Nuclear Risk

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.

The United States and Israel launched Operation Epic Fury in late February 2026, targeting Iran’s nuclear and missile infrastructure and seeking to remove its political leadership. Although the operation achieved its initial tactical objectives with high precision, it provoked an asymmetric retaliatory response from the remaining Iranian forces. This response took the form of a comprehensive blockade of the Strait of Hormuz, the world’s most critical maritime artery for energy transport, triggering a severe global economic shock. Such disruption could propel the international system towards reducing its reliance on fossil fuels and accelerating the adoption of alternative domestic energy solutions, most notably nuclear power.   At the same time, global electricity demand is rising sharply, driven by the rapid expansion of advanced artificial intelligence infrastructure and high-performance computing facilities. This sudden disruption of fuel supplies places policymakers in major industrial economies under immediate economic and security pressures, while simultaneously exposing the profound consequences of closing the Strait. In this context, the present analysis examines the repercussions of the Strait of Hormuz's closure on global supply chains. It then develops a historical comparison with the oil price shocks of the 1970s, illustrating how those crises redirected states towards nuclear technology. The study concludes by analysing emerging regulatory and financial measures, as well as new geopolitical alignments, that are accelerating the global drive to construct nuclear reactors in 2026.

This Pulse survey, conducted in June 2025, explores perceptions of nuclear threats in the region, including the likelihood of nuclear events, levels of preparedness, and the need for collective emergency response. The findings offer insights into how geopolitical uncertainty is shaping public concerns about nuclear risks.     When asked about the likelihood of a nuclear event occurring in the Middle East within the next 10 years, the majority of respondents placed the probability between high (41%) and moderate (41%). Only a small minority believed such an event is unlikely (16%) or ruled it out entirely (3.1%). Indicating that a potential nuclear event is no longer seen as a distant possibility, but rather as a plausible risk shaped by current geopolitical dynamics and regional instability.     In response to the survey question on the most likely cause of a nuclear fallout event, participants felt that a nuclear war was the most likely cause (46%) over a nuclear reactor malfunction (38%). While historical incidents suggest that reactor malfunctions have been more frequent, respondents seem more preoccupied with the threat of nuclear war, likely influenced by ongoing geopolitical uncertainty in the wake of recent conflicts, including the now-concluded Iran-Israel War. Cyberattacks, although technically plausible, were considered less likely (13%), again perhaps due to comparison with the more immediate risks of war or malfunction. Meanwhile, terrorist attacks were seen as the least likely (4.2%) cause, reinforcing the perception that threats from rival states pose a greater nuclear risk than those from non-state actors.     When asked whether the Middle East should establish a joint nuclear emergency system, the majority of respondents (91%) supported regional cooperation, reflecting concerns over rising tensions and the limited capacity of some states to respond independently. A small minority (9%), however, opposed a fully inclusive system and favoured cooperation among select countries. Suggesting that those respondents perceive certain states as more vulnerable, or more responsible, than others, implying a belief in differentiated eligibility for participation. Ultimately, this response pattern may also highlight underlying perceptions of disparity among regional states and a reluctance to include perceived "free riders" in collective security efforts.     In response to whether the Middle East is prepared for a nuclear malfunction or cyberattack, the majority of participants (76%) expressed a clear sense of unpreparedness. With remaining respondents believing that the Middle East is somewhat (12%) or fully (12%) prepared. The strong emphasis on lack of preparedness reflects a prevailing sense of concern or fear among respondents. This sentiment is further reinforced by earlier responses, particularly the widespread support for establishing a joint nuclear emergency system, indicating that many view regional cooperation as essential to compensate for individual state limitations in crisis response.     When asked about the region’s preparedness for a potential nuclear war, an even larger share of respondents (87%) indicated that the Middle East is not equipped to handle such a scenario. Compared to the previous question on nuclear malfunctions and cyberattacks, the heightened perception of unpreparedness here reveals which category of threats weighs more heavily on respondents’ minds. This contrast suggests that nuclear war, in particular, is seen as a more pressing and dominant concern, likely due to its catastrophic scale and links to ongoing geopolitical instability in the region.   PULSE is a data-driven series that visualizes public sentiment on trending regional and global issues, curated and edited by the Al Habtoor Research Centre Early Warning Programme’s Senior Researchers Habiba Diaaeldin and Ahmed El Saeid.   The findings presented are based on data collected through social media polls and online forms distributed via email. While efforts are made to ensure a broad and diverse sample, the results reflect the views and opinions of respondents and should not be interpreted as representative of the entire population or Al Habtoor Research Centre.