Contemporary disagreements between the U.S. and its NATO allies have intensified over political, economic, and security issues. Disputes over trade, tariffs, defense spending, and expeditionary support reveal an unhealthy frustration with burden-sharing demands and a strategic recalibration rather than a wholesale fear of U.S. abandonment. Some European leaders’ reactions to U.S. demands for burden-sharing and strategic reciprocity have ranged from performative indignation to explicit efforts to redefine NATO on more European terms and push America out of the alliance. 

The complaint of an underfunded NATO is not new; it is a recurring theme in American strategic discourse. In 2002, President Bush called for NATO reform with new capabilities and interoperability. In 2016, President Obama used the term ‘free riders’ to argue that Europe must take more responsibility. Recently, German Chancellor Friedrich Merz admitted, “We have been free riders in the past, and the Americans guaranteed our freedom and our security.” 

This friction highlights the main operational tension NATO 3.0 seeks to address. At the June 2026 NATO Defense Ministerial in Brussels, U.S. Secretary of War Pete Hegseth described NATO 3.0 as “modeled on NATO 1.0 that won the Cold War, with allies leading Europe’s defense.” He said NATO should be “a hard-edged war-fighting organization.” He also described NATO 2.0 as the post-Cold War effort “no longer focused on defending Europe” but on “climate change and defense austerity.” While some may sneer at these descriptions, they are hard to argue against. NATO 3.0 is likely to be a bold reboot, with European countries leading their defenses while the U.S. shifts focus to the Indo-Pacific and homeland defense, remaining a strategic and nuclear safety net. 

The U.S. is reducing or redeploying its forces to pre-2022 levels and urging a more self-reliant Europe. This does not mean weakening NATO; instead, it aims for a stronger, Europe-focused defense to support NATO’s long-term sustainability. A capable Europe could enhance deterrence and security by lessening its reliance on large-scale U.S. intervention, but European military growth should complement, not replace, American power. 

To resemble NATO 1.0, Hegseth’s NATO 3.0 must understand and embrace the future role of nuclear weapons. The key difference is the size and scope of nuclear arsenals, with fewer weapons overall. While Russia’s non-strategic nuclear arsenal remains more than ten times larger than NATO’s, the aggregate nuclear stockpiles have declined by more than 80 percent since 1992. Smaller arsenals render each remaining weapon more significant and more vulnerable, making allied nuclear forces increasingly valuable instruments of deterrence. NATO 3.0’s success depends on three focus areas. 

First, NATO must abandon the presumption that a smaller nuclear arsenal can effectively deter Russia. Equally flawed is the belief that maintaining fewer weapons automatically signals reduced threat to Moscow. Deterrence credibility does not rest on symbolic restraint; it relies on perceived capability and willingness to impose unacceptable costs. In today’s competitive nuclear environment, NATO needs more—not less—nuclear capability in Europe, to ensure credible deterrence. Smaller arsenals make each weapon’s survivability more critical, increasing the risk of vulnerability, technical failure, or denied retaliation. A strong nuclear posture enhances resilience, confidence, and the capacity to absorb loss whilst ensuring NATO can deter nuclear coercion and attack. 

Expanding NATO’s nuclear capacity involves more than adding American weapons. Macron’s idea of “forward deterrence” seeks to integrate France’s nuclear forces into European security without formal guarantees. While the U.S. shares its arsenal with allies, France would retain sole control over its nuclear weapons, targeting, and use. Macron states France’s core interests may include defending against attacks on European partners that could threaten French sovereignty. Poland, interested in the French offer, also seeks its own nuclear capability. President Nawrocki recently emphasized strengthening Poland’s security “even with nuclear potential.” More nuclear-armed states in the alliance could be necessary to deter Russia and reassure uneasy allies. 

Second, NATO 3.0 must focus its nuclear deterrent on active escalation management and theater warfighting. During the NATO 1.0 era, Cold War doctrines like “Massive Retaliation” relied on the threat of overwhelming nuclear strikes in response to acts of aggression rather than protracted war. Later doctrines such as “Assured Destruction,” which largely focused on direct US-USSR deterrence, and “Flexible Response,” which tested allies’ willingness to fight a third conventional war on the Continent, demanded a significant and costly increase in Europe’s conventional forces. 

NATO 3.0 requires a keen focus on European-centric escalation management. Since adversaries see low-yield theater nuclear weapons as usable coercive tools in an “escalate to de-escalate” strategy, NATO must have an abundant, diverse, and flexible nuclear arsenal. Maintaining credible low- and high-yield options and non-nuclear systems allows NATO 3.0 to match any rung on the escalation ladder, thereby reinforcing crisis stability. 

Third, NATO 3.0 must emphasize both forward based and strategic U.S. nuclear forces for extended deterrence, which is crucial for alliance security. NATO 1.0’s success depended on America’s nuclear umbrella, with ample modern forces and deployments reassuring allies, deterring enemies, and preserving the alliance. NATO remains a nuclear alliance. However, complacency and reliance on aging U.S. arsenals during NATO 2.0 led to budget cuts, reduced force postures, and misaligned goals.  

Going forward, NATO 3.0 will require greater nuclear capability to deter effectively. The American nuclear umbrella deters nuclear coercion against U.S. allies by providing a credible strategic deterrent that France and the UK cannot single-handedly offer against an assertive Russia with the largest, most diverse nuclear stockpile in the world. British and French arsenals are combined eight times smaller than Russia’s, leaving NATO countries like Poland, Finland, and the Baltic states more vulnerable to Russian intimidation or invasion. If NATO and the U.S. are driven apart, the remaining alliance states will need to rapidly grow their nuclear forces. However, a strong American nuclear arsenal, supported by credible, mutual commitments, remains crucial to binding the alliance, reassuring partners, deterring enemies, and preserving strategic stability. 

Rather than signaling the end of the transatlantic alliance, NATO 3.0 would mark a new phase, one that adapts to an aggressive, revanchist Russia and a shifting global power balance. NATO 3.0 may be one in which the United States remains Europe’s principal strategic partner and nuclear guarantor, while Europe assumes far greater responsibility for its own conventional defense. This reflects strategic growth, not alliance end. Despite $40 trillion in debt, the U.S. remains the only great power capable of countering China and North Korea, threats not contained in Article 6 of NATO’s charter. Expecting allies to bear a greater share of defense responsibilities is sound policy and demonstrates empowered trust within NATO. 

Colonel Curtis McGiffin (U.S. Air Force, Ret.) is Vice President for Education at the National Institute for Deterrence Studies, President of MCG Horizons LLC, and a visiting professor at Missouri State University’s School of Defense and Strategic Studies. He has three decades of experience in uniform and DoD civil service, is the co-editor of the book “Learning to Love the Bomb,” and is the co-host of the weekly The NIDS View podcast. The views and opinions expressed in this article are solely those of the author and MCG Horizons LLC, and do not necessarily reflect the views of any other organization. 

NATO 3.0 and the Nuclear Arsenal It Requires was originally published on Global Security Review.

President Donald Trump has repeatedly criticized U.S. European allies for their alleged failure to assume a larger share of the responsibility for NATO deterrence and defense. Although most U.S. angst about European burden sharing concerns preparedness for a larger conventional war on the continent, the sharing of risk with respect to nuclear escalation has received less attention. Past practice suggested that the American nuclear umbrella would suffice to deter Russian threats of nuclear escalation. On the other hand, Europe’s indigenous nuclear forces may have the potential to serve as a sufficient deterrent against Russian nuclear first use.

French “Forwardism”

In March 2026, French President Emmanuel Macron announced a doctrine of “forward deterrence” regarding the future of French nuclear declaratory and employment policy. His statements amounted to the most important shift in French nuclear posture in decades. The more important components of this policy change are as follows: First, France will increase the size of its nuclear deterrent force (force de dissuasion) for the first time since 1992. The assumption behind this move is that the current nuclear force is too small to deter aggression beyond France’s borders. Second, France would permit the temporary deployment of nuclear-armed aircraft to allied countries. However, France will not delegate nuclear employment authority to other countries. Stationing nuclear forces outside France will reinforce France’s commitment to its European partners. Third, France would work more closely with allies to develop shared understandings of the nature of the Russian threat and to coordinate on the management of escalation control in the context of a conventional war. The first stage of this collaboration will include visits to strategic sites and/or joint exercises with Germany, the UK, and other NATO countries.

Trump’s Frustrations

The decision taken by Macron reflects a perceived need for upgrading the proficiency of France’s nuclear deterrent. It also represents a political statement about his doubts regarding the U.S. commitment to NATO. Despite improvements in European defense readiness and preparedness, President Trump has continued to disparage NATO as weak and “free riding” on the backs of the U.S. military. Trump has announced that he plans to remove 5,000 American troops from Germany and has suggested that the U.S. should leave the alliance despite being prohibited by Congress from unilaterally doing so.

There are several prompts for this continuing cold shoulder from Washington to Brussels. First, Trump is frustrated by Putin and Zelensky and their inability to negotiate a cease-fire and peace agreement between Russia and Ukraine. Second, the U.S. President launched a pre-emptive combat operation against Iran on February 28, 2026, without either consulting or informing NATO allies before the fact. Understandably, in this regard, European leaders have been hesitant to provide military support, and some have refused to grant access to American bases or airspace for Operation Epic Fury, further frustrating President Trump. Third, the stalemate in the Strait of Hormuz has disrupted global supply chains and driven up the prices of fossil fuels and fertilizer worldwide.

European and U.S. Support for Ukraine

Despite distractions, NATO members remain committed to supporting Ukraine as long as needed. An agreement allows U.S. allies in Europe to buy weapons from the U.S. and pass them to Ukraine. The U.S. continues to upgrade its nuclear deterrent, especially the strategic nuclear triad, with a $71.4 billion FY27 plan for next-generation intercontinental ballistic missiles, ballistic missile submarines, strategic bombers with new Long Range Stand-Off (LRSO) missiles, and improved nuclear command and control.

It is doubtful that France’s nuclear force, which includes several hundred warheads with delivery systems such as submarine-launched ballistic missiles and both land- and sea-based aircraft, can replace the U.S. nuclear extended deterrent – nor was it meant to. Instead, France’s independent nuclear deterrence, designed to defend its own interests and sovereignty, along with the United Kingdom’s small ballistic missile submarine force, offers a minimal deterrent against nuclear threats from Russia at a level below strategic nuclear weapons.

Since the beginning of Russia’s war against Ukraine, Russian President Vladimir Putin has repeatedly reminded international audiences that Russia, under certain conditions of adversity in conventional war, might resort to nuclear first use of non-strategic or theater nuclear weapons (NSNW). These weapons, having shorter ranges and lower yields than strategic weapons, can be launched from land, sea, and airborne platforms and could number as many as 2,000 in Russia’s available inventory. In comparison, the U.S. deploys some 200 available NSNWs at several NATO bases.

U.S. Nuclear War Planning and NATO

This disparity in the number of NSNWs is not as alarming as it might seem because the nature of U.S. nuclear war planning has changed since the Cold War. Current U.S. operational plans include the full spectrum of nuclear and conventional kinetic and non-kinetic capabilities within one comprehensive plan. U.S. nuclear forces are expected to provide options for graduated escalation and flexible response. Toward that end, U.S. bomber deployments and military exercises provide additional support to U.S. European Command, bolstering NATO deterrence. In addition to the increased bomber presence, the Trump administration wants to add the flexibility of the nuclear sea-launched cruise missile (SLCM-N) for the deployment of weapons with variable yields. The purpose of SLCM-N is to deter limited nuclear use by adversaries and to provide reassurance to U.S. European and Asian allies.

France recognizes that deterrence is not only about the size of military forces, including nuclear arms, despite Macron’s plan to increase the number of French nuclear weapons. It also depends on perceived resolve among allies and potential adversaries. In Macron’s view, Russia should not expect that democratic Europe can be intimidated by threats of limited nuclear war because (in Russia’s mind) that threat is more realistic compared to strategic nuclear war. Nor should Russia expect that French support for NATO excludes the possibility of deploying French nuclear-capable launchers outside French national territory. French training exercises with NATO countries closer to Russia’s border will help send that message.

Conclusion

A more forward-leaning French military doctrine does not mean abandoning France’s commitment to European security. Nor does it replace the U.S. nuclear deterrent. Macron recognizes that, in defense matters, truth counts more than words: the United States cannot completely detach itself from NATO, nor can NATO sever its ties with America. NATO without the U.S. invites nuclear coercion upon Western Europe, while the U.S. without NATO risks political and military isolation instead of credible deterrence. The American and European pillars of NATO, as the French might say, are “condemned to succeed” together.

Stephen J. Cimbala is Distinguished Professor of Political Science at Penn State Brandywine and the author of numerous works on nuclear deterrence, arms control, and military strategy. He is a senior fellow at NIDS and a recent contributor to the Routledge Handbook of Soviet and Russian Military Studies edited by Dr. Alexander Hill (Routledge: 2025). The views of the author are his own.

Trump Wants NATO Allies to Step Up-Can France Lead the Way 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.