Let's be honest, the US pressure on allies is about two things:
1. Letting them cut their spending.
2. Allies buying more equipment from US suppliers.
There is no grand strategy involved, it's outsourcing and rent seeking pure and simple.
The most complex part of it, which may not even have been intentional, it the creation of chaos on the international stage, to create the environment where additional defence spending is required.
The thing is, the only gear the US has, that we can't get somewhere else or build locally (that we don't already have) is the Virginia's, and that's what they are iffing and erring about providing.
100% agree, couldn't have put it better myself regarding understanding the American psychic.
In regards to American equipment, a lot of it is really good. I think the SM/ESSM missile families are best in class. AIM/AMRAM and JASSM/LRASM families are also best in class. PATRIOT has thoroughly proven itself in Israel and Ukraine, better than any other system. Aegis is best in class. The F35 is best in class, as is the Growler. Following on, the C17 and C130 are best in class. The UH60M and MH60R are best in class, as is the Apachi. HIMARS with PrSM is best in class. All of these investments have been and will be high value for money, and our best course of action is to double down on them. So I have no problem with the "invest in American gear strategy" because it is good stuff, robust, mature, and can be obtained in the near future
We can hedge against American chaos by building American owned factories in Australia to produce American designed equipment, and by underwriting build programs on US soil through upfront investment (aka submarines) and long term substantial orders (SM2/SM6) from American located factories. I would not consider it a bad investment if we cofunded RTX to expand their existing standard missile production line in Arizona.
That's not to say other international equipment is not good. I think the Boxer, Redback and Huntsman systems are good, and I have a very high opinion of the NSM/JSM. Thales make the very best sonar systems. The classic and upgraded Mogami is the best GPF frigate hands down that is available.
And we have made a few good bits of kit of our own. The Bushmaster is brilliant, we should have marketed this way better to the world. Ghost Bat and Ghost Shark have substantial future potential if not starved of R&D funding and ordered in too few numbers. Nulka was revolutionary, but probably now needs an update. CEA's radars are world beating.
Submarines are an interesting one. My view is that the AUKUS submarine is better tailored to Australian needs (its smaller, nimbler, more automated), but I also think the overall program could have been a whole lot simpler if we were to just build Virginias in Australia.
It's a mature design, which removes all the technical risk and long lead engineering effort. We just have to skill up to build it, and could leverage significant American support for this (we have people embedded in HII and EB at the moment). Its like the FFG program, where we elected to just build the American design with no tinkering. Certainly wasn't our worst project by a long shot.
It might be a little bit of overkill, cost more per build, and have a higher sustainment cost (primarily people), but it could conceivably be constructed sooner than an AUKUS sub.