• General Anthony Cotton: Emphasizes the importance of the Sentinel project and regrets the simultaneous tackling of multiple strategic modernization programs. ​
• Strategic Command: Highlights the vital role of the Nuclear Triad in national security. ​
• USAF Vice Chief of Staff General James Slife: Stresses the necessity of maintaining a nuclear arsenal. ​

Essay of the Week: Ukraine, Proliferation, & Deterrence ​

• Peter Huessy: Discusses the complexities of the US and NATO’s approach to Ukraine, the implications of a ceasefire, and the need for a robust deterrent against Russian aggression. ​
• Key Points:
  • Historical failures in responding to Russian aggression. ​
  • Current defense spending and military assistance to Ukraine.
  • The importance of a strategic security arrangement involving NATO and Ukraine. ​

Event of the Week ​

• Defense Conference: General Anthony Cotton calls for more B-21 bombers and underscores the urgency of nuclear modernization. ​

Administration Developments ​

• Defense Secretary Pete Hegseth: Plans to increase spending on space operations, highlighting the importance of the space domain in future warfare. ​

The AF Chiefs Corner ​

• Air Force Chief Gen. David Allvin: Sees an opportunity for additional funding for missile defense and nuclear modernization. ​

The Commanders Corner

• General Cotton: Advocates for increased production rates of B-21 bombers and more Long Range Stand-Off weapons due to evolving security threats. ​

Strategic Developments ​

• Taiwan: Defense budget to exceed 3% of GDP due to rising threats from China. ​
• NATO Air Command: Demonstrates interoperability and transatlantic unity through Bomber Task Force missions. ​

Top Essays of the Week ​

• Essay #1: Discusses the uncertainty surrounding US extended deterrence guarantees and the potential for nuclear proliferation among US allies. ​
• Essay #2: Emphasizes the importance of maintaining the US nuclear umbrella over its allies. ​

Congressional Budget Developments ​

• Defense Spending Tips: Recommendations for cuts and increases in various defense programs, including missile procurement and Air Force programs. ​

Economic Developments

• Stephen Moore: Highlights the shift towards a production-driven economy and its impact on inflation and economic growth. ​

Proliferation Concerns ​

• Colin Demarest: Discusses the global proliferation of nuclear weapons and the implications for international security. ​

Ukraine Corner ​

• Clifford May: Advocates for a realistic goal of achieving a cessation of hostilities in Ukraine, leading to a frozen conflict. ​

Media Error of the Week ​

• Wall Street Journal: Criticized for suggesting negotiations with Houthis terrorists, which could lead to endless conflict.

ICBM EAR Report Week of March 17-23 was originally published on Global Security Review.

Prepared by Peter Huessy, President of Geostrategic Analysis and Senior Fellow at the National Institute for Deterrent Studies

Key Takeaways

• Significant Military Budget Increase in Russia: Russia’s defense spending will rise by 25% to 13.5 trillion rubles (~130 billion euros), continuing its high military expenditure trend.
• U.S. Defense Leadership Changes: Senator Marco Rubio has been confirmed as Secretary of State, with several other key appointments, including Peter Hegseth as Secretary of Defense.
• Nuclear Policy and Strategic Posture Adjustments: Discussions on nuclear deterrence focus on the modernization of U.S. strategic forces, balancing deterrence against Russia and China, and the implications of extended deterrence.
• Iran’s Nuclear and Missile Capabilities: Reports indicate Iranian cargo vessels carrying crucial chemical ingredients for missile propellant, raising concerns about Iran’s growing missile capability.
• Ukraine Conflict and NATO’s Deterrence Mission: NATO leaders stress that a Russian victory would severely weaken the alliance’s credibility.
• U.S. Nuclear Strategy and Extended Deterrence Debates: Several officials emphasize the need for a robust and adaptable nuclear strategy to counter emerging threats from Russia, China, and Iran.

International Developments

Russia’s Defense Budget Expansion

• Russia’s military spending will increase to 13.5 trillion rubles, estimated at 7-8% of GDP, its highest post-Soviet military budget.
• Significant investments in modernized nuclear and conventional forces to maintain strategic parity with the U.S. and NATO.
• Russia’s total defense expenditure, when adjusted for purchasing power, rivals European military spending, highlighting its focus on long-term military capabilities.

Iran’s Missile and Nuclear Advancements

• Intelligence sources indicate Iranian cargo ships transporting missile propellant materials from China, raising alarms among Western security analysts.
• Iran continues uranium enrichment, prompting warnings from the UN about Tehran’s growing nuclear capability.

China & Russia’s Nuclear Expansion

• Reports predict that by 2035, China and Russia will collectively hold over 11,000 nuclear warheads, posing a direct challenge to U.S. nuclear deterrence.
• Concerns grow over China’s accelerated nuclear development and its integration into a broader strategic competition with the U.S. and Russia.

Key Strategic Issues on the Horizon

Escalation Risks in Space Warfare

• A RAND Corporation study warns that Russia may escalate conflicts in space early due to its heightened fears of a U.S. first strike.
• The study underscores Moscow’s increasing risk tolerance and potential responses to perceived U.S. threats in space.

Ukraine’s Role in NATO’s Deterrence Strategy

• NATO Secretary-General Mark Rutte warns that a Russian victory would weaken NATO’s credibility, requiring significant investments in deterrence.
• U.S. extended deterrence remains under scrutiny, with debates over whether the Biden administration’s fear of escalation weakened deterrence against Russia.

U.S. Strategic Nuclear Force Modernization

• The U.S. Air Force confirms that the Sentinel ICBM and B-21 Raider will remain the cornerstone of nuclear deterrence until at least 2050.
• Discussions continue over potential mobile ICBM systems, expanded long-range bombers, and additional dual-use aircraft to ensure nuclear survivability.

‘Iron Dome for America’ Missile Defense System

• President Trump’s proposal for a nationwide missile defense system—similar to Israel’s Iron Dome—is gaining momentum.
• Critics call it overly ambitious, but proponents argue that it is essential to counter growing threats from China, Russia, Iran, and North Korea.

Key Events

Upcoming NIDS Seminar (January 31, 2025)

• Speakers: Shoshana Byren (Jewish Policy Center) & Ilan Berman (American Foreign Policy Council).
• Topic: Iranian security threats to the U.S. and its allies, with a focus on Iran’s nuclear and missile capabilities.

NIDS conference at Truman Library (August 6, 2025)

• A 4-star USAF officer will serve as the featured speaker.
• Expected discussions on extended deterrence, strategic stability, and nuclear policy.

Conclusion

The ICBM Ear report for the week of January 23, 2025, highlights key developments in U.S. nuclear policy, global security challenges, and strategic deterrence issues. With Russia’s increasing military budget, Iran’s missile advancements, and China’s nuclear expansion, the U.S. faces a growing multipolar nuclear environment. Discussions on extended deterrence, arms control, and new strategic capabilities will shape U.S. defense posture in the coming years. The upcoming TRIAD Symposium and NIDS events will provide further insights into these critical security matters.

ICBM EAR for 23 Jan 25 was originally published on Global Security Review.

The EAR Report is a must read for National security professionals to stay informed about rapidly evolving global threats and the strategic implications for U.S. defense policy.

This report addresses critical developments in nuclear deterrence, missile defense, and geopolitical trends, and equips professionals with actionable insights to navigate the complexities of modern security challenges effectively.

Commentary and Quotes of the Week

• Defense Secretary Lloyd Austin: Reaffirmed the U.S.-ROK alliance and the strengthening of extended deterrence through the Nuclear Consultative Group.
  Peter Huessy: Detailed the financial and strategic implications of eliminating the ICBM leg of the U.S. nuclear triad, emphasizing the costs of alternative measures for maintaining current deterrence levels.
  Jon Finer, Deputy National Security Adviser: Highlighted Pakistan’s emerging threat with the development of long-range ballistic missile capabilities.
  Bill Gertz: Revealed China’s rapid nuclear buildup and the expansion of its missile capabilities.
  Russian Leaders: Asserted advancements in missile systems and dismissed arms control as a relic of the past.
  Rep. Chuck Fleischmann: Stressed the urgency of modernizing the U.S. nuclear deterrent, citing contributions from Tennessee’s Oak Ridge Lab.

Strategic Developments of the Week

• China’s Military Build-Up: The Pentagon report highlighted Beijing’s dramatic advancements in hypersonic missile technology, nuclear warheads, and ‘intelligentized warfare.’
  Russia’s Strategic Actions: Russia’s legislative shift regarding the Taliban and progress in missile systems underlined its geopolitical maneuvers.
  U.S. Missile Defense Challenges: Reports emphasized the lag in U.S. hypersonic missile capabilities compared to China, pressing the need for enhanced missile defense systems.
  Space and Drone Developments: New legislation and technological advances highlight the increasing role of space and drones in modern warfare.

Important Reports of the Week

1. “President Trump Must Put the Nuclear Enterprise on a Wartime Footing” by Robert Peters:
   • Advocates for accelerating nuclear arsenal modernization to restore deterrence credibility.
     Calls for a stronger commitment to stockpile stewardship and missile defense.
2. “Importance of Building Homeland Missile Defense” by Robert Joseph:
   • Reiterates the vision of a comprehensive missile defense system to counter emerging threats.
     Proposes leveraging space-based systems for more robust and efficient protection.
3. “What Happens if the United States Eliminates the ICBM Leg of the Triad?”:
   • Examines the repercussions of removing the ICBM leg, including massive financial costs for alternative deterrence methods and strategic vulnerabilities.

Download the Full Report

ICBM EAR Report for December 20th was originally published on Global Security Review.

With the Minuteman III ICBM fleet now 50 years old and 35 years beyond its planned service life, there is no option but to build a new ICBM. Although Northrup Grumman, the prime contractor on the Sentinel program, made a good faith effort to estimate the cost of building a new missile and retrofitting Minuteman III launch control centers and launch facilities with the new hardware required for the new missile, no company has engaged in this kind of activity in five decades.

Thus, in many respects, any estimate of costs can be no more than a ballpark estimate at best. Think about it. Have you ever tried to do a home improvement project for the very first time and it went exactly as you planned—without a hitch? Of course not. What about those home improvement shows where the contractor always finds something hidden behind the drywall that sends the remodel cost way up? Doing something once every 50 years with a workforce that has zero experience with such a project is a recipe for cost overruns.

This is the choice the nation made and must live with. It is hypocritical of arms control advocates to charge that Sentinel’s cost overruns mean the program should be cancelled. If they applied that same logic to all government programs, we would also kill Social Security, Medicare, Medicaid, and student loans. In fact, we would kill just about every federal program ever funded. Almost all estimates of government programs are wrong—and wildly wrong.

Instead, we must deal with a reality that leaves the United States little choice but to move forward because the strategic environment is rapidly deteriorating, and no amount of optimism and idealism will change that fact. It is time reality overrides aspirations.

The facts are simple. Russia already has a superior arsenal to the United States and maintains a capacity to produce about 1,000 new nuclear weapons every year. And with Russia no longer bound by the New START treaty, Vladimir Putin can double or triple the size of his nuclear arsenal before the end of the decade. He already maintains at least a 10-to-1 advantage in theater nuclear weapons.

China’s nuclear breakout also caught the United States on its heals. The DF-41 ICBM, for example, carries multiple reentry vehicles and is expected to fill the 300 new ICBM silos discovered in 2021. DF-41s filling those new silos could alone exceed the size of the entire American nuclear arsenal.

That says nothing of the new submarine-launched ballistic missiles, hypersonic weapons, and tactical nuclear weapons China is deploying. To deter such capabilities America requires a secure and reliable nuclear deterrent, which must include the Sentinel.

Why Does America Still Need ICBMs?

The fact that the basics of the ICBM mission have not changed much since they were first fielded may explain why some believe they are outdated. Before we commit to killing Sentinel and retiring the Minuteman, it is important to consider some of their benefits.

First, ICBMs provide an excellent deterrent to nuclear attack on the homeland. The 400 Minuteman III silos spread across the American West are invulnerable to all but a massive nuclear missile attack. Thus, their existence sets a high threshold for attacking the United States, either conventionally or with nuclear weapons. Without ICBMs, our strategic nuclear targets shrink from over 500 to about a dozen, which could all be destroyed with conventional strikes. Only ICBM silos require a nuclear strike.

Second, ICBMs cost less than the other two legs of the nuclear triad—even with cost overruns. While Sentinel will cost an estimated $130–150 billion over the next two to three decades, it is likely to prove operationally cost-effective over the long term. Remember, ICBMs are used every single day to deter the Russians and the Chinese. Our adversaries understand the power of an ICBM, which is why their nuclear forces are primarily composed of ICBMs.

Third, building a Sentinel provides the US an opportunity to consider deploying ICBMs in new and creative ways. With the United States government depending on the private sector for its space launch capability, the Sentinel also has some non-traditional missions that a common launch vehicle might provide. These include:

1. The ability to deploy time critical space assets like sensors, navigation, or communications satellites in response to a contingency; and
2. Closer to traditional missions are ballistic missile defense, anti-satellite kill vehicles, and conventional prompt global strike.

The benefit of such a system would be the ability to replace the top of a missile with a different payload to carry out a niche mission. At the same time, nuclear deterrence is preserved by those ICBMs still on alert.

Nuclear deterrence works by creating the fear of a massive retaliatory response. It achieves a psychological effect in the mind of an adversary. Non-traditional missions can support deterrence by taking away an adversary’s belief in his potential success in achieving some advantage.

A prompt global strike capability, for example, would also fill a niche role, if needed, allowing the US to strike targets quickly without escalating to nuclear use. Sentinel makes that possible. Given its cost, only a small number of such weapons would be feasible, and all while complicating adversary strategy.

These are just some additional uses for Sentinel, but they do not change the fundamental reason for building a new ICBM—Minuteman III is 50 years old and well past its service life. Yes, there are cost overruns, but can we really expect any less when we build something once every half-century?

Conclusion

In short, Vladimir Putin and Xi Jinping would love for the United States to cancel the Sentinel program. We should not give them what they want.

Adam Lowther, PhD, is the Vice President of research and co-founder of the National Institute for Deterrence Studies. The view’s expressed are the authors own. 

Why America Needs ICBMs was originally published on Global Security Review.