Nuclear Non-Proliferation Treaty

On Feb. 4, 2026, the New START Treaty ended without any incentive for renewal. On February 28, 2026, the U.S. and Israel initiated strikes on Iran, citing a lack of progress in the nuclear talks. This year has witnessed prominent incidents related to nuclear security, where states become more incentivised to develop their own nuclear capabilities and other nuclear states resist such direction. Additionally, global developments prove that traditional nuclear frameworks appear to be losing significance, with some states going further by resorting to violence to ensure their nuclear hegemony.   This development raises questions about the possibility of global shifts from traditional arms control treaties to a new nuclear arms control regime. A new phase of informal signalling and strategic forecasting could emerge, raising concerns about whether this form is sufficient to verify compliance. Such a potential new nuclear arms control regime could be unpredictable in terms of its application, effectiveness, the number of states willing to follow through, and more broadly, the path forward to ensure the world is not dragged into a nuclear war.

Operation Rising Lion, executed by Israel on June 13, 2025, constituted a lightning strike aimed at crippling the very core of Iran's nuclear and military infrastructure. Israeli Prime Minister Benjamin Netanyahu characterised this pre-emptive operation as a necessary measure to "roll back the Iranian threat to Israel's very survival," drawing upon the Begin Doctrine previously brought to bear in analogous strikes against Iraq in 1981 and Syria in 2007. The operation's objectives were marked by strategic multiplicity and diversity, encompassing the targeting of numerous nuclear facilities, alongside senior Iranian military commanders and nuclear scientists, in an endeavour to inflict maximum damage upon Iran's military and nuclear capabilities. Israel's intent was not merely confined to disrupting the nuclear program; it extended to undermining Iran's capacity to mount retaliatory assaults and to fend off future waves of Israeli attacks.   The timing of the Israeli operation came on the heels of a meticulous assessment by the Israeli leadership, which had concluded that Iran was on the cusp of achieving a dangerous breakthrough in its pursuit of nuclear weaponry, thereby necessitating the exploitation of a narrow temporal window before Iranian nuclear facilities became either too advanced or too robustly protected. In this context, this analysis aims to delve into the rationale underpinning the operation, to account for Tehran's apparent failure to parry the assault effectively, and to examine the attack's repercussions on Iran's domestic landscape. Furthermore, it seeks to investigate the potential pathways Iran might pursue to reconstitute its deterrent capability.