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.

Its author, James Wilson, is a supervisory historian at the State Department. Wilson oversees the compilation and editing of declassified documents for publication of the Foreign Relations of the United States. His focus is Cold War national security policy and interactions with the Soviets. He previously wrote a book about the end of the Cold War with a focus on Mikhail Gorbachev. Wilson also writes for War on the Rocks.

His latest effort focuses on Paul Nitze, his life, and his role in American national security policy throughout the Cold War.

Paul Nitze is not a household name when it comes to 20th-century US history or even Cold War history. There are only a handful of books about him; four books were published from 1969 to 2006 mentioning him, usually in passing. Keep in mind, he authored NSC-68, which is arguably the most important national security document in the nation’s history. His relative obscurity is not surprising, though, as his opinion of political scientists was mostly negative.

One can see from James Wilson’s resume that he understands the influential events of history and works with official material on these matters every day, which means Paul Nitze is important beyond just authoring NSC-68. Nitze was not just an advisor, but someone known by all post–World War II presidents, and too important to be promoted to a cabinet-level position.

Paul Nitze was and is important for reasons other than just a historic memo and the Cuban Missile Crisis. This was a man who helped write the Selective Service Act, helped procure resources for the Cold War fight against communism, wrote the final reports of the US Strategic Bombing Survey, and authored the Strategic Arms Reduction Treaty (START). His conclusions on the turning and end points for the Axis Powers during the war informed his beliefs throughout the Cold War.

Some of today’s challenges would be familiar to Nitze. He warned of expanding NATO and was highly critical of the State Department’s lack of imagination and ability to adapt. He understood what was required to win a war and a nation’s vulnerabilities during war. If he were alive today, he would most likely find the US to be as provocatively weak as it was on December 7, 1941.

As a man who believed in peace through strength, he would be discussing the nation’s weak economy and supply-chain challenges and advocate for technological innovation across the Department of Defense. He would also oppose consolidating military and private-sector logistics.

One of his worst fears was that an attack on American military forces would push the president into choosing between a retaliatory nuclear strike or surrender. This is still a concern today.

Wilson offers readers a great read and tells untold stories that those interested in World War II and the Cold War will enjoy. The later chapters set up the major policy decisions and events that bring readers to the present day.

This work reminds us that we have been here before, and that achieving strategic superiority is not easy. It took advocates like Paul Nitze, with grit and determination over decades, to make it happen. The threats to the nation continue to evolve. Thus, a new generation of advocates for technological and strategic superiority are needed. American leaders need to look past credentialism and embrace the competent, from wherever they may come. Hopefully the story of Paul Nitze will be an inspiration to them.

One of the highlights of the book is the tale of the overnight negotiations that took place in Reykjavik, Iceland, on the weekend of October 11–12, 1986, when President Ronald Reagan sought to bring General Secretary Gorbachev around to his previously outlined positions regarding START. After an all-night haggling session, and some shuttle diplomacy with their respective bosses, came the morning after. Paul Nitze and Soviet delegation head, Sergei Akhromeyev, agreed that, under the terms of START, they would count gravity bombs and short-range attack missiles on heavy bombers as one warhead.

Nitze was never constrained by academic tenure or any other hindrances. He thrived as an investment manager in private equity, fund management, and foreign direct investment when not in government. That gave Nitze the financial autonomy that shielded him from employers’ and pressure groups’ retaliation. It provided him with the freedom and ability to perform his political activism at the highest level.

Nitze was a man of action who shaped the clockwork of history’s small and big wheels. That does not mean he despised thinkers who kept their fingers on the pulse of things. But what Nitze really loathed was ineffective theorists with no impact on real decision-making.

James Wilson’s biography of Paul Nitze, who experienced the Cold War’s “tension between opposites,” reminds us of the words of Sir William Francis Butler who wrote, “The nation that will insist on drawing a broad line of demarcation between the fighting man and the thinking man is liable to find it’s fighting done by fools and it’s thinking done by cowards.”

Michael Fincher is a Fellow at the National Institute for Deterrence Studies and a practicing attorney.

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.

America’s Cold Warrior: A Review was originally published on Global Security Review.

North Korea continues to increase its weapons production while advancing its intercontinental ballistic missile (ICBM) and nascent submarine-launched ballistic missile (SLBM) legs of an emerging nuclear dyad. At the same time, China increased its numbers and types of nuclear weapons and dual-capable delivery systems. It has built multiple fast breeder reactors and reprocessing facilities to produce and separate plutonium. Moreover, China’s fielding of a dual-capable fractional orbital bombardment system (FOBS) and hypersonic glide vehicle raises questions about its commitment to its long-standing policy of no-first-use of nuclear weapons.

As Matthew Kroenig notes, the more nuclear weapons a state has, the more assertive and coercive it tends to become to achieve its goals. This fits China’s pattern of behavior and is consistent with North Korea’s modus operandi. These developments threaten vital American security interests by undermining extended deterrence—placing the United States and mutual defense treaty allies at increased risk.

To counter this situation, while preserving strategic options for use during periods of acute crisis, “nuclear castling” would involve the restationing of nuclear weapons in South Korea. In chess, castling involves the simultaneous moving of the king and rook in a protective maneuver that preserves capabilities and opens new possibilities across the board.

Repositioning American nuclear weapons to South Korea would help close an emergent theater deterrence gap and modernize extended deterrence for all Indo-Pacific allies. The following proposal addresses how these weapons would serve an even greater imperative than in the past, even if only to provide the president of the United States options for use in extremis.

The United States should restation B61-3, 4, and/or 12 nuclear gravity bomb variants in South Korea for delivery of low-yield weapons by dual-capable F-35A, F-15E, or F16C/D. New START Treaty limitations only apply to heavy bombers, ICBMs, and SLBMs, as opposed to these lower yield warheads and fighter aircraft. Additionally, the South Korean Air Force should train to perform conventional support for nuclear operations (CSNO), similar to how the air forces of some North Atlantic Treaty Organization (NATO) allies in Europe operate. The United States should also use this opportunity to invite the Japanese Air Force to participate in CSNO training and operations.

Skeptics will likely say the April 2023 Washington Declaration between the United States and South Korea should have a chance to strengthen deterrence and assurance. Part of the agreement commits America to reintroducing periodic ballistic missile submarine patrols in the vicinity of South Korea. In addition to South Korea reaffirming its pledge not to seek its own nuclear weapons and commitment to the Non-Proliferation Treaty (NPT), the Washington Declaration clears the way for America and South Korea to establish a nuclear consultative group modeled on NATO’s Nuclear Planning Group.

In fact, within six months of the Washington Declaration, the USS Kentucky made the first visit of an American ballistic missile submarine to South Korea since the 1980s. The visible gesture of deterrence accompanied the inaugural meeting of the American and South Korean Nuclear Consultative Group meeting on the same day in July 2023.

In parallel, an April 2024 display of combined air operations with the South Korean and Japanese Air Forces further contributes to theater deterrence. But, while the Washington Declaration is an important step in the right direction, more is needed to deter North Korea or China and to assure our regional allies.

Others will also argue that reintroducing small numbers of nuclear weapons to South Korea will not make an appreciable difference in North Korea or China’s perception of risk or the credibility of America’s nuclear deterrent. However, repositioning weapons within the theater to deter two nuclear arms–racing aggressors and assure allies creates options for the United States that do not require employment of strategic weapons. For allies that rely on extended deterrence, reintroducing nuclear weapons to South Korea would renew confidence in America’s nuclear umbrella.

While some observers may also view any reintroduction of nuclear weapons to South Korea in this manner as a contravention of the NPT, the United States would rely on custodial control to align with the NPT. Though fundamentally different than long-standing NATO arrangements that pre-date the NPT, restationing nuclear weapons in South Korea is a comparable approach that involves a treaty ally of the United States. Most importantly, there is a historic precedent between both countries.

At a relatively low cost and risk, restationing nuclear gravity bombs in South Korea has a high return on investment if agreed to by the South Korean government. Additionally, considering production delays for the American Columbia-class ballistic missile submarines to replace the current Ohio-class submarines and the similarly lengthy timeline for fielding a nuclear sea-launched cruise missile, this recommendation is a timely option for strengthening overall American nuclear deterrence.

The Indo-Pacific chess board has strategically shifted since the United States last stationed weapons there. The longer America maintains a regional nuclear status quo in the face of egregious North Korean and Chinese nuclear arms racing, the less credible and more overstretched America’s nuclear deterrent may appear. Nuclear castling offers an approach to close the emergent deterrence gap and to provide a forceful example of interoperability for treaty allies, complementing bold integrated deterrence moves and magnifying a new sense of integrated assurance.

COL Michael R. DeMarco serves in the United States Army Reserve. Disclaimer: The views expressed in this article are those of the author and do not reflect the official policy or position of the National Defense University, the Department of Defense, or the US government.

Nuclear Castling in the Indo-Pacific was originally published on Global Security Review.

The report is urgent, reasonable, and sound, assessing emerging threats in the international security environment, the United States’ posture against those threats, and offering sound recommendations to address urgent deficiencies. The report consolidates the strategic threats facing the US and defines the context of the nation’s new strategic posture. These threats are addressed by others, but the report captures them collectively, presenting a menacing glimpse into the future. It is vital that the country gets behind these recommendations without delay.

Sound Recommendations

The nation’s current strategic posture is predicated on a benign threat environment, favorable political relationships, arms control, and a post–Cold War system of international cooperation. The report draws attention to vast and worsening threats, with implications for US and global security.

Today, the risk to strategic stability is simultaneous regional conflicts escalating to threaten the homeland, allies, and partners. The US must adapt the Defense Planning Guidance to address this new environment. This logic undergirds the rationale for sweeping changes to the nation’s strategic posture, to include enhancing our conventional, nuclear, and strategic defense forces to meet this new era’s deterrence, assurance, warfighting, and war termination requirements.

In isolation, the strategic threats are deeply troubling; combined they are alarming. For example, Russia’s invasion of Ukraine includes repeated coercive nuclear threats. Russia may feel confident making such threats and unilaterally suspending adherence to the New START, given its 10-to-1 advantage in “non-strategic nuclear forces” and its modernized strategic nuclear forces. China undertook a rapid and comprehensive nuclear breakout, described as “breathtaking” by the former commander of USSTRATCOM. This breakout is propelling China to peer status with the US and Russia and posturing it to pursue a coercive strategy. Meanwhile, North Korea continues its nuclear expansion, threatening the US homeland with ballistic missiles. Iran persists in fomenting regional instability as it stubbornly progresses toward becoming a nuclear weapons state.

The commission correctly warns that the US must presume that the Russia-China strategic partnership could include cooperation in waging war against the US and its allies in ways that maximize their advantages. This means, the US must deter both, and be prepared to combat both simultaneously, with the potential for simultaneous nuclear escalation.

The Report is Reasonable

When considering US strategic posture force requirements, the commission cites the traditional role of nuclear weapons, including deterrence, assurance, achieving objectives if deterrence fails, and hedging the force. The report also ascribes common, basic tenets of American nuclear strategy to include assured second strike, flexible response, tailored deterrence, extended deterrence and allied assurance, the policy of calculated ambiguity, and hedging for future uncertainty.

When these roles and tenets are overlaid with simultaneous two-war planning, a wide-ranging set of recommendations necessarily results. These include tailored responses to threats, such as defense against decapitation strikes; the need to address the imbalance in strategic nuclear forces between the US and its adversaries; regional risks associated with theater nuclear force disparities; and comprehensive infrastructure reform of the nuclear weapons complex and defense industrial base.

For American strategic nuclear forces, this could include replacing delivery platforms, modernizing warheads and command and control, recapitalizing the entire nuclear enterprise infrastructure, preparing to upload some or all of our hedge warheads, deploying the new Sentinel intercontinental ballistic missile with multiple independently targetable reentry vehicles (with some road-mobile), building more B-21 bombers and supporting tankers (with some bombers on alert), and building more ballistic missile submarines, Trident missiles, and ship-building facilities.

To address widening disparities in theater nuclear forces, modernized nuclear forces need to be developed and deployed to provide forward-basing, survivability, yield variation, penetrability, and promptness in both INDOPACOM and EUCOM. Certainly, this alludes to the nuclear sea-launched cruise missile and similar platforms. But the report does not stop there.

The United States’ nuclear weapons complex is vast but outdated, limited in responsiveness, and ill-equipped to meet existing and emerging threats. Therefore, the complex needs modernization and expansion to meet requirements, as well as to hedge against technical failures, delays, delivery system losses, or a further worsening of the threat environment. This includes recapitalization of nuclear weapon pit production and nuclear enterprise technical expertise.

Other significant recommendations include fielding missile defense systems designed to deter and defeat limited attacks by Russia, China, and North Korea. This is a significant expansion of the scope and mission of missile defenses. The report also recommends developing offensive and defensive space assets, fielding increased numbers of long-range (hypersonic) conventional strike weapons; improving our strategic supply chain; improving private-sector contracting processes; pursuing a global ban on fractional orbital bombardment systems; and establishing nuclear deterrence as the top priority in the Departments of Defense and Energy.

 Getting Behind It

The US believed conventional dominance would deter conflict. Theater nuclear forces were removed from the Pacific and modernization of strategic nuclear forces was consistently delayed. Americans forgot that to first deter war and then wage war, if necessary, “quantity is a quality all its own.” The nation allowed the industrial base to both atrophy and be outsourced.

In a world marked by diverse threats and the prospect of simultaneous armed conflict against multiple nuclear adversaries, there are no reasonable alternatives to the report’s recommendations. Arms control is not the answer to risk-tolerant adversaries and others seeking an organic deterrent capability. Allies and partners could and should share the burden of deterrence in the long run but that will take unavailable time.

The costs and risks of simultaneous armed conflict with nuclear-armed peers is unquestionably higher than the costs associated with a strong strategic posture aimed at preventing conflict and associated escalation of nuclear risks. America’s Strategic Posture is a sound, reasonable, and urgent document and stands alone as the most credible solution to the nation’s current challenges. It is time to once again “awaken a sleeping giant” and set America on the right path.

Dr. Jonathan Trexel is a graduate faculty member with Missouri State University’s School of Defense and Strategic Studies and a Senior Fellow at the National Institute for Deterrence Studies. The views expressed in this article are the author’s own.

America’s Strategic Posture Report: Get Behind It was originally published on Global Security Review.

After getting many high-level threat briefings from across the intelligence community and hearing from American allies, the commission found the US is running out of time to remedy a sharply deteriorating strategic nuclear environment. The speed of the threat is accelerating, leading the commission to recommend dozens of new initiatives, some to be initiated immediately, with the remainder fully implemented in a phased manner over the next fourteen years.

Notably, the commission recommended an even stronger bolstering of the delivery options and capacity of the modernized nuclear triad by deploying multiple warheads on the new Sentinel intercontinental ballistic missile (ICBM), building a road-mobile version, adding more strategic Columbia-class submarines, and acquiring more B21 strategic bombers. Additionally, the commission recommended the deployment of an Integrated Air and Missile Defense (IAMD) system for the protection of the continental United States against threats from China and Russia, including, if technologically feasible, space-based components.

Such missile and air defenses are critically important to deal with coercive nuclear threats from Russia and China, especially in the context of enemy “escalate to win” strategies. The commission concluded that China and Russia will both continue their aggressive policies seeking to replace the United States as the leading power in the world. And Russia and China will continue their modernization and expansion of their conventional, space, cyber, and nuclear capabilities.

The commission warned that regional conflicts with China and Russia are the most likely future conflicts and could escalate to direct confrontation. Expanding on this point, commission co-chairs Creedon and Kyl underscored, in Senate testimony, that “coercive or bullying strikes” with cruise and hypersonic missiles could be used to make the US “buckle” under Chinese or Russian threat.

Neo-isolationism was rejected. Instead, the commission implored the US to work with allies and cooperate with partners while improving American security policy. The whole-of-government approach was also noted as key to better deterrence policy, including diplomatic and financial measures.

One of the commission’s more interesting points was the emphasis on the urgency of these recommendations. This position was underscored by their assertion that even if many of their recommendations were adopted immediately the United States will lag until modernization programs are complete.

Nonetheless, commission proposals would be adopted in a phased manner as the United States moves from legacy forces to modernized elements of the nuclear enterprise. The period 2023–2027 is the first phase and beyond 2035 is the last phase, including building additional Columbia-class strategic submarines after the current 2042 planned program sunset.

The commission also highlighted the fact that the current nuclear program of record is based on an old assessment of the threat. For example, the program of record limits nuclear warheads to 1,550, a number that is insufficient for the current threat. Thus, an additional margin of deployed capability, including hundreds of new nuclear warheads, is desired.

It was also noted that, as compared to the strategic environment of the 2010 Nuclear Posture Review (NPR), it is important to acknowledge the dramatic changes of the past decade. For example, explained one commission member, at the time of the 2010 NPR, the US assumed China and Russia would engage with the US to help deal with that time period’s top nuclear priority, preventing nuclear proliferation to terrorists. This is no longer the primary concern.

The commission did encourage lessening American dependence on nuclear weapons, which lines up well with the current administration’s goals. However, the report indicated that strategy would require deep investments with the acquisition of not 100 but 200 or even 300 new stealth bombers along with the requisite number of new refueling aircraft to make such a recommendation possible.

Also of import was the commission’s recommendation that the US field the “hedge,” contained in all nuclear arms deals—adding to deployed nuclear warheads. Such an expansion of deployed warheads would be a reversal of American policy since the adoption of the START I reductions in 1991.

Nevertheless, the commission recommended the US maintain its targeting policy that avoids infrastructure and population centers while still holding at risk what America’s adversaries value most: their leadership, the security apparatus that maintains their power, and their exquisite weapons. The commission was open to future arms control agreements, but as Creedon explained, “[t]he prospects for arms control remain bleak.”

Finally, perhaps the most surprising statement came when the commission called for deployment of a national missile defense system. Not simply to defend against the growing North Korean “rogue” missile threat but to expand American missile and air defenses to the point of being able to credibly defeat “coercive nuclear threats” from China and Russia.

This change in US policy would jettison the notion that US missile defenses have to be “limited” in scope and defend only against rogue state threats. Such thinking assumed that a robust American missile defense would create an unstable strategic situation vis-à-vis the Soviet Union.

In late 2002 Russian President Vladimir Putin said that the American withdrawal from the 1972 Anti-Ballistic Missile (ABM) treaty would have no deleterious impact on Russia’s security. Nevertheless, the United States has not deployed more than a relatively limited number of interceptors and currently has no plans for a space-based system, which is necessary for an effective national missile defense capability, a point the commission underscored.

To implement the recommendations found in the report, the commission estimated it would require 6 percent of the defense budget. Such an expenditure is certainly affordable. As former Secretary of Defense General James Mattis once said, “America can afford survival.”

Understanding the Strategic Posture Commission Report was originally published on Global Security Review.