Defense — Canada’s Fighter Jet Review Just Got Tougher?


The Commander of NORAD (North American Air Defence) has said that the American F-35 Lightning II is “not needed” for the North American defence at a time when Canada is dealing with its own F-35 predicament and reviewing the purchase of the American stealth fighter.

NORAD is a bi-national initiative between the United States and Canada and includes missions such as aerospace warning, control, and the defence of North American airspace, which depend on an integrated network of radar, satellites, and fighter aircraft on both sides of the border.

NORAD’s structure ensures the closest available aircraft, regardless of which side of the border it’s on, can respond first to threats, enabling faster intercepts.

Earlier this month, the US commander of NORAD, US Air Force (USAF) General Gregory M. Guillot, told a US Senate Armed Services Committee hearing that fifth-generation fighters such as the F-35 aren’t needed to defend North America.

“Frankly, we don’t need fifth (generation) to defend our borders,” Guillot told the committee. “Those capabilities are better used overseas where their stealth, air-to-ground weapons, and penetration capability are needed,” Guillot added, emphasising that fifth-generation fighters have a role to play in attacking overseas targets.

The US and Israel have shown that the F-35, with its stealth capabilities, allows it to operate with greater impunity in contested environments and can be a critical asset for offensive operations. 

The comments come as the F-35s are currently deployed to West Asia to support the US-Israel “Operation Epic Fury” against Iran. This deployment comes less than a year after the jets were deployed to escort the B-2 stealth bombers that struck Iran’s nuclear facilities as part of “Operation Midnight Hammer” in June 2025. And before the ongoing Iran war, the jets were deployed to the Caribbean ahead of the raid in Venezuela that led to the extraction of former President Nicolas Maduro and his wife.

However, General Guillot’s statement dismisses the role of the stealth fighter in defending the North American airspace. 

He emphasised that NORAD’s role focuses on defensive interception and the protection of continental sovereignty, which often involves quick-reaction alerts against aircraft entering air defence identification zones (ADIZ). This typically does not demand the F-35’s full stealth and sensor-fusion advantages, which are more useful in high-threat, offensive scenarios far from home bases. 

F-35 Canada: Image for Representation

In contrast, Canadian defence policymakers and military officials have repeatedly stated that the F-35 is needed to defend Canadian sovereignty and airspace, contribute to NORAD, and meet NATO obligations.

In fact, the Royal Canadian Air Force (RCAF) has linked the F-35 to NORAD modernisation, citing the need for advanced sensor fusion and situational awareness that would be useful in the Arctic against evolving threats posed by Russian bombers, cruise missiles, or potential hypersonic or low-observable threats.

The service has also often stressed seamless interoperability with US forces, including data-sharing networks central to NORAD operations, as well as the long-term capability to counter higher-end threats.

The US and Canadian forces used F-35s alongside F-16s and F-18s in actual NORAD intercepts. For instance, NORAD scrambled US F-35s and F-22s and Canadian CF-18s to intercept Russian military aircraft over Alaska as recently as March 4, 2026.

Speaking to the Senate committee, General Guillot said NORAD needs more advanced fourth-generation (not fifth-generation) fighters, citing the Boeing F-15EX—the most advanced variant of the Eagle that has formed the backbone of US air superiority missions for decades. The F-15EX is currently being integrated into the USAF and has been purchased by Israel, but has seen limited export success overall.

Intriguingly, the statement comes as Canada sits on a review of its purchase of 88 F-35A stealth fighters. In fact, in January 2026, the US Ambassador to Canada, Pete Hoekstra, warned there would be “significant consequences” for NORAD if Canada did not complete the purchase of 88 F-35As as initially planned. Additionally, the ambassador said, “If Canada is no longer going to provide that [capability], then we have to fill those gaps,” adding that the US military will intervene more frequently in Canada. 

For now, it is not clear whether the Pentagon will decide to replace the F-35s with F-15EXs or other aircraft for NORAD duties, in line with General Guillot’s opinion. However, the timing of this statement is impeccable as it comes amid discussions about Canada’s long-debated plan to acquire F-35s to replace its ageing CF-18s and contribute to NORAD.

Canada’s F-35 Quandary 

The Canadian government inked a CAD19 billion (US$14.2 billion) deal with Lockheed Martin in January 2023 to acquire 88 F-35 fighter jets in four tranches by 2032 to replace the ageing CF-18 jets. However, the Canadian Prime Minister, Mark Carney, put the acquisition under review in March 2025 amid escalating tensions with the Trump administration, as previously explained in detail by EurAsian Times.

The government has since clarified that the Royal Canadian Air Force (RCAF) will induct the 16 jets that have already been paid for, while reviewing the remaining 72.

While the review was expected to be published by the end of summer 2025, it has been pushed indefinitely with no clarity on when a decision will be made.

As of now, the Canadian government has the option to buy 72 Gripen E/F 4+-generation fighter jets from the Swedish company SAAB. Earlier this year, SAAB offered 72 Gripens and 6 GlobalEye surveillance aircraft to the Canadian Armed Forces, adding that it would create 12,600 jobs locally.

“The government is interested in all major projects that can not only protect Canada’s security and sovereignty, but also create jobs across the country,” Canada’s Industry Minister Mélanie Joly told CBC News after SAAB’s offer. ”We certainly can’t control President Trump, but … we can control our defence investments, who we award contracts to, and how we are ultimately able to create jobs in Canada. So we’re going to focus on that.”

Officials and experts in Canada are currently studying the proposals for both aircraft, i.e., the F-35 and the Gripen, to assess the defence and economic feasibility of procuring them. However, amid sustained political differences and the Trump administration’s persistent high-handedness toward Ottawa, this has complicated decision-making.

According to reports in the Canadian media, RCAF officials have urged the Carney government to complete the purchase, arguing that the F-35 is pivotal to the integration and cooperation of the two NORAD partners. Some have also cited the November 2025 leak, which revealed that the F-35 received a 95% rating while the Gripen received just 33% in a 2021 evaluation conducted by Canada’s Department of National Defence.

RCAF officials and veterans have warned against operating a mixed fleet comprising the American F-35 and the Swedish Gripen, labelling it a logistical nightmare. The RCAF commander, Lt.-Gen. Jamie Speiser-Blanchet earlier said, “Both China and Russia have fifth-generation fighter aircraft and fifth-generation missiles that can go at much greater speeds and with much more that are holding Western allies at risk at this moment in time.” Thus, indicating a clear inclination towards the F-35.

In fact, the commander travelled to Lockheed Martin’s Fort Worth production facility earlier this year to sign the fuselage bulkhead for the first Canadian F-35. The jets will be handed to the RCAF sometime later this year.

On its part, the Canadian government has been sending out mixed signals about its position on the F-35 purchase. Last month, for instance, it began making payments for key components for 14 additional F-35s. These expenses were allegedly intended for the purchase of “long-lead items,” or essential components such as avionics, structural assemblies, and other parts that must be ordered years in advance due to the intricate, worldwide production line run by Lockheed Martin. These parts must be purchased far in advance of the delivery of a finished aircraft.

The indefinite F-35 review in Canada and the payments for extra parts, according to some analysts, indicate that Canada may have reached a “no return” threshold. Others, though, think Ottawa is simply being cautious.

While the NORAD Commander has dropped a bombshell, saying NORAD does not need F-35s, one thing is certain: Canada will eventually pledge the F-35s it has purchased for North American defence. Whether it completes the purchase of all 88 F-35s, however, remains to be seen.

  • Contact the author at sakshi.tiwari13 (at) outlook.com