For the geopolitics of the Middle East and North Africa (MENA), it is a time of great anxiety. With the non-Arab actors engaging in another tense series of regional infighting, coercive diplomacy and modern warfare have halted episodic interventions from the Arab counterparts. The MENA high-fliers have moved from their traditional stances of diplomatic arrangements and prioritized military readiness in the current spiraling crisis. For decades, the dominant challenge for the Arab nations has not been Israel’s aggression nor Iran’s ambitions, but their inability to sustain collective agreement in coalitions. The MENA region has seen countless alliances fracturing over the years, resulting in a region without one superpower. If the Gulf states continue to rely on the United States’ changing focus in the Middle East, it will end up losing more than its economic potency and military confidence. It will lose the ability to arrange the chessboard.

The inability of the Arab world to synchronize with its proximate neighbors has weakened the prospects of creating a counterintelligence structure in regional flare-ups. Is staying mutually vulnerable to modern intelligence operations a mistake worth repeating in traditional alliances?

To mitigate conflict spillovers, the Arab nations have prioritized active defense investments and air denial practices. Systematic defense procurements have streamlined their multi-domain operations to prevent entanglements, but out-spying Iran’s asymmetric warfighting or Israel’s intelligence warfare remains a political test. Israel’s intelligence directives of movement profiling and persistent surveillance of the Supreme Leader highlight the necessity to advance intelligence methodologies. MENA’s defensive architecture requires an additional protective layer over deterrence: counterintelligence. Not synchronizing against a common enemy caused several problems: domestic fracturing, outdated doctrines, historical distrust, and interoperability gaps. Investing rapidly in modern war equipment has erased the Arab world’s warfighting inferiority. Still, the mismatch continues to exist in indigenous productions of air defenses, military intelligence, and technical expertise. Despite inter- and intra-regional strategic connections existing as a starting point, the underlying factors of alliance fragmentation have increased.

Consistent strategic differences are fracturing the prospects of political reconciliation and strategic retrospection. Facing multiple power projectors, shared security architecture has reshaped how the geography collaborates during political flare-ups. MENA’s high-fliers see this geography without one dominant actor. This vacuum has yet to be filled, but complete dominance requires incremental layering, which Egypt, Saudi Arabia, Turkey, the UAE, and Iran seek. The Gulf’s current strategy to combine deterrence with diplomacy has been met with historical, geopolitical tests. From Kuwait (1990) to Bahrain (2011), this geography has had its fair share of regional adventures. The fear of exposing warfighting weaknesses has halted political adventures in MENA. Aside from weak engagements in Yemen and Syria, and confused performances with Israel and Iran, the geopolitical awareness to arrange the Middle East offers a

complex silver lining. The ongoing crisis demands more than a cohesive block from the Gulf. Moving in line with other MENA actors invites multidimensional risks, gambles, and prospects in managing the evolving theater.

Israel’s versatile intelligence alters political entanglements for the Gulf. It introduced a hybrid wave of targeted psychological operations (PSYOPS). The open presence of Israel’s intelligence in the Middle East has resulted in its neighbors’ doctrinal fatigue. This ‘eye in the sky’ layering impacts the susceptibility, vulnerability, and recoverability of MENA’s doctrinal postures. It pushes the Persian Gulf to enhance battlespace in three settings: Iran’s predictive intelligence, the Gulf’s threat assessment, and integrated weapons systems. Still, the absence of collective military intelligence and interoperability is glaring.

To keep a watchful eye on regional aggressors, the Gulf adopted a threefold approach, by formalizing passive defense, security clusters, and proactive diplomacy. With multiple doctrines, MENA struggles to succeed in collectively preserving power, let alone projecting it. Be it Iran or Israel, a common pattern in the Gulf Cooperation Council’s (GCC) strategic behavior was observed. It preferred personalized military innovations and investments, while securing inter-regional strategic alliances. From the Levant to North Africa, the GCC to Iran, and Tukey to the broader Middle East, this reality articulated the disconnected objectives. However, the Gulf’s common direction to domestically upgrade remained constant, and it offers three scenarios for a future strategy.

First, to become innovative by forming a layered intelligence coalition with regional military sectors in different geographical quadrants, making Five Eyes a blueprint to align domains, departments, and systems. Second, to continue investing in personalized, ad-hoc security investments before active defense localization. In the current situation, this strategy provided the Gulf with ample psychological and operational confidence to fuse other arrangements together. Third, use the previous geopolitical arrangements of MENA to innovate. The Middle East Strategic Alliance (MESA) was the rump administration’s idea to bring the Arab states together for a joint cause: unifying against Iran. The Qatar blockade and Egypt’s withdrawal soured the idea MESA became a memory. Therefore, the prospects of coordination by cross-regional powers require a consensus.

Currently the urgency to upgrade counterintelligence structures is neither lacking incentives nor temptations. The urgency to innovate in multiple spheres of traditional power is a matter of strategic inevitability. MENA has found a cogently balanced geostrategy to maneuver in multidirectional geopolitical dimensions. Natural resources, chokepoints, and trade passages give significant bargaining chips to MENA. It has shaped its strategic profile to constructively depend on geostrategic positioning. Using traditional elements of power with natural commonalities and conditionalities offers alliance politics. In a not-so-friendly neighborhood, finding common ground remains an Achilles ‘ heel. Bringing elements of confidence-building from inter-regional coalition lessons is one go-to strategy.

Muhammad Hamza Chaudhary is a student of International Relations at the Department of Political Science, University of the Punjab, Lahore, Pakistan. He has published his work in the Small Wars Journal, Modern Diplomacy, and the Center for Strategic and Contemporary Research (CSCR). The views of the author are his own.

A Counterintelligence Profile: Are High-Fliers Ready? was originally published on Global Security Review.

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 NIDS View Podcast: Regional Security Under Pressure: Japan, Taiwan, and the Future of Deterrence was originally published on Global Security Review.

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.

This issue is not new. In his 1957 book Nuclear Weapons and Foreign Policy, Henry Kissinger made a controversial, yet analytically compelling, argument for the possible utility of tactical nuclear weapons in limited wars. He warned that massive retaliation was neither credible nor effective for deterring limited aggression and that a rigid dichotomy between conventional and strategic nuclear responses risked inviting coercion at the lower rungs of the escalation ladder. For Kissinger, introducing the possibility of limited nuclear use was not a call to war, but a recognition of strategic reality; the ability to escalate with restraint could deter adversaries from escalating first.

Fast forward to the 2030 scenarios modeled in Guardian Tiger I and II, and Kissinger’s insights remain disturbingly relevant. In the exercise, North Korea carried out a low-yield nuclear strike targeting South Korean naval vessels. American decision-makers, faced with the risk of horizontal escalation with China and the lack of consensus among allies, struggled to identify a proportional yet credible response. The idea of a retaliatory tactical nuclear strike was floated, but the simulated American leadership hesitated, reflecting both doctrinal ambiguity and an operational gap in American nuclear capabilities.

The risks of such hesitation are manifold. First, American restraint may be misinterpreted as indecision or weakness, particularly by allies like South Korea and Japan, who are directly exposed to North Korean and Chinese threats. Second, it creates an opening for adversaries to believe they can escalate to the nuclear level without inviting proportional retaliation. Third, it undermines the entire architecture of extended deterrence that underpins regional security.

Critics will rightly point out the perils of normalizing nuclear use. Introducing tactical nuclear weapons into a conflict zone invites moral hazards, increases the risk of miscalculation, and breaks long-standing nuclear taboos. It also challenges existing declaratory policies, such as the 2022 P5 Joint Statement affirming that “a nuclear war cannot be won and must never be fought.”

But these arguments, while valid in principle, must be weighed against the operational reality that a low-yield nuclear strike by an adversary may not be deterred by threats of massive retaliation. As the Atlantic Council report noted, North Korea’s nuclear doctrine increasingly incorporates elements of pre-delegated authority, tactical nuclear use, and efforts toward a more survivable second-strike posture. If the United States signals that it will not respond proportionally to a limited nuclear attack, North Korea may calculate that it can use nuclear weapons to coerce the South or constrain American action without triggering regime-ending consequences.

Moreover, the credibility problem is not confined to North Korea. China, observing Washington’s reluctance to respond in kind, may also be emboldened to engage in horizontal escalation, confident that the United States’s nuclear threshold is politically—and perhaps operationally—immobile. This perception could unravel the strategic coherence of integrated deterrence.

To address these challenges, US Forces Korea (USFK) and Indo-Pacific Command should adopt a more robust approach across multiple dimensions. First, the United States should consider forward-deploying platforms capable of delivering low-yield nuclear weapons. This could include the reintroduction of dual-capable aircraft or sea-based assets positioned in or near the Korean Peninsula. Such deployments must be both survivable and possess the ability to clearly signal an adversary of will, while being fully integrated into bilateral operational planning with the Republic of Korea (ROK).

Second, escalation options must be clarified through updates to American declaratory policy. This does not mean issuing public ultimatums or fixed thresholds but rather ensuring that adversaries understand the United States is willing to conduct proportional nuclear responses if deterrence fails. Strategic ambiguity must not become strategic paralysis.

Third, while the US and South Korea launched the Nuclear Consultative Group (NCG) in 2023 to enhance extended deterrence coordination, further institutionalization is needed. A structure modeled more closely on the North Atlantic Treaty Organization’s (NATO) Nuclear Planning Group would help deepen transparency, signal unity of purpose, and reduce the risk of fragmented responses during crises.

Fourth, both US and ROK forces must be equipped and trained to operate in the aftermath of a limited nuclear strike. This includes rehearsals and exercises focused on base survivability, radiological detection and decontamination, logistics continuity, and the resilience of command-and-control (C2) systems.

Fifth, strategic communication must be strengthened. Clear and consistent messaging to both adversaries and allies is critical. Deterrence depends not only on military capabilities, but also on the perceived credibility of those capabilities and the intentions behind them.

Ultimately, the goal of these measures is not to normalize the use of nuclear weapons, but to reinforce the threshold against their use by making deterrence more credible and responsive.

If that threshold is ever crossed and the United States fails to respond proportionately, the credibility of its extended deterrence architecture could unravel. The Guardian Tiger exercises highlight this grim possibility and should serve as a clarion call to action for policy and defense leaders alike.

As Kissinger warned in 1957, the danger of total war arises not so much from a deliberate decision to embark on it as from a series of actions which, though rational in themselves, cumulatively lead to disaster. The United States must ensure that its rational desire to avoid nuclear escalation does not lead to an irrational loss of deterrence. Tactical nuclear flexibility, responsibly exercised and credibly signaled, may be the painful but necessary insurance policy to uphold peace in East Asia.

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.

The Case for US Low-Yield Nuclear Options in Korea was originally published on Global Security Review.

As adversaries like China, Iran, North Korea, and Russia expand their arsenals and refine their strategies, the United States faces a stark choice: adapt and strengthen its nuclear posture or risk falling behind in an era of escalating threats. The time for hesitation has passed—reinforcing dominance, closing critical gaps, and securing global stability demands immediate action.

Russia presents the most immediate and multifaceted nuclear threat. Possessing the world’s largest inventory of non-strategic nuclear weapons (NSNW)—an estimated 2,000 warheads. Russia integrated nuclear threats and hypersonic capabilities into conventional military operations, as demonstrated in Ukraine.

With nearly 95 percent of its nuclear triad modernized, Moscow wields a highly flexible and sophisticated arsenal of intercontinental ballistic missiles (ICBM), submarine-launched ballistic missiles (SLBM), strategic bombers, and regional nuclear forces. Its low threshold for nuclear use directly challenges American deterrence credibility, demanding a more dominant regional and global response.

China’s rapid nuclear expansion further upends strategic calculations. By 2025, Beijing’s warhead stockpile surpassed 600 and may well be much larger, with projections suggesting it could double by 2030. Chinese development of road-mobile missiles, ballistic missile submarines, and hypersonic glide vehicles signals an ambition to assert military dominance in the Indo-Pacific. Analysts now warn of an emerging “two-peer” nuclear world, where American US superiority cannot be assumed and extended deterrence in Asia becomes increasingly strained.

North Korea’s evolving nuclear capabilities continue to shape regional security dynamics. With an arsenal exceeding 50 nuclear weapons and advancements in missile survivability, Pyongyang’s strategic posture is increasingly resilient. While its impact remains largely regional, North Korea’s growing ties with Russia, including possible technology transfers and military cooperation, contribute to broader instability in the Indo-Pacific.

Given the United States’ close alliances with Japan, South Korea, and other regional partners, ensuring effective deterrence is crucial. The unpredictability of North Korean decision-making reinforces the need for American capabilities that not only deter conflict but effectively manage escalation dynamics to safeguard stability in the region.

Meanwhile, Iran edges closer to nuclear threshold status, posing a growing challenge to American interests and regional stability. Its advanced enrichment program, expanding missile forces, and deepening military partnerships with Russia alarm both Middle Eastern powers and the broader international community.

Beyond the nuclear threat, Iran’s influence extends across the region, fueling instability through its support for proxy forces in Iraq, Lebanon, Syria, and Yemen. Its control over key maritime chokepoints, including potential disruptions to shipping lanes near the Suez Canal and the Strait of Hormuz, threatens global trade and directly impacts allies that are reliant on energy exports and supply routes. President Trump’s successful bombing of the Houthis has apparently ended that threat to shipping, but the Houthis were but one Iranian proxy.

Heightened tensions with Israel and Sunni Arab nations increases the risk of escalation, raising fears of a nuclear breakout that could spark an arms race across the Middle East. Securing dominance in this theater requires more than rhetoric; it demands credible, layered deterrence, reinforced regional security architectures, and responsive military capabilities.

Despite these growing threats, the current US nuclear posture remains heavily focused on modernizing the strategic triad of ICBMs, SLBMs, and bombers. While essential, this modernization effort falls short of meeting the complex demands of regional deterrence. Delays, budget overruns, and the absence of credible theater-range nuclear options—such as the nuclear sea-launched cruise missile (SLCM-N)—erode deterrence credibility and open dangerous gaps adversaries can exploit.

Reasserting strategic dominance requires closing these vulnerabilities with urgency. The United States must accelerate the development and deployment of theater-range nuclear systems, including the SLCM-N and advanced hypersonic platforms. Modernizing the non-strategic nuclear arsenal will enable the US to counter China and Russia’s flexible regional nuclear strategies with equivalent or superior options.

Hardware alone will not deliver dominance. Integrated operations across nuclear and advanced conventional forces must be enhanced to manage escalation more effectively. Upgrading nuclear command, control, and communication (NC3) systems is critical to ensuring rapid, reliable decision-making and demonstrating resilient deterrent capabilities to adversaries.

Strengthening alliances must be an equally central pillar. Reinforcing extended-deterrence commitments through deeper consultations, expanded joint planning, and forward deployment of theater-range assets can provide vital reassurance to NATO and Indo-Pacific allies. A dominant US nuclear posture must visibly support allied security, preempting adversary coercion and preventing pressures on proliferation among partners.

Diplomatic initiatives must also evolve. Arms control dialogues with China and Russia are necessary, but they must be pursued from a position of strength—not accommodation. Risk-reduction measures, nonproliferation efforts, and regional security dialogues aimed at curbing North Korean and Iranian ambitions remain essential to managing global escalation risks.

Throughout history, the United States repeatedly adapted, asserted leadership, and reshaped global security in response to transformative threats. Today, as geopolitical tensions escalate and adversaries enhance their nuclear capabilities, passive deterrence is no longer enough. America must reaffirm its strategic dominance.

In this new era of competition, strengthening the American nuclear posture is not optional; it is imperative. The nation’s credibility, alliance cohesion, and global influence rest on a posture that deters aggression, assures allies, and prevails in any escalation scenario. As adversaries refine their arsenals, the margin for error diminishes, and hesitation invites instability.

To safeguard peace, security, and American leadership for generations to come, the United States must transition from deterrence to dominance. The time is now to close critical gaps, advance capabilities, and ensure its nuclear forces remain unrivaled in effectiveness and readiness. The future of global stability hinges on this decisive action.

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.

From Deterrence to Dominance: Strengthening US Nuclear Posture in a Shifting World was originally published on Global Security Review.

Current responses, ranging from US, UK, and Israeli airstrikes to maritime task forces, aim to degrade the Houthis’ operational capabilities. Except for recent American bombing efforts, they have fallen short of effectively neutralizing the group’s capacity to pose a critical threat to maritime trade in the Red Sea as well as the wider threat of destabilizing the region.

What it would truly take to dismantle the Houthi threat, in a sustainable and strategic manner, requires a multi-dimensional, coalition-led effort that combines kinetic force, strategic isolation, regional realignment, and political recalibration. Many of these key strategic components are still missing in the current response to the Houthis’ actions.

The Houthi Threat: Tactical Capabilities, Strategic Leverage

Beginning in 2023, the Houthis began escalating their attacks against civilian and military vessels in the Red Sea, the Bab el-Mandeb Strait, and even the Gulf of Aden—utilizing Iranian-supplied drones, cruise missiles, and unmanned suicide boats. These attacks achieved several objectives for the group and its backers in Tehran. First, the attacks successfully disrupted global shipping, raising insurance rates and negatively impacting Egypt’s Suez Canal, which saw a decrease of almost 60 percent of its annual revenue from $10.3 billion in 2023 to $4 billion in 2024. Second, the Houthis’ attacks provided a clear projection of Iranian deterrence without a confrontation with the US. Third, the attacks repositioned the Houthis as a pan-regional “resistance” actor, not merely a Yemeni faction.

Despite Israel’s effective strike on Yemen’s sea port of Hudaydah followed by another set of strikes a day later, including ones on the main airport in Sanaa, which probably prompted the Houthis to inform the US that they “don’t want to fight anymore,” the Houthi leadership still exists and their armed capabilities are far from degraded.

If anything is beneficial out of such ceasefire, it is only for the Houthis as it would ultimately allow them to reorganize their resistance and offensive capabilities. Furthermore, the Houthis’ obvious ballistic missile and drone capabilities pose a threat to Israel more than ever before.

The Inadequacy of Current Approaches

Western-led responses include airstrikes on Houthi launch sites, naval deployments like Operation Prosperity Guardian, and diplomatic pressure via the UN Security Council. Yet, these actions failed to produce long-term deterrence for four main reasons.

First, Arab states, especially Saudi Arabia, the United Arab Emirates (UAE), and Egypt, lack strategic unity regarding Yemen. Conflicting Arab views on how to engage the Houthi threat, along with differing opinions on the alignment of the US military response to the Houthis, are significantly limiting the effectiveness of the US efforts to degrade Houthi capabilities.

Second, Houthi adaptability and decentralized operations make targeting difficult. Houthi leadership, in several interviews, praised their unique structure and claimed it is different from that of Hamas and Hezbollah in terms of not relying on any communication technologies within the group and yet having a decentralized distribution in the mountains in Yemen.

Third, Iranian support continues uninterrupted through land and maritime smuggling. Reports from 2024 revealed that UN mechanisms failed to inspect most ships heading to Houthi-controlled ports.

Fourth, the proximity of civilian infrastructure to military targets limits the rules of engagement for Western forces. Furthermore, there is no insufficient political strategy to undercut Houthi legitimacy among Yemenis, and still, many of the Yemeni population appeal to the Houthi group. Based on the above, an effective strategy for neutralizing the Houthis’ capabilities requires escalation dominance across the military, economic, information, and political domains.

A Multi-Domain Campaign to Neutralize the Houthis

A shift to precision airstrikes by the United States was necessary, but more is needed. This includes high-value targeting of command-and-control (C2) nodes, drone operation sites, missile production sites, and technical assembly sites. Covert special operations strikes by Arab and American forces, to sabotage radar arrays, smuggling depots, and launchpads in areas like Al-Hudaydah and Sa’ada, is also needed.

Furthermore, border security cooperation from Oman is crucial in addition to placing an effective security cooperation framework with Eastern African states, where much of the Iranian weapons smuggling is taking place. Enforcement of naval dominance will occur through the establishment of exclusion zones in the Red Sea, supported by AEGIS destroyers and Gulf-based airpower.

Although the US Navy is taking the lead role in such functions, establishing a regional US-Arab naval cooperation is a key factor in eliminating the threats posed by the Houthis as well as further preventing the smuggling of weapons, missile components, and unmanned aerial vehicle (UAV) components to the Houthis via the sea. Cyber disruptions targeting the Houthis’ satellite navigation, drone-control networks, and internal communications is needed. This function is far more complex than it may appear, given that reports indicate that Russia supports the Houthis with targeting data.

Furthermore, it is also reported that the Houthi leadership coordinates directly with Chinese officials regarding safe passage for Chinese vessels. In addition to US sanctions against Chinese satellite and shipping firms, providing evidence that China’s technological support strengthens Houthi capabilities is needed.

Accordingly, effective US-Arab intelligence cooperation should be further enhanced to isolate Houthi access to foreign powers. This military approach must be continuous, not episodic, and paired with intelligence fusion centers involving the US, UAE, Saudi Arabia, and Egyptians.

Strategic Isolation of the Houthis from Iran

Without eliminating the Houthi connection to Tehran, no solution can succeed. This requires the interdiction of Islamic Revolutionary Guard Corps maritime routes, especially between the Bandar Abbas–Socotra–Horn of Africa corridor. Hence, the situation ultimately requires enhanced maritime domain awareness, including the use of satellites to ensure effective monitoring of vessels coming to Yemen, not to mention the essential need for regional security cooperation among all the nations surrounding these locations.

The financial isolation of the Houthis and associated members by pressuring banking entities and crypto exchanges that facilitate Iranian transfers to Houthis requires improvement. Continuously drying up the cash sources provided to the Houthis is a key factor in dismantling their operational capabilities. Additionally, increasing regional pressure on Oman to improve its border monitoring and security efforts is crucial for reducing overland routes used for arms and cash smuggling.

Overall, Iran’s support for the Houthis is part of its “ring of fire” doctrine. To dismantle this arc, the Houthis must be made a liability, not an asset, for Tehran.

Recalibrating the Regional Arab Response

Arab unity is a missing ingredient in the fight against the Houthis. A new Red Sea Defense Compact is required, comprising a joint command structure involving the US, UAE, Saudi Arabia, Egypt, Jordan, Bahrain, and, ultimately, Oman. Having a regional naval and airbase integration with a primary role for Egypt and Saudi Arabia would provide a forward-operating presence across the Red Sea. Given that Houthi disruption of Red Sea commerce and maritime passage directly threatens Egypt’s economic security, strategic re-engagement is particularly important. Such an arrangement would also create a strategic opportunity for a further deepening of US-Egypt defense cooperation and alignment of mutual regional interests.

The need for a Saudi-UAE reconciliation over Yemen’s future is essential, possibly via American mediation. Otherwise, even after neutralizing the Houthi threat, the region risks a politically unstable Yemen. If Arab states continue to act independently, they risk being played against each other, benefiting Iran and prolonging the conflict.

Dr. Mohamed ELDoh is a business development and consulting professional in the defense and security sector.

What It Takes to Neutralize the Houthi Threat was originally published on Global Security Review.

The latest round of sanctions showed the Biden administration’s disregard for Pakistan’s long history of cooperation with Washington. Islamabad always sought to engage diplomatically with the White House in a constructive manner—aspiring to nurture its relationship with the United States. However, the sanctions imposed on Pakistan’s missile program by the US, grounded in doubts and assumptions, do not bode well for the overall stability of the relationship.

When Pakistan became an ally of the United States in the 1950s and supported American strategy in the region, especially during the Cold War and the War on Terror, Pakistan took significant risk both domestically and with often unfriendly neighbors. Pakistan valued the relationship and made significant strides in fostering a partnership. However, it still struggles to preserve peace and stability in the region after a hasty American withdrawal from Afghanistan.

The recent spate of American allegations against Pakistan not only increase mistrust between the two states but also undermine the credibility of the nuclear non-proliferation regime. Current sanctions tend to create an imbalance in the strategic calculus of South Asia, shifting the balance of power towards Pakistan’s adversary, India. New Delhi’s military and nuclear modernization is already destabilizing South Asia.

            Washington’s favoring of New Delhi furthers the augment that there is an increasing gap between India and Pakistan, which could reignite an arms race. Historically, the US played a constructive third-party role in easing tensions between Pakistan and India. However, growing mistrust between Pakistan and the US could limit its leverage to act as neutral mediator in any future crisis. Such a trust deficit between the US and Pakistan could undermine regional stability in South Asia.

With New Delhi’s evolving missile capabilities, Pakistan considers its strategic capabilities crucial for deterrence. This ensures that the country does not face an existential threat from across its border. Islamabad maintains that its missile and nuclear program are intended to counterbalance India’s growing conventional and nuclear superiority.

According to the former US Principal Deputy National Security Advisor, Jon Finer, Pakistan has pursued “increasingly sophisticated missile technology, from long-range ballistic missile systems that would enable the testing of significantly larger rocket motors.” If that continues, Finer said, “Pakistan will have the capability to strike targets well beyond South Asia, including in the United States.” He further said that the advancement in Pakistan’s ballistic missile systems could pose a direct threat to global security, enabling Pakistan to target countries far beyond its immediate neighborhood.

In response Pakistan’s Foreign Office (MOFA) commented on Finer’s statement and said that the perception of an alleged threat was “unfortunate.” These sanctions which are imposed under Executive Order 13382, are based on mere doubts and suspicions devoid of any substantial evidence. In its statement, the MOFA said that “Pakistan has also made it abundantly clear that our strategic program and allied capabilities are solely meant to deter and thwart a clear and visible existential threat from our neighborhood and should not be perceived as a threat to any other country.” With such clarity in Pakistan’s strategic approach, the American sanctions on Pakistan’s ballistic missile program are nothing more than misplaced concerns.

The US is turning a blind eye towards Indian nuclear expansion and is strengthening its strategic partnership so that it can serve as a counterweight to China. Because of this strategic cooperation, the US aids India with the transfer of high-end defense technologies. Agreements such as the Basic Exchange and Cooperation Agreement (BECA) and the Communications Capability and Security Agreement (COMCASA) are critical to Indian development. Under the framework of the Defense Technology and Trade Initiative (DTTI) and the Initiative on Critical and Emerging Technologies (CET), India also benefits.

In 2008, the United States pampered India with a waiver from the Nuclear Suppliers Group (NSG) restrictions, exempting it from obligations that apply to nuclear export controls for states outside the scope of the Non-proliferation Treaty (NPT).This mutual defense cooperation between the US and India augments Indian military capabilities, accentuating military asymmetries in South Asia.

While maintaining silence on India’s intercontinental ballistic missile program, with a manifest range of above 5,000 kilometers, American officials raised misleading concerns regarding Pakistan’s capabilities. In reality, the longest-range ballistic missile of Pakistan, the Shaheen III, demonstrated a range of 2,750 kilometers, explicitly designed to deter only India. The country’s ballistic missile program has no intention of endangering the sovereignty of any other state, including allies of its long-standing partner, the United States.

To overcome this trust deficit, Pakistan and the US must take the initiative and forge a comprehensive security dialogue that aligns their strategic interests. This security dialogue would provide an avenue to discuss common security objectives, including regional stability, counterterrorism efforts, and transnational threats. Furthermore, mutual collaboration in intelligence-sharing will augment the effectiveness of both nations’ security apparatus. Constructive communication between Pakistan and the US is crucial to building a more stable and cooperative future, which would not only strengthen their bilateral ties but also contribute to peace and security in South Asia and beyond.

While the Biden administration expressed concerns about Pakistan’s missile capabilities, Islamabad maintained, then and now, that these measures are purely defensive in nature. They are designed to safeguard national security amidst evolving regional tensions. It would be fruitful for both nations for President Donald Trump to correct the mistake of the Biden administration, acknowledging Pakistan’s legitimate security concerns and engaging with a willing ally. Collaboration rather than coercion is necessary for Pakistan and the US to address shared challenges.

Nawal Nawaz is a research assistant at the Center for International Strategic Studies (CISS), Islamabad. The views expressed in this article are the author’s own.

American Sanctions and Pakistan’s Strategic Realities was originally published on Global Security Review.

Science and education are part of strategic ties in recent years. The “Program of educational cooperation between the Government of the Republic of Azerbaijan and the Government of the State of Israel for the years 2023-2026” forms the basis for developing this vital field in mutual cooperation. As Azerbaijan strives to reform its education system in order to make schools future-ready and sci-tech focused, it benefits greatly from the exchange of teachers and education experts to train and learn from the Israeli experience.

Cooperation on climate change, high tech agriculture, green energy, and water are also part of the educational and scientific ties. Israel’s high-tech economy and agriculture and its experience in green energy and water desalination provide Azerbaijan a unique opportunity to diversify and develop the non-oil sector of its economy.

Cybersecurity is also part of the educational ties between the countries with staff at the Technion, a public research university based in Haifa, contributing to the training of Azerbaijani students on a cybersecurity program.

Food security with a focus on grain is another new angle in Azerbaijan-Israel ties. Israel’s food security, and specifically its requirement for grain, will be met by Azerbaijan and Uzbekistan, following the disruption to supplies as a result of the Russia-Ukraine war. This will be a huge boost to both Israel’s and Azerbaijan’s food security, as Azerbaijan will receive advanced technology from Israel as part of the deal.

The high level of religious tolerance and historical lack of anti-Semitism in Azerbaijan form a strong basis for people-to-people relations between Azerbaijan and Israel. The village of Qırmızı Qəsəbə (Red Village) in the Quba region of Azerbaijan, home to an old community of Mountain Jews, is believed to be the world’s only all-Jewish village outside Israel and the United States. The opening of the Mountain Jews Museum in the village is also a testament to the positive role of Azerbaijan in Jewish-Muslim coexistence and the promotion of harmony and tolerance. Azerbaijani Jews form a strong bond between the people of the two countries and their significant presence in Israel also promotes bilateral ties.

An important development in the energy sector, a key part of the strategic partnership between Azerbaijan and Israel, took place in October 2023, when Azerbaijan’s state oil company SOCAR was granted a gas exploration license alongside British Petroleum and Israel’s NewMed to explore an area north of Israel’s Leviathan gas field in the Mediterranean. This is a significant boost to SOCAR, increasing its role in the world energy market and introducing a new aspect to Azerbaijan-Israel energy cooperation. Around 40 percent of Israel’s oil imports come from Azerbaijan.

Diversification of supply and non-reliance on Arab oil has been a key component of Israeli energy security over the years. Azerbaijani oil pumped to Turkey’s Mediterranean port of Ceyhan and transported onwards to world markets forms a major source of revenue for the Azerbaijani budget and, as such, has been crucial in the modernisation of the country’s infrastructure, armed forces, and the large-scale reconstruction in Azerbaijan’s liberated lands.

Azerbaijan’s energy policy forms the backbone of the country’s independent foreign policy. The Baku-Tbilisi-Ceyhan pipeline bypasses both Russia and Iran and has proved a key asset following Russia’s invasion of Ukraine, when Kazakh oil shipments, for example, most of which pass through Russia, have been disrupted.

Since the Hamas terrorist attacks against Israel on October 7, 2023, and the subsequent war in Gaza, Iran has singled out the Baku-Tbilisi-Ceyhan oil pipeline as well as Azerbaijan, putting them under pressure to cut off the key crude oil supply to Israel and thereby to damage the basis for Azerbaijan’s independent foreign policy.     Iran launched media propaganda against Azerbaijan. Leftist so-called nongovernmental organizations, financed by Western-donor political figures such as Greta Thunberg and Qatar-financed outlets such as the Middle East Eye, also criticized Azerbaijan.

The attacks reveal the range of political sides that are keen to damage and destroy the Baku-Tbilisi-Ceyhan oil pipeline and Azerbaijan’s independent foreign policy. Attacks against SOCAR’s HQ in Istanbul, organized by pro-Hamas Islamists and leftists, with the tacit approval of circles within the Turkish government, were also part of the campaign.

Azerbaijan-Israel strategic cooperation, particularly in the energy sector, stood firm in the face of attacks from various circles, geopolitical turbulence, and pressure. The incoming Trump administration should value Baku’s role in the energy security of Israel, the European Union, and Turkey, which are key US allies.

Azerbaijan and Israel developed the defense component of their strategic partnership over the years. Israel is one of the main sources of Azerbaijan’s defense imports and modernization of the armed forces. Azerbaijan made skilful use of Israeli defence products in liberating its lands; most notably, Israeli’s Barak 8 anti-ballistic missile defense system intercepted an Iskander missile fired from Armenia over the capital Baku.

Israel, too, stood firm in the face of pressure during the war in 2020 and did not allow third parties to influence their defense cooperation with Baku. The defense cooperation also came under extensive media attack by pro-Armenia and pro-Iran elements who consider the Azerbaijani-Israeli defense partnership a threat to their interests. Iran feared Azerbaijan’s growing role since Baku’s victory in the Karabakh war and the high-level conduct of its armed forces.

A strong Azerbaijan on its northern border is a nightmare for Iran. Tehran invested heavily for decades to keep Azerbaijan weak, but this failed badly with the restoration of Azerbaijan’s territorial integrity and sovereignty. Azerbaijan-Israel defense cooperation is vital for regional security and the containment of rogue actors such as Iran, which pose an existential security threat to both countries.

With the fall of Bashar al-Assad’s regime in Syria, Israel and Turkey appear to have inflicted a strategic defeat on Iran. Considering the strained nature of Turkish-Israel relations, due to Turkey’s President Recep Tayyip Erdoğan backing Palestinian extremist groups, it is in the interests of both Israel and Turkey not to collide in Syria and to manage the risks.

In this regard, Azerbaijan can play a key role in coordinating and reconciling both Israeli and Turkish interests to avoid confrontation in Syria. Azerbaijani President Ilham Aliyev’s foreign policy aide Hikmet Hajiyev visited Israel in December, where he had meetings with high-level Israeli officials including Foreign Minister Gideon Sa’ar and President Isaac Herzog. The trip was a positive development in reducing confrontational elements in Turkish-Israeli ties and keeping backchannel communications open.

It is in Azerbaijan’s interests to reconcile or at least reduce the negative atmosphere between its two key strategic partners Israel and Turkey, with Azerbaijan playing a significant role in the recent normalization process between the two countries. Baku also proposed setting up a trilateral regional format for strategic cooperation between Azerbaijan, Israel, and Turkey before the Hamas terrorist attack derailed the fragile Israeli-Turkish ties with Erdoğan siding with Hamas.

Overall, it is worth noting that both Azerbaijan and Israel benefit strategically from their partnership in various fields. The contribution of their relationship to the security environment of the South Caucasus and the Middle East is important as it also opens new opportunities.

The role of Azerbaijan in easing the tension in Turkish-Israel ties becomes more significant with the fall of the Assad regime in Syria. Azerbaijan and Israel have both stood firm during geopolitical crises, protecting their strategic ties and blocking third-party attempts to influence them, thereby proving that their partnership is reliable and mutually beneficial.

Rufat Ahmadzada is a graduate of City University London. His research area covers the South Caucasus and Iran. The views expressed in this article are the author’s own.

Azerbaijan-Israel Strategic Relationship Proves Its Importance was originally published on Global Security Review.

For Arab states, the current situation in the Middle East, US, and regional Arab partners presents an opportunity to work on realigning strategic interests and unify stances on critical files, including but not limited to the conflict in Gaza and Lebanon, the rising tensions in Syria, Iran’s regional agenda, the war in Sudan, and the increasing instability in Africa. This is all made worse by Russia’s growing influence across the continent, including but not limited to Libya and West Africa.

There are three main pathways Middle Eastern governments should pursue in navigating the complex dynamics of Trump’s second term. These approaches can further enhance US-Arab cooperation.

First, they should strengthen regional security cooperation with the US. The Trump administration adopted a more “hands-off” approach during his first term, encouraging regional players to take greater responsibility for security issues. While this may seem advantageous, as it motivates America’s regional Arab partners to fortify their security frameworks, bolster the development of their defense capabilities, forge regional alliances, and cultivate rapid-response capabilities to manage intricate and intensifying threats, the region has never experienced such a high concentration of security risks and geopolitical tensions.

Accordingly, Trump’s return to the White House could significantly alter American engagement in Middle Eastern conflicts on a diplomatic as well as a military front. While Arab and American defense and security cooperation, particularly with Gulf Cooperation Council (GCC) nations, steadily improved over the past several decades, escalating regional tensions necessitate closer security cooperation.

Furthermore, Arab states face multifaceted threats from non-state actors and cross-border insurgencies. The Houthis in Yemen, for instance, continue to pose a serious risk through their use of drones, missiles, and other asymmetric tactics. Given the Trump administration’s prior backing of Saudi operations against the Iranian-backed Houthis, Arab states should use this time to rally support for a collective defense strategy.

This should involve the creation of a coalition to monitor Houthi activities in Yemen and across the Gulf, establish missile defense systems, and coordinate intelligence-sharing to counter both Houthi and Iranian influence in the region, which is likely to increase if not countered proactively. Regardless of the geopolitical context of the Houthis’ missile attacks on Israel, the firing capabilities they possess presents an existing threat to regional Arab states, especially those states perceived by Iran as American allies.

The situation with the Houthis in Yemen is even more complex than it seems. While it seems that Iran is the main influencer over the Houthis’ actions, concerns are growing over the possible support the Houthis are receiving from Russia. There is also a belief that Iran is facilitating negotiations with Russia to supply advanced missiles to the Houthis. If confirmed, this strategy already proved successful for Russia in West Africa. There, Russia succeeded in supplanting the West’s influence in the region. It appears that Russia is likely pursuing a similar strategy through the Houthis to expand its influence in the region surrounding the Red Sea.

The Red Sea remains strategically vital, not only for Arab states along its coast but for global energy markets and trade. With American forces taking the lead in trying to mitigate the Houthi threat to international maritime security, Egypt, Saudi Arabia, and the United Arab Emirates (UAE) will need to take a leading role in jointly securing these waters. Undoubtedly, the Red Sea requires enhanced security coordination. A joint Arab-Western naval task force could assist in patrolling shipping routes, countering smuggling and piracy, and monitoring hostile activities from Yemen. Establishing a formalized security alliance with a mandate to promptly respond to Red Sea threats would also empower Arab states to protect this vital trade route from disruptions caused by the escalating regional tensions.

Second, the Arab states should establish clear strategies for key regional conflicts. Trump already demonstrated a strong pro-Israel stance and a preference for rapid conflict resolution in areas like Syria and Yemen. Middle Eastern states should prepare for a Trump-led push toward “finishing” ongoing conflicts quickly. By articulating clear positions on key conflicts, Arab states can ensure their voices are considered in any accelerated diplomatic initiatives or negotiations aimed at de-escalating the rising tensions in the Middle East.

Iran’s influence in the Middle East remains a unifying concern for most of the Arab states, especially those in the Gulf. Trump previously adopted a “maximum pressure” policy against Iran, along with stricter sanctions and renewed efforts to isolate Tehran diplomatically. To capitalize on this stance, Arab states might consider forming a Gulf-led coalition that directly addresses Iran’s regional activities, particularly in Iraq, Lebanon, and Syria.

Iran is also trying to influence the conflict in Sudan and other parts of Africa via different means, including the supply of drones. Enhanced joint counterterrorism programs, intelligence sharing, and military exercises with Arab, African, and Western states would ultimately improve their collective capacity to deter Iran’s influence and destabilizing operations.

Iran’s nuclear program remains a daunting issue. Iran continues to progress its nuclear capability and may one day decide to break out of current restraints.

The Israeli-Palestinian conflict, especially the Gaza situation, remains a flashpoint with the potential to escalate regional instability given the growing humanitarian crisis in Gaza. Trump is likely to adopt a pro-Israel stance, perhaps further supporting Israel’s objectives in Gaza and across the West Bank, which could lead to intensified confrontations.

Arab states, especially those participating in the Abraham Accords, are likely to strike a delicate balance. Arab states will mostly maintain new alliances with Israel to counter Iran and its proxies in the Middle East while simultaneously supporting Palestinian civilian and humanitarian rights. Establishing diplomatic channels and regional communication frameworks dedicated to de-escalating potential violence in Gaza and supporting humanitarian efforts could prevent larger-scale disruptions.

Third, engage proactively with the US on trade and economic reforms. Trump’s “America First” policy often includes economic demands, which could translate into renewed expectations for favorable trade agreements or investments. Arab states should be ready to highlight their contributions to American economic interests, particularly in energy, infrastructure, and tech investments, including artificial intelligence and the acquisition of advanced defense and security platforms. By advancing reforms that make their markets more attractive to American investors, Arab nations can enhance their economic relationship with the US and position themselves as valuable trade partners, thus securing a foothold in Trump’s strategic calculus.

However, Trump’s likely shift to a more confrontational stance toward China could offer both challenges and opportunities. Middle Eastern states, particularly those heavily involved in China’s Belt and Road Initiative and oil exports, should prepare for potential pressures from Washington to limit Chinese economic influence. To balance these dynamics, Arab states could focus on diversifying alliances beyond the US-China dichotomy, enhancing relations with countries in Asia, Africa, and Europe.

That said, the ambitious India-Middle East-Europe corridor (IMEC) project announced during the 2023 G20 summit still holds great potential for regional integration and trade. Furthermore, the project which mainly involved India, Israel, Jordan, the Kingdom of Saudi Arabia (KSA), and the UAE has the full support of the US. In this respect, despite the challenges facing IMEC, it still presents an opportunity for all the involved nations to strategically engage with Trump on an economic front.

Understanding the internal divides within the US will be crucial for Arab states as they navigate the Trump administration. Trump’s “America First” base and his support among conservative Americans may reshape US foreign policy in ways that do not align with traditional Arab interests. By strengthening ties not only with Trump but also with Congress, local leaders, and both major US political parties, Arab states can foster a more balanced approach and create broader support for their long-term interests within American policy circles.

Trump’s return to the White House brings new opportunities and challenges for Arab states, particularly during a period of reshaping the region’s geopolitical power. By proactively engaging with the US, strengthening alliances, and enhancing their regional security frameworks, Arab nations can adapt to the changing American foreign policy landscape. In doing so, they will be better positioned to secure their interests and foster regional stability amid Trump’s renewed presidency.

Now That Trump Is Back, What Should Arab States Do? 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.

Total NATO military expenditures for 2024 are estimated at $1.474.4 trillion. As Russia grows increasingly assertive, many on both sides of the Atlantic are wondering how NATO member-states will step up and contribute to the continent’s defense.

To withstand a Russian attack, NATO must plan for between 35 and 50 extra brigades of 3,000–7,000 troops each—adding 105,000–350,000 soldiers. Germany must contribute 3–5 extra brigades or 20,000–30,000 combat troops.

Protection from air attacks is a major German and Eastern European vulnerability. Former German Defense Minister and current President of the European Commission Ursula van der Leyen recently emphasized the need for Germany, under its new defense plans, to quadruple its air defenses. That includes Patriot missile batteries and shorter-range systems to protect bases, ports, and railway transportation systems.

Should Russia attack NATO, hundreds of thousands of troops, together with tanks, equipment, and ammunitions, will have to make their way to the eastern front through Germany. Preparations for war with Russia indicate that Poland, the Baltics, and other Eastern NATO allies are primary targets, but so is Germany. During the Cold War, Germany had 36 Patriot missile air defense units. The count is down to nine—after donating three to Ukraine. Berlin just ordered four Patriot missile units at a cost of 1.35 billion euros.

The United States spends about 3.5 percent of its gross domestic product (GDP) on defense, but the Congressional Budget Office projects that will fall to 2.5 percent by 2034. NATO member-states recently issued a joint communique that said, “We reaffirm that, in many cases, expenditure beyond 2 percent of GDP will be needed in order to remedy existing shortfalls and meet the requirements across all domains arising from a more contested security order.”

The Baltic states are adamant about the need for increased defense spending. Tuuli Duneton, Estonia’s Undersecretary for Defense Policy, praised the 23 NATO member-states who now meet the 2 percent spending target. She suggested raising the spending goal to 2.5 to 3 percent.

Pointing to NATO’s “capability gaps,” Lithuanian Defense Minister Laurynas Kasčiūna stated, “We’ll start to talk at least about 2.5 percent as a floor,” pointing to NATO’s “capability gaps.” He added, “When we analyze what the countries need to develop soon, for a decade maybe, it’s not even 2.5 percent. It’s not even 3 percent. It should be more if you want more air defense systems, if you want more long-range strike capabilities.”

NATO plans focus on logistics, troop movement, and cyber defenses in preparation for conflict with Russia. After NATO’s plans for the biggest defense upgrade in three decades were agreed upon last year, now is the moment of truth: the minimum defense requirements to meet these plans were sent to national governments, highlighting significant shortfalls in air defenses, long-range missiles, troop numbers, ammunition, logistics, and secure digital communications.

Fixing these shortfalls requires billions of euros in investment. By autumn 2025, NATO aims to set binding targets for members to ensure Europe’s defense. Achieving these targets may be difficult due to budgetary constraints and differing views on NATO’s stance towards Russia.

NATO’s effort to navigate a moment of clear and present danger is made more difficult by the Herculean task of rearming. Deep industrial reconstitution and technological evolution are both needed and taking place across all value chains in all defense tech investments, including space, cyber, drones, and the role of artificial intelligence on the battlefield. Despite its current state of political uncertainty, change-adverse politicians and populations must be convinced of the need for refocusing on defense.

Europe must face a Kulturkampf in which Europeans overcome the three decades of cognitive denial about war in Europe. The biggest obstacle to the above efforts is likely to come from populations that are accustomed to generous welfare programs at the expense of defense preparations. Europe cannot tax its way out of its current problem. European taxes are already the highest in the world.

Compelling communication strategies are essential to justify the increased defense budgets. Officials need to emphasize the pan-European necessity for national and regional security. The twin brother of blood and treasure returned from a long hiatus. Making the argument to citizens becomes an even tougher sell if conscription across Europe is required to mobilize hundreds of thousands of troops to fight.

Asking ordinary citizens in Western or Southern Europe whether they are willing to die for Ukraine or Lithuania or even Poland will likely draw a negative response. Not all European populations seem willing, able, and ready to fight as nation-states united under the concept of pan-European patriotic defense. Those now leading the effort de guerre are found among Poles, Balts, and, in no small part, the newly energized Nordic countries.

In short, if Europe wishes to survive, it must adapt, deter, and defend itself now. Waiting will only add more blood and treasure to the bill that must be paid.

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

NATO’s Defense Math Does Not Add Up was originally published on Global Security Review.

Now, Moscow is coming to understand what life is like outside the tent. Its new military connections with Iran and North Korea, and its political-economic alliance with China, are reason for concern in the West and more than enough reason to see if there is a way to bring Russia back inside the tent.

Background

Russia as a member of the Nuclear Non-proliferation Treaty (NPT) has, unlike China, worked to prevent proliferation of nuclear weapons and technology. Where China transferred nuclear technology to Pakistan, the Russians were careful in their transfers of items that could be used to proliferate. Thus, when it sold nuclear reactors to India the agreement was that the spent fuel would be reprocessed in Russia (then the Soviet Union), removing any concerns about the spent fuel being diverted for building nuclear weapons.

The Indians have also received two Russian submarines on lease, but both vessels were returned to Russia before the leases ended. When the Russians signed an agreement to build the supersonic Brahmos missile, they insisted that the missile’s range be within the limits imposed by the Missile Technology Control Regime (MTCR).

Similarly, despite the long-standing ties between Moscow and Pyongyang, there were no serious transfers of nuclear capabilities to the Hermit Kingdom—although there are questions about how the technology in the SS-18 missile made it to Pyongyang. The missile was manufactured in a cash-strapped factory in Ukraine and William Broad and David Sanger argue that this possibly led to a sale by rogue actors within Ukraine; the government of Peter Poroshenko denied any knowledge of the transfer. In contrast, the Chinese provided nuclear weapons technology to Pakistan, particularly the bomb design from their second nuclear test.

While Russia stuck with the international community’s goals to prevent nuclear proliferation, the war in Ukraine and the ensuing Western sanctions changed Russia’s strategic calculus and potentially its hesitation to supply technologies to other states.

Faced with sanctions, the Russians cut deals with both Iran and North Korea for the supply of weaponry—ranging from artillery shells and drones to ballistic missiles. It is not clear what will be given in return.  Most observers believe that North Korea may receive “direct military assistance from Russia to include fighter aircraft, surface-to-air missiles, armored vehicles and ballistic missile production equipment or materials, as well as other advanced technology.”

It is the advanced technology part of the agreement that is worrying since the North Koreans may well seek technologies that increase the lethality of their strategic weaponry. This could include nuclear submarines and the technological capability to launch submarine-launched cruise missiles. It could also lead the Russians to transfer technology needed to increase the accuracy of North Korean intercontinental ballistic missiles (ICBM) and warheads. Such transfers can take place by giving the actual technology or providing the scientific manpower to make Pyongyang’s weapons more lethal.

In the case of Iran, Tehran filled an immediate need of Moscow by providing drones in large numbers to help the Russians better deal with the changed nature of warfare in the Ukraine conflict. Like Western nations, Russia allowed its munitions stockpiles to run low. Russia is now building up to 6,000 drones annually in a new factory near the Urals. Tehran also supplied close-range ballistic missiles to further beef up Moscow’s arsenal and, in return, Moscow is reportedly upping its supply of weapons to Iran.

Russia is considering the sale of the Su-35 fighter and the S-400 anti-missile system, but the biggest contribution by Moscow could be to help improve domestically manufactured Iranian weaponry. Again, giving advanced technology to the Iranians would increase the lethality of its missile force.

The Strategic Realm

It is in the nuclear realm that the removal of restraints by Moscow would be the most damaging. Russia has abided by the provisions of the NPT and the MTCR, but if the war continues, with increasing Western provision of weaponry to Ukraine and growing sanctions on Moscow, the Russians may decide to abandon the international treaties they helped create and enforce and, instead, start to become major proliferators.

This would create a global flow of weaponry and technology that will not only build up the capabilities of hostile nations but also severely complicate regional security settings and make American intervention more costly. The worst-case scenario would be the Russians basing nuclear weapons in one of these countries—creating a new level of global insecurity. This is not as far fetched as it seems since this was done by the former Soviet Union in Cuba. That move was seen as an existential threat by the US. It is not clear what the reaction would be to a Russian nuclear fait accompli in Iran or North Korea.

Options

Following the Russian invasion of Ukraine, the West was confident that its technological superiority, economic strength, and unified resolve would lead the Russians to back down. Instead, the Russian economy is growing, the West spent close to $300 billion in arming Ukraine, and Kyiv now faces an economic and demographic disaster. It is wishful thinking to suggest that this war may end with a favorable outcome for Ukraine. Bringing the Russians back into the tent may prove difficult.

In four months, the United States will have a new administration, giving the next president some leeway for pursuing a different policy towards Moscow. Carrots, rather than just sticks, may be the best approach. Included, however, in whatever cease-fire plan is created should be a commitment from the Russians that they will continue to abide with the provisions of the NPT and MTCR and ensure that Moscow will try to prevent the flow of Russian scientific labor to North Korea and Iran, specifically.

This will require a rethink in Washington and Brussels on how to end the war and what constitutes an equitable outcome rather than a maximalist view, as suggested by some in the West. Not doing so could lead to a new set of security problems in other parts of the world that are just as crucial for the United States.

Amit Gupta, PhD, is a senior fellow at the National Institute for Deterrence Studies. The views expressed are his own.

You Think the Ukraine War Was Bad? Imagine a Rogue Russia was originally published on Global Security Review.