The announcement of a mid-June 2026 agreement between the United States and Iran on a framework for resolving the conflict that began on February 28 promised immediate relief for transit through the Strait of Hormuz and raised hopes of unblocking international maritime trade and reducing oil prices. The conflict with Iran, or Operation Epic Fury, has become a defining moment for global security, injecting volatility into an already fragile international system. While the immediate humanitarian and geopolitical consequences are important, the conflict’s deeper, longer‑term implications may be felt most acutely in the realm of nuclear arms control and nonproliferation. 

For decades, the global nonproliferation regime, anchored by the Nuclear Non-Proliferation Treaty (NPT), the International Atomic Energy Agency (IAEA) and a web of bilateral and multilateral agreements, has sought to limit the spread of nuclear weapons and reduce the risks of nuclear conflict. Yet the conflict in Iran has exposed structural weaknesses in this regime, challenged long-standing assumptions about deterrence and diplomacy, and risked additional proliferation pressures in one of the world’s most strategically sensitive regions. 

Erosion of Trust in Diplomatic Agreements 

Iran’s nuclear program has been at the center of international diplomacy for many years. The Joint Comprehensive Plan of Action (JCPOA), negotiated by the P5+1 countries in 2015, demonstrated that sustained negotiation could address nuclear activities through verification, inducements, and incentives. Its unraveling, however, weakened the credibility of diplomatic agreements and signaled to states worldwide that nuclear deals may be vulnerable to political shifts. 

Current and historical animosities over a variety of issues have deepened skepticism about the effectiveness of multilateral agreements in containing proliferation. States observing this conflict may conclude that compliance with agreements is often a matter of perception, and that external actors may still resort to military force if threats are recognized despite formal commitments and diplomatic assurances. Conversely, states considering future negotiations may fear that concessions made today could be rendered meaningless by tomorrow’s geopolitical realignments. This erosion of trust undermines diplomatic tools that have historically underpinned nonproliferation efforts. 

Over three decades and six presidential administrations, both Democratic and Republican, one fundamental national security principle has remained constant: The United States will not permit Iran to have a nuclear weapon under any circumstances. 

Conversely, the war could hinder efforts to revive or renegotiate agreements with Iran and other nuclear-aspiring nations. Diplomatic efforts have been exhausted, and the political risks of making concessions have risen. Without credible negotiation pathways, countries may increasingly resort to unilateral actions, such as secretly advancing nuclear programs or emphasizing deterrence. Regarding Iran, the ruling elites, worn down by months of anti-regime strikes, are likely to delay denuclearization and other military restrictions. 

Regional Challenges to Nonproliferation 

The Middle East has long been a region of latent nuclear potential. Several states possess advanced civilian nuclear infrastructures, and many have expressed interest in developing fuel‑cycle capabilities. The conflict with Iran has intensified these dynamics by heightening perceptions of vulnerability. Countries such as Saudi Arabia, Turkey, and Egypt may interpret the conflict as evidence that regional security guarantees are unreliable. 

As a result, they or others may pursue nuclear hedging strategies by developing civilian programs that shorten the timeline for potential weapons development without overtly violating the NPT. Others  may sign mutual defense pacts with other nuclear-armed states. This hedging behavior could trigger a proliferation cascade, in which each state’s actions prompt others to follow suit. 

If multiple states in the region begin to pursue nuclear latency or weapons capabilities, the Middle East could become the world’s most volatile nuclear arena. Such a development would strain the NPT, challenge IAEA safeguards, and increase the likelihood of miscalculation or escalation. 

Spiking Great‑Power Competition  

The conflict with Iran erupted amid intensifying competition among the United States, China, and Russia for international preeminence. These powers have distinct strategic interests in the Middle East and can use nuclear diplomacy as a tool of influence. Their rivalry and differing interests complicate efforts to build consensus on nonproliferation issues, including the ultimate determination about the status of Iran’s nuclear program. 

Great‑power divisions have already weakened the effectiveness of institutions such as the UN Security Council. When major powers cannot agree on enforcement measures, sanctions, or diplomatic strategies, the credibility of the nonproliferation regime suffers. The war has amplified these divisions, making coordinated responses more difficult. As great‑power competition intensifies and long‑standing norms, such as the taboo against nuclear proliferation, may weaken. States may perceive that geopolitical alignment matters more than compliance, reducing the incentive to adhere to international rules. 

Risks to the Nonproliferation Regime’s Tool Kit 

War creates conditions that undermine the ability of the IAEA and other bodies to monitor nuclear activities. Inspectors may lose access to facilities, satellite imagery may be obscured by conflict, and supply chains for nuclear materials may become harder to track. Conflict zones are fertile ground for illicit networks seeking nuclear materials. 

In some cases, the breakdown of state authority increases the risk that sensitive technologies or materials could be diverted, stolen, or sold on the black market. Sanctions on regimes depend on stable political conditions and international cooperation. During local or regional wars, enforcement becomes more difficult, and states may prioritize military objectives over compliance with international obligations. 

Opportunities for Post-Conflict Innovation 

In contrast to the above, major conflicts have sometimes encouraged breakthroughs in arms control. The Cuban Missile Crisis led to the Nuclear Test Ban Treaty; the Cold War produced the Strategic Arms Limitation Talks and other reduction treaties. The war in Iran may similarly prompt a reassessment of existing frameworks. The conflict could motivate states to explore new regional security architectures, such as a Middle East nuclear‑weapons‑free zone, or enhanced transparency measures. 

Although politically challenging, such initiatives could reduce pressures to proliferate. In addition, emerging technologies, such as remote sensing, AI‑assisted monitoring, and blockchain‑based tracking of nuclear materials, could strengthen verification regimes. Post–Epic Fury consultations may accelerate investment in these tools as states seek more resilient oversight mechanisms. 

Conclusion: Future Pathways 

The war in Iran has brought the global nonproliferation regime to a crossroads. One path leads toward fragmentation: weakened norms, regional arms races, and diminished trust in diplomacy. The other path, albeit politically challenging, offers the possibility of progress with new agreements, modernized verification tools, and renewed commitment to cooperative security. Which path the international community ultimately follows will depend on states’ willingness to learn from the conflict and recognize that nuclear stability cannot be taken for granted. If the wider postwar Middle Eastern political alignments sought by the Trump administration comes to pass, including a lasting rapprochement between Israel and Saudi Arabia, the nonproliferation regime may be a beneficiary from reduced regional political toxicity and increased regional military cooperation. 

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. 

The Iran War and Nuclear Weapons: Paths Forward or Backward? 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.

The United States now confronts graver threats to its security than it has in decades, perhaps ever. Never has it faced four allied antagonists at the same time—Russia, China, North Korea, and Iran—whose collective nuclear arsenal could within a few years be nearly double the size of its own. Not since the Korean War has the United States had to contend with powerful military rivals in both Europe and Asia. And no one alive can remember a time when an adversary had as much economic, scientific, technological, and military power as China does today.

These ominous developments did not happen overnight but are made worse by bad American security policy decisions just as China and Russia were simultaneously deciding to confront the United States leadership role in the world. Critical to a growing China and Russia threat is bad American nuclear policy choices.

Key to this decline were ten bad American policy decisions. These policies began in the wake of the Soviet Union’s decline and continue to the present. Let me explain.

First, America began by buying Francis Fukuyama’s flawed “end of history” thesis and believed that the “liberal international order” of the early post–Cold War period would remain in perpetuity, with authoritarian regimes collapsing as democracy and capitalism triumphed. This, as we know, proved untrue.

Second, the United States unilaterally eliminated almost its entire theater nuclear weapons arsenal, the very type of nuclear forces where there is now a serious and growing imbalance between the United States and China and Russia.

Third, after terrorism took the place of the Soviet Union as America’s top threat, the United States identified the solution to terrorism as democratization through force. The attacks on the World Trade Center (1993), Khobar Towers (1996), US embassies in Africa (1998), and USS Cole (DDG-67) were the kindling that served, in part, to justify the later invasions of Iraq and Afghanistan.

Fourth, despite the extraordinary take down of Saddam’s Iraqi forces in Gulf War I (1991), the deterrent value of liberating Kuwait disappeared by the time of the September 11, 2001, attacks, which were then followed by two more decades of futile efforts in nation building in Iraq and Afghanistan.

Fifth, the United States long assumed a cooperative arrangement with China and Russia would prevent nuclear proliferation. American leaders failed to recognize that both nations played an important role in enabling North Korea’s successful nuclear program. The proliferation of nuclear weapons began with a 1982 decision by Deng Xiaoping and Yuri Andropov to transfer nuclear technology to client states.

Sixth, for three decades following the Soviet Union’s collapse, the US took a holiday from modernizing the nuclear deterrent. Now, as the US attempts to reverse course, the entire nuclear establishment requires refurbishment to make modernization possible.

Seventh, the US ignored Russian incursions into Georgia, Moldova, and Ukraine during 2008–2014. Then, just prior to the 2022 invasion, the US compounded these mistakes by both declaring that the US response would depend upon how much Ukraine territory was taken or, later during the war, Ukraine could negotiate an end to the war by ceding additional territory to Russia—a country responsible for the deaths of many millions of Ukrainians during the Soviet Union’s existence. This only encourages Russian aggression.

Eighth, the US abandoned Afghanistan and left significant military equipment behind for the Taliban to use. A billion-dollar embassy and $14 billion worth of military equipment was quickly incorporated into the new Taliban-led government’s arsenal or sold to terrorist organizations around the world. The American withdrawal from Afghanistan was a humiliating action that undermined respect for the United States.

Ninth, the Obama administration’s Joint Comprehensive Plan of Action (JCPOA) with the Iranian regime allowed Tehran to continue its ballistic missile and nuclear program with increased funding from a return of assets previously seized by the United States. The Trump administration brought Iran under some semblance of control by cutting its foreign exchange reserves by over $100 billion. The killing of the Iranian Revolutionary Guard Corps’ General Qasem Soleimani was a clear signal that then-President Donald Trump would not tolerate Iranian-backed terrorism.

The Biden administration backtracked on efforts to deter Iran. Since October 2023, Iran has conducted 170 attacks, primarily against US and assets in the region. Iran combined forces with Houthi rebels to largely shut down commercial freight and crude oil shipments through the Straits of Hormuz. Iran also rebuilt its foreign exchange reserves, while becoming more closely allied with Russia and China. This all took place as Iran moved closer to a nuclear weapon.

Tenth, the United States long dismissed warnings about the rise of Chinese military power and the threat it posed to the United States. President Xi Jinping’s massive investment in cyber, space, conventional, and nuclear weaponry will soon make China a peer of the United States. Asian allies of the United States are increasingly worried by China’s actions.

The United States must act to alter its course before it is too late. A return to a strong military, capable of fighting two peer competitors is necessary. It may also be time for a second Manhattan Project to implement the Congressional Strategic Posture Commission’s  recommendations. With nuclear modernization facing regular delays, there may be no other option. Whatever the solutions are, the time to act is now.

Peter Huessy is a Senior Fellow at the National Institute for Deterrence Studies, CEO of Geostrategic Analysis, and host of a forty-plus year series of seminars and symposiums on nuclear matters. The views expressed in this article are the author’s own. 

America’s Downward Slide was originally published on Global Security Review.