
By Emmanuel Véron
Jean-Raphaël Peytregnet: Eighty years after the United States dropped atomic bombs on Hiroshima and Nagasaki, we are witnessing a resurgence of crises pitting—or risking pitting— nuclear powers against one another (Russia vs. the United States, India vs. Pakistan, China vs. the United States/Taiwan, North Korea vs. the United States/South Korea/Japan, etc.). In Asia in particular, North Korea withdrew from the Nuclear Non-Proliferation Treaty (NPT) in 2003 and, by 2017, had developed the capability to strike U.S. territory with an intercontinental ballistic missile (ICBM). Beyond this example, how do you assess the most recent developments in nuclear proliferation in Asia?
Emmanuel Véron: Asia stands as a singular case, on the one hand, as you recall, because of the use of the atomic weapon—the two bombs dropped by the United States in August 1945 on the cities of Hiroshima and then Nagasaki—and on the other hand, today, because of the strong concentration of strategic stakes and international competition, in which the rise of conventional arsenals and nuclear weapons embodies the military-strategic pillars. Historically, the vast Asia-Pacific region has been the site of a series of American, British, and French tests, notably in the South Pacific. The fastest and most significant proliferation is indeed taking place in Asia.
Nuclear proliferation in Asia is an expanding reality. The era of disarmament is over.
First, China is doubling its arsenal, moving from 600 warheads in 2025 toward a horizon of 1,000 warheads in 2030, followed by North Korea, India and Pakistan, which are also increasing their stockpiles. In addition to this vertical proliferation (the increase of arsenals of nuclear-armed states), weapons modernization is also underway throughout nuclear Asia.
Finally, horizontal proliferation—that is, the accession of a new state to military nuclear capability, either through its own means or through the acquisition of means, techniques and materials from a nuclear-armed state—is a recurring strategic issue in Asia, particularly in response to the vertical proliferation of China and North Korea.
For more than a decade, the expansion of arsenals has led analysts to examine deterrence through the prism of a “new nuclear age” or “third nuclear age.” The third nuclear age was characterized by Thérèse Delpech (1948–2012) as an era of “strategic piracy,” marked by the entry into the strategic landscape of new nuclear-armed states, the erosion of non-proliferation and arms-control agreements, and the development of “non nuclear strategic weapons.”
These dynamics, centered on regional tensions such as in South Asia (India– Pakistan) and East Asia (China–North Korea), stimulate modernization and a regional arms race, with risks of escalation and a challenge to the Treaty on the Non Proliferation of Nuclear Weapons (NPT).
The significant expansion of China’s arsenal, reinforcing its position as a major nuclear power, is leading to a recomposition of regional defense policies (Japan, South Korea and India) and a repositioning of the United States. North Korea’s trajectory (with an estimated arsenal of around 50 warheads), despite international sanctions, points to a continuation of the development of its ballistic and nuclear capabilities, against the backdrop of the Chinese and Russian equation, including Pakistani links from the outset of its program.
Finally, India and Pakistan are engaged in a historical and doctrinal rivalry, with Islamabad seeking tactical deterrence vis-à-vis New Delhi, which, for its part, focuses more on political deterrence. According to SIPRI (Stockholm International Peace Research Institute), there is near parity in warhead numbers: 172 for India and 170 for Pakistan. Neither country is a signatory to the Treaty on the Non-Proliferation of Nuclear Weapons.
Chinese proliferation and the Indo Pakistani strategic rivalry, today and tomorrow, feed into one another.
Nuclear tensions in Asia (but also in the Middle East, with Israel, as well as Iran, Saudi Arabia, and even Turkey) are increasing, with dynamics specific to each theater. We are indeed dealing with a nuclear multipolarity that is more unstable and more complex than deterrence/ proliferation during the Cold War and the balance between the two blocs. Finally, it should be recalled that the interest in civilian nuclear energy among certain states in Asia (Southeast Asia) sometimes raises questions about the boundary between civilian energy and potential military programs, through the diversion of uses and nuclear engineering. The difference essentially lies in the level of uranium-235 enrichment. A civilian facility can produce and be transformed into a military installation (cf. the Iranian program).
The NPT commits the 190 countries (out of 193) that are parties to it not to transfer nuclear weapons to any country. Can it still be considered an effective instrument to combat nuclear proliferation when it failed to prevent India and Pakistan—who have still not joined it to this day— from acquiring nuclear weapons in the 1990s? According to the Pentagon and the Stockholm International Peace Research Institute (SIPRI), China continues to develop its nuclear capabilities and could have around 1,500 warheads by 2035 (approximately one third of the Russian arsenal), compared to 500 in January 2024. The same applies to India and Pakistan, which also appear to be strengthening their nuclear arsenals with new delivery systems under development, according to a study conducted by the Nuclear Information Project of the Federation of American Scientists.
The NPT is the most widely supported arms control agreement. To date, four states have not signed the NPT: India, South Sudan, Israel and Pakistan. It should also be noted that North Korea announced its intention to withdraw from the NPT. The NPT was concluded in 1968 and experienced a revival after 1991.
There is also the CTBT (Comprehensive Nuclear Test-Ban Treaty) (1996), which aims to ban all tests, and the TPNW (Treaty on the Prohibition of Nuclear Weapons) (2021), which prohibits possession and use, but is not yet in force due to a lack of ratifications.
The NPT is not entirely obsolete. For example, U.S. nuclear weapons reportedly located on German, Italian, Turkish, Dutch and Belgian territory (so-called DCA nations for Dual Capable Aircraft – gravity bombs) remain under permanent U.S. control in accordance with the NPT.
However, the deep international divergences and ruptures, notably within the UN Security Council, that is to say, the cohesion and authority of the “nuclear directorate” to produce norms of conduct and ensure compliance with the Treaty on the Non-Proliferation of Nuclear Weapons (NPT), are compromised. The dismantling or denunciation of the principal nuclear disarmament treaties is significant and illustrates the international grammar of the past one to two decades, whereas the NPT was reputed to be the cornerstone of global nuclear security.
China’s growing geopolitical weight over the past two decades, its sustained and continuous “arsenalization” (conventional and nuclear), are contributing to a recomposition of international balances, of a grammar dating back to the Cold War and, as mentioned above, to the “new nuclear age,” seeking, in the long term, a form of parity with U.S. forces, if one adds Russian, and even North Korean and/or Pakistani arsenals.
American sources, notably from the Department of War (formerly the Department of Defense, before Trump II), recall a horizon of 1,500 warheads by 2035.
The modernization of China’s nuclear arsenal has both accelerated and expanded in recent years. Over the past five years, China has significantly strengthened its nuclear modernization program by deploying more types and a greater number of nuclear weapons than ever before.
China has continued to develop its three new silo fields (Yumen in Gansu province, Hami in Xinjiang province, Yulin near Ordos) for its solid fuel intercontinental ballistic missiles (ICBMs), to expand construction of new silos for its liquid fuel DF-5 ICBMs, to develop new variants of ICBMs and advanced strategic delivery systems, and has likely produced surplus warheads for potential use on these systems once deployed.
China has also expanded its arsenal of DF-26 intermediate-range ballistic missiles, which appear to have completely replaced the medium-range DF-21 in its nuclear role. At sea, China has modernized its Type 094 ballistic missile submarines with the longer-range JL-3 ballistic missile. In addition, China has recently reassigned an operational nuclear mission to its bombers and is developing an air-launched ballistic missile that could have nuclear capabilities.
Overall, China’s nuclear expansion is one of the largest and fastest among the nine nuclear armed states. The Bulletin of the Atomic Scientists estimates that China has built up a stockpile of approximately 600 nuclear warheads intended to be delivered by land based ballistic missiles, sea-based ballistic missiles, and bombers.
Thus, the entire triad is being modernized. The military parade of 3 September 2025 in Beijing showcased the extent of a large part of its modernizations and weapons. The Pentagon indicated in 2024 that China’s nuclear stockpile had “exceeded 600 operational warheads by mid-2024” (U.S. Department of Defense, 2024).
However, Chinese warheads are not “operational” in the same way as U.S. and Russian nuclear warheads deployed on missiles and at bomber bases; the vast majority of Chinese warheads are reportedly stored separately from their launchers.
India continues to modernize its nuclear arsenal, with at least four new weapon systems and several new launch platforms under development to complement or replace existing aircraft, land-based systems, and sea-based systems capable of carrying nuclear weapons.
Several of these systems are nearing completion and are expected to be deployed soon. The Bulletin of the Atomic Scientists estimates that India may have produced enough weapons-grade plutonium for 130 to 210 nuclear warheads, but has probably produced only around 172, although the country’s warhead stockpile is likely to grow.
India continues to modernize its nuclear arsenal and to operationalize its nascent triad. The Bulletin of the Atomic Scientists estimates that India currently operates eight different systems capable of delivering nuclear weapons: two aircraft, five land-based ballistic missiles, and one sea-based ballistic missile.
At least five other systems are under development, most of which are expected to be completed shortly and deployed with the armed forces. Pakistan is pursuing the gradual modernization of its nuclear arsenal, with improved and new delivery systems, and a rapidly expanding fissile material production industry. Analysis of commercial satellite imagery of construction at Pakistani army garrisons and air bases reveals what appear to be newer launchers and facilities, potentially linked to Pakistan’s nuclear forces, although official information on Pakistani nuclear units remains scarce. The Bulletin of the Atomic Scientists estimates that Pakistan possesses a stockpile of approximately 170 nuclear warheads.
This estimate carries a margin of uncertainty given the opaque nature of proliferation in this strategic environment. With several new delivery systems under development, four plutonium production reactors, and an expanding uranium enrichment infrastructure, Pakistan’s weapons stockpile could further increase in the coming years. The scale of this increase will depend on several factors, notably the number of nuclear launchers Pakistan plans to deploy, the evolution of its nuclear strategy, and the growth of India’s nuclear arsenal.
North Korea has made considerable advances over the past two decades in developing its nuclear arsenal as political leverage against the United States.
Since 2006, it has conducted six nuclear tests, updated its nuclear doctrine to emphasize the irreversible role of nuclear weapons for its national security, and continued deploying various new missiles tested in flight from new launch platforms. It is widely accepted that North Korea possesses operational nuclear warheads for its short- and medium-range missiles, and possibly for its longer-range missiles, although this latter capability has not yet been publicly demonstrated.
According to the Bulletin of the Atomic Scientists, uncertainty remains regarding the deployed North Korean missiles equipped with an operational nuclear capability. However, it is acknowledged that the regime intends to equip itself with an operational nuclear arsenal capable of threatening targets in East Asia, the United States, and Europe.
In 2021, Kim Jong-un announced several key strategic objectives for North Korea’s nuclear weapons program: 1) the production of very large nuclear warheads; 2) the production of smaller and lighter nuclear weapons for tactical use; 3) the improvement of precision strike and range capabilities; 4) the introduction of hypersonic glide warheads; 5) the development of solid-fuel intercontinental, submarine launched, and land-based ballistic rockets; and 6) the introduction of a nuclear-powered submarine and a submarine-launched strategic nuclear weapon.
Despite these clarifications, the real and precise assessment of the regime’s advances and capabilities remains unclear. The intensification of relations between Russia and North Korea (with Beijing in the background) in the context of the war in Ukraine could contribute to an upgrading of North Korea’s ballistic and nuclear program.
Can it be said that Russia’s invasion of Ukraine—a country that had definitively relinquished the nuclear weapons stationed on its territory in 1996— has in its own way contributed to the acceleration of nuclear proliferation worldwide? Or at least to the consideration that only nuclear weapons provide a sufficiently deterrent means to avoid aggression by a third country? Moreover, we have seen that in exchange for Pyongyang’s military support in this conflict with Ukraine, Moscow ended its, admittedly limited, cooperation with the United States aimed at curbing North Korean ambitions, even going so far as to use its veto at the United Nations Security Council to block UN monitoring of the implementation of sanctions imposed by the international community against North Korea in relation to the development of its military nuclear program. What can be concluded from this?
One of the characteristics of the “third nuclear age” is unconstrained competition. In a recent article, Louis Gautier [1] recalled: “The third nuclear age is indeed characterized by the resumption of a frenzied arms race, strategic competition between blocs of powers, and a relaxation of the disciplines of prudence that had until then been deeply internalized by nuclear states…
In the third nuclear age, there are no longer any leaders, nor any directorate.” This new race and competition corresponds to a generalized disinhibition and to nuclear blackmail or intimidation. Finally, with regard to the war in Ukraine, nuclear blackmail is combined with a form of theater sanctuarization, an “aggressive sanctuarization” in which the weapon is used for purposes of conquest and coercion.
This could constitute a precedent, notably in the strategic framework of Taiwan. In light of Sino Russian cooperation, exchanges, and feedback on the war in Ukraine, Beijing could draw inspiration from Russia in this logic of “aggressive sanctuarization.”
Thus, with regard to nuclear Asia and the strategic relations between China, Russia, and North Korea, it is not only a question of the quantitative and qualitative rise in weapons, but also of increased, multidirectional pressure from “aggressive” deterrence across several simultaneous theaters.
Among the United States’ allies threatened by a regional conflict are, in Asia in particular, Japan, Taiwan and South Korea. The latter, like others in Europe, may have been led to question the credibility of the American “nuclear umbrella” following certain impromptu statements by President Trump. If one or more of these countries, particularly in East Asia, were to decide—as some of their leaders have already contemplated—to build their own nuclear weapons in order to guard against any external threat, could this, in your view, create a domino effect in the region and consequently sound the death knell of the nuclear non-proliferation regime?
In July 2024, the United States and South Korea adopted a joint directive aimed at strengthening their cooperation on nuclear deterrence on the Korean Peninsula. Emerging from the work of the Nuclear Consultative Group established in 2023, this directive notably seeks to better integrate South Korean conventional forces into potential U.S. nuclear operations.
It forms part of a series of U.S. reassurance measures, such as the symbolic port call of a U.S. nuclear-powered ballistic missile submarine (USS Kentucky – SSBN 737) in Busan in 2023. This constitutes a form of strategic signaling. A comparable dynamic exists with Japan, albeit more discreetly, with the aim of consolidating U.S. extended deterrence in the face of growing threats from China and North Korea, in a context of increasing doubts regarding the credibility of that deterrence.
Since the early 2010s, the debate on U.S. extended deterrence in Northeast Asia has intensified, in the wake of the “pivot to Asia” launched by the Obama administration and subsequently the Indo-Pacific strategy. This strategic reorientation aimed to respond to the growing threats posed by North Korea and China to U.S. allies, particularly Japan and South Korea.
The acceleration of North Korea’s ballistic and nuclear programs, as well as the modernization of Chinese forces, has reinforced the perception of a more unstable security environment. The military trajectory of China and North Korea is shaping the defense tools of both South Korea and Japan.
In response to these developments, Washington has deepened its mechanisms for consultation and coordination with its allies. In South Korea, frameworks such as the Tailored Deterrence Strategy (TDS) have been developed and revised in order to adapt deterrence to North Korean threats. In Japan, the Extended Deterrence Dialogue has become one of the most sophisticated instruments of bilateral cooperation in the field of deterrence.
However, despite this institutional strengthening, the credibility of U.S. guarantees remains contested. In both South Korea and Japan, debates are emerging over the reliability of the American commitment, fueling calls for the reintroduction of U.S. tactical nuclear weapons or even for the acquisition of national nuclear capabilities, particularly in South Korea.
These trends reveal a persistent fragility in extended deterrence, aggravated by the perception that the United States might seek to avoid nuclear escalation by constraining its allies during major crises.
A parallel is drawn with the adaptation of NATO deterrence in Europe, initiated in 2010 and accelerated after 2014. In both regions, the need for greater burden-sharing and increased investment by allies is now acknowledged, although national capabilities and political will vary.
Finally, reflection on extended deterrence in Northeast Asia has been shaped by European conflicts, notably the war in Ukraine. A growing consensus underscores the interdependence of the European and Asian theaters, even if perceptions of threat diverge. The main risk identified is not so much a breakdown of the nuclear balance as nuclear escalation resulting from conventional conflicts, which has become a central factor of strategic instability in both regions.
While historically strongly committed to non proliferation, Japan and South Korea are now at the center of major reflection on horizontal proliferation. Our era is clearly marked by a recomposition of the global nuclear order. In the same article, Louis Gautier recalled: “Japan, which refused to sign the TPNW (Treaty on the Prohibition of Nuclear Weapons) ‘so as not to insult the future,’ is striving at all costs to revitalize the American nuclear guarantee. But its efforts are marked by considerable nervousness. The same is true of the less controlled calls by certain South Korean leaders in favor of a national path to nuclear capabilities.” [2]
Can it therefore be considered that the risks of nuclear proliferation are higher in Asia than in Europe, given that the latter continent may feel better protected from external threats thanks to the French and British nuclear arsenals capable of providing extended deterrence within NATO?
Undeniably, Asia is today the center of gravity of this “new nuclear age” by virtue of the number of states concerned and the weapons developed.
While historically strongly attached to non proliferation, Japan and South Korea are at the heart of major reflections on horizontal proliferation. Our era is clearly marked by a recomposition of the global nuclear order.
In the same article, Louis Gautier recalled: “Japan, which refused to sign the TPNW ‘so as not to insult the future,’ is striving at all costs to revitalize the American nuclear guarantee. But its efforts are marked by considerable nervousness. The same is true of the less controlled calls by certain South Korean leaders in favor of a national path to nuclear capabilities.” [3]
If military nuclear power is morally disqualified in the Japanese public sphere, associated with suffering and destruction, and giving rise to the doctrine of the three non-nuclear principles (not possessing, not producing, not introducing nuclear weapons), the strategic-military alliance with the United States underscores how structuring and political the issue of the “American umbrella” remains within restricted circles.
This is an issue of particular sensitivity in Japan, different from Korea, where deterrence is increasingly present in public debate without, however, leading to any significant change.
This is all the more so since a poll conducted in February 2022 indicated that 71% of the South Korean population were in favor of their country acquiring nuclear weapons. Another poll conducted in May of the same year revealed that 70.2% of respondents supported the country’s nuclearization, and that 63.6% favored it even if such a decision could result in violating the NPT. The results of these polls appeared to respond to North Korea’s development of weapons of mass destruction (WMD) and to China’s growing assertiveness as perceived in its regional environment. These factors have had the same impact on the Japanese debate over nuclearization, notably following statements by former Prime Minister Shinzo Abe, who publicly declared during his lifetime that Japan should seriously and urgently reflect on the issue of nuclear weapons, thus marking a fundamental break with the pacifist commitment adopted by Japan after the Pacific War. What is your view?
Regional competition in Asia and international competition, combined with China’s aggressive postures and “arsenalization,” as well as North Korean uncertainties, are generating a strong movement within South Korean and Japanese public opinion and, of course, within political landscapes. In other words, the militarization of Asia is fostering an evolution in mindsets and perceptions within the societies of Northeast Asian democracies. This is a fundamental issue for the next generation.
While these societies are undergoing accelerated and structural aging, yet remain major industrial and innovative countries, they are reflecting on proliferation within the structuring framework of alliances with the American power. National security and foreign policy elements (in their neighborhood) permeate domestic politics. In January 2023, South Korean President Yoon Suk-yeol, criticized in Korea, called for a Korean path to deterrence.
More generally, the recomposition of security architectures in the Indo-Pacific or Asia-Pacific, combined with militarization, is energizing this third nuclear age. In this regard, one may cite the various nuclear-powered submarine programs that Australia is expected to acquire under AUKUS or that South Korea is pursuing. This reflects the strategic-military framing of China’s rise and of its network of nuclear partners. In January 2026, South Korean President Lee Jae-myung stated that North Korea would produce enough nuclear material each year to assemble up to 20 atomic weapons, “warning of a ‘global danger’ if nothing is done to resolve the issue.”
More recently, the North Korean regime, at the Party Congress, stated that it was “clarifying plans for the next stage aimed at strengthening the country’s nuclear deterrent force.” Indeed, the continuation of North Korea’s nuclear and ballistic program structures South Korea’s security architecture. Unlike in Japan, deterrence fuels broader debates within Korean public opinion and restricted circles alike. Political cleavages are clear, and the debates remain legitimate.
The trauma of the two bombs in Japan remains fundamental, both within Japanese society (notably among the survivors—the hibakusha), in public opinion, and in the political landscape. The discreet debates on nuclear matters in Japan reflect an evolution/aggravation of the archipelago’s strategic and security environment, in which China’s militarization, North Korean proliferation, and Russian postures (blackmail, threats, and theater sanctuarization/Ukraine) form the pillars of the defense apparatus.
Deterrence does not prevent crises and war, but the ultima ratio makes it possible to contain escalation, prevent runaway dynamics, and rationalize escalation between two nuclear powers. While the “third nuclear age” is particularly at work in Asia, and more generally in the world, doctrinal evolutions in the context of competition and regional tensions will shape strategic balances over the next ten years as a lever of political influence and power.
On 4 February 2026, Russia declared that it no longer considered itself bound by the New START Treaty limiting the number of strategic nuclear launchers and deployed nuclear warheads on those launchers, while also establishing a new verification system for compliance with the Treaty’s provisions. Can it be said that the Russian decision, without directly threatening Asia, degrades the global deterrence ecosystem, thereby making Asia—already fragile—more unstable, more unpredictable and potentially more nuclear?
Signed in 2010 and entering into force in 2011, the New START Treaty (New Strategic Arms Reduction Treaty) had been extended once in 2021 for five years, setting its expiration date at 5 February 2026. With the expiration of New START
—the last bilateral nuclear arms-control agreeement between the United States and Russia, which entered into force in 2011—the legal constraint limiting their strategic arsenals disappears. This poses a major challenge for international security, as there is currently neither an extension nor a clear successor to this treaty. The two nuclear powers are nevertheless discussing a resumption of strategic dialogue in order to avoid an arms race and maintain a minimum level of transparency, but negotiations are fragile and difficult.
The situation is made more complex by:
The absence of verification mechanisms for several years,
Divergences over the modalities of a future agreement,
The emergence of other nuclear powers (such as China) outside the traditional bilateral framework.
For several years, other agreements have disappeared (such as the INF Treaty on intermediate-range nuclear forces in 2019). With the end of New START, there is no longer any major bilateral treaty limiting strategic nuclear weapons between Washington and Moscow—an unprecedented situation since the 1970s. This means that strategic dialogue becomes more difficult, Europe finds itself more exposed to nuclear tensions, and the credibility of the global non-proliferation regime weakens. The logic of deterrence becomes more “competitive” again.
This may also push other nuclear powers (notably China) to accelerate their own programs. Transparency disappears, leading to increased mistrust, risks of misinterpretation, and strategic tensions. In this respect, it should be recalled that at the heart of strategic rivalry and competition between the United States and China, the United States recently claimed that Beijing may have conducted at least one secret nuclear test in 2020.
In April 2020, the U.S. Department of State published its annual report to Congress on compliance with arms-control agreements. It noted intense activity at the Lop Nor nuclear test site (Xinjiang province) and mentioned the possibility that China may have conducted or prepared low-yield nuclear tests, raising questions about compliance with international norms. Beijing firmly denied this, describing the report as “false accusations” and denouncing their politicization. China’s last nuclear test dates back to the summer of 1996. Beijing is reported to have conducted 45 nuclear tests between 1964 and 1996.
Neither the United States nor China has ratified the Comprehensive Nuclear-Test-Ban Treaty (CTBT), which is therefore not in force for them. Moreover, the notion of “low yield” or “zero-yield” is not defined in the CTBT, which complicates the interpretation of observations of activity at the site. Some experts suggest that the signals could simply result from subcritical tests (without a chain reaction), which are permitted under the CTBT.
China has intensified its nuclear weapons simulation activities, notably under the mountains of Mianyang (Sichuan province), in order to improve the precision and sophistication of its arsenal, which fuels questions about its intentions.
Does Russia’s unwillingness to extend the New START Treaty in its current form (bilateral: USA vs. Russia) not indirectly reflect the fact that nuclear proliferation and arms control no longer concern only the United States and Russia, but also other countries, such as China, which is seeking to achieve parity with the United States? Could the non-renewal of the New START Treaty be both worrying in terms of reigniting the nuclear arms (and testing) race and realistic in light of this new situation, meaning that, theoretically, China (and even other Asian countries, North Korea in particular) should normally be included in the perspective of a hypothetical New START II Treaty? What is your view? Would China be ready to participate in negotiations for a new New START Treaty that would include it?
The obsolescence of the bilateral format is indeed a fait accompli. Russia justifies its refusal to extend the treaty “as it stands” with two arguments of strategic “realism.”
First, the emergence of China: Moscow and Washington agree (for once) that the rapid expansion of China’s arsenal changes the equation. Beijing would be aiming, in the long term, at technical and political parity with the two major post–Cold War nuclear powers.
Second, the inclusion of NATO. Any future treaty would now have to include the arsenals of France and the United Kingdom. According to Moscow, it is illogical to limit Russian weapons while ignoring the nuclear capabilities of the United States’ European allies.
Is China ready to negotiate?
For the time being, Beijing’s answer is a categorical “no,” and this for several reasons: The asymmetry of stockpiles: Even though it is growing rapidly, China considers that its arsenal (estimated at around 700–800 warheads in 2026) remains well below the approximately 1,550 deployed warheads (and the thousands in reserve) of the United States and Russia. For Beijing, it is up to the two giants to drastically reduce their stockpiles before it sits down at the table.
The doctrine of “Minimum Deterrence”: China refuses to disclose its exact numbers, arguing that secrecy is the key to its survival in the face of more powerful adversaries. Accepting a New START II-type treaty would imply intrusive on-site inspections, which Beijing considers a threat to its national security.
Finally, the “no first use” position. China frequently invokes its commitment never to use nuclear weapons first in order to argue that it is not an “offensive” threat, unlike American and Russian doctrines. It is important to stress that the end of New START without a replacement creates a total legal vacuum, and this at several levels: Qualitative arms race. Without numerical limits, the focus shifts to disruptive technologies (hypersonic missiles, nuclear-powered underwater drones, AI integrated into command systems). Resumption of testing. Recent statements by the three major powers suggest a temptation to resume actual nuclear testing to validate these new technologies, which would definitively bury the Comprehensive Nuclear Test-Ban Treaty (CTBT).
Finally, instability in Asia. North Korea, as you noted, observes this deterioration of international norms as a “green light” to pursue its own program, while Japan and South Korea, as previously mentioned, are experiencing debates at various levels regarding deterrence. In addition, the combined arsenals of Pakistan and India further alter the strategic equation.
Recurring exchanges between Russia, China and Iran on nuclear issues (notably in 2025) within a diplomatic framework reflect a renewed web of strategic porosity. Although North Korea does not formally participate in these diplomatic forums, the continuation of its nuclear program and its rapprochement with Russia confirm nuclear multipolarity. It remains the case that, in the missile domain, exchanges with North Korea are known and documented.
Nuclear multipolarity is increasingly structuring, making our time the new nuclear age.
[1] https://legrandcontinent.eu/fr/2025/12/15/le-nouvel age-nucleaire/
[2] https://legrandcontinent.eu/fr/2025/12/15/le-nouvel age-nucleaire/
[3] https://legrandcontinent.eu/fr/2025/12/15/le-nouvel age-nucleaire/
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Emmanuel Véron is a professor at the École de guerre and a specialist in contemporary Asia. He holds a PhD in geography, is a specialist in contemporary China and international relations, affiliated with the UMR IFRAE (French Research Institute on East Asia), and an associate research fellow at INALCO (National Institute for Oriental Languages and Civilizations) and at the École Navale.