ORIGINAL: ChezDaJez
The only way I can see this as making sense is if history played out as it did in real life until 7 Dec 41 when Japan attacks everything it historically did except for US territory. This would force the US to make the decision to declare war on Japan without a direct attack upon itself and that may not be politically viable for weeks or months given the relatively pacifist stance of Congress.
Should it have happened that way, I think that British and Dutch forces in the Pacific would have found themselves quickly overwhelmed with the full weight of the IJN and IJA available for the job. In other words, the war would have proceeded against their colonial interests and forces in the same manner in which it historically did only quicker as Japan would not have suffered the diversion of its forces that fought the US. India and Australia would surely have become viable targets. US bases in the PI and central Pacific would remain a potential thorn in the Japanese sides but without substantial reinforcement they would constitute but a relatively minor threat.
A key point is that if and when the US did decide to enter the war, it would be at a time and place of their choosing and we could possibly have effected a reverse Pearl Harbor so to speak. Of course, that is assuming that Japan did not respond to the military buildup in the Pacific that the US was sure to begin with a later preemptive attack. Substantial US reinforcement of the Philippines would be sure to raise some eyebrows and possible lead to a direct attack on US forces early in 1942. And of course, the effectiveness of the thinly veiled AVG would likely have contributed to increasing Japanese resentment of the US. By then, the Japanese would probably have accomplished most of their objectives with the exception of India and Australia.
Any other scenario just doesn't make sense IMO.
I agree. This scenario was briefly considered by the Japanese high command. Some believed that the isolationists in the US would hold sway if no US territory was attacked, but would do a 180 if the US was attacked. Yammamoto's faction believed that the isolationsists would continue to hold sway and would create "political drag" during a war with Japan that would result in the US suing for peace if hit hard enough.
The former faction was more right. US isolationists mostly did a 180 and started backing the war effort 100% after Pearl Harbor.
If the Philippines and Guam ended up surrounded by the Japanese after only a few months of war, sentiment about isolationism probably would have changed in the US. The US always held different ideas about Asia than Europe. Before WW I, the US traditionally stayed out of European squabbles, but was heavily involved in Asian politics. The US had a constant military presence in China for most of the 1st half of the 20th century and for the last decade or so of the 19th. The US was instrumental in opening up Japan to the rest of the world. The US's largest overseas military commitment was in the Philippines. The US also had resentment over Asian immigrants, especially on the West Coast.
The US had more of a sense of ownership with regards to Japanese affairs than it did with anything going on in Europe. Roosevelt was trying to figure out how to get into the war in Europe before Pealr Harbor and getting into a conflict in the Pacific might have been the opening he needed.
If Japan went to war without directly drawing in the US, it's a political gamble. The isloationis might have weakened if Japan ran roughshod over the Europeans in the Pacific, but it was not guaranteed either way.
That would be the ultimate "what if" scenario. If the US waited to get into the war, they could have fortified the Philippines and Guam. Troops there would be aware of how brutal the Japanese could be from refugees fleeing in from the other conquered territories in the region. The Phillipine troops would have a stronger resolve and be better prepared. US airpower there would certainly be built up.
Who knows if the US Navy would have learned any lessons from observing the IJN, but they would likely have been prepared for the Zero. US war production was already ramping up before Pearl Harbor. A longer period of peace would have helped organize and build up the military.
Without attacking the US and taking the Philippines, Japan risked leaving a strong US base of operations in the Philippines that could have interrupted their resource shipments from the DEI whenever the US decided to jump into the war. Japan would have been unable to take a fortified and prepared Philippines. The war would have likely been shorter.
All that hinges on the question of
if the US could overcome the isolationists.
Bill