The Strait of Hormuz crisis and the continuing crisis in the Bab al-Mandab Strait have shown that narrow maritime passages can and will be used as political weapons in future conflicts. The state actors in Tehran and the non-state actors in Sanaa, however, may not be the only ones that may leverage these choke points in future. For example, Oman’s ports could present an essential part of any land route alternatives like the India-Middle East-Europe Economic Corridor (IMEC) that avoid both the Gulf of Aden and the Strait of Hormuz. However, they have also faced drone attacks in the current war and will likely face political instabilities in future. An alternative that has come into greater focus is the North Sea Route (NSR) or the Arctic route. Surprisingly, recent reductions in Arctic ice levels have increased the feasibility of using the NSR, now potentially facilitating the movement of goods. 

Iran asserts its right to regulate shipping in the Strait of Hormuz. Under its 1993 law, innocent passage is subject to prior authorization based on Iran’s national security. The present crisis created by the Iran war has highlighted how the food security of many countries is connected to oil through fertilizer prices, which have witnessed a price surge. Before the war, around 30% of global fertilizers were exported by gulf countries through the Strait of Hormuz. Additionally, 20% of global liquified natural gas is used as the feedstock for making fertilizers and much traveled through the Suez Canal before the Houthis disrupted trade. While the rest of the world will face higher food prices, the Gulf countries, which import up to 85% of their food, are still affected. Asian countries like China, India, Philippines, Thailand, Vietnam, and Singapore are highly dependent on oil imports from the Middle East and must now find alternatives. In the present crisis, increased imports from the U.S. have provided relief to these countries, but the Cape of Good Hope route, needed for this transport, is time-consuming and increases costs.  

The NSR is also not without its share of complex legal matters. Russia has established laws and codes for regulating passage through NSR. Russia classifies the NSR as its internal waters and does not recognize the international right of innocent passage through it. All ships need prior authorization while foreign warships must notify their intended passage 90 days in advance. Ships may be required to use the services of Russian icebreaker escorts and pilots. Russia justifies its claim under article 234 of the United Nations Convention on the Law of the Sea (UNCLOS). Known as the “Arctic Exception,” it applies to all “Ice-covered areas.” It grants coastal states the right to enforce non-discriminatory laws in their Exclusive Economic Zones (EEZ) to prevent marine pollution in the ice-covered areas. The U.S. and other countries argue that UNCLOS protects innocent passage through territorial seas and hence the Russian law is contrary to the provisions of UNCLOS. 

Unlike the Middle East shipping passages, however, the NSR has been in conflict and has not had any kinetic combat or active armed conflict. The free navigation operations may operate here because the U.S. may be reluctant to indulge in hostilities against and may not be equipped to do so. Simultaneously, there may be U.S. interest in selling its oil to East, Southeast, and South Asia through this route. Russia may also find advantage in developing this route and is seeking partners to develop it. Several countries have already reached agreements with Russia to take advantage of the NSR. 

Russia is already using its Arctic coast seasonally to deliver LNG from its Yamal project to Europe and Asia. With increasing arctic warming and higher investment in icebreakers, this may change to round-the-year operations. The present bonhomie between Putin and Xi Jinping had already led to the October 2025 Harbin agreement to make NSR a strategic Arctic trade corridor. NSR suits China for another reason. It reduces heavy Chinese dependence on transit through the Malacca Strait, where India is developing an island base with potential to choke that passage. 

India is diplomatically very heavily invested in the Middle East and has been seeking a route to Europe through Iran and through IMEC. If India were to shift to oil and gas imports through NSR it could face strong pushback and heavy geopolitical pressure. The shift will come with another risk; the conflict zone in the Middle East will be swapped for the possible U.S.-Russian tensions in the narrow Bering Strait and make India dependent on a Sino-Russian architecture beyond its control. Even so, that scenario may still be a long way off. A positive aspect is India’s long-standing trade and military engagement with Russia that has proved its strength in crises. In December 2025, Russia and India signed an agreement formalizing Indian military access to Russia’s Arctic naval ports. Long-term contracts for oil and gas and equity participation in the Arctic infrastructure and shipping capacity may follow. 

For India and Southeast Asian countries, the year-round availability of the NSR will increase overall energy resilience by creating an alternative route that will dampen price surges during the frequent Middle East crises. It will make it more feasible for these countries to tap into multiple oil and gas sources including Russia and the U.S. and, in addition, provide a faster sea route to Europe. There is also the feasibility of synergy between the energy needs of India, the ship-building capacity of South Korea, and the NSR. While the Arctic route will not be a silver bullet for Asian countries to have risk-free access to oil and gas, the shift of focus from the tropics to the North Pole shall reduce the historic leverage by the Middle East and will help keep prices and access stable even during the recurring Middle East flare-ups. 

R.N. Prasher is a retired member from Indian Administrative Service (IAS). His primary expertise is in geopolitics where he has published in RealClear Defense, Asia Times, and The National Maritime Foundation. He has published the book “Geopolitics: Impact on Energy Transition and Energy Security” and has an upcoming publication “Revisiting the Chinese Screen” The views are the author’s own.

The North Sea Route as an Alternative to the Hormuz-Red Sea Conundrum was originally published on Global Security Review.

Advances in space technology are making the extraction of lunar and asteroid materials increasingly feasible. These capabilities promise the potential for significant economic gains, greater energy security, and new avenues of geopolitical influence for any spacefaring nation capable of developing and sustaining resource-extraction operations. As competition accelerates, the question is no longer whether space mining will occur, but who will shape the rules, norms, and capabilities that govern it.

To preserve American power in space, the United States must take formative policy action and protective research and development (R&D) measures to define the future of space mining before rival nations do. Building on the strategic momentum established in the space domain during the first Trump Administration, namely the creation of the U.S. Space Force, securing an early foothold in space mining will help counter adversarial efforts to undermine American leadership and preserve space as a key frontier for American power.

Formative Policy Action in Space Mining

In emerging domains, the first actors often leave a legacy that serves as a reference point for subsequent laws and behavior, such as the Outer Space Treaty (OST) of 1967. During the Cold War, the U.S. and the Soviet Union pushed outer space beyond its initial symbolic and scientific uses. Concerns over nuclear escalation prompted the creation of a legal framework that addressed non-weaponization and restrictions on national sovereignty. Despite approaching its 60th anniversary, the OST remains a foundational pillar of outer space governance, demonstrating how proactive U.S. leadership defined the rules of engagement and established operational precedents in an emerging domain. Sustaining this proactive approach is critical if the U.S. is to seize the strategic opportunities in outer space.

Space mining is among the more recent technical opportunities to emerge, alongside satellite constellations, orbital maneuvering, and AI-enabled platforms. Yet space mining is unique in that it offers potential energy security and trillions of dollars in economic value to those possessing return-to-Earth capabilities (currently limited, forcing a focus on in-situ resource utilization (ISR) for propulsion and life support). According to NASA’s Asterank database, extracting resources from the ten most cost-effective asteroids could yield profits exceeding $1.5 trillion. The promise of energy resilience and economic gain has captured the attention of global powers and middle-state actors alike, leading to a growing number of spacefaring nations and sparking geopolitical friction.

The U.S. and Luxembourg were among the first to formalize space mining in their legal frameworks, recognizing outer space resources as property subject to ownership and commercial trade. Conversely, Russia cites the Outer Space Treaty’s designation of space as the “province of all mankind” as a basis for prohibiting resource extraction and ownership. In response to the Trump Administration’s proposed lunar mining initiatives, Russian officials went so far as to accuse the U.S. of orchestrating an “invasion” of the Moon, likening it to “another Afghanistan or Iraq.” Russia’s actions, however, contrast sharply with its public stance, given its willingness to explore an agreement on space mining with Luxembourg in 2019.

Yet American space mining laws have been relatively insulated from further international criticism because they align with formative international frameworks. For example, the U.S. Commercial Space Launch Competitiveness Act of 2015 reflects Article II of the OST, which prohibits national appropriation of celestial bodies. Additionally, the 2020 National Space Policy aligns with the Artemis Accords by emphasizing transparency in national space policies and space exploration plans, as well as the sharing of scientific information. The legitimacy of U.S. legal principles has been strengthened by demonstrating its commitment to sharing the space domain as a collaborative partner while advancing its own interests and strategic advantages.

Critical questions about access to mining sites, extraction limits, and fair participation remain unanswered because frameworks such as the OST predate the concept of space mining. Addressing these questions and providing certainty before capabilities mature or competing nations establish their own frameworks is essential to preserving a U.S. strategic advantage in space.

Protective R&D Measures for Space Mining Capabilities

As the future of space mining and its economic potential threaten to catalyze geopolitical tensions, it is crucial for the U.S. not only to be among the first to establish governance frameworks but also to develop tangible space mining capabilities. Yet space is no longer a domain of uncontested U.S. dominance, as China has evolved from a near-peer to a peer competitor. Initiatives such as the Tiangong Space Station and the International Lunar Research Station underscore China’s growing space capabilities and its ambitions to assume a leadership role.

China’s rapid rise may be attributed in part to its exposure to U.S. space technologies, as bilateral cooperation agreements have provided avenues for interaction with U.S. research and development efforts. Despite the Wolf Amendment, which prohibits bilateral cooperation with China without explicit authorization from Congress and the FBI, numerous violations of the provision have likely conferred strategic benefits on China, eroding the competitive edge the U.S. seeks to maintain. In 2024, the Office of the Inspector General investigated a state University for violations of the Wolf Amendment and announced in December that the University agreed to pay $715,580 to resolve civil allegations. When applying for and receiving NASA research grants, the University failed to disclose a professor’s affiliations with and support from the Chinese government. Similarly, according to a report published by the Select Committee on the Strategic Competition Between the U.S. and the Chinese Communist Party (CCP), hundreds of articles crediting NASA funding were identified that were jointly published by U.S. researchers (including public universities and federal research entities) and CCP institutions. In early February 2026, the University of Texas at San Antonio agreed to pay nearly $130,000 in penalties after federal investigators alleged that the lead principal investigator for a NASA-funded Center for Advanced Measurements in Extreme Environments failed to disclose affiliations with researchers in China.

China’s sustained intellectual property theft is eroding U.S. dominance in space and diminishing the impact of formative U.S. space mining policy measures. Prioritizing R&D for space mining, particularly return-to-Earth capabilities, is a central focus for spacefaring nations and must be a priority for the United States. However, R&D initiatives must be paired with enforceable oversight structures that protect intellectual property from adversarial appropriation. Enforcement entities should also demonstrate a clear commitment to implementing protective measures and punishing violators. Without such protections, any research investments risk benefiting adversarial states as much as the U.S., as evidenced by instances in which China has capitalized on U.S.-funded advancements.

Conclusion

Although the U.S. is facing increasing demands across emerging warfighting domains, with numerous competing national security concerns, space resource governance and capability development can no longer be sidelined. The U.S. must act decisively and with strategic clarity to build the legal and behavioral foundations for space mining, and to enact protections for space mining R&D, as competitors advance their own initiatives. Space mining has become a strategic imperative, one that this Administration must seize to ensure that American values, interests, and leadership define this emerging domain, resource governance and capability development resource governance and capability development.

Rachel Butler is a doctoral student in the Department of Defense and Strategic Studies at Missouri State University. She holds master’s degrees in history and strategic studies, with research interests focused on ethical and cognitive warfare. Views expressed in this article are the author’s own. 

Seizing the High Ground: The Case for U.S. Leadership in Space Mining was originally published on Global Security Review.

In South Asia, India’s expanding space program—featuring anti-satellite weapons (ASAT) to spy and surveillance satellites—is not motivated by technological ambitions but is instead a function of its deep strategic culture. Indian scholar Rajesh Basrur’s concept of deep Indian strategic culture is an apt lens to study India’s space politics. India’s space odyssey reflects its quest for autonomy and prestige, the two essential components of its deep strategic culture.

Basrur identifies two levels of strategic culture: ‘mutable strategic culture’ that can shift over time and ‘deep strategic culture’ that is a set of core strategic preferences derived from historical experiences. According to Basrur’s statement in his book chapter on Indian Strategic Culture, defining a deep strategic culture is “tricky, perhaps tautological since it is a recognition that is post facto (a long-term attribute is deep until it is not!).”  Still, he defines deep strategic culture as “patterns that are sustained unchanged over a long period of time (in the present context, since independence), irrespective of changing circumstance.” He further underscores the two most enduring pillars of Indian strategic culture as a persistent preference for strategic autonomy and a long-standing quest for status on the global stage.

India’s space politics is thus a reflection of its deep-rooted desire to achieve strategic autonomy. India has heavily invested in dual-use technologies, such as navigation satellites (NavlC) and communication satellites (GSAT). India leverages these dual-use technologies as a strategic enabler that allows real-time monitoring and surveillance of the South Asian region and beyond. Moreover, the indigenous development of launch vehicles like the PSLV (Polar Satellite Launch Vehicle) and GSLV (Geosynchronous Satellite Launch Vehicle) is adaptable for military purposes.

The Mission Shakti ASAT Test is evidence of using an indigenous launch vehicle for the delivery of kinetic anti-satellite weapons. It underscores the operational autonomy in space without reliance on external partners or even against them. The pattern of international space cooperation of India is also driven by its deep strategic culture. India engages with both the US and Russia as per its strategic needs. This multi-alignment strategy aims to get access to modern technology, expertise, and partnerships without committing to any one side.

Another deeply interwoven element of Indian strategic culture in its space politics is the pursuit of status. India leverages space as a key domain to achieve recognition as a technologically advanced and influential major power. India demonstrates its status through high-profile space missions, such as Chandrayaan, Mangalyaan, and the upcoming Gaganyaan mission. These missions garner international attention and enhance India’s prestige, signaling to the international community that the country has ambitious space aims.

Furthermore, to enhance prestige and status, India participates in international space forums of exploration and governance like the Artemis Accords, the TRUST initiative, and the Initiative on Critical and Emerging Technologies (iCET). India harnesses these platforms to advance its national interests by gaining greater visibility, access to dual-use technologies, and opportunities for space exploration. India also leverages these forums for high-accuracy real-time data that allows it to do regional surveillance and monitoring.

Indian space politics is not only about capability but also about demonstrating it in ways that enhance its international standing. All this is not occurring in isolation but in a region with a fragile balance of power maintained by nuclear deterrence. This translation of Indian strategic culture into astropolitics has regional and global implications. At the regional level, India’s increasingly offensive space uses, such as surveillance, missile guidance, and precision strikes, are creating a security dilemma for its neighbors. This disrupts the regional balance of power and will motivate Pakistan to enter an arms race or to equip itself with non-military means to compete with India.

At the international level, India is actively involved in cooperation with both the U.S. and Russia; however, India’s multi-alignment strategy is not working as per its expectations. There are structural constraints at the heart of the implementation of Indian astropolitics. India is dependent upon the U.S. for advanced space technologies, intelligence, and commercial space opportunities. It erodes the very basic tenet of Indian astropolitics, strategic autonomy. Moreover, India and Russia have a joint historical space and defense ecosystem, which has become politically sensitive amidst international sanctions on Russia. The dual-track or multi-alignment strategy of India increases strategic ambiguity.

In a nutshell, strategic autonomy sounds sophisticated, but it is practically unlikely since alliances and power blocs are the pivot of international relations. The contemporary strategic rift between the United States and India is evidence of the backfiring of multi-alignment as the U.S. criticizes India on its strategy and close ties with Russia. If this strategic split expands, it reduces India’s technological options, putting serious constraints on its space program that is dependent upon both the U.S. and Russia. India’s strategic ambiguity exposes it to structural pressures and regional security dilemmas by reinforcing perceptions of India as a destabilizing actor in an already fragile strategic environment.

Areesha Manzoor is a Research Assistant at the Centre for International Strategic Studies, Islamabad, researching space politics. Her authorship includes articles and research papers on space politics. The views expressed in this article are the author’s own.

India’s Deep Strategic Culture Beyond the Skies was originally published on Global Security Review.

The New START treaty, signed by the United States and Russia in 2010 and effective in 2011, limited each country to 1,550 deployed strategic nuclear warheads, and 700 deployed intercontinental ballistic missiles (ICBMs), submarine-launched ballistic missiles (SLBMs), and heavy bombers, with a total launcher cap of 800. It includes verification measures like inspections and data exchanges to enhance transparency and predictability in their nuclear relationship. Russia declared itself compliant with the treaty in 2018, completing the required nuclear weapons reductions after seven years.

In January 2021, Presidents Biden and Putin impulsively extended New START for five years, until 2026, as permitted under Article 14 of the treaty. The Biden administration emphasized that the United States could not afford to lose the treaty’s intrusive inspection and notification mechanisms. Officials argued that failure to extend the agreement would significantly reduce U.S. insight into Russia’s long-range nuclear forces, even though on-site inspections had already been paused since the spring of 2020 due to the COVID-19 pandemic. President Biden had hoped to buy time to negotiate a new treaty that might further reduce the U.S. arsenal, while President Putin, having already completed over 70 percent of his nuclear modernization, could continue to decelerate U.S. nuclear modernization efforts. In 2023, Putin suspended Russia’s participation in the New START treaty, citing U.S. “inequality” in support of Ukraine.

New START’s termination may sound like losing guardrails—but there are solid reasons why its expiration is not only manageable and instead arguably acceptable in today’s environment. First, strategic stability—removing incentives to launch a nuclear first strike—among nuclear powers is primarily sustained by strategic deterrence and the intolerable threat of nuclear retaliation rather than by treaty constraints. Both the United States and Russia possess secure second-strike capabilities through diversified and survivable nuclear forces. As long as neither state can expect to eliminate the other’s nuclear arsenal in a first strike, the incentive to initiate nuclear war remains low. This deterrence logic has persisted for decades, including periods when no formal arms-control agreements were in place, and even when such agreements are arbitrarily suspended, demonstrating that stability is rooted in structural realities rather than in legal instruments alone.

Second, the absence of New START does not create strong incentives for rapid or destabilizing arms buildups. The arms constrained under New START are the most predictable and thus the most stable. It is Putin’s novel weapon systems, developed after New START, which are the most destabilizing. Several advanced Russian nuclear delivery systems fall outside New START’s counting rules, highlighting the treaty’s limitations and Putin’s intention to violate the spirit of arms control writ large. The Poseidon nuclear-powered torpedo, an underwater drone rather than a ballistic missile, can travel thousands of miles and deliver a massive nuclear payload without being subject to treaty limits. The Burevestnik/Skyfall nuclear-powered, ground-launched cruise missile similarly avoids New START restrictions, which apply only to air-launched cruise missiles carried by treaty-defined heavy bombers. Likewise, the Kinzhal air-launched ballistic missile is carried by aircraft not classified as heavy bombers under the treaty, meaning its nuclear warheads do not count toward the 1,550 deployed warhead cap. Moreover, the treaty was enacted without thought to the advent of Avangard Hypersonic Glide Vehicles or the heavy Sarmat ICBM with its 10-16 multiple warheads, all meant to compress warning and decision time and avoid missile defenses—the essence of destabilizing capability.

Ironically, the U.S. nuclear modernization program was launched as a central condition for the Senate’s consent to ratify New START in 2010. The Obama administration committed to a long-term, fully funded modernization of all three legs of the nuclear triad, as well as the supporting nuclear weapons infrastructure, deeming modernization essential to maintain a safe, secure, and credible deterrent over time.

The U.S. nuclear triad modernization program is primarily focused on replacing aging systems with more reliable and secure platforms, rather than introducing new capabilities or expanding nuclear capacity. The Department of War has no plans to deploy any additional Sentinel ICBMs beyond the 400 Minuteman IIIs already deployed. Additionally, the 14 Ohio-class SSBNs, each with 20 SLBMs, will be replaced by 12 Columbia-class SSBNs, each with 16 SLBM tubes. This represents a 15 percent reduction in “boomers” and a 20 percent reduction in SLBM capacity. Although the final number of nuclear-capable B-21 Raider bombers remains publicly uncertain, the pressure to maintain a greater number of conventional-only bombers will be politically immense. If this behavior signals an arms race, the U.S. is running in third place.

Third, although New START provided valuable transparency through inspections and data exchanges, its expiration does not eliminate visibility into Russian nuclear forces. The key to New START’s verification was the introduction of a physical inspection method in which inspectors could verify and count missile front ends by examining reentry vehicles on-site. They were able to tally objects on missile fronts by inspecting opened covers that hid technical details. Because on-site inspections have not been conducted in six years, this innovative verification process has been replaced by advanced national technical means (NTM), such as satellite imagery, missile-test detection, and intelligence monitoring. While imperfect, NTM can offer insights into adversary capabilities and deployments without requiring a treaty or on-site access and would continue beyond the treaty’s expiration. The Biden administration’s final compliance report concluded that the United States could not determine whether Russia remained in compliance during 2024 with its obligation to limit deployed warheads on New START–accountable delivery vehicles. Thus, on-site inspections, the secret sauce of New START, have been effectively nullified for 40 percent of the treaty’s existence.

Finally, contemporary strategic stability is influenced by a wider set of factors than those regulated by New START. Missile defense, cyber operations, offensive space systems, drones, artificial intelligence, and precision conventional weapons are now impacting strategic stability, but they remain outside the scope of the treaty. Furthermore, China’s breathtaking expansion of its nuclear arsenal since 2020 has completely altered the geostrategic landscape with the goal of “strategic counterbalance—including nuclear deterrence—to sufficiently deter or restrain U.S. military involvement” in the Asia-Pacific region. China’s historic nuclear buildup—unconstrained by the New START—has made the U.S. homeland increasingly vulnerable to a direct and catastrophic nuclear attack. New START’s limitations, had the treaty continued through 2035, would have effectively relegated U.S. nuclear deterrence capacity to either Russia or China, but not both simultaneously.

Perhaps the greatest tragedy of New START is its omission of a class of nuclear weapons not defined as “strategic.” This has enabled Russia to amass a dominant capacity of smaller, shorter-range nuclear weapons with which to coerce its neighbors and enable its malevolent behavior within its near abroad. While often touted as a 10-to-1 advantage, some experts estimate the real Russian advantage in tactical nuclear weapons at 50-to-1. The Congressional Research Service noted an estimate of Russian nonstrategic nuclear warheads at 1,000 to 5,000, a range so expansive as to undermine meaningful threat assessment—an uncertainty enabled by the New START treaty’s failure to include any accounting mechanisms for these weapons.

Many credit the 2010 New START Treaty with enhancing predictability and confidence between the U.S. and Russia. Negotiated for a markedly different geopolitical era, the treaty ultimately facilitated Russian nuclear coercion and novel force expansion while providing political justification for U.S. self-restraint. Yet the termination of New START does not render the world unsafe or unstable. In practical terms, the international system has already “survived” nearly six years without a fully functional treaty. Enduring deterrence relationships, ongoing—even if limited—transparency through national technical means, and evolving concepts of strategic stability, including parity approaches, all suggest that global security can and will extend beyond New START. Rather than a cause for alarm, the treaty’s demise may warrant cautious celebration: The United States is finally liberated from constraints on both nuclear capability and capacity. If Western democracies are to credibly uphold peace through strength, a robust and flexible nuclear deterrent is essential. With the end of New START, the United States is no longer shackled by an agreement ill-suited to today’s strategic realities.

Col. Curtis McGiffin (U.S. Air Force, Ret.) is Vice President for Education at the National Institute for Deterrence Studies, President of MCG Horizons LLC, and a visiting professor at Missouri State University’s School of Defense and Strategic Studies. The views and opinions expressed in this article are solely those of the author and MCG Horizons LLC, and do not necessarily reflect the views of any other affiliated organization.

No Treaty, No Panic: Deterrence and Stability After New START was originally published on Global Security Review.

In this episode, Adam, Curtis, and Jim tackle a bold and unsettling question:
After America’s successful strike on Iran’s nuclear facilities, is the U.S. truly prepared to defend its nuclear arsenal?

This conversation dives deep into the heart of nuclear strategy and deterrence:

• The critical role of airborne alert systems and the lessons of the Looking Glass mission.
• The tension between traditional deterrence systems and emerging technologies.
• Why visibility, command, and control remain the pillars of credible nuclear deterrence.
• How modernization of nuclear forces shapes the future of U.S. security.

In an age of rapid technological change, understanding deterrence isn’t just for policymakers—it’s vital for anyone who values global stability.

Listen now to uncover why the strength of deterrence rests not just on weapons, but on resilient systems and clear strategy.

#NuclearDeterrence #NationalSecurity #Modernization #CommandAndControl #StrategicStability #DefenseInnovation

Watch now.

Is America Prepared for a Strike Against its Nuclear Command and Control? was originally published on Global Security Review.