Introduction

Russia’s recent deployment of a conventionally armed, diesel-powered submarine to Indonesia should not be dismissed as routine naval activity. It is a calculated strategic signal. One that highlights a growing challenge for Australia and calls into question the resilience of U.S. extended deterrence in the Indo-Pacific. While such deployments fall below the nuclear threshold, they reveal an emerging approach to strategic competition. The use of advanced conventional capabilities can undermine the systems that enable nuclear deterrence.

At the center of this challenge is the vulnerability of U.S. nuclear command, control, and communications (NC3) architecture. Facilities in Australia, including Pine Gap and Naval Communication Station Harold E. Holt, are integral to this architecture. They support early warning, signals intelligence, and communications with nuclear forces. As such, they are not only strategic assets but also potential targets. Modern diesel-electric submarines—quiet, survivable, and increasingly capable—can operate in Australia’s northern approaches and threaten these critical nodes with precision strike options or intelligence-gathering missions that enable future disruption.

The Gray Zone Effect

This development reflects a broader shift in adversary strategy. Rather than relying on overt nuclear coercion, states such as Russia are exploring how to achieve strategic effects through conventional means. By targeting NC3 infrastructure using submarines, cyber operations, or long-range precision strike, adversaries can degrade the credibility of nuclear deterrence without crossing the nuclear threshold. This approach exploits the grey zone between peace and war, complicates escalation dynamics, and introduces ambiguity into alliance responses. It is not escalation dominance in the traditional sense, but escalation manipulation, and shaping the environment so that nuclear deterrence becomes less certain, less credible, and therefore less effective.

Recent Chinese naval activity reinforces this concern. The PLA Navy’s circumnavigation of Australia should not be viewed as routine presence or symbolic signaling alone. Rather, it demonstrates an emerging capacity to operate persistently along Australia’s littoral approaches and key maritime choke points—areas proximate to critical infrastructure that underpins U.S. and allied NC3. Such operations enable the mapping of undersea terrain, surveillance of communication pathways, and potential identification of vulnerabilities in systems such as subsea cables and relay nodes. In a crisis, these capabilities could be leveraged to conduct limited, deniable disruption of NC3 functions that degrade communication, delay decision-making, and complicate alliance coordination without crossing the threshold of armed attacks. In this sense, China’s activity mirrors and reinforces the broader trend: the use of conventional means to hold at risk the foundations of nuclear deterrence.

For Australia, the implications are significant. The traditional model of U.S. extended deterrence, anchored in the threat of nuclear retaliation, assumes that nuclear forces remain survivable, communicable, and politically usable. However, if NC3 systems are degraded or disrupted, that assumption weakens. Deterrence begins to erode not because nuclear weapons are absent, but because their employment becomes uncertain or delayed. In such a scenario, adversaries may calculate that they can act with greater freedom at the conventional level, confident that escalation can be managed or avoided. 

Policy Recommendations

This evolving threat environment demands a recalibration of Australia’s defense and deterrence posture. Nuclear deterrence remains essential, but it is no longer sufficient on its own. It must be reinforced by a comprehensive strategy that integrates conventional resilience, grey-zone competition, and a more explicit recognition of the role nuclear forces play in underpinning deterrence across all domains.

First, Australia should prioritize the hardening and resilience of NC3-related infrastructure on its territory. This includes enhancing physical protection, investing in redundancy and dispersal, and strengthening cyber defenses. Facilities such as Pine Gap and Harold E. Holt must be able to operate under contested conditions, ensuring continuity of communication and decision-making even in the face of sustained disruption. This may also require the development of alternative communication pathways, including space-based and mobile systems. Resilience is not merely a defensive measure; it is a core component of deterrence, signaling to adversaries that attempts at degradation will not succeed.

Second, Australia must significantly expand its undersea surveillance and anti-submarine warfare (ASW) capabilities. The ability to detect, track, and, if necessary, neutralize hostile submarines in Australia’s maritime approaches is critical to protecting strategic infrastructure. Investments should focus on integrated undersea sensor networks, maritime patrol aircraft, autonomous systems, and closer operational integration with allies. A persistent and credible ASW posture will complicate adversary planning, increase operational risk, and reduce the feasibility of covert operations targeting NC3 nodes.

Third, Canberra should deepen strategic dialogue with Washington on the role of Australia within U.S. nuclear deterrence architecture. This dialogue must move beyond general assurances and address specific contingencies, including how attacks on NC3 infrastructure in Australia would be interpreted. Greater clarity around escalation thresholds, attribution challenges, and response options will reduce the risk of miscalculation and strengthen the credibility of extended deterrence. This should include regularized nuclear consultation mechanisms and scenario-based planning.

Fourth, Australia should take the lead in advocating for the development of an Indo-Pacific nuclear alliance. Such a framework that brings together the United States, Japan, South Korea, the Philippines, Papua New Guinea, and Australia, would formalize shared deterrence responsibilities and strengthen collective resolve. While politically sensitive, this arrangement could include elements of nuclear consultation, planning, and burden-sharing, similar in principle to NATO’s nuclear sharing arrangements. By distributing deterrence functions and signaling unity, such an alliance would complicate adversary calculations and reinforce the credibility of nuclear deterrence across the region.

Fifth, Australia must engage India more directly on the implications of Russian strategic behavior. As a key regional power with longstanding ties to Moscow, India occupies a unique diplomatic position. Canberra should clearly communicate its concerns regarding Russian military activities in the Indo-Pacific, including the risks posed to critical infrastructure and regional stability. In parallel, India should be encouraged to consider the broader consequences of a hypothetical Russian attack on Australia, not only for bilateral relations, but for its strategic partnerships with both the United States and Australia. This dialogue would not seek to force alignment, but to underscore the interconnected nature of regional security and the potential costs of strategic ambiguity.

Sixth, Australia should explore options to visibly anchor U.S. nuclear deterrence in the region. This necessitates a proactive approach to alliance integration. Mechanisms such as enhanced consultation, increased transparency around nuclear policy, and potential participation in nuclear planning arrangements could reinforce deterrence by demonstrating resolve and cohesion. Initiatives under AUKUS provide a foundation for this deeper integration and should be expanded to include broader deterrence considerations.

Seventh, Australian defense policy must explicitly recognize the interdependence of conventional and nuclear deterrence. Investments in long-range strike, cyber capabilities, and undersea warfare are essential, but they must be understood as part of a broader deterrence framework. These capabilities contribute to resilience and denial, but they are ultimately underpinned by the threat of escalation. Ensuring that this relationship is clearly articulated in strategy and doctrine will strengthen deterrence coherence and improve signaling to adversaries.

Finally, Australia must broaden its strategic focus to account for multiple nuclear-capable adversaries operating in the Indo-Pacific. While China remains the primary focus of defense planning, Russia’s increased presence in Southeast Asia underscores the need for a comprehensive approach. Strategic competition is no longer confined to a single actor or domain. It is multi-faceted, simultaneous, and increasingly coordinated. Australia’s deterrence posture must reflect this complexity.

Conclusion

The central lesson is clear. Deterrence in the 21st century cannot be treated as a layered system in which nuclear weapons sit passively at the top. Instead, nuclear deterrence must actively underpin and reinforce every level of conflict, including the conventional and grey-zone domains. Adversaries are increasingly seeking to exploit gaps between these layers, using conventional means to achieve strategic effects without triggering nuclear retaliation.

To respond to this challenge, Australia must take seriously the credibility of the nuclear deterrent on which it relies. This means investing in the resilience of critical systems, strengthening conventional capabilities, and engaging more deeply with allies and partners on the role of nuclear alliances and forces in regional security.

In an era defined by ambiguity and threshold management, the effectiveness of deterrence will depend on integration, clarity, and resolve. By advancing new nuclear alliance structures, deepening strategic dialogue, which includes India, and reinforcing both conventional and nuclear pillars of deterrence, Australia can ensure that sophisticated conventional threats do not undermine the stability of the broader strategic order.

Natalie Treloar is the Australian Company Director of Alpha-India Consultancy, a Senior Fellow at the Indo-Pacific Studies Center (IPSC), a Senior Analyst at the National Institute for Deterrence Studies (NIDS), and a member of the Open Nuclear Network. Views expressed are the author’s own.

Silent Signals: Russian and Chinese Conventional Threats to NC3 and U.S. Extended Deterrence in Australia was originally published on Global Security Review.

The ongoing conflict involving Iran, the United States, and Israel has produced one of the most significant case studies in the evolution of contemporary warfare. Iran, a state that lacks a competitive air force and possesses limited naval power, has demonstrated that ballistic missiles, cruise missiles, and unmanned aerial systems can offset some conventional disadvantages and impose serious costs on technologically superior adversaries. This development is not confined to the battlefield. It represents a doctrinal shift with lasting implications for American deterrence strategy, allied defense planning, and the long-term viability of current U.S. force structures. Understanding what Iran has and has not achieved is essential for making sound policy going forward.

The Cost-Exchange Problem 

At the operational level, Iran’s most consequential contribution has been exposing a structural vulnerability in layered air defense: the cost-exchange dilemma. Systems such as Patriot, THAAD, and Iron Dome were engineered to intercept high-value ballistic and cruise missile threats. When deployed against coordinated waves of low-cost drones and short-range missiles, these systems are forced to expend interceptors valued at hundreds of thousands or millions of dollars per shot against threats that cost a fraction of that amount. The arithmetic is unsustainable at scale. As analysts at the Center for Strategic and International Studies have noted, saturation attacks can exhaust defensive inventories faster than replenishment is possible, creating windows of vulnerability that adversaries are quick to exploit. For the United States, this is not merely a technical problem, it is a strategic one that requires urgent attention in both procurement and doctrine.

The development of the Golden Dome missile defense architecture and expanded investment in directed energy and electronic warfare systems reflect growing official awareness that current interception models are not cost-competitive. These are necessary steps. However, technology alone cannot resolve a dilemma that is fundamentally about the economics of offense versus defense. Adversaries will adapt their tactics faster than procurement cycles can respond unless the U.S. also changes the strategic logic driving their calculations.

Attrition Without Decision: The Limits of the Iranian Model

The Iranian approach has imposed genuine costs on its adversaries, but it has not produced decisive military outcomes. This distinction is critical. Iran’s missile and drone campaigns have disrupted logistics, strained defensive inventories, and created operational uncertainty. They have not, however, defeated U.S. or Israeli military power, seized or held territory, or forced a negotiated settlement on Iranian terms. The model is one of strategic attrition, not strategic victory. Survivability and persistence are not equivalent to effectiveness, and the broader narrative of a drone revolution rendering conventional military power obsolete requires significant qualification.

The claim that air superiority is no longer a necessary condition for strategic effectiveness also warrants scrutiny. Air superiority remains essential for intelligence, surveillance, and reconnaissance; for close air support of ground operations; and for denying adversaries freedom of movement. What Iran’s campaign demonstrates is that a state without air superiority can still impose costs and delay adversary operations—not that air power has been rendered irrelevant. The bar for what air superiority can guarantee has been raised. Its strategic value, however, has not disappeared. Policymakers and analysts should resist the temptation to draw sweeping conclusions from a conflict that remains ongoing and whose full operational record is still emerging.

Implications for American Deterrence

The proliferation of precision strike capabilities across state and non-state actors undermines the assumption that technological overmatch alone is sufficient to deter conflict. When adversaries can field asymmetric capabilities that challenge U.S. and allied defenses at an acceptable cost to themselves, deterrence by denial becomes increasingly difficult to guarantee. The U.S. must prioritize cost-effective interception technologies, particularly directed energy weapons, that can neutralize mass drone and missile attacks without depleting high-value interceptor stocks. This is a resource allocation problem as much as it is an engineering one, and it demands serious engagement at the budgetary and strategic planning levels.

The Iranian model is also exportable, and this may prove to be its most consequential long-term dimension. States with limited defense budgets that are aligned with China or Russia can observe the operational lessons from this conflict and apply them in their own regional contexts. The proliferation of domestically produced or externally transferred missile and drone capabilities across the Middle East, South Asia, and the Indo-Pacific represents a compounding deterrence challenge. American extended deterrence commitments to allies in these regions will become harder to sustain if the cost-exchange problem is not structurally resolved. As Defense News reported, the proliferation of drone technology is already forcing militaries worldwide to reconsider their approach to air and missile defense.

There is also a crisis stability dimension that deserves serious attention. Rapid, sustained missile and drone strikes compress decision-making timelines and increase pressure for early, and potentially disproportionate, responses. In a multipolar environment where multiple actors possess similar strike capabilities, the risk of miscalculation is elevated. The U.S. should pursue updated arms control frameworks and diplomatic mechanisms to manage the proliferation of these systems alongside its technical and procurement investments. Deterrence cannot be reduced to hardware alone.

Conclusion

Iran’s missile and drone campaign has not rewritten the principles of warfare, but it has exposed critical assumptions underpinning American deterrence in ways that cannot be ignored. Distributed, low-cost, high-impact systems are now accessible to a wider range of actors and the gap between offensive capability and defensive cost is widening. The United States requires a

deterrence posture that integrates cost-effective defense, credible offensive options, active non-proliferation diplomacy, and sustained alliance management. Meeting this challenge demands strategic adaptation across doctrine, procurement, and diplomacy, not simply an incremental increase in interceptor production.

Dr. Tahir Mahmood Azad is currently a research scholar at the Department of Politics & International Relations, the University of Reading, UK. Views expressed in this article are the author’s own.

Iran’s Missile-Drone Campaign and Its Implications for the United States’ Deterrence was originally published on Global Security Review.

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.

A new version, the Shahed-136B, is available for use in conflict. With an extended range of 4,000 kilometers, the increasing capability of Iran’s long-range drone raises important strategic questions as this weapon’s potential uses beyond Ukraine are considered. Consider Iran’s potential response to an American attack on its nuclear facilities, should the United States and Iran fail to reach an agreement that ends Iran’s nuclear weapons program.

Shahed-136 in the Russia-Ukraine War

Iran is supplying the Shahed-136 to Russia as supply of the drone is available. Russia often uses the drone to target Ukraine’s energy infrastructure and military positions. The design of this Shahed-136 allows it to bypass traditional air defense systems due to its low radar cross-section and ability to deploy in swarms—ensuring the drone will always get through, at least some portion.

Military officials in Ukraine and the West identified the Shahed-136 as a persistent and cost-effective threat capable of overwhelming advanced air defense systems. In the case of the Shahad-136, quantity has a quality all its own. Russia’s use of this drone is giving Iran valuable battlefield data that allows designers to refine and improve the capabilities of the Shahed-136B, which is proving an even more lethal weapon.

Strategic Implications in a US-Iran Conflict

If tensions between the US and Iran escalate—particularly if the US conducts strikes against Iran’s nuclear sites—the Shahed-136B could become a key component of Iran’s retaliation strategy. With a 4,000-kilometer range, the Shahad-136B has the potential to strike American strategic assets across the region. With a large American presence spread across the Middle East, there are a large number of Americans and military targets that would make inviting targets. Although the Shahed-136B does not have the legs to strike targets beyond Southern Europe and the Middle East, the number of American bases and assets within the drone’s striking radius are significant.

Iran may also try to launch attacks from unfriendly nations in the Western hemisphere like Cuba or Venezuela or even work with Mexican drug cartels. This proximity, should such an approach work, could allow for attacks on critical targets in the United States. Iran believes the United States is seeking regime change, which will lead the regime to see any fight as a fight for survival.

While military analysts can debate the effectiveness and impact of such a response, the psychological effect achieved is significant. Israelis, for example, live in constant fear of attack from the air. An American attack on Iranian nuclear facilities or other assets would surely elicit an Iranian attack from Iran’s most advanced capabilities.

Iran has a sophisticated network of asymmetric capabilities that extend across the Middle East and Europe. This means any direct confrontation with Tehran could lead to severe and unpredictable consequences for American security. Ensuring Iran does not field a nuclear weapon may be worth the risk of an Iranian response, but it is certainly unknown just how Iran may respond and how effectively the United States and its allies can limit the effect of any response.

Rather than pushing the region toward war, President Donald Trump, who presents himself as a pragmatic negotiator, should consider engaging Iran in constructive dialogue. Despite the difficulties in recent efforts by President Trump to work with the Iranian regime, a return to diplomacy could prevent a devastating conflict that neither side can afford.

Keep in mind, the regime in Tehran feels the United States is attempting to end the regime. The desire for nuclear weapons was spurred by American forces in Iraq, Iran’s western neighbor, and Afghanistan, Iran’s northern neighbor. Ratcheting down tensions will require an American effort to create a sense of security within the Iranian leadership.

While the Shahed-136B is not the only tool in Iran’s toolkit, it is an example of the growing capability fielded by Iran. It is also a strategic consideration for the United States. Iran is unlikely to let any attack go unanswered.

Mohammad Hassan Sangtarash is an independent defense analyst in Tehran.

Shahed-136: Iran’s Long-Range Drone and Its Potential Role in a US Conflict was originally published on Global Security Review.