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SPA Intelligence Brief · 10 May 2024

The Shifting Balance of Power in the Indo-Pacific: 2024–2028 Forecast

Naval posture shifts, alliance recalibrations, and semiconductor dependencies define the new theatre.

The Indo-Pacific balance of power is shifting as Chinese naval expansion, U.S. alliance commitments, and semiconductor supply chain competition converge into an unstable strategic triangle. Ascendance forecasts a 70% probability of significant alliance fragmentation before 2027.

The Indo-Pacific region is undergoing structural reconfiguration as three competing frameworks — U.S. alliance architecture, Chinese regional hegemony aspirations, and ASEAN centrality — navigate simultaneous economic, military, and normative stress tests.

This brief synthesises current intelligence across naval deployment postures, treaty renegotiations, and semiconductor supply chain realignments to derive probabilistic scenarios for regional stability through 2028.

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