While the coming days will clarify what will happen in Venezuela, security studies scholars are concerned with broader systemic implications of this operation. Specifically, what effect will this have on nuclear proliferation? While some may think actions like this (and the bombing of nuclear sites in Iran) will hasten proliferation, this article argues that this may not necessarily be the case.

 Causes of Proliferation

The academic literature on nuclear proliferation has identified several factors that affect a state’s decision, including security, technology, economic, and normative-institutional factors. The realist school argues that security is the foremost reason behind states’ motivation to acquire nuclear weapons. Due to the deterrent effect of nuclear weapons, they are deemed a guarantor for a state’s sovereignty. Nuclear weapons can deter both nuclear attacks and conventional attacks from more powerful states.

Concerns over sovereignty have been attributed to nuclear programs of several states in the past (including successful pursuits such as North Korea, Pakistan, and Israel, and unsuccessful pursuits such as Sweden, Taiwan, and Libya). As such, many security studies scholars and experts have argued that external intervention (like what is happening in Venezuela) would have systemic effects and hasten nuclear proliferation, potentially undoing the years of good done by the Nuclear Non-Proliferation Regime.

Lessons from Iraq, Libya, and Ukraine: Would Nuclear Weapons Have Helped?

Those who argue regime change would accelerate proliferation often point toward Iraq, Libya, and Ukraine. In all of these, they argue, nuclear weapons would have prevented regime change (or an attempt at it in Ukraine’s case). They further argue that other states would learn the lesson and seek a bomb to secure their state.

How true are these assertions? In Libya and Iraq, they had active nuclear weapons programs that they shut down due to external pressure (sanctions in Libya, the air campaign during the Gulf War in Iraq). It is likely that had they continued nuclear pursuit the United States would have more forcefully attempted to stop it. Ukraine is different; while it inherited nuclear weapons from the Soviet Union, it never had direct control over them, and had it not given them up, it is unlikely they could have been used.

Another country proliferation pessimists point to is North Korea. They argue that because North Korea has nuclear weapons, the U.S. has not attempted regime change. This overlooks three facts. Firstly, North Korea only tested its first nuclear weapon in 2006. If nuclear weapons prevented an American invasion, why did the U.S. not invade North Korea prior to that? Secondly, it is likely the massive artillery force North Korea has aimed at Seoul, South Korea’s capital and most populous city, has acted as a deterrent against external intervention, even as its effectiveness has declined over time. Lastly, China’s support for North Korea, and possible involvement in any war over it, means that the U.S. is unlikely to engage in forced regime change even if North Korea never acquired nuclear weapons.

Changes in The Proliferation Landscape

It is unlikely the regime change operation in Venezuela will drastically change the proliferation landscape. Nuclear proliferation is an extremely complex decision with several factors. A single event, however important, is unlikely to tip over a state’s decision to pursue nuclear weapons. Even if one accepts the realist argument that nuclear acquisition is primarily rooted in security fears, the Venezuela incident changes little. A state vulnerable to external intervention would not be more vulnerable after the incident, even if they feel the probability of intervention has increased. A state cannot draw any lesson that it already did not draw from Iraq, Libya, or Ukraine.

Not to mention, the required technological knowledge and industrial base for a nuclear weapons program is immense. Not every state has the capacity to initiate one. In fact, the intersection of states which have the capability to start a nuclear program and are in the crosshairs of the United States for regime change is small. Moreover, any state that decides it needs nuclear weapons to protect itself from external intervention must also contend with the fact that until it acquires them, it remains vulnerable (with the added incentive of an external power to conduct intervention before the potential proliferator acquires nuclear weapons).

Who is the Next Proliferator?

With Iran previously on the precipice of acquiring nuclear weapons for a while, it seemed only a matter of time before the Middle East devolved into a nuclear domino scenario. However, strikes on Iranian nuclear sites appear to have extended the timeline for Iran to successfully acquire a nuclear weapon, if not extinguished the possibility altogether. This also means states like Saudi Arabia, which were most likely to respond to Iranian acquisition with their own nuclear program, are now further from the cliff’s edge.

U.S. strikes on Iranian nuclear sites have another systemic implication: they signal that the United States would not stand by and let someone violate the nonproliferation regime by acquiring nuclear weapons and is willing to back this with force. Despite the turbulent nature of international politics in the last half decade, there is no evidence the world is on the verge of a

new wave of nuclear proliferation. The barriers to a program (political, economic, and technical) remain high, while benefits remain uncertain. It is unlikely that many, if any, new states will embark on a serious nuclear weapons program in the near to medium future.

Soumyadeep Bidyanta is a doctoral candidate at the University of Cincinnati, conducting research on the causes of nuclear proliferation. The views expressed in this article are the author’s own.

Much Ado About Nothing: The Proliferation Debate Post Venezuela was originally published on Global Security Review.

After World War II, both Japan and Germany became allies of the United States while the Soviet Union became a serious enemy. Most importantly, the Soviet Union established in Eastern Europe an alliance of nations under the Warsaw Pact. Thus, a decades-long Cold War began.

It was widely assumed that the collapse of the Soviet Union heralded an era of global cooperation and the end of great power competition and conflict. Arms control brought about the Intermediate Nuclear Forces Treaty (INF), Strategic Arms Reduction Treaty (START I and II) and the Conventional Forces in Europe Treaty (CFE) agreements.

Today, however, as many military and diplomatic experts conclude, the dangers facing the United States and its allies are more complex and more serious than perhaps at any time since the end of WWII. Now, more than ever, arms control remains elusive.

Nuclear conflicts are now among the most serious potential dangers, including proliferation of nuclear weapons, the pending end to formal strategic arms limits, and the actual use of theater nuclear force arising out of existing conventional conflicts.

To lessen such dangers, nuclear abolitionists proffer numerous arms control proposals. Six ideas are most common: (1) a policy of no first use of nuclear weapons; (2) adoption of a “minimum deterrent” nuclear strategy; (3) the elimination of intercontinental ballistic missiles (ICBMs); (4) a unilateral freeze of US nuclear force development; (5) an extension of New START nuclear arms limits; and (6) abandonment of any new theater nuclear forces such as the nuclear sea-launched cruise missile (SLCM-N) or the sea-launched cruise missile. All of these strategies harm American and allied security and make worse the strategic nuclear balance.

The US extended deterrent has, for 70 years, rested on the option of using nuclear force to stop massive conventional attacks on US forces and allies overseas. Depending on the regional military balance, such nuclear extended deterrent options were, and remain, viewed by our allies as central to keeping their nation safe from Soviet/Russian and Chinese aggression.

Minimum deterrence strategies assume the only retaliatory targets the US needs to hold at risk are adversary cities where a few hundred nuclear warheads are all that is needed to deter. This doctrine assumes Russia and China will be completely deterred by the fear of losing large numbers of their civilian population. But this ignores the fact that these regimes murdered millions of their own people to gain power—showing little value for human life. Even worse, a minimum deterrence strategy would also leave alive the leaders of such nations as well as their nuclear and conventional forces with which they will commit aggression.

Cutting out the land-based ICBM force and a third of the ballistic missile submarine force would unilaterally reduce the US strategic nuclear force to around 500 at-sea on-alert warheads. This would be only a third of the allowed New START treaty force and give an 8 to 1 to 18 to 1 Russian and Chinese advantage in nuclear weapons, respectively. This would ensure that both nations frequently use nuclear weapons for coercion and blackmail.

A freeze on American nuclear force development would be a deterrence disaster. The US has not yet fielded any portion of the modernized triad, which is not rusting into obsolescence. Russia has completed over 90 percent of its own modernization and China is well on its way to tripling the size of its nuclear force over the next decade. Neither would participate in a unilateral freeze. Again, the United States would face a far superior adversary.

An extension of New START sounds attractive but would be harmful to American interests. It would delay any needed uploading of American warheads. It would not affect or make transparent China’s breathtaking nuclear build-up. And without a sea change in Russian behavior, verifying current arms limits would still be impossible, given the past five years of treaty violations by Moscow.

The Congressional Strategic Posture Commission report of October 2023 emphasized the urgency of rebalancing the current gap in US regional nuclear forces. The SLCM-N and better theater air deterrence were key recommended upgrades, both of which would be eliminated by a number of these proposals. It is precisely this deterrence gap which Moscow has leveraged to limit US and allied assistance to Ukraine.

The restraint these arms control ideas wish upon the US military assumes that Russia and China will reciprocate. But in the multiple decades after the end of the Soviet Union, massive US restraint was eventually met with what Admiral Richard has described as a “breathtaking” Chinese build-up and a near matching Russian modernization. As former Secretary of Defense Harold Brown once warned, “We build, they build. We stop; they build.”

Now is the time to reject nuclear abolition for what it is, a purposeful effort to weaken the United States. American lives and freedom depend on it.

Peter Huessy is Senior Fellow at the National Institute for Deterrence Studies. Views expressed are his own. 

Making Nuclear Blackmail Great Again was originally published on Global Security Review.

The near completion of Iran’s nuclear weapon brings to mind another rogue state’s activities. In 2006, after years of global efforts aimed at preventing the Kim regime from obtaining nuclear weapons, North Korea (DPRK) conducted its first nuclear test. Today, the DPRK has an estimated 50 nuclear weapons and fissile material for 6 or 7 more.

An in-depth comparison of US engagement with Iran and the DPRK’s nuclear programs requires a much longer paper. However, a brief comparative analysis of American deterrence of these adversaries is possible. Applying national interests, objectives, and activities, a methodology employed by decision analysis experts yields interesting results.

Globally, the United States has an enduring interest in safeguarding its national security and sovereignty. Underneath this enduring interest, it has a core objective of defending allies and partners, including through credible deterrence (e.g., preventing conventional and/or nuclear attacks on allies and partners by the DPRK, China, Russia, and Iran). Other major American objectives include safeguarding the free flow of commerce, countering transnational threats, preventing regional domination or aggression, and advancing nonproliferation.

The United States advances deterrence through a range of activities, including the presence of its own military assets and security cooperation with allies and partners. In the Indo-Pacific, this includes mutual defense treaties with Australia, the Philippines; South Korea, and Japan (the latter two of which are explicitly covered by the US nuclear umbrella); arms sales to Taiwan; and military exercises with allies.

More recently, the Trump administration emphasized increased allied defense spending to support “burden-sharing.” Given the limitations of the American industrial base, this is necessary even as the US maintains efforts to prevent Chinese and North Korean aggression.

Deterrence against North Korea is successful insofar as it keeps the North from invading the South or launching nuclear strikes on US Indo-Pacific allies. However, this deterrence is increasingly complicated by Chinese and Russian protection of the DPRK through mutual defense treaties.

This lends greater urgency to the American call for allies to increase defense spending, as there is a real risk of simultaneous conflict with China and North Korea, a scenario requiring substantial military assets in the region. Fulfilling the objective of regional deterrence also requires containing aggression from adversaries and bolstering security cooperation with allies and partners.

The United States supports deterrence in the Middle East by deploying its military forces and cooperating with allies and partners. However, regional deterrence, which does not formally extend the US nuclear umbrella to regional allies and partners (including Israel), often manifests as kinetic operations against adversaries, whether through security assistance or direct attacks. Thus, in the Middle East, deterrence also means advancing the goals of counter proliferation and degrading terror groups who threaten allies.

Unlike in the Indo-Pacific, where the United States prefers to contain aggression and expansion from nuclear-armed adversaries without firing a shot, in the Middle East, it will employ kinetic means to fulfill its objectives. For decades, the United States deterred Iran through sanctions, negotiations, and the threat of military action. It was when President Trump believed Iran’s uranium enrichment program was “at its highest levels and…unprecedented for a state without nuclear weapons” that the US conducted kinetic attack.

The deep rifts in Middle East politics complicates the activities needed to maintain deterrence in the region. Prospects for security cooperation between Israel and the Gulf states, for example, are challenging given the history of the Arab-Israeli conflict, including Israel’s recent strike against Hamas in Qatar.

Deterrence must also account for energy security concerns, given that US attempts to contain a nuclear-armed Iran may lead the regime to weaponize its control over the Straits of Hormuz. It is also unclear how far back American strikes set Iran’s nuclear program. If Iran’s proxy network persists, they can also commit further violence against the United States, its allies, and partners through attacks on military, commercial, and civilian targets.

None of these challenges are simple. In the coming years American deterrence guarantees to allies and partners may look very different as the nation shifts focus to the homeland and the Indo-Pacific. It remains to be seen how this imperative is realized in the forthcoming National Defense Strategy. Some critics note that, in practice, the United States remains heavily focused on the Middle East and Europe. Much of the ability to deter Iran and North Korea will be determined by these larger strategic shifts.

As American decision-makers face questions about effectively deploying American power across the globe, analyzing national interests, objectives, and activities can provide a helpful framework. Assessing the requirements needed to advance larger regional goals brings trade-offs into focus, better preparing the American warfighter for multiple threat scenarios. In short, this approach can yield meaningful results for those in the decision-making chair at critical moments when faced with complex problems, including maintaining credible deterrence.

Nathan Heath is an analyst at NSI. Views expressed are his own.

Deterrence of North Korea and Iran: Interests-Objectives-Analysis Framework was originally published on Global Security Review.

Since the beginning of the nuclear age, the international community consistently made efforts toward disarmament. However, the world saw both vertical and horizontal nuclear proliferation. Nuclear-armed states are modernizing their nuclear forces.

Although there are notable breakthroughs in efforts to reach agreements on arms control and disarmament, the world remains far from achieving disarmament goals and is still on a long quest to eliminate nuclear weapons. Nuclear weapons hold a key place in security policy.

The latest report by the Stockholm International Peace Research Institute (SIPRI) says nearly all nuclear-armed states, including the United States, the United Kingdom, France, Russia, China, India, Pakistan, Israel, and North Korea, are modernizing and upgrading their nuclear capabilities. Consequently, a perilous new nuclear arms race is emerging, and reliance on nuclear weapons is increasing. This inevitably raises the question, is nuclear disarmament still logical and relevant?

Signed in July 1968, the Nuclear Non-Proliferation Treaty (NPT), is considered the first major step aimed at preventing nuclear proliferation and ensuring disarmament, including the recognized nuclear powers under the treaty. Article VI of the NPT emphasizes the pursuit of negotiations in good faith to bring an end to the nuclear arms race, achieve nuclear disarmament, and promote general disarmament by nuclear-armed states. Article VI serves as the foundation for global efforts such as the Comprehensive Nuclear Test Ban Treaty (CTBT) and the Treaty on the Prohibition of Nuclear Weapons (TPNW).

However, nuclear weapon states under the NPT are not adequately fulfilling their obligations and commitments under Article VI and instead continue to modernize their nuclear capabilities. They even provide support to their allies on nuclear matters in clear violation of the treaty. The Australia-UK-US (AUKUS) deal and the Nuclear Supplier Group’s waiver to India are cases in point. It is important to note that nuclear weapon states are primarily responsible for progressing disarmament. Under the NPT, the division between nuclear weapons states and non–nuclear weapon states is not supposed to be permanent as all NPT parties will move to non–nuclear weapon states.

The current geopolitical landscape regarding nuclear proliferation, nonproliferation, counter-proliferation, and disarmament indicates a deadlock in the pursuit of a global zero (GZ). Two key terms, conceptualized in this article, may help explain the shortcomings in nuclear disarmament efforts under the grand bargain. The first is the security betrayal trap (SBT), which refers to a situation where security guarantees are betrayed, leaving a country exposed and vulnerable. The second is disarmament deception syndrome (DDS), a pattern of negative consequences resulting from false promises made during the disarmament process.

This situation is exacerbated by the fear of cheating among the nuclear-armed countries, “If we disarm, others might not.” Hence any proactive action would leave some at some disadvantage vis-à-vis adversaries.

The latest SIPRI report suggests that countries are modernizing their nuclear arsenals with a greater reliance on nuclear weapons, which undermines the efforts of arms control and disarmament. The abandonment of bilateral arms control treaties between the United States and Russia, alongside the failure to develop multilateral treaties on the subject, led to a lack of faith in arms control and disarmament.

In South Asia, India’s prestige-driven global ambitions and expansion of its nuclear arsenal beyond a credible minimum deterrent is complicating security dynamics in the region and beyond. This is further worsened by a purported strategic chain with cascading-downward influence on arms control, nuclear risk reduction, crisis management, confidence-building, and strategic stability in South Asia—induced by extra-regional powers. While offering no cascading upward stimuli for bringing regional stability, there are biases and discriminatory norms governing nonproliferation regimes and arms control and disarmament negotiations at the conference on disarmament (CD).

This suggests not only why nuclear disarmament is not happening, but it also explains skepticism over the future of disarmament. For instance, Ukraine presents a novel case of SBT and questions the negative and positive security assurances/guarantees in conventional as well as nuclear terms. The Ukraine paradox cautions other countries, in a DDS, that their survival rests with nuclear weapons of their own. Even confidence in the nuclear umbrella and assurance by treaty allies is eroding. NPT-member states are yearning for nuclear weapons and pose the greatest danger of proliferation.

Ukraine regrets abandoning its inherited nukes in the wake of its ongoing war with Russia. The withdrawal of North Korea from the NPT and the lesson it learned are that nukes are key to national survival. Similarly, Iran’s pursuit of nuclear capability is considered inevitable for the country’s national security. In this geopolitical context, it is hard to make countries believe in any negative as well as positive security in return for disarmament and de-nuclearization.

Disarmament is also unlikely in today’s world due to the changing technological landscape. Countries with advanced technologies and space-based capabilities can still threaten the survival of their enemies.

Emerging technologies are leading to increased conventional imbalances between rivals, which heightens reliance on nuclear weapons for crucial security interests and could, therefore, serve as the ultimate deterrent. Moving toward disarmament requires five actions. First, there is a need for legally binding agreements to address the threats posed by emerging technologies. Second, nuclear powers should not support their allies’ nuclear pursuits. Third, effective multilateral arms control agreements are required. Fourth, it is important to address biases within global frameworks. Finally, confidence-building measures (CBMs) between rivals are needed to resolve long-standing disputes, help prevent arms races, reduce nuclear risks, and build hope for disarmament in the future.

Sher Ali Kakar is an Associate Director of Research with a focus on Nuclear and Strategic Affairs at Balochistan Think Tank Network (BTTN), at BUITEMS Quetta. Atta Ullah is a Research Fellow with a focus on Nuclear and Strategic Affairs at Balochistan Think Tank Network (BTTN), at BUITEMS Quetta. Views expressed in this article are the authors’ own.

Illogic of Nuclear Disarmament in the Contemporary Era was originally published on Global Security Review.

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.

Engineering & Intelligence Combined
What began in 2009 with the Defense Threat Reduction Agency’s monitoring of Iran’s Fordow site evolved into a cutting-edge capability. The 30,000‑lb GBU‑57 Massive Ordnance Penetrator (MOP) was precisely engineered—tested hundreds of times and customized in fuse timing and impact parameters—to penetrate deeply buried facilities

Strategic Collaboration & Planning
This achievement isn’t just about hardware. It reflects 15 years of close collaboration between military planners, intelligence analysts, and industry leaders—including Boeing, Northrop Grumman, and the Air Force’s Quick Reaction Capability program

Execution with Precision
On June 22, B‑2 stealth bombers launched Operation “Midnight Hammer,” striking Iran’s Fordow, Natanz, and Isfahan sites with surgical accuracy. The MOP penetrated as planned—leaving minimal surface signatures while delivering deep destruction

What This Means for National Security
This operation showcases how sustained investment in R&D, intelligence integration, and interagency coordination can yield mission-defining capabilities. It exemplifies the strategic patience and partnership necessary for complex, high-stakes operations.

Key Takeaways for Defense & Tech Leaders:

1. Vision Meets Execution – Long-term defense projects require a clear vision, persistent funding, and cross-disciplinary alignment.
2. Testing & Validation – MOP’s success was no accident—it was the result of rigorous modeling, simulation, and live testing.
3. Partnership Power – Defense agencies, military services, and industry must collaborate seamlessly over years to deploy such capabilities.
4. Strategic Deterrence – Precision technologies like the MOP expand strategic options, offering alternatives to broader or more escalatory responses.

As our world grows more complex, this operation demonstrates that when foresight, perseverance, and technological excellence coalesce, they can deliver decisive outcomes.

Let’s discuss: How can lessons from this mission inform future innovation in defense tech and strategic deterrence?

15 Years in the Making: U.S. Precision Strike on Iran’s Fortified Nuclear Site  was originally published on Global Security Review.

Major events shaping the current arms control landscape include the unraveling of key treaties. The demise of the Intermediate-Range Nuclear Forces (INF) Treaty was triggered by Russian violations and the subsequent withdrawal by the United States—signaling a dangerous erosion of strategic stability. When coupled with the uncertain future of the New Strategic Arms Reduction Treaty (New START), which limits American and Russian operationally deployed strategic nuclear weapons, there are concerns about a return to unconstrained nuclear competition.

The last time such foundational treaties were absent the world was illuminated by the glow of vacuum tubes and dial telephones, not the intricate web of digital connectivity that now exists. The Joint Comprehensive Plan of Action (JCPOA), the Iran nuclear deal, also suffered a significant blow when the first Trump administration lost faith in its validity—fueling anxieties about Iran’s nuclear ambitions and the potential for regional proliferation.

Trends in arms control are marked by a resurgence of great power competition and a decline in multilateralism. The rise of China as a military power, coupled with its rapid nuclear modernization, challenges the existing arms control framework, which largely focused on Russo-American relations. It is noteworthy that the US sided with Russia against a Western-led effort to further punish Russia at the United Nations for Russia’s aggression against Ukraine. This was perhaps a move to spur Russian agreement to a truce in the conflict but is unusual.

The proliferation of advanced technologies, such as hypersonic weapons and artificial intelligence, further complicates arms control efforts, as these technologies have the power to threaten national sovereignty. The increasing use of cyber warfare and space-based weapons also creates new domains of conflict that are difficult to regulate.

Themes that dominate contemporary arms control discourse include the erosion of trust and the rise of strategic ambiguity. The breakdown of established treaties and the lack of transparency in military modernization programs are fueling distrust among nations. This apparent shift in doctrine may represent a genuine erosion of trust, or a calculated and abrupt pivot designed to reset a paradigm that is overly reliant on American leadership. The strategic ambiguity surrounding emerging technologies and the intentions of potential adversaries creates a climate of uncertainty. The rise of nationalist agendas and the decline of multilateral institutions can undermine efforts to build consensus on arms control and nonproliferation.

President Trump’s America First agenda and its associated call for allies to bare a larger burden of their own security impacts the arms control landscape. The withdrawal from the INF Treaty and the JCPOA was, for some, a rejection of multilateral agreements and a preference for unilateral action.

This approach stood to alienate allies and emboldened adversaries, undermining efforts to build international consensus on arms control. The Trump administration’s skepticism towards international institutions and its emphasis on American strength over international collaboration, which the administration sees as often at the expense of the United States, may contribute to the erosion of the remaining arms control framework. The reduction of funding for arms control initiatives and the appointment of officials with limited experience in this field signals a diminished commitment to nonproliferation.

The current arms control and nonproliferation landscape is marked by unprecedented challenges. The unraveling of key treaties, the resurgence of great power competition, and the rise of nationalist agendas create a volatile environment that may take unexpected turns. President Trump’s America First agenda and its efforts to require greater cost sharing leave adversaries wondering if the United States intends to leave existing alliances. Addressing the challenges posed by the changes requires a renewed commitment to multilateralism, transparency, and dialogue. Only through concerted international efforts can the world hope to mitigate the risks posed by unconstrained proliferation and ensure a more stable and secure future.

Brandon Toliver, PhD, serves on the A4 staff of Headquarters Air Force. The views expressed are those of the author and do not reflect the official guidance or position of the United States government, the Department of Defense, the United States Air Force, or the United States Space Force.

Arms Control in an Age of Isolation: A Fading Hope? 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.

Nonproliferation has been the goal of America’s foreign policy since the end of the Cold War more than three decades ago. At that time, the biggest concern was the possibility of the crumbling Soviet military apparatus being captured by rogue states, terrorist organizations, and other non-friendly entities that could use Soviet expertise and technological prowess to develop means to attack the United States. The Cooperative Threat Reduction Program (CTR), for instance, was started in 1991 to assist the Soviet Union and its “successor entities” to “destroy nuclear, chemical, and other weapons; transport, store, disable, and safeguard weapons in connection with their destruction; and establish verifiable safeguards against the proliferation of such weapons.”

Since then, many more programs have been created to control exports of sensitive and dual-use materials. Regardless of the effectiveness of these programs, it might seem that the world has entered a new era of proliferation as allies and partners, among others, start to question the security commitments of the United States and the possible prospect of developing their own nuclear programs.

Whether the US would actively defend its allies and partners if attacked, thousands of miles away from American territory, has long stimulated debate. Now, more than ever, Ukraine and the Middle East are important centers of attention following their years-long conflicts and the involvement of the United States. In Ukraine, for instance, President Trump called for peace negotiations, allegedly, without the consent of Ukraine.

Amid these decisions, conflicting messages were shared by American officials on the issue. On the one hand, President Trump stated that “Ukraine may be Russian one day, or not,” and that there were discussions on the possibility of a deal to provide the United States with part of Ukraine’s mineral deposits in exchange for American weapons. On the other hand, Secretary of Defense Pete Hegseth stated that North Atlantic Treaty Organization (NATO) membership for Ukraine is unrealistic and that the country should abandon its hopes of a return to its pre-2014 borders.

The fears running among Ukrainians and other European partners are shared. What if the US withdraws its assistance from Ukraine? What about the rest of the continent? On Monday, February 17, 2025, European leaders met to form a united front during an emergency meeting in Paris to discuss Trump’s plans for Ukraine and the continent. In this meeting, the reliability of Europe’s key transatlantic partner might be questioned. As this situation and the negotiations continue, many possible outcomes are certain to receive attention.

One of them includes the possibility of developing or expanding European nuclear programs, which is an idea floated for some time. For instance, Elena Davlikanova, from the Center for European Policy Analysis, reported that “[d]uring his speech in Brussels on October 17, Ukrainian President Zelenskyy voiced what many Ukrainians are thinking, that in the war for its existence, Ukraine now has a choice between NATO membership or manufacturing nuclear weapons.” If, according to the US Secretary of Defense, Ukraine’s membership in NATO is dismissed, then the other viable option for Kyiv is clear. And so might be for other US partners and allies.

In the Middle East, furthermore, a similar situation could be addressed. Since the last violent exchanges between Israel and Iran, concerns were raised about the possibility that Iran may now finally develop its own nuclear program with the assistance of Russia. Moreover, President Trump’s plans to expel ethnic Palestinians from Gaza and turn it into the “Riviera of the Middle East” could fuel concerns among Arab partners.

Along these lines, Arab states, friend or foe of the US, may acquire nuclear capabilities if they perceive their interests (regime survival, national integrity, sovereignty, etc.) are at stake and if they consider the growing US-Israel alliance a security risk. Iran could definitely see it this way, but what about the newly established Syrian government? The historical competition between Israel and Syria could now further expand as Islamist organizations now control the country.

Overall, two roads seem to be ahead of us. If the Trump administration’s goal is to partially denuclearize China and Russia, then concessions (“sacrifices”) will need to be made, which might include surrendering Ukraine to Moscow and, perhaps, Taiwan to Beijing—or at least the sovereignty claims of the South China Sea. If this is the case, the US alliance may tremble, encouraging US partners and allies to pursue their own independent nuclear programs. The other road leads to the support of US partners and allies but without facing real possibilities of engaging in arms control negotiations with either China or Russia.

In other words, the status quo would be maintained. The Trump administration would need to start evaluating these two paths ahead, but partners and allies should also play their part to convince the administration that they are not a burden to carry, and that keeping the alliance alive will also benefit the United States in the short and long term.

Santiago Spadiliero is a doctoral candidate at Missouri State University’s School of Defense and Strategic Studies whose research is focused on great power competition, deterrence, and America’s missile defense architecture.

President Trump’s Foreign Policy Could Encourage Proliferation was originally published on Global Security Review.

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

In 1966, he directed the establishment of the military-controlled Chung Shan Institute of Science and Technology (CSIST) and made nuclear weapons research a primary focus. Over the next two decades, Taiwan aggressively pursued a clandestine nuclear weapons program. Its remarkable advancement came to an abrupt halt in 1988 because of one Taiwanese scientist who was also a Central Intelligence Agency informant. What if that had not happened?

Continuing tensions in the Taiwan Strait along with conflicts in Ukraine and the Middle East have renewed conversations about the validity of the extended deterrence provided by the United States. Understandably, states may doubt the veracity of these current security guarantees.

We offer a counterfactual historical analysis to assess the traditional tradeoffs between a state’s right to nuclear weapons for security versus the established US foreign policy commitment of extended deterrence, which costs the United States significant human and material resources. If Taiwan was permitted to build a successful nuclear weapons program, what would the security environment in the Taiwan Strait look like today? Could the United States have prevented its own security dilemma with China, or would it have become more precarious? Can a what if scenario help inform a what’s next scenario for American foreign and nuclear policy?

To begin the analysis, a baseline understanding of nuclear postures is needed. Vipin Narang offers a simple construct for nuclear posture. It is the combination of a state’s capabilities, employment doctrine, and its command-and-control structure.

In his book, Nuclear Strategy in the Modern Era, Narang introduces a framework that systematically explains the nuclear posture choices made by regional powers based on two variables: whether there is a third-party patron able to defend them and the proximity of a conventionally-superior threat. It then applies several unit-level variables when the security environment is indeterminate.

Moving through his decision tree (below), regional nuclear powers fall into three potential postures: catalytic, asymmetric escalation, or assured retaliation.

A catalytic posture depends on a third-party patron to intervene and de-escalate the situation before nuclear exchange happens.

An assured retaliation posture is assumed when a nation can keep its nuclear forces secure from a potential disarming first strike and assure a costly retaliation on the aggressor. An asymmetric escalation posture is designed to deter conventional attacks by credibly showing the ability and willingness to escalate to nuclear first use options at first sign of conventional attack.

With the groundwork laid, it is possible to examine the PRC’s nuclear posture and posit a hypothetical Taiwan posture. Historically, China maintained an assured retaliation posture. According to the Federation of American Scientists, by 1970, China had approximately 50 nuclear weapons and by 1980 that number was 200. It maintained a small arsenal for over 30 years while maintaining its assured retaliation posture. It was an arsenal that Taiwan could counter, if allowed to continue to build its own weapons.

There are some assumptions required to run through this historical counterfactual. First, Taiwan would have been able to start developing nuclear weapons by 1990. When program shutdown began in January of 1988, Taiwan was assessed to be “at least a year or two away from having a three to six-month breakout capability.” Second, Taiwan would have been able to match a similar pace of production that China achieved from 1964-1979.

Third, China would not have intervened militarily to dismantle Taiwan’s nuclear program. This assumption is based on protections by the United States remaining intact, creating enough deterrence at a time when the People’s Liberation Army, though nuclear capable, was relatively weak.

Fourth, the great powers would not have engaged in counterproliferation efforts against Taiwan. In reality, this was not the case.

Fifth, American concerns over political instability in Taiwan were more muted, which reality would later vindicate.  Again, there were always real concerns with Taiwanese autocracy.

Accepting these assumptions and following the above framework, we suggest Taiwan could have fielded approximately 50 nuclear weapons as early as the mid-1990’s. This nuclear arsenal would have been sufficient to achieve an asymmetric escalation posture, which is best suited and specifically designed to counter conventional attacks from a conventionally superior neighbor.

To be credible, Taiwan would need to declare that any attempt to unify Taiwan and China by force will lead to a nuclear response. With this posture Taiwan would improve its ability to use asymmetric escalation to deter by denial—using nuclear weapons to deny the aggressors military objectives—and deterrence by punishment.

Had Taiwan been able to reveal an asymmetric escalation posture in the mid-1990s, would it have improved the balance of military power, sustained the status quo, and created a more stable security environment? There is no doubt Taiwan could inflict damage and deter a rational actor. Would it have been enough to deter China, who equated its national destiny with unification, including by force? Alternatively, would the revelation of Taiwan’s nuclear program intensify the cross-strait security dilemma by accelerating China’s own potential nuclear expansion? The unknowns of China’s decision calculus perplex even the modern analyst.

If the United States afforded Taiwan the space to develop a nuclear arsenal, would that have absolved America from any security commitments? One might argue the United States may have become more entangled in containing proliferation and a potential cross-strait nuclear war.

Certainly, the Republic of Korea (ROK) would not have appreciated another neighbor obtaining nuclear weapons while it faced its own nuclear-armed adversary. And Japan, given its tenuous history in the region, would likely have been unhappy to see the ROK field nuclear weapons without achieving its own equitable defense.

The discussion of alternative history matters in 2025 because middle states have witnessed what happened with Ukraine—a country without indigenous nuclear capability nor under the umbrella of protection from a third-party patron. Middle states across the world are recognizing that the security guarantees of a nuclear power extend only as far as its national interests.

It is no wonder that Ukraine now seeks a stronger security guarantee in the form of either “nukes or NATO.” And by extension, it’s not surprising that other middle states in comparable situations, like Taiwan, would re-evaluate their trust and confidence in the United States’ security promises. They see the writing on the wall with waning political interest and resources to combat adversaries in a multi-polar world.

Graham Allison observed that the United Kingdom learned, in the late nineteenth-century, rising German, Russian, French, and American navies meant its “two power standard” for naval supremacy was no longer a viable security formula without over-extending its resources. A century later, the United States finds itself in the position of Britain, compelled to re-evaluate its policies as a multipolar world challenges American dominance.

Chief among these policies must be exploring an international security strategy that defines and is faithful to American national security priorities, within available resources, unambiguous, and exploits the broad array of instruments of power. The nation must avoid the mistake of treating everything as a national security priority, rendering nothing a priority. This results in under-resourced and under-supported engagements, which erodes trust and confidence in the United States.

There will be winners and losers if the United States strikes a truly prioritized strategy.  But Thucydides argues that this is the nature of international politics, however unfortunate; the strong do what they can and the weak suffer what they must. However, as the alternative history above suggests, left to their own devices, vulnerable middle states may lean towards obtaining their own nuclear weapons.  Thus, creative new security solutions must replace resource-intensive extended deterrence in those cases, if nuclear non-proliferation remains a top national security priority. 

Kira Coffey is a 2024 Air Force National Defense Fellow and International Security Program Research Fellow at Harvard Kennedy School’s Belfer Center. She is a graduated squadron commander, combat pilot, and China Foreign Area Officer. Her research focuses on Great Power Competition with the People’s Republic of China. 

Ryan Fitzgerald is a 2024 National Defense Fellow and Security Studies Program Fellow at the Massachusetts Institute of Technology. He is a graduated squadron commander and combat pilot. His research focuses on International Relations and Nuclear Deterrence.

Opinions, conclusions, and recommendations expressed or implied within are solely those of the authors and do not necessarily represent the views of the United States Air Force, the Department of Defense, or any other US government agency.

Taiwan’s Nuclear What-If: Implications for U.S. Strategy and Global Security was originally published on Global Security Review.

Overview

The report, prepared by Peter Huessy, comprehensively assesses nuclear deterrence, strategic security issues, and emerging threats. It includes key quotes from U.S. leaders, updates on nuclear modernization, policy discussions, and geopolitical analysis.

Key Themes & Highlights

1. Strategic Nuclear Posture & Modernization:
   • U.S. nuclear deterrence strategies are facing significant challenges, with adversaries such as Russia and China expanding their arsenals.
   • The U.S. Air Force has paused elements of the Sentinel ICBM program due to evolving requirements.
   • Modernization efforts include upgrades to the B61 and B83 nuclear gravity bombs, though concerns persist regarding the adequacy of U.S. capabilities against hardened enemy targets.
2. Policy & Leadership Insights:
   • Secretary of Defense Peter Hegseth emphasizes the need to rebuild the military’s warrior ethos and align capabilities with threats.
   • House Armed Services Committee (HASC) Chairman Mike Rogers stresses the necessity of increased defense spending to counter global threats.
   • Former President Donald Trump calls for nuclear arms control talks with Russia and China, while also questioning the need for new nuclear weapons given existing stockpiles.
3. Geopolitical Developments & Deterrence Challenges:
   • Concerns over a growing Sino-Russian-North Korean-Iranian alignment seeking to undermine the Western security order.
   • Debate over extended nuclear deterrence and the potential for allied nations to develop independent nuclear capabilities.
   • The future of U.S. nuclear triad strategy amid reports of China’s advancements in submarine detection technology.
4. Ukraine Conflict & U.S. Policy:
   • Differing views on U.S. involvement in Ukraine, with some advocating for continued support while others argue for de-escalation and negotiations.
   • Analysis of Russian vulnerabilities, including internal instability and the potential for civil unrest post-Putin.
5. Congressional & Budgetary Updates:
   • The House Budget Committee supports increased defense spending, with an additional $100 billion allocated for the next year.
   • Senate Majority Leader John Thune discusses priorities related to Air Force modernization, including the B-21 bomber program.
6. Emerging Threats & Strategic Risks:
   • Reports suggest that China has developed new submarine detection technologies that could undermine the stealth advantage of U.S. nuclear submarines.
   • Analysis of the potential consequences of Vladimir Putin’s downfall, including the risk of nuclear proliferation due to internal instability in Russia.

Download the full report

ICBM EAR Week of February 10, 2025 was originally published on Global Security Review.

A decade ago, Paul Bracken warned of such possibilities in his book, The Second Nuclear Age. Because deterrence theory went out of vogue for so long in the West, analysts are now woefully unprepared to think about these challenges and their implications. Today, all possible threats to our Western notions of peace and stability have been jumbled into one giant intellectual recycling bin of deterrence theory. It is time to talk much more seriously about (1) the role of nuclear weapons in deterrence and (2) the role of nuclear deterrence in a new era of nuclear disorder in the Asia-Pacific.

Nuclear weapons play a unique and unprecedented role in how nations think about geopolitical order. They have fundamentally altered how countries think about alliances and the nature of international order. William Walker wrote about the establishment, in the late 1960s, of a nuclear order based on managed systems of deterrence and abstinence. The former was a system “whereby a recognized set of states would continue using nuclear weapons to prevent war and maintain stability, but in a manner that was increasingly controlled and rule-bound,” and in which there was a degree of familiarity in essentially dyadic deterrence relationships.

Nuclear abstinence consisted of a system “whereby other states give up sovereign rights to develop, hold, and use such weapons in return for economic, security, and other benefits,” concomitantly with the provision of nuclear umbrellas and a stable Nuclear Non-proliferation Treaty (NPT). It is a system whereby not only the possession, but also the use of nuclear weapons is controlled. According to Walker, the stability and robustness of these two systems would provide the rationale for many states in the international system to abstain from acquiring weapons and for states to rely on the US for their national survival.

There are several elements that gradually developed after the second world war that characterized this nuclear order—dissuading countries from developing nuclear weapons. First, the number of nuclear weapon states is relatively small. Second, nuclear weapons are no longer considered merely bigger and better conventional weapons. Third, there are strong norms against possession and the use of nuclear weapons. Fourth, there are no direct and immediate military threats to US allies. Fifth, war between major powers is relatively unlikely.

This and the prospects for nuclear proliferation are relatively limited. The Nuclear Non-proliferation Treaty (NPT) proposed in the late 1960s eventually attract more and more states, thus contributing to a norm against nuclear proliferation. It also contributed to nuclear and conventional arms control as concepts and policies in the international community. The world was able to more easily navigate crises and confrontations as thinking evolved about strategic theory and concepts and their application to real world politics and diplomacy.

The international (nuclear) order held together. It is now slowly eroding. China is modernizing its conventional and nuclear forces, all while growing increasingly bellicose and regularly threatening to invade Taiwan.

Russia annexed Crimea in 2014. The West did nothing and never imagined this would be followed by a full-scale invasion eight years later—with regular Russian threats to use nuclear weapons.

Now, Australian academic Peter Layton is writing about “this nuclear threat business.” Until recently, this behavior was reserved for rogue states like North Korea. Such behavior was beneath great powers such as Russia and the United States. Not only does the West have to think about deterrence in a multipolar setting, but it must face nuclear dictators.

Nuclear arsenals in Asia are also expanding. From China’s rapid nuclear expansion to questions about the future of Pakistan’s nuclear posture, the future is uncertain. There are renewed questions about the future of South Korea and nuclear weapons.

Arms control is also breaking down. Much to the chagrin of arms control careerists, who argue for unilateral, bilateral, and trilateral nuclear arms control as a public good sui generis, arms control is not carrying the day. Bereft of the intellectual foundations of deterrence that guided impressive negotiations in SALT I and II, and even START I, discussing nuclear strategy is now taboo in the West.

The nuclear order that existed during the Cold War and the post–Cold War peace dividend, especially in the Asia-Pacific, is eroding rapidly. For many nuclear historians, this trend is not new. Now is the time to grieve the loss of the utopian dream and think seriously about how to navigate this new era of disorder and the role of nuclear weapons in deterring war and promoting peace.

Christine Leah, PhD, is a Fellow at the National Institute for Deterrence Studies. Views expressed in this article are the author’s own. 

Nuclear Order and Disorder in the Asia-Pacific 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.

This report asserts that the United States is at a critical inflection point in global security,  facing mounting threats from an increasingly assertive China, a resurgent Russia, and a shifting nuclear landscape characterized by rapid technological advancements and diminished international agreements. This week we underscore the critical juncture at which the US finds itself—facing nuclear, economic, and strategic challenges requiring unwavering resolve and bipartisan cooperation.  Here are some highlights:

Quotes of the Week

1. Chelsey Wiley (IISS): “US–China tensions could lead to heightened security concerns for allies.”
   • Editor’s note: The focus must remain on countering China’s threats, not shifting blame to the US.
2. Admiral Tony Radakin (UK): “The third nuclear era is more complex, with proliferating technologies and absent security architectures.”
3. Palantir CEO: “Adversaries need to wake up scared; peace comes through strength.”
4. Rep. Chuck Fleischmann (R-TN): “Modernizing our nuclear deterrent ensures the US remains the global superpower.”

Essay of the Week

“Call it Chinese Communist Imperialism” by Christopher Ford (NIPP)

• Explores China’s military expansion and its quest for global influence.
• Highlights its nuclear ambitions and parallels with historical imperialism.
• Advocates for robust US policies to counter these threats.

Congressional Update

• FY25 NDAA: Approved at $895 billion, fully funding nuclear initiatives and strengthening deterrence.
• Key provisions:
  • Full funding for ICBMs and submarine components of the TRIAD.
  • Establishment of a unified Assistant Secretary for Nuclear Matters.
• New Congressional Members:
  • 78 new members, with significant additions to defense committees.
  • Focus on battleground states with strategic implications for military readiness.

Strategic Developments

1. China’s Nuclear Expansion:
   • Accelerating development of fast-breeder reactors for weapons-grade plutonium.
   • Collaboration with Russia raises global security concerns.
2. CSIS Wargaming:
   • Highlights the risk of nuclear escalation in a Taiwan conflict.
   • Diplomacy and readiness key to preventing catastrophe.
3. Third Nuclear Age:
   • UK and US emphasize increasing complexity in global nuclear threats from China, Russia, Iran, and North Korea.

Reagan Defense Forum: Key Takeaways

1. Panel 1: Indo-Pacific Challenges
   • Admiral Paparo stressed the urgency of deterrence in the face of China’s ambitions toward Taiwan.
   • Marine Corps General Eric Smith: “What would you pay not to lose a war? Everything and anything.”
2. Panel 2: Innovation in Defense
   • Heidi Shu: Encouraged bolstering supply chains and supporting small, innovative companies.
   • Senator Todd Young: Warned about biological threats and vulnerabilities tied to US-China economic ties.
3. Peace Through Strength:
   • Reinforced the need for defense investment to deter adversaries and maintain global stability.
   • Palantir CEO emphasized America’s role as a dominant power, inspiring both fear in adversaries and confidence in allies.

Read The Full Report

ICBM EAR Report December 8th was originally published on Global Security Review.

A driving factor is the rising nuclear threat posed by China, North Korea, and Russia. Such a threat requires effective nuclear deterrence. Another concern is continuing doubts as to whether America’s extended deterrence is reliable in a serious international crisis or a major shooting war.

It is true that when authoritarian states brandish their nuclear arsenals for coercion, repeatedly threatening nuclear attack, any nation would be concerned and look to its guarantor of security for help. Unfortunately, the United States is proving slow to field the kind of arsenal that can not only deter or defeat aggression against itself, but also provide that same capability for almost three dozen allies.

The US is now in a position where it must modernize and expand its own nuclear arsenal and right-size those numbers to sustain dynamic parity with adversaries. Legally and morally, there is indeed an inescapable duty to deter. For Japan and South Korea, that duty will be met by the United States or themselves.

Nuclear participation by America’s allies in Asia would be in direct contravention to US policy, and would violate both the letter and the spirit of the 1970 Non-Proliferation Treaty (NPT), but it would certainly prove understandable. Australia, Japan, and South Korea all signed the treaty, but a voracious and aggressive China and North Korea are proving a real threat to all three states.

Rather than take a position for or against ally nuclear participation, an overview of the main arguments on both sides of the issue are instructive.

Pros

First, recall that Australia, Japan, and South Korea all have a level of experience with the nuclear issue. Japan, of course, faced atomic bombings of Hiroshima and Nagasaki. But, as Japan up-arms to deter China and North Korea, Tokyo might decide to field its own nuclear weapons.

Southern and western Australia were the sites of over a dozen British nuclear weapon tests between 1952 and 1963. This is a fact too few understand.

South Korea had its own nuclear weapon research and development program during the Cold War, which was abandoned because of American pressure. South Korea does rely on nuclear power for its generation of electricity.

Second, note that these American allies do possess civilian nuclear power industries, sophisticated militaries, sizable economies, and advanced science and technology capabilities. All three countries could build nuclear weapons in relatively short order. On the positive side, the fielding of Australian, Japanese, and South Korean nuclear forces would make aggression far more complicated for China and North Korea.

The inclusion of allied nuclear forces would disperse and diversify the collective nuclear deterrent available for employment and increase the number of targets China or North Korea must strike in a conflict. Allied nuclear participation is also an alternative to overseas nuclear basing agreements, like those that existed during the Cold War. Given the lack of available American weapons, such an arrangement could prove very beneficial.

Lastly, nuclear participation would put an end to the endless debate over the credibility of  American extended deterrence. Rather, the focus would turn to integrating nuclear forces in the event of a conflict.

Cons

There are some well-known arguments for continued nuclear nonproliferation. They include the longtime prohibition in US policy and the NPT prohibition against it. There are also pragmatic concerns.

First, if a country were to withdraw from the NPT, although allowed by Article X, it would create significant diplomatic tensions between the US and the country withdrawing from the treaty. American sanctions could significantly harm the economy of Australia, Japan, or South Korea.

Second, any democratic state pursuing nuclear weapons would undermine Western efforts to halt Iran’s nuclear weapons development. Worse, it could open the floodgates of nuclear proliferation among states that are certain to prove less responsible with those weapons.

Third, China might see the pursuit of nuclear weapons by American allies as a sufficient reason to launch a “defensive” nuclear strike. China’s “active defense” strategy clearly supports the use of preventive attacks.

Fourth, the Nuclear Supplier’s Group would end all support to the civilian nuclear programs of Australia, Japan, and/or South Korea. Such a decision would cause great difficulty for power generators.

Conclusion

For Australia, American promises and the continent’s geographic position may prove sufficient to prevent a move to a nuclear weapons program. For Japan and South Korea, the threat is much closer. How these countries evaluate the threat is yet to be determined. They are signaling the United States that they want stronger assurances of American commitment.

Such assurance will prove difficult for the United States for many reasons. Neither China nor North Korea should take for granted that America’s allies will remain under the nuclear umbrella. It is only because of flagrant aggression that South Korea, and most recently, Japan, are even talking about the need for indigenous nuclear forces.

Joe Buff is a Senior Fellow at the National Institute for Deterrence Studies. Views expressed are his own.

The Pros and Cons of Nuclear Participation in the Pacific was originally published on Global Security Review.

The Role of First Use in Deterrence

American nuclear posture has long relied on an ambiguous first-use policy to enhance deterrence. Unlike a no-first-use policy, which commits a country to only retaliate in response to a nuclear attack. Ambiguity forces adversaries to consider the possibility that any aggression could provoke a devastating nuclear response, even in a non-nuclear conflict.

Today, the US faces a diverse array of threats from state and non-state actors, including revisionist powers like China and Russia, nuclear-armed rogue states like North Korea, and potential proliferators like Iran. The credibility of the American nuclear deterrent is critical in this environment. A first-use option deters conventional aggression from adversaries who may believe that their superior non-nuclear forces could overwhelm the US or its allies without triggering a nuclear response. If the US were to adopt a no-first-use policy, adversaries could be emboldened, believing they can engage in limited conflicts or conventional escalations without risking catastrophic consequences.

Credibility of Use

Nuclear deterrence rests not only on the existence of weapons but also on the belief that they will be used, if necessary. The credibility of the American nuclear deterrent, therefore, depends on a consistent and robust posture that leaves room for ambiguity. Even if morally troubling, this ambiguity serves to keep adversaries in check.

Credibility is essential in preventing both conventional and nuclear conflicts. The US must signal that it is willing to escalate when necessary, ensuring that adversaries believe they have no safe avenues to challenge American power. Both Moscow and Beijing are expanding their military capacities, with the Russian nuclear arsenal modernized and China rapidly growing its arsenal. Without the possibility of nuclear first use, these powers might test American resolve in regions like Eastern Europe, Taiwan, or the South China Sea, believing that Washington is reluctant to escalate.

This is where critics often misunderstand the moral and ethical dimensions of nuclear deterrence. A no-first-use policy may appear more humane, but by removing the strategic ambiguity that underpins deterrence, it risks emboldening adversaries to start conflicts that could spiral out of control. Paradoxically, maintaining a first-use option can be the best way to prevent nuclear war by ensuring adversaries never push the US into a corner where nuclear retaliation becomes necessary.

Continuity across Administrations

Regardless of who wins the November election, as Matthew Costlow noted, continuity in nuclear policy is essential for maintaining credibility. The US has had a bipartisan consensus on maintaining nuclear deterrence since the dawn of the atomic age. Both Republican and Democrat administrations preserved the first-use option because they recognize the value of strategic ambiguity in deterring aggression.

A Trump administration might be inclined to preserve a muscular nuclear posture to project strength, while a Harris administration might come under pressure from progressives to move towards a no-first-use policy—aligning with global disarmament movements. However, any shift towards no first use would erode the credibility of US commitments to allies in Europe, Asia, and the Middle East. The North Atlantic Treaty Organization (NATO), in particular, relies on the American nuclear umbrella, and a no-first-use policy could cause allies to question Washington’s willingness to respond to conventional or nuclear threats. Such a policy could cause a cascading effecting of nuclear proliferation amongst our allies and adversaries.

Moreover, a shift in policy during an administration change could create instability by signaling to adversaries that US nuclear posture is fluid and negotiable, making deterrence less effective. Credibility in nuclear deterrence is not just about weapons but also about long-term consistency and resolve, which are crucial in managing the expectations of allies and adversaries alike.

Moral and Ethical Considerations

The moral and ethical dilemmas posed by nuclear weapons are undeniable. The catastrophic humanitarian consequences of nuclear use make it tempting to adopt a policy that seeks to limit the circumstances under which such weapons might be employed. But the ethics of deterrence also hinge on preventing war in the first place. If the fear of nuclear first use keeps adversaries from initiating conflicts that could escalate into full-scale war, then the policy serves a larger ethical purpose: preserving peace.

In the real world of international politics, where states act for self-interest and survival, moral purity often clashes with pragmatic necessities. Nuclear deterrence, including the first-use option, is a grim but necessary strategy for ensuring peace and stability in a world still defined by competition among great powers.

Conclusion

As the 2024 election approaches, the future of American nuclear policy should be beyond partisan politics. The US must maintain its nuclear first-use policy regardless of which administration takes office, whether led by Donald Trump or Kamala Harris. The strategic logic of deterrence, the credibility of use, and the need to prevent adversary aggression all argue for preserving this policy. While the moral and ethical concerns surrounding nuclear weapons are valid, the preservation of peace and the deterrence of large-scale conflicts depend on maintaining the ambiguity that has underpinned nuclear strategy for decades. A stable and secure world requires that the US continue to hold the line on its nuclear posture—now and in the future.

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

Maintaining America’s First-Use Policy was originally published on Global Security Review.