While many analysts argue that this deal covers Pakistan’s nuclear weapons, the reality is that this agreement augments the already existing strategic partnership rather than providing Saudi Arabia with a nuclear umbrella. Neither Pakistan’s nuclear policy nor its doctrine entails providing extended nuclear deterrence to any other state while Islamabad’s deterrence posture remains India-specific and does not extend to providing a nuclear umbrella to any state.

Islamabad and Riyadh have been tied in a mutual defense pact for decades. Pakistani forces, which account for 1,500–2,000 troops, provide operational and technical help to Saudi forces. In regional conflicts, Pakistan safeguards Saudi frontiers under the defense protocol of 1967. Over time, Pakistan trained approximately 8,000–10,000 Saudi military personnel.

The recent strategic mutual defense agreement further strengthens the historical alliance between Pakistan and the Kingdom of Saudi Arabia (KSA), rather than creating a new pact. Even previous defense agreements do not guarantee a “nuclear umbrella.” In a similar vein, the recent mutual defense pact between Pakistan and the KSA serves the purpose of signaling solidarity and strategic cooperation, rather than providing an unconditional military guarantee for Saudi Arabia.

Pakistan does not seek to assume the role of a regional security guarantor. Rather, it contributes to collective security in line with international law and its national interests. However, Islamabad can be an essential actor in collective security arrangements in the Middle East in accordance with the norms of international law.

As the Israeli air raid on Doha sent shockwaves across the globe, Gulf States, particularly Saudi Arabia, realized that the United States is unlikely to go to the defense of its Gulf partners in times of crisis, despite deep ties with the Kingdom.

The reliability of the US as a security guarantor to its Arab partners in the Gulf region diminished after the United States tolerated the Israeli bombing of Hamas leadership in Doha, Qatar, September 9, 2025. Al-Udeid Air Base, in Qatar, is the largest US military base in the Middle East with 10,000 active troops.

Israel’s attack against Hamas leadership in Doha also infuriated Gulf countries. However, the lack of action by the US against its ally for the airstrike in Doha has damaged the image of the US as a reliable security partner. Therefore, Arab states are exploring new partners for their security against Israeli aggression.

Pakistan, with its battle-tested military and cordial relations with Gulf monarchies, appears to be a natural partner for the KSA. Its decades-old alliance with the KSA is rooted in deep strategic interests, shared faith, and economic interdependence. The presence of 2.7 million Pakistanis in the KSA also matters as they contribute over $6 billion in annual remittances. Pakistan’s reliance on Saudi oil imports is also important. These factors deepen mutual trust and economic interdependence.

Together, they reinforce the strategic logic behind the Pakistan–Saudi Mutual Defense Pact. Additionally, Pakistan’s participation in Saudi Arabia’s Vision 2030 projects highlights opportunities for long-term economic integration and strategic cooperation.

The cardinal aspect of this new mutual defense pact lies in formalizing a deep alliance which has historical roots. With this agreement, both Islamabad and Riyadh vow joint deterrence against any aggression, institutionalizing their long-standing security cooperation. Both Pakistan and KSA view this pact as an outcome of a decades-old partnership, not a sudden alliance aimed at any adversary, as Pakistani officials reiterated in their statements. Similar to the previous defense agreements between Islamabad and Riyadh, this agreement does not offer any nuclear guarantee to the KSA.

Therefore, the idea of a nuclear umbrella remains speculative and the actual text of this mutual pact, along with Pakistan’s stated nuclear doctrine, does not support it. Operational readiness and interoperability of both states’ armed forces will be significantly improved. The pact will foster defense industry collaboration on emerging technologies such as cybersecurity, drone technology, and space-based defense systems between both states. It will enable the co-production of conventional military equipment as well, paving the way for a promising future of strategic cooperation between Islamabad and Riyadh.

It may also be pointed out that Pakistan has not offered a covert “nuclear button” to Riyadh and defense cooperation with Riyadh does not imply an automatic war pledge. While addressing the 80th session of the United Nations General Assembly (UNGA), Iranian president, Masoud Pezeshkian, also praised this defense deal between the two brotherly Muslim states, marking the pact as the beginning of a comprehensive regional security system.

A Pak–Saudi mutual defense pact enhances Pakistan’s strategic depth by reinforcing its defense cooperation with the Muslim world’s most influential state, thereby expanding Islamabad’s diplomatic leverage beyond South Asia. The pact bolsters Pakistan’s deterrence posture vis-à-vis India, as Riyadh’s political and strategic backing adds weight to Pakistan’s regional standing.

Economically, it promises deeper defense collaboration, potential joint production, and technology transfer. In December, the KSA loaned Pakistan $3 billion, shoring up its foreign exchange reserves, while politically reflecting its growing confidence in Pakistan’s professional military capability and responsible nuclear stewardship. In essence, the agreement strengthens Pakistan’s strategic autonomy, broadens its alliances, and projects it as a pivotal player in the evolving security architecture of the Muslim world.

Nawal Nawaz is a Research Assistant at the Center for International Strategic Studies (CISS).

Understanding the Pakistan–Saudi Defense Agreement 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.

The simulated conflict ended without regime change in Pyongyang, allowing Kim Jong Un to claim a political victory. While avoiding nuclear escalation may seem prudent, such an outcome could deal a lasting blow to the credibility of America’s extended deterrence in East Asia.

The Guardian Tiger scenario should not be dismissed as an academic exercise. It reveals a critical vulnerability in the psychological foundation of deterrence: the perception among adversaries and allies of American willingness to use nuclear weapons in defense of its partners. If allies conclude that Washington will not cross the nuclear threshold even after a nuclear attack, they may question the value of the nuclear umbrella. Adversaries, meanwhile, may learn that nuclear coercion, carefully calibrated, can succeed.

In the simulation, North Korea escalated to a tactical nuclear strike against a South Korean Navy destroyer in the East Sea (Guardian Tiger I) and later against the Chinhae naval base (Guardian Tiger II), home to the Republic of Korea Navy’s Submarine Force Command and occasionally used for allied submarine visits. According to the report, American leaders debated nuclear retaliation but settled on conventional “pulsed” strikes.

In a real-world scenario, such strikes could plausibly involve precision-guided munitions from long-range bombers like the B1-B and Tomahawk cruise missiles launched from Arleigh Burke-class destroyers, aimed at targets such as missile transporter-erector launchers, hardened artillery positions along the DMZ, and command-and-control facilities near Pyongyang. In the exercise, the US stopped short of regime change, seeking to avoid further nuclear escalation and prevent a direct war with China—a decision that would have allowed Pyongyang to absorb the damage, count the survival of its regime as a strategic win, and enter negotiations from a stronger position.

Extended deterrence depends on more than military capability. It is rooted in the belief, shared by allies and adversaries alike, that the United States is willing to defend its partners by all means necessary, including nuclear weapons. An American failure to respond in kind to North Korean nuclear use would plant seeds of doubt. Japanese and South Korean leaders could begin to question whether Washington would truly “trade Los Angeles for Tokyo or Seoul” if the stakes involved limited nuclear use rather than an existential threat to the United States.

That doubt could trigger cascading effects. Calls in Seoul’s National Assembly for indigenous nuclear weapons, expanded production of the Hyunmoo‑4 ballistic missile, and pressure on Tokyo to more seriously pursue nuclear sharing arrangements have already entered the political debate.

This concern is amplified by North Korea’s 2022 nuclear weapons law, which openly authorizes preemptive nuclear strikes in scenarios ranging from an imminent attack on leadership to undefined overwhelming crisis situations. Analysts note that the law’s language effectively lowers the threshold for nuclear use, implying tactical employment to repel invasion and seize the initiative in war. Rather than viewing nuclear use as a desperate last resort, Pyongyang now appears willing to employ such weapons early. For example, a low‑yield detonation against South Korean or American forward-deployed forces to shock Washington and Seoul into political concessions.

The challenge grows sharper in the event of a dual contingency: simultaneous crises on the Korean Peninsula and in the Taiwan Strait. Guardian Tiger II simulated such a scenario, with China launching a multi-domain assault on Taiwan while North Korea escalated on the peninsula. In such a real-world situation, US Indo-Pacific Command could be forced to divert the USS Ronald Reagan Carrier Strike Group from Yokosuka to the waters east of Taiwan, deploy B‑52H bombers to deter Chinese operations, and even consider repositioning some Terminal High Altitude Area Defense and Patriot missile defense batteries from South Korea to protect American assets in Okinawa and Guam.

Such shifts illustrate how a stretched American posture could reduce missile interception capacity on the peninsula and temporarily remove some nuclear-capable platforms from immediate Korean defense. North Korea could calculate that Washington, already balancing a larger confrontation with China, would avoid nuclear escalation in Korea to conserve resources and limit the risk of an all-out US-China war.

The political and strategic consequences would ripple across the region. In Seoul, public and elite opinion could shift sharply toward developing an independent nuclear arsenal—something 71 percent of South Koreans already support. South Korea’s nuclear latency, widely assessed by proliferation experts, suggests it could potentially produce a weapon in as little as 6 months if political consensus formed.

In Tokyo, the debate over counterstrike capabilities, missile defense expansion, and potential nuclear sharing with the United States would intensify, potentially accelerating deployment of Tomahawk missiles and further integration of F‑35A fighters, which, in the US fleet, are being certified for B61‑12 nuclear bombs, into allied defense planning. Beijing, meanwhile, could seize the opportunity to position itself as a stabilizing broker, offering to mediate between Seoul and Pyongyang while shielding the latter from full international accountability, further eroding American influence.

Avoiding nuclear escalation in a limited-strike scenario is understandable, but Washington cannot afford such a decision to be interpreted as weakness. Strengthening deterrence credibility in Northeast Asia will require more than declaratory statements. Clear and credible red lines for nuclear use must be communicated both publicly and privately. Integrated nuclear-conventional planning with allies should ensure that flexible response options, from proportionate nuclear strikes to overwhelming conventional retaliation, are executable on short notice. Contingency planning must explicitly account for simultaneous conflicts in Korea and Taiwan, with pre-positioned munitions, dispersed basing arrangements for nuclear-capable aircraft, and rotational deployments of dual-capable ships and submarines to maintain strategic presence even under force diversion.

Equally important is sustained alliance signaling. These include high-visibility joint exercises like the US-ROK Freedom Shield exercises, regular port visits by nuclear-capable submarines, and trilateral missile tracking drills with Japan. These measures reassure allies, complicate adversary calculations, and demonstrate that any nuclear use will incur unacceptable costs.

The Guardian Tiger exercises are valuable not because they predict the future, but because they reveal how quickly deterrence can fray in the fog of crisis. A single decision to refrain from nuclear retaliation, however understandable at the time, could reverberate for decades and reshape the strategic balance in East Asia. In the nuclear age, preserving deterrence means guarding against both uncontrolled escalation and the perceptions of hesitation that could invite it.

Dr. Ju Hyung Kim, President of the Security Management Institute, a defense think tank affiliated with the South Korean National Assembly, is currently adapting his doctoral dissertation, “Japan’s Security Contribution to South Korea, 1950 to 2023,” into a book.

A Nuclear Umbrella in Peril: Lessons from North Korea’s Escalation Scenarios was originally published on Global Security Review.

Extended deterrence, commonly known as the “nuclear umbrella,” represents America’s commitment to defend its allies against strategic threats, including the use of nuclear weapons. Since the late 1940s, this policy provides security guarantees to NATO members and Asian allies like Japan and South Korea.

Rising threats from adversaries like North Korea and Iran, coupled with the modernization of arsenals by Russia and China, underscore its continued necessity. Without this safeguard, allies may feel compelled to pursue independent nuclear programs, triggering preventable proliferation that can destabilize entire regions and weaken American influence.

Consider a scenario where the United States’ failure to build a peer theater nuclear capability and public statements are viewed by allies as a reduction in American nuclear commitments in East Asia. Japan, confronted by an assertive China and threatening North Korea, initiates a covert nuclear program, leveraging its advanced civilian nuclear technology and plutonium reserves. Constitutional constraints notwithstanding, mounting public anxiety could drive Tokyo toward its first nuclear test.

South Korea, facing similar security vulnerabilities, revives its previously dormant nuclear ambitions. Taiwan, under existential threat from China, sees nuclear capability as essential for survival. Alarmed by these developments, President Xi Jinping orders an accelerated attack on Taiwan and, potentially, attacks targets in South Korea and Japan to preempt support of Taiwan.

This ripple effect would yield devastating global repercussions. The Treaty on the Non-Proliferation of Nuclear Weapons (NPT), a cornerstone of nonproliferation, ceases in relevance. Nations such as Saudi Arabia, Turkey, Germany, and Poland might explore nuclear options. With more nuclear actors in play, risks increase as a statistical probability. Diplomatic and economic instability would likely surge, potentially fracturing alliances, crippling foreign investment, and destabilizing global markets.

Extended deterrence is not merely about preventing proliferation; it provides substantial military and economic benefits as well. American allies contribute robust defense capabilities, hosting critical strategic bases essential for American operations. South Korea’s military fought alongside American forces in every conflict since Vietnam, while Japan’s formidable naval and air capabilities enhance American strategic flexibility. European NATO allies provide indispensable missile defense and air operations infrastructure, reinforcing American global power projection.

Economically, the nuclear umbrella fosters stability, encouraging foreign direct investment from treaty allies like Japan, Germany, and South Korea—three of the top investors in the US. This security framework ensures mutual prosperity and deepens economic interdependence, strengthening not just trade partnerships but long-term strategic relationships. South Korea, the world’s 14th-largest economy, thrives under this arrangement, further reinforcing cross-border trade and investment.

Upholding extended deterrence demands a long-term investment of American resources, ensuring stability across NATO. Allied nations pledged to meet defense spending commitments, emphasizing the principle that collective security thrives on shared responsibility. Given that the US allocates just under three percent of its gross domestic product (GDP) to defense, committing at least two percent is a reasonable expectation.

Eleven nations met the two percent target in 2023, up from just four in 2017. President Trump’s pressure campaign on NATO defense spending is working. If every NATO nation adhered to the two percent minimum, the alliance’s total defense budget would rise by over $100 billion annually, reinforcing military capabilities, strengthening infrastructure, and fortifying global stability.

More than just a financial obligation, honoring these agreements is fundamental to sustaining NATO’s unity and trust. Increased investment not only bolsters collective security but also eases the strain on the US, which continues to shoulder the responsibility of protecting Western civilization from instability.

Extended deterrence long served as the backbone of global stability, shaping a world where security, military cooperation, economic prosperity, and nuclear nonproliferation are upheld. Stability is not self-sustaining; it demands vigilance, action, and unwavering commitment. NATO’s legacy proves this repeatedly. From coalition forces uniting in Kosovo to prevent ethnic cleansing, to NATO-led air campaigns in Libya that dismantled an oppressive regime, alliance members stood together in moments of crisis. Joint operations in Afghanistan, where NATO countries fought side by side for nearly two decades, showcased the strength of shared commitment. Even today, as NATO fortifies defenses in Eastern Europe, the principle remains unchanged. Security is only as strong as the unity behind it.

NATO’s Article 5 is more than a pledge; it is a promise that must be upheld through action. Security is not theoretical; it is built on resources, strategy, and cooperation. The deterrence piggy bank needs deposits, not just withdrawals. If allies fail to uphold their commitments, the burden on the US becomes untenable.

The stakes could not be higher. Geopolitical tensions are rising, nuclear threats are evolving, and adversaries are watching for cracks in the foundation. The American nuclear umbrella remains a pillar of international security, but it is only as strong as the resolve behind it. Allies must step up because if they do not, the rain will come, and they will find themselves unprotected in the storm.

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.

The Nuclear Umbrella: Reassurance or Relic in a Shifting World? 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.

ICBM EAR Report for 22 Feb 2025 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.

Such an alliance is needed most in the Indo-Pacific region where China is attempting, with some success, to challenge the American-led rules-based international order. Growing American alliances and partnerships beyond current bilateral relationships is the solution.

A more tailored and comprehensive approach involving Australia, Japan, and South Korea should serve as the beginning of an alliance that could expand and counter Chinese efforts in more than just the military realm. Such an alliance could bolster American nuclear deterrence and assurance in the region and directly support regional stability. A need for increased security cooperation in the Indo-Pacific is a clear and obtainable objective.

Formalizing a Multilateral Treaty Organization

Creating a regional multilateral treaty-bound organization with Australia, Japan, and South Korea will institutionalize defense cooperation and bolster collective security. This organization could formally facilitate regular interoperability consultations, increase joint coalition exercises, and more effectively coordinate responses to regional threats. By formalizing these relationships, the US and its allies can ensure a cohesive and effective deterrence strategy with more eloquence throughout the Indo-Pacific.

Establishing a new treaty organization will be challenging, but the cost-benefit will be worthwhile in the long term. This formality directly supports the diplomatic leg of the diplomatic, information, military, and economic (DIME) model.

Equipping Allies with Nuclear-Capable F-35s

Expanding the sale of nuclear-capable F-35As to Australia, Japan, and South Korea represents a significant advancement in regional coverage of the US nuclear umbrella. These next-generation fighters provide a capable and credible nuclear capability to prepare allies for future conflict, allows increased power projection against potential adversaries, and bolsters the operational compatibility between American forces and allies.

By integrating these aircraft into their respective air forces, allies can contribute to a more dynamic and responsive deterrence posture if a need arises as the geopolitical environment changes. And, if the alliance expands as expected, F-35s can compensate for their range limitations by “island hopping” their way to the fight or allies can build their own aerial refueling capability.

The presence of highly mobile nuclear-capable platforms increases regional solidarity in a strategically tailored way that messages adversaries that aggression will not be tolerated. Given growing Chinese aggression, this is an important task.

Developing Supporting Infrastructure

To maximize the efficacy of these new capabilities, it is crucial to establish a robust infrastructure that supports the deployment and maintenance of nuclear-capable assets for

forward-based power projection. This includes upgrading the host nations’ airfields, maintenance facilities, and command-and-control systems.

Such infrastructure will allow seamless integration of allied forces into joint operations and ensure sustained operational readiness. The host nations will need to take charge of the economic development required to maintain the increase in capability and its continued sustainment in the long term—relieving some of the costs that would otherwise be borne by the American taxpayer.

Increasing SSBN Port Calls and Coalition Heavy Bomber Task Force Exercises

Boosting the frequency of American ballistic missile submarine (SSBN) port calls and conducting more coalition heavy bomber task force exercises will further strengthen the deterrence posture within the region. American SSBN presence provides a method to showcase a strategic, survivable deterrent, while heavy bombers enable power projection. Conducting joint operations further solidifies a multinational force’s allied resolve and compatibility.

Additionally, the United States could showcase the ability to provide a safe haven for the required heavy bomber task forces if the need arises. These activities would demonstrate an increase in enhancing regional security ties and reassuring allies of the continuation of American commitment. The United States could also sell the B1 and B2 bombers it plans to retire to its allies.

Conclusion

Strengthening American nuclear deterrence in the Indo-Pacific requires a multifaceted approach that continues to foster positive alliances and partnerships that advance capabilities. Honoring these commitments showcases allied resolve to hold adversaries at risk with well-calculated multilateral decision-making processes and regional cooperation. By equipping Australia, Japan, and South Korea with nuclear-capable F-35As, establishing the necessary infrastructure, formalizing multilateral agreements, and increasing strategic exercises with ballistic missile submarines and heavy bombers, the US and its allies can enhance deterrence.

These measures will solidify regional defense cooperation, amplify the efficacy of the nuclear umbrella, and ensure a regional multilateral response to potential nuclear threats, thereby reinforcing the American commitment to maintaining stability and countering China’s growing influence across the region.

William Atkins spent a career in the nuclear enterprise. The views expressed are his own.

Bolstering Extended Deterrence 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.