Agree; I cannot see Marshmallow’s changes balancing the game. The requirement to leave a US/UK ground unit in each of three French North African territories means that you are “paying” at least 9 IPCs to collect the 5 IPC bonus. You are not going to be in a position to collect that bonus until at least turn 5, even in a game where you put heavy early pressure on Italy. It’s really not that hard for Italy to hold Tunisia in the opening. So if you collect the bonus on turns 5 and 6, now you are breaking even on your 9 IPC investment…and then you’ll profit on turn 7. You can use the profit to build American infantry in the United States on turn 8, which will then reach the European mainland on turn 10, and have a chance of reaching Berlin on turn 14 – way too slow to impact most games. Most games are decided before round 14. In short, the Atlantic NO is too little, too late, with aid going to the wrong player to make a big difference.
The Pacific NO is either a freebie for the USA if it’s limited to the Solomon Islands (really not hard for the USA or ANZAC to trade the Solomon Islands each turn), or a “win more” for the USA if it’s extended to require the Caroline Islands (really not that hard for the Japanese navy to deadzone the Caroline Islands so that it’s not cost-effective for the USA to send transports there).
So really the practical impact of your new NOs is to give the USA 5 more IPCs every turn while the USA is at war. That’s fine, but not really relevant in many types of games. If the Allies go all-in against Germany while Japan is allowed to run wild, then, sure, having a few extra bucks for the USA could be the difference between American forces taking Berlin in time to win vs. taking Berlin one turn after the Japanese get their 6th victory city. But in any other type of game – if you’ve got balanced theaters, or an attempt to defend the Middle East / Moscow, or a Sea Lion, or really any pattern other than just “Allies ignore Japan”, you’re not going to see the 5 IPCs per turn for the USA snowball into anything decisive. The game will be decided by German-Russian battles near Moscow and by British-Italian battles near Egypt and by Japanese-Chinese battles near Yunnan long before those extra American IPCs have a chance to make a difference.