The Coming Nuclear Hurricane

17 Jul 2025 · 1 h 4 min · 22 chapters

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In short

The episode argues the world is entering a “Category 5 hurricane” of nuclear risk, driven by renewed great-power nuclear competition plus proliferation pressures. It focuses on how the U.S. should rebuild nuclear strategy and credibility of extended deterrence.

Guests

Vipin Narang and Pranay Vadi. Both are described as having overseen nuclear policy in the Pentagon and on the National Security Council.

Key claims

Arms control has largely broken down. China is expanding its nuclear arsenal, including hundreds of ICBM silos, creating new U.S. targeting and deterrence dilemmas. Russia’s nuclear threats in Ukraine signal a more offensive, coercive use of non-strategic nuclear weapons. Iran’s “hedging” strategy may be forced toward a covert weapons program after recent strikes, raising the chance of a future testable device. The U.S. must prioritize “damage limitation” options and strengthen extended deterrence (“hardware and software”), including credible regional deterrence in the Indo-Pacific.

Notable examples

Iran’s hedging since the late 1980s; the “12-day war” and concerns about covert tunnels; North Korea as the “winner” for not waiting; Russia’s 2022 nuclear threats and suspension of New START; China’s silo buildout and projected warhead growth; the 2022 “October 22 crisis.”

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Rising Nuclear Concerns

0:30 to 1:30

Discussion on the increasing number of countries acquiring nuclear capabilities.

“going to see a lot more countries possessing nuclear weapons or nuclear weapons programs in the coming five and 10 years than the decade preceding it.”

Revisiting Nuclear Strategy

1:30 to 1:55

Examining the breakdown of arms control and the resurgence of nuclear threats.

“Editor-at-large Hugh Akin spoke with Narayan Vadi about this changing nuclear landscape and about what the United States must do to survive this new nuclear age.”

Impacts of Recent Conflicts

1:55 to 2:15

Analyzing the implications of recent geopolitical events on nuclear policy.

“I can't think of a more timely piece in view of some of the events we've seen just over the past, literally past few weeks.”

Iran's Nuclear Strategy

2:15 to 11:00

In-depth analysis of Iran’s nuclear program and the consequences of military actions.

“I want to jump into your fascinating piece.”

The New Nuclear Era

11:00 to 14:00

Exploring the shift in nuclear threats and the need for U.S. allies to reconsider their nuclear policies.

“One of the priorities for the United States has to be establishing an agreement that includes a return of the IAEA to Iranian nuclear facilities.”

The Shift in Nuclear Strategy Post-Cold War

14:00 to 18:00

Explore the evolution of nuclear strategy and its implications for global security.

“A lot of the focus was on securing Russian and global fissile material stockpiles.”

Rising Threats: Russia and China

18:00 to 22:40

Discuss the re-emergence of Russia as a nuclear adversary and China's growing capabilities.

“that for 60 years, China was content with a very small arsenal, but it decided that that was not sufficient and is developing, and we point out that this is the biggest shift.”

Deterrence and the Complexity of Nuclear Policy

22:40 to 27:20

Analyze the challenges of maintaining deterrence in a multipolar nuclear landscape.

“But now sort of the operating system in the US is sort of questioning whether we should continue to actually extend deterrence and do allies matter?”

China's ICBM Silos: A New Challenge

28:00 to 29:00

Learn about the significance of China's ICBM silos and their implications for U.S. strategy.

“As we mentioned in the piece, historically, China's had maybe a dozen silos or a couple dozen silos.”

Damage Limitation vs. Counterpopulation Targeting

29:00 to 30:30

Explore the U.S. nuclear strategy prioritizing damage limitation over counterpopulation targeting.

“with a Russia potentially in a European conflict as well.”
Show all 22 chapters

Debunking the Arms Race Myth

30:30 to 36:10

Understand why the idea of an arms race with China and Russia is a misconception.

“quote unquote counterpopulation targeting, right?”

The Evolving Threat of Russia and China

36:10 to 41:30

Discuss the changing nature of nuclear threats posed by Russia and China in modern conflicts.

“targeting policy works are sort of misplaced and misguided.”

Nuclear Weapons in Modern Warfare

41:30 to 42:00

Examine the role of nuclear weapons in contemporary conflicts and their implications.

“If you look at the fall 2022 crisis and you look at the media discussion about is Ukraine security assistance going?”

The Impact of Nuclear Doctrine on Modern Conflicts

42:00 to 45:00

Learn about how Russia's evolving nuclear doctrine affects international security dynamics.

“cross their own red lines, frankly, and provide more and more types of assistance to Ukraine that allowed Ukraine to stripe deeper into Russia.”

Regional Deterrence Capabilities in the Indo-Pacific

45:00 to 48:34

Explore the necessity for dedicated nuclear capabilities in the Indo-Pacific region.

“really needed before because we never faced sort of this threat of regional employment by China or North Korea until the last five years.”

Challenges of Extended Deterrence

48:34 to 52:39

Understand the complexities surrounding the U.S. commitment to extended deterrence.

“And I think one thing for listeners that is important to emphasize is that the modernization program was conceived at a time when none of these challenges were envisioned.”

Future of U.S. Nuclear Policy and Strategy

52:39 to 56:00

Discuss potential strategic decisions for the future of U.S. nuclear policy under new administrations.

“Prioritization does not mean abandoning NATO.”

Managing Deterrence Against Major Powers

56:00 to 57:08

Explore strategies for nuclear deterrence concerning Russia and China.

“Are they focused on this two-peer problem, if you will?”

Implications of the New START Treaty

57:08 to 58:21

Discuss the challenges and potential outcomes surrounding the New START treaty.

“And all of this is going to be kicked off by deciding on an approach to manage the end of the New START treaty in February of next year.”

Concerns Over U.S. Nuclear Policy

58:21 to 1:00:14

Analyze the risks associated with the U.S. nuclear deterrent policy and its credibility.

“And then as Vipin mentioned, if the Russians also deploy a few more warheads to match ours, that should be OK from our perspective because we've already got the Russia deterrence challenge more or less figured out.”

The Global Nuclear Landscape

1:00:14 to 1:02:24

Examine the potential for more countries to pursue nuclear weapons amidst shifting U.S. policies.

“to not stay in the starting block, because that's where we still are.”

The Consequences of Nuclear Inaction

1:02:24 to 1:03:33

Understand the implications of failing to address nuclear arsenals effectively.

“One thing we can control is the credibility of our own extended deterrence architecture.”
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Transcript

Automatic transcript. May contain errors.

0:00I'm Dan Kurtzfelen, and this is the Foreign Affairs Interview.

0:30going to see a lot more countries possessing nuclear weapons or nuclear weapons programs in the coming five and 10 years than the decade preceding it. It wasn't long ago that both heads of state and prominent policymakers could speak seriously about a world without nuclear weapons. But in the course of just a few years, nuclear concerns have come back in force. Arms control has broken down almost entirely. China has started a massive expansion of its arsenal, putting basic assumptions about deterrence and doubt. Vladimir Putin has threatened nuclear use in Ukraine, threats that were taken very seriously by American officials, and proliferation risks have grown with regard both to American adversaries like Iran and to American allies in Europe and Asia, who may no longer trust security commitments from the United States.

1:16Vip and Narang and Pranavadi until recently oversaw nuclear policy in the Pentagon and on the National Security Council. In a new essay for Foreign Affairs, they call the situation nothing short of a Category 5 hurricane. And for the United States, that means putting nuclear strategy back at the center of foreign policy. Editor-at-large Hugh Akin spoke with Narayan Vadi about this changing nuclear landscape and about what the United States must do to survive this new nuclear age.

1:53Vipin and Prane, thanks for being here. I can't think of a more timely piece in view of some of the events we've seen just over the past, literally past few weeks. And I could make a long list here aside from Israel, Iran, a skirmish between Pakistan and India, Ukraine attacking strategic bombers deep inside Russia, just to name three. I want to jump into your fascinating piece. But before we do that, I was wondering if we could just start with Iran, because I think a lot of listeners will want to know your take on that. Given that there's a lot we still don't know, how do you assess those attacks?

2:29And what are the questions we should be asking now? As you mentioned, we wrote a foreign affairs piece, so it felt very timely. And literally, as we were waiting for it to get published, the 12-day war happens. Iran has pursued this hedging proliferation strategy for decades, ever since the late 80s, really, when they began their nuclear program. There's been starts and stops to it. There's obviously been negotiations in the context of JCPOA negotiations and what the Trump administration tried to do after withdrawal. But ultimately, the purpose of that strategy was to build a nuclear program that allowed them to trade pieces of it away for economic relief, deter the United States and Israel from military action because they were threatening that, hey, if you attack us, we will actually go pursue a bomb because we built up this technical capability.

3:15And then, of course, actually develop the research and development needed to pursue a bomb if they decided to do it in the future. And after the airstrikes by Israel and then with the American assistance that fateful Saturday evening, strategy was shown to be completely useless. I mean, Iran now has to make a pretty tough decision and they're left with really bad options. My biggest concern is that now after military attack, as we mentioned in our foreign affairs piece, Iran's essentially left with one real option that hardliners in Tehran may support, which is a covert nuclear weapons program.

3:48And they'll have to be much more purposeful about it, try to hide it away, and do so in one of these tunnels that apparently the massive ordinance penetrator can't reach, which is something that we're reading about as everyone focuses on, did they get all the material, did they get all the centrifuges, etc. So my worry is that we've essentially hit fast forward and forced Iran to choose either capitulation, which is obviously what the Trump administration has put on the table, zero enrichment, civilian-only program, et cetera, or the pursuit of a bomb. And of course, Iran could negotiate, agree to something while covertly pursuing a bomb.

4:23But my biggest concern is that the next time we really hear about Iran's nuclear program, it's going to be when they have a testable nuclear device, and that might be a problem that's left to future administrations. Holding out the possibility that there could actually be some kind of negotiation at this point. Before the war, we were at a point of advancing negotiations and there was talk of different models. A Gulf consortium to do enrichment outside of Iran was one of the ideas in play. Do you see any points of basis for a negotiation at this point, given where Iran is and given where the U.S.

4:58is? Yeah, I mean, I think that the Iranians probably are at their weakest right now and have to try to string the U.S. along in a negotiation, potentially agree to some kind of framework of a deal. And honestly, I actually thought that the administration was getting kind of close to that point before the Israeli airstrikes began. So I don't know if Israel timed these airstrikes to disrupt a deal that was coming together, or if they just felt, based on the information they had available, that there was a closing window for them to damage Iran's nuclear program irreparably. I just think that the ability for this sort of military action, you know, airstrikes to completely decimate Iran's technical capabilities, the know-how they've built up over three decades is asking a lot.

5:42And so, and it doesn't seem like the Trump administration is ready to go any further than they've already gone as it relates to military action. But yeah, I do think that there's a potential, of course, that they could get a deal of some kind. I don't know that it'll look anything like JCPOA. I don't know that how strict it will be, how much Iran's willing to accept stringent verification that lets the IAEA back in, that sort of thing. But for the Trump administration, if they want to preserve this idea that it was sort of mission accomplished and that there is a ceasefire that can be preserved between Israel and Iran, they might want to take some sort of political arrangement that at least buys more time.

6:16I think Pernay hit the nail on the head before the Israeli strike and the 12-day war. I think there was a real chance of at least a deal that bought time for both sides, right? Because I think the Trump administration wanted this to go away. And I think the Iranians wanted to at least buy enough time and maybe in good faith, I don't know. Now, I don't think there's a good faith effort from the Iranians. The two options to stop Iran, I think, from getting a nuclear weapon down the road are, one, some sort of regime change effort. And I think we all sort of think at the back of our heads that one of the aims of the Israeli strike was maybe to try and precipitate regime change, because short of regime change, at least the intent for weaponization down the road will likely continue as the hardliners emboldened with this attack.

7:03The second is sort of a mow the lawn kind of approach where you keep having to go back. A lot of things have to align. I think the Israelis are probably more willing to do that than the Trump administration or the US writ large, I think, across any administration. And so the sort of debate about whether the mop-op, as I call it obliterated Natanz Fordow and Isfahan kind of is the wrong question. It's how much time do we buy before you have to go back and mow the lawn again. And I think those estimates vary, but most of the public reporting is leaning towards the lower end order of months rather than years.

7:41Although there is a sort of outlier from, I think the Israeli assessment is like five years. But I think most assessments are several months because they still have the ability to produce centrifuges. They probably have some in which stockpile remaining once they dig it out. And so the lesson for Iran, I think the big lesson is, as Pradeh pointed out, their strategy since the late 1980s, but really 2003 on, was to sit on the precipice and trade away little bits to get economic relief. But if I were thinking like Iran, the lesson is you can't sit on the precipice next time. You have to go, right?

8:16So this idea of driving the program deeper underground, they have to be worried it's really penetrated though. I mean, I think Israeli intelligence really showed how penetrated the Iranian program was, but you'll have to drive it underground and you don't wait. So the big sort of winner in all of this 12 day war and the Iran sort of unfolding saga, I think is Kim Jong-un actually, who looks like a freaking genius because he just never waited. And he was not going to negotiate away things that he might have found useful for his program. And so if I were to bet it would be short of regime change or a persistent mowing the lawn effort, at some point, Iran gets back on the precipice and sort of follows the Kim Jong-un model and doesn't wait.

8:59And we're confronted with, in Iran, with at least a minimal nuclear capability at some point. In essence, we're at the end of the threshold strategy. Yeah, and that will reverberate I think across – sort of as we think about other proliferators down the road. The idea of sort of hedging for long periods of time I think has just proven too risky if Libya, Syria, Iran, now you have three. Now, they all happen to be sort of in the Middle East and in the Israeli crosshairs. But like if you're a US ally thinking about nuclear weapons and you're close, why wait? Why face the prospect of future coercion or military attack either from the patron in this case or the common adversary, right?

9:42So if we get to the point where South Korea is thinking about its own nuclear weapons, which I hope we don't, China and North Korea both might have an incentive to try and kill it. So they can't wait. And I think that's the big lesson for all proliferators from the Iran – sort of the Iraq case. And Iran is not Iraq, but you might remember, you know, the Israelis set back Iraq's nuclear program in the early 1980s by bombing the Osiric nuclear reactor. That also led Saddam Hussein to then take his WMD programs deeper underground and try to protect them, not just physically, but also from an intelligence perspective.

10:16And then, you know, obviously we know how that story ends with two Gulf Wars and tens of thousands of dead on the U.S. side and coalition forces. But, you know, he halted a lot of work to try to comply with U.N. resolutions. There are a lot of open questions because Iraq was not answering those questions and it led to military conflict. So this kind of military counter-proliferation approach, it's hard to get final. And as Vipin has described, generally speaking, you know, your 100 percent confidence comes from a pretty extravagant military action such as an invasion, regime change, et cetera.

10:46And I think for the American people, at least in our country in this day and age, people don't seem interested in that type of military campaign anymore. And so this is where if the U.S. and the Iranians actually do meet soon, I know they're supposed to meet in Oslo in the coming weeks or days. One of the priorities for the United States has to be establishing an agreement that includes a return of the IAEA to Iranian nuclear facilities. the most stringent verification measures possible, stronger than JCPOA if they can, because you can't let the Iranians go underground for all of the risks that Vipin has highlighted.

11:17This has to be running through hardliners' minds in Tehran right now that they can't wait. They have to go. If they're going to have a nuclear program, it's got to be purposefully driven towards getting a testable weapon. Thinking about the implications for proliferation and, as you said now, the appeal of North Korea, this, I think, takes us nicely into your own piece in which you take up this issue that we're suddenly in an era where actually close allies of the U.S. could be contemplating nuclear weapons. And we have a short and a longer list of which countries those might be, but obviously South Korea, maybe Poland.

11:55And once this starts, it's a kind of, it seems a genie out of the bottle situation. I want to start with your piece, how to survive the new nuclear age. You have this expression that I think has already been picked up by a number of commentators. A category five hurricane of nuclear threats is on the way. Pernet didn't like it. I'm going to take credit for that one. Pernet was like, really? It seemed a little dramatic. It just seemed a little dramatic. It's evocative. It is dramatic. I mean, I think we're nothing short of in a dramatic new era. The convergence, what I like about the metaphor is, you know, you've got storm clouds over the horizon and they strengthen when they converge in, you know, suddenly into a massive storm.

12:41And if you're unprepared, then it can do catastrophic damage. But if you prepare for it, you can at least sort of weather the storm. And I think that's sort of the concept behind the metaphor, soundbite aside. I like it. Well, if it seemed dramatic, as we were going to press, I think events have since proven that in fact, we are in a kind of hurricane season. That's right. And I want to talk about each of those threats because I think it's really useful to walk through this and to understand why this is not just Iran or not just North Korea, but part of a larger picture of a really large scale shift that has taken place really quickly over the last few years.

13:19And you start the piece in the Halkian days of 2009, at least from a nuclear perspective. And I just think it might be helpful for listeners to hear what was the context back then? And because it turns out to be a fairly important contrast to setting up the shift that we're dealing with today. The post-Cold War nuclear environment was one where I think central to US leaders' beliefs was the idea that great power nuclear competition was over and would not return. So in 2009, President Obama's famous Prague speech, we had weathered the reductions of the early 1990s. A lot of the focus was on securing Russian and global fissile material stockpiles.

14:09And then 9-11 happens and the focus on nuclear terrorism and rogue states with nuclear weapons, quote unquote, rogue states with nuclear weapons. So that the problem was counterproliferation focused, not nuclear strategy. In fact, for almost at that point, 20 years, the US didn't really have to think about nuclear strategy. We had four deployed nuclear weapons in Europe where the Europeans who hosted them didn't really want them, didn't know what to do with them. There was a real question about the future of our stockpile and our force structure. There were calls about removing an entire leg of the triad, the triad composed of submarine-based forces, the ICBMs on land and our bombers.

14:49there was a significant push to get rid of an entire leg, the land leg, notably. And so there was this assumption not only that nuclear weapons were reduced in salience, but that the central issues were nuclear terrorism, rogue state proliferation like Iraq, Syria, Libya, Iran, North Korea. And then you had sort of India-Pakistan fighting amongst themselves. For example, New START, which was ratified in 2011, is the last remaining vestige of sort of the arms, by-law arms control with Russia. And it capped our strategic deployments at 1550. But the assumption was actually that we keep having stepwise reductions with Russia.

15:32And that's reflected, as we point out in the piece, in the modernization program, which was sort of in exchange for ratification of New START, the Obama administration committed, along with Republicans to replacing each leg of the triad, but it didn't do it with urgency and it didn't do it on a one-for-one basis. So the biggest, and we point this out, the biggest sort of gap in the modernization program is the submarine-based leg, which has a reduction in essentially a 43 % reduction in capability and capacity, even sized as designed in 2010, 2011. on the assumption, I think, that sort of great power nuclear competition was over.

16:17And the following decade, despite US efforts to continue to promote arms control and sort of risk reduction with Russia and also with China and North Korea, turned out to be a rude awakening, I think, for American leaders. So Russia in 2014 invades Crimea. I think Europe sort of wakes up to it. But there's a little bit of sort of excusing away Crimea because it's Russian-speaking populations. But 2022, the invasion of Ukraine, there's no doubt anymore that revisionist Russia is back. So Russia, in the span of five to 10 years, goes from being a quote-unquote partner to NATO to an adversary again.

16:59So Russia, as I think both of us have sort of characterized it in the past as sort of a gas station with nuclear weapons. but it's got a lot of nuclear weapons. And now we're confronted with a Russia that has a lot of nuclear weapons and is using those nuclear weapons to achieve its ambitions in Europe. And we haven't confronted that since the Cold War and in different ways this time. And we never accounted for or anticipated the fact that Xi Jinping would wake up sometime in the 2010s, I don't know when, and decide, you know what, I'm going to be a nuclear superpower because he also has global ambitions.

17:35And seeing what Russia is using nuclear weapons for and how they're using them, it's sort of not surprising that China would wake up one day and say, these might be useful to achieve their regional and global ambitions using the threat of first use against US forces to take Taiwan, deter us unwinding aggression. And I think the surprise is sort of, we just were lulled in complacency that for 60 years, China was content with a very small arsenal, but it decided that that was not sufficient and is developing, and we point out that this is the biggest shift. It is developing not just a size, but a composition of an arsenal that is really designed to break our four-sizing principle, which was historically always sized and focused only on Russia and the Soviet Union.

18:25So now we have to focus on two great powers. All the while, you've got a North Korea that is threatening South Korea and US allies, and you've got India-Pakistan, and you've got Israel-Iran, and you've got all these other threats still lurking that we had to deal with. But now the return of great power nuclear competition I think is the biggest shift from the 2009, 2010 years. Yeah, I just I want to unpack one portion of what Vipin said, because oftentimes, you know, nuclear experts like us, we end up having to try to talk about kind of geostrategy and international politics, because frankly, at least through the Cold War that Vipin and I have studied and written about and as part of why we have the sort of takes we do on nuclear policy.

19:06Nuclear weapons are really an important part of international politics. And so when Vipin refers to this sort of reemergence of major power nuclear competition, I think it's really important for listeners and readers of foreign affairs to understand. We're talking about a 2009 timeframe where essentially the relevance of a large and diverse nuclear weapons arsenal to major power relations had ebbed. Since the end of the Cold War, the United States and the Soviet Union then turned into Russia. They didn't really compete anymore as it related to nuclear weapons. In fact, they were trying to find ways to get rid of their nuclear weapons, which were expensive, so they wouldn't have to continue to pay tons and tons of money to replace them over decades.

19:45And so you have the stepwise strategic arms reduction process that began in the late 80s with the START treaty being signed by First President Bush in 91, leading into the Moscow Treaty and the New START Treaty. Both countries looking for ways to slowly get rid of these excess nuclear weapons that they had. Now we're in an era where obviously nuclear weapons are extremely relevant to international politics. again. As Vipin mentioned, Russia has invaded Ukraine under the shadow of its nuclear arsenal. A lot of the concerns we have about China's timeline, as it might relate to our reunification effort with Taiwan, are related to military modernization, including massive expansion in its nuclear arsenal.

20:23And so we see that these countries that are nuclear weapons possessors are trying to wield nuclear weapons behind the scenes to try to advance their own foreign policy objectives. And in the case of Russia and China, as we highlight in the piece, it's to advance revisionist objectives, essentially. So the United States is a status quo power, not just status quo in the sense that our arsenal is not really growing much in size over the next decade or two, but also status quo in the sense that we're trying to hold together the international order and use our nuclear weapons to extend deterrence to our allies so they don't proliferate and they feel like their security is taken care of as well.

20:54We have to figure out what we need to do with our strategy and our arsenal, potentially more different and better, as we refer to in the article, to ensure that we are able to preserve the rules-based international order. If you asked us 15 years ago, we probably would say, I don't really know if a new SSBN or an ICBM matters that much for the U.S. to hold the U.N. system together or the rules-based international order together. Now, at least as nuclear strategists, we're thinking, man, this is really one of the most important national tools. And our national leaders, those in this administration and future administrations, have to think about the relevance of nuclear weapons to U.S.

21:31foreign policy, period. Extended deterrence is central to US nuclear strategy and foreign policy. It is what keeps our alliance structure, our formal alliance structure, NATO and the Indo-Pacific together. And it is the best non-proliferation tool we've had for 75 years. And the way to maintain the credibility of extended deterrence is not just capabilities, right? Capabilities do matter. I was just, Pernod and I were both spending time with allies. And they understand that in this new world, the US can't just sit still and does need to think about, does it have the right set and mix of capabilities?

22:06Not just more, but this is where the difference comes in. We're trying to deter Russian non-strategic nuclear weapons use. Are we able to do that in a credible way? And those are sort of the nuclear wonky questions. The bigger geopolitical questions are, do we still care about the allies? And those are central questions, I think, for, you know, in US domestic politics right now and, you know, across the world. And so you need both the, what we call the hardware and the software. And, you know, we, in the Biden administration, you know, Pernay led efforts at the White House and, you know, I worked at DOD to install sort of new extended deterrence software.

22:42But now sort of the operating system in the US is sort of questioning whether we should continue to actually extend deterrence and do allies matter? I mean, And this is also in the foreign affairs issues, right? Do allies matter anymore? Corey Shockey's piece. And we strongly believe they do because they're a force multiplier for US security. They're strengthened unity, presenting a unified front to our common adversaries. It keeps markets open for the US and the Indo-Pacific and in Europe. And it gives us free access to exquisite geography to help better deter the adversaries. And so we're strongly in the view that extended deterrence not only needs to continue, but needs to be strengthened.

23:20We'll be back after a short break. Did you know that foreign affairs editor Dan Kurtzvallin sends a free newsletter every Saturday? Visit foreignaffairs.com slash spotlight to get the editor spotlight. A weekly email from Dan featuring more of the helpful context and clear analysis that you get here on the podcast. That's foreignaffairs.com slash spotlight. Sign up today.

23:48And now, back to my conversation with Vipin Narang and Pranay Vadi. The question about China seems so central to this, and I wonder if you can connect that to strategy, because I think this is something that maybe is insufficiently understood outside of the nuclear community. So China was always a nuclear power with its very small force. But the larger point was that you had two superpowers and you had a set of assumptions based on this equilibrium of two powers. And that continued even after the Cold War. You guys saw this up front when this shift happened. But suddenly around 2020 or so, China is building hundreds of ICBM missile silos.

24:32And this is upsetting that equilibrium. What is the sort of strategic meaning of this? And why is that such a big challenge? This is probably one of the denser parts of our article. And we tried, and thank you for bearing with us as we tried to make it presentable to the world. We were trying to explain exactly this point, right? Why are these two Biden administration officials who worked in nuclear policy coming out there and sort of flashing a blinking yellow light about these silos? And what does it mean? Why does it change anything? The U.S. has 3 ,700 nuclear weapons and has hundreds of silos.

25:07It's got hundreds of launchers on SSBNs that are deep under the water. It's got nearly 100 bombers that can deliver nuclear weapons. What's the big deal? So with China's silos, combined with the number of warheads they're producing, so potentially 1 ,000 in 2030, maybe up to 1 ,500 or more after 2035, they're presenting 300-plus new things that U.S. nuclear weapons need to hold at risk if we want to deter China in the way that we have deterred Russia. And let me unpack that a little bit. The United States has historically predicated our ability to deter a major power adversary with a large and diverse nuclear arsenal, first with the Soviet Union, then Russia, and now it's Russia and China, by being able to both hold at risk the things that the country thinks are most important.

Read the full transcript

25:55So in an autocratic regime, for example, regime stability, the centers of power, et cetera, as well as their nuclear weapons, which they can use to hurt the United States and hurt allies. Part of the reason we did this, as we touched on, is for extended deterrence. It was really hard to convince allies in the late 50s that we're willing to trade Washington for Berlin because we essentially promised, like, don't worry, we're not going to have a lot of conventional forces on your territory. We're not going to have nuclear weapons forward deployed on your territory in West Germany. But if the Soviets come across the line, don't worry, our bombers will be in the air.

26:28We're on our way to Moscow and we'll nuke them. And the Soviets know that. So they're never going to try and test us. Well, multiple Berlin crises later, allies are nervous and we need to come up with a better plan. One part of that plan is the United States deciding they're going to both forward deploy nuclear weapons to assure allies. They can actually sort of see the representation of extended deterrence on their own territory, but also develop the types of nuclear weapons capabilities that are fast and accurate, that could actually destroy nuclear weapons that an adversary has on their territory or has on a allied territory like a Warsaw Pact country before they can ever get off the ground.

27:03Now, I think a lot of people think that when we talk about the damage limitation in our piece, we're referring to the U.S. wanting to, you know, engage in nuclear preemption or things like that. But the fact of the matter is, if the United States is expected to try to restore nuclear deterrence in a regional war, a limited war, let's say, over Taiwan or over NATO territory against Russia. You want to be able to ensure that a president is able to potentially engage in an escalating conventional conflict, potentially need to respond to limited nuclear use with our own limited nuclear use, while also having an option in the back of his mind that if this continues to get out of control, the United States is going to be able to try to destroy, defeat and intercept, if you think about missile defense as well, as part of the equation, all of these nuclear capabilities before they can do as much damage as possible.

27:54Now, the reason that China becomes so significant in this is we've only ever had to do that with Russia. We've always treated China as a lesser included case. As we mentioned in the piece, historically, China's had maybe a dozen silos or a couple dozen silos. Slow liquid-fueled ICBMs take hours to get ready, potentially. Now they're developing these silos where they can put solid fuel large ICBMs, put lots of warheads on each of those ICBMs, and it creates hundreds of new targets that the United States has to think about. The reason silo ICBMs are so significant, of course, is that given the hardness, given the fact that they're underground, given the fact that they're way in the hinterlands, these aren't easy things for us to engage with conventional weapons.

28:34You traditionally need a hard target kill ability to go after ICBM silos. And so China producing all of these silos, putting ICBMs in them and loading warheads on them, which I think they're going to do progressively as they build their warhead stockpile, is going to create this challenge for the United States in the coming five and 10 years, where we just may not have enough weapons available to both convince China that they shouldn't engage in limited nuclear use or engage in a conflict with Taiwan that could escalate, while also being engaged with a Russia potentially in a European conflict as well.

29:07As Vip had mentioned, if China had chosen to put all these new warheads on submarines or at air bases, that's a conventional problem. The United States probably doesn't need to worry about those beyond what we already do today. But they specifically chose to do silos. It creates unprecedented dilemmas for our force posture. You can't treat Russia and China in isolation anymore. Because if we are in a deep crisis or conflict with Russia, and China has regional revisionist ambitions, it may seize that opportunity to start the music, in which case you will have to be forced to deter both in theater and in terms of strategic escalation at the same time.

29:50And it's not as if you have the luxury of saying, well, if I'm in a crisis with Russia, I can just ignore China. Or if I'm in a crisis with China, I can ignore Russia. So you have to think for the first time about what it means to have sufficient capability and to implement what is our enduring strategy. We go to some length to explain why we believe the enduring strategy, which prioritizes an option for damage limitation, just an option, by the way. It's not a requirement for damage, it's an option for damage limitation, to preserve American and allied lives and to limit the damage to the US homeland and allies is still sort of the preferable strategy as opposed to when you hear a shift in strategy to quote unquote counterpopulation targeting, right?

30:33Just city busters. Well, that exposes the US, If you don't destroy Russian or Chinese capabilities or hold them at risk, then you've just exposed the US homeland and allied territory to massive reprisal that could end society as we know it. And so we prioritize this concept of meaningful damage limitation, which has been enduring US strategy. And our recommendations, I think, settle on this doesn't require having more nuclear weapons than Russia and China combined, because that's not how that strategy works. It's not a warhead count. It's do you have sufficient capability to induce in both Moscow and Beijing's minds that they will not have enough capability to achieve their political military objectives?

31:21And that isn't a math that requires the combined total warheads, right? So it's a modest increase, we argue, to implement this strategy. It's not an arms race. And by the way, we're not the ones racing. The Chinese and the Russians are already dead down the straightaway, and we're stuck in the starting block. So this criticism that we're sort of promoting an arms race, I think, is sort of misplaced. But I mean, this is why China creates dilemmas for our strategy. I think that's a really key point. And to be clear, the counterforce targeting, which is the kind of existing model as you're describing it, The arsenal is aimed at damage limitation by matching targets of the adversary's nuclear force.

32:03So you want to be able to eliminate the force. We're not targeting Russian cities or Chinese cities. And that would be a shift in strategy that some argue, I take it, would allow the force not to have to grow. And the other assumption is, which you challenge, is that if we stick to the existing strategy, we're going to have to essentially double the force. We have to have enough to match China and Russia combined. Can you just walk us through why that isn't actually accurate and it's a more complicated equation? I think there's a bit of a straw man that's used. So when, you know, Vibin and I, people like us who are advocating for essentially retaining what the United States has done for the last six or seven decades have this damage limitation objective in addition to sufficient forces to, you know, be able to deter a second adversary.

32:53I think maybe we need to be a little more specific. We're not talking about doubling the force. We're not talking about Russia, China plus one. Really what the United States needs to be able to do under this strategy is ensure that the prompt nuclear weapons of Russia and China are held at risk. Submarines, aircraft, the sort of tactile theater range missiles, that sort of thing. A lot of those are things that can be targeted using different types of capabilities. They don't necessarily need U.S. nuclear capabilities. Some of them do. Some of them don't. So the reason that we are suggesting that there might need to be more deployed U.S.

33:27nuclear weapons is because of China's silos. Those are prompt nuclear weapons on ICBMs. They can get out of the ground quickly if China has adequate warning, and they can shower the United States or ally territory with warheads. Those are the types of things that you need to focus on in a strategy that's based on damage limitation. But the fact that China has 1 ,500 warheads doesn't mean we need to target every single one of those warheads with a U.S. nuclear weapon, right? Ten of those warheads might be on a single missile. 200 of those warheads might be on a single SSBN that an attack submarine could sink.

34:00So I think that having to break down the math, it's not just sort of linear numbers. It is apples, oranges, and pears that you have to think about as well. I think a lot of even nuclear experts are either willfully misleading or ignorant about their targeting strategy, which is the US uses its strategic warheads to hold at risk a certain subset of delivery systems in the adversary, not adversary warheads. So for example, if Russia were to upload onto its existing delivery system, so Russia has 1550 warheads approximately deployed on its existing delivery systems, it could double that to 3 ,000.

34:40And it wouldn't change a single thing about our posture. We would not have to increase our deployed number of warheads if Russia decided to go to 3 ,000 deployed warheads on its existing delivery systems. What does change our calculation is, as Pernay said, the Chinese ICBM silos, not the SSBNs, not the bomber force, but the ICBM silos. So that's what's driving sort of the math here. And it's not a warhead count, right? It's not, oh, Russia has 3 ,000 deployed, so we need to have 3 ,000 deployed. The strategy is, I think, more nuanced and sophisticated than that. And I think the response I have to those who are allergic to the idea of more deployed weapons – remember, we're not even talking about growing the stockpile of our existing nuclear forces.

35:29we're talking about moving some weapons from the stockpile to the deployed force to be able to strengthen deterrence, to reduce the risk that nuclear weapons are used, and to make extended deterrence more credible to stop our allies from thinking about nuclear weapons and maintain alliance cohesion. And so, you know, I think a lot of folks say they love the allies, but then aren't willing to do what it takes to actually assure the allies, particularly when it doesn't require building more nuclear weapons or engaging in an arms race. And so I think a good faith debate on this is important and necessary, but it needs to be in good faith, right?

36:06I think, you know, some of the accusations made about how U.S. targeting policy works are sort of misplaced and misguided. Core to the U.S. retaining this position in the world is going to be the maintenance of this strategy. I'm not saying that the U.S. needs to have the largest nuclear arsenal in the world for all the reasons that Vipin mentioned. I think we have a smaller arsenal overall than Russia right now. And that's okay. We tend to try to compare ourselves. Sometimes people see Russia develops a capability. They argue the U.S. needs the exact same thing. That's not what we're doing in this article.

36:34We're essentially saying that at a strategic level, the United States needs to retain these core components of its nuclear strategy. And frankly, it's much more important now that they retain these core components because underneath what undergirds U.S. nuclear strategy are these separate policies related to extended deterrence, modernizing a nuclear arsenal, non-proliferation, and arms control and the ability to pursue arms reductions in the future. We have to retain our nuclear strategy in order to advance our policies in all of those areas still, in addition to, as I mentioned, trying to preserve the international order against revisionist powers that are huge, wealthy, have lots of nuclear weapons, and are willing to wield them to try to take over smaller countries next to them.

37:15Another key point in your article, and you mentioned it here when you talk about Russia, is that the threat posed by Russia now is quite different in a way than China. And we've seen that in the case of Ukraine. Many people will have followed this, that Russia on the back foot towards the end of 2022 is really threatening nuclear use in a way that is new or has not been seen in decades. And And what is so alarming about that, as I think you point out in the article, is that this is a different conception of nuclear strategy. This is an offensive conception of shielding some kind of conventional action with implications for other powers.

37:57Can you just talk about that? And why is that? It's not just about Ukraine. This is a larger issue. When I was a graduate student and everyone told me not to work on nuclear strategy because it was dead, I cut my teeth on India-Pakistan. And Pakistan has a very acute security dilemma from its perspective, which is a conventionally superior nuclear India. And it was sort of – it's in the strategic competition that believes with India and developed a nuclear strategy that over time has enabled subconventional aggression, terrorism against the Indian homeland, deep in the Indian homeland, right? Bombay in 2008, this latest attack in Pahalgam, and uses the threat of nuclear weapons to deter conventional retaliation.

38:43And so Pakistan was like the OG for like showing the world how a reliance on nuclear weapons can enable an offensive strategy. Now for Pakistan, it was really like subconventional as terrorism. But Russia, with the tables now turned being the conventionally inferior power, but having sort of localized advantages in its near abroad, I think realized that it could attempt territorial revision and then use the threat quickly and then use the threat of nuclear use, limited nuclear use. It has this inventory of up to 2 ,000 treaty unrestricted, unaccounted for non-strategic nuclear weapons. Those are not accounted for by New START.

39:25and could use that huge inventory to deter NATO unwinding of its conventional aggression. And it sort of used that playbook in Crimea, but then to greater effect in 2022. And we sort of referenced this in the article, but Jake Sullivan and Colin Kahl have all talked about the October 22 crisis, the fall 22 crisis, because it actually spanned beyond just October. And that was sort of this moment where there was a fear that Russian lines would collapse, particularly in the south and Ukraine, and it might resort credibly to non-strategic nuclear weapons use to stave off that collapse or at least try to reverse it.

40:06It's tempting to be complacent or at least sort of optimistic that nuclear weapon use didn't occur then and Putin didn't reach for non-strategic nuclear weapons use. But I would only point out that the conditions where he would use them weren't met. So it wasn't a fair test about Putin's risk tolerance to use nuclear weapons, and I would argue it didn't dissipate through the course of the war and is not over. I would not put it beyond Putin to sort of violate the quote unquote taboo if it suited his interests or Russia more broadly. And so fast forward to China, you're thinking about a Taiwan invasion and you look at what China is developing in terms of not just a strategic force, but also its theater nuclear forces alongside this huge suite of conventional ballistic missiles.

40:53This is a China that is developing a forced posture to enable the same kind of strategy against Taiwan or South China Sea or sort of anywhere else in its region where it can attempt territorial revision or aggression and then use a threat of limited first use to deter the US and its allies from unwinding that aggression. So I think this is now a feature of the new nuclear age that we were not really accustomed to during the Cold War because we were the conventionally inferior power to the Cold War, right? So we were the ones threatening to go first. Now it's our adversaries, and that has huge implications.

41:27Oh, and by the way, don't sleep on North Korea. Same problem. Yeah, and I think as Vipin highlights, this really crystallized. If you look at the fall 2022 crisis and you look at the media discussion about is Ukraine security assistance going? Is it going to include Abrams? Is it going to include F-16s? Why is the U.S. being so slow, etc.? it's really hard to piece together something significant that has really happened here, which is that we saw a credible threat of Russian nuclear use. We saw that sort of crisis abate because conditions weren't met as they've been described. And then you saw everyone just get back into the game.

41:59You saw the United States and European allies actually provide more and more, cross their own red lines, frankly, and provide more and more types of assistance to Ukraine that allowed Ukraine to stripe deeper into Russia. you saw Russia essentially shrug, suspend the New START treaty, continue to issue nuclear threats and use nuclear rhetoric and sort of raise the temperature on the kind of nuclear part of the conversation internationally, and also revise this nuclear doctrine saying that it's willing to attack nuclear weapon states that are supporting non-nuclear weapon states whom Russia is engaged in a conflict with, clearly a way to describe the United States, United Kingdom, and France who are supporting Ukraine in its war against Russia.

42:36And so this is sort of a harbinger of the age that we're entering, where we're going to see nuclear weapons intermixed in these conflicts, perhaps proxy conflicts, perhaps direct conflicts between the United States and its adversaries, while everyone still tries to do what they need to do in terms of security assistance, conventional war fighting, et cetera. And the nuclear risk is going to always be a part of any confrontation now that involves one of these two adversaries. As you look at the nuclear force and thinking about how to strategically align it with these kinds of current threats, are there options or ways of structuring the force that would have given the United States different options in 2022 had that crisis happened and had we already made certain changes?

43:21Or would there have been a way to stave off this kind of threat? Or what is the sort of approach for that, given that we're likely to see this again? I mean, one point is that sort of decisions made now about capabilities don't come to fruition for at least a decade, if not longer, even with regional capabilities, which can be fueled quicker. But the fall 22 crisis crystallized, for me, this congressional sort of push and requirement then that the Department of Defense, along with the Department of Energy, develop a dedicated regional capability primarily for the maritime environment in the Indo-Pacific.

43:57because for me, the one lesson was, okay, you may not be able to develop a capability anytime soon that changes our flexibility in Europe because we just consolidated down to the modernized B61, TAC-12, and F-35, and that is fit for purpose now. It did suggest, look, we need to think about what comes next in Europe. And Pranay and I mentioned both an air launch capability or ground launch capability to provide more flexibility as Russia develops more sophisticated integrated air and missile defense, especially, right? Because the B61 has to be delivered to target. It's a gravity bomb. But in the Indo-Pacific, our cabinet, as we say, was pretty bare.

44:36And you don't want a fight in the Indo-Pacific where the president's only choice, if we're sort of losing a conventional conflict or winning a conventional conflict, and China reaches for a theater nuclear capability, you don't want any president to ever be in a position where the only choice is to go big or go home. And so it really galvanized, I think, in my mind, the idea we needed a dedicated regional deterrence capability for the Indo-Pacific, which we've never really needed before because we never faced sort of this threat of regional employment by China or North Korea until the last five years.

45:10You know, they're different geographies. You can't use the same capability in, you know, sort of land Europe that works there in the Indo-Pacific because the tyranny of geography, you know, makes an aircraft deliverer of gravity bombs sort of not all that credible in the Indo-Pacific. And so I think that was a real lesson from October 22 for me. And the idea that you always want to be focused on what are we trying to deter? Who are we trying to deter and where, right? And because we are extending deterrence and facing adversaries across two vast oceans. Nobody else does that. And so the mix of capabilities that we need to deter and assure is different from what China and Russia have.

45:52And so we always want to be attuned to that. And that's sort of what Pranay and I worked on in the last couple of years in the administration. And the relevance of regional nuclear capabilities sort of paces this shift in foreign policy objectives of the adversaries, right? I think, you know, in the Obama administration, we didn't really talk that much about the need for loyal nuclear capabilities beyond modernizing the gravity bomb in Europe that Fittman mentioned, the b61 because we weren't really worried about conventional war being initiated under a nuclear shadow save for maybe north korea but even then north korea's arsenal is very different you know 15 years ago than it is today now it's kind of all we talk about right especially in the nuclear community we're worried and frankly in the defense community writ large we're worried about a china attempted military reunification with taiwan we're worried about what is putin going to do after ukraine or what more can putin do in ukraine or what will he do against moldova or what could he do against a NATO ally.

46:43And all of this is going to be predicated by these large nuclear armed adversaries reminding the world as they embark upon some sort of ambitious or aggressive military campaign or political and military campaign against a smaller neighbor, reminding the world frequently like, hey, we have a lot of nuclear weapons and we're going to parade them in our capital cities and we're going to wield them as necessary to keep the United States out of our neck of the woods. This is where regional nuclear capabilities have become more important, unfortunately, because we're worried about these conflicts being initiated, perhaps at the same time, perhaps sequentially, or perhaps one at a time in parts of the world that are far away.

47:19We're lucky in Europe to have a NATO alliance and a coordination body at NATO, something that Vipin led during his time at the Defense Department to talk about nuclear weapons issues with 30 plus allies all at once. We do not have that in Asia. We don't have any forward deployed weapons. We're extremely reliant on what will be attack submarines and ballistic missile submarines for nuclear deterrence in the theater and that's probably not going to change anytime soon because the us is unlikely to deploy b61s and f-35s like we have in europe on taiwan or south korea or japan in the near future we're at a position right now in the next five to ten years where the united states is struggling to modernize the strategic nuclear arsenal and struggling even more to introduce new capabilities quickly and so something that can help with the regional nuclear deterrence question, we shouldn't be too picky as to what that is.

48:10If we could get an air launch capability on an F-35, because we already have tons of F-35s, I think that would be better and faster. The question is, can the U.S. do it? And we have a lot of doubts that our complex is able to support a quick change, though I do think that's something that we worked on together in the last administration and certainly the new administration should work on as well, figure out a way to get our complex to be a little bit more responsive to this rapidly changing geopolitical environment. And I think one thing for listeners that is important to emphasize is that the modernization program was conceived at a time when none of these challenges were envisioned.

48:43And so, you know, the idea that like the modernization program is going to be sufficient in terms of types and maybe even numbers, I think on its face is sort of litigatable at the very least. And so, you know, there is the launcher cliff, the consolidation of the B61-12. And so the idea that it's sacrosanct, given challenges that we didn't anticipate or account for, I think, needs to be reopened. And that's one of the points of the article, too, right? Like, we need to think about very strategically, what do we need to deter and assure and not be sort of just beholden to decisions that were made 15 years ago in a completely different environment?

49:21One of the great things about your article is the final section where you kind of step back and say, we're in the world of the possible. What can we do? And you lay out some really important solutions I want to talk about in a second. But before we do that, let's talk about extended deterrence for a minute, because I think that here again, we have a new situation and you've described two acute pressures on extended deterrence. One is that suddenly we're in this world of regional threats that we haven't really seen before. And the other, of course, is that the U.S. is in a new position in which there are questions about its ability to sustain that extended deterrence umbrella, which only the U.S.

50:00has done for 80 years. And can you just lay out that challenge and what are the key issues here? I think there are two challenges for extended deterrence. We both argue that extended deterrence is not just good for allies, it's good for the US, and it's good for the world. It is our greatest nonproliferation tool. I would argue that of our 34, 35 formal allies, the lone exception for the one that decided that it would not live under the US extended deterrence umbrella was France. The UK got nuclear weapons before extended deterrence architecture really evolved, and it was sort of the legacy of the Manhattan Project.

50:38So France, at De Gaulle, is the only leader who decided, you know what, I'm going to go on my own. But otherwise, it's been remarkably successful. And right now, I would say the question about our ability to maintain extended deterrence is actually easier. We know what we need to do to maintain the credibility of our extended deterrent to convince adversaries and our allies that we can successfully limit damage to them and to the homeland in two theaters. That's actually conceptually a lot easier. I think the real questions are about our willingness. And we're seeing a strain in US domestic politics that, you know, whether it's prioritizers who focus on China, if you're in NATO, prioritizers are still sort of, you know, there's a real question about your commitment to the extended deterrence in NATO, right?

51:25And then there's the isolationist wing, which is just come home America. For 75 years, we've had a bipartisan commitment to our extended deterrence commitments. And we've had sort of questions of credibility in the past, but not of this flavor. It's often been about specific systems and Republicans and Democrats both agreed on the importance of extended deterrence, but disagreed sometimes about how to best obtain it. Now there are real questions about whether we should even do it. And if we do do it, should we prioritize one theater over the other? And that has huge implications, I think, for both, not just nuclear walks.

52:02And this is really our big takeaway from the article, I hope, is this is important to American foreign policy writ large. This isn't a debate for Pernay, myself, and you. This is our most senior leaders, our presidents, our secretaries, our national security advisors have skin in the game about the future of American foreign policy and grand strategy here. Do we think our commitments to Europe still matter? Does Europe still matter for American grand strategy? Can we walk and chew gum at the same time? I think we're of the view that we can. We've done it in the past. And this idea of prioritizing is important, but it doesn't mean abandoning.

52:39Prioritization does not mean abandoning NATO. And I want to be clear, I'm not sure the Trump administration is going to do that. I think there's still a debate as to what, you know, sort of our grand strategic posture is going to be. But I think those are the fears in Europe, right? Having just come back from Europe, I think the fear is they hear the word prioritization, and for them, that is covert for abandonment of Europe. And I think we both believe that that is not fit for a superpower and that we can both, we can, we can maintain our credible extended deterrence payments in both theaters at the same time.

53:09The only point I'll add is, Vibben and I have been saying this a lot, but if setting aside the kind of unpredictability of the current administration, what allies think about Washington, if the difference between a U.S. ally proliferating and beginning their own nuclear program, potentially getting into a conflict as a result of it, or staying under the extended deterrence umbrella, is the United States deploying 200 more warheads on its ICBMs or 300 more warheads on its submarines at sea? you know, not growing the arsenal per se, but deploying more warheads because we're trying to deal with these two large nuclear armed adversaries at the same time, while convincing our allies that we're able to deal with both of those adversaries at the same time.

53:45If that prevents an ally from going nuclear and keeps the number of states that possess nuclear weapons where it is today, you do that deal 10 times out of 10. I would take that deal any day of the week and twice on Sunday. We fluctuated our nuclear arsenal over the course of the Cold War, in part because we're just pumping out warheads like crazy before we even knew what to do with them. But also eventually, in furtherance of a pretty tight nuclear strategy that required us to do more and have a larger arsenal than we would if we were just worried about defending the U.S. homeland, but also probably convince these countries that, you know what, the United States actually is interested in having our back and based on their capabilities can have our back.

54:22That overall strategy comes under strain because of what China is doing, but it's not out of reach. And what we're advocating for is not a massive change to the U.S. nuclear posture. I think there are some who think we need to do that. But what Vip and I are most worried about is this 10-year timeframe before we have a new submarine come online, new ICBMs put in silos in the ground, a new bomber that hopefully will be deployed on time. I think out of the three, that's the one that's most on time. But before you're going to get all these modern capabilities to replace legacy systems, we got to figure out what we're able to do for the next decade when we think China is basically accelerating its warhead increase and its ability to deploy ICBMs in those silos, while the U.S.

55:02is facing this kind of trough in our modernization program where we're spending lots of money, but new capabilities aren't coming out quite yet. So uploading a few warheads, from my perspective, is a pretty easy thing for the United States to do. And you can also do that in the context of an arms control agreement to where we ended up with our article. Vibit and I are not coming out against arms control. Far from it. We think arms control will be extremely useful in helping manage the international environment that we're entering. Just finally, during your time in the Biden administration, you began some of these steps that you push for in the article and call for others.

55:33What do you see sort of in the near term, the next five years? What are sort of the key steps that could be made? I mean, given where we are now with budgets and what is possible with existing systems that could be deployed differently, or ones that are in the near term available, what are sort of the strategy for the immediate future look like? I think the first thing that we need to see in the Trump administration is whether they're going to maintain some continuity with the nuclear policy and strategy of the Biden administration. Are they focused on this two-peer problem, if you will? I don't really think two-peer is a good way to describe it.

56:10Essentially, how are we managing deterrence against two large, powerful nuclear-armed adversaries, major powers in Russia and China? If the Trump administration agrees that we need to be able to deter Russia and China together, both with our nuclear arsenal but as an overall defense strategy as well, then they need to take some prudent steps. They need to make some decisions. How much risk are they willing to accept of this China silo problem while also retaining the ability to come to the aid of allies in Europe if Russia decides to aggress against a NATO ally? That might involve needing to put some more warheads on ICBMs, as well as more warheads on the Trident SLBMs, the submarine-launched ballistic missiles that are on our ballistic missile submarines at sea every day.

56:51They also need to see if they can accelerate a regional nuclear capability like the sea-launched cruise missile that we've talked about previously. Maybe they can get a version of that out, as we mentioned in our article, in a few years as opposed to 10 years. I'll believe it when I see it, but to me, those are the types of steps that they could take to try to shore up nuclear deterrence. And all of this is going to be kicked off by deciding on an approach to manage the end of the New START treaty in February of next year. The president in January, upon entering office, raised some eyebrows when he said he wanted to pursue denuclearization talks with Russia and China.

57:24I think a lot of people who focus on arms control policy on the outside are wondering what that could look like. I think that the United States and Russia will probably at some point have a conversation about what they should do about New START expiring. I don't think that there'll be a new treaty. I think obviously what we're seeing today with Ukraine policy and the continuation of the conflict there means that it's going to be really hard for the two sides to sit down and have a meaningful kind of strategic stability discussion that could include an arms control treaty at the end of it. But the two sides may agree that they shouldn't really upload a ton or that they should try to keep some sort of limit on the number of warheads they each deploy.

57:58What the United States has to do is make sure it builds in some headroom so that if President Trump decides that the way he wants to manage this multiple deterrence environment is by having more warheads on ICBMs and SSBNs on a daily basis, he needs to make sure that any arms control agreement, whether that's a political agreement or a legally binding agreement, any new agreement with Russia allows for that headroom. And then as Vipin mentioned, if the Russians also deploy a few more warheads to match ours, that should be OK from our perspective because we've already got the Russia deterrence challenge more or less figured out.

58:31What we don't have figured out yet is how to deal with those silos in China. I think, you know, the actual options are for the administration to sort of work out. I'd certainly think in terms of priorities, managing the launcher cliff and the sea leg is the most important because those are the most important capability for holding at risk Chinese silos. We have to commit to the Sentinel program. All of that, I think we largely all agree on. I think the most important thing is a commitment from the administration that while China and Russia are sprinting down the straightaway, we can't stay in the starting block.

59:06right we did and laid the foundation so that these options could be executed but we didn't execute any of the options because we've we left it and believe that the decision space should be left for the next administration and now i think there's there were sort of uh if you had asked me at the end of last year 24 whether the trump administration come in and actually faster than we did i would have said yes but they have not yet and a lot of that is because i think people are still coming in But the president himself, he and President Biden probably don't agree on a lot of things, but I think they do agree that nuclear weapons are an existential threat to humanity.

59:45And so the most important thing to reduce the risk that Russia or China or North Korea use nuclear weapons, short of the denuclearization sort of talks that I think he kept referring to in the campaign, is ensuring that the U.S. deterrent is not vulnerable. And strengthening that is, I think, the most important thing now until the time comes when Russia and China are willing to sit down and talk in good faith about arms control. And so I think the most important thing right now is a commitment from the administration to not stay in the starting block, because that's where we still are. Vip and Prane, this was a great discussion.

1:00:20I guess I can't help but ask a final question from two nuclear experts. What keeps you up at night? What is the kind of most urgent thing on your mind when you look at this landscape of rapidly shifting threats and our ability to respond to them? Honestly, I'm still catching up on sleeves. So nothing really keeps me up at night. But I will say, to answer your question, my biggest concern, of course, is that the administration in this sort of ongoing debate internally of prioritizers and isolationists and status quo, America firsters, whatever you want to call the various factions, that there is increasing doubt over the next few years among allies that the United States is actually a security guarantor that is willing to use nuclear weapons to defend them.

1:01:09because I think a world in which friendly countries and frankly unfriendly countries or non-aligned countries all decide that the United States has withdrawn and is not going to be the sort of not just a superpower, but somebody who is interested in affairs around the world, which is not just about our nuclear arsenal, by the way. It's about the fundamental, what do you think the United States role should be in the world? If those countries see the United States as withdrawing, my concern is that we're really sort of in that Lord of the Flies, might makes right world. And beyond the umbrella allies of the United States, you'll have a lot of countries that decide maybe they need to pursue their own nuclear weapons just because they're sick of having disadvantage against a country next to them where there's been ethnocentric conflict, unresolved border disputes, you name it.

1:01:56These sort of sub-regional issues between countries that we thought had mostly been set to the side over the course of the post-Cold War period could end up spiking again, except with nuclear weapons involved. That's really what I worry about the most. If we get this moment wrong, you're going to see a lot more countries possessing nuclear weapons or nuclear weapons programs in the coming five and 10 years than the decade preceding it. Yeah, I fully agree with that, maybe unsurprisingly, mostly because it would be a self-inflicted wound. You don't want to get in the mind of Putin or the Ayatollah, Kim Jong-un, Xi Jinping.

1:02:29One thing we can control is the credibility of our own extended deterrence architecture. And if we let the nuclear umbrella get leaky or fall apart, it'll be a self-inflicted wound. And I don't know how anyone can look at the conflict between India and Pakistan, four days in May, the 12-day war, Israel, Iran, and say, you know what would be a great idea? Is if Poland or South Korea got nuclear weapons next, right? I fundamentally think that it undermines our freedom of maneuver. It creates more risk in the world. They're at risk of getting killed by either North Korea or China or Russia, respectively.

1:03:05And it's just more instability in the world. And we can avoid it through very easy and cost-effective measures because we know how to do it. And the allies want it and it's good for American security. So this would be a tragic self-inflicted wound and it's something we can control. And right now, I agree with Pernay that is sort of the biggest concern. And I know that's the concern, particularly in Europe and in South Korea. I think those allies are particularly nervous at the moment. We have to get the easy stuff right. Thanks again, Vipin and Prane. What a great discussion. I urge all listeners to read their article in the New Foreign Affairs, How to Survive the New Nuclear Age.

1:03:42Great speaking to you. Thanks, Hugh. Really appreciate it. Thanks to Foreign Affairs and to you for all your hard work. And, you know, really appreciate the time and the opportunity to do the pod. Hugh, thanks a lot. It was good talking to you. We're happy to do this again sometime. And I hope everyone goes and reads our piece in foreign affairs.

1:04:03Thank you for listening. You can find the articles that we discussed on today's show at foreignaffairs.com. The Foreign Affairs interview is produced by Kanish Tharoor, Molly McEnany, Ben Metzner, Caroline Wilcox, and Ashley Wood. Our audio engineer is Todd Yeager. Our theme music was written and performed by Robin Hilton. Special thanks as well to Arena Hogan. Make sure you subscribe to the show wherever you listen to podcasts. And if you like what you heard, please take a minute to rate and review it. We release a new show every Thursday. Thanks again for tuning in.

1:04:51We hope you enjoyed this episode of the Foreign Affairs interview. Don't forget to visit foreignaffairs.com slash spotlight to sign up for Dan Kurtz-Valen's free weekly newsletter featuring more of the clear-headed analysis that you enjoy here on the podcast. Sign up today at foreignaffairs.com slash spotlight.

From the publisher

It wasn’t long ago that both heads of state and prominent policymakers could speak seriously about a world without nuclear weapons. But in the course of just a few years, nuclear concerns have come back in force. Arms control has broken down almost entirely. China has started a massive expansion of its arsenal, putting basic assumptions about deterrence in doubt. Vladimir Putin has threatened nuclear use in Ukraine—threats that were taken very seriously by American officials. And proliferation risks have grown, with regard to both American adversaries like Iran and American allies in Europe and Asia who may no longer trust security commitments from the United States.

Vipin Narang and Pranay Vaddi until recently oversaw nuclear policy in the Pentagon and on the National Security Council. In a new essay for Foreign Affairs, they call the situation nothing short of a “Category 5 hurricane.” And for the United States, that means putting nuclear strategy back at the center of foreign policy.

Editor-at-large Hugh Eakin spoke with Narang and Vaddi about this changing nuclear landscape and what the United States must do to survive this new nuclear age.

You can find sources, transcripts, and more episodes of The Foreign Affairs Interview at https://www.foreignaffairs.com/podcasts/foreign-affairs-interview.

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