• 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.