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20 April 2025

The imperative of augmenting US theater nuclear forces

Greg Weaver

The problem

The United States and its allies and partners face an impending change in the threats posed by nuclear-armed adversaries: a strategic environment marked by two nuclear peer major powers. Russia, long a nuclear peer of the United States, will likely emerge from the war in Ukraine—regardless of how it ends—even more reliant on its nuclear forces, which are already the largest in the world. Meanwhile, China is undertaking the largest nuclear force buildup since the Cold War. That buildup will increase the size of Beijing’s nuclear forces by roughly seven and a half times since 2018, positioning China as a nuclear peer of the United States by 2035.1

Meanwhile, North Korea continues to expand and diversify its nuclear arsenal. Although the North Korean threat has been somewhat constrained by the quality of its ballistic missile systems—particularly its intercontinental ballistic missiles (ICBMs)—technical assistance from Russia, in exchange for Kim Jong Un’s material support for the war in Ukraine, could rapidly enhance North Korean capabilities. Finally, the ongoing conflict in the Middle East could prompt Iran to choose to acquire its own nuclear arsenal, presenting a wholly new challenge.


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