• General Anthony Cotton: Emphasizes the importance of the Sentinel project and regrets the simultaneous tackling of multiple strategic modernization programs. ​
• Strategic Command: Highlights the vital role of the Nuclear Triad in national security. ​
• USAF Vice Chief of Staff General James Slife: Stresses the necessity of maintaining a nuclear arsenal. ​

Essay of the Week: Ukraine, Proliferation, & Deterrence ​

• Peter Huessy: Discusses the complexities of the US and NATO’s approach to Ukraine, the implications of a ceasefire, and the need for a robust deterrent against Russian aggression. ​
• Key Points:
  • Historical failures in responding to Russian aggression. ​
  • Current defense spending and military assistance to Ukraine.
  • The importance of a strategic security arrangement involving NATO and Ukraine. ​

Event of the Week ​

• Defense Conference: General Anthony Cotton calls for more B-21 bombers and underscores the urgency of nuclear modernization. ​

Administration Developments ​

• Defense Secretary Pete Hegseth: Plans to increase spending on space operations, highlighting the importance of the space domain in future warfare. ​

The AF Chiefs Corner ​

• Air Force Chief Gen. David Allvin: Sees an opportunity for additional funding for missile defense and nuclear modernization. ​

The Commanders Corner

• General Cotton: Advocates for increased production rates of B-21 bombers and more Long Range Stand-Off weapons due to evolving security threats. ​

Strategic Developments ​

• Taiwan: Defense budget to exceed 3% of GDP due to rising threats from China. ​
• NATO Air Command: Demonstrates interoperability and transatlantic unity through Bomber Task Force missions. ​

Top Essays of the Week ​

• Essay #1: Discusses the uncertainty surrounding US extended deterrence guarantees and the potential for nuclear proliferation among US allies. ​
• Essay #2: Emphasizes the importance of maintaining the US nuclear umbrella over its allies. ​

Congressional Budget Developments ​

• Defense Spending Tips: Recommendations for cuts and increases in various defense programs, including missile procurement and Air Force programs. ​

Economic Developments

• Stephen Moore: Highlights the shift towards a production-driven economy and its impact on inflation and economic growth. ​

Proliferation Concerns ​

• Colin Demarest: Discusses the global proliferation of nuclear weapons and the implications for international security. ​

Ukraine Corner ​

• Clifford May: Advocates for a realistic goal of achieving a cessation of hostilities in Ukraine, leading to a frozen conflict. ​

Media Error of the Week ​

• Wall Street Journal: Criticized for suggesting negotiations with Houthis terrorists, which could lead to endless conflict.

ICBM EAR Report Week of March 17-23 was originally published on Global Security Review.

ICBM EAR Report Week of 10 Mar was originally published on Global Security Review.

Why You Need This Report

The ICBM EAR (Emerging Affairs Report) for the Week of March 3, 2025, prepared by Peter Huessy, President of Geo-Strategic Analysis and Senior Fellow at the National Institute for Deterrence Studies, offers an authoritative, real-time assessment of critical defense and strategic developments impacting U.S. national security. This report consolidates essential intelligence and policy analysis on ICBM modernization, homeland missile defense, congressional budget battles, strategic threats from China, Russia, and Iran, and broader global deterrence dynamics.

As global threats intensify, policymakers, defense professionals, and industry leaders need a consolidated, insightful briefing to navigate the shifting landscape of great power competition and nuclear deterrence strategy. This report delivers precisely that—essential updates, expert commentary, and strategic foresight that decision-makers cannot afford to overlook.

Key Themes & Strategic Insights

1. Critical Developments in Homeland Missile Defense & Nuclear Deterrence

• The “Golden Dome” missile defense initiative, backed by congressional leaders and STRATCOM, underscores a growing commitment to protecting the U.S. homeland from emerging missile threats.
• General Alvin, USAF Chief of Staff, affirms the Air Force’s pivotal role in nuclear deterrence and missile defense, reinforcing its responsibility for two-thirds of the nuclear triad and three-fourths of nuclear command, control, and communications (NC3).
• Upcoming ICBM infrastructure modernization at Vandenberg Space Force Base highlights the urgency of maintaining a credible nuclear deterrent against adversarial advancements.

2. Congressional & Budgetary Realities Impacting National Defense

• As the FY25 budget debate intensifies, the threat of a yearlong Continuing Resolution (CR) poses risks to defense funding, potentially leaving the U.S. military underfunded by $8 billion below proposed levels.
• Misinformation regarding an “8% defense cut” is addressed—while no drastic cuts are proposed, funding reallocations emphasize priority programs like Sentinel ICBM modernization and Columbia-class submarines.
• With a $2 trillion annual deficit, balancing national security needs with fiscal realities remains a critical challenge.

3. Growing Threats from China, Russia, and Iran

• China’s defense budget expands by 7.2%, accelerating military modernization, expanding nuclear capabilities, and strengthening island chain defenses in the Pacific.
• Russia’s Arctic militarization, border buildups, and nuclear brinkmanship highlight its continued push for strategic dominance.
• Iran’s sevenfold increase in highly enriched uranium (HEU) production, coupled with escalating proxy conflicts, presents a growing nuclear proliferation threat.
• European defense spending surge ($860 billion over four years) signals a shift in NATO’s strategic posture amidst rising concerns over Russia’s long-term objectives.

4. Global Security & Deterrence Policy: Special Reports & Expert Analyses

• Heritage Foundation’s assessment of nuclear modernization emphasizes the necessity of rebuilding U.S. strategic deterrent forces to counter the evolving nuclear threats from Beijing, Moscow, and Tehran.
• Michaela Dodge’s critical review of arms control policy challenges the viability of future U.S.-Russia agreements given Russia’s record of treaty violations.
• Victor Davis Hanson debunks misconceptions about U.S. deterrence strategies, highlighting historical lessons in negotiations and military strength.

5. The Ukraine Corner: Understanding the Stakes

• Russia’s history of broken agreements, including violations of the Minsk Accords and Budapest Memorandum, justifies Ukraine’s insistence on binding security guarantees.
• European defense commitments remain uncertain, despite recent rhetoric supporting increased military readiness.
• U.S. policy under the Trump administration seeks to reshape geopolitical alignments, reduce Middle East entanglements, and focus on countering China.

ICBM EAR Week of March 3, 2025 was originally published on Global Security Review.

ICBM EAR – Week of February 24, 2025

Deterrence at a Crossroads: A Call for Strength and Resolve

America is pivotal in nuclear modernization, strategic deterrence, and global security. As threats from Russia and China escalate, U.S. defense policy must adapt—or risk catastrophic consequences.

Key Strategic Insights

Nuclear Deterrence Imperative – The Minuteman III test launch underscores the critical need for modernization. General Tom Bussiere warns: “We must recapitalize our nuclear forces while maintaining the old—an unprecedented challenge.”

The Russian Threat – Moscow’s aggression is reinforced by information warfare and nuclear coercion. Sergei Shoigu states: “We must undermine the political, economic, and social system of the West.” The impending New START Treaty expiration (2026) raises concerns of a Russian nuclear breakout.

China’s Strategic Decline – $168 billion in foreign direct investment fled China in 2024. Its aggressive military expansion—the largest since WWII—coupled with its alliance with Russia, isolates Beijing internationally.

Global Realignment & Defense Priorities –
Britain increases defense spending (2.5% GDP by 2027).
South Korea considers nuclear options in response to North Korea.
The U.S. must act decisively to maintain strategic dominance.

The Cost of Hesitation

From Ukraine’s nuclear disarmament to past Western miscalculations on Russia, history warns against underestimating adversaries. De-escalation as a default strategy has failed.

The Air Force Association calls for a $45 billion annual increase in USAF and Space Force funding. As Stephen Feinberg, Deputy Secretary of Defense nominee, bluntly states:

“If we do not plug our capability gaps, we will lose to China.”

Call to Action: Strength Through Deterrence

Fully modernize the U.S. nuclear triad
Accelerate next-generation air and missile defense
Fund a credible and flexible deterrent

Deterrence is not optional—it is the foundation of peace. America must lead with strength, invest in security, and ensure our adversaries understand that aggression will never be left unanswered.

The future is watching. We must be ready.

ICBM EAR Week of Feb 24th was originally published on Global Security Review.

ICBM EAR Report for 22 Feb 2025 was originally published on Global Security Review.

Overview

The report, prepared by Peter Huessy, comprehensively assesses nuclear deterrence, strategic security issues, and emerging threats. It includes key quotes from U.S. leaders, updates on nuclear modernization, policy discussions, and geopolitical analysis.

Key Themes & Highlights

1. Strategic Nuclear Posture & Modernization:
   • U.S. nuclear deterrence strategies are facing significant challenges, with adversaries such as Russia and China expanding their arsenals.
   • The U.S. Air Force has paused elements of the Sentinel ICBM program due to evolving requirements.
   • Modernization efforts include upgrades to the B61 and B83 nuclear gravity bombs, though concerns persist regarding the adequacy of U.S. capabilities against hardened enemy targets.
2. Policy & Leadership Insights:
   • Secretary of Defense Peter Hegseth emphasizes the need to rebuild the military’s warrior ethos and align capabilities with threats.
   • House Armed Services Committee (HASC) Chairman Mike Rogers stresses the necessity of increased defense spending to counter global threats.
   • Former President Donald Trump calls for nuclear arms control talks with Russia and China, while also questioning the need for new nuclear weapons given existing stockpiles.
3. Geopolitical Developments & Deterrence Challenges:
   • Concerns over a growing Sino-Russian-North Korean-Iranian alignment seeking to undermine the Western security order.
   • Debate over extended nuclear deterrence and the potential for allied nations to develop independent nuclear capabilities.
   • The future of U.S. nuclear triad strategy amid reports of China’s advancements in submarine detection technology.
4. Ukraine Conflict & U.S. Policy:
   • Differing views on U.S. involvement in Ukraine, with some advocating for continued support while others argue for de-escalation and negotiations.
   • Analysis of Russian vulnerabilities, including internal instability and the potential for civil unrest post-Putin.
5. Congressional & Budgetary Updates:
   • The House Budget Committee supports increased defense spending, with an additional $100 billion allocated for the next year.
   • Senate Majority Leader John Thune discusses priorities related to Air Force modernization, including the B-21 bomber program.
6. Emerging Threats & Strategic Risks:
   • Reports suggest that China has developed new submarine detection technologies that could undermine the stealth advantage of U.S. nuclear submarines.
   • Analysis of the potential consequences of Vladimir Putin’s downfall, including the risk of nuclear proliferation due to internal instability in Russia.

Download the full report

ICBM EAR Week of February 10, 2025 was originally published on Global Security Review.

Prepared by Peter Huessy, President of Geostrategic Analysis and Senior Fellow at the National Institute for Deterrent Studies

Key Takeaways

• Significant Military Budget Increase in Russia: Russia’s defense spending will rise by 25% to 13.5 trillion rubles (~130 billion euros), continuing its high military expenditure trend.
• U.S. Defense Leadership Changes: Senator Marco Rubio has been confirmed as Secretary of State, with several other key appointments, including Peter Hegseth as Secretary of Defense.
• Nuclear Policy and Strategic Posture Adjustments: Discussions on nuclear deterrence focus on the modernization of U.S. strategic forces, balancing deterrence against Russia and China, and the implications of extended deterrence.
• Iran’s Nuclear and Missile Capabilities: Reports indicate Iranian cargo vessels carrying crucial chemical ingredients for missile propellant, raising concerns about Iran’s growing missile capability.
• Ukraine Conflict and NATO’s Deterrence Mission: NATO leaders stress that a Russian victory would severely weaken the alliance’s credibility.
• U.S. Nuclear Strategy and Extended Deterrence Debates: Several officials emphasize the need for a robust and adaptable nuclear strategy to counter emerging threats from Russia, China, and Iran.

International Developments

Russia’s Defense Budget Expansion

• Russia’s military spending will increase to 13.5 trillion rubles, estimated at 7-8% of GDP, its highest post-Soviet military budget.
• Significant investments in modernized nuclear and conventional forces to maintain strategic parity with the U.S. and NATO.
• Russia’s total defense expenditure, when adjusted for purchasing power, rivals European military spending, highlighting its focus on long-term military capabilities.

Iran’s Missile and Nuclear Advancements

• Intelligence sources indicate Iranian cargo ships transporting missile propellant materials from China, raising alarms among Western security analysts.
• Iran continues uranium enrichment, prompting warnings from the UN about Tehran’s growing nuclear capability.

China & Russia’s Nuclear Expansion

• Reports predict that by 2035, China and Russia will collectively hold over 11,000 nuclear warheads, posing a direct challenge to U.S. nuclear deterrence.
• Concerns grow over China’s accelerated nuclear development and its integration into a broader strategic competition with the U.S. and Russia.

Key Strategic Issues on the Horizon

Escalation Risks in Space Warfare

• A RAND Corporation study warns that Russia may escalate conflicts in space early due to its heightened fears of a U.S. first strike.
• The study underscores Moscow’s increasing risk tolerance and potential responses to perceived U.S. threats in space.

Ukraine’s Role in NATO’s Deterrence Strategy

• NATO Secretary-General Mark Rutte warns that a Russian victory would weaken NATO’s credibility, requiring significant investments in deterrence.
• U.S. extended deterrence remains under scrutiny, with debates over whether the Biden administration’s fear of escalation weakened deterrence against Russia.

U.S. Strategic Nuclear Force Modernization

• The U.S. Air Force confirms that the Sentinel ICBM and B-21 Raider will remain the cornerstone of nuclear deterrence until at least 2050.
• Discussions continue over potential mobile ICBM systems, expanded long-range bombers, and additional dual-use aircraft to ensure nuclear survivability.

‘Iron Dome for America’ Missile Defense System

• President Trump’s proposal for a nationwide missile defense system—similar to Israel’s Iron Dome—is gaining momentum.
• Critics call it overly ambitious, but proponents argue that it is essential to counter growing threats from China, Russia, Iran, and North Korea.

Key Events

Upcoming NIDS Seminar (January 31, 2025)

• Speakers: Shoshana Byren (Jewish Policy Center) & Ilan Berman (American Foreign Policy Council).
• Topic: Iranian security threats to the U.S. and its allies, with a focus on Iran’s nuclear and missile capabilities.

NIDS conference at Truman Library (August 6, 2025)

• A 4-star USAF officer will serve as the featured speaker.
• Expected discussions on extended deterrence, strategic stability, and nuclear policy.

Conclusion

The ICBM Ear report for the week of January 23, 2025, highlights key developments in U.S. nuclear policy, global security challenges, and strategic deterrence issues. With Russia’s increasing military budget, Iran’s missile advancements, and China’s nuclear expansion, the U.S. faces a growing multipolar nuclear environment. Discussions on extended deterrence, arms control, and new strategic capabilities will shape U.S. defense posture in the coming years. The upcoming TRIAD Symposium and NIDS events will provide further insights into these critical security matters.

ICBM EAR for 23 Jan 25 was originally published on Global Security Review.

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.

ICBM EAR Report 13 Jan 2025 was originally published on Global Security Review.

Based on the latest EAR Report, these are the critical points on global security, upcoming events, and the ongoing discourse on nuclear deterrence, modernization, and geopolitical strategy for 2025.

Quotes of the Week

• Xi Jinping (China): “No one can stop the historical trend” of China’s “reunification” with Taiwan.”
• U.S. Ambassador Philip Goldberg (South Korea): Reaffirmed the U.S.-South Korean alliance amidst geopolitical tensions.
• DPRK Kim Jong Un: Committed to implementing the “toughest” anti-American policy while criticizing the U.S.-South Korea-Japan security partnership.
• Antony Blinken (U.S. Secretary of State): Highlighted Russia’s intentions to share advanced space technology with North Korea.
• NATO Official: Warned of unconventional Russian attacks causing substantial casualties.

Upcoming 2025 Seminar Events

1. January 10, 2025, 10:00 AM: Robert Soofer & Mark Massa on “The Case for Homeland Missile Defense.”
2. January 31, 2025, 10:00 AM: Shoshana Bryen & Ilan Berman on “Middle East Update and the Iranian Nuclear Threat.”
3. February 14, 2025, 10:00 AM: Stephen Blank & Mark Schneider on “Russian Intentions with Its Growing Nuclear Forces.”
4. February 28, 2025, 10:00 AM: Hon. Madelyn Creedon & Hon. Frank Miller on “Assessment and Update of the Posture Commission.”
5. March 14, 2025, 10:00 AM: Gordon Chang & Rick Fisher on “The Chinese Nuclear Threat & Implications for US Security.”

Nuclear Derangement Syndrome

• Criticism of nuclear deterrence is gaining momentum, focusing on framing nuclear weapons as both unnecessary and dangerous.
• The Union of Concerned Scientists highlights essays opposing nuclear modernization, which are countered with arguments emphasizing deterrence as essential for stability.
• The critique overlooks the strategic necessity of nuclear weapons in preventing large-scale conflicts and ensuring global security.

The Biden-Trump Arms Race

• Criticism: The Biden and Trump administrations’ claims of an arms race are exaggerated. They focus on necessary modernization within New START limits.
• Reality: Modernization efforts (Columbia submarines, Sentinel ICBMs, B21 bombers) align with treaty commitments, aiming for readiness by 2042.
• Key Concern: Rising nuclear capabilities of Russia and China surpass New START limits, demanding U.S. responses to maintain strategic balance.
• Counterarguments: Opponents argue modernization fuels an arms race, while proponents emphasize deterrence and technological edge against adversaries.

Download the full report.

ICBM EAR Report Jan, 3 2025 was originally published on Global Security Review.

The EAR Report is a must read for National security professionals to stay informed about rapidly evolving global threats and the strategic implications for U.S. defense policy.

This report addresses critical developments in nuclear deterrence, missile defense, and geopolitical trends, and equips professionals with actionable insights to navigate the complexities of modern security challenges effectively.

Commentary and Quotes of the Week

• Defense Secretary Lloyd Austin: Reaffirmed the U.S.-ROK alliance and the strengthening of extended deterrence through the Nuclear Consultative Group.
  Peter Huessy: Detailed the financial and strategic implications of eliminating the ICBM leg of the U.S. nuclear triad, emphasizing the costs of alternative measures for maintaining current deterrence levels.
  Jon Finer, Deputy National Security Adviser: Highlighted Pakistan’s emerging threat with the development of long-range ballistic missile capabilities.
  Bill Gertz: Revealed China’s rapid nuclear buildup and the expansion of its missile capabilities.
  Russian Leaders: Asserted advancements in missile systems and dismissed arms control as a relic of the past.
  Rep. Chuck Fleischmann: Stressed the urgency of modernizing the U.S. nuclear deterrent, citing contributions from Tennessee’s Oak Ridge Lab.

Strategic Developments of the Week

• China’s Military Build-Up: The Pentagon report highlighted Beijing’s dramatic advancements in hypersonic missile technology, nuclear warheads, and ‘intelligentized warfare.’
  Russia’s Strategic Actions: Russia’s legislative shift regarding the Taliban and progress in missile systems underlined its geopolitical maneuvers.
  U.S. Missile Defense Challenges: Reports emphasized the lag in U.S. hypersonic missile capabilities compared to China, pressing the need for enhanced missile defense systems.
  Space and Drone Developments: New legislation and technological advances highlight the increasing role of space and drones in modern warfare.

Important Reports of the Week

1. “President Trump Must Put the Nuclear Enterprise on a Wartime Footing” by Robert Peters:
   • Advocates for accelerating nuclear arsenal modernization to restore deterrence credibility.
     Calls for a stronger commitment to stockpile stewardship and missile defense.
2. “Importance of Building Homeland Missile Defense” by Robert Joseph:
   • Reiterates the vision of a comprehensive missile defense system to counter emerging threats.
     Proposes leveraging space-based systems for more robust and efficient protection.
3. “What Happens if the United States Eliminates the ICBM Leg of the Triad?”:
   • Examines the repercussions of removing the ICBM leg, including massive financial costs for alternative deterrence methods and strategic vulnerabilities.

Download the Full Report

ICBM EAR Report for December 20th was originally published on Global Security Review.

This report asserts that the United States is at a critical inflection point in global security,  facing mounting threats from an increasingly assertive China, a resurgent Russia, and a shifting nuclear landscape characterized by rapid technological advancements and diminished international agreements. This week we underscore the critical juncture at which the US finds itself—facing nuclear, economic, and strategic challenges requiring unwavering resolve and bipartisan cooperation.  Here are some highlights:

Quotes of the Week

1. Chelsey Wiley (IISS): “US–China tensions could lead to heightened security concerns for allies.”
   • Editor’s note: The focus must remain on countering China’s threats, not shifting blame to the US.
2. Admiral Tony Radakin (UK): “The third nuclear era is more complex, with proliferating technologies and absent security architectures.”
3. Palantir CEO: “Adversaries need to wake up scared; peace comes through strength.”
4. Rep. Chuck Fleischmann (R-TN): “Modernizing our nuclear deterrent ensures the US remains the global superpower.”

Essay of the Week

“Call it Chinese Communist Imperialism” by Christopher Ford (NIPP)

• Explores China’s military expansion and its quest for global influence.
• Highlights its nuclear ambitions and parallels with historical imperialism.
• Advocates for robust US policies to counter these threats.

Congressional Update

• FY25 NDAA: Approved at $895 billion, fully funding nuclear initiatives and strengthening deterrence.
• Key provisions:
  • Full funding for ICBMs and submarine components of the TRIAD.
  • Establishment of a unified Assistant Secretary for Nuclear Matters.
• New Congressional Members:
  • 78 new members, with significant additions to defense committees.
  • Focus on battleground states with strategic implications for military readiness.

Strategic Developments

1. China’s Nuclear Expansion:
   • Accelerating development of fast-breeder reactors for weapons-grade plutonium.
   • Collaboration with Russia raises global security concerns.
2. CSIS Wargaming:
   • Highlights the risk of nuclear escalation in a Taiwan conflict.
   • Diplomacy and readiness key to preventing catastrophe.
3. Third Nuclear Age:
   • UK and US emphasize increasing complexity in global nuclear threats from China, Russia, Iran, and North Korea.

Reagan Defense Forum: Key Takeaways

1. Panel 1: Indo-Pacific Challenges
   • Admiral Paparo stressed the urgency of deterrence in the face of China’s ambitions toward Taiwan.
   • Marine Corps General Eric Smith: “What would you pay not to lose a war? Everything and anything.”
2. Panel 2: Innovation in Defense
   • Heidi Shu: Encouraged bolstering supply chains and supporting small, innovative companies.
   • Senator Todd Young: Warned about biological threats and vulnerabilities tied to US-China economic ties.
3. Peace Through Strength:
   • Reinforced the need for defense investment to deter adversaries and maintain global stability.
   • Palantir CEO emphasized America’s role as a dominant power, inspiring both fear in adversaries and confidence in allies.

Read The Full Report

ICBM EAR Report December 8th was originally published on Global Security Review.

This week’s ICBM EAR Report is a must-read.  Here is a summary of what you need to know.

Notable Quotes: The week’s top quotes emphasize the importance of maintaining and modernizing the United States’ strategic deterrence capabilities to address the growing threats from peer nuclear adversaries, particularly Russia and China. ​ The quotes highlight the necessity of investing in defense to ensure global stability and deter potential conflicts. ​

1. Congressional Developments

Summary:

• Bipartisan discussions are ongoing to prevent a government shutdown, with Senate Majority Leader Chuck Schumer optimistic about progress. ​
• The NDAA for fiscal 2025 is nearing completion, with final issues being resolved at the congressional leader level. ​
• Key discussions include controlling trade with China and fostering AI development. ​
• Lawmakers aim to file the NDAA compromise package by the end of the week and send it to the White House by Christmas. ​

Key Takeaways:

• Bipartisan efforts are crucial to avoid a government shutdown. ​
• The NDAA is close to finalization, focusing on trade and AI. ​
• Timely filing and approval of the NDAA are essential to meet the legislative deadline. ​

2. Reagan Forum

Summary:

• The Reagan Defense Forum on December 7, 2024, highlighted significant strategic discussions. ​
• Key speakers included Senator Fisher, Admiral Paparo, and Marine Corps Head Gen Eric Smith.
• Topics covered included China’s military ambitions, the importance of deterrence, and the need for a strong defense budget.

Key Takeaways:

• China’s military expansion and ambitions regarding Taiwan are major concerns. ​
• Strong deterrence and defense funding are essential to maintain global stability. ​
• The US must prioritize strategic investments to counter potential threats from adversaries. ​

3. US Administration Developments ​

Summary:

• The Biden administration released a nuclear employment guidance report, leaving major decisions to the incoming Trump administration. ​
• The report emphasizes the need to deter multiple adversaries simultaneously but does not mandate an increase in nuclear forces. ​
• The guidance supports integrating non-nuclear capabilities into nuclear planning. ​

Key Takeaways:

• The Biden administration’s guidance leaves room for the Trump administration to shape nuclear strategy. ​
• Deterring multiple adversaries is a key focus, but no immediate increase in nuclear forces is required. ​
• Integration of non-nuclear capabilities is emphasized for a comprehensive deterrence strategy. ​

4. Special Reports

Summary:

• Reports cover various critical topics, including the situation in Ukraine, the potential onset of World War III, and the prospects for nuclear anarchy. ​
• A detailed assessment highlights the need for the US to maintain and modernize its Sentinel ICBM force. ​
• The Federation of American Scientists (FAS) essay argues against worrying about China’s nuclear buildup, suggesting it won’t match US or Russian capabilities. ​

Key Takeaways:

• The global security environment is increasingly volatile, with significant conflicts and nuclear threats. ​
• Maintaining and modernizing the US nuclear arsenal, particularly the Sentinel ICBM force, is crucial for deterrence.

There is debate over the significance of China’s nuclear buildup and its implications for US security policy.

Peter Huessy is a senior fellow at the National Institute for Deterrence Studies.  Views expressed in his reports are his own.

There is much more to read in the full report, download below. 

December 6 ICBM EAR Report was originally published on Global Security Review.

This week’s EAR Report brings critical updates on global security dynamics in a world fraught with geopolitical tensions and nuclear threats. ​ From the evolving nuclear doctrines of major powers to the strategic imperatives of missile defense, we provide a comprehensive overview of the current state of international security. ​ Understanding these developments is crucial for policymakers and the public as nations grapple with the complexities of deterrence and defense. ​

Strategic Developments: New Russian Nuclear Doctrine Summary ​

Russian President Vladimir Putin has ratified a revised nuclear doctrine, emphasizing nuclear deterrence against potential adversaries, including countries and military alliances that view Russia as an enemy. ​ The doctrine allows for nuclear responses to significant threats to Russia’s sovereignty, even from conventional weapons, and includes the possibility of nuclear retaliation if Belarus, as part of the Union State, is attacked. ​

Homeland Missile Defense ​

North Korea, Russia, and China continue to enhance their long-range missile capabilities, posing a threat to the U.S. homeland. ​ The next U.S. president must prioritize restoring credible missile defense. ​ Recommendations include developing space-based sensors for persistent missile tracking, advancing boost-phase intercept technologies, and creating a multi-layered defense framework incorporating land, sea, air, and space interceptors. ​ The goal is to counter both rogue state missile salvos and limited nuclear launches from major powers. ​

Deterring the Nuclear Dictators: Foreign Affairs by Madelyn Creedon and Franklin Miller ​

The U.S. faces renewed nuclear threats from Russia, China, and North Korea. ​ The Biden administration has updated nuclear-targeting guidance to deter these adversaries simultaneously. ​ However, modernization efforts for the U.S. nuclear deterrent are hampered by industrial base limitations, material shortages, and funding gaps. ​ The next administration should expedite modernization without extensive policy reviews, focusing on replacing aging systems and enhancing the defense industrial base. ​

Key Takeaways

1. Russian Nuclear Doctrine: Emphasizes deterrence against adversaries and allows nuclear responses to significant threats, including conventional attacks. ​
2. Missile Defense: Urgent need for a comprehensive, layered missile defense system incorporating advanced technologies and space-based sensors. ​
3. U.S. Nuclear Deterrence: Updated guidance to deter multiple adversaries; modernization efforts must be accelerated to address current and future threats. ​
4. Industrial Base Challenges: Modernization of the U.S. nuclear arsenal is hindered by industrial limitations and funding issues. ​
5. Strategic Imperatives: The U.S. must maintain a robust nuclear triad and enhance its defense capabilities to ensure national and allied security. ​

ICBM EAR Report – November 22 was originally published on Global Security Review.

ICBM EAR Report Nov 5, 2024 was originally published on Global Security Review.

Reports

The Only Nuclear Deterrence Strategy America Needs.
Dynamic Parity by Curtis McGiffin and Adam Lowther
https://thinkdeterrence.com/dynamic-parity/

The latest ICBM EAR Report by Peter Huessy
https://globalsecurityreview.com/icbm-ear-report-october-28th-2024/

Articles

Nuclear Devices in Space by Joe Buff
https://globalsecurityreview.com/nuclear-devices-in-space/

Hypersonic Horizons: The Next Generation of Air Superiority by Joshua Thibert
https://globalsecurityreview.com/hypersonic-horizons-the-next-generation-of-air-superiority/

Podcasts

Real Space Strategy: Starlink, Key Tool in the Battle for Freedom?
https://globalsecurityreview.com/real-space-strategy-starlink-key-tool-in-the-battle-for-freedom/

Podcast Episode: Keeping AI Honest in Nuclear Command and Control
https://globalsecurityreview.com/podcast-episode-keeping-ai-honest-in-nuclear-command-and-control/

For more compelling reports and analysis visit us at https://thinketerrence.com and https://globalsecurityreview.com

Weekend Gouge – November 8, 2024 was originally published on Global Security Review.

Key Issues Include:

Korea and Russia News

1. North Korean ICBM and Military Collaboration with Russia
   • North Korea recently launched its most powerful intercontinental ballistic missile (ICBM) to date, signaling its intent to counter U.S.-South Korean alliances. Following this, the U.S. and South Korea held joint air drills as a show of force.
   • Reports indicate North Korean troops in Russian uniforms are heading to Ukraine, marking a potentially destabilizing support for Russia’s war efforts. North Korea may seek advanced nuclear technology from Russia as part of their cooperation.
2. Strategic Reactions and Military Developments
   • The U.S. and South Korea have pledged deeper military and technology cooperation, emphasizing nuclear defense scenarios. Meanwhile, North Korea’s alignment with Russia is raising concerns about heightened regional instability and the potential extension of the Ukraine conflict.

ICBM Report to Congress on LGM-35A Sentinel

1. Program Overview
   • The LGM-35A Sentinel, set to replace the aging Minuteman III, forms the land-based leg of the U.S. nuclear triad. The Sentinel will enhance the U.S.’s deterrent capabilities with an expected procurement of 634 missiles, modernized silos, and facilities across strategic areas
2. Funding and Development
   • The FY2025 budget includes $3.7 billion from the Department of Defense and $1.1 billion for the W87-1 warhead from the National Nuclear Security Administration. Modernization will involve upgrades to 450 silos and over 600 facilities, establishing the Sentinel as a long-term, modular system to address future threats
3. Strategic Justifications
   • As a critical element of U.S. defense, the Sentinel program is designed to meet evolving threats, preserve industrial capabilities, and ensure cost-effective lifecycle management. The Air Force targets initial deployment in 2029.

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ICBM EAR Report October 28th 2024 was originally published on Global Security Review.

Eight recent assessments of future prospects for strategic stability in light of growing nuclear dangers have been brought forward for consideration including (1) a Brookings Institute essay by Caitlyn Talmadge on the Biden and Trump approaches to nuclear deterrence; (2) Representative and Intelligence Chair Mike Turner’s nuclear and space related remarks at CSIS; (3) Joe Cirincione’s description of the Biden and Trump nuclear agenda’s as dangerously bad and worse, respectively; (4) Professor Wittmer’s complaint that everything Trump might do or has done on nuclear deterrence has accelerated the “arms race”; (5) Brad Robert’s top-notch look into the future about what the LLNL program director describes as “unwelcome” truths  that must be faced; (6) Mark Schneider’s welcome assessment of what French President Macron is trying to do with extended nuclear deterrence in Europe and the related pitfalls; (7) Mathew Kroenig and Mark Massa review the value of ICBMs and particularly what is required for future ICBM related nuclear deterrence–and in their usual scholarly manner; and (8) commentary by Mike Albertson of LLNL and (9) Con Coughlin of Gatestone about what the US  and its allies are facing over the next few decades in the nuclear arena and why meeting the deterrent challenge is both very interesting but also absolutely challenging. Coughlin’s top concern is the US non-confrontational policy with respect to Iran and the relative loss of credible US deterrent capability.

The Critics

Talmadge, Wittmer, and Cirincione portray former President Trump as some kind of nuclear Mad Hatter or Dr. Strangelove who will bring about nuclear Armageddon, although all three largely get  recent nuclear deterrent history wrong. However, their narrative is common with Hollywood and reflected in both the new Oppenheimer film, as well as in Annie Jacobson book that describes current US nuclear deterrent strategy as “Mad” and immoral. Cirincione even describes the Biden nuclear modernization program as highly dangerous even though its entirety fits within the confines of the New START agreement of 2010.

As for Whitmer’s claim the “arms race” accelerated after 2017, the facts are that as of 2010, Russia had already planned the deployment of some 29 new types of strategic and theater nuclear weapons, which have remained on schedule and are now over 90% complete.

As for whether the US should have shown restraint, an amendment to kill the ICBM leg of the Triad was offered by Representative Garamendi in June 2021 in the HASC and House floor, with the Democrats in the majority, and lost 49-9 in Committee and 308-119 on the House floor. And as Dr. David Trachtenberg has shown in a previous essay, the idea that US restraint in US deployments of nuclear weapons will generate similar restraint among our adversaries is debunked by history. As former defense secretary Harold Brown once quipped, “We build, they build. We stop, they build.”

Steady as You Go & Enhancements Needed?  .

Another perspective comes from the essays of Dr. Roberts, Dr. Kroenig and Mr. Massa. They both are excellent contributions to the growing proposals of how to meet the challenge of what Admiral Charles Richard described as a projected two peer nuclear armed enemies of the United States by 2035. Both analyze the program of record which is based on the force structure planned in 2010 and which fits within the New START agreement which has been observed for the past three administrations, including that of President Donald Trump for 2017-21.

Kroenig and Massa explore former HASC Chairman Smith’s proposal to eliminate all ICBMs. Their unique contribution is to point out if ICBMs are so needed they might be launched promptly during an attack, it makes no sense to eliminate their capability, especially as it would eliminate a key required deterrent capability while also leaving the US with roughly 12 targets on land and at sea which if eliminated would put the US out of the nuclear business. As former NDU President General Mike Dunn once explained, “Why would we make it easier for our enemies to disarm us?”

Dr. Brad Roberts explains the positive days of 2010 are now gone, and the unwelcome truths are that we are entering a very dangerous nuclear era but which we must squarely face. He is concerned a future US administration might fail to continue the US extended deterrent over NATO and our Pacific allies, with the possible consequence that our allies seek their own nuclear deterrent, which could have serious consequences for the nuclear non-proliferation regime. And his top concern is the relative lack of urgency with which US national leaders take to the nuclear table, as the consequence of inaction or delay could be deadly.

NIPP’s Mark Schneider looks at what President Macron is proposing for extended deterrence in Europe as wholly inadequate for NATO’s security but should be fully examined. It is important to note when discussing the US relationship with NATO that under the previous administration, the DoD resources devoted to defending our NATO allies increased significantly, as did the number of NATO members that met the 2% spending target for defense, completely consistent with previous President Trump’s recent declaration that he is “100%” with NATO.

House Intelligence Chair Mike Turner explores with Dr. Kari Bingen of CSIS the big threats facing the US (which the critics reviewed here hardly mention). The Russian deployment of ASAT nuclear forces is a serious threat says Turner to US space assets, while the Posture Commission support for widespread missile defense capabilities is a big breakthrough and hopefully will lead to rapid new US deployments says the Ohio representative.

The highlight of the new NIPP study by Schneider is the chart on what Russia is currently building or has in development—some 26 new nuclear types of weapons while the US has five. The Russian force moderation is near 93% complete according to the Kremlin while the US modernization effort has yet to place its first SNDV or strategic nuclear delivery vehicle into the force.

Program of Record Plus

The three critics of current modernization are primarily concerned with four augmentations to the program of record, as well as the rhetoric and diplomatic actions of the former President, even in the case of Cirincione thinking even the Obama era current program of record is highly dangerous.

As the Strategic Posture Commission report emphasized, the current program of record is necessary even critical but it is not adequate to the deterrent task before us. One thing being proposed by Brad Roberts, for example, is the development of a Navy cruise missile that would be nuclear armed, a Tomahawk technology removed from the theater nuclear force inventory by President Herbert Walker Bush but then dismantled by the Obama administration.

The stealthy, prompt and survivable at sea theater system would meet all the criteria needed for a sound theater deterrent and would meet the current gap between US vs Russian and Chinese theater systems in the European and Pacific theaters. The number that might be deployed would probably be in the intermediate dozens of such weapons, but certainly not anywhere near the 1900 Russian theater systems identified by the US intelligence community, to say nothing of what the Chinese may have deployed. But as Franklin Miller writes July 10^th, “a U.S. nuclear sea-launched cruise missile would enhance deterrence and reassure allies in peacetime and crisis, and, in wartime, provide a President with additional options to prevent enemy nuclear escalation. The W 76-2 is an excellent weapon, but any President deserves more than one option; the combination of the ballistic W 76-2 and the airbreathing SLCM-N would provide a President with significant flexibility to manage a crisis.’

Another augmentation has been completed and that has been adding low-yield nuclear weapons to the D-5 missiles, again for a total number of such weapons in the low dozens at most, an added capability endorsed by the current administration. Both the low-yield D-5 and a SLCM-N would help rectify the current theater imbalance and be able to deter the use of such weapons at the low end of the nuclear spectrum, which itself enhances deterrence, avoiding what then Senator John Kennedy declared in 1959 was the bad choice between all out Armageddon, (massive retaliation), or surrender (standing down.) .

Additional elements of enhancing the US deterrent posture especially after New START expires would be adding warheads to the US ICBM and SLBM force of 692 missiles as envisioned by the 12 Columbia class submarines (the minimum needed) and 192 D-5 missiles and the 400 Sentinel missiles, although there are proposals on the table for also deploying the 50 reserve ICBMs allowed as a hedge under New START. As well as to upload our B52s and other bombers.

Implementing the Hedge?

When taken together, the US has a hedge capability of around 1000 additional warheads the US could add to its strategic nuclear posture and could do so over a period of 3-4 years depending on how fast the US could deploy additional ICBM warheads on either the legacy MMIII ICBMs or the new Sentinel system. Whatever is the case, the roughly 2800+ warheads the US could have in its strategic nuclear force by 2035 would be dwarfed by the projected Russia and China nuclear forces, which Professor Chris Yeaw, at the 20^{th of} June Triad Symposium at LSUS,  has projected will reach some 10,000 warheads.

In short, what proponents of nuclear enhancements vs nuclear restraint are arguing over is the deployment of some 1000 US warheads or an augmentation of the US strategic force of some fifty percent of the current US strategic, long-range force. Even if one adds in a force of 300 theater systems including the current gravity bombs in Europe and the projected new SLCM-N theater forces, the total buildup for the United States would at best reach 3000 warheads by the middle of the next decade. Or more likely the following decade some 20 years hence if the fully modernized force of 12 Columbia class submarines and SLEP D-5 missiles, 20 B21 bombers and associated cruise missiles and 400-50 Sentinel missiles, is fielded.

Given the breathtaking expansion of Russian and Chinese forces already underway, such a US response is nothing but practical and proportionate and well within a reasonable calculation of what is required, as Franklin Miller has noted, to right the current deterrent imbalance, without necessarily matching warhead for warhead the projected deployed Russian and Chinese forces.

The critics of enhancement, however, spend almost no time doing an informed review of how they would correct the current imbalance except to claim the US is unnecessarily leading a new arms race (demonstrably wrong), or as Cirincione put it, seeking to wage nuclear war (again demonstrably absurd).

The next US Administration and the JCPOA, North Korea, INF and Arms Control.

What the critics concentrate on is the rhetoric and diplomatic action of the previous administration. These actions include withdrawal from the JCPOA, the joint nuclear agreement with Iran, the withdrawal from the INF treaty, and the US relationship with North Korea and its nuclear and missile forces.

North Korea and the Button

The former President did remind the leader of North Korea that the US did have a more formidable nuclear deterrent than the DPRK and that our deterrent after decade of testing actually worked. Both comments were perfectly consistent with the time-honored point of the US deterrent strategy: (1) our deterrent is very large and (2) we have the will to use it should North Korea attack the United States. Interestingly, the NPRK did not test a nuclear weapon or test an ICBM range missile during 2017-20.

Iran & The JCPOA

The United States never ratified the Iranian JCPOA as the votes were not there in the US Senate. The deal could not be ratified because it was a bad deal. Instead, the previous Obama administration used a clever rube goldbergian strategy to secure an occasional review of the agreement by the US Senate. The agreement allowed the Iranians to build up an enhanced capability to produce weapons grade nuclear fuel, with the requirement that the low-level produced fuel be exported—primarily to Russia. However, since all the provisions in the deal expire soon, where are the diplomatic efforts over the past 2 ½ years to extended the agreement or make it permanent if its provisions are so demonstrably good? The fact that Iran may have been adhering to the provisions of the deal does not magically change the terms of the deal from terrible to good!

And where is the diplomatic effort for the US  to sign back up to the JCPOA and this time get the Senate to agree? In fact, much of the opposite has occurred including the US dropping sanctions against Iran, which then provided to Tehran tens of billions in hard currency. On top of which, despite the US restraint, Iran has attacked the US some 170 times between October 2023 and January 2024.

Including killing and wounding US servicemen and women, to saying nothing of planning, arming and financing the horrible Hamas slaughter of Israel’s last October and the launching of hundreds of missiles and rockets against Israel this spring. No such attacks occurred during the previous administration as Iranian hard currency reserves fell to around $10 billon, which is near 1/10^th their current level, and contributed significantly to the Iranian lack of resources to conduct its serial terrorist activities.

Even more dangerous is that Iran in cooperation with China, Russia, and the terrorist group Houthis, has engineered a  new form of piracy where ocean borne freight traffic, including oil tankers are denied access to the Red Sea and Suez Canal unless they agree to abide by new Chinese rules, a kind of ocean toll road regime, as outlined recently by the group Committee on the Present Danger-China.

And as a former US Chairman of the Joint Chiefs of Staff told Congress about the Somalia based “pirates,” they could only locate ships at sea with the use of GPS—which as only the US and Russia could provide such technology it was obvious with what country  the pirates were doing business.

INF & Arms Control Prospects?

The previous administration did try and bring China and Russia do the arms control table but were harshly criticized for thinking China would agree to any such warhead ceilings while trailing the US inventory—although the Soviets did just that in SALT I with respect to the balance in strategic forces in 1972. And despite being outgunned 2000/1 by the Soviets SS-20 deployments, President Ronald Reagan successfully secured the removal of all Soviet SS-20 missiles from both Europe and Asia, while strengthening NATO and our Pacific alliances.

As for the INF treaty, it is widely known the Russians were serially cheating on the agreement. Having only one party to a treaty that is complying with is hardly the way international agreements work, although perhaps the critics have some suggestions which were absent from their essays.

The Record of Arms Control Deals

The tendency for the critics of former President Trump is to claim those with whom they disagree are somehow “against arms control,” in favor of arms races and want to fight nuclear war. These claims were made against President Reagan, who in fact once quipped his domestic critics were harsher in their opposition to his nuclear modernization plans than was the USSR!

In hosting some multiple hundreds of arms control seminars from 1983 through 2024, the actual facts are startling: Republican Presidents cut US strategic long-range nuclear forces from over 10,000 to roughly 2200, and reduced theater nuclear forces by additional multiples of ten thousand warheads, while also securing –for a multiple of reasons– massive reductions in Soviet and then Russian nuclear weapons amounting to also multiple tens of thousands.

Where and When Did Modernization Start?

Unfortunately, as retired General John Hyten explained during the last ten years of his military leadership as Deputy Commander of the USAF Space Command, then  as Commander of US Strategic Command, and then Vice Chairman of the Joint Chiefs, Putin had a plan to fully modernize his forces starting in 2004 and not continue on the path of further nuclear reductions but to actually augment the Russian force to multiples of the New START allowable force.

According to Rick Fisher and Bradley Thayer and Mark Schnieder, the Chinese too had plans to build up to over 1500 strategic nuclear warheads, fully adopted in the 2008-9 timeframe, both demonstrably before the Trump administration, which completely obliterates Professor Wittmer’s complaint that the Chinese and Russian nuclear buildups are all Trump’s fault.

The Great Unravelling

Indeed, the arms control progress assumed to be holding from START I to New START has come unraveled. Although it’s tempting to “always blame America” for the rogue behavior of Xi and Putin, their nuclear transgressions are all their own as the Posture Commission explained—to them nuclear weapons are instruments of coercion and blackmail, to serve not to deter the interests of military aggression.

But on the current administration’s watch as Ms. Talmadge admits, things no longer hold: “Iran is now closer to a nuclear weapon. North Korea’s arsenal can more directly threaten the United States. China’s nuclear arsenal is expanding as it becomes increasingly confrontational toward Taiwan…and Russia is now engaged in a major conventional war on NATO’s border.’ The origin of the relative loss of US deterrent capability may be a complicated subject, but that the US has lost some deterrent strength is unquestioned. The key will be, as the Strategic Posture Commission boldly explained, to restore US deterrent strength on a bipartisan, lasting basis so we can successfully meet the challenges of the new nuclear era.

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The Prospects for Nuclear Deterrence in the Next American Administration was originally published on Global Security Review.