Why You Need This Report

The ICBM EAR (Emerging Affairs Report) for the Week of March 3, 2025, prepared by Peter Huessy, President of Geo-Strategic Analysis and Senior Fellow at the National Institute for Deterrence Studies, offers an authoritative, real-time assessment of critical defense and strategic developments impacting U.S. national security. This report consolidates essential intelligence and policy analysis on ICBM modernization, homeland missile defense, congressional budget battles, strategic threats from China, Russia, and Iran, and broader global deterrence dynamics.

As global threats intensify, policymakers, defense professionals, and industry leaders need a consolidated, insightful briefing to navigate the shifting landscape of great power competition and nuclear deterrence strategy. This report delivers precisely that—essential updates, expert commentary, and strategic foresight that decision-makers cannot afford to overlook.

Key Themes & Strategic Insights

1. Critical Developments in Homeland Missile Defense & Nuclear Deterrence

• The “Golden Dome” missile defense initiative, backed by congressional leaders and STRATCOM, underscores a growing commitment to protecting the U.S. homeland from emerging missile threats.
• General Alvin, USAF Chief of Staff, affirms the Air Force’s pivotal role in nuclear deterrence and missile defense, reinforcing its responsibility for two-thirds of the nuclear triad and three-fourths of nuclear command, control, and communications (NC3).
• Upcoming ICBM infrastructure modernization at Vandenberg Space Force Base highlights the urgency of maintaining a credible nuclear deterrent against adversarial advancements.

2. Congressional & Budgetary Realities Impacting National Defense

• As the FY25 budget debate intensifies, the threat of a yearlong Continuing Resolution (CR) poses risks to defense funding, potentially leaving the U.S. military underfunded by $8 billion below proposed levels.
• Misinformation regarding an “8% defense cut” is addressed—while no drastic cuts are proposed, funding reallocations emphasize priority programs like Sentinel ICBM modernization and Columbia-class submarines.
• With a $2 trillion annual deficit, balancing national security needs with fiscal realities remains a critical challenge.

3. Growing Threats from China, Russia, and Iran

• China’s defense budget expands by 7.2%, accelerating military modernization, expanding nuclear capabilities, and strengthening island chain defenses in the Pacific.
• Russia’s Arctic militarization, border buildups, and nuclear brinkmanship highlight its continued push for strategic dominance.
• Iran’s sevenfold increase in highly enriched uranium (HEU) production, coupled with escalating proxy conflicts, presents a growing nuclear proliferation threat.
• European defense spending surge ($860 billion over four years) signals a shift in NATO’s strategic posture amidst rising concerns over Russia’s long-term objectives.

4. Global Security & Deterrence Policy: Special Reports & Expert Analyses

• Heritage Foundation’s assessment of nuclear modernization emphasizes the necessity of rebuilding U.S. strategic deterrent forces to counter the evolving nuclear threats from Beijing, Moscow, and Tehran.
• Michaela Dodge’s critical review of arms control policy challenges the viability of future U.S.-Russia agreements given Russia’s record of treaty violations.
• Victor Davis Hanson debunks misconceptions about U.S. deterrence strategies, highlighting historical lessons in negotiations and military strength.

5. The Ukraine Corner: Understanding the Stakes

• Russia’s history of broken agreements, including violations of the Minsk Accords and Budapest Memorandum, justifies Ukraine’s insistence on binding security guarantees.
• European defense commitments remain uncertain, despite recent rhetoric supporting increased military readiness.
• U.S. policy under the Trump administration seeks to reshape geopolitical alignments, reduce Middle East entanglements, and focus on countering China.

ICBM EAR Week of March 3, 2025 was originally published on Global Security Review.

ICBM EAR – Week of February 24, 2025

Deterrence at a Crossroads: A Call for Strength and Resolve

America is pivotal in nuclear modernization, strategic deterrence, and global security. As threats from Russia and China escalate, U.S. defense policy must adapt—or risk catastrophic consequences.

Key Strategic Insights

Nuclear Deterrence Imperative – The Minuteman III test launch underscores the critical need for modernization. General Tom Bussiere warns: “We must recapitalize our nuclear forces while maintaining the old—an unprecedented challenge.”

The Russian Threat – Moscow’s aggression is reinforced by information warfare and nuclear coercion. Sergei Shoigu states: “We must undermine the political, economic, and social system of the West.” The impending New START Treaty expiration (2026) raises concerns of a Russian nuclear breakout.

China’s Strategic Decline – $168 billion in foreign direct investment fled China in 2024. Its aggressive military expansion—the largest since WWII—coupled with its alliance with Russia, isolates Beijing internationally.

Global Realignment & Defense Priorities –
Britain increases defense spending (2.5% GDP by 2027).
South Korea considers nuclear options in response to North Korea.
The U.S. must act decisively to maintain strategic dominance.

The Cost of Hesitation

From Ukraine’s nuclear disarmament to past Western miscalculations on Russia, history warns against underestimating adversaries. De-escalation as a default strategy has failed.

The Air Force Association calls for a $45 billion annual increase in USAF and Space Force funding. As Stephen Feinberg, Deputy Secretary of Defense nominee, bluntly states:

“If we do not plug our capability gaps, we will lose to China.”

Call to Action: Strength Through Deterrence

Fully modernize the U.S. nuclear triad
Accelerate next-generation air and missile defense
Fund a credible and flexible deterrent

Deterrence is not optional—it is the foundation of peace. America must lead with strength, invest in security, and ensure our adversaries understand that aggression will never be left unanswered.

The future is watching. We must be ready.

ICBM EAR Week of Feb 24th was originally published on Global Security Review.

Based on the latest EAR Report, these are the critical points on global security, upcoming events, and the ongoing discourse on nuclear deterrence, modernization, and geopolitical strategy for 2025.

Quotes of the Week

• Xi Jinping (China): “No one can stop the historical trend” of China’s “reunification” with Taiwan.”
• U.S. Ambassador Philip Goldberg (South Korea): Reaffirmed the U.S.-South Korean alliance amidst geopolitical tensions.
• DPRK Kim Jong Un: Committed to implementing the “toughest” anti-American policy while criticizing the U.S.-South Korea-Japan security partnership.
• Antony Blinken (U.S. Secretary of State): Highlighted Russia’s intentions to share advanced space technology with North Korea.
• NATO Official: Warned of unconventional Russian attacks causing substantial casualties.

Upcoming 2025 Seminar Events

1. January 10, 2025, 10:00 AM: Robert Soofer & Mark Massa on “The Case for Homeland Missile Defense.”
2. January 31, 2025, 10:00 AM: Shoshana Bryen & Ilan Berman on “Middle East Update and the Iranian Nuclear Threat.”
3. February 14, 2025, 10:00 AM: Stephen Blank & Mark Schneider on “Russian Intentions with Its Growing Nuclear Forces.”
4. February 28, 2025, 10:00 AM: Hon. Madelyn Creedon & Hon. Frank Miller on “Assessment and Update of the Posture Commission.”
5. March 14, 2025, 10:00 AM: Gordon Chang & Rick Fisher on “The Chinese Nuclear Threat & Implications for US Security.”

Nuclear Derangement Syndrome

• Criticism of nuclear deterrence is gaining momentum, focusing on framing nuclear weapons as both unnecessary and dangerous.
• The Union of Concerned Scientists highlights essays opposing nuclear modernization, which are countered with arguments emphasizing deterrence as essential for stability.
• The critique overlooks the strategic necessity of nuclear weapons in preventing large-scale conflicts and ensuring global security.

The Biden-Trump Arms Race

• Criticism: The Biden and Trump administrations’ claims of an arms race are exaggerated. They focus on necessary modernization within New START limits.
• Reality: Modernization efforts (Columbia submarines, Sentinel ICBMs, B21 bombers) align with treaty commitments, aiming for readiness by 2042.
• Key Concern: Rising nuclear capabilities of Russia and China surpass New START limits, demanding U.S. responses to maintain strategic balance.
• Counterarguments: Opponents argue modernization fuels an arms race, while proponents emphasize deterrence and technological edge against adversaries.

Download the full report.

ICBM EAR Report Jan, 3 2025 was originally published on Global Security Review.

This report asserts that the United States is at a critical inflection point in global security,  facing mounting threats from an increasingly assertive China, a resurgent Russia, and a shifting nuclear landscape characterized by rapid technological advancements and diminished international agreements. This week we underscore the critical juncture at which the US finds itself—facing nuclear, economic, and strategic challenges requiring unwavering resolve and bipartisan cooperation.  Here are some highlights:

Quotes of the Week

1. Chelsey Wiley (IISS): “US–China tensions could lead to heightened security concerns for allies.”
   • Editor’s note: The focus must remain on countering China’s threats, not shifting blame to the US.
2. Admiral Tony Radakin (UK): “The third nuclear era is more complex, with proliferating technologies and absent security architectures.”
3. Palantir CEO: “Adversaries need to wake up scared; peace comes through strength.”
4. Rep. Chuck Fleischmann (R-TN): “Modernizing our nuclear deterrent ensures the US remains the global superpower.”

Essay of the Week

“Call it Chinese Communist Imperialism” by Christopher Ford (NIPP)

• Explores China’s military expansion and its quest for global influence.
• Highlights its nuclear ambitions and parallels with historical imperialism.
• Advocates for robust US policies to counter these threats.

Congressional Update

• FY25 NDAA: Approved at $895 billion, fully funding nuclear initiatives and strengthening deterrence.
• Key provisions:
  • Full funding for ICBMs and submarine components of the TRIAD.
  • Establishment of a unified Assistant Secretary for Nuclear Matters.
• New Congressional Members:
  • 78 new members, with significant additions to defense committees.
  • Focus on battleground states with strategic implications for military readiness.

Strategic Developments

1. China’s Nuclear Expansion:
   • Accelerating development of fast-breeder reactors for weapons-grade plutonium.
   • Collaboration with Russia raises global security concerns.
2. CSIS Wargaming:
   • Highlights the risk of nuclear escalation in a Taiwan conflict.
   • Diplomacy and readiness key to preventing catastrophe.
3. Third Nuclear Age:
   • UK and US emphasize increasing complexity in global nuclear threats from China, Russia, Iran, and North Korea.

Reagan Defense Forum: Key Takeaways

1. Panel 1: Indo-Pacific Challenges
   • Admiral Paparo stressed the urgency of deterrence in the face of China’s ambitions toward Taiwan.
   • Marine Corps General Eric Smith: “What would you pay not to lose a war? Everything and anything.”
2. Panel 2: Innovation in Defense
   • Heidi Shu: Encouraged bolstering supply chains and supporting small, innovative companies.
   • Senator Todd Young: Warned about biological threats and vulnerabilities tied to US-China economic ties.
3. Peace Through Strength:
   • Reinforced the need for defense investment to deter adversaries and maintain global stability.
   • Palantir CEO emphasized America’s role as a dominant power, inspiring both fear in adversaries and confidence in allies.

Read The Full Report

ICBM EAR Report December 8th was originally published on Global Security Review.