Core Points - The recent cancellation of a $10 billion F-35 order by Spain and similar actions from Switzerland and India indicate a growing discontent among U.S. allies regarding American trade policies and military sales [1][2] - The imposition of a 39% tariff on steel and aluminum by the Trump administration has significantly impacted U.S. defense contractors, leading to increased costs for allies and a potential loss of trust in the U.S. as a reliable partner [1][2] Group 1 - Spain's shift to the French Rafale fighter jet highlights the need for "reliable partners," suggesting a loss of confidence in U.S. military support [1] - Switzerland's F-35 procurement costs are projected to rise by an additional $1.6 billion due to inflation and material costs linked to U.S. tariffs, further straining their defense budget [1] - The ongoing trade tensions and tariffs have eroded the patience of U.S. allies, culminating in the F-35 order crisis as a significant turning point in military sales relationships [2] Group 2 - The cumulative effects of U.S. policies since 2018, including tariffs and the withdrawal from Afghanistan, have led to a deterioration of trust among allies [2] - The F-35 order crisis serves as a clear indication that even the strongest military sales relationships cannot withstand the pressures of "America First" policies [2]