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Testing Deterrence Limits in the South China Sea

By Geopolitics Desk · 2026-09-09 · 3 min read
A calm, expansive view of the South China Sea with scattered coral atolls and a distant horizon
Illustration: Tradingbird

Washington is recalibrating its Indo-Pacific strategy to counter asymmetric maritime pressure, yet questions remain on whether conventional denial can stop non-kinetic coercion.

The Trump administration is refining its approach to the Indo-Pacific region with a focus on preventing any single power from altering the regional status quo through force. According to GN auto geopolitics/asia-pacific: South China Sea, this strategy places the First Island Chain at the center of a deterrence-by-denial posture. The goal is to make potential aggression infeasible and escalation unattractive, ensuring that the cost of challenging the existing balance of power is prohibitively high.

Elbridge Colby, the U.S. Under Secretary of War for Policy, outlined this framework during his recent visit to Southeast Asia. Speaking in Manila, he emphasized that the region is of paramount importance to Washington. He stressed that the United States seeks partners who share the burden of maintaining stability, rather than protectorates that rely solely on American security guarantees. This diplomatic tone was paired with concrete military commitments, signaling a shift toward a more integrated and resilient regional defense architecture.

Redefining the Alliance Framework

Colby highlighted the Philippines as a model ally for its efforts to modernize its armed forces and coast guard. To support this trajectory, the U.S. announced the rotational deployment of four Fast Response Cutters to operate alongside Philippine maritime authorities. This move aims to enhance interoperability and joint operational capabilities. The administration’s approach combines visible military strength with diplomatic restraint, a formula described as strong and clear but quiet.

However, the strategy faces a significant challenge: the nature of the threats encountered in the region. While the deterrence-by-denial concept is designed to counter conventional military aggression, the Philippines primarily faces low-intensity, asymmetric coercion. This includes dangerous maneuvers, the use of water cannons, and the presence of maritime militias. Critics argue that traditional military postures may not be sufficient to deter these ambiguous, non-kinetic forms of pressure that aim to exhaust rather than defeat.

Escalating Maritime Coercion Patterns

Data indicates a sharp rise in incidents targeting Philippine interests in the South China Sea. Between 2021 and 2026, there were 168 Chinese-initiated naval and air incidents, accounting for 77 percent of all such events since 1949. This surge has coincided with the strengthening of the U.S.-Philippine alliance and more assertive Philippine patrols. The methods of coercion have also diversified, ranging from blocking resupply missions to direct physical confrontations.

At Second Thomas Shoal, incidents have escalated from dangerous maneuvers to the use of lasers and physical violence. In one notable incident in 2024, personnel boarded Philippine vessels and used implements, resulting in injuries to Filipino crew members. Similar patterns of pressure have been observed at Scarborough Shoal and Sabina Shoal, where sustained deployments and close-quarter tactics are used to assert control. These actions often remain below the threshold of armed attack, complicating the legal and strategic response for the Philippines and its allies.

Challenges for Conventional Deterrence

The central question for policymakers is whether an architecture designed to defeat conventional forces can effectively deter these gray-zone tactics. The current approach relies on the assumption that visible military capability will discourage aggression. Yet, the persistence of coercive activities suggests that the cost-benefit calculation for the opposing side remains favorable. This gap highlights the need for a more nuanced understanding of how deterrence applies to non-kinetic threats.

As the situation evolves, the focus will likely shift toward developing tools that can address asymmetric pressure without escalating to full-scale conflict. This may involve enhanced surveillance, diplomatic coordination, and legal frameworks that clarify the rules of engagement. The next steps will depend on how effectively the alliance can adapt its strategies to the specific realities of maritime coercion in the South China Sea.

Based on reporting by GN auto geopolitics/asia-pacific: South China Sea, compiled by the Tradingbird desk.

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