In his “Ile Longue” speech on March 2, 2026, French President Emmanuel Macron delivered a message that will echo across European capitals for years to come. For the first time, a European leader publicly articulated that France’s nuclear deterrent carries a distinctly “European dimension.” While the ultimate authority to launch remains the prerogative of the French President, Macron made it clear that an attack on a key European partner could trigger a French nuclear response. This is not a symbolic gesture: it reflects a growing recognition that Europe can no longer rely solely on the United States to guarantee its security. In a world where great-power priorities are increasingly transactional, Europe is beginning to define its own strategic boundaries.

The 2026 U.S. National Defense Strategy (NDS) reinforced this reality. By designating Russia as a “European responsibility,” the strategy signals a deliberate shift: Washington will focus its conventional forces on the homeland and the Indo-Pacific Theater, leaving Europe to confront the Russian threat largely on its own terms. The nuclear umbrella remains intact, but the implicit promise of automatic conventional reinforcement is fading. Even seemingly peripheral actions, such as elevating Greenland to a primary U.S. homeland interest alongside the Panama Canal, highlight an unmistakable message: European security is now secondary to America’s own global priorities. Transactions, not guarantees, define the relationship, and Europe is taking note.

This strategic recalibration has deepened a credibility gap that European policymakers cannot ignore. Repeatedly questioning of NATO’s relevance, combined with explicit demands for Europe to “Buy American,” has underscored a harsh truth: the U.S. is no longer a guaranteed partner for long-term security. European arms imports from the U.S. surged to $68 billion in 2024, a fivefold increase over the 2017–2021 average, while American threats of trade countermeasures in response to “Buy European” procurement rules have reinforced the perception that collective defense is contingent on economic acquiescence. For many in Berlin, Paris, and Warsaw, the lesson is stark: security can no longer be assumed; it must be actively prepared.

Europe’s response has been both practical and psychological. The continent is actively building a more integrated and networked continental defense architecture, driven by a growing demand for strategic autonomy—particularly in areas such as drone defense, air and missile defense, and long-range strike capabilities. This effort reflects a gradual shift toward forward deterrence, in which credible conventional capabilities are positioned to signal readiness and resilience in the face of potential aggression. Forward deterrence, therefore, is not simply about stationing troops or deploying hardware; it represents a broader strategic mindset in which Europe seeks to reduce its structural dependence on external guarantees. While European defense infrastructure is not yet fully independent of Washington, ongoing investments and integration efforts indicate a clear trajectory toward greater operational autonomy, with more robust capabilities expected to mature between 2025 and 2030.

Meanwhile, France and the United Kingdom through the Northwood Declaration are exploring ways to “Europeanize” their nuclear forces, offering broader protection to allied partners while retaining national control over launch decisions. Macron’s speech embodies this principle: strategic assets—including Rafale jets and the planned next-generation nuclear submarine, “The Invincible”—can now be dispersed across allied territory to provide strategic depth and complicate adversary calculations. For the first time, non-nuclear partners such as Germany and Poland are participating in joint exercises that directly interface with French nuclear capabilities. The psychological message is clear: Europe is beginning to assert a sovereign layer of deterrence that complements, rather than replaces, NATO’s structures.

Poland’s recent statement that it may eventually seek its own nuclear weapons, as President Tusk indicated, also highlights the accelerating sense of urgency in Eastern Europe. So here the question arises that While Macron’s “Europeanized” nuclear deterrent provides a layer of strategic depth, then why Poland seeks to own nuclear weapons? The answer is that Macron’s forward deterrence is not scaled to cover the entire continent comprehensively, particularly in regions most exposed to Russia. For Warsaw, the calculus is simple: if U.S. guarantees are increasingly transactional, and if NATO’s nuclear planning remains centered in France and the U.K., then relying solely on allied deterrence is insufficient.

This development illustrates two broader dynamics. First, it highlights the limits of “second-layer” nuclear deterrence. Even with France operationally dispersing assets and including non-nuclear allies in exercises, some countries may feel compelled to consider independent capabilities to ensure credible protection. Second, it signals that Europe’s forward deterrence is moving from theory into practice, not only in doctrine and exercises but in actual national policy deliberations. Warsaw’s potential pursuit of nuclear weapons is less a provocation than a symptom of the same trend already evident in France and Germany’s expanded conventional and nuclear postures: Europe is taking responsibility for its own security.

Hence, Macrons’ speech represents a redefinition of European strategic autonomy. Between 2021 and 2024, EU defense spending rose by 30 percent, reaching €326 billion, signaling a growing recognition that reliance on Washington alone is no longer sustainable. European governments are investing not just in hardware, but in doctrine, interoperability, and the credibility of their deterrent posture. Strategic autonomy, once rhetorically flourishing, has become an existential imperative. Forward deterrence and strategic autonomy are complementary layers of security designed to mitigate the risk of over-reliance on an American partner whose priorities may shift.

Europe is thus navigating a delicate balance. It is neither abandoning NATO nor discarding the U.S. nuclear guarantee. Instead, it is learning to prepare for a future in which guarantees are no longer unconditional. The era of unquestioned extended deterrence is ending, and the continent must act with foresight. Forward deterrence is more than a strategic posture; it is a signal to Moscow, to Washington, and to Europe’s own citizens that the continent is willing and able to take responsibility for its own defense.

Europe is no longer a passive theater under American protection. It is a region preparing to defend itself, thoughtfully and decisively, in a strategic environment defined by uncertainty, transactional alliances, and shifting global priorities. Macron’s “Ile Longue” speech may have been delivered in France, but its message resonates across the continent: the future of European security will be determined not by the automatic extension of U.S. deterrence, but by Europe’s own willingness to claim responsibility for its survival.

Qurat-Ul-Ain Shabbir, a PhD scholar at Quaid-i-Azam University, Islamabad, is currently serving as a Research Officer at the Centre for International Strategic Studies AJK. Her research interests lie in the global nuclear order and geopolitical dynamics. The views of the author are her own.

Beyond the American Umbrella: Europe’s Turn to Forward Deterrence was originally published on Global Security Review.

Introduction

Russia’s recent deployment of a conventionally armed, diesel-powered submarine to Indonesia should not be dismissed as routine naval activity. It is a calculated strategic signal. One that highlights a growing challenge for Australia and calls into question the resilience of U.S. extended deterrence in the Indo-Pacific. While such deployments fall below the nuclear threshold, they reveal an emerging approach to strategic competition. The use of advanced conventional capabilities can undermine the systems that enable nuclear deterrence.

At the center of this challenge is the vulnerability of U.S. nuclear command, control, and communications (NC3) architecture. Facilities in Australia, including Pine Gap and Naval Communication Station Harold E. Holt, are integral to this architecture. They support early warning, signals intelligence, and communications with nuclear forces. As such, they are not only strategic assets but also potential targets. Modern diesel-electric submarines—quiet, survivable, and increasingly capable—can operate in Australia’s northern approaches and threaten these critical nodes with precision strike options or intelligence-gathering missions that enable future disruption.

The Gray Zone Effect

This development reflects a broader shift in adversary strategy. Rather than relying on overt nuclear coercion, states such as Russia are exploring how to achieve strategic effects through conventional means. By targeting NC3 infrastructure using submarines, cyber operations, or long-range precision strike, adversaries can degrade the credibility of nuclear deterrence without crossing the nuclear threshold. This approach exploits the grey zone between peace and war, complicates escalation dynamics, and introduces ambiguity into alliance responses. It is not escalation dominance in the traditional sense, but escalation manipulation, and shaping the environment so that nuclear deterrence becomes less certain, less credible, and therefore less effective.

Recent Chinese naval activity reinforces this concern. The PLA Navy’s circumnavigation of Australia should not be viewed as routine presence or symbolic signaling alone. Rather, it demonstrates an emerging capacity to operate persistently along Australia’s littoral approaches and key maritime choke points—areas proximate to critical infrastructure that underpins U.S. and allied NC3. Such operations enable the mapping of undersea terrain, surveillance of communication pathways, and potential identification of vulnerabilities in systems such as subsea cables and relay nodes. In a crisis, these capabilities could be leveraged to conduct limited, deniable disruption of NC3 functions that degrade communication, delay decision-making, and complicate alliance coordination without crossing the threshold of armed attacks. In this sense, China’s activity mirrors and reinforces the broader trend: the use of conventional means to hold at risk the foundations of nuclear deterrence.

For Australia, the implications are significant. The traditional model of U.S. extended deterrence, anchored in the threat of nuclear retaliation, assumes that nuclear forces remain survivable, communicable, and politically usable. However, if NC3 systems are degraded or disrupted, that assumption weakens. Deterrence begins to erode not because nuclear weapons are absent, but because their employment becomes uncertain or delayed. In such a scenario, adversaries may calculate that they can act with greater freedom at the conventional level, confident that escalation can be managed or avoided. 

Policy Recommendations

This evolving threat environment demands a recalibration of Australia’s defense and deterrence posture. Nuclear deterrence remains essential, but it is no longer sufficient on its own. It must be reinforced by a comprehensive strategy that integrates conventional resilience, grey-zone competition, and a more explicit recognition of the role nuclear forces play in underpinning deterrence across all domains.

First, Australia should prioritize the hardening and resilience of NC3-related infrastructure on its territory. This includes enhancing physical protection, investing in redundancy and dispersal, and strengthening cyber defenses. Facilities such as Pine Gap and Harold E. Holt must be able to operate under contested conditions, ensuring continuity of communication and decision-making even in the face of sustained disruption. This may also require the development of alternative communication pathways, including space-based and mobile systems. Resilience is not merely a defensive measure; it is a core component of deterrence, signaling to adversaries that attempts at degradation will not succeed.

Second, Australia must significantly expand its undersea surveillance and anti-submarine warfare (ASW) capabilities. The ability to detect, track, and, if necessary, neutralize hostile submarines in Australia’s maritime approaches is critical to protecting strategic infrastructure. Investments should focus on integrated undersea sensor networks, maritime patrol aircraft, autonomous systems, and closer operational integration with allies. A persistent and credible ASW posture will complicate adversary planning, increase operational risk, and reduce the feasibility of covert operations targeting NC3 nodes.

Third, Canberra should deepen strategic dialogue with Washington on the role of Australia within U.S. nuclear deterrence architecture. This dialogue must move beyond general assurances and address specific contingencies, including how attacks on NC3 infrastructure in Australia would be interpreted. Greater clarity around escalation thresholds, attribution challenges, and response options will reduce the risk of miscalculation and strengthen the credibility of extended deterrence. This should include regularized nuclear consultation mechanisms and scenario-based planning.

Fourth, Australia should take the lead in advocating for the development of an Indo-Pacific nuclear alliance. Such a framework that brings together the United States, Japan, South Korea, the Philippines, Papua New Guinea, and Australia, would formalize shared deterrence responsibilities and strengthen collective resolve. While politically sensitive, this arrangement could include elements of nuclear consultation, planning, and burden-sharing, similar in principle to NATO’s nuclear sharing arrangements. By distributing deterrence functions and signaling unity, such an alliance would complicate adversary calculations and reinforce the credibility of nuclear deterrence across the region.

Fifth, Australia must engage India more directly on the implications of Russian strategic behavior. As a key regional power with longstanding ties to Moscow, India occupies a unique diplomatic position. Canberra should clearly communicate its concerns regarding Russian military activities in the Indo-Pacific, including the risks posed to critical infrastructure and regional stability. In parallel, India should be encouraged to consider the broader consequences of a hypothetical Russian attack on Australia, not only for bilateral relations, but for its strategic partnerships with both the United States and Australia. This dialogue would not seek to force alignment, but to underscore the interconnected nature of regional security and the potential costs of strategic ambiguity.

Sixth, Australia should explore options to visibly anchor U.S. nuclear deterrence in the region. This necessitates a proactive approach to alliance integration. Mechanisms such as enhanced consultation, increased transparency around nuclear policy, and potential participation in nuclear planning arrangements could reinforce deterrence by demonstrating resolve and cohesion. Initiatives under AUKUS provide a foundation for this deeper integration and should be expanded to include broader deterrence considerations.

Seventh, Australian defense policy must explicitly recognize the interdependence of conventional and nuclear deterrence. Investments in long-range strike, cyber capabilities, and undersea warfare are essential, but they must be understood as part of a broader deterrence framework. These capabilities contribute to resilience and denial, but they are ultimately underpinned by the threat of escalation. Ensuring that this relationship is clearly articulated in strategy and doctrine will strengthen deterrence coherence and improve signaling to adversaries.

Finally, Australia must broaden its strategic focus to account for multiple nuclear-capable adversaries operating in the Indo-Pacific. While China remains the primary focus of defense planning, Russia’s increased presence in Southeast Asia underscores the need for a comprehensive approach. Strategic competition is no longer confined to a single actor or domain. It is multi-faceted, simultaneous, and increasingly coordinated. Australia’s deterrence posture must reflect this complexity.

Conclusion

The central lesson is clear. Deterrence in the 21st century cannot be treated as a layered system in which nuclear weapons sit passively at the top. Instead, nuclear deterrence must actively underpin and reinforce every level of conflict, including the conventional and grey-zone domains. Adversaries are increasingly seeking to exploit gaps between these layers, using conventional means to achieve strategic effects without triggering nuclear retaliation.

To respond to this challenge, Australia must take seriously the credibility of the nuclear deterrent on which it relies. This means investing in the resilience of critical systems, strengthening conventional capabilities, and engaging more deeply with allies and partners on the role of nuclear alliances and forces in regional security.

In an era defined by ambiguity and threshold management, the effectiveness of deterrence will depend on integration, clarity, and resolve. By advancing new nuclear alliance structures, deepening strategic dialogue, which includes India, and reinforcing both conventional and nuclear pillars of deterrence, Australia can ensure that sophisticated conventional threats do not undermine the stability of the broader strategic order.

Natalie Treloar is the Australian Company Director of Alpha-India Consultancy, a Senior Fellow at the Indo-Pacific Studies Center (IPSC), a Senior Analyst at the National Institute for Deterrence Studies (NIDS), and a member of the Open Nuclear Network. Views expressed are the author’s own.

Silent Signals: Russian and Chinese Conventional Threats to NC3 and U.S. Extended Deterrence in Australia was originally published on Global Security Review.

The ongoing conflict involving Iran, the United States, and Israel has produced one of the most significant case studies in the evolution of contemporary warfare. Iran, a state that lacks a competitive air force and possesses limited naval power, has demonstrated that ballistic missiles, cruise missiles, and unmanned aerial systems can offset some conventional disadvantages and impose serious costs on technologically superior adversaries. This development is not confined to the battlefield. It represents a doctrinal shift with lasting implications for American deterrence strategy, allied defense planning, and the long-term viability of current U.S. force structures. Understanding what Iran has and has not achieved is essential for making sound policy going forward.

The Cost-Exchange Problem 

At the operational level, Iran’s most consequential contribution has been exposing a structural vulnerability in layered air defense: the cost-exchange dilemma. Systems such as Patriot, THAAD, and Iron Dome were engineered to intercept high-value ballistic and cruise missile threats. When deployed against coordinated waves of low-cost drones and short-range missiles, these systems are forced to expend interceptors valued at hundreds of thousands or millions of dollars per shot against threats that cost a fraction of that amount. The arithmetic is unsustainable at scale. As analysts at the Center for Strategic and International Studies have noted, saturation attacks can exhaust defensive inventories faster than replenishment is possible, creating windows of vulnerability that adversaries are quick to exploit. For the United States, this is not merely a technical problem, it is a strategic one that requires urgent attention in both procurement and doctrine.

The development of the Golden Dome missile defense architecture and expanded investment in directed energy and electronic warfare systems reflect growing official awareness that current interception models are not cost-competitive. These are necessary steps. However, technology alone cannot resolve a dilemma that is fundamentally about the economics of offense versus defense. Adversaries will adapt their tactics faster than procurement cycles can respond unless the U.S. also changes the strategic logic driving their calculations.

Attrition Without Decision: The Limits of the Iranian Model

The Iranian approach has imposed genuine costs on its adversaries, but it has not produced decisive military outcomes. This distinction is critical. Iran’s missile and drone campaigns have disrupted logistics, strained defensive inventories, and created operational uncertainty. They have not, however, defeated U.S. or Israeli military power, seized or held territory, or forced a negotiated settlement on Iranian terms. The model is one of strategic attrition, not strategic victory. Survivability and persistence are not equivalent to effectiveness, and the broader narrative of a drone revolution rendering conventional military power obsolete requires significant qualification.

The claim that air superiority is no longer a necessary condition for strategic effectiveness also warrants scrutiny. Air superiority remains essential for intelligence, surveillance, and reconnaissance; for close air support of ground operations; and for denying adversaries freedom of movement. What Iran’s campaign demonstrates is that a state without air superiority can still impose costs and delay adversary operations—not that air power has been rendered irrelevant. The bar for what air superiority can guarantee has been raised. Its strategic value, however, has not disappeared. Policymakers and analysts should resist the temptation to draw sweeping conclusions from a conflict that remains ongoing and whose full operational record is still emerging.

Implications for American Deterrence

The proliferation of precision strike capabilities across state and non-state actors undermines the assumption that technological overmatch alone is sufficient to deter conflict. When adversaries can field asymmetric capabilities that challenge U.S. and allied defenses at an acceptable cost to themselves, deterrence by denial becomes increasingly difficult to guarantee. The U.S. must prioritize cost-effective interception technologies, particularly directed energy weapons, that can neutralize mass drone and missile attacks without depleting high-value interceptor stocks. This is a resource allocation problem as much as it is an engineering one, and it demands serious engagement at the budgetary and strategic planning levels.

The Iranian model is also exportable, and this may prove to be its most consequential long-term dimension. States with limited defense budgets that are aligned with China or Russia can observe the operational lessons from this conflict and apply them in their own regional contexts. The proliferation of domestically produced or externally transferred missile and drone capabilities across the Middle East, South Asia, and the Indo-Pacific represents a compounding deterrence challenge. American extended deterrence commitments to allies in these regions will become harder to sustain if the cost-exchange problem is not structurally resolved. As Defense News reported, the proliferation of drone technology is already forcing militaries worldwide to reconsider their approach to air and missile defense.

There is also a crisis stability dimension that deserves serious attention. Rapid, sustained missile and drone strikes compress decision-making timelines and increase pressure for early, and potentially disproportionate, responses. In a multipolar environment where multiple actors possess similar strike capabilities, the risk of miscalculation is elevated. The U.S. should pursue updated arms control frameworks and diplomatic mechanisms to manage the proliferation of these systems alongside its technical and procurement investments. Deterrence cannot be reduced to hardware alone.

Conclusion

Iran’s missile and drone campaign has not rewritten the principles of warfare, but it has exposed critical assumptions underpinning American deterrence in ways that cannot be ignored. Distributed, low-cost, high-impact systems are now accessible to a wider range of actors and the gap between offensive capability and defensive cost is widening. The United States requires a

deterrence posture that integrates cost-effective defense, credible offensive options, active non-proliferation diplomacy, and sustained alliance management. Meeting this challenge demands strategic adaptation across doctrine, procurement, and diplomacy, not simply an incremental increase in interceptor production.

Dr. Tahir Mahmood Azad is currently a research scholar at the Department of Politics & International Relations, the University of Reading, UK. Views expressed in this article are the author’s own.

Iran’s Missile-Drone Campaign and Its Implications for the United States’ Deterrence was originally published on Global Security Review.

Bottom line: The center of gravity in deterrence is shifting to space-enabled, long-range, rapidly replaceable kill webs, and our adversaries are acting as if they know it. NATO voices now openly frame space as a war-fighting domain, while Europe moves from point defense to deep strike, Washington debates force-design trades (B-52J vs. more B-21s), and Iran/Russia press for coercive advantage amid sanctions friction. The strategic task is to turn language and spending into tested, resilient, allied operational architectures, and fast.

Unifying Trends

1. Space goes operational, not “supporting.”
   NATO leaders’ tone shift (Germany, France, Spain, Canada) treats space as a domain for defense and offense (“shield and sword”), demanding common doctrine, delegated authorities, and tactically responsive launch (<96 hours) to restore/augment constellations under attack.
2. From point defense to deep strike.
   Denmark’s decision to field long-range precision fires (Tomahawk/JASSM-ER class and European options) reflects a continental realization: you can’t intercept your way out of massed salvos—you must hold launchers, C2, and magazines at risk.
3. U.S. force-design inflection.
   Cost/schedule breaches on B-52J upgrades collide with contested-airspace realities, strengthening arguments to expand and accelerate B-21. This is a survivability vs. standoff trade with industrial-base and budget consequences.
4. Great-Power coercion is coordinated.
   ISW’s readout on Moscow’s aims, Iran’s missile signaling and suspected tests, and Beijing’s pressure campaigns (incl. Taiwan wargaming counters) form a convergent pressure track seeking to outlast Western cohesion and exploit cost-asymmetry (cheap counter-space/EW vs. exquisite satellites).
5. Homeland defense as a system-of-systems problem.
   “Golden Dome” can work only if rigorous end-to-end (E2E) testing—across space sensors, comms, C2, effectors, cyber—starts now and leverages commercial testbeds/digital twins. Otherwise, the architecture risks beautiful fragility.
6. Forward posture debates return.
   Talk of re-entering Bagram underscores a broader theme: geography for deterrence matters again, but must be weighed against access, legitimacy, and escalation dynamics with the Taliban and China.

What This Means Operationally

• Speed is deterrence. Time to detect-decide-deliver (and to replace space capacity) is now a primary measure of merit.
• Proliferation beats pedigree. Multi-orbit, proliferated constellations with rapid reconstitution are more survivable than few exquisite assets.
• Kill webs over platforms. Advantage will come from tested integration of sensors, AI-enabled C2, and multi-domain effectors, not any single “silver bullet.”
• Allies are moving—synchronize them. Europe’s deep-strike pivot and NATO’s space posture create a window to standardize doctrine, data, and munitions.

Risks to Watch

• Doctrine lag in space. Without common allied space ROE/authorities, response times will miss the fight.
• Testing shortfalls. If E2E campaigns are under-funded or staged too late, integration debt will surface in crisis.
• Budget whiplash. Raiding legacy accounts for survivable capacity is necessary—but undisciplined shifts can hollow critical standoff magazines and training.
• Cost asymmetry. Adversaries’ cheap EW/dazzling/cyber vs. our pricey satellites remains a structural vulnerability.

Priority Actions (next 6–12 months)

1. Adopt an Allied Space Operations Doctrine 1.0
   Codify protect/defend, attribution thresholds, delegated authorities, and tactically responsive launch across NATO.
2. Stand up a Joint Tactically Responsive Space (TacRS) pipeline
   Contract now for rideshare, hot-spare payloads, and 96-hour launch/checkout drills; exercise quarterly.
3. Golden Dome: lock an Integrated Master Test Plan
   Fund E2E test events that include on-orbit sensing + ground C2 + live/interoperable interceptors + cyber red-teaming. Mandate industry-in-the-loop from day one.
4. Rebalance the bomber portfolio toward survivability
   Protect B-21 ramp; scrutinize B-52J scope/schedule to preserve standoff munitions buys and mission-planning AI.
5. European deep-strike integration
   Fast-track common mission planning, targeting data standards, and logistics for JASSM-ER/Tomahawk/European LR strike across F-35 and surface fleets.
6. Harden the space kill web
   Deploy optical crosslinks, jam-resilient waveforms, PNT alternatives, and autonomous battle management aids to ride through EW/cyber.
7. Tighten economic levers against Russia/Iran
   Enforce oil price caps/leakage, expand sanctions on dual-use microelectronics, and close maritime re-flag loopholes that fund attritional strategies.
8. Wargame access/logistics for any Afghanistan posture
   If Bagram re-entry is pursued, pre-plan overflight, basing, sustainment, and escalation controls; build non-permissive extraction branches.

Concrete Measures of Effectiveness

• Time-to-Replace-On-Orbit (TTRO): target ≤ 96 hours from loss to restored coverage.
• Find-Fix-Finish latency: median time from first detection to effect in minutes, not hours.
• E2E test cadence: quarterly cross-domain integrated events; zero critical interoperability defects carried forward.
• Allied deep-strike coverage: % of NATO targets held at risk at >500 km with validated comms/targeting.
• Resilience index: % of space services with disaggregated backups (multi-orbit/multi-vendor).

Longer Perspective

Deterrence now hinges on resilient connections more than singular platforms: space that can fight and recover, kill webs that integrate fast, and alliances that can reach deep. If we test as we will fight, standardize with allies, and bias for speed and survivability, we deny adversaries the slow-motion coercion they seek—and keep escalation ladders short, clear, and in our control.

This Week in Deterrence (September 15-19, 2025) was originally published on Global Security Review.