US allies hold breath as House readies vote on security assistance bills


After months of deadlock, US Speaker of the House Mike Johnson says he’ll bring a key $95B military aid package to a vote as soon as tomorrow (Saturday).

The package, which contains support for Ukraine, Israel, and US allies in the Indo-Pacific, will be split into separate bills in an attempt to overcome stiff opposition from hard-line members of Johnson’s own Republican Party.

This package has had a rough ride. To date, the US has helped Ukraine defend itself in two main ways:

  • President Biden has used the presidential drawdown authority to ship existing US military stockpiles to Ukraine, and
  • The Pentagon has used its Ukraine Security Assistance Initiative (USAI) to buy new defence kit for Ukraine from US manufacturers.

Both options were tapped out by the end of 2023, so it was up to Congress to authorise more funding. And that’s when tensions bubbled over.

Proponents argue that, for <3% of annual US defence spending, the US is blunting an autocrat’s attempt at conquest, rebuilding its own defence industrial base, and signalling strength to allies and foes alike, without risking US lives.

Opponents, in turn, have questioned the scale of US support, the degree of US oversight, and the underfunding of other priorities at home, particularly in response to a recent surge of irregular migration across the southern border.

Still, the Democrat-led Senate went on to pass a joint bill in February with 70% bipartisan support, including assistance for Ukraine, Israel, and Taiwan.

But that bill never made it to the floor of the Republican-controlled House, where hard-line members of Johnson’s own party have threatened to oust him as Speaker if he brings the Ukraine component to a vote. 

So, what changed? Iran’s weekend attack on Israel, plus downbeat reports (and classified briefings) on Ukraine, added a renewed sense of urgency.

Johnson will now roll the dice, hoping to assuage hard-liners by letting the Ukraine package stand on its own – it mostly replicates the Senate bill, though $9B of the $60B for Ukraine would now be “forgivable loans” (rather than grants).

Johnson is also introducing sweeteners, including a fourth bill to sanction Iran and fast-track efforts to cleave TikTok from Beijing, plus a separate border bill.

What’s next? The Republican Party has a razor thin majority in the House, and several of its own lawmakers have already pledged to oppose the Ukraine component. So Johnson will have to rely on Democrat support.

DC is now rife with number-crunching, and there’s still scope for more surprises but, for example, the Republican chair of the House Foreign Affairs Committee says he believes the four bills will pass.

If that happens, Johnson has committed to sending all four bills as a single package back to the Senate for final passage. There’s broad support for the package in the Senate, though still the potential for delays, debate over Israel, and the possibility of more amendments sending us back to the House again.

For his part, President Biden has used an op-ed in the Wall Street Journal to urge speedy approval: “Now is not the time to abandon our friends. The House must pass urgent national-security legislation for Ukraine and Israel, as well as desperately needed humanitarian aid for Palestinians in Gaza.

INTRIGUE’S TAKE

We can see several possible paths ahead. Here are two:

The CIA director just said Ukraine could face total defeat by the end of this year, as its air defence and shell stocks dwindle. If that happens, we’d be left with an emboldened autocrat in Moscow, galvanised rivals in Tehran, Pyongyang, and Beijing, and jittery US allies all around the world. That kind of world leaves the US with fewer (and costlier) options.

Or, the US could help Ukraine defend itself, ratchet up the war’s already staggering costs on Russia, allow Europe’s defence industrial base time to revive, and leave a mostly free Ukraine (rather than occupying Russia) along NATO’s border, while spooked autocrats elsewhere re-think whether they can fare any better against determined resistance and 3% of US annual defence spending.

Also worth noting:

  • The proposed $95B in combined security assistance includes $60B for Ukraine, $26B for Israel ($4B of which is to replenish Israeli air defences), and $8B for partners and allies in the Indo-Pacific ($2B of which is for Taiwan).
Latest Author Articles
Is Russia seeking an airbase in Indonesia?

First it’s all the cars out front during inspection times. Then the new neighbours move in, dump some auto parts on the front lawn (which they immediately stop mowing), and yell at Premier League matches kicking off at 3am. The bad neighbours have arrived. We’ve all experienced something like that. Heck, Seth Rogen and Zac Efron […]

16 April, 2025
A false flag operation in the Caribbean?

In a normal week, Venezuela’s military going on high alert over claims of an enemy false flag operation might’ve made global headlines. But much like episodes of Twin Peaks, each week now feels less normal than the last. So join us on this wild journey. Stay on top of your world from inside your inbox. Subscribe […]

11 April, 2025
China’s new social credit rules just dropped

If the term ‘social credit scheme’ conjures up images of Bryce Dallas Howard having a full-blown breakdown in a pastel-coloured frock, well phew — it’s not just us. And as we’ll see below… maybe we’re not too far off the mark? ‘Social credit scheme’ is the term China uses for a national scoring system it just updated […]

2 April, 2025
Three golden tales as our world wobbles

Gold prices smashed a new record yet again on Monday, breaking past $3,100/oz. Why? The proximate answer is we’re now a day away from Trump unveiling his next tariffs on all countries (not just those with US trade imbalances) — and the related unpredictability is making it trickier for executives to plan, investors to trade, […]

1 April, 2025