To many, the end of the Cold War signaled hope for a more restrained nuclear era. As the rivalry between the US and USSR settled in the early 1990s, the imperative for the two states to expand their nuclear arsenals also decreased. During the same period, global efforts to restrict nuclear proliferation accelerated. In 1991 South Africa became the only country, ever, to voluntarily dismantle its nuclear weapons program before they joined the Nuclear Non-Proliferation Treaty (NPT), highlighting what was to be a new nuclear era. There were drawbacks, such as Indian and Pakistani nuclear development and testing in 1998, and North Korea’s 2003 withdrawal from the NPT and later demonstration of nuclear weapon technology. However, until recently, nuclear threats and coercion have been largely restrained. 

In parallel, civilian nuclear energy has followed a similar trajectory. Although there was initial enthusiasm for a fossil-fuel-free alternative to meet global energy demands, momentum behind nuclear power waned after the Fukushima disaster in 2011. The incident involved a devastating tsunami that shed light on the inherent risks of civil nuclear programs and led governments worldwide to reassess their nuclear energy ambitions. Almost immediately afterward, Germany, accelerated its Energiewende program, shifting the state’s energy infrastructure away from nuclear power and toward renewable wind and solar energy, while Switzerland abandoned its plans to build new reactors. 

Now, the era of restraint appears to be waning. In February 2026, the New Strategic Arms Reduction Treaty (New START), the last binding agreement limiting the US and Russia’s nuclear arsenals, expired and brought a formal end to the post-Cold-War arms control regime. That same year, the US signed a landmark civil nuclear agreement with the Kingdom of Saudi Arabia (KSA), giving it a path toward domestic uranium enrichment. While noteworthy on its own, a less discussed aspect of the agreement is what it represents. States are beginning to shift their attitudes toward use of nuclear technologies once again. 

Developments in recent years further support this shift. In 2026, Japan restarted its largest nuclear power station, Kashiwazaki-Kariwa, for the first time since the Fukushima accident, while China approved a new five-year plan, aiming to increase its nuclear power capacity from 62.5 gigawatts to 110 gigawatts by 2030. Similarly, India finalized a long-term uranium supply deal with Canada’s Cameco and reached an agreement to expand uranium exports from Australia after years of hesitation over proliferation risks. These developments contrast with the expectations decades ago. Rising energy costs due to increased energy demands, including increased demands for data centers and rapid industrial growth in Asia, have indeed contributed greatly to this renewed interest in nuclear power. 

Energy production holds increased geopolitical dimensions that cannot be ignored. Recent conflicts highlight the downsides of interdependence on fossil fuel resources. The 2022 Russia-Ukraine war effected energy prices in response to reduced transportation and risks. States had to confront their import dependence in a volatile geopolitical climate. The need for self-reliance and alternative energy resources became further stressed with the US-Iran conflict, in which oil shipment disruptions in the Strait of Hormuz negatively affected entire state economies. 

Many Middle Eastern governments are now reassessing their reliance on external security guarantees as neighboring conflicts become potential threats and there are concerns about US limitations in protecting allies. These raise doubts about relying solely on US assurances. This may prompt regional powers to pursue independent nuclear deterrents or latent nuclear power production capabilities. 

In this context, the distinction between pursuing civilian and military nuclear programs becomes blurry. Nuclear technology is inherently dual-use. The same centrifuges used to enrich uranium  to 3-5 percent U-235 for civilian reactors can also be used to produce weapons-grade uranium, at around 90 percent U-235. Additionally, spent nuclear fuel from commercial reactors can be reprocessed to extract plutonium for weapons. Although reaching weapons-grade enrichment is no easy task, the greatest technical challenge largely lies in developing the initial enrichment infrastructure. 

As a result, states that can acquire domestic enrichment capabilities automatically possess nuclear latency, the ability to develop nuclear weapons relatively quickly should a political decision be made. “A key example is India’s 1974 ‘peaceful nuclear explosion,’ which relied on plutonium produced in a Canadian-supplied civilian research reactor. 

Although the International Atomic Energy Agency (IAEA) exists to prevent civilian-military expansion. However, recent actions have caused concerns about the IAEA becoming politically contentious. In June 2025, the Agency found Iran non-compliant with safeguards but later acknowledged Iran lacked a structured nuclear weapons program. This seeming ambiguity led in part to Israel’s strikes on Iranian facilities, and raised questions about the IAEA’s entanglement with geopolitical interests. In the Middle East, Israel is the region’s only potential nuclear-armed state despite not signing the NPT. This, along with US nuclear rhetoric, suggests that nuclear rules are unclear and that nuclear capability makes strategic autonomy complex.  

The case of Ukraine offers another warning. After surrendering the nuclear weapons it inherited from the USSR, Ukraine joined the NPT in return for security assurances under the 1994 Budapest Memorandum. Russia’s subsequent annexation of Crimea in 2014 and full-scale invasion in 2022 have inevitably weakened confidence in such assurances. How this would have played out if Ukraine did have nuclear weapons is unknown, but it does support the argument that external guarantees may ultimately be less reliable than an independent deterrent. 

Thus, while recent developments point to a renewed interest in nuclear technologies, whether this shift will ultimately translate into latent or breakout capabilities remains to be seen. What is already clear, however, is the strategic paradox confronting many states. On the one hand, 21st century conflicts have reinforced the value of a nuclear deterrent as a means of ensuring long-term security. On the other, the experiences of Iraq and Iran illustrate how even the perception of an emerging nuclear weapons program can trigger military and/or economic responses. In this sense, not possessing a nuclear program may leave a state vulnerable, yet attempting to acquire one may also make it a target for economic sanctions or worse. 

If the international system were genuinely consistent and capable of providing equal security, the incentives for nuclear proliferation would be far weaker. However, as it stands, the system remains unequal and is ultimately shaped by power. Until that changes, nuclear arms will continue to appear to states as insurance against an international order they do not fully trust. The real question, therefore, is whether that order can convince states that they are safer without a nuclear weapons program. 

Sajal Shahid is a Research Assistant at the Centre for Aerospace & Security Studies (CASS) Islamabad, conducting research on South Asian security. Her work has been published on national and international platforms, including Green Network Asia, The Independent Singapore, Fair Observer, and Modern Diplomacy. She can be reached at cassthinkers@casstt.com. Views expressed in this article are the author’s own. 

The Return of Nuclear Hedging was originally published on Global Security Review.

Under the 1967 United Nations Outer Space Treaty, states recognize that the exploration and use of outer space should be carried out for peaceful purposes, for the benefit and in the interests of all countries, and as the province of all mankind. Yet decades of reluctance to establish an enforceable framework for responsible behavior in space have left the domain governed by outdated rules and significant legal ambiguity. While diplomats continue to negotiate, military space programs continue to advance, widening the gap between treaty principles and operational reality. The result is a dangerous strategic environment in which technological capabilities are advancing far more rapidly than the international legal framework designed to regulate them.

Russia and China have proposed a treaty that would prohibit the testing of weapons in space. The United States has rejected the proposal, citing vague language and the absence of credible verification and enforcement mechanisms. Those concerns are legitimate, but they also expose an unfortunate situation. The United States has been testing anti-satellite capabilities since the 1980s and continues to develop them. Russia and China, have likewise expanded their own anti-satellite programs while simultaneously advocating for the peaceful use of outer space. This contradiction illustrates one of the defining challenges of modern space diplomacy. The nations capable of establishing a space weapons program are also the ones preventing a meaningful international agreement to restrain one. Every major space power argues that its own activities are defensive while portraying those of its competitors as destabilizing, making genuine progress increasingly difficult.

Even if governments genuinely sought a comprehensive agreement, practical obstacles remain. Many technologies with military applications in space also serve legitimate commercial purposes, making it difficult to distinguish between civilian and military systems. Systems capable of disrupting satellite communications, for example, often rely on the same underlying technologies used in commercial telecommunications. Rendezvous and proximity operations can be used to inspect or repair satellites, but the same capabilities could also be employed to interfere with or disable another nation’s spacecraft. Without an internationally accepted definition of what constitutes a space weapon, any treaty regulating weapons in space will struggle to establish meaningful legal obligations. This dual-use nature of space technology complicates verification efforts and makes traditional arms control models far more difficult to apply than they were during the Cold War.

A nuclear weapon detonation in orbital space presents consequences unlike those of conventional military actions because of its indiscriminate, long-lasting, and unpredictable nature. A large detonation could disable or destroy many satellites in a single event while enhancing radiation belts for years or even decades. The resulting debris and radiation could make certain orbital regions unusable, limiting access not only for military satellites but also for civilian and commercial spacecraft. Since modern societies depend on satellites for communications, navigation, weather forecasting, financial transactions, emergency response, precision agriculture,

and countless other essential services,  the effect is far beyond military operations, affecting virtually every nation and every individual. In early 2022, Russia launched a satellite into an unusual orbit, prompting analysts to speculate that the activity was connected to its reported nuclear anti-satellite weapons program. The 1967 Outer Space Treaty, prohibits placing nuclear weapons in orbit or otherwise stationing them in outer space. However, the treaty was written during the early years of the Space Age, and it is a growing vulnerability made more dangerous by the inability of the international community to modernize the rules governing space before a crisis forces the issue. This is just one example of the limits of the treaty.

International space law was largely written in 1967, when only two countries operated satellites and outer space was viewed primarily as a scientific frontier. It was never designed for today’s environment, where governments, commercial companies, and private organizations operate thousands of satellites that underpin the global economy. The legal framework has failed to keep pace with these technological and geopolitical realities, leaving the international community increasingly reliant on norms and voluntary commitments that lack meaningful enforcement.

A comprehensive treaty prohibiting all space weapons is unlikely soon. That does not mean meaningful progress is impossible. Countries could formalize a ban on destructive anti-satellite missile testing, building upon voluntary commitments that several nations have already adopted. Transforming those political pledges into binding international obligations would represent a realistic first step. Likewise, civilian satellite systems could receive legal protections like those afforded under international humanitarian law to hospitals, electrical grids, and other civilian infrastructure during armed conflict. States could also expand voluntary exchanges of space situational awareness data, improving transparency regarding objects in orbit while creating the trust and technical foundation necessary for future arms control negotiations. Incremental agreements may lack the ambition of a comprehensive treaty, but history demonstrates that confidence-building measures often lay the groundwork for broader and more durable arms control frameworks.

The United Nations Open-ended Working Group on the Prevention of an Arms Race in Outer Space held the third session in July 2026. The meeting made progress by deepening negotiations and narrowing discussion around threats, legal frameworks, and potential future rules for military activities in space, but it did not conclude with a binding agreement. If negotiations continue to stall, however, the costs of inaction will not be borne solely by the governments responsible for the impasse. They will be borne by every society that depends on space-based infrastructure, which means virtually the entire world.

Outer space is a shared domain that, in principle, belongs to all humanity. Allowing it to become a militarized arena governed by outdated laws and diplomatic paralysis is not inevitable. It is a policy choice. By failing to act, the international community is making that choice by default.

The author is Research Officer at Balochistan Think Tank Network at BUITEMS Quetta. He can be reached at muneebnasar@yahoo.com. The views of the author are his own.

Space: The Ungoverned Orbit was originally published on Global Security Review.

That gap undermines American extended deterrence because Washington cannot reassure allies or deter aggressors without accounting for South Asia’s threat calculus. AI arms developments in this region stem from colonial legacies and mistrust of great power intentions, creating a volatile strategic environment.

India’s Governance Innovation in Defense AI

India’s governance model integrates civilian oversight with defense research and ensures ethical deployment of AI. The Responsible AI Certification Pilot evaluated algorithms for explainability before clearance. Its National Strategy for AI mandates ethical review boards for dual-use systems. Developers must document bias-mitigation measures and escalation pathways. Embedding accountability at design phase stabilizes deterrence signals by reducing inadvertent algorithmic behaviors.

The Evaluating Trustworthy AI (ETAI) Framework advances defense AI governance. It enforces five principles: reliability, security, transparency, fairness, privacy, and sets rigorous criteria for system assessment. Chief of Defense, Staff General Anil Chauhan, stressed resilience against adversarial attacks, highlighting the challenge of balancing effectiveness and safety. By mandating continuous validation against evolving threat scenarios, ETAI prevents mission creep and maintains operational integrity under stress.

India’s dual use by design philosophy embeds safeguards within prototypes from inception. This contrasts with reactive models that regulate AI after deployment. Civilian launch-authorization channels separate political intent from technical execution, ensuring decisions remain under human control and reinforcing credibility in crisis moments. Regular red-team exercises involving independent experts further validate system robustness and reduce risks of false positives in autonomous targeting.

Strengthening Extended Deterrence through Cooperation

US-India collaboration on AI verification can reinforce extended deterrence by aligning technical standards and testing protocols. The iCET fact sheet outlines secure information sharing and joint safety trials. Launched in January 2023, iCET has already enabled co-production of jet engines and transfer of advanced drone technologies. Building on this foundation, specialized working groups could develop common benchmarks for adversarial-resistance testing and automated anomaly detection.

A Center for Strategic and International Studies report recommends a trilateral verification cell blending American evaluation tools with India’s ethical reviews. Joint trials of autonomous air-defense algorithms would demonstrate interoperability and resolve. A shared “AI Red Flag” system would alert capitals to anomalous behaviors and reduce strategic surprise. Embedding cryptographically secure logging of decision path data ensures an immutable audit trail for post-event analysis and confidence building.

The INDUS-X initiative, launched during Prime Minister Narendra Modi’s 2023 US visit, integrates responsible AI principles into defense innovation. By aligning standards, both countries ensure AI systems enhance strategic stability rather than undermine it. Expanding INDUS-X to include scenario-based wargaming with allied partners can stress-test ethical frameworks and calibrate thresholds for human intervention under duress. This model can extend under the Quad framework, pressuring authoritarian regimes to adopt transparency measures.

Institutionalizing Global AI Arms Control

A formal arms control dialogue should adopt India’s baseline standards for ethical AI governance. The UNIDIR report calls for universal bias audits and incident-reporting obligations to prevent unintended escalation. Carnegie scholars propose a tiered certification process under a new protocol for autonomous systems within the Convention on Certain Conventional Weapons, requiring peer review of algorithms before deployment. Embedding such certification in national export-control regimes would create global incentives for adherence.

The UN General Assembly has established an Independent AI Scientific Panel and a Global Dialogue on AI Governance to issue annual assessments on risks and norms. This mechanism can evaluate military AI applications and recommend confidence-building measures. Procedural transparency would coexist with confidentiality requirements, balancing security with mutual reassurance. Regular joint workshops on risk-assessment methodologies can diffuse best practices and diffuse mistrust among major powers.

Regional Applications and Future Prospects

India’s responsible AI framework must inspire regional adoption and confidence-building measures. Pakistan and China should engage transparency initiatives to prevent dangerous asymmetries in AI capabilities. Proposed measures include joint research on AI safety, shared performance databases, and collaborative development of detection algorithms.

Successful tests of India’s hypersonic ET-LDHCM system, capable of Mach 8 and a 1,500-kilometer range, underscore the urgency of governance frameworks before fully autonomous weapons deploy. The Quad’s model of Indo-Pacific cooperation provides a template for multilateral norms on responsible AI in defense. Extending these norms to confidence-building measures such as pre-deployment notifications and automated backchannels can reduce the risk of inadvertent escalation.

Looking ahead to the United Nations General Assembly meeting on AI governance in September 2024, American policymakers can leverage India’s experience. Joint verification exercises and an ethical audit regime will establish global norms for military AI. Integrating lessons from ETAI and iCET into the assembly’s resolutions can produce enforceable standards that bind both democratic and authoritarian states. This approach will reaffirm American extended deterrence and help prevent destabilizing AI-driven arms races worldwide.

By demonstrating that ethical AI development strengthens rather than weakens deterrence credibility, India’s model provides both technical solutions and normative frameworks for managing the military applications of artificial intelligence. Sustained international cooperation on these principles is pivotal for securing strategic stability in a rapidly evolving technological landscape.

Vaibhav Chhimpa is a researcher who previously worked with the Department of Science & Technology (DST), India. Views expressed are the Author’s own.

The Artificial Intelligence (AI) Arms Race in South Asia was originally published on Global Security Review.