The ICBM EAR report provides a detailed assessment of the U.S. nuclear deterrent’s status and future outlook, focusing on the threats posed by Russia and China. By 2035, these adversaries are projected to possess a combined 11,000 nuclear warheads, requiring the U.S. to prioritize modernization efforts to maintain a credible deterrent. The report emphasizes the historical context of nuclear treaties, the aging nature of the U.S. TRIAD (ICBMs, SLBMs, and strategic bombers), and the importance of compliance with international law, such as the soon-to-expire New START Treaty. Modernization plans, including acquiring Columbia-class submarines, Sentinel ICBMs, and B-21 bombers, are framed as essential, not escalatory.
Current challenges include the disparity in nuclear capabilities, with Russia’s projected 7,500 warheads and China’s rapid buildup to 3,500 by 2035. The U.S. TRIAD faces maintenance issues, necessitating immediate investments in updated systems to avoid strategic vulnerabilities. Recommendations highlight the need to accelerate programs like the Navy’s nuclear-armed cruise missile initiative, expand the B-21 bomber fleet, and consider additional Columbia-class submarines. These steps are presented as crucial to addressing the growing threats from adversaries while ensuring strategic balance.
The report underscores the urgency of modernizing the U.S. nuclear deterrent to sustain global power and uphold international credibility. Strategic insights from leaders like General McMaster and Secretary Frank Kendall advocate for overcoming budgetary constraints and reinforcing the defense industrial base. The document also highlights broader geopolitical concerns, such as the implications of Russia’s invasion of Ukraine and Iran’s nuclear ambitions, framing modernization as a central pillar of U.S. security policy.
About the Author
Peter Huessy
Mr. Peter Huessy is President of his own defense consulting firm, Geostrategic Analysis, founded in 1981, and through 2021, Director of Strategic Deterrent Studies at the Mitchell Institute on Aerospace Studies. He was the senior defense consultant at the National Defense University Foundation for 22 years. He was the National Security Fellow at the AFPC, and Senior Defense Consultant at the Air Force Association from 2011-2016.
Mr. Huessy has served as an expert defense and national security analyst for over 50 years, helping his clients cover congressional activities, arms control group efforts, nuclear armed states actions, and US administration nuclear related policy, budgets, and strategies, while monitoring budget and policy developments on nuclear deterrence, ICBM modernization, nuclear arms control, and overall nuclear modernization.
He has also covered nuclear terrorism, counterterrorism, immigration, state-sponsored terrorism, missile defense, weapons of mass destruction, especially US-Israeli joint defense efforts, nuclear deterrence, arms control, proliferation, as well as tactical and strategic air, airlift, space and nuclear matters and such state and non-state actors as North Korea, China, Iran, Syria, Venezuela and Hezbollah, Hamas, and Al Qaeda. This also includes monitoring activities of think tanks, non-governmental organizations, and other US government departments, as well as projecting future actions of Congress in this area. His specialty is developing and implementing public policy campaigns to secure support for important national security objectives. And analyzing nuclear related technology and its impact on public policy, a study of which he prepared for the Aerospace Corporation in 2019.
