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.

By mid-June 2025, after years of preparation, the Israelis, in one fell swoop, destroyed half of Iran’s ballistic missile capabilities, destroyed some nuclear facilities, and assassinated Iran’s leading nuclear scientists and the leadership of the Islamic Revolutionary Guard Corps (IRGC). Then on June 23, 2025, a pre-dawn bombing raid ordered by US President Donald Trump took out of commission the hard-to-crack nuclear facilities of Fordow, Natanz, and Esfahan.

Beyond adding to Israel’s capabilities with American B2 bombers loaded with GBU-57 massive ordnance penetrators, bunkers busters, the bombing cemented American leadership in dealing with the Iran problem. A review of joint Israel-US capabilities helps explain how deterrence in the region is returning and what to expect next.

Since the October 7, 2023, massacre of Israelis by Hamas, an Iranian proxy, Israeli intelligence and military units, all backed by superior defense technology, methodically destroyed Iranian capabilities and supporters. Iran’s “Ring of Fire” utterly failed to achieve Iran’s strategic aims.

Israeli and American space-based intelligence, surveillance, and reconnaissance enabled early warning, target verification, and battle damage assessment. Israel relied on a precision-strike doctrine that is supported by systems like the Ofek, AMOS, and Eros-B space assets. Israel maintained surveillance for dominance above Iranian military and nuclear infrastructures. Iran merely linked its space program to the IRGC.

With multi-layer sensor fusion, Israel integrates Eitan unmanned aerial vehicles (UAV), ELW-2090 airborne warning and control systems, and ground-based radars like the EL/M-2080 Green Pine with satellite data into a national and regional situational awareness (SA) web, shaping strikes and missile defense prioritization. Space-derived situational awareness enables real-time assessment of missile launches, UAV swarm attacks, or asymmetric maritime threats by Iran and proxies operating from the Red Sea or Persian Gulf.

Cyber intelligence, signal intelligence (SIGINT), and electronic warfare form another layer. In the conflict, Israel command, control, communications, and computer (C4) systems pit Unit 8200 against IRGC affiliated cyber units.

Israel’s missile shield includes Iron Dome, David’s Sling, and Arrow-2/Arrow-3. They combine to create a web of coverage. Arrow’s high-altitude, long-range interceptors tackle Iranian ballistic missiles such as Fattah, Shahab, and Sejil. Iron Beam laser defense, under development, aims to address low-cost, high-volume threats like UAVs and small rockets.

Israeli capabilities for missile defense, early warning, C4, and interoperability are integrated with US Central Command and the systems of the Gulf States. The US supports Arrow and David’s Sling. Aegis ballistic missile defense and terminal high altitude area defense (THAAD) systems in the region share radar feeds. American space-based infra-red system satellites provide missile-launch detection.

Bahrain hosts the US Navy and supports regional C4ISR, and has growing maritime security ties with Israel. The US expanded its Saudi Arabian basing in Tabuk to feed into the regional missile defense picture. The United Arab Emirates enables THAAD, Patriot (PAC-3), radar integration, and air picture sharing with the US and Israel. Jordan, the United Kingdom, and France also contribute to defensive actions during missile and drone attacks.

Iranian targets and their proxies have nowhere to hide. The US Space Force’s Space Operations Command Mission Delta 4 identifies and tracks threats. It did so during the April 2024 and October 2024 Iranian missile and drone attacks on Israel. Operating 24 hours a day, 365 days a year to share intelligence, Mission Delta 4 ensures no missile launch ever catches America or her allies and partners by surprise.

A space-enabled Israel, integrated with Gulf State operations, eliminated Iranian air defenses, triggered covert operations inside Iran, and launched targeted bombings and assassinations. The American bombing topped these other efforts. Israel, as the military strong horse, irreversibly altered the regional balance of power, possibly ushering in the demise of a threatening Iranian Shia hegemony—an objective shared by Sunni Arab Gulf States.

Regime change was never a stated war aim but was an anticipated consequence if it occurred. It did not. The surviving Shia Islamist leadership and IRGC are now engaged in repression and remain capable of inflicting much suffering on both the region and Iranians.

It is unclear to which extent proxies such as Hezbollah, the Houthis, and Shia militias can still attack Israel and American assets in the region. Military outcomes, though, are not the sole factors defining the Iranian endgame. The Iranian taqiyya-driven regime and its Shia hegemony ideology are down, but not out. Their nefarious ideological influence can persist around the Gulf, as far as Yemen and Africa, and beyond.

Considering the cost of inaction and a failure to reinstate deterrence, eradicating a threat to the homeland, Middle East bases, and Gulf allies means the effort was worth it. If the conflict drags on, the costs will rise. Disruption of maritime traffic and oil markets could bring its predictable cohort of economic disruptions. Terrorism around the globe is déjà vu.

In the words of German Chancellor Friedrich Merz, “Israel is doing the dirty work for all of us.” Depending on the roles the new Syrian leadership and a resurgent Türkiye play, the Iranian endgame may take different forms.

Yes, President Trump decisively played the hand he was dealt. But there are many more moves left in this game. The best moves may be still to come.

Christophe Bosquillon is a senior fellow at the National Institute for Deterrence Studies. He has over 30 years of international experience in general management, foreign direct investment, and private equity and fund management across various industries in Europe and the Pacific Basin. The views expressed are the author’s own.

Deterring Iran: The Art of No Deal was originally published on Global Security Review.

ICBM EAR Report for 22 Feb 2025 was originally published on Global Security Review.

First, the president’s executive order directing the deployment of an active defense against missile and space-borne attacks is not the starting point for an arms race. The fact of the matter is, the Chinese and Russians started an arms race over a decade ago and recently accelerated it with their “breakout” in nuclear missiles deployments as well as the expansion and modernization of long-range strike platforms (to include fractional orbital bombardment systems (FOBS) and nuclear anti-satellite (ASAT) weapons.

These expansions in offensive nuclear/space forces were not because America’s space and nuclear forces are too strong, but because they are too weak. The American nuclear enterprise is acknowledged to be “atrophied,” and the Space Force is not prepared to address such threats and incapable of addressing the threats posed by adversary space forces.

American vulnerability to homeland attack and, by extension, the nation’s critical space infrastructure, invites these threats. The US is delinquent in its duty to protect citizens by accepting a passive, hostage-style approach and labeling it “strategic stability.”

Second, detractors of homeland missile defense suggest that America is to blame for provoking China and Russia’s build-up. They are more concerned about space-based interceptors creating space debris than the impact of limited or mass attack upon the American homeland.

The US is the leader in advocating for the mitigation of debris generation, while China and Russia are the two biggest offenders. To think that these two adversary nations with kinetic ASAT capabilities and the political will to use them, despite debris generation, are only responding to US activity, shows a lack of understanding of these adversaries and their strategy. Lest Americans forget, both China and Russia see the United States as having more to lose from conflict in space than they do.

Third, opponents of Iron Dome for America believe that “real security” does not come from a credible hard power, but from “arms control, diplomacy and shared risk reduction.” While these are noble ideas, the historical record shows that arms control is often one-sided, with Russia cheating on every single arms control agreement it has ever signed and China showing no interest in anything other than American disarmament. UN votes on norms of behavior have not changed the situation one bit. China and Russia regularly exploit weakness. Iron Dome America seeks to remove this vulnerability from the equation. As Secretary of Defense Pete Hegseth recently stated correctly, “Diplomacy is important, talk is important, [and] negotiations are important,” Hegseth said. “But, ultimately, beans and bullets and tanks and helicopters and hard power still [matter].”

Finally, they argue that the system being pursued “won’t work.” This argument fails to understand that the reason American ballistic missile defenses are so limited is mainly due to policy restraints and less about technology. Missile defense technologies, such as those proposed in the Strategic Defense Initiative, were not mature in the 1980s, but four decades later, numerous technologies are more advanced.

Also, The high cost of launch, for example, is drastically lower today than it was four decades ago because of efforts of companies like SpaceX. This single company demonstrated the capacity to launch hundreds of satellites a year, if not thousands in the same number of launches it took thirty years for the Space Shuttle to fly.

Today, the idea of having “space-based interceptors” does not mean the United States must place missiles or laser cannons in space. There are many ways to pursue this effort in ways that were not conceivable when Ronald Reagan envisioned a space-based missile defense. Agencies like the Missile Defense Agency and Space Development Agency are pursuing numerous defensive layers as mentioned in the President’s Executive Order. All will collectively aid the system in protecting the homeland from boost to terminal phases of flight.

Iron Dome for America may not stop every missile launched at the United States, but fielding some measure of defense is better than simply ignoring the problem and hoping that good will prevail. History shows that idealism is all too often a key factor in the onset of war. Nuclear war is one Americans cannot afford to lose and should never be satisfied with leaving to chance.

Iron Dome for America is not just an idea, it is a requirement. The nation must get it right in order to ensure a more safe and secure home for Americans and the world.

Christopher Stone is Senior Fellow for Space Deterrence at the National Institute for Deterrence Studies in Washington, DC. He is the former Special Assistant to the Deputy Assistant Secretary of Defense for Space Policy in the Pentagon. The views expressed by the author are his own and do not reflect those of his employer or the United States government.

Iron Dome America Is Not a Threat to Peace 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.