Philippine President Rodrigo Duterte’s threat to terminate a lynchpin military pact with longtime treaty ally the United States — if implemented — could not only shake Manila’s defense policy but impact the delicate balance in ties between Southeast Asia and U.S. and China, analysts say. Collin Koh, a research fellow at RSIS, said ASEAN governments now have more options for security ties with powers other than the U.S. “Some of these external powers outside Southeast Asia in fact are keen to step up to the plate to augment and, if necessary, partially offset the reduction of a U.S. military presence,” he said.