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Hymn to Hai Kun: The Gap Between Ceremony and Capability

By Meng Kit Tang

A Myth Before the Launch

In June 2026, the chairman of Taiwan’s China Shipbuilding Corporation’s (CSBC), announced that  the Hai Kun submarine was “on track” for delivery in 2026, but something else he said was even more telling. He added that pressure from the People’s Republic of China “has always existed,” on the program and that even after contracts are signed and parts are built, a shipment of parts can still be stopped at the last minute for political reasons.

That is an unusual thing for a shipbuilder to admit about his own supply chain. It means no deal with the suppliers behind Hai Kun is fully safe from Beijing until the part is delivered and actually installed on the boat.

As of its most recent sea trials in late July, its twentieth in all, the submarine’s delivery date remained officially unset, even as the pace of testing visibly picked up.

The submarine’s name fits this uncertainty better than anyone probably intended. Kun is a giant fish from the ancient Chinese text the Zhuangzi, so large no one can say how far it stretches, and it turns, within the same passage, into a bird whose wings blot out the sky. Taiwan named its first homemade submarine after this creature.

Before the boat ever touched water, before a single piece was welded, it already carried a story about becoming something vast, far more than a 2,500-tonne submarine could realistically live up to. A supply chain Beijing could disrupt at any point was never going to live up to it either.

That gap between the name and the actual submarine is really the whole story of this program. The launch ceremony in September 2023 built a big public celebration on top of a name that already promised too much, and in the three years since, the celebration has moved faster than the shipyard.

Delivery keeps slipping. The president has boarded the boat for photos that were later used against him. The ceremony made a statement about Taiwan’s ability to defend itself, one that the submarine’s uncertain legal status, its thin and shared torpedo supply, and a follow-on fleet that mostly exists on paper have not yet been able to back up.

The Liturgy of Launch

President Tsai Ing-wen led the launch ceremony at CSBC’s shipyard in Kaohsiung on September 28, 2023. A flag was draped over the submarine’s bow. “History will forever remember this day,” she told the crowd. “In the past, a domestically produced submarine was considered a mission impossible. But today, a submarine designed and built by our countrymen is in front of you.”

Two weeks later, in her National Day speech, she went further: building a submarine at home, she said, had been the dream of Taiwanese presidents for three decades, and now Taiwan had done it. The claim had grown between the two speeches.

One boat was now standing in for thirty years of hope.

By January 2026, when the submarine completed its first dive, the crowd watching had changed too. It was no longer just officials. Ordinary people gathered and chanted “Let’s go, Hai Kun” as it went under. A government can organize a ceremony. It cannot make a crowd show up on its own to cheer a test dive. Whatever problems the program has had, public support for it is real, not just something manufactured from the top.

The ceremony is doing two jobs most countries never have to combine. Building a weapon shows what a country’s industry can do. Being recognized as a state usually needs no proof at all. Taiwan does not have that luxury. Every time the Hai Kun appears in public, it has to do both: show the submarine works, and quietly assert that the government building it has the right to build anything at all.

Three years is a long time to keep a single launch day feeling meaningful. The submarine was originally due to the Republic of China Navy in November 2025. That date has slipped again and again, most recently to sometime in the second half of 2026.

In March 2026, Defense Minister Wellington Koo told reporters the ministry would simply stop giving delivery dates. That’s an unusual thing for a government to admit about its own flagship project. The month before, President Lai told the legislature that Taiwan would be in a stronger position today if a submarine bid had passed back in 2005, when he was still a lawmaker.

It is rare for a sitting president to admit that his signature program is not really a new achievement, but two decades of catching up, done in public.

The ceremony’s own photos have since been used against it. When Lai visited the docked submarine in March 2026, the Presidential Office released photos meant to show confidence and progress. Within days, lawmakers pointed out problems visible in those same photos: missing rivets, water stains, a bunk curtain that would not slide properly.

CSBC admitted the flaws were real, blaming “incomplete restoration following work done.” That’s the shipbuilder’s own explanation, not a critic’s, and it gives away something more telling: the boat had been taken apart and put back together in a hurry, or with the assumption that no one would look too closely, and some pieces never quite made it back into place.

None of this affects whether the submarine can actually dive. What it affects is trust. The government’s own photos, meant to reassure, instead gave an already-doubtful legislature something concrete to point at.

One Hull, A Fleet Still Sung

CSBC has said plainly what these boats are for: making it costly for China to blockade Taiwan or land troops there, and pushing back Chinese carrier groups near the strait.

In short, the goal is not to control the strait outright but to make crossing it expensive. Keep that purpose in mind, because most of what follows is about how much of the fleet meant to do this job does not exist yet.

The number eight has carried a lot of weight in this program’s story ever since Taiwan formalized its plan to build eight submarines at home. CSBC’s chairman complicated that number in May. He said a US assessment of Taiwan’s situation puts the real need closer to twelve boats, based on the standard naval rule that a fleet needs about three hulls for everyone it can keep on active duty, since the rest are in training or repair.

Eight was the ceremony’s number. Twelve, according to the builder’s own account of what Washington thinks Taiwan needs, is the working number.

The torpedoes tell a similar story. Taiwan has a confirmed order for 28 Mark 48 Mod 6 torpedoes, 24 for combat and four for training, arriving in batches: four in 2026, fourteen in 2027, and ten in 2028.

These are not just for Hai Kun. They are to be shared with the two older Chien Lung-class submarines Taiwan bought from the Netherlands in the 1980s, which will likely still be in service when the new torpedoes arrive.

So a navy planning for eight modern submarines will, for years, be working with a torpedo supply sized for a much smaller, older fleet. A parallel case shows how wide that gap between paper and hardware can run: the navy has held a signed contract since 2017 to upgrade 168 lightweight MK-46 torpedoes, used by surface ships and patrol aircraft, to the newer MK-54 standard, originally due by 2022.

Audit findings released this year show it slipped to 2025 through 2027, arrived as scattered, undocumented parts the navy could not assemble into a single working torpedo, and sat for nearly three years after Washington flagged a 91 percent failure rate in the components, without the navy procuring replacements or reassessing the schedule.

Two of the seven follow-on submarines already have a signed contract, the first pair in a build sequence of two, three, and two boats, changed in 2024 from an earlier plan of three, two, and two so the navy could adjust later designs based on lessons from the first boat.

But the roughly one billion Taiwan dollars set aside for those two boats stays frozen until the Hai Kun finishes its sea trials and the defense ministry submits a full report to the legislature. The contract exists. The money does not move until the first boat proves itself.

Right now, the next stage of the fleet is a signature on paper, not steel in the yard.

None of this means the program is failing. Prototype submarines often run late and hit technical problems. Hai Kun’s technical setbacks during 2024 sea trials, and its recovery from them, are unremarkable by the standards of building a first-of-its-kind submarine.

What’s worth noticing instead is the gap between how the two sides of this story get told. The ceremony announced a fleet built to deny an enemy the strait. Three years later, the shipyard has one hull, a torpedo stock it shares with older boats, and a signed contract for two more submarines whose funding won’t move until the first one proves itself.

A state whose international standing partly depends on looking self-reliant has every reason to let the ceremony’s promises outpace the shipyard’s progress, because the political payoff comes the moment the cameras catch the launch, while the military payoff is only tested in a crisis nobody wants to see happen.

The Boats With No Liturgy

The contract for the first two follow-on submarines was signed quietly. No flag, no crowd, no presidential speech. That makes sense: there was no boat yet to photograph, and a ceremony needs something physical to celebrate, a hull, a hatch someone can climb through for the cameras.

A signature on a contract and a frozen budget line do not give a ceremony anything to work with, so nothing was held. The state stays loud about the one submarine it has and silent about the seven it has not.

That difference matters. The 2023 ceremony could afford to oversell, because the boat was real and would eventually prove the claims true or false in public, one sea trial at a time. The seven boats still on paper do not get that kind of scrutiny, because nobody is making loud claims about them yet. That sounds safer, but it might not be.

A promise made in public can be checked against reality, slowly and awkwardly, but checked. A promise never made in public can’t be checked at all. The part of the fleet we know least about is also the part we talk about least, and that’s probably not a coincidence.

A Congregation That Cannot Say Its Own Name

The ceremony has a second audience, one the launch event never addressed because it could not.

Components and technical help for Hai Kun came from engineers and firms in seven countries: Australia, Canada, India, Japan, Spain, the United Kingdom, and the United States. In several cases the work had to go through arm’s-length companies, because Beijing has long warned that any country helping Taiwan build a submarine would pay a diplomatic price.

None of these governments has stood at a podium beside Tsai or Lai to say what it contributed, a silence that likely protects each supplier’s relationship with Beijing more than it protects Taiwan’s submarine.

Taiwan can claim an internationally assisted, non-Red supply chain. It cannot name who took part, and those who did are not offering.

After the Music Stops

CSBC, Hai Kun’s builder, lost money on the submarine program because of delays and warranty costs. It returned to profit over the next two quarters, supported by both its commercial shipbuilding business and follow-on submarine contracts.

The two sides of the business help sustain each other.

The 2023 launch ceremony is not disproved simply because the navy has yet to receive the submarine. Ceremonies like this are not judged immediately. They are judged over time, as events either confirm or undermine their promises. But that process cannot continue indefinitely.

Every year the Hai Kun remains undelivered widens the gap between the optimism of the launch and the submarine still sitting in dry dock at Kaohsiung.

Eventually, reality catches up. The Hai Kun enters service, joins the fleet, and validates the ceremony in retrospect. Or the follow-on submarines never materialize, leaving the ceremony remembered more clearly than the capability it promised.

Tang Meng Kit is a Singaporean freelance analyst and commentator who works as an aerospace engineer. He graduated from the S. Rajaratnam School of International Studies (RSIS), NTU, Singapore in 2025.

Featured image: President Lai Ching-te inspects the Hai Kun. (Wikimedia Commons photo)

Beyond Drug Seizures: What Nigeria’s Meth Labs Reveal About the Flow of Transnational Crime

By Ebunoluwa George Ojo-Ami and Dr. Ian Ralby

The recent discovery of covert methamphetamine laboratories in southwestern Nigeria should not be viewed simply as another successful drug raid. Instead, these operations provide a glimpse into an emerging reality, revealing a fundamental shift in how transnational criminal organizations are actively adapting their production models, expanding their geographic footprint, and embedding themselves deeper within West Africa.

In June 2026, Nigeria’s National Drug Law Enforcement Agency (NDLEA) uncovered an industrial-scale methamphetamine laboratory hidden within a forested area of Oyo State, arresting a Mexican national alongside four Nigerian accomplices. The operation came only weeks after authorities dismantled a Nigerian-Mexican methamphetamine syndicate operating another clandestine laboratory in Ogun State, resulting in the arrest of three Mexican nationals and six Nigerians.

The presence of foreign meth “cooks” operating in Nigeria is particularly significant. It shows that criminal networks are not merely using West Africa as a transit corridor for narcotics, but increasingly as a production hub. This shift suggests a deliberate strategy: relocating portions of the drug manufacturing chain closer to the markets, exploiting areas perceived as lower-risk operating environments, and diversifying logistics networks to improve concealment from law enforcement. If drug production can occur in Africa to supply both the African and European markets, it reduces the maritime visibility of the supply chains. Precursor chemicals can come from other parts of the world, complicating patterns of maritime drug enforcement in the region that have been working to improve their effectiveness in recent years and testing the legislation of coastal states.

The maritime dimension of this shift deserves closer scrutiny. The move from trafficking finished products across oceans to producing drugs closer to destination markets does not make the maritime angle disappear; it changes what security agencies and authorities need to detect. A laboratory hidden inland may have no obvious narcotics signature at the port, yet the production chain will still depend on the movement of raw material or precursor chemicals, equipment, solvents, financing and other inputs across borders. The United Nations Office on Drugs and Crime (UNODC) has documented how precursor chemicals can enter West Africa through commercial channels and then be relocated to the site that is most logistically convenient, complicating efforts to differentiate between legitimate commerce and illicit diversion. Nigeria’s current enforcement experience also shows how central the maritime domain remains: in June and July 2026, NDLEA reported major seizures at Lagos ports involving containers that had moved through multiple international transshipment points before reaching Nigeria. The implication is that maritime enforcement cannot focus only on identifying finished narcotics. It increasingly has to understand the wider supply chain that makes inland production possible. That places greater importance on intelligence sharing among customs, port authorities, navies, coast guards, police forces, drug-enforcement agencies and international partners, particularly where legitimate commercial cargo can provide cover for illicit movements.

Two Mexican criminal organizations are driving this expansion: the Sinaloa Cartel and the Jalisco New Generation Cartel (CJNG). According to Vanda Felbab-Brown of the Brookings Institution, the Sinaloa Cartel pioneered the African cocaine corridor, focusing initially on routing cocaine through Africa into Europe. CJNG followed with a characteristically more brutal and intense approach, an organization described by the International Institute for Strategic Studies as “more aggressive, ruthless and less willing to negotiate with rival power centers when moving into new territory,” with a presence on every continent except Antarctica.

Historically, West Africa’s role in the global narcotics trade has centered on transshipment. The region became an important corridor for cocaine moving from South America to Europe and, increasingly, for synthetic drugs destined for international markets. However, recent events show the region in an active phase which has been tested before, one in which it is becoming a site of industrial-scale production itself.

The choice of remote forest locations for these labs is equally telling. Such areas provide concealment from authorities, reduce the likelihood of accidental discovery, and allow criminal groups to establish secure operating bases with minimal scrutiny. This mirrors trends observed elsewhere in the world, where organized crime groups have increasingly moved production facilities away from certain areas into isolated environments that offer operational security.

The involvement of Mexican nationals also raises important questions about knowledge transfer. The global methamphetamine trade relies heavily on technical expertise and specialized production methods. As foreign criminal actors establish themselves in West Africa, there exists the possibility that these skills could gradually be transferred to local criminal networks, reducing dependence on external expertise and potentially enabling indigenous production capabilities to emerge over time. This might not be accidental, but could be a franchise model, where international expertise is embedded locally to build sustainable capacity.

A consequential question may be whether specialized knowledge becomes locally reproducible. The arrest of a foreign methamphetamine expert is an important enforcement success, but the long-term strategic concern is what happens if foreign expertise is gradually converted into local capability. Nigeria already has established chemical, pharmaceutical and logistics sectors, and UNODC has noted the country’s capacity to produce synthetic drugs alongside its role as an importer of precursor chemicals for legitimate pharmaceutical activity. That dual-use environment creates a difficult enforcement problem: the same commercial ecosystems that support legitimate industry can also provide knowledge, materials, equipment or logistical services that criminal actors may seek to exploit. The concern is not that legitimate industry is inherently complicit, but that criminal networks can draw on expertise and infrastructure that already exist. Over time, this could make production more resilient, because the network would no longer depend on a small number of foreign specialists. What begins as imported expertise could become embedded capability.

With distinctive drug production – particularly West African Kush and some forms of cannabis resin – already creating new directions in drug flows from Africa to other parts of the world, including to Latin America and the Caribbean, the expansion of drug production in Nigeria could spell trouble.  In a country known for innovation and enterprise, establishing domestic illicit drug-making facilities could help fuel not only a growing demand for drugs in the African market, but a global demand for novel substances.

From a strategic perspective, these events may reflect broader changes within the global narcotics economy. Intensified counter-narcotics operations in the Americas, increasing maritime interdiction efforts, and heightened surveillance of established trafficking corridors have forced criminal organizations to adapt. Organized crime thrives on flexibility. When one route becomes difficult, another is created. When one production center becomes too risky, new locations emerge.

Africa may increasingly present itself as an attractive alternative offering lower operational risks, growing consumer markets, enforcement capacities gaps in certain jurisdictions, and access to new smuggling networks. The continent’s extensive coastline, busy commercial ports, and historical role in illicit trafficking routes also provide opportunities for integrating locally produced narcotics into existing maritime logistics chains.

This is where the issue transcends narcotics enforcement and becomes a broader security concern. Drug trafficking networks are rarely isolated enterprises. They are interconnected with money laundering, corruption, arms trafficking, document fraud, prostitution and sex trafficking and other forms of organized crime. The same criminal ecosystems that move drugs can also facilitate other illicit activities that undermine governance and regional security.

These developments deserve close attention. The recent events on industrial-scale drug production in Nigeria highlight how transnational criminal networks continue to adapt and exploit gaps across both land and maritime domains. While the laboratories themselves may be hidden deep within forests, the networks that sustain them are inherently transnational, relying on logistics, financial flows, and trafficking routes that extend far beyond Nigeria’s borders.

There is, of course, an irony to all of this. As global supply chains begin to crack and break under the strains caused by various strategic shocks (most notably conflicts at critical maritime choke points currently impeding the flow of about 20% of global energy), we see a general trend towards shrinking supply chains. By localizing food supply chains and others that are critical for human needs, we can potentially avoid the long shipment requirements, costs, and uncertainties around accessing goods in the globalized marketplace.

Drug cartels seem to be doing something similar while, at the same time, diversifying their footprint so as to ensure greater business resiliency and continuity amid these turbulent times. As many of the counter-narcotics entities, agencies, and mechanisms are focused on historic styles of drug flow, the cartels will likely have an advantage for some time, waiting for bureaucratic mechanisms to catch up and change mandates to focus on the necessary elements, including precursor chemicals and African-origin drugs. The question is how much damage can be done during that time delay?

The latest NDLEA operations are therefore more than drug seizures; they are indicators of an active threat environment. They suggest that West Africa’s role in the global narcotics trade is changing from a corridor of transit to a node of production.

Ebunoluwa George Ojo-Ami is a senior analyst specializing in maritime security, intelligence analysis, and unmanned systems across Africa’s maritime domain. His expertise spans Gulf of Guinea security dynamics, OSINT-driven intelligence analysis, maritime domain awareness, port and offshore security, drone threats, and the evolving use of unmanned systems in maritime security and operations by both state and non-state actors across Africa. His analysis has been featured in international security and maritime publications, and he has previously appeared on CIMSEC’s Sea Control podcast to discuss security challenges in the Gulf of Guinea.

Dr. Ian Ralby is President of Auxilium Worldwide, a charitable nonprofit that, among other things, focuses on ocean governance, and he is CEO of I.R. Consilium, a maritime and resource security consultancy. He is a globally recognized expert in maritime law and security and has worked in over 100 countries around the world, including having done extensive work on counter narcotics in the Caribbean and the Gulf of Guinea.

Featured image: Nigerian Navy and Police Force personnel conduct Visit, Board, Search and Seizure training during exercise Obangame Express 2023 in Lagos, Nigeria, Jan. 25, 2023. (U.S. Navy photo by Mass Communication Specialist 2nd Class Andrea Rumple)

The Human Element of Sea Power: Ports, People, and Presence in the South China Sea

By Eleanor Gaudion and Michael Posey

American maritime strategy in the South China Sea often starts by counting ships. Planners must keep enough hulls forward to contest Beijing’s constant pressure and its excessive maritime claims. The number of ships matters because a Navy that is too small, too strained, or too delayed in maintenance cannot meet the demands of a global maritime power. Still, ship counts, or a fleet’s volume of tonnage, can pull the conversation in the wrong direction. In 2005, Admiral Michael Mullen, then the Chief of Naval Operations, argued for a 1,000-ship navy. However, the basis of his call was not “more hulls.” Instead, he envisioned a multinational “fleet-in-being” that leveraged international cooperation to achieve maritime domain awareness, mobility, and access.

Strategists often reduce Alfred Thayer Mahan to the apostle of fleets, commerce, bases, and command of the sea. His framework also emphasized the human element. In The Influence of Sea Power upon History, Mahan lists six principal conditions affecting sea power. The list includes geographical position, coastline accessibility, extent of territory, and population size, as well as the “character of the people” and the “character of the government.” Sea power cannot be pigeonholed as simply hulls and military strength afloat. It also depends on national habits, political will, maritime culture, institutions, and the human systems that allow ships to achieve strategic effects.

Mahan’s principles remain relevant in the South China Sea. The number of ships the United States has must be considered alongside where those ships can go, how long they can remain forward, and whether partners want them there. Access drives that problem. Access constitutes a range of possibilities, from overflight rights to permanent garrisons. It also includes the permissions and practical support that allow forces to enter, operate, replenish, repair, and work with partners. While basing gives a navy staying power, access enables presence.

The U.S. Navy does not need to match the People’s Liberation Army Navy’s local presence ship for ship in the South China Sea. Instead, the U.S. Navy needs access that links lawful operations at sea to port visits, exercises, repair arrangements, and partner relationships ashore. The human element of sea power, built on trust, access, and routine cooperation, turns ship presence into influence. The decisive factor in the South China Sea is not ship numbers or capabilities alone, but the human infrastructure of access, repair, and partner trust that allows ships to operate with purpose and endurance.

Port visits, recurring exercises, maintenance agreements, professional exchanges, or staff talks at a partner-nation headquarters may seem modest compared with carrier strike group operations or a shipbuilding plan. Yet routine interactions hold quiet, practical meaning, such as helping port authorities learn what a U.S. ship needs, helping commanders from different navies understand one another, and making a partner government more comfortable agreeing to future American requests. Though day-to-day formalities may seem insignificant, they can shape possibilities in the South China Sea in crisis or in conflict.

Naval campaigning blends hard and soft power, but the better frame for the South China Sea is the human element of sea power. Joseph Nye defines soft power as the ability to get desired outcomes through attraction and persuasion rather than coercion or payment. Smart power, an integrated strategy and toolkit that draws on both hard and soft power, aids planners in framing naval campaigning most effectively. While the concept helps, it should not distract from the practical maritime point: naval power works best when ships, ports, repair facilities, embassy teams, and partner navies reinforce one another through cultivated and sustained relationships.

The South China Sea Problem and Freedom of Navigation Operations

The South China Sea links the Pacific and Indian Oceans through vital trade routes. Roughly one-third of global shipping passes through it. China uses excessive legal claims, coast guard operations, maritime militia pressure, and the militarization of South China Sea features to routinize its presence and justify its claims. Although the 2016 arbitral tribunal rejected China’s expansive maritime claims, Beijing continues to press its position, as reflected in the Department of Defense’s 2024 China Military Power Report and CSIS reporting on Chinese coercive tactics at Second Thomas Shoal.

In the South China Sea, the United States does not need to chase every Chinese patrol. It needs to appear often enough, with enough purpose and enough partners, to render Chinese coercion ineffective. Freedom of navigation operations (FONOPs) remain necessary. These operations challenge excessive maritime claims, preserve legal positions, demonstrate operational access, and reassure partners that the United States will not treat coercive claims as settled facts. FONOPs matter for strategy and alliance politics, as they are lawful and legitimate, resting on treaty law, customary international law, and long-standing U.S. legal positions.

A recent example shows how they support the narrative of a “Free and Open Indo-Pacific.” In August 2025, USS Higgins conducted a freedom of navigation operation near Scarborough Shoal. Beijing claimed it had expelled the destroyer; the U.S. 7th Fleet rejected that claim and said Higgins operated in accordance with international law before continuing normal operations. USNI News, Reuters, and the Associated Press captured the ambiguity: a U.S. warship asserted navigational rights, while China sought to recast the same event as a sovereignty narrative.

Freedom of navigation operations do not build partner capacity on their own. They cannot repair ships or make access automatic. They work best when they are not one-off events. A legal challenge at sea should connect to the next port visit, the next exercise, the next repair arrangement, and the next conversation with a partner navy. When port partnerships are grounded in the human element of sea power, the logistics, operations, and wartime readiness of both navies stand to benefit.

Port Visits Are Strategic Acts

When new sailors visit a port, their leaders remind them that they are ambassadors. Some may hear that as a warning to behave ashore. Most understand that port visits also build relationships and continue service in another form. With timeless ceremony, liberty, public affairs, and diplomatic theater, port visits remind hosts that U.S. naval power arrives with people, expectations, and presence, not only steel. A 1921 Proceedings article described foreign port visits and official calls as routine duties involving courtesy, ceremony, and relations with foreign officials. Likewise, a warship entering port by invitation shows that the host government has chosen to cooperate with the United States.

A port visit alone, even to a country with close ties to Beijing, will not deter China. Port visits, however, can make deterrence more politically sustainable. A ship in port gives visible proof that the United States is welcomed and able to operate with partners. Port visits also create human contact that a communique cannot replicate. Commanders meet their counterparts. Supply officers and port authorities learn requirements and test procedures. Defense relationships become personal.

Vietnam and Malaysia show how cautious partners can still create room for maritime cooperation. The USS Carl Vinson’s 2018 visit to Da Nang marked the first U.S. aircraft carrier visit to Vietnam in more than forty years, and the USS Ronald Reagan Carrier Strike Group visited Vietnam in 2023. The USS Abraham Lincoln’s 2024 port call at Port Klang was the first U.S. carrier visit to Malaysia in 12 years. These visits did not transform Vietnam or Malaysia into U.S. allies. Their contribution is more modest, and more useful: they make cooperation visible and routine without forcing partners into a binary choice.

Port visits to the Philippines convey a different message. As a U.S. treaty ally directly exposed to Chinese pressure, the Philippines is increasingly vital to the U.S. posture in the South China Sea. The U.S.-Philippines Bilateral Defense Guidelines describe the importance of alliance coordination, including access to agreed locations under the Enhanced Defense Cooperation Agreement. Even in the Philippines, U.S. Navy access depends on domestic politics, public trust, alliance management, and a shared sense that American presence contributes to Philippine security rather than simply serving American requirements.

The Philippines also illustrates why access must be handled carefully. After a port call and fuel stop in Subic, USS Guardian ran aground on Tubbataha Reef in 2013, damaging a protected site and forcing the Navy to dismantle the ship in place. The United States later paid the Philippines nearly $2 million for damage to the reef. Access is a privilege sustained by discipline, local awareness, and strategic empathy for the host nation.

Relationships Become Access

Access, basing, and overflight do not appear automatically when a crisis begins. They are built over time through trust, repeated contact, legal arrangements, mutual benefit, and political confidence. Security cooperation helps build trust conditions that contribute to access, basing, and overflight outcomes. Military access to allies and partners in the Indo-Pacific could shape the outcome of a conflict, and lower-level peacetime access, such as overflight and logistics, can matter even if combat access remains politically sensitive.

In a crisis, governments rarely grant access to strangers. They are more likely to grant it to people and institutions they already know, and to forces they trust will act with discipline. That trust is built through exercises, exchanges, port calls, staff talks, coast guard engagements, logistics planning, and professional military relationships. The relationships built now shape which access decisions are politically possible in a time of crisis.

This is where the human element of sea power matters most. The United States should not treat naval operations, diplomacy, economic cooperation, and sustainment as work done in separate rooms by separate people. A port visit can open the door for a multinational or bilateral exercise. Exercises can reveal logistics requirements and test assumptions. A logistics agreement can facilitate future access for repairs. Repair cooperation can generate economic benefits. Political support can create access during a crisis.

The Indo-Pacific will not follow a NATO template anytime soon. Instead, each relationship must be nuanced and bilateral to deliver the best outcomes for both countries. Vietnam and Malaysia may offer political access and maritime diplomacy. The Philippines may provide operational access, geography, and alliance-enabled logistics. Meanwhile, Japan, Singapore, South Korea, and Australia are stronger candidates for maintenance, repair, replenishment, and industrial support. The United States must continue to work with each partner on what they can actually support.

Japan’s value to this network could extend even further. In a Foreign Affairs interview, Oriana Skylar Mastro argued that Japan fighting alongside the United States in a regional conflict from the start rather than shifting to a later supporting role could strengthen deterrence. Japan’s geographically forward-positioned ports enable a much shorter response timeline. The speed advantage would not be a function of hull numbers, but instead a function of years of exercises, staff talks, and routine interactions that have facilitated Japan’s response rather than requiring negotiation in a time of crisis. Routine human interaction leads to familiarity, which leads to fast, credible ally responses.

Maintenance Enables Maritime Influence

Presence breaks down when ships cannot be repaired, replenished, or politically sustained. A ship that can be repaired forward returns to operations faster. A ship that must transit long distances for maintenance pays a tax in time, fuel, and availability. A fleet tied to a few fixed facilities becomes easily targetable and narrows its own options. Delayed maintenance imposes real readiness costs.

The Navy already relies on forward repair in several places. Naval Sea Systems Command describes the Ship Repair Facility and Japan Regional Maintenance Center as keeping the Seventh Fleet mission-ready from Yokosuka and Sasebo. At the same time, its Singapore detachment supports repair work across the region. Australia is developing the Henderson Defense Precinct to support naval shipbuilding and sustainment. In South Korea, the Navy reported that USNS Wally Schirra completed major maintenance in 2025.

Forward sustainment already exists in pieces. The Navy already thinks in terms of refuel, rearm, resupply, repair, and revive, and it already uses forward repair facilities, allied shipyards, and partner access. But the Western Pacific demands a more integrated approach to logistics, resupply, and sustainment than the current system provides.

History reinforces the point. Mahan is sometimes reduced to a “more ships” (or bigger fleet) thinker. Still, The Influence of Sea Power Upon History was also about commerce, bases, maritime infrastructure, and national systems that enable fleets to operate over long distances. World War II offers an even more practical example. In the early 1940s, Service Squadron Ten performed many functions of an advanced naval base in the Pacific, supporting voyage repairs and helping return ships to service without sending every damaged vessel back across the ocean. But that access did not appear by magic. At Ulithi, survey work, pontoon piers, repair ships, floating dry docks, tenders, welders, carpenters, electricians, shipfitters, and command and control arrangements turned a lagoon into a functioning forward base. Although the contemporary Indo-Pacific differs, the lesson still holds: maritime power depends on forward sustainment, and forward sustainment depends on relationships, access, skilled people, and political preparation.

Economic Cooperation Makes Presence Less Extractive

Partners cannot see themselves as being taken advantage of, as it neither serves them nor American interests. Ship repair, port infrastructure, workforce development, technical training, logistics contracts, maritime domain awareness support, and industrial partnerships can help partners build capacity while improving American endurance.

The Indo-Pacific Maritime Security Initiative supports partner maritime security and human capital development. In the Philippines, the U.S. Embassy’s transfer of mobile energy systems to Palawan demonstrates how partner-capacity efforts can connect infrastructure, resilience, and maritime access in a contested area. Allied participation in maintenance, repair, overhaul, and shipbuilding cooperation offers one path for strengthening endurance. Japanese shipyards could serve as forward maintenance hubs, improving readiness and creating stable demand for Japanese industry. These initiatives enable shared maritime endurance: more repair options for the United States, more work and capacity for partners, and fewer single points of failure for everyone.

The Human Infrastructure of Maritime Power

The United States should think of relationships as maritime infrastructure. Ports, drydocks, logistics hubs, legal agreements, and maintenance facilities matter. Behind each of them are people: port officials, shipyard workers, diplomats, logisticians, naval officers, coast guards, local political leaders, embassy teams, and sailors who have interacted with one another before a crisis. This kind of infrastructure is easy to miss because it does not appear to be a source of combat power and does not appear in fleet-size comparisons or shipbuilding plans. However, in a crisis, it may determine whether ships can enter port, whether repairs can be made, whether logistics can flow, whether partners accept political risk, and whether American presence is seen as legitimate.

Some of the great strategic thinkers can help us understand the importance of the human element of sea power. Clausewitz reminds us that military action remains connected to political intercourse, not divorced from it. Mahan reminds us that sea power depends on commerce, bases, national systems, and the ashore infrastructure that allows fleets to operate across distance. Corbett reminds us that maritime strategy is about communications and movement, not simply occupying ocean space. James Cable’s theory of naval diplomacy reminds us that navies are political instruments below the threshold of war, using limited naval power to secure advantage or avert loss. In sum, maritime presence is not created by hulls alone. It is created by relationships, permissions, habits, and support networks that allow hulls to have political effects.

China’s advantage in the South China Sea is proximity and persistence. The United States draws its advantage from a network of allies and partners, global mobility, operational experience, and legitimacy when it acts in defense of lawful maritime use. The U.S. advantage must be cultivated as the competition for the South China Sea remains a contest over whose presence is more legitimate, sustainable, and politically useful.

China understands the logic of employing the human element of sea power. In Cambodia, Beijing has financed the expansion of the Ream Naval Base, rotating Chinese ships through its pier, and framing the arrangement as a mutual-benefit partnership rather than a foreign outpost. This comparison is instructive rather than reassuring. Cambodia’s government insists that Ream remains open to any friendly navy, yet years of opacity about the terms of access open a door to Beijing and Phnom Penh familiarity that could prove impactful in wartime. That uncertainty, or strategic ambiguity, can be useful to China, yet also points to an opportunity for the U.S. While China’s version of relationship building runs through dependency and quiet leverage, the American version depends on a wider set of partners who retain the standing and political space to say no. The United States does not win the human element of the sea by default. It wins by ensuring its access is transparent, consensual, and reciprocal in ways that Beijing’s arrangements are not.

While these behaviors reflect diplomacy and logistics, they also constitute sea power. Ships cannot exercise influence where they cannot enter, repair, or remain. The U.S. Navy does not lack port visits, exercises, or repair arrangements, but sometimes these activities are treated as separate events rather than as parts of the same maritime campaign.

Implications for Maritime Planners

Navy and joint planners should plan port visits as campaign events rather than courtesy calls. The Navy sets a theater by increasing its access to key terrain, such as ports near a chokepoint. Therefore, a port visit should do more than put sailors ashore and generate photos. It should test access, build relationships, support public diplomacy, reveal logistics friction, and set conditions for the next engagement. It should create relationships across ranks and functions to encourage a port-wide familiarity that can be called upon in times of uncertainty.

Planners should also map access by function. Some locations may support port visits and replenishment. Others may support exercises, crew rest, voyage repair, emergent maintenance, drydock work, or contracted sustainment. Not every partner is a base. Not every port is a repair hub. Nevertheless, many can still contribute to the overall campaign.

Finally, planners should integrate operations, diplomacy, economics, and sustainment into a single maritime campaign. Freedom of navigation operations, exercises, port visits, repair agreements, senior-leader engagements, and partner-capacity efforts should build on one another rather than stand alone.

Conclusion: Ships Need People

The United States needs a ready fleet, a stronger maritime industrial base, and enough ships to meet global commitments. Shipbuilding, maintenance reform, and industrial revitalization still anchor U.S. maritime power, as the Department of Defense’s National Defense Industrial Strategy also makes clear. Ships alone, however, will not secure American influence in the South China Sea.

The future of U.S. maritime presence will depend on where ships can go, how long they can stay, whether partners welcome them, and whether they can be repaired and sustained forward. Those conditions are built through people. Port visits, exercises, maintenance cooperation, and professional exchanges may seem ordinary, but they build trust, test assumptions, and enable future operations.

Mahan’s “character of the people” was not a decorative phrase. It points to the habits, confidence, discipline, and political will that allow maritime power to endure. In the South China Sea, that character will not be measured only by the number of ships the United States builds. It will also be measured by whether the United States can build the trust and access that allow those ships to matter.

The United States cannot match China’s proximity-driven presence ship-for-ship in the South China Sea. It does not need to. The better task is to show up consistently, operate lawfully, sustain forward, and do so alongside partners who see American presence as legitimate and useful. The human element of sea power begins with a simple recognition: ships need ports, ports need trust, and trust begins with people.

Eleanor Gaudion is a graduate of the University of Virginia with a B.A. in Foreign Affairs with a focus in intelligence and military relations. She previously served as an intern at the U.S. Army War College, revising national security wargaming scenarios for students.

Michael Posey is an active-duty Naval Flight Officer. He holds business degrees from Carnegie Mellon University and the University of Florida. He is a doctoral candidate in education at Pennsylvania State University. Currently, he serves as an assistant professor and the Admiral William F. Halsey Chair of Naval Studies at the U.S. Army War College.

The views expressed in this article are those of the authors alone and do not necessarily reflect those of the U.S. Army War College, the U.S. Army, the U.S. Navy, or the Department of War.

Featured image: Rear Adm. Eric Anduze, commander, Task Force 70 and Carrier Strike Group 5, shakes hands with a member of the Vietnamese military during Nimitz-class aircraft carrier USS George Washington’s (CVN 73) regularly scheduled port visit in Da Nang, Vietnam, July 30, 2026. (U.S. Navy photo by Mass Communication Specialist Seaman Anthony Vilardi) 

The Silent Threat : Overlooked Radiological Risk in the Red Sea and the Strait of Hormuz

By Dr. Abdek Mahamoud Abdi

Introduction

Following American and Israeli strikes that killed Iran’s Supreme Leader on 28 February 2026, Iran’s naval forces have frequently declared the Strait of Hormuz closed, laid mines, and issued warnings that they would target unauthorized vessels. A ceasefire agreement on 14 June lasted only a few weeks. By late July, American strikes on Iran occurred almost every night, and tanker traffic through Hormuz had fallen well below pre-war levels. The Hormuz crisis has extended beyond the Gulf. On 20 July, the Houthis announced a naval blockade against Saudi Arabia, and two days later claimed responsibility for strikes on Saudi tankers, the Encelia and the Layla, in the Red Sea. Experts had long warned about this scenario. The simultaneous pressure on both chokepoints has now become a reality.

However, the focus on the Red Sea and Bab-el-Mandeb Strait mainly concerns conventional threats, such as anti-ship ballistic missiles, one-way attack drones, and waterborne explosive devices used by Houthi forces. Yet a lesser-discussed risk exists, which is diverting commercial radioactive material for use in a Radiological Dispersal Device, or dirty bomb. The security challenges in the Red Sea and the Strait of Hormuz, including radioactive cargo transportation, established smuggling networks, and limited naval resources, hinder the effectiveness of current maritime security measures.

Radiological Risk in Maritime Transport

The International Atomic Energy Agency (IAEA) classifies radioactive sources into five categories based on the potential harm they could cause if left unshielded. Category 1 and 2 sources, elements such as cobalt-60 and cesium-137 used in cancer treatment and industrial irradiators, could kill someone within minutes to hours of exposure.

According to a U.S. Government Accountability Office analysis of Countering Weapons of Mass Destruction (CWMD) risk assessments, Category 3 sources, commonly found in industrial gauges and well-logging equipment, are actually more likely to end up in a dirty bomb than Category 1 or 2 material. Not because they’re more dangerous, but because there are so many of them in ordinary commercial use, and the security around them is lighter. By contrast, Category 4 and 5 sources don’t have enough activity to pose much of a threat, even if fully dispersed. So when people talk about dirty bomb risk, the conversation should focus on Category 3.

The key concern, therefore, is not access to weapons-grade material but the possible misuse of legitimately used radioactive sources. From a security perspective, the consequences of such an incident could extend well beyond radiation exposure, potentially causing public panic, temporary disruption of affected areas, major economic losses, and costly decontamination operations. This disruption would result not from direct casualties but from strict international regulations and frameworks that require the immediate quarantine of any area with elevated radiation levels. Consequently, an attack targeting critical regional transport nodes would weaponize public anxiety to effectively paralyze maritime operations, transforming localized contamination into an indefinite, multi-billion-dollar trade bottleneck.

These sources are transported legally through the Red Sea corridor, including radiography equipment, well-logging tools, and medical isotopes destined for hospitals and industrial facilities across East Africa and the Middle East. That ordinary traffic is exactly what creates the opportunity for smugglers.

In the Strait of Hormuz, Iran’s fast-attack vessels pose significant risks to maritime navigation. The ongoing conflict has escalated this threat into open hostilities, involving the placement of mines and direct attacks on tankers. In addition, Houthi attacks on commercial shipping in the Red Sea have created a parallel security challenge, forcing vessels to reroute and increasing pressure on maritime-security forces. The volatility of this environment makes the seizure of such radioactive materials a starkly real possibility.

Even if no party deliberately attempts to get these radioactive materials for a planned attack, a conventional missile or mine hitting a standard commercial vessel carrying legal Category 3 cargo could breach its containment hulls. This would spill radioactive material directly into open waters or vital harbor shipping lanes, creating localized environmental hazards and forcing immediate, long-term closures of strategic maritime routes due to contamination fears. These developments demonstrate how security pressures in the Gulf and the Horn of Africa can interact and compound vulnerabilities across interconnected maritime routes.

Potential Diversion Vulnerability and Consequences

Research into sanctions evasion has documented a so-called dark fleet of tankers, predominantly transporting Russian and Iranian oil and liquefied natural gas (LNG), that manipulate or deactivate their automatic identification system (AIS) transponders and follow irregular and complex ownership structures and routes to conceal their activity and destination details. Coupled with the dhow smuggling routes between Yemen and the Somali coast, monitored by UN authorities over several years as channels for arms delivery to Houthi forces, these networks could just as readily facilitate the movement of a stolen radioactive source as weapons. Although no such case has yet been identified, the conditions are conducive to this possibility. Oversight vulnerabilities and well-established smuggling routes abound, while coalition naval forces are stretched across two active fronts.

If a ship carrying legally declared Category 3 material were boarded, disabled, or hit, its cargo could vanish before anyone could establish a perimeter, especially since coast guards and coalition ships are already strained by the Hormuz crisis. Adding naval mines and loitering munitions in shallow, crowded waters raises the chances of a hull breach that could release radioactive cargo into a port or fishing area. This scenario directly aligns with Iran’s asymmetric maritime doctrine, which weaponizes key global shipping routes to compensate for its conventional military disadvantages. Tehran has explicitly demonstrated its intent to enforce total maritime leverage. Notably, the Islamic Revolutionary Guard Corps (IRGC) Navy recently reiterated its complete and decisive control over the Strait of Hormuz, warning that any vessel operating outside its authorized routes would face catastrophic consequences.

The IAEA monitors incidents involving nuclear and radioactive materials through its Incident and Trafficking Database. In 2025, 34 member states reported 236 incidents, up from 147 the previous year. The IAEA notes that most of this increase is due to late reports of older incidents, not an actual rise in trafficking, which is an important distinction when assessing trends. Since its inception in 1993, the database has recorded over 4,600 incidents, including about 730 involving theft or attempted theft. Importantly, approximately 55 percent of these thefts occurred during transport rather than storage.

Regarding the Red Sea specifically, the genuine threat does not lie in the possibility of Houthi-affiliated groups attempting to develop nuclear weapons. Such an endeavor necessitates resources and expertise that no non-state actor in the region currently possesses. The credible threat involves Houthi-affiliated groups, or other criminal networks operating within the same domain or zone, gaining access to an unsecured Category 1 to 3 radioactive source via channels already used for trafficking other illicit items. While the integration of radiological materials into maritime weaponry by Houthi forces remains an unverified capability, the operational motive and territorial precedents within the Yemeni conflict zone are well-established. Security assessments have long flagged the vulnerability of Yemen’s domestic infrastructure. As early as 2010, international intelligence raised alarms regarding the lack of physical security at a centralized Yemeni radiological facility which housed significant quantities of industrial and medical isotopes. This vulnerability underscored a persistent fear that non-state actors could seize localized commercial sources to fashion a radiological dispersal device (RDD).

The integration of such materials into naval mines or drone payloads would represent a significant development, signifying a shift from traditional sea-denial weaponry to the deliberate use of radiological contamination. To date, publicly available information does not confirm that this has been achieved. While not yet realized, the threat remains an area of grave concern, and should thus be communicated and addressed accordingly.

A radiological dispersal device detonated at key logistic regional hubs such as Djibouti or Jeddah would likely not result in a substantial number of fatalities directly attributable to radiation exposure. However, Djibouti serves as the operational logistics hub for foreign naval coalitions protecting the Bab-el-Mandeb and operating in the Red Sea, while Jeddah represents Saudi Arabia’s primary economic gateway on the Red Sea. Targeting these mega-terminals allows asymmetric actors to simultaneously disrupt U.S. military support and operations in the region, and inflict severe regional pressure. Consequently, it could nonetheless compel operators to suspend terminal operations for an extended period due to decontamination procedures, incurring costs to shipping, insurance, and regional commerce amounting to billions.

Recommendations for Radiological Maritime Security

Maritime security in the region remains predominantly focused on intercepting missiles and drones. There is limited insight into the actual movement of radioactive materials. The following three measures could help improve the current response to the crisis:

Expand radiation detection capabilities to smaller and informal ports. The United States National Nuclear Security Administration’s Megaports Initiative currently equips major seaports, including several in the Middle East, with radiation portal monitors and trained personnel. Extending similar coverage, including mobile units, to secondary ports in the Red Sea and Gulf of Aden, as well as dhow landing sites, would address a significant gap.

Enhance due diligence concerning the logistics of radioactive sources. Shipping and logistics companies operating in higher-risk jurisdictions should verify the recipients of Category 1 to 3 materials. This should build upon the cradle-to-grave principle outlined in the IAEA Code of Conduct, with support from the IAEA’s Division of Nuclear Security and its physical protection advisory missions where applicable.

Incorporate radiological threat scenarios into existing crisis planning. The Combined Maritime Forces, via Combined Task Force 153 in coordination with Operation Prosperity Guardian (a U.S.-led multinational coalition established to protect merchant shipping and counter asymmetric attacks in the Red Sea) and EUNAVFOR Operation Aspides, should incorporate defensive scenarios involving a radiological dispersal device (dirty bomb) into their maritime frameworks and joint exercises with regional states such as Djibouti, Saudi Arabia, and Egypt. This proactive approach ensures the development of a response plan before an incident occurs

The Red Sea and the Strait of Hormuz can no longer be evaluated solely in terms of missile, drone, or cyber risks. This conflict has already demonstrated that disruptions at one strategic chokepoint can spread to others. The Houthi blockade against Saudi shipping, which occurred within weeks of the closure of the Strait of Hormuz, serves as evidence of this phenomenon. Diverting commercial radioactive materials would be a cost-effective and rational subsequent step within this pattern, even though such an action has not yet been undertaken.

For nations situated at this critical juncture, particularly Djibouti, Egypt and Saudi Arabia, developing a comprehensive radiological risk management framework is no longer a mere formality but an essential measure to ensure their national security and the continued operation of global maritime trade.

Dr. Abdek Mahamoud Abdi is an independent consultant in environmental and social safeguards, climate finance, blue economy and energy security, working across East Africa and the Middle East. He holds a Ph.D. in Global Engineering for Development, Environment and Society from the Tokyo Institute of Technology, with additional postgraduate certifications in nuclear safety, maritime environmental risk, and the blue economy.

Featured image: U.S. Marines and Sailors assigned to the 15th Marine Expeditionary Unit transport a simulated casualty across the flight deck of the amphibious assault ship USS Boxer (LHD 4) during a chemical, biological, radiological, and nuclear response drill while underway in the East China Sea, Oct. 5, 2024. (U.S. Marine Corps photo by Cpl. Luis Agostini)