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A hemisphere-first strategy: Ten ways America has redrawn its global role in the new NSS
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A hemisphere-first strategy: Ten ways America has redrawn its global role in the new NSS

Aditya Sinha • December 10, 2025, 19:31:26 IST
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The new National Security Strategy seeks to reshape America’s position within the global order, compressing global obligations while expanding the instruments of coercive economic statecraft.

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A hemisphere-first strategy: Ten ways America has redrawn its global role in the new NSS
US President Donald Trump. Reuters

The new U.S. National Security Strategy (NSS) is a wholesale reprogramming of how Washington conceives power, hierarchy, and strategic purpose. For nearly eight decades, every major NSS (Republican and Democrat alike) treated the United States as a system-stabilising actor with global responsibilities, values-based leadership, and forward military commitments designed to prevent regional dominance by “adversaries”.

The new NSS departs from this consensus at every structural level. It treats the Western Hemisphere as the gravitational centre of American security, recasts Europe as both a vulnerability and an arena for political intervention, reframes Russia as an adversary to be normalised rather than deterred, and places economic leverage—not democratic alignment—at the core of American foreign policy. The result is a strategy that narrows U.S. obligations, expands U.S. commercial assertiveness, and introduces a more hierarchical conception of alliances. Ten takeaways define the magnitude of this shift.

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First, the NSS marks a major geographic inversion in American strategy. Earlier NSS documents, from 2002 to 2022, distributed U.S. strategic bandwidth across Europe, the Middle East, and the Indo-Pacific while describing America as a global stabiliser. By contrast, the new NSS elevates the Western Hemisphere to the status of “primary theatre,” effectively reanimating the Monroe Doctrine as the organising principle of U.S. power. This shift directs military redeployment from other regions to Latin America and the Caribbean, making hemispheric control (not global presence) the basis of American security. This reverses three decades of forward-defence logic and signals that U.S. strategic solvency is now understood as consolidation rather than global extension.

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Second, the document redefines national security in economic, not military or ideological, terms. Previous strategies balanced military deterrence, alliances, and democratic norms to shape global stability. The new NSS replaces this triad with an economic toolkit centred on tariffs, supply-chain redesign, preferential contracting, and sovereign leverage. Foreign policy is re-anchored in commercial advantage. The U.S. seeks no-bid contracts abroad, emphasises industrial policy as a national-security instrument, and frames diplomatic missions as vehicles to secure American corporate access. Power is now conceptualised less as a function of force posture and more as asymmetric economic dependence.

Third, the NSS introduces an unprecedented model of political intervention inside Europe. Earlier U.S. strategies treated Europe as a co-equal pillar of the liberal order, emphasising cohesion, institutional deepening, and shared democratic values. The new NSS reverses that logic. It depicts Europe as a continent weakened by migration, demographic decline, and institutional sclerosis, and directs the United States to “cultivate resistance” within European nations. This is the first time an NSS has authorised shaping political outcomes inside allied democracies. In doctrinal terms, it shifts the U.S. role from stabilising partner to corrective external actor—an extraordinary departure from NATO’s foundational norms of sovereign equality.

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Fourth, the document reframes Russia from a revisionist threat to a system that can be stabilised. Every NSS since 2001 has identified Russia as a strategic adversary requiring long-term deterrence and persistent capability development. The new strategy abandons this posture. It calls for an “expeditious cessation of hostilities” in Ukraine to restore “strategic stability” with Moscow, signalling that the U.S. priority is risk containment, not adversary degradation. This reflects a belief that Russia’s behaviour is malleable through diplomatic sequencing—an assumption sharply at odds with European frontline assessments of Russia’s mobilisation, industrial expansion, and long-horizon confrontation planning.

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Fifth, Ukraine is repositioned from a strategic anchor of European security to a conflict Washington seeks to close. Previous NSS documents emphasised Ukraine’s sovereignty, deterrence reinforcement, and integration into European structures as components of long-term stability. The new NSS focuses instead on conflict termination, reconstruction, and the diplomatic conditions of a settlement. Absent is any articulation of the force-development, deterrence, or institutional guarantees required to prevent renewed aggression. The U.S. objective becomes closure, which represents a major divergence from European expectations of Ukraine as a permanent component of Europe’s security perimeter.

Sixth, the Indo-Pacific section reveals a shift from values-based justification to economic rationalisation. Earlier strategies defined Taiwan’s importance in terms of democracy, rule-of-law credibility, and Indo-Pacific balance. The new NSS highlights Taiwan’s significance primarily through semiconductors, maritime infrastructure, and supply-chain exposure. Deterrence is preserved but reframed around economic disruption rather than ideological stakes. This signals a broader doctrinal move away from democratic identity as a binding element of American security commitments.

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Seventh, the Middle East is recast around governance neutrality. Since the early 2000s, U.S. strategy has alternated between democracy promotion, counterterrorism stabilisation, and conditional partnerships. The new NSS abandons governance conditionality entirely. It commits to engaging states “as they are,” emphasising investment flows, energy infrastructure, and technological partnerships. This marks a clean break from two decades of U.S. pressure for political liberalisation and represents a doctrinal acceptance that alignment can be built without value-based prerequisites.

Eighth, Africa is repositioned from a development theatre to an extractive, investment-focused frontier. Instead of governance, public health, and institutional capacity building, the NSS highlights critical minerals, energy potential, and private-sector opportunities. This follows directly from the closure of USAID and formalises a strategic pivot from aid to resource-driven economic competition. The shift signals that Africa’s role in U.S. strategy is now defined by supply-chain and market logic rather than institutional development.

Ninth, the NSS eliminates democracy promotion as a strategic objective. No prior NSS, Republican or Democratic, has omitted democracy as a pillar of international engagement. The new document does not present democracy as a stabiliser, a competitive advantage, or even a normative aspiration. Instead, authoritarian governments are treated as legitimate partners if they align with U.S. economic and security interests. This is a categorical break from the universalist logic that underpinned American foreign policy from the end of the Cold War onward.

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Tenth, the cumulative effect is a transition from a stewardship model of leadership to a hierarchical model of leverage. Previous strategies saw the United States as guardian of a rules-based order, shaping institutions and distributing security commitments to prevent systemic instability. The new NSS places the United States at the centre of a more transactional architecture in which obligations narrow, alliances become conditional, and American leadership is expressed through concentrated economic and geographic dominance rather than distributed responsibilities. The change is not rhetorical; it is structural. It reduces the scope of American commitments, tightens the hierarchy of influence, and prioritises insulation and advantage over system-level management.

These ten shifts mark the most significant doctrinal transformation in U.S. foreign policy since 1945. The new NSS seeks to reshape America’s position within the global order, compressing global obligations while expanding the instruments of coercive economic statecraft. Whether this recalibration yields stability or accelerates fragmentation will depend less on rhetoric and more on how other major powers—and America’s own allies—adapt to the stark asymmetries it introduces.

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(The author (X: @adityasinha004) writes on macroeconomic and geopolitical issues. Views expressed in the above piece are personal and solely those of the author. They do not necessarily reflect Firstpost’s views.)

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