Nonproliferation has been the goal of America’s foreign policy since the end of the Cold War more than three decades ago. At that time, the biggest concern was the possibility of the crumbling Soviet military apparatus being captured by rogue states, terrorist organizations, and other non-friendly entities that could use Soviet expertise and technological prowess to develop means to attack the United States. The Cooperative Threat Reduction Program (CTR), for instance, was started in 1991 to assist the Soviet Union and its “successor entities” to “destroy nuclear, chemical, and other weapons; transport, store, disable, and safeguard weapons in connection with their destruction; and establish verifiable safeguards against the proliferation of such weapons.”

Since then, many more programs have been created to control exports of sensitive and dual-use materials. Regardless of the effectiveness of these programs, it might seem that the world has entered a new era of proliferation as allies and partners, among others, start to question the security commitments of the United States and the possible prospect of developing their own nuclear programs.

Whether the US would actively defend its allies and partners if attacked, thousands of miles away from American territory, has long stimulated debate. Now, more than ever, Ukraine and the Middle East are important centers of attention following their years-long conflicts and the involvement of the United States. In Ukraine, for instance, President Trump called for peace negotiations, allegedly, without the consent of Ukraine.

Amid these decisions, conflicting messages were shared by American officials on the issue. On the one hand, President Trump stated that “Ukraine may be Russian one day, or not,” and that there were discussions on the possibility of a deal to provide the United States with part of Ukraine’s mineral deposits in exchange for American weapons. On the other hand, Secretary of Defense Pete Hegseth stated that North Atlantic Treaty Organization (NATO) membership for Ukraine is unrealistic and that the country should abandon its hopes of a return to its pre-2014 borders.

The fears running among Ukrainians and other European partners are shared. What if the US withdraws its assistance from Ukraine? What about the rest of the continent? On Monday, February 17, 2025, European leaders met to form a united front during an emergency meeting in Paris to discuss Trump’s plans for Ukraine and the continent. In this meeting, the reliability of Europe’s key transatlantic partner might be questioned. As this situation and the negotiations continue, many possible outcomes are certain to receive attention.

One of them includes the possibility of developing or expanding European nuclear programs, which is an idea floated for some time. For instance, Elena Davlikanova, from the Center for European Policy Analysis, reported that “[d]uring his speech in Brussels on October 17, Ukrainian President Zelenskyy voiced what many Ukrainians are thinking, that in the war for its existence, Ukraine now has a choice between NATO membership or manufacturing nuclear weapons.” If, according to the US Secretary of Defense, Ukraine’s membership in NATO is dismissed, then the other viable option for Kyiv is clear. And so might be for other US partners and allies.

In the Middle East, furthermore, a similar situation could be addressed. Since the last violent exchanges between Israel and Iran, concerns were raised about the possibility that Iran may now finally develop its own nuclear program with the assistance of Russia. Moreover, President Trump’s plans to expel ethnic Palestinians from Gaza and turn it into the “Riviera of the Middle East” could fuel concerns among Arab partners.

Along these lines, Arab states, friend or foe of the US, may acquire nuclear capabilities if they perceive their interests (regime survival, national integrity, sovereignty, etc.) are at stake and if they consider the growing US-Israel alliance a security risk. Iran could definitely see it this way, but what about the newly established Syrian government? The historical competition between Israel and Syria could now further expand as Islamist organizations now control the country.

Overall, two roads seem to be ahead of us. If the Trump administration’s goal is to partially denuclearize China and Russia, then concessions (“sacrifices”) will need to be made, which might include surrendering Ukraine to Moscow and, perhaps, Taiwan to Beijing—or at least the sovereignty claims of the South China Sea. If this is the case, the US alliance may tremble, encouraging US partners and allies to pursue their own independent nuclear programs. The other road leads to the support of US partners and allies but without facing real possibilities of engaging in arms control negotiations with either China or Russia.

In other words, the status quo would be maintained. The Trump administration would need to start evaluating these two paths ahead, but partners and allies should also play their part to convince the administration that they are not a burden to carry, and that keeping the alliance alive will also benefit the United States in the short and long term.

Santiago Spadiliero is a doctoral candidate at Missouri State University’s School of Defense and Strategic Studies whose research is focused on great power competition, deterrence, and America’s missile defense architecture.

President Trump’s Foreign Policy Could Encourage Proliferation 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.

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.

1. Modern Escalation Dominance Is Essential to Effective Deterrence and Assurance
   Joe Buff discusses the critical role of escalation dominance in maintaining effective deterrence strategies. He emphasizes the need for modernized approaches to address evolving global threats.
2. The Geostrategic Mind of Iran
   Mohamed El Doh delves into Iran’s strategic thinking, exploring its geopolitical maneuvers and regional ambitions. The article comprehensively analyzes Iran’s influence in the Middle East.

Discover how experts propose solutions to international conflicts, navigate energy vulnerabilities, and build confidence in contested domains like space and the seas.

Download the full gouge.

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The Weekend Gouge was originally published on Global Security Review.

The book is fast-paced and covers Nitze’s career in and around government in just 268 pages. James Graham Wilson, an historian at the US State Department, draws on voluminous archived notes of White House meetings and State Department documents to build his description of Nitze’s influence. This allowed the author to clearly and confidently identify what and how Nitze’s ideas were injected into treaties and American policy. Wilson also does not shy away from criticizing Nitze’s policy or personal shortcomings where warranted. This makes for a complete yet consumable treatment of Paul Nitze’s work.

Whether working in the Department of State or Defense, where Nitze served, aspiring national security professionals should be reading this book. Following Paul Nitze’s career path might be impossible today, but tracing it offers many useful insights.

Nitze made a personal fortune investing during the volatile years of the market crash and depression. He married into political connections and with his comfort secured, could have lived a life of leisure, but chose a life “in the arena” instead. Nitze first applied his exceptional analytical skills to a pressing national security issue—assessing the value of strategic bombing in World War II. It was here, with the US Strategic Bombing Survey, that the Nitze way came to prominence. As Wilson tells it, this “way” is to find the facts, use them to craft executable plans for securing American “predominance,” and then fight aggressively but patiently to get that plan implemented.

The Bombing Survey demonstrated that strategic bombing did not achieve the goals its advocates claimed, earning Nitze no friends in the Pentagon. His analytical accuracy, candor in presentation, and independence of thought earned him the respect of President Truman, Eisenhower, and most presidents that followed.

Paul Nitze has a particular policy related to nuclear weapons. His influence did not depend on his holding a position in government but transcended political partisanship. He saw himself as a “man of action” who fused his mathematical mind with the social sciences and balanced theory with his practical experiences to provide realistic policy. Wilson’s Nitze changed his views rarely and did not shy away from bullying when the tactic appeared useful.

Nitze’s laser focus on America first policies put the country on the path for peace through strength well before those were popular slogans. His loyalty to national interest over personal gain was showcased in a scathing op-ed he helped write that attempted to scuttle the Strategic Arms Limitation Treaty, once he came to see it as counter-productive to defense.

United States Objectives and Programs for National Security (NSC-68) was Paul Nitze’s first, and perhaps most important policy document. Wilson dedicates a chapter to this product, but it permeates the entire book. Wilson shows how this document was so much more than simply a plan to deal with Soviet nuclear weapons. It was close in impact to Kennan’s Long Telegram. While sensitive to the value of public debate on defense policy, Wilson demonstrates that Paul Nitze was self-conscious about publishing. However, Wilson credits Nitze with an impressive writing feat in NSC-68, functionally creating the first national security strategy. This document certainly echoes across the decades from its initial presentation to Truman in 1950 well past the Cold War.

Later in his career, Nitze led President Ronald Reagan’s negotiation team for the anti-ballistic missile and intermediate nuclear forces treaties. Nitze consistently pushed for a strong US nuclear posture to enable effective negotiations. This is reflected in deterrence theory today in books like Matt Kroenig’s The Logic of American Nuclear Strategy: Why Strategic Superiority Matters.

Advocacy for high defense budgets did not restrict Nitze from calling for complete nuclear disarmament later in life. He believed that the 1991 Gulf War showed that this could be achieved because of the strategic effects of precision-guided weapons and what the Biden administration calls integrated deterrence.

Some of today’s up and coming defense policy and strategy practitioners may have a hard time relating to Paul Nitze’s privileged upbringing or his self-made independent wealth. Wilson’s assertion that it is unlikely that anyone today could move back and forth across the political aisle like Nitze did is probably true. But there are many useful nuggets of Nitze wisdom and experience in this book that are useful for new and well-practiced policymakers. Wilson’s Nitze is a persistent yet practical advisor at the nexus of defense and diplomacy whose work covered most of the last century but whose impact will likely reach into the next. Paul Nitze’s professional life is worth your time and this book is a great introduction to his work.

James McCue is a retired USAF aviator and nuclear security professional. He is an expert on nuclear strategy and national defense policy. He is a fellow with the National Institute for Deterrence Studies and Associate Editor for Global Security Review. Views expressed in this article are the author’s own.

Reflections on America’s Cold Warrior was originally published on Global Security Review.