Skip to content
Search

Latest Stories

Analysis

Iran was hit – did the nuclear non-proliferation regime take the blow?

​Amir Seaid Iravani premanent representative of the Islamic Republic of Iran speaks during the UN Security Council on June 24, 2025 in New York City.

Amir Seaid Iravani premanent representative of the Islamic Republic of Iran speaks during the UN Security Council on June 24, 2025 in New York City.

John Lamparski via Reuters Connect

It’s not clear yet how much the US attack on Iran's nuclear sites this weekend set back the Islamic Republic's ability to develop atomic weapons, but experts say the airstrikes almost certainly threw a bomb into something larger: the global nuclear non-proliferation regime.


Since 1970, the UN-backed Non-Proliferation Treaty, known as the NPT, has been the backbone of efforts to prevent more countries from developing nuclear weapons. Nearly 200 countries have signed it – including Iran. But with the stroke of a B-2, Trump may have wrecked it.

The treaty formally recognizes the nuclear arsenals of the five permanent members of the UN Security Council—China, France, Russia, the United Kingdom, and the US. All other countries promise not to develop those weapons – though they can use nuclear power for civilian uses. They agree to inspections from the UN’s International Atomic Energy Agency to ensure they aren’t secretly developing weapons, under threat of sanctions.

Since the treaty's signing, just four nations have acquired nuclear weapons. North Korea, India, and Pakistan, as well as Israel – which despite Tel Aviv’s denials is widely believed to have secretly weaponized its program in the 1960’s. None of these countries had signed the NPT, though, so the international condemnation of their development was, structurally, limited.

Overall, experts say, the treaty has been a success. “There are more countries today that had started nuclear weapons programs and decided to stop them than there are countries that have nuclear weapons,” says Matthew Bunn, professor of Energy, National Security, and Foreign Policy at the Harvard Kennedy School. “So our efforts to stop these programs succeed more often than they fail.”

However, US and Israel’s attacks on Iran disregarded the NPT mechanisms entirely, something that could raise doubts about the value of the treaty among other countries that are party to it.

“The US is seen by many countries, particularly in the Global South, as a bully that uses its military power outside of international law,” says Bunn. “That’s a problem for the US being able to negotiate what it wants in forums like the NPT.”

History suggests it may be worth having nukes. Nuclear weapons are seen as the ultimate deterrent to invasion or regime change, making them particularly sought after by countries at odds with global powers or aggressive neighbors.

Iraq and Libya gave up their nuclear weapons programs in the 1990s and early 2000s, while Ukraine surrendered its actual arsenal after the Soviet collapse. The first two were invaded by the US and NATO, while the third was invaded by Russia. Meanwhile, North Korea successfully built several bombs and has avoided regime change despite being on a war footing against the US-backed South for 75 years.

Since the attack, Iran has threatened to abandon the NPT, calling the attacks an “irreparable blow,” with lawmakers considering the possibility of pulling out on Sunday. If they leave the treaty, it raises the likelihood that more countries could follow suit, meaning the world could see more nuclear weapons development, with less international oversight.

“Countries that fear they may be on the pointy end of an American stick will be more motivated than before to seek nuclear weapons,” says Bunn.

But it's not just America’s enemies who want nukes. Many of Washington’s allies have long agreed to forego nuclear weapons because they had the protection of America’s own nuclear umbrella. But now, Bunn says, “American allies are beginning to wonder if they need their own nuclear weapons because of the US president who routinely questions whether the US should defend its allies.”

South Korea and Poland, which share borders with nuclear-armed North Korea and Russia respectively – are both asking that question. Poland’s Prime Minister Donald Tusk is “talking seriously” about obtaining nuclear capabilities and in South Korea, polls have found that as much as 70% of the population supports having its own arsenal.

“A number of countries are saying to themselves, we've rested our entire security policy on the notion that America will always be a reliable partner. And it looks like that may not be true. Do we need nuclear weapons of our own?” says Bunn.

More For You

Senator Flavio Bolsonaro, son of Brazil's former President Jair Bolsonaro, in Brasilia, Brazil, on December 19, 2025.​

Senator Flavio Bolsonaro, son of Brazil's former President Jair Bolsonaro, speaks during an interview with Reuters in Brasilia, Brazil, on December 19, 2025.

REUTERS/Adriano Machado
Three years ago today, supporters of former Brazilian President Jair Bolsonaro stormed Congress and other buildings in the capital of Brasília in a violent attack often compared with the Jan. 6, 2021, assault on the US Capitol. Both events centered on claims that national elections had been “stolen,” but they produced very different outcomes for [...]
​Donald Trump as a giant hitting Venezuela with a stick.

Donald Trump as a giant hitting Venezuela with a stick.

GZERO design
2026 is a tipping point year. The biggest source of global instability won’t be China, Russia, Iran, or the ~60 conflicts burning across the planet – the most since World War II. It will be the United States. That’s the throughline of Eurasia Group’s Top Risks 2026 report: the world’s most powerful country, the same one that built and led the [...]
​Supporters of the UAE-backed separatist Southern Transitional Council during a rally in Aden, Yemen, on December 30, 2025.

Supporters of the UAE-backed separatist Southern Transitional Council (STC) wave flags of the United Arab Emirates and of the STC, during a rally in Aden, Yemen, on December 30, 2025.

REUTERS/Fawaz Salman
Yemen’s civil war had been at a stalemate for years.That changed in early December, when the UAE-backed Southern Transitional Council (STC), a separatist group seeking to re-establish the southern Yemeni state that existed until 1990, stormed through the oil-rich region of Hadramout, ousting the Saudi-backed forces and extending its area of [...]
Interim President Delcy Rodriguez, in green, walks out of the National Assembly in Caracas, Venezuela, on January 5, 2026.

Venezuela's Defence Minister Vladimir Padrino Lopez, Interior Minister Diosdado Cabello, interim President Delcy Rodriguez, Nicolas Maduro Guerra, son of ousted president Nicolas Maduro, and National Assembly President Jorge Rodriguez, walk together at the National Assembly in Caracas, Venezuela, on January 5, 2026.

Marcelo Garcia/Miraflores Palace/Handout via REUTERS
Who “runs” Venezuela now? For now, Washington – having ousted dancing strongman Nicolás Maduro – has turned to his vice-president, 56-year-old Delcy Rodríguez, a regime heavyweight who has previously served as minister of both finance and oil under Maduro.The move sidelines Venezuelan opposition leaders Maria Corina Machado and her ally Edmundo [...]