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2. Fueling the Future: Recommendations for Strengthening U.S. Uranium Security
- Author:
- Gracelin Baskaran and Meredith Schwartz
- Publication Date:
- 02-2025
- Content Type:
- Policy Brief
- Institution:
- Center for Strategic and International Studies (CSIS)
- Abstract:
- Uranium is a crucial mineral for energy and national security—it fuels the nuclear energy that underpins today’s economy and is key to propelling future growth to meet the surge in energy demand from artificial intelligence. However, supply chain vulnerabilities and dependencies on foreign adversaries challenge U.S. leadership in the sector and create national and energy security risks. Russia and China are rapidly expanding their offtake of mined uranium from international partners, uranium enrichment capabilities, and nuclear infrastructure. To strengthen uranium and nuclear fuel supply chains, the United States must work with allies, implement conducive trade and tariff policies, and invest in both domestic enrichment capacity and uranium ore production abroad.
- Topic:
- Security, Defense Policy, Geopolitics, Economic Security, Uranium, Nuclear Energy, and Critical Minerals
- Political Geography:
- Russia, Central Asia, North America, and United States of America
3. Russia’s Shadow War Against the West
- Author:
- Seth G. Jones
- Publication Date:
- 03-2025
- Content Type:
- Policy Brief
- Institution:
- Center for Strategic and International Studies (CSIS)
- Abstract:
- Russia is conducting an escalating and violent campaign of sabotage and subversion against European and U.S. targets in Europe led by Russian military intelligence (the GRU), according to a new CSIS database of Russian activity. The number of Russian attacks nearly tripled between 2023 and 2024. Russia’s primary targets have included transportation, government, critical infrastructure, and industry, and its main weapons and tactics have included explosives, blunt or edged instruments (such as anchors), and electronic attack. Despite the increase in Russian attacks, Western countries have not developed an effective strategy to counter these attacks.
- Topic:
- Security, Defense Policy, Intelligence, Geopolitics, Russia-Ukraine War, and Transnational Threats
- Political Geography:
- Russia, Europe, and United States of America
4. Baltic and Nordic States Assess the Russian Military Threat
- Author:
- Marcin Andrzej Piotrowski
- Publication Date:
- 04-2025
- Content Type:
- Working Paper
- Institution:
- The Polish Institute of International Affairs
- Abstract:
- The newest intelligence reports by the Baltic and Nordic states jointly warn about the aggressive intentions and reconstitution of Russia’s armed forces. All of the documents assume the successful implementation of plans for larger Russian land and airborne forces till the end of 2026. However, these reports differ in the estimates of when the political moment and Russia’s conventional capabilities may permit it to initiate open conflict with NATO. Despite their informational and analytical contents, these reports may affect the Baltic region states’ capabilities development plans and their decisions about whether to increase defence spending.
- Topic:
- Defense Policy, NATO, Armed Forces, and Regional Security
- Political Geography:
- Russia, Europe, Nordic Nations, and Baltic States
5. Averting AI Armageddon: U.S.-China-Russia Rivalry at the Nexus of Nuclear Weapons and Artificial Intelligence
- Author:
- Jacob Stokes, Colin H. Kahl, Andrea Kendall-Taylor, and Nicholas Lokker
- Publication Date:
- 02-2025
- Content Type:
- Special Report
- Institution:
- Center for a New American Security (CNAS)
- Abstract:
- In recent years, the previous bipolar nuclear order led by the United States and Russia has given way to a more volatile tripolar one, as China has quantitatively and qualitatively built up its nuclear arsenal. At the same time, there have been significant breakthroughs in the field of artificial intelligence (AI) technologies, including for military applications. As a result of these two trends, understanding the AI-nuclear nexus in the context of U.S.-China-Russia geopolitical competition is increasingly urgent. There are various military use cases for AI, including classification models, analytic and predictive models, generative AI, and autonomy. Given that variety, it is necessary to examine the AI-nuclear nexus across three broad categories: nuclear command, control, and communications; structural elements of the nuclear balance; and entanglement of AI-enabled conventional systems with nuclear risks. While each of these categories has the potential to generate risk, this report argues that the degree of risk posed by a particular case depends on three major factors: the role of humans, the degree to which AI systems become a single point of failure, and the AI offense-defense balance. As Russia and China increasingly aim to modernize their nuclear arsenals and integrate AI into their militaries, it is essential for policymakers to be aware of the risks posed by the AI-nuclear nexus. Dealing with China and Russia on issues at this nexus is likely to be difficult in the current diplomatic and military context, characterized by increasingly strained bilateral relationships between the United States and both China and Russia, along with an uptick in coordination between Beijing and Moscow. Nonetheless, there are still various steps that U.S. policymakers could take to bolster deterrence and stability with respect to these issues. These include: building knowledge and competency around issues at the AI-nuclear nexus; integrating AI into diplomatic initiatives related to nuclear and other strategic risks, and vice versa; establishing and promoting norms for the safe use of AI in relation to nuclear arsenals and other strategic capabilities; developing policy and technical criteria for assessing exactly how and when to keep humans in the loop on all nuclear-related processes; including AI technologies as a factor in oversight and reviews of the U.S. nuclear arsenal; investing in AI-enabled cyber and space capabilities to enhance defense and resilience, reduce incentives to attack those areas, and mitigate entanglement risks; consulting closely with U.S. allies about how AI will shape extended deterrence calculations related to both nuclear and conventional capabilities; and pursuing a comprehensive set of risk reduction and crisis management mechanisms with China and Russia while recognizing the obstacles to progress. Failing to take these steps could leave the country and the world dangerously exposed to risks and ill-prepared to seize any opportunities arising from the increasingly salient AI-nuclear nexus.
- Topic:
- Defense Policy, Nuclear Weapons, Cybersecurity, Artificial Intelligence, and Rivalry
- Political Geography:
- Russia, China, Asia, North America, and United States of America
6. Issue brief: A NATO strategy for countering Russia
- Author:
- Ian Brzezinski
- Publication Date:
- 02-2025
- Content Type:
- Policy Brief
- Institution:
- Atlantic Council
- Abstract:
- Russia is the most direct and significant threat to the security of NATO member states—and since Moscow’s invasion of Georgia in 2008 this threat continues to grow. It now encompasses the war in Ukraine, the militarization of the Arctic, hybrid warfare, and violations of arms control treaties. While NATO holds a significant advantage over Russia in military and economic power, an effective and unified strategy is needed to counter Russia’s aggression and fully harness the Alliance’s collective capabilities. To effectively counter Russia, NATO must defeat Russia in Ukraine, deter Russian aggression against NATO allies and partners, contain Russian influence beyond its borders, and degrade Russia’s ability and will to accomplish its revisionist agenda. That will require, among other actions, a significant increase of support and commitment to Ukraine’s defense against Russia, and a more robust Alliance force posture including the modernization of its nuclear deterrent, the permanent stationing of brigade elements along NATO’s eastern frontier and increased defense industrial capacities.
- Topic:
- Defense Policy, NATO, Intelligence, International Organization, National Security, Science and Technology, Cybersecurity, Deterrence, Resilience, and Russia-Ukraine War
- Political Geography:
- Russia, Europe, and Ukraine
7. The 8 Percent Approach: A Big Bang in Resources and Capacity for Europe’s Economy and Defence
- Author:
- Andrea Dugo, Fredrik Erixon, and Ismail Abdi
- Publication Date:
- 03-2025
- Content Type:
- Working Paper
- Institution:
- European Centre for International Political Economy (ECIPE)
- Abstract:
- Europe has become a region of feeble economic performance and military frailty. Its share of the world economy is rapidly shrinking, and the region is struggling to keep up with economies at the modern technological frontier. Countries in the European Union have for decades talked about the importance of raising Research and Development (R&D) expenditure and allow greater space for an entrepreneurial business sector that is prospering on the back of innovation. However, the results are poor. R&D expenditures as a share of GDP have largely been stagnant, business investment and inward Foreign Direct Investment (FDI) have tanked. Rates of new business formation and growth are paltry, partly as a result of gross overregulation. Productivity growth has continued its decades-long path of deceleration, and the EU is increasingly behind international leaders. Fortunately, Europe is beginning to wake up from its strategic slumber. Defence expenditures are now growing faster than in previous decades – and some countries, like Poland, are becoming serious powers. Yet, the region’s own military capacity remains poor. Europe must rebuild core conventional capacities at a time when defence modernisation requires substantial resources and focus. Russia may be bogged down by its war against Ukraine, but it is rebuilding its capacities fast and is increasingly aided by partnerships with other countries that want to break down what remains of a liberal world order. Many European NATO-members are now hitting the 2-percent spending target but must spend vastly more to acquire sufficient capacities to defend themselves and their interests.
- Topic:
- Defense Policy, European Union, Regional Economy, and Russia-Ukraine War
- Political Geography:
- Russia and Europe
8. Two to tango: Russian-Iranian drone cooperation
- Author:
- Katie Fricke, Taylor Hankins, and Victoria Jones
- Publication Date:
- 06-2025
- Content Type:
- Special Report
- Institution:
- NATO Defense College
- Abstract:
- Iran and Russia are strengthening their partnership through collaboration on Unmanned Aerial Systems (UAS) development and deployment. Iran’s drone programme presents a multifaceted challenge to NATO. The acquisition of Western technology through reverse engineering, coupled with Iran’s growing reputation as a drone supplier, enhances its military capabilities and global infl uence. Russia’s use of Iranian drones in Ukraine exposes vulnerabilities in NATO-provided defence systems and undermines eff orts to protect member states and partner countries. The proliferation of this technology to other state and non-state actors complicates NATO’s defence strategies. It is important for NATO to understand the drone warfare dynamics shaped by the Russia-Iran partnership. Analysing their innovations and integration into military doctrines is crucial for anticipating threats and developing countermeasures.
- Topic:
- Defense Policy, NATO, International Cooperation, Bilateral Relations, Weapons, and Drones
- Political Geography:
- Russia, Iran, Eurasia, and Middle East
9. The governance and funding of European rearmament
- Author:
- Guntram B. Wolff, Armin Steinbach, and Jeromin Zettelmeyer
- Publication Date:
- 04-2025
- Content Type:
- Policy Brief
- Institution:
- Bruegel
- Abstract:
- Europe faces a grave security threat. Gaps in European military equipment are substantial compared to Russia’s military build-up. The European defence market is fragmented and weakened by home bias in procurement, low order numbers and technological gaps. These problems reflect the combination of past reliance on the United States and Europe’s nationally-based defence governance. With the US now retreating from its role of European guardian, greater cooperation is essential to close technological gaps and reduce rearmament costs. Unless procurement is pooled and fragmentation reduced, additional demand for defence goods will mainly drive up prices. Better-integrated defence markets would both increase competition and facilitate entry of new defence technology firms. The combination of integrated markets and scaled-up procurement could lead to a halving of unit costs. European Union measures including the European Defence Fund, the Act in Support of Ammunition Production, the European Defence Industry Reinforcement through Common Procurement Act and ReArm Europe represent progress towards strengthening the supply of military goods but the incentives offered are too small to address the home bias in procurement or to coordinate the provision of ‘strategic enablers’ such as military satellites. To go further, the EU and its European allies have two options. First, the role of the European Defence Agency could be broadened, possibly in combination with a new lending instrument similar to the EU’s 2020-22 SURE programme. Second, a European Defence Mechanism (EDM) could be created: an institution similar to the European Stability Mechanism, based on an intergovernmental treaty. The EDM would undertake joint procurement and plan for the provision of strategic enablers in specified areas, with a capacity to fund these roles. It could own strategic enablers and charge usage fees to EDM members, reducing the budgetary impact of rearmament. EDM membership would entail prohibition of both state aid and procurement preferences that benefit national defence contractors at the expense of contractors from other EDM members. Of the two options, the second is preferable, as it would (1) create a defence industry single market among EDM members, (2) create a financing vehicle that might make large-scale projects fiscally feasible, and (3) include non-EU democracies such as the United Kingdom on an equal footing, while also giving an opt-out to EU countries that lack the political appetite for more defence integration, or that have national constitutional constraints.
- Topic:
- Security, Defense Policy, Governance, Geopolitics, Weapons, Macroeconomics, and Russia-Ukraine War
- Political Geography:
- Russia, Europe, and United States of America
10. The Russia-Ukraine War and Implications for the European Defence Industry
- Author:
- Michele Nones
- Publication Date:
- 02-2024
- Content Type:
- Commentary and Analysis
- Institution:
- Istituto Affari Internazionali
- Abstract:
- Two years after the Russian attack on Ukraine, it is clear to everyone that the European Defence Technological and Industrial Basis (EDITB) was ill-equipped to face the consequences of a large-scale, high-intensity conflict on the Old Continent. The war changed three decades of procurement policies, production and technological trends that had previously shaped (not only) Europe’s approach to defence hardware. From the 1990s onwards, the preference for fewer, precise, highly advanced weapon systems over the massive employment of low-medium tech solutions had a double effect on the EDITB. First, it led European markets to partially consolidate, and individual companies to strive for increased efficiency. This meant not investing/maintaining redundant production sites, divesting from relatively low profitable and low demand segments such as the manufacturing of artillery shells and pursuing research and development (R&D) investment in high-end products. Second, the emphasis on technological prowess also shaped the way the European Union tried to jumpstart defence cooperation and integration among member states, first and foremost through the European Defence Fund (EDF) and Permanent Structured Cooperation (PESCO).
- Topic:
- Defense Policy, European Union, Weapons, and Defense Industry
- Political Geography:
- Russia, Europe, and Ukraine