Since its initial publication in June 2020, this working paper has been updated. The attached version represents the latest version of the work.
Growing concerns about third-country nuclear threats led the United States to withdraw from the ABM Treaty’s constraints on the size and scope of ballistic missile defense arsenals in 2002. Inaccurate and alarmist projections of “rogue state” ICBM threats were critical in winning support for the decision to withdraw from the treaty and to sustain the multi-billion dollar annual price tag for developing, deploying, and expanding strategic missile defenses. But 18 years after Washington abandoned the treaty, North Korea is the only rogue state that could pose a near-term nuclear threat against the American homeland—and U.S. missile defense interceptors and radars have not even delivered high confidence of being able to protect against this threat.
Meanwhile, the absence of limits on U.S. strategic missile defenses and prudent, worst-case concerns in Moscow and Beijing about their future expansion are fueling resistance to additional nuclear arms reductions and stability measures. The end result is that the exponential threats posed by Russia and China are getting worse and the chances of a disastrous nuclear arms race are increasing. This analysis argues that the nuclear threat confronting the United States is multilateral, three-dimensional, and interrelated. Unless the United States acknowledges the role of missile defenses in this complicated reality, it will not be able to realize the full benefits that arms control offers.