Historically, states pursued nuclear weapons under the protective assumption that deterrence begins once a program reaches maturity; that is, when nuclear devices are assembled, tested, or deployed. To some extent all nine nuclear weapon states achieved that level of deterrent threshold during their proliferation stages. Iran had not achieved such maturity. Furthermore, when looking at the region historically the Israeli attack on Iraq’s Osirak reactor in 1981 and the 2007 strike on Syria’s Al-Kibar site both hinted at a willingness on the Israelis’ part to act preemptively to stop regional proliferators.

But the scale and coordination of this most recent strike go further. It sends a global message that enrichment facilities themselves, when capable of being targeted and penetrated by American GBU-57 bombs, inherently means that once you are closing in on enrichment, your facilities are fair game. This will be the truest when referring to adversaries of the US and its alliance network. It remains to be seen what would take place if an ally of the US were to proliferate nuclear weapons in this modern era without its consent.

This shift has profound implications for the future of proliferation. Any adversarial state aspiring to build nuclear weapons will now face a new strategic prerequisite: it must first develop the defensive capability to withstand a preemptive strike before it can even hope to proliferate successfully. That means constructing extensive, deeply buried underground facilities, tunnel networks, and hardened bunkers. They must be capable of surviving the US military’s most sophisticated bunker-busting munitions. It also means investing in robust air defenses, redundancy, deception, and a level of operational secrecy that rivals the most advanced intelligence agencies in the world.

Not every state can afford this. Proliferation is already an expensive and politically risky endeavor. The need to develop advanced passive defenses only compounds those challenges. Most would-be proliferators simply will not have the financial or technical wherewithal to defend their nuclear infrastructure at such a level, especially in the early, vulnerable stages of enrichment.

Iran, of course, will likely try again. The Islamic Republic has proven resilient, adaptive, and committed to achieving strategic parity with its adversaries. Unless it develops an indigenous system of defenses that can shield its critical infrastructure from aerial bombardment, future attempts will likely meet the same fate as the current one. Even if Iran builds bunkers and tunnel systems deep enough to shield its centrifuges, it will still face challenges of concealment, resource constraints, and foreign intelligence penetration.

The broader lesson here is stark; the window of opportunity for slow, open, or vulnerable proliferation may be closing. In the post Iran–strike era, nuclear aspirants will have to prepare for war before they prepare for the bomb. The cost of entry into the nuclear club has just gone up, not only in material terms but in strategic risk. Any state hoping to proliferate must now assume it will be struck before it succeeds.

This may serve to slow the pace of proliferation, but it could also make it more dangerous. Proliferators who internalize the lessons of the Iran strike may respond with greater urgency, opacity, and desperation. They may forgo the traditional step-by-step approach in favor of crash programs hidden deep underground or even move toward asymmetric hedging strategies that involve acquiring key technologies without crossing visible red lines. In such an environment, the risk of miscalculation on all sides grows.

The strike on Iran may therefore reduce the number of proliferators in the long run. But for those that do try, the game has certainly changed. As Stephen Cimbala recently argued, the precedent set by the Midnight Hammer strike on Iran should not be viewed in isolation. It marks a return to kinetic counter-proliferation under conditions of rising global instability, where deterrence is increasingly challenged by uncertainty and misperception.

In parallel, Peter Huessy emphasizes that restoring deterrence requires more than just missile defense or military strikes; it demands clarity of will and credible commitment to prevent nuclear breakout by adversaries.

Together, their analyses suggest that the US-Israel strike was not just about denying Iran the bomb, but it was also about reestablishing the normative firebreak against nuclear proliferation. The broader message is unambiguous: in an era where deterrence is fraying, those who wish to proliferate must now calculate not only how to build a bomb, but also how to survive the storm that will precede it.

If Iran is the test case, the future of proliferation will be shaped as much by preemption as by prevention, and only those with the means to withstand a midnight hammer will have any chance at joining the nuclear club. From now on, the path to the bomb runs through the rubble of facilities like Natanz and Fordow, and only the most prepared will make it out the other side.

Aaron Holland is a PhD Student at the University of Nebraska-Lincoln and an analyst at the National Institute for Deterrence Studies. All views expressed are the author’s own.

How US and Israeli Attacks on Iran Will Reshape the Future of Nuclear Proliferation was originally published on Global Security Review.

Since the disintegration of the Soviet Union, the world followed the course laid out by the United States. The crumbling foundations of arms control and disarmament regimes, Russian invasion of Ukraine, the aggressive economic and diplomatic rise of China, and new multilateral arrangements by emerging states are all contributing factors to an ongoing reshaping of the global power dynamic that is challenging American leadership.

The uncertainty created by global institutions that are not effectively coping with Russian aggression, Chinese expansionism, and American retreat is exacerbating the threat of nuclear weapons use. This uncertainly is also causing some states to wonder if they need to pursue their own safety—in the form of nuclear proliferation. After all, the open threat of nuclear weapons use is occurring for the first time in the lives of many national leaders.

In the bipolar world that existed at the time, rivals were kept from attacking each other by competing in small technological battles over nuclear delivery vehicles, not the destructive power of their weapons. But, with the withdrawal of the Cold War era’s arms control arrangements, the threat of arms racing increased as the United States took a clear lead in conventional warfighting technology.

The ever-increasing distrust among rivals, coupled with the weakening of international institutions, is a central cause for the erosion of trust in the current world order. The perception of declining American power and interest in maintaining global order fuels a sense of self-reliance in the security realm, particularly for emerging powers. Careful not to criticize the United States publicly, Japan and South Korea, for example, wonder how reliable American extended nuclear deterrence remains in the wake of Chinese and Russian aggression that seems unchecked.

Closer to home, North Korea is already an established nuclear power and a looming threat that requires a robust defensive mechanism. A fear of extinction is ever present because reliance on a third party for security is always a risky endeavor.

On the other hand, active conflicts in the Middle East cannot be ignored. This is particularly true when a known nuclear state and an aspiring nuclear state are rivals and engaged in a shooting war.

Iran is known to have enriched uranium to at least 60 percent, and may soon, or perhaps already has, enriched uranium to weapons grade. Fortunately, Israel seems willing to rely on its conventional capabilities to win against Iran. This is a positive outcome in the midst of active conflict.

Repeated attempts to halt the Iranian nuclear program by the United States and Israel are proving insufficient. Wisely, Iran is abstaining from fielding a nuclear weapon, but this decision could change in the near future.

Efforts to prevent Iran from building nuclear weapons with the “Iran Nuclear Deal” (commonly known as the Joint Comprehensive Plan of Action (JCPOA)) were never supported by the left or right in the United States. Thus, President Trump ended the deal during his first term. American withdrawal from the Intermediate-Range Nuclear Forces (INF) Treaty in 2019, due to Russian cheating; cessation of talks on New START since 2021; American withdrawal from the Open Skies Treaty (OST) in 2020, due to Russian cheating; and the unresolved deadlock on the proposed Fissile Material Cut-off Treaty (FMCT) leave advocates of arms control unhappy.

The sense of mistrust that pervades also prevents confidence-building measures from playing any role. Emerging powers are also questioning the concept of a nuclear umbrella in the wake of President Trump’s clear desire to force Europe to bare a much greater share of their own security. Ukraine, the victim of Russian aggression, once inherited Soviet nuclear weapons, which they gave back in 1994 in return for security assurances—only to see Russia violate those guarantees at little expense.

At this current juncture, stability is hard to maintain. Erosion of trust in the United States is evident. Weakening and non-existent nonproliferation regimes are of great concern. States that once rested easy in American security guarantees are now thinking differently when it comes to their own survivability, security, and territorial integrity.

Ineffective international institutions have also become a driving factor in undermining the global narrative surrounding the validity international policing in crises. In such circumstances, states with potential capabilities are now looking to themselves more than ever before. Whether the world is headed for a period of anarchy or a new hegemon is uncertain. What is certain is that everyone will feel the results.

Muhammad Usama Khalid is a Research Officer at Balochistan Think Tank Network (BTTN), BUITEMS, Quetta.

How Global Instability Fuels the Nuclear Arms Race was originally published on Global Security Review.

Specifically, if the United States does not reduce government spending and reduce the national debt, the nation’s ability to modernize the nuclear arsenal and keep pace with rapid technological advancements is not possible. It is time for a “guns versus butter” debate that ultimately reigns in domestic spending.

The relationship between economic power and military strength is well-documented. As Paul Poast notes, “Money is power.” Paul Kennedy’s research empirically shows, from the Roman Empire to the Cold War, that economic decline often precedes the erosion of military dominance. In today’s context, the United States faces a growing national debt, projected to surpass $50 trillion by 2033, according to the Congressional Budget Office. While this staggering figure is often discussed in terms of domestic economic consequences, such as inflation and interest rates, its implications for national security are equally alarming. The costs of servicing this debt, combined with rising entitlement spending, will leave fewer resources available for defense.

Deterrence and the Need for Modernization

Deterrence, particularly nuclear deterrence, is the bedrock of American security strategy since the end of World War II. The ability to deter adversaries—whether through nuclear capabilities or advanced conventional forces—depends on maintaining a credible threat of retaliation. This requires not only a robust military infrastructure but also a commitment to modernization.

The American nuclear arsenal, a cornerstone of deterrence, is aging. The nuclear triad—comprising land-based intercontinental ballistic missiles (ICBM), ballistic missile submarines, and strategic bombers—was largely developed during the Cold War. Many of these systems are nearing the end of their operational lives, and without significant investment, they will soon become less effective. The Sentinel ICBM program and the Columbia-class submarine are critical components of this modernization effort, but they come with hefty price tags. The Department of Defense estimates that modernizing the nuclear triad will cost over $1.5 trillion over the next 30 years.

This modernization is not optional. As adversaries like China and Russia expand their nuclear capabilities, failure to update our arsenal would undermine the credibility of American deterrence. In addition, North Korea’s continued nuclear development and Iran’s pursuit of nuclear weapons only increase the need for a reliable deterrent. However, modernization is only possible with sustained investment. If the US continues its current fiscal trajectory, defense spending will only decline, as it already has, by the growing demands of interest payments on the national debt and mandatory spending on programs like Social Security and Medicare.

Technological Advancements: The New Frontier of Deterrence

Beyond nuclear modernization, the future of deterrence will be defined by emerging technologies. As Michael Horowitz notes in his 2020 article, artificial intelligence (AI), quantum computing, autonomous drone warfare, cyber warfare, and hypersonic weapons are reshaping the nature of conflict. These technologies have the potential to transform military operations by providing advanced capabilities for precision strikes, autonomous systems, and cyber operations that can incapacitate an adversary’s critical infrastructure without the need for traditional warfare.

However, the integration of these technologies into the American defense apparatus requires substantial investment in research, development, and deployment. China is already making significant strides in AI and quantum technologies, while Russia continues to prioritize hypersonic weapons development. The US cannot afford to fall behind in this technology race, as the consequences for deterrence are dire. A nation that lacks cutting-edge capabilities risks becoming vulnerable to both traditional and non-traditional forms of warfare.

Yet, technological innovation is expensive. Maintaining a competitive edge in AI, cyber capabilities, and other advanced technologies requires not only a well-funded military but also a robust industrial and academic infrastructure. If government spending continues to spiral out of control, the funds necessary to develop and integrate these technologies will be diverted to service the national debt or shore up social welfare programs. This creates a vicious cycle in which the American military falls further behind while adversaries close the gap—or even surpass the United States—in critical areas.

The Economic Roots of Military Power

The decline in military readiness that results from unchecked government spending and rising debt is not hypothetical. Historical examples illustrate the dangers of economic mismanagement leading to military weakness. The Soviet Union, for instance, collapsed, in part, because it overextended itself militarily while failing to manage its economic challenges. While the US is far from Soviet-style economic collapse, the lesson is clear; no nation can maintain military dominance without a strong economic foundation.

Paul Poast, a leading scholar on the political economy of security, highlights the importance of economic capacity in sustaining military power. Military expenditures are only sustainable if the state has the economic resources to support them. Poast argues that focusing solely on military budgets without addressing the underlying economic conditions that make those budgets possible is a recipe for disaster.

In the American case, the growing national debt is directly threatening the economic foundation necessary for sustained military investment. Interest payments on the debt already consume $900 billion each year, and that figure is expected to rise significantly in the coming decade. As interest rates increase, so will the cost of servicing the debt, leaving fewer funds available for national defense. Without a course correction, this fiscal irresponsibility will leave the US incapable of maintaining its military superiority, much less modernizing its forces for the future.

The Path Forward: Fiscal Responsibility as a National Security Imperative

To avoid this grim future, the US must prioritize fiscal responsibility as part of its broader national security strategy. There are no historical examples of any nation borrowing its way to prosperity. This begins with reining in government spending and reducing the national debt. While this may require difficult political choices—such as reforming entitlement programs or scaling back certain discretionary spending—the alternative is far worse. A nation that cannot afford to invest in its defense is a nation that cannot defend itself.

Moreover, reducing the national debt would free up resources for the investments necessary to modernize the nuclear arsenal and integrate emerging technologies into the military. By putting the nation’s fiscal house in order, it is possible to ensure that the US remains a global leader in both traditional and technological forms of deterrence. Failure to do so risks not only economic consequences but also the erosion of America’s ability to defend its interests and allies in an increasingly volatile world.

The political economy of security is not just about guns and bombs—it is about dollars and cents. If the nation fails to address the growing national debt, the US will prove unable to modernize its nuclear arsenal or keep pace with the technological change that is defining the future of warfare. Fiscal responsibility is not just a domestic issue; it is a national security imperative. Only by controlling spending and reducing debt can deterrence remain credible.

By taking the necessary steps now, the nation can secure a future where America’s deterrent capabilities remain strong and its security unassailable. Failing risks a future where deterrence fails, and with it, the ability to protect the nation and its allies. The stakes could not be higher.

Aaron Holland is a PhD candidate at the University of Utah and an Analyst at the National Institute for Deterrence Studies.

The Political Economy of Security was originally published on Global Security Review.