Trajectory Daily Brief: 28 January 2026

Britain gives away Diego Garcia to keep it. Taiwan's military leaks like a sieve but still functions. Europe spends record billions on defense while buying American weapons.

Trajectory Daily Brief 28 January 2026

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China | Indo-Pacific | Diego Garcia loses colonial immunity as UK transfers sovereignty to Mauritius

Situation

Britain and Mauritius reached a sovereignty agreement transferring control of the Chagos Archipelago to Mauritius while preserving US military operations at Diego Garcia through a 99-year lease arrangement. The deal ends decades of British colonial administration over the territory.

The agreement maintains operational continuity for the strategic US base, ensuring no immediate disruption to military activities. However, the arrangement fundamentally alters the base’s political status from a colonial outpost to a leased facility under Mauritian sovereignty.

Context

Diego Garcia’s strategic value stemmed partly from its unique political insulation—operating under direct British control without local sovereignty complications that affect other overseas bases. This immunity allowed unrestricted military operations without host nation political constraints.

The base serves as America’s primary staging ground for Indo-Pacific operations, particularly relevant as US-China strategic competition intensifies. Unlike bases in allied countries where domestic politics can complicate military cooperation, Diego Garcia operated in a sovereignty vacuum.

Historical precedent suggests that sovereignty transfers often introduce new political variables into military arrangements, even with long-term lease agreements protecting operational access.

Trajectory

The deal introduces Mauritian political considerations into what was previously a bilateral US-UK arrangement, potentially complicating future military decisions through additional stakeholder dynamics.

While the 99-year lease provides operational security, it transforms Diego Garcia from an immunity-protected asset into a standard overseas base subject to host nation sovereignty. This shift occurs precisely when US strategic competition with China demands maximum operational flexibility in the Indo-Pacific theater.

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Indo-Pacific | Defence | Chinese intelligence penetrates Taiwan military but stops short of neutralizing defense capability

Situation

Chinese intelligence operations have achieved significant penetration of Taiwan’s military infrastructure through multiple vectors. Operations include recruitment of serving officers, systematic theft of operational plans, and compromise of military communications networks.

Despite these successes, Chinese intelligence has not reached the operational threshold where Taiwan’s ability to mount coherent defense would be compromised. Critical command structures and defensive capabilities remain intact.

Context

Intelligence penetration represents a critical vulnerability in Taiwan’s defense posture, potentially providing Beijing with advance knowledge of defensive positions, response protocols, and operational weaknesses. Historical precedents show that deep intelligence penetration often precedes military action—Soviet operations in Eastern Europe and Russian activities before Ukraine invasion followed similar patterns.

The distinction between intelligence gathering and operational paralysis is crucial. While China has achieved reconnaissance depth, neutralizing Taiwan’s defense capability would require compromising command authority, weapons systems, and real-time operational coordination simultaneously.

Trajectory

The current intelligence penetration creates a foundation for potential escalation to active sabotage or disruption operations. Beijing likely views this as preparation for multiple scenarios rather than immediate action.

Taiwan’s awareness of compromise suggests ongoing counterintelligence efforts, but the scope of penetration indicates systemic vulnerabilities. The intelligence war represents a parallel track to military buildup, creating conditions where conventional deterrence calculations may be undermined by asymmetric advantages.

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Situation

Britain’s May 2025 treaty transferring Chagos Archipelago sovereignty to Mauritius while retaining a 99-year lease on Diego Garcia military base has triggered unprecedented US-UK diplomatic tensions. Trump denounced the deal as “stupid and weak” despite operational continuity for American forces.

The agreement followed the 2019 International Court of Justice ruling that Britain’s 1965 detachment of Chagos from Mauritius violated international law. The UN General Assembly voted 116-6 demanding British withdrawal, leaving London diplomatically isolated on what critics called the last vestige of European colonialism.

Context

The Chagos case represents a broader pattern threatening America’s 750 overseas installations. Many base agreements date to the early Cold War when host nations lacked leverage, but those conditions no longer exist. International law has strengthened decolonization norms while domestic politics in host countries have grown more volatile.

The precedent matters beyond the Indian Ocean. China has already cited the ICJ ruling in Pacific disputes, while the legal arguments delegitimizing British control could apply to other contested American facilities. Historical grievances are increasingly weaponized by coalitions of environmental, indigenous rights, and anti-colonial activists.

The case adds moral framing to legal challenges—Britain forcibly expelled 1,500-2,000 Chagossians between 1968-1973, an act Human Rights Watch calls a potential crime against humanity.

Trajectory

Diego Garcia’s transformation signals accelerating erosion of legal foundations supporting Western overseas bases. The precedent strengthens rival powers’ ability to challenge American installations through international law rather than military confrontation.

Host nation leverage will continue increasing as great power competition intensifies. Countries hosting American bases face growing pressure from China and Russia to terminate agreements, while international legal mechanisms provide new avenues for challenge.

The Pentagon must prepare for a more constrained basing environment where legal vulnerability matters as much as strategic value.


Europe | Defence | European rearmament accelerates but creates strategic dependence rather than autonomy

Situation

Twenty-three of thirty-two NATO members now meet the 2% GDP defense spending target, up from eleven in 2023. Germany allocated €100 billion for defense modernization, while Poland spends over 4% of GDP on military capabilities. European allies increased total spending from €343 billion to €381 billion in 2025.

However, procurement patterns reveal heavy reliance on American systems. Germany’s fund directs €8.4 billion to Lockheed Martin F-35s and €2.5 billion to Boeing helicopters. Poland’s 4% spending similarly emphasizes American platforms including Abrams tanks and HIMARS systems.

European defense industrial capacity remains inadequate. Rheinmetall cannot produce ammunition fast enough to replace weekly Ukrainian consumption, while the Franco-German Future Combat Air System remains prototypeless after eight years.

Context

Trump’s burden-sharing demands operate through performativity—measuring alliance contributions differently changes what the alliance means. The original NATO bargain was existential; Trump’s framing transforms collective defense into proportional commitment based on payment levels.

This creates optimization for metrics rather than capabilities. European leaders purchase expensive American systems to demonstrate commitment while locking themselves into American supply chains, maintenance contracts, and export licenses. Quick rearmament to satisfy Washington paradoxically deepens dependence on Washington.

Underlying fragmentation persists despite surface unity. France seeks strategic autonomy, Germany wants NATO complementarity, Poland prioritizes American presence, and Hungary obstructs coordination. These divisions predate Trump but intensify under pressure to make choices that consensus institutions cannot handle.

Trajectory

Europe is experiencing strategic confusion rather than strategic autonomy. Rising spending numbers mask continued dependence on American systems and supply chains, while institutional fragmentation prevents coordinated capability development.

The nuclear question becomes operational as American reliability transforms from constant to variable. France’s independent deterrent emphasizes national survival, not extended deterrence to Eastern Europe, creating gaps that academic discussions cannot fill.

European rearmament may accelerate without producing genuine independence, creating a continent that spends more on defense while remaining strategically dependent—potentially the worst outcome for both European security and alliance stability.


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Until tomorrow.