EXPERT OPINION — South Korea’s Korea Institute for Defense Analysis recently publicly stated that we underestimated North Korea’s nuclear weapons program. According to their analysis, North Korea has between 127 and 150 nuclear weapons (not 50 to 60 nuclear weapons), and by 2030 they will have 200 nuclear weapons, reaching 400 nuclear weapons by 2040.

At the eighth Central Committee of the Workers’ Congress in late 2022, North Korean leader Kim Jong Un ordered the exponential expansion of North Korea's nuclear arsenal and the development of a more powerful intercontinental ballistic missile. Mr. Kim reportedly said: “They are now keen on isolating and stifling North Korea…and the prevailing situation calls for redoubled efforts to overwhelmingly beef up our military muscle.”

During this six-day meeting of the Central Committee, Mr. Kim not only called for an “exponential increase in North Korea’s nuclear arsenal”, but he also called for the mass production of battlefield tactical nuclear weapons targeting South Korea, and a new ICBM with a “quick nuclear counterstrike capability; a weapon that could strike the mainland U.S.”

North Korean leaders usually say what they plan to do. Indeed, this is the case with Mr. Kim. Not only has he apparently done this with his arsenal of nuclear weapons, but in October 2025, at the parade celebrating the 80th anniversary of the Korean Workers’ Party, the Hwasong-20, a solid fuel, mobile three stage ICBM capable of targeting the whole of the U.S., was introduced to the international community. The Hwasong-20 possibly could also be capable of launching multiple nuclear warheads at different targets, a capability that would challenge any missile defense system. So, the arsenal of ICBMs that could strike the U.S. – Hwasong-18 and 19 – has also grown exponentially with the Hwasong-20, as Mr. Kim said in 2022.

North Korea has also been working on its submarine program, to include a nuclear-powered submarine. This is in addition to its extensive work on hypersonic and cruise missiles, all representing a challenge to any missile defense system.

North Korea is also developing a second-strike capability, with programs to ensure the survivability of some of North Korea’s nuclear weapons and the progress North Korea has made with solid-fuel mobile ICBMs and nuclear-armed submarines, providing a mobile launch platform. Moreover, North Korea’s doctrine for the use of nuclear weapons has changed to a preemptive, first use of nuclear weapons if a nuclear attack against the leadership or command and control systems is imminent or perceived to be imminent.

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Russian President Vladimir visited Pyongyang in June 2024, when he and Mr. Kim signed a mutual defense treaty, part of a “Strategic Comprehensive Partnership” between Russia and North Korea, ratified in November 2024. Article 4 of the treaty states that should either nation “put in a state of war by an armed invasion, the other will provide military and other assistance with all means in its possession without delay”

In October 2024, NATO claimed North Korean soldiers arrived in Russian Kursk Oblast to join Russian forces in its war of aggression with Ukraine. Additionally, North Korea was providing Russia with artillery shells and ballistic missiles. That assistance to Russia continues.

In return, it’s likely that in addition to energy and food assistance, Russia is providing North Korea with assistance with its satellite and ballistic missile programs and, also, with its nuclear program. Indeed, Russia could help with North Korea’s nuclear-powered submarine program, especially with the design, materials and components for such a technically challenging program.

North Korea’s mutual defense treaty with Russia, and its participation in the war with Ukraine, was a major failing of the U.S. and South Korea. We should have seen movement in this direction and did more to prevent it from happening. Of course, there is irony in Russia now saying North Korea should have nuclear weapons when in the Six Party Talks with North Korea, Russia, with China, Japan, South Korea and the U.S., was in sync arguing that North Korea should not have nuclear weapons.

North Korea’s nuclear and ballistic missile programs are an existential threat to the U.S. and its allies. Our past policy to “contain and deter” North Korea and to be “strategically patient” with North Korea didn’t work. They failed, as evidenced by North Korea’s robust nuclear and ballistic missile programs and their allied relationship with Russia – and China. Indeed, efforts should be made by the leadership in the U.S. and South Korea to get Mr. Kim to reengage, especially with President Donald Trump.

As South Korean President Lee Jae Myung said, North and South Korea are in a “very dangerous situation” where an accidental clash is possible at any time.

This column by Cipher Brief Expert Ambassador Joseph DeTrani was first published in The Washington Times

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OPINION — “As we’ve said from the beginning, and in every statement, these highly effective strikes are specifically intended to be ‘lethal, kinetic strikes.’ The declared intent is to stop lethal drugs, destroy narco-boats, and kill the narco-terrorists who are poisoning the American people. Every trafficker we kill is affiliated with a Designated Terrorist Organization.”

That was part of a message from Defense Secretary Pete Hegseth last Friday evening on the social platform X, commenting on an earlier Washington Post story that alleged Hegseth had verbally ordered defense officials to “kill everybody” traveling on a narco-trafficking boat September 2. That was the first of 21 boats struck and sunk since then by U.S. military units – actions which have killed 83 people.

According to last week’s Post story, that first September 2, missile strike hit a so-called narco-trafficking boat carrying 11 passengers, but left two survivors clinging to the wreckage. The Post story then reported for the first time that a second strike was ordered by Adm. Frank "Mitch" Bradley, who was at the time, head of Special Operations Command and was the commander in charge of the operation.

In his Friday message, apparently referring to The Post article, Hegseth wrote, “As usual, the fake news is delivering more fabricated, inflammatory, and derogatory reporting to discredit our incredible warriors fighting to protect the homeland.”

Hegseth went on to write that the attacks have been “lawful under both U.S. and international law, with all actions in compliance with the law of armed conflict,” positions already being criticized and questioned before last week’s Post story.

On Sunday, President Trump on Air Force One said, “He [Hegseth] said he did not say that [the order “kill everybody”], and I believe him, 100 percent.”

Yesterday, White House Press Secretary Karoline Leavitt, said “Secretary Hegseth authorized Adm. Bradley to conduct these kinetic strikes,” and that “Adm. Bradley worked well within his authority and the law to ensure the boat was destroyed and the threat to the United States of America was eliminated.”

A good question is who was in the room when Adm. Bradley gave that order?

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The second strike issue has also put a spotlight on President Trump’s threat policy toward Venezuela and its leader, Nicolas Maduro.

I describe it as a threat policy because Trump’s been unclear whether he just wants Maduro out, or plans for the U.S. to take over Venezuela and install a new government in Caracas.

Since August, a possible U.S. invasion force has been built up in the Caribbean, and over the past weeks Marine, Navy and Air Force elements have carried out well-publicized military exercises. Trump last week threatened to attack Venezuelan land-based drug facilities, and he disclosed on Sunday, that he had spoken to Maduro.

Press reports claim Trump offered free passage if Maduro left Venezuela, but indications are that the latter did not accept the offer. A Trump-led White House meeting on Venezuela was scheduled for 5 p.m. yesterday with the President’s top national security aides.

Let’s pause for a moment.

President Trump has not yet explained his strategy, or the specific purpose or plan, for the built-up U.S. Caribbean military forces. He has talked about stopping drugs from entering the U.S., often claiming – with no proof – that each narco-boat destroyed saves 25,000 American lives.

It’s no real war on drugs in the U.S. since it has no domestic element, and even the foreign side is flawed as illustrated by Trump’s surprise pardon offer last Friday to former-Honduran President Juan Orlando Hernández.

Based ironically on an investigation begun during Trump’s first administration, Hernandez was convicted and sentenced last year to 45 years in prison. Prosecutors described him as a “violent, multi-ton drug trafficker” who allegedly abused his political connections for personal and political gain and at least twice “helped arrange murders of drug trafficking rivals.”

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Meanwhile, up to now Congress has yet to hold a public hearing focused on the Caribbean buildup or the Venezuelan situation. However, this second-strike killing of the two September 2 survivors has brought new attention and concern to the legal questioning of the Trump administration’s killing of narco-traffickers.

Harvard Law School Professor Jack Goldsmith last Friday pointed out in his Executive Functions platform that the Defense Department’s own Law of War Manual says, “it is also prohibited to conduct hostilities on the basis that there shall be no survivors, or to threaten the adversary with the denial of quarter. This rule is based on both humanitarian and military considerations. This rule also applies during non-international armed conflict.”

Last Friday, Sens. Roger Wicker (R-Miss.) and Jack Reed (D-R.I.), chairman and ranking Democrat on the Senate Armed Services Committee, released a joint statement saying their committee “is aware of recent news reports and the Department of Defense’s initial response regarding follow-on strikes on suspected narcotics vessels in the SOUTHCOM area of responsibility.”

As a result, the two Senators said, “The Committee has directed inquiries to the Department and we will be conducting vigorous oversight to determine the facts related to these circumstances.”

Their notice comes on top of a letter sent November 24, to Attorney General Pam Bondi and Hegseth by Democratic Senators on the Armed Services Committee, seeking “expeditious declassification and public release of the Department of Justice Office of Legal Counsel’s [OLC] written opinion, dated September 5, 2025, concerning the domestic and international legal basis for recent military strikes of certain vessels near South America and the Caribbean, with appropriate redactions necessary to protect military personnel and sensitive intelligence matters.”

The 13 Senators pointed out, “Few decisions are more consequential for a democracy than the use of lethal force,” and noted as precedent that “after the United States carried out military strikes in Libya in 2011, and in Syria in 2018, the Department of Justice released the applicable OLC opinion justifying each operation.”

On Saturday, the House Armed Services Chairman and ranking Democrat. Reps. Mike Rogers (R-Ala.) and Adam Smith (D-Wash.), issued their own statement saying their committee is “committed to providing rigorous oversight of the Department of Defense’s military operations in the Caribbean,” and “we take seriously the reports of follow-on strikes on boats alleged to be ferrying narcotics in the SOUTHCOM region and are taking bipartisan action to gather a full accounting of the operation in question.”

With both Republican-chaired committees on record opening inquiries into the narco-boat attacks, and President Trump threatening new land attacks on Venezuela, it is not clear what happens next.

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What Trump has done is put out statements on Truth Social such as the one last Saturday, “To all Airlines, Pilots, Drug Dealers, and Human Traffickers.” They are to “please consider THE AIRSPACE ABOVE AND SURROUNDING VENEZUELA TO BE CLOSED IN ITS ENTIRETY.” Most international commercial flights had been cancelled more than 10 days ago after the November 21, U.S. Federal Aviation Administration warning of the risks of flying over Venezuelan airspace,

What is all this Trump messaging supposed to mean? And is this a way a serious U.S. President should be conducting foreign policy?

As I and others have pointed out, there has been unease indicated within the Defense Department since these unprovoked killings began. In mid-October, SOUTHCOM Commander Adm. Alvin Holsey announced his early retirement on December 12 – little more than a year after he assumed the position. Holsey has yet to disclose his reasoning, but the New York Times reported that he had raised internal concerns about the attacks on the boats.

In November, NBC reported that a senior SOUTHCOM Judge Advocate General in August, before the strikes began, had raised whether they would be legal, and that he was later sidelined.

We also have had President Trump’s social media outbursts beginning November 20, against Sen. Mark Kelly (D-Ariz.) and five other Members of Congress, each of whom had served in the military or CIA, for their video reminding military personnel that they “can refuse illegal orders.” Trump at various times called what they had done “Seditious Behavior” that was “punishable by death.”

Hegseth, last Tuesday in a memo to the Navy Secretary John Phelan, described Kelly’s participation in the video as “Potentially Unlawful Conduct,” and asked for it to be reviewed for “consideration and disposition as you deem appropriate.” As a retired Navy officer, Kelly could be ordered back on active duty and face a court martial trial. But Hegseth, having apparently left it up to Phelan and the Navy to carry out, made it highly unlikely that anything more than an inquiry will ever take place.

While all these activities are taking place today, I want to also record a bit of history surrounding Operation Southern Spear, which Secretary Hegseth announced November 13, “as a new, formal military and surveillance campaign,” with a goal “to remove ‘narco-terrorists’ from the Western Hemisphere and secure the U.S. homeland from illicit drugs.”

In fact, Operation Southern Spear had its roots in the Biden administration and was officially announced by the U.S. Navy 4th Fleet on January 28, 2025, as “a heterogeneous mix of Robotic and Autonomous Systems to support the detection and monitoring of illicit trafficking while learning lessons for other theaters.” In a press release, the 4th Fleet said the operation was an evolution of the Navy’s previous operation dubbed Windward Stack, begun in 2023. It added, the results of Operation Southern Spear “will help determine combinations of unmanned vehicles and manned forces needed to provide coordinated maritime domain awareness and conduct counternarcotics operations.”

In a July 2, 2025, announcement, the Navy said SOUTHCOM and 4th Fleet have launched Operation Southern Spear which “will involve un-crewed surface vessels that can stay at sea for extended periods, small robotic interceptor boats, and vertical take-off and landing un-crewed air systems. These will combine with manned forces to help provide coordinated maritime domain awareness and conduct counternarcotics operations.”

I doubt that the originators of Operation Southern Spear foresaw it as a human killing program.

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When the swap finally happened, Putin greeted Krasikov on the tarmac with a public embrace, an extraordinary display of presidential affection for a convicted murderer. Days later, the Kremlin confirmed his FSB status, praised his “service,” and even highlighted his past role as a presidential bodyguard. Putin’s message to his security services—and to the world—could not have been clearer: if you kill for Putin’s regime, the regime will protect you. Killing for the regime has always been a mission for Russia’s intelligence services (RIS).

State-directed murder was long embedded in the mission and culture of the RIS and their predecessors. The practice predates the Soviet Union, reaching back to the Czarist Okhrana, which routinely hunted down dissidents when exile to Siberia failed to silence them. After the 1905 revolution, Czar Nicholas II unleashed a wave of retributive assassinations that set a precedent for the violence institutionalized by the Cheka and later the KGB. He became known as “Bloody Nicholas.” The state security “organs” (as they are still known in Russia) elevated assassination into a professional craft, giving rise to the notorious phrase in Russian: vishaya mera nakazaniya — the highest measure of punishment. The term still carries its original meaning and dreaded connotation: death at the order of the state, whether by trial or extrajudicial killing.

There were many examples both at home and abroad for Soviet citizens to be afraid. Stalin’s plot to kill his arch-rival and fellow revolutionary, Leon Trotsky, was decades in the making and ended with an ice pick to Trotsky’s head while he was in Mexico City. His assassin, Ramon Mercader, was awarded the title Hero of the Soviet Union when he was released from prison and arrived back in the USSR.

Secret institutes like the infamous “Poison Factory,” known in the KGB as Laboratory 1 or “kamera” (for “the cell”), were set up during the early years of the Cold War to study chemical and biological agents that could be used to murder quietly. Laboratory 1 specialized in refining special toxins, like the ricin pellet the KGB provided to their Bulgarian allies, and used in the infamous assassination of Bulgarian dissident Georgi Markov on a London bridge in 1978.

Today is no different. Some assassinations are believed to be directly ordered by Putin in what the Russians call “direct action” (pryamoye deistviye, also known colloquially as mokroe delo, or wet work), while others are believed to be carried out with his implied approval. Poison factories continue to function inside of Russia. Today, the FSB uses a modern “kamera” which helped refine the nerve agent Novichok for use against the defector Sergei Skripal in the 2018 Salisbury UK attack. It was the same agent used against Russian Opposition leaders Alexei Navalny in a failed assassination attempt, prior to his death in a remote Russian prison, also likely wet work at the hands of the FSB.

Why does Putin let his Chekist assassins use such a well-known, state-only produced chemical weapon like Novichok to kill defectors or dissidents? The answer: because he wants the world to know the RIS were behind the attacks and that the tradition of the “highest measure” continues. Otherwise, he could certainly have his hitmen use a gun, ice pick, or other more deniable method. There is a track record now for decades, going back to the FSB defector Alexander Litvinenko and his death from polonium in the UK. The RIS will not hesitate to murder any intelligence or military defectors that the RIS can find and reach in the West. The lack of a formidable response from the UK and the U.S. to the Litvinenko poisoning only emboldened Putin and his henchmen (one of the assassins, Lugavoy, was praised so highly within Russia that he was eventually elected to the Russian duma).

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The Russian Record of Killing their Own: Disincentivizing Dissent

Putin and his RIS siloviki want all of their officers to know that the price for treason is death, and they don’t care what government may be offended or what international laws are broken. Otherwise, the incentive for those officers to betray Russia’s corrupt services and look to a better life for themselves and their families is too high. It matters not whether the execution is ordered by a secret court, or carried out on the street, the RIS consider it within their purview to decide how and when.

Two historical points illustrate this as practice within the RIS. For decades of the Cold War, and after, the rumor proliferated within the KGB and GRU that one or both of the first GRU spies to work for the United States, Pyotr Popov and Oleg Penkovskiy, were executed by being thrown into a furnace alive. Popov was uncovered and executed in 1960. Penkovskiy was arrested and executed in May 1963 after the vital role he played in providing intelligence to the United States during the Cuban Missile Crisis.

The practice during that time period, carried over from Stalin’s purges, was more likely a bullet to the back of the head up against a wall at the infamous Lubyanka prison. But the rumor, which was spread to the West by GRU defector Viktor Suvorov, was effective and garnered a lot of attention within the services; it still does. It was purposely spread, and taught, and continues to be, at the KGB Andropov Academy through the 1980s, now known as the modern SVR Foreign Service Academy (what they call the AVR). The same rumor is taught to officers at the GRU Military Diplomatic Academy. Defectors have confirmed for years that this rumor is whispered among classes at the academies, and as a warning against dissents—“you want to be thrown into a furnace alive, shut-up you idiot!” The very idea of being burned alive in a furnace is hard for young officers to forget.

There is another example from Cold War history that illustrates the same point. In 1985, the so-called “year of the spy,” while crypto-spy John Walker and his family ring were uncovered and arrested, CIA officer Ed Howard defected to Moscow, and many other espionage incidents took place. CIA traitor Rick Ames gave his “big dump” of classified holdings to the Soviets. Ames offered up roughly a dozen different U.S. cases to the Soviet services, including many penetrations of the KGB and GRU. Most of those assets were executed in short order, sending up a giant “CI flag” of counterintelligence warning to CIA/FBI and the entire U.S. intelligence community that something was amiss. A major mole hunt, which unfortunately took nine years, eventually led to Ames’ arrest. Ames himself commented after his arrest that he was astounded that the KGB/GRU had killed so many assets: why not keep them running as controlled cases, at least for a time, in order to protect him? It was an unprecedented, even reckless reaction.

Why did they do it?

The answer, as some senior Russian officers including former Line KR (kontrarazvedka or CI) Chief Viktor Cherkashin would later confirm (he wrote a book that was translated in the West) was that the Soviet services had no choice. The KGB and GRU had to take drastic steps to stop the flood of espionage and leaks in the Soviet services—too many traitors! An example had to be set.

Cherkashin would know since he ran both Ames and FBI spy Robert Hanssen when he served in the Washington D.C. Residency (station) of the KGB. Reportedly, the issue went to the highest ranks of the KGB/GRU and then on to the Central Committee of the Communist Party. For all their feared security prowess in the Soviet Union, the vaunted KGB had no idea that the CIA was running so many cases under their noses, literally, in Moscow and around the world. Since their own counterintelligence, the 2nd Chief Directorate of the KGB, had failed so miserably, the decision was made to execute them all (or nearly all, a previous few escaped death in the Gulag). There had to be a hard line drawn for the tens of thousands of other Soviet intelligence officers not to betray the regime - the highest measure would be the warning.

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Murder by Order or Murder to Impress the Boss?

The FSB is no less of a counterintelligence failure than their KGB predecessors. They cannot turn the tide against the U.S., our intelligence services, and those of our allies. Instead they arrest innocent civilians like those used to barter for the 2024 swap. That is why Putin likely continues to order death to all intelligence defectors. That is why he will greet a killer like Krasikov at the airport in Moscow in front of the cameras. But Putin’s RIS don’t just kill defectors and Chechen separatists. The RIS were almost certainly behind many political hits in Russia like Navalny, Boris Nemtsov and many others “falling out of windows” from Putin’s own government in recent years. Here it is important to recall that under President Yeltsin, Russia abolished the death penalty. So what were once judicial executions, ordered by the state, have become extra-judicial killings in the Putin era. But for the RIS, there is no distinction.

There have been many assaults and killings of journalists like Anna Politkovskaya. The question often arises—does Putin know about and order all of these murders? Perhaps, but there may be something else at play as well, an effort to impress “the boss.” This could also explain some of the more reckless acts of sabotage playing out in Europe at the hands of the RIS. Mafia families work in the same way - they surprise the boss with new income streams or take out a threat to the family with a hit, to earn one’s “button” and become a “made man.”

Indeed, the RIS function within mob-like cultures, fostered by patronage relationships, and corruption at every level. Officers are encouraged to pay bribes up the chain of command, and frauds of all kinds at every level infect their services. Putin has no doubt told aspiring leaders in the SVR, GRU and especially the FSB, his favorite service, to surprise him with new and inventive operations meant to hit back against the West, particularly regarding Ukraine. This has led to a cascading series of actions by the RIS, including sabotage, exploding parcels, and, yet again, like earlier in their history, attempted assassinations. The most brazen plot uncovered so far was the GRU plot that was unraveled in Germany in 2024 to assassinate the CEO of Rheinmetall, a leading provider of arms to Ukraine. GRU unit 29155 is likely behind that plot, just as they were behind the Skripal attack, and others.

The RIS attack dogs in Putin’s services are simply continuing a tradition of state-directed violence. Yet in the West, we often hesitate to assign blame, waiting for courtroom-quality evidence. But the evidence is already written across decades of Russian intelligence tradecraft, and reinforced by independent investigations.

Open-source teams like Bellingcat have repeatedly identified the GRU and FSB officers behind some of Moscow’s most feral operations - from the Skripal poisoning in Salisbury to the attempted assassination of Alexei Navalny. Still, conclusive proof of Kremlin authorization often appears only when an insider defects with hard intelligence. Those who contemplate such a step know they will be protected and given a new life in the West. They also know the stakes, however, if caught.

The absence of courtroom proof in every case of murder, poisoning, or a fall from a window should not silence the West. Putin’s record speaks for itself. His regime has presided over the killings of journalists, opposition figures, exiles abroad, and tens of thousands of Ukrainian civilians. He operates as a modern bloody czar, no different in impulse from Nicholas II—ordering assassinations, reprisals, and revenge killings with impunity. And the pattern is escalating. It is only a matter of time before Russian intelligence pushes further, testing its reach against U.S. and allied targets. The warning signs are unmistakable. The question is no longer whether the threat exists, but what the West intends to do about it.

All statements of fact, opinion, or analysis expressed are those of the author and do not reflect the official positions or views of the US Government. Nothing in the contents should be construed as asserting or implying US Government authentication of information or endorsement of the author’s views.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

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FEATURED INTERVIEW — As the Pentagon undertakes its most ambitious overhaul yet of how it acquires new warfighting capabilities, Silicon Valley entrepreneurs are weighing in on whether the modernization effort can happen quickly enough to bring the U.S. up to speed with China in a time of rapid technological development.

When the overhaul was announced earlier this month, Secretary of War Pete Hegseth said the reforms aims to dramatically accelerate how the Department buys and fields new capabilities and that the changes are specifically aimed at cutting bureaucracy, rewarding rapid development, and pushing defense primes to invest more of their capital in new capabilities.

In the weeks since the announcement, the U.S. Army has shared details on how it will reform its service-level acquisition process. Part of the change involves consolidating the service’s program executive offices (PEOs), which are responsible for buying new weapons, into six new offices called “portfolio acquisition executives” (PAEs). Plans also include the creation of a new office to rapidly field and scale emerging technologies. Similar initiatives are in the works at the other services.

Measures like these have been championed by the private sector, which has traditionally on the cutting edge of innovative capabilities for decades. Cipher Brief COO & Executive Editor Brad Christian caught up with Entrepreneur and Stanford Professor Steve Blank, who recently published a Department of War Program Executive Office directory to help entrepreneurs better navigate the current complicated system for selling to government. Their conversation has been lightly edited for length and clarity.

Steve Blank

Steve Blank is an adjunct professor at Stanford and co-founder of the Gordian Knot Center for National Security Innovation. His book, The Four Steps to the Epiphany is credited with launching the Lean Startup movement. He created the curriculum for the National Science Foundation Innovation Corps. At Stanford, he co-created the Department of Defense Hacking for Defense and Department of State Hacking for Diplomacy curriculums. He is co-author of The Startup Owner's Manual.

THE INTERVIEW

Christian: Describe your initial reaction to the Pentagon's somewhat surprise announcement that it was overhauling its acquisition process.

Blank: It was mind blowing. It was mind blowing not because anything the Secretary said was new; these are things that people who are interested in acquisition reform have been asking for the last 10 years. But it was put in a single package and was clearly done by the infusion of people who have actually run large businesses and were used to all the language of organizations that already know how to deliver with speed and urgency.

The part that didn't get said, is essentially that the Department of War wants to adopt startup innovation techniques of lean iteration, pivots, incremental releases, good enough delivery, and that gets you what the Secretary asked for, which was speed of delivery. But all those are things that we've lived with in Silicon Valley for the last 50 years. And it wasn't until we had people who worked outside of buildings with no windows inside the Pentagon to understand that those techniques could actually be applied. And it required blowing up the existing system. And they did that spectacularly well. There are very few holes in these proposals.

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Christian: Obviously the Pentagon procurement system is a product of decades of bureaucracy and rules. Are you hopeful that you're going to be able to see the kind of change in the rapid timeline that they've laid forth here?

Blank: Number one, this is a pretty extensive reorganization. Right now, the Department of War is siloed between requirements and system centers for testing and prototyping and acquisition, which was the acquisition with a small A with the PEOs and program managers, and then it went to contracts and then it went to sustainment, et cetera.

Those were silos. Now we're putting it all underneath a single portfolio acquisition executive. So, instead of making their offices 10,000 people, it's actually a matrix organization, much like a combatant command is. Most of those people will stay in their existing organizations but now be tasked to work on specific portfolios. And the portfolios will no longer be arranged by weapons system. They're going to be arranged, for example, by war fighting concepts or technology concepts, et cetera.

That said, boy are they trying moving an elephant and make it dance. And at the same time, they recognized - this was one of the genius parts - that people won't just get a memo and know what to do. Historically, they've depended on the Defense Acquisition University, which taught contracting officers and the rest, how to work with the 5,000 pages of the DFAR and FAR, Federal Acquisition, Defense Acquisition Regulations. One of the unnoticed things was that they basically told the Defense Acquisition University, to stop teaching what they're teaching today, recognizing that they need to teach people this new methodology. That's not going to happen by telepathy.

First of all, we need to train the trainers, then we need to train all the people who've grown up in their career following the paperwork. I predict six months or a year of chaos and confusion. And there are always saboteurs in a large-scale reorganization who are angry that their cheese has been moved or worse, their authority has been diminished or their head count went somewhere else. This is going to be no different except maybe at a bigger scale.

In the end, if we pull this off (and I'll explain the only possible reason not to do this) the country will be much better for it.

The other obstacle will be if you're on the board of directors and the executive staff of a prime, you're going to go through the 12 stages of denial and grief and whatever because I don't know how many times both Deputy Secretary of Defense Steve Feinberg and Secretary Hegseth made it clear that the primes weren't delivering and they weren't investing in the things the country needed and they got used to the system and we were kind of mutually dependent on a broken system - and that's over. Well, you're not going to let your stockholders say you just went home and packed up. Obviously, it's pretty clear that appealing to the Pentagon isn't going to work, but Congress is “coin operated”. This is now going to be a race of lobbying cash from the primes versus lobbying cash for the first time from private equity and venture capital. So it's going to be, who has the biggest pile of cash to influence Congress and the executive branch to keep these rules in place or modify them?

Remember what a disaster this is if you're an existing large company selling to the DoD. It says number one, we're going to buy commercial off the shelf. Number two, we're going to buy commercial off the shelf and then modify it. If and only if either one and two work, we will do some bespoke contracting with the existing organization. It's never happened before. Pretty clear, pretty direct. So, the easy thing would be for primes to change their business model. But my prediction is they're going to double and triple down on the amount of lobbying and dollars spent.

Christian: In addition to the lobbying are we going to see consolidation? A major prime, like you said, isn't going to just pack up their bags and go home. Are they just going to start scooping up all of the small commercial providers?

Blank: In the space segment, they were already doing that. And in fact, were told to kind of stand down and that these things needed to flourish. You have to remember that primes and corporations are companies. Their number one priority, at least in their heads, is no longer national interests, it's the shareholders and returns and revenues and profits. That's the nature of capitalism. The problem here is that the Department of War said, 'Well, that's nice, but we're not getting what we need out of that. Send a note to your shareholders that life's about to change'. That's going to create a lot of conflict - with a lot of money involved - in trying to bend the rules back.

And just as an aside, the primes aren't useless. You don't want them to go out of business. No startup is building an aircraft carrier or a joint strike fighter. We can make the argument of whether we should anymore, but that's secondary. That level of complexity and skill set is just not built yet. Maybe the Andurils and others will get there in another five years, but they're not there yet. And so, waving a wand and making the primes go away completely is equally inane as saying we could depend on startups for everything that the Department of War needs.

But the balance of power, at least as the secretary and deputy believe, is that we need to be building things faster and delivering them faster and on time. And we're going to look for alternate sources. That's just a mind blower. So, as I said, I see six months to a year of confusion as this reorganization happens and people come and go as they establish who's in charge, what the rules are, et cetera.

The only good thing about making this happen is in a normal administration, the administration would wait for Congress's approval. I've not seen that happen in many of these cases with this administration. And in this case, it might actually be good for the country. Time will tell.

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Christian: You referenced decades of Silicon Valley's experience with iterating and moving quickly. One of the threats and one of the actual challenges that a country like China poses to America is they have a top-down autocratic government that doesn't change every four years. That presents a unique challenge to the Pentagon that Silicon Valley doesn't know, or the private sector doesn't necessarily have. How much of a risk is there for the next administration to come in and potentially change everything? And then, if you're one of those big primes, are you baking that into your long-term planning that this might shift in a measurable way in the future? Or do you think these changes are going to be something that is so overwhelmingly positive that future administrations have to stick with it?

Blank: Well, if you were asking me this three years ago, I would have said you should get all this done now because it's going to be flipped back in three years. What's different now though, is the amount of capital available for startups, scale-ups, and private equity firms that can match or overpower the lobbying efforts of the primes. So as I said, both the executive branch and Congress are coin operated, even more so now than ever. And for the first time ever, the insurgents have as much or more coin than the incumbents. That's what's going to change this game.

So yes, a Democratic administration or another Republican one might have a different opinion. But in this case, we're talking about piles of money flooding the streets of Washington D.C. to try to change the game. Think about who is now sitting in the cabinet and in other places where we're seeing people with commercial experience for the first time ever at scale, inside the executive branch for sure and inside the Department of War which changes the nature of the conversation and as we're seeing - the types of things they're recommending. It wasn't that people didn't recognize this before. It was kind of hard to explain this to people who had never run a business or who have been career successful. I've said for years, we had world class organizations, world class people for a world that no longer existed.

Finally, we have people who understand what that world should be like because they've been operating in it. Secretary Feinberg has been writing checks for tens of billions of dollars- buying aircraft carriers, okay, he’s written those kinds of checks before. Tell me who else has ever been in that position.

Again, it's not that the DOW should run like a corporation or a startup, but having that experience sets a bar for what you know is possible for doing extraordinary things. It's what this country knew how to do in World War II and during the Cold War, and we just kind of lost it when Robert McNamara, ex-chief financial officer of Ford, put in the first version of the Planning, Programming, Budgeting and Execution System (PPBE) in 1962. We've been operating on that system for 63 years, or some variance of it.

Basically, he imposed a chief financial officer's strategy on budgeting and planning, which made sense at the time. It stopped making sense about 15 years ago, but no one inside the building knew what to do differently. That's changed.

There was also one set of announcements that kind of flew under the radar, and that was that the policy organization in the DOW lost three organizations to acquisition and sustainment (A&S). I think Elbridge Colby runs that group and it went to A&S. So all the foreign military sales and all the policy stuff kind of disappeared overnight. I don't know what the talking points will be, but the optics aren't great for policy. That's number one.

The second thing that got buried in the memo and I'm not sure it was in the speech, but this new Economic Defense Unit (EDU) I think has taken over the office of strategic capital. And I think that's good given what the agenda is, which is that we're essentially using the whole of nation approach to decouple from China and not only invest in critical minerals but in the other parts of the ecosystem that we need as well, everything from batteries to drone motors to whatever. So we can operate independently. Scaling that unit up was strategically as important.

This was an acquisition announcement, but watching all these other moves are really smart chess pieces at scale, not just nibbling around the edges, but at scale. And I think paying attention to the other moves that are being made inside the DOW, you'll at least understand the master chess game that they're at least trying to implement. It's pretty smart.

Christian: You've done incredible work recently with helping people understand and navigate his environment in ways that perhaps were difficult for people to understand before. What are you going to be looking for next and what are you potentially going to be working on as a result of these changes?

Blank: I think you're referring to the PEO directory that I wrote, which is about 300 pages long. It’s the first phone book for the Department of War with a 30 page preamble of go-to-market strategies. I literally have started rewriting it and it's now going to be called the Portfolio Acquisition Executive Handbook and now it's going to explain how PAEs work and what the silos looked like before and how each service is reorganizing.

For example, the Army likely will condense 12 PEOs into six portfolios and make major shifts, this month or certainly by the end of the year. And the other services will follow. I think the Army is a little ahead of everybody else. But having a phone book to actually explain who's who and what they're supposed to be doing.

As I said, it will be six months to a year of chaos and I think having some kind of handbook that at least shows you where things are heading and who are the new people to call on would be helpful. So that's what the Stanford Gordian Knot Center for National Security Innovation is doing.

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EXPERT PERSPECTIVE — In January of 2018, I was involved in organizing and supporting the visit of General Aleksandr Bortnikov, and Sergey Naryshkin, the heads of the Russian Federal Security Service (FSB) and Foreign Intelligence Service (SVR), respectively, to Washington D.C. to discuss counterterrorism cooperation.

Interestingly, Bortnikov and Naryshkin did not travel at the same time, indicating to me that there was no love lost between the two. The SVR delegation arrived first, spent one day meeting with the leadership teams of the Central Intelligence Agency (CIA) and the Director of National Intelligence (ODNI), then departed the next day before Bortnikov and his delegation arrived. Contrary to the wild claims made by some U.S. politicians and journalists after the visit, the head of the Russian Main Directorate of Intelligence (GRU) of the Ministry of Defense (MoD) did not travel to the U.S. in January of 2018, and the SVR and FSB delegations did not have any other official or unofficial meetings with U.S. officials. Also, the visits were fully coordinated within the U.S. Government’s Interagency.

Because these visits were part of the U.S. Administration’s “Intelligence Diplomacy” efforts, the U.S. and Russian sides both agreed that there would be no public or official statements about the meetings, nor would there be any organized media coverage of the visits.

After meetings with the DNI and CIA, Naryshkin had dinner plans with the then-Russian Ambassador to the U.S., Anatoly Antonov. And on the day of his departure from the U.S., Naryshkin advised a representative of the U.S. side supporting the visit that he and Antonov chose to have dinner at a quiet restaurant in Georgetown and that while dining together, a Russian journalist “happened” to be in the same restaurant at the same time, saw Naryshkin, and would “probably write a story” about his visit.

In delivering this news, Naryshkin claimed that he had no control over what the journalist would say or write and, sure enough, soon after his plane departed, there were media reports circulating in the U.S. about Naryshkin’s visit. The initial story came from a source in the Russian media, and was picked up by multiple U.S. and International media outlets. But the reporting included false claims, like “Naryshkin and Bortnikov were joined in the U.S. by the head of the GRU General Igor Korobov." Some reporting implied that the visits were not coordinated within the U.S. Government and suggested that it was possible that the Russians had also met with officials from the White House and the National Security Council (NSC) — all insinuations that were meant to undermine the U.S. President at the time.

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Of course, the SVR was aware of the deep political sensitivities in the U.S. related to all-things Russia at the time and they knew that Trump himself was still dealing with the fallout of the “Russia Collusion” narrative that had been created and promoted by political opponents during the 2016 Presidential election. Naryshkin used the opportunity presented by his visit to “leak” information about the visit itself and to exploit existing domestic problems in the U.S., knowing that would further inflame suspicions about the U.S. President and undermine both the President and confidence in the U.S. system. There is no doubt that Naryshkin’s boss, Russian President Vladimir Putin was aware of this information operation in advance and authorized it.

I refer to this action by the Kremlin as an “information operation” because to my knowledge, the SVR did not disseminate any false or distorted information directly when Naryshkin leaked news of his visit. However, it is very possible that this was part of what the Russians called an “operational combination” in which additional aspects of SVR operations could have involved seeding false information using clandestine sources in the U.S. media space - to amplify the narrative.

For example, it is possible that the Russians would used their sources to pass information to U.S. or Western journalists that led to a lot of the false claims about the GRU Director’s presence in the U.S. at the time and allegations of a "secret meeting" between the U.S. President and Russian Intelligence officials. Of course, it is also possible that the Russians did not have to seed this type of information and instead, simply benefited from the fact that Trump’s opponents were looking to seize on any tidbit of information to attack the President and were not beyond distorting facts or promoting falsehoods to advance their own political agendas.

Information Operations are designed to play on the emotions, fears, prejudices and pre-existing beliefs of their target audiences. They are much more successful when target audiences do not apply critical thinking skills and approach receiving information with a level of objective discipline.

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In the case cited above, the Russians most likely assessed that “leaking” news of the visit of their Intelligence officials to the U.S. would play to the fears and political biases of certain portions of the U.S. audience and result in an emotional or politically charged response.

Unfortunately, the Russians likely got a great deal of benefit from a small investment of effort because elements of their target audience overreacted, giving the operation greater impact than it would have had if some targets of the effort had simply responded objectively, asked good questions about the news and purpose of the visit and taken the time to understand that the visit had been pre-cleared and coordinated within the U.S. Government “Interagency” system and was not unlike other visits by Russian Intelligence and Security officials to the U.S. during previous presidencies.

All statements of fact, opinion, or analysis expressed are those of the author and do not reflect the official positions or views of the US Government. Nothing in the contents should be construed as asserting or implying US Government authentication of information or endorsement of the author's views.

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OPINION — President Donald Trump’s 28-point peace plan is a humanitarian attempt to halt the killing and destruction in Ukraine, although Russia’s President Vladimir Putin may view the peace plan as an attempt to appease Russia. Since Russia’s invasion of Georgia in August 2008, the U.S. and its NATO allies have not been able to deter an aggressive Russian Federation.

When Russia invaded Georgia in 2008, this was a clear signal, especially to NATO, that Russia was prepared to use force in the “near abroad” when their interests weren’t respected. The response from the U.S. and NATO was weak: no military support to Georgia or strong punitive actions against Russia

In 2014, Russia seized Crimea, with minimal consequences. The muted response in 2008 to Russia’s invasion of Georgia no doubt convinced the Kremlin that the U.S. and NATO would not risk a military confrontation with Russia. Although Russia was suspended from the G8 and the United Nations General Assembly adopted a resolution condemning Russia’s annexation of Crimea, NATO’s military response – suspending all cooperation with Russia -- was weak:

The U.S. withdrawal from Afghanistan in August 2021reinforced the Russian view that U.S. and NATO “red lines” were either not clear or not credible. Indeed, Russia viewed the withdrawal as a weakening of U.S. deterrence credibility.

On February 4, 2022, just weeks before Russia’s invasion of Ukraine on February 24, 2022, Mr. Putin met with Chinese President Xi Jinping at the Beijing Winter Olympics. The joint statement from their discussion was clear in stating a “no-limits” partnership and “no forbidden areas of cooperation” between Russia and China.

And prior to Russia’s February 2022 invasion of Ukraine, the U.S. publicly stated that they had credible intelligence of Russia’s plan to invade Ukraine. Unfortunately, however, even with this insight, the U.S. could not convince Mr. Putin an invasion of Ukraine would cross a red line and result in sanctions and other consequences for Russia. We failed to deter Russia from this bloody four-year war, with over 400,000 Ukrainian casualties and over one million Russian casualties.

The 28-point peace plan is being reviewed by the leadership in Ukraine and NATO and it’s possible the peace plan will be amended, to secure greater support from Ukraine and NATO.

What’s clear from Russia’s actions in Georgia, Crimea and Ukraine is that U.S. and NATO deterrence failed. A credible deterrence strategy would have made it clear to Russia that their aggressive military behavior would have resulted in significant consequences, to include biting sanctions, pariah status and a likely military response.

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China, North Korea and Iran, allies of Russia, are watching closely how the war in Ukraine ends. Indeed, their interest in what’s included in the peace plan and the consequences for Russia, given their invasion of a Ukraine that had security assurances from Russia – and the U.S. and United Kingdom – in the 1994 Budapest Memorandum on Security Assurances, which pledged to respect Ukraine’s independence, sovereignty, and existing borders.

Hopefully, none of Russia’s allies will view the Ukraine peace plan as license to foment trouble in their region. Clearly, China understands U.S. policy: A peaceful resolution of issues between China and Taiwan, in accord with the Taiwan Relations Act of 1979. North Korea knows that the U.S. has extended deterrence commitments to our ally in South Korea and Iran should appreciate – - especially since the June 2025 bombing of their Fordow nuclear facility -- that Israel is a close ally of the U.S, with strong security commitments.

Deterrence credibility is important. That’s why the U.S. is providing Taiwan with about $387 million in defensive arms sales in 2024. And that’s why we have a Washington Declaration with South Korea, enhancing the nuclear deterrence alliance. Iran saw clearly, with the bombing of Fordow, how close our allied relationship is with Israel.

These allies of Russia would be making a grievous error if they try to exploit any peace agreement with Russia to end the war in Ukraine. And Mr. Putin would be advised to comply with any peace accord to end the Ukraine war and to refrain from any future attempt to violate the sovereignty of any of the 32 NATO members.

This column by Cipher Brief Expert Ambassador Joseph DeTrani was first published in The Washington Times

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OPINION — South Asia has once again returned to the global spotlight after a suicide bombing struck the heart of India’s capital on November 10. The bomber detonated explosives in a car near Delhi’s historic Red Fort, killing 13 and injuring 25 others. This attack—the first major attack in the Indian capital in over a decade—points to the threat of Pakistan-based terrorism beyond the border regions.

According to Indian authorities, the Delhi bombing was part of a broader plot that security agencies disrupted in the days leading up to the attack. The suicide bomber, allegedly recruited by the Pakistan-based group Jaish-e-Mohammad (JeM), reveals how Pakistan-backed outfits are upgrading their recruitment methods and fundraising tactics following Indian airstrikes in May that destroyed several of their operational centers. These developments highlight the fragility of regional security as both India and Pakistan edge closer to another military confrontation. With this backdrop, the United States must reassess its growing ties with Pakistan’s military establishment, which remains the epicenter of South Asia’s instability.

The Rise of a “White-Collar” Terror Network

Prior to the Delhi attack, Indian authorities uncovered a terror network across three provinces in India, including Jammu and Kashmir. Authorities seized nearly 2,900 kilograms of explosive materials near Delhi, including 360 kilograms of ammonium nitrate, confiscated assault rifles, and arrested at least ten doctors linked to the operation.

The scope of the seizure suggests that the “white collar” terrorist cell planned multiple coordinated attacks capable of mass casualties far exceeding the Delhi bombing. A hypothesis remains that the Delhi suicide bomber, Dr. Umar Nabi, acted independently after authorities preempted the larger plot and detained his associates. Nabi and another doctor from Kashmir were allegedly connected with JeM recruiters via Telegram and met their handlers in Turkey. It can be assessed with high confidence that the duo’s alleged meeting with their handlers overseas likely facilitated access to explosives, funding, and logistical support.

The revelation of the white-collar terrorist network in India marks a shift in Pakistan-based terrorist groups’ recruitment strategies—from radicalizing uneducated youth to mobilizing educated professionals with specialized skills. At the same time, JeM and other groups have shifted their financing from traditional banking channels to fintech platforms, mobile wallets, and decentralized digital payment systems. Together, these trends illustrate a strategic recalibration: a move toward more sophisticated, less detectable forms of proxy warfare aimed at destabilizing India’s internal security and social cohesion.

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The Pakistan Angle

A day after the Delhi bombing, another suicide attack outside Islamabad’s District Court killed 12 people. Pakistan’s Prime Minister Shehbaz Sharif and Defense Minister Khawaja Asif immediately blamed India, claiming the attacks were “orchestrated from Afghanistan at India’s behest.” However, the Pakistani Taliban (TTP) offshoot Jamaat ul Ahrar (JuA) claimed responsibility, contradicting the government’s narrative. Although no direct link has been established between the Delhi and Islamabad attacks, the latter exposes Pakistan’s deteriorating counterterrorism capacity and its flawed internal security policies. Official data from October indicates more than 4,700 terrorist incidents occurred in Pakistan this year alone, killing over 1,000 people despite 62,000 reported counterterrorism operations carried out by security forces. This paradox points to a chronic failure of strategy rather than a lack of effort.

Instead of reinforcing counterinsurgency grids in its northwest, Pakistan has relied on punitive airstrikes and heavy-handed tactics—often targeting civilian areas in Afghanistan. In early October, Pakistani jets carried out an airstrike in Kabul intended to kill TTP leader Noor Wali Mehsud. The botched operation, however, damaged civilian infrastructure and provoked international condemnation. Mehsud later released a video clip confirming he remains active within Pakistan, further embarrassing Islamabad. Additional airstrikes in Afghanistan’s Paktia Province killed three athletes, inflaming tensions along the Afghanistan-Pakistan border and triggering sporadic cross-border shelling. These misdirected operations have played directly into the TTP’s hands, enabling its expansion and emboldening more radical offshoots like JuA, which has increasingly targeted civilians in major Pakistani cities.

Pakistan’s motivations appear less about counterterrorism and more about geopolitical signaling. Its October 9 airstrike in Kabul coincided with Taliban Foreign Minister Amir Khan Muttaqi’s visit to India—the first such diplomatic outreach since the Taliban takeover of Kabul. The timing suggests Pakistan’s strikes were designed to warn Kabul against strengthening ties with New Delhi. Yet, Afghanistan has refused to yield and continues to deepen cooperation with India in healthcare and infrastructure development.

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Another Conflict Remains Imminent

As domestic terrorism surges, Pakistan’s civil-military leadership has diverted its focus to countering India’s strategic positioning in the region by inflicting punitive strikes on Afghanistan and increasing military cooperation with the interim government of Bangladesh, which is hostile to New Delhi. Simultaneously, Field Marshal Asim Munir, Pakistan’s Chief of Army Staff, recently consolidated power after parliament passed the 27th constitutional amendment, granting him sweeping authority and lifetime immunity from prosecution. This move has sparked widespread criticism within Pakistan. Three senior judges have resigned in protest, and prominent civil society figures warn that the country has entered a new phase of authoritarian rule. Munir’s expanding authority mirrors the military’s long-standing playbook: when legitimacy wanes, external crises—particularly with India—serve as instruments of political survival.

The conditions for another India-Pakistan confrontation are steadily aligning. Pakistan’s military, under domestic pressure, could once again resort to conflict with India to restore its standing. Meanwhile, Indian Army Chief General Upendra Dwivedi has warned that any future operation would be far more severe than Operation Sindoor—the codename for India’s May 2025 strikes on Pakistani terrorist and military infrastructure. General Dwivedi’s statement that territory remains the “currency of victory” signals India’s willingness to pursue limited territorial gains in Pakistan-occupied areas of Jammu and Kashmir in the event of renewed hostilities.

The May India-Pakistan conflict has set a precedent that Pakistan will use nuclear saber-rattling to secure a ceasefire with India. Yet, Indian strategists increasingly regard Pakistan’s nuclear threats as coercive posturing designed to provoke U.S. intervention rather than as credible deterrence. If another conflict erupts, India may not be deterred by Pakistan’s nuclear signaling. The Indian calculus appears to favor limited conventional offensives aimed at degrading Pakistan’s militant infrastructure and securing limited territorial gains while testing Islamabad’s actual nuclear resolve. Such a confrontation would dramatically alter South Asia’s deterrence dynamics and expose the fragility of Pakistan’s “bleeding India with a thousand cuts” doctrine.

Conclusion

For the United States, these developments present a dilemma. As I warned in The Cipher Brief in September, America’s national security priorities cannot align with Pakistan’s objectives in the region. Washington’s growing diplomatic and economic engagement with Pakistan risks undermining long-term regional stability if it fails to address Islamabad’s dual game—presenting itself as a counterterror ally while nurturing militant proxies.

Washington must reexamine the foundations of its Pakistan strategy. The United States should leverage its political influence and aid frameworks to condition engagement on measurable counterterror reforms: dismantling militant networks, enforcing digital financial oversight, and halting cross-border militant activity. Without such conditionality, the United States risks legitimizing a regime that fuels the very instability it claims to combat.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals.

Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

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That was Sen. Andy Kim (D-N.J.), last Wednesday, questioning Adm. Kevin E. Lunday during the latter’s confirmation hearing to be the Commandant of the United States Coast Guard last Wednesday before the Senate Armed Services Committee.

Lunday answered, “Well, Senator, we're operating out there under our Coast Guard law enforcement authority as a law enforcement agency, a maritime law enforcement agency. And so that's not within our authority as a law enforcement agency during our Coast Guard operations under the Department of Homeland Security's authority.”

I begin with that exchange because to me, the heart of Lunday’s response – “that’s not within our authority as a law enforcement agency” – showed a senior military officer respecting the law under which he operates.

It also raises directly the question of under what law, or still-secret Justice Department interpretation of the law, is the Trump administration carrying out its destruction of alleged narco-trafficking boats and killing of crews – so far 21 boats and 83 dead crew members?

Before discussing, again, the legal issues surrounding the Trump administration’s military activity in the Caribbean, I want to lay out concerns about what the U.S. military is doing – beyond blowing up speed boats -- and how those actions, along with Venezuela’s reactions, could lead to a war no one wants.

On November 16, with the arrival of the USS Gerald R. Ford Carrier Strike Group, more than 15 percent of all deployed U.S. Navy warships are now positioned in the Caribbean Sea, a force greater than existed during the 1960s Cuban missile crisis. Remember, the earlier buildup included the USS Iwo Jima and its amphibious ready group with the 22nd Marine Expeditionary Unit (MEU) that has more than 2,200 Marines, MV-22 Ospreys, CH-53E helicopters, and landing craft.

Although U.S. Southern Command has said these forces are focused on counternarcotics efforts with regional partners, it has not commented or disclosed details on any other specific operations,

However, the New York Times reported Friday that “the U.S. Navy has routinely been positioning warships near Venezuela’s coast in locations far from the Caribbean’s main drug-smuggling routes, suggesting that the buildup is focused more on a pressure campaign against Venezuela than on the counternarcotics operation the Trump administration says it’s waging.”

At the same time, Air & Space Forces Magazine reported “multiple B-52H Stratofortress bombers [from Minot Air Force Base, N.D.] flew off the northern coast of South America on November 20,” on a “lengthy, nearly daylong flight, which a U.S. official said was a ‘presence patrol.’” At the same time that the B-52s were operating in the region, the U.S. also dispatched Navy F/A-18 Super Hornets from the Gerald R. Ford who then joined with a U.S. Air Force RC-135 Rivet Joint signals intelligence aircraft, the magazine reported.

“All the aircraft, including the fighters, switched on their transponders for parts of the mission, making them visible [to Venezuelan radar] on flight tracking data,” according to the magazine.

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From November 16 through November 21, elements of the Marine Corps 22nd MEU along with Trinidad and Tobago Defense Forces held joint training exercises in both urban and rural environments across Trinidad and Tobago, which is just seven miles away from the Venezuelan shoreline. Operations took place during daytime and after dark, and some incorporated 22nd MEU helicopters.

Last Saturday, Trinidad and Tobago Acting Foreign Affairs Minister Barry Padarath said that joint military training with Washington will continue. “We have said, very clearly, that part of our mandate from the nation has been to restore peace and security,” Padarath said, “and therefore we are partnering with the United States and continuing these joint efforts.”

All these past activities, plus President Trump’s threats, have caused Venezuelan President Nicolas Maduro to mobilize some 200,000 soldiers. With the announcement that the Gerald R. Ford was deploying to the Caribbean, Venezuelan Defense Minister Vladimir Padrino López raised the military alert levels in the country, according to El Pais newspaper. That meant, the newspaper wrote, “placing the entire country’s military arsenal on full operational readiness, as well as the massive deployment of land, air, naval, riverine, and missile assets; weapons systems; military units; the Bolivarian Militia; Citizen Security Organs; and the Comprehensive Defense Commands.”

Last week, Secretary of State Marco Rubio announced Monday’s U.S. State Department designation of Cartel de Los Soles, the Venezuelan criminal group Trump claims Maduro controls, as a “foreign terrorist organization (FTO).” Secretary of Defense Pete Hegseth said, “It gives more tools to our department to give options to the President,” and “nothing is off the table, but nothing is automatically on the table either.”

Sen. Rand Paul (R-Ky.), a member of the Senate Foreign Relations Committee and opponent of the attacks on alleged narco-trafficking boats, told Sunday’s CBS’ Face the Nation, “I think by doing this [naming Venezuela an FTO] they're pretending as if we are at war. They're pretending as if they've gotten some imprimatur to do what they want. When you have war, the rules of engagement are lessened.”

Looking at the political implications, Sen. Paul added, “I think once there's an invasion of Venezuela, or if they decide to re-up the subsidies and the gifts to Ukraine, I think you'll see a splintering and a fracturing of the movement that has supported the President, because I think a lot of people, including myself, were attracted to the President because of his reticence to get us involved in foreign wars.”

A CBS poll released Sunday showed just one in five Americans had heard a lot about the U.S. Caribbean military buildup, but of that knowledgeable group, 70 percent opposed going to war with Venezuela in the first place. In addition, 75 percent said Trump needed Congress’ approval before taking action in Venezuela, including just over half of Republicans.

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As for the legal side, Sen. Paul said, attacking boats “is really going against the rule of law in the way in which we interact with people on the high seas, and it has no precedent.”

At Wednesday’s hearing, Adm. Lunday gave the following explanation of how the Coast Guard legally carries out its non-lethal interdiction operations under maritime and U.S. laws.

“In the Eastern Pacific or the Caribbean or other locations, but principally in those areas,” Adm. Lunday explained, “we normally receive information. It could be from a surveillance aircraft or other means that there is a suspected drug smuggling boat that is headed north and then we will interdict that boat. We use an armed helicopter to disable the boat [by firing at their outboard engines] and then we will go aboard, seize the boat, and typically take a representative or take the samples, the cocaine that's on the boat if we can recover it. We'll destroy the boat as a hazard to navigation. Then we'll take the detainees who were operating the boat and we'll process them and…then arrest and then seek to prosecute.”

Lunday made clear “the helicopter interdiction tactical squadron which are…very specialized crews that do this work and they are trained and they're effective at disabling the engines. The time they would use lethal force was if they were fired upon from the drug smuggling boat under our mode of operating as a law enforcement agency.”

Near the end of last Wednesday’s hearing, Sen. Ben Ray Lujan (D-N.M.) asked Lunday, “Admiral, yes or no. Does the US Coast Guard have a role in these military strikes on vessels in the Caribbean or Pacific?”

Lunday responded, “Senator, thank you for the question. So, under our Coast Guard Maritime Law Enforcement Authority, we're not involved in the Department of War’s operations that you're describing. That's under the Department of War.”

Asked by Sen. Lujan if he had been to meetings about the strikes on vessels, Lunday replied he had “not been involved in meetings regarding those military activities specifically,” and later added, “I have not had a conversation with Secretary Hegseth about these strikes. No, Senator.”

Sen. Lujan closed by saying to the non-present Pete Hegseth: “Mr. Secretary, if you're out there, if you're listening to this…If you've ignored the Admiral, give him a holler, pull him in, have a good conversation, and learn from this wise person.”

That’s not a bad idea.

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DEEP DIVE — On October 22, 2025, in his boldest move yet to force Vladimir Putin back to the negotiating table, President Trump unleashed sweeping U.S. blocking sanctions on Russia’s energy giants — state-controlled Rosneft and privately held Lukoil, the two companies that pump nearly half of Moscow’s crude exports and bankroll the Kremlin’s war in Ukraine.

These aren’t slap-on-the-wrist measures. The designations freeze every asset these firms have in the U.S., ban American companies and citizens from any dealings with them, and put the world’s banks, refiners, and traders on notice: keep helping Rosneft or Lukoil, and you could be next under secondary sanctions.

Putin fired back quickly, branding the move an “unfriendly act” and vowing Russia “won’t bend,” but even he admitted “some losses are expected” as the Kremlin scrambles to shield its oil cash cow.

Markets didn’t wait for the dust to settle: Brent crude rocketed nearly 6 percent in a single day, hitting around $66 a barrel, as traders priced in the chaos. All eyes instantly shifted to the mega-buyers, India and China: would they defy Washington and keep discounted Russian oil flowing?

A month later, the squeeze is tightening: Russian Urals crude now trades at a painful $20 discount to Brent, Indian and some Chinese buyers have hit pause, and Moscow is desperately rerouting through shadowy intermediaries. With the U.S. wind-down window slamming shut on November 21, the big question looms larger than ever.

The sanctions hammer has landed hard — but will it finally cripple Putin’s war machine, or force Russia to get sneakier? And under what conditions do these measures actually bite?

“If you really work on sanctions and make them effective and implement them with rigor and offer a path out, they can be pretty effective. See Iran, South Africa, Libya,” Richard Nephew, a Senior Research Scholar at Columbia University’s Center on Global Energy Policy and a former U.S. sanctions official who served as the lead sanctions expert in the Obama administration’s Iran nuclear negotiations, tells The Cipher Brief. “If you do them as a way of just getting the press or activists to leave you alone, then they don’t work.”

The Theory of Oil Sanctions: Coercion via Crude

At its core, the rationale for oil sanctions is compelling and straightforward: many authoritarian regimes depend heavily on oil exports for a large share of their state revenue. By targeting the oil sector — blocking key companies, choking off trade, and denying access to Western finance — the goal is to slash those export earnings, intensify economic pain, erode the regime’s ability to fund wars or strategic ambitions, and ultimately force a behavioral change.

This logic has long been a cornerstone of U.S. foreign policy toward oil-rich adversaries like Iran, Venezuela, and now Russia, precisely because petroleum is both a strategic lifeline and a uniquely vulnerable pressure point. Over the past two decades, the overall use of economic sanctions has exploded, with energy sanctions standing out for their rare ability to deliver simultaneous economic and military leverage.

Yet experts caution that Washington often conflates pain with success.

“The U.S. often thinks about sanctions effectiveness the wrong way,” Rosemary Kelanic, Director of the Middle East Program at Defense Priorities, tells The Cipher Brief. “Effectiveness should be measured in terms of whether sanctions could achieve the desired policy outcomes, not just whether they impose costs.”

For Moscow, she stresses, the stakes are existential.

“Historically speaking, sanctions sometimes convince countries to give in on issues of minor importance, but they practically never compel countries to abandon vital national interests,” Kelanic continued. “For Russia, Ukraine is important enough to fight a long, slogging war over.”

In theory, when tightly enforced and backed by genuine international coordination, these measures can severely restrict foreign-exchange inflows, impose steep costs on rerouting exports, strain domestic budgets, curb military spending, and shift a regime’s calculus. In practice, however, the historical record reveals that outright success is elusive — evasion, adaptation, and incomplete coalitions often blunt the blow.

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Why the Record Is Mixed

Even the toughest oil sanctions can falter without ironclad enforcement. Announcing penalties is easy; making them bite requires global banks, refiners, shippers, and buyers to comply. If Rosneft or Lukoil can still sell through opaque brokers, shadow tankers, or non-dollar deals, much of the intended pain evaporates. Treasury recognized this by explicitly threatening secondary sanctions against any foreign entity that continues to deal with the two giants.

Nephew says that the early signs of real pressure will be visible on shipping patterns.

“The biggest macro indicator will be whether we see prices going up, the semi-glut of oil being tapped, and oil coming off of the water,” he observed. “On a more micro level, if we see that there are additional sanctions being imposed on Russian cut-outs, if we’re seeing ports continuing to deny ships with oil, if we’re seeing indications of pipelines no longer carrying this oil into China. Those are the sorts of things that will be indicative of exports drying up.”

Russia, for one, has proven adept at evasion. After earlier measures, it built a vast “shadow fleet” of aging, untraceable tankers and rerouted most exports to Asia. A recent European Council on Foreign Relations report warns that unless Europe fully aligns — closing asset-divestment loopholes and mirroring U.S. measures — the squeeze will remain partial.

Global oil markets themselves have grown more resilient. The dollar’s once-dominant role has eroded; China, India, and others now buy discounted crude and settle in yuan or rupees. Iran’s exports collapsed under “maximum pressure,” then recovered to over 1.5 million b/d through similar workarounds. Russia has followed the same playbook, shifting nearly all seaborne volumes eastward since 2022.

Nephew points out that none of this is new.

“Smuggling has been a feature of sanctions forever,” he said, highlighting that alternative payment networks may look innovative. Still, countries have long relied on hawala-style systems to dodge banking restrictions. “What makes a difference is the commitment of governments to enforce sanctions and to pay costs to do so.”

Sanctions can also backfire. Disrupting supply often spikes global prices, partially offsetting the loss of volumes for the sanctioned producer. Brent jumped 5 to 6 percent the day Rosneft and Lukoil were hit, temporarily boosting Russia’s per-barrel revenue even as discounts widened.

Finally, pain tolerance matters. Oil and gas still fund roughly 25 to 30 percent of Russia’s federal budget, a heavy blow but not a fatal one. With once-huge reserves still significant, domestic repression to shift burdens to citizens, and eager buyers in Asia, Moscow can endure far longer than many Western policymakers expect. History shows that oil sanctions rarely force rapid capitulation; they inflict damage slowly and decisively only when the target is already economically fragile and internationally isolated. Russia, so far, is neither.

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Making Oil Sanctions Work

Experts emphasize that oil sanctions can be far more effective if the U.S. and its allies act as a unified bloc rather than going it alone. The recent sanctions on Rosneft and Lukoil explicitly call on Europe and others to join by banning imports, seizing Russian companies’ assets, and closing loopholes that still allow some countries to buy discounted oil. Without this coordination, Russia reroutes its crude to willing buyers. Experts warn that half-measures create safe havens and sharply reduce the pain—true pressure demands everyone play by the same rules.

A second big fix is plugging the leaks in global shipping and finance. The new U.S. measures take a tougher line by directly threatening secondary sanctions against any bank, refiner, or broker that continues to deal with Rosneft or Lukoil. Better satellite tracking of ships and aggressive follow-through on those threats could choke off the underground routes that have kept Russian oil flowing despite years of sanctions.

Nephew argues that enforcement, not the sanctions themselves, was what made the Iran campaign effective. The BNP Paribas case, which carried massive penalties, showed banks that Washington meant business.

“We imposed really stringent sanctions that threatened a lot of people with ruin if they moved Iranian money,” Nephew recalled. “So long as the U.S. has an important economy, we’ll have some measure of economic power that can be used for sanctions power. We just won’t have as much ability to dictate terms; we’ll have to think about who to target and how. But, as for energy sanctions in general, so long as the world needs energy, denying it is going to carry weight.”

Kelanic also pointed out that the global oil system is more shock-absorbent than many assume.

“There’s plenty of oil that can cushion the market if any supply disruptions occur,” she explained.

That flexibility allows it to sustain pressure for longer without triggering global price spikes.

Third, sanctions work best when the goals are realistic and the timing is right. Asking Moscow to end the war overnight is unlikely to succeed; more achievable aims — like making new weapons harder to buy or keeping revenues low long-term — have a better shot, especially when paired with incentives, such as easing some restrictions for good behavior, and help for ordinary people caught in the crossfire. The global oil market has also changed dramatically: trades now happen in yuan or rupees through non-Western networks, so sanctions must constantly evolve to target those new pathways.

Oil Sanctions in Action: Three Big Examples Compared

The impact of oil sanctions depends heavily on the target’s strength, isolation, and resilience. Three recent cases show how different those outcomes can be.

Iran (2012–today): U.S.-led sanctions crushed Iran’s oil exports from 2.5 million barrels a day down to under 500,000 at their peak. It was excruciating and forced Tehran to the negotiating table for the 2016 nuclear deal. Yet once the pressure eased a bit, Iran bounced back; today it quietly ships 1.5 to 2 million barrels a day, mainly to China, using ghost tankers and creative payment tricks. Analysts underscore that sanctions can deliver massive short-term pain, but determined countries learn to live with them.

Venezuela (2019–today): Sanctions hammered the state oil company, PDVSA, and slashed exports, but Venezuela was already falling apart due to corruption, mismanagement, and hyperinflation. The regime lost a lot of cash yet made almost no real concessions — it just tightened its grip and kept surviving. Experts point out that if a country is already in free fall, additional pressure from sanctions doesn’t force significant political change.

Russia (2022–now, sharpened October 2025): Russia is different. It started with substantial cash reserves, a modern economy, and eager customers in China and India. The new direct sanctions on giants Rosneft and Lukoil are the toughest yet. Still, Russia has spent years building shadow tankers and Asian trade routes. Oil prices are down, and the discount on Russian crude is painful, but Moscow keeps exporting almost as much as before. Thus, when the target is big, rich, and has willing buyers outside the West, sanctions hurt but don’t quickly break the Kremlin.

A Tool Under Strain but Not Broken

Oil sanctions can hurt but they rarely force quick political surrender. Iran showed that sustained pressure can shift behavior, yet Russia and Venezuela demonstrate how resilient or already-collapsing regimes can absorb the pain and adapt. The new U.S. measures against Rosneft and Lukoil are the most challenging test yet of whether this tool can still bite in a more multipolar world.

Their impact ultimately hinges on strict enforcement, coordinated allies, closed loopholes, and whether the target is structurally vulnerable. Yet, if buyers keep finding workarounds and Russia keeps rerouting crude through shadow networks, the sanctions may sting without delivering major strategic change. The coming months will indicate whether oil sanctions remain a credible tool or drift into symbolism.

As Nephew puts it, “No tool works if it is applied halfheartedly, mildly or inconsistently.”

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EXPERT PERSPECTIVE — In recent years, the national conversation about disinformation has often focused on bot networks, foreign operatives, and algorithmic manipulation at industrial scale. Those concerns are valid, and I spent years inside CIA studying them with a level of urgency that matched the stakes. But an equally important story is playing out at the human level. It’s a story that requires us to look more closely at how our own instincts, emotions, and digital habits shape the spread of information.

This story reveals something both sobering and empowering: falsehood moves faster than truth not merely because of the technologies that transmit it, but because of the psychology that receives it. That insight is no longer just the intuition of intelligence officers or behavioral scientists. It is backed by hard data.

In 2018, MIT researchers Soroush Vosoughi, Deb Roy, and Sinan Aral published a groundbreaking study in Science titled The Spread of True and False News Online. It remains one of the most comprehensive analyses ever conducted on how information travels across social platforms.

The team examined more than 126,000 stories shared by 3 million people over a ten-year period. Their findings were striking. False news traveled farther, faster, and more deeply than true news. In many cases, falsehood reached its first 1,500 viewers six times faster than factual reporting. The most viral false stories routinely reached between 1,000 and 100,000 people, whereas true stories rarely exceeded a thousand.

One of the most important revelations was that humans, not bots, drove the difference. People were more likely to share false news because the content felt fresh, surprising, emotionally charged, or identity-affirming in ways that factual news often does not. That human tendency is becoming a national security concern.

For years, psychologists have studied how novelty, emotion, and identity shape what we pay attention to and what we choose to share. The MIT researchers echoed this in their work, but a broader body of research across behavioral science reinforces the point.

People gravitate toward what feels unexpected. Novel information captures our attention more effectively than familiar facts, which means sensational or fabricated claims often win the first click.

Emotion adds a powerful accelerant. A 2017 study published in the Proceedings of the National Academy of Sciences showed that messages evoking strong moral outrage travel through social networks more rapidly than neutral content. Fear, disgust, anger, and shock create a sense of urgency and a feeling that something must be shared quickly.

And identity plays a subtle, but significant role. Sharing something provocative can signal that we are well informed, particularly vigilant, or aligned with our community’s worldview. This makes falsehoods that flatter identity or affirm preexisting fears particularly powerful.

Taken together, these forces form what some have called the “human algorithm,” meaning a set of cognitive patterns that adversaries have learned to exploit with increasing sophistication.

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During my years leading digital innovation at CIA, we saw adversaries expand their strategy beyond penetrating networks to manipulating the people on those networks. They studied our attention patterns as closely as they once studied our perimeter defenses.

Foreign intelligence services and digital influence operators learned to seed narratives that evoke outrage, stoke division, or create the perception of insider knowledge. They understood that emotion could outpace verification, and that speed alone could make a falsehood feel believable through sheer familiarity.

In the current landscape, AI makes all of this easier and faster. Deepfake video, synthetic personas, and automated content generation allow small teams to produce large volumes of emotionally charged material at unprecedented scale. Recent assessments from Microsoft’s 2025 Digital Defense Report document how adversarial state actors (including China, Russia, and Iran) now rely heavily on AI-assisted influence operations designed to deepen polarization, erode trust, and destabilize public confidence in the U.S.

This tactic does not require the audience to believe a false story. Often, it simply aims to leave them unsure of what truth looks like. And that uncertainty itself is a strategic vulnerability.

If misguided emotions can accelerate falsehood, then a thoughtful and well-organized response can help ensure factual information arrives with greater clarity and speed.

One approach involves increasing what communication researchers sometimes call truth velocity, the act of getting accurate information into public circulation quickly, through trusted voices, and with language that resonates rather than lectures. This does not mean replicating the manipulative emotional triggers that fuel disinformation. It means delivering truth in ways that feel human, timely, and relevant.

Another approach involves small, practical interventions that reduce the impulse to share dubious content without thinking. Research by Gordon Pennycook and David Rand has shown that brief accuracy prompts (small moments that ask users to consider whether a headline seems true) meaningfully reduce the spread of false content. Similarly, cognitive scientist Stephan Lewandowsky has demonstrated the value of clear context, careful labeling, and straightforward corrections to counter the powerful pull of emotionally charged misinformation.

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Organizations can also help their teams understand how cognitive blind spots influence their perceptions. When people know how novelty, emotion, and identity shape their reactions, they become less susceptible to stories crafted to exploit those instincts. And when leaders encourage a culture of thoughtful engagement where colleagues pause before sharing, investigate the source, and notice when a story seems designed to provoke, it creates a ripple effect of more sound judgment.

In an environment where information moves at speed, even a brief moment of reflection can slow the spread of a damaging narrative.

A core part of this challenge involves reclaiming the mental space where discernment happens, what I refer to as Mind Sovereignty™. This concept is rooted in a simple practice: notice when a piece of information is trying to provoke an emotional reaction, and give yourself a moment to evaluate it instead.

Mind Sovereignty™ is not about retreating from the world or becoming disengaged. It is about navigating a noisy information ecosystem with clarity and steadiness, even when that ecosystem is designed to pull us off balance. It is about protecting our ability to think clearly before emotion rushes ahead of evidence.

This inner steadiness, in some ways, becomes a public good. It strengthens not just individuals, but the communities, organizations, and democratic systems they inhabit.

In the intelligence world, I always thought that truth was resilient, but it cannot defend itself. It relies on leaders, communicators, technologists, and more broadly, all of us, who choose to treat information with care and intention. Falsehood may enjoy the advantage of speed, but truth gains power through the quality of the minds that carry it.

As we develop new technologies and confront new threats, one question matters more than ever: how do we strengthen the human algorithm so that truth has a fighting chance?

All statements of fact, opinion, or analysis expressed are those of the author and do not reflect the official positions or views of the U.S. Government. Nothing in the contents should be construed as asserting or implying U.S. Government authentication of information or endorsement of the author's views.

EXPERT PERSPECTIVE — About a week before being interviewed by Richard Bruce Cheney about whether I would be the right person to serve as his national security briefer, I broke a bone in my left foot. While bounding down the stairs at home in a rush not to be late to a meeting at the National Security Council, I missed a step. So, rather than spending the morning at The White House, I spent it at a doctor’s office getting a big, goofy, purple cast on my left leg. Fantastic. How better to exude to the Vice President of the United States that I would be competent as his President’s Daily Brief (PDB) briefer, than hobbling into the interview with a cast? Somehow, I got the job.

During the presidency of George W. Bush, the President and Vice President’s PDB briefers met and traveled with them six days a week, sometimes seven. We would awaken every morning around 1:00am to prepare what is known as the “Book” and accompanying material. The Book was the President’s Daily Brief itself, a brutally concise, relatively short collection of intelligence analyses produced at that time, by just the CIA; it went to a short list of designated policymakers. All who received it also got morning briefers to accompany and expand on the content as needed and to take taskings, but only those for the President and Vice President routinely traveled with them. In addition to the PDB, there was “behind-the-tab” material for all recipients except the President. In Cheney’s case, I decided—with zero supervision or coordination—what he also needed to see, per my judgement. Raw intel, press pieces, book summaries, graphics, and anything else that I thought could be useful.

I generally briefed the then-Vice President at the Naval Observatory, the official residence for U.S. vice presidents. But just a week into the job, I accompanied him on Marine Two to Camp David, where he would attend some meetings. Thus began a rapid, daily learning curve into who this man was - starting with how he treated others.

“Others” fell generally into two categories with little gray area between—those he respected and those he did not. People in both categories usually knew where they stood, and Cheney didn’t manifest different orientations toward people based on their societal stations in life. This was a man whose default setting was to show courtesy and respect toward others unless they convinced him otherwise. Every one of his ushers, central members of the residence staff, told me individually - with zero nudging from me - that they liked the Cheneys much more than they liked their predecessors. Why, I asked. Because the Cheneys always showed respect to them, their time demands, they told me. As for those in the other category? Many of us recall Cheney telling Senator Patrick Leahy to “go f*** yourself” on the Senate floor in 2004. He also bluntly expressed his opinions on a wide range of actors and even nations to me during our time together. Few if any fell into gray area.

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Cheney consistently hosted the longest of the PDB sessions across all PDB recipients of that Administration, a reflection of his intellectual curiosity, the endless stacks of books and other things he read, his many years of navigating the U.S. Government and geopolitics, and the fact that on most mornings, he went from his briefings with me to attending PDB sessions with his boss. I always had at least 30 minutes with him, and on mornings when events or travel altered the President’s schedule, my sessions could stretch beyond 90 minutes.

Something that was reflected in his time commitment to those PDB sessions was that, among being many things, Dick Cheney was an overachiever of the world-class order. Whatever task, duty, mission, strategic pursuit that might be in his cross hairs, he would be utterly prepared. This part of him of course helped land his stint as the youngest White House Chief of Staff in history, under President Gerald Ford.

Much has been written about Cheney’s role and actions in the immediate wake of 9-11; I came after, during the run up to and consequences following America’s second invasion of Iraq. Because of when I briefed him and the job I took immediately afterward in July 2003 - Chief of CIA’s Iraq enterprise covering military, political, leadership, and economic analysis - I draw from a unique combination of perspectives to offer context on the Iraq, Dick Cheney story. Some will be surprised by what I saw including during NSC meetings chaired by President Bush and attended by Cheney when I sat in as the 'plus-one' for the CIA Director or for the Director of National Intelligence.

On March 16, 2002, Dick Cheney said on NBC’s Meet the Press, “I think things have gotten so bad inside Iraq, from the standpoint of the Iraqi people, my belief is we will, in fact, be greeted as liberators . . . I think it [the invasion] will go relatively quickly . . . weeks rather than months.” As we now know, he - and other seniors in the Bush Administration - could not have been more wrong.

Not long after we invaded Iraq in March of 2003, violence there began to swell up, and soon thereafter the CIA enterprise I headed gave President Bush and Cheney - their first and highly unwelcome dose of the “I” word: insurgency. Early on, Bush and other Administration seniors explained the sources of the violence as “criminals, regime dead-enders, or trouble-makers” pushed into the country by Iraq and Syria as operatives. But in the summer of 2003, we put a PDB into the Oval Office arguing that an organized and indigenous insurgency was quickly developing. Feedback from Bush’s PDB briefer that morning was “The President was so angry he came off his chair. He wants a memo tomorrow morning recounting when we warned him this was coming.” A lot people worked overnight to produce that 4.5-page piece, which delivered what was asked.

At some point between that initial shock and late summer, fall of 2003, Cheney - whom we had briefed in more detail on the insurgency, told us “The President needs to hear this.” Consider that one of the Administration’s most vocal and influential advocates of invading Iraq, who had been on record saying the effort would be easy and short, had now turned to persuading Bush and his entire NSC that we faced an insurgency in Iraq. Cheney knew that this information, once it entered the public arena, would likely get himself as well as President Bush eviscerated by the media and by critics. But that seemed to matter little to him; the United States was underestimating what it was now facing in Iraq, and Cheney’s focus became aligning policy with reality.

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A few days before Veterans Day in 2003, someone in the CIA Director’s office told me there would be a briefing that day for Bush’s NSC on Iraq that I would lead. Cheney had facilitated this. I also was told I could take one analyst of my choice, but I knew some on the NSC would push back hard and would expect "in the weeds" details of our analysis, so I subbed myself out and sent two senior analysts who knew the weeds - a superlative military expert and a political-analyst counterpart.

It was a PhD and former Marine CIA military analyst in my Iraq enterprise who forced then Secretary of Defense Don Rumsfeld and others to accept that an insurgency was emerging in Iraq. The analyst’s most persuasive moment came when Rumsfeld argued forcefully that there were several and differing definitions of insurgency, making use of the word confusing at best and inaccurate at worst. That military analyst calmly but firmly summarized the two most widely accepted definitions and illustrated that the CIA’s conclusion was based on the one observed by Rumsfeld’s Department of Defense. The analyst also laid out premises needed to justify that definition, all of which all in the room were seeing. Bush declared acceptance, noted that NSC members had to be square with this reality among themselves, and requested all to avoid the word insurgency in public.

Let me close with an insight that sheds light on Cheney’s near obsession with going into Iraq to find WMD and then showing a level of comfort with enhanced interrogation techniques that many find appalling.

One morning after a PDB briefing with me, Cheney sat back and recounted some history following the Gulf War, during which he was Secretary of Defense. He reminded me with some energy that during interrogations of Saddam Hussein’s son-in-law Hussein Kamel, who defected temporarily, we learned that Iraq’s nuclear-weapons program was further along than we had assessed. Rather than a form of scolding for off-the-mark CIA analysis back then, this perspective he was sharing signaled an acknowledgement that I knew the weight of his role in persuading Bush ’43 to invade Iraq—and in his mind, he had good reason. If we were underestimating Saddam’s WMD program again and Osama bin Laden gained access to any part of it, the consequences for Americans would be catastrophic.

The Economist Magazine recently summarized the unwavering sense of duty to nation felt by Cheney. In the closing words of its obituary in reference to criticism about his posture toward countering terrorism, and on being wrong about WMD in Iraq, The Economist wrote: “He was unmoved . . . He was, as always, just doing his job. Trying to protect America.”

All statements of fact, opinion, or analysis expressed are those of the author and do not reflect the official positions or views of the US Government. Nothing in the contents should be construed as asserting or implying US Government authentication of information or endorsement of the author’s views.

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OPINION — After decades of military rule in Myanmar, free and fair general elections were permitted in 2015 and the National League for Democracy and its leader, Aung San Suu Kyi, won by a landslide. In February 2021, a military coup d’etat installed General Min Aung Hlaing as the acting president, and imprisoned Aung San Suu Kyi, the de facto head of state and recipient of a Nobel Peace Prize in 1991 for her non-violent struggle for democracy and human rights in Myanmar.

The military coup has brought death and suffering to the people of Myanmar. Recent figures from the United Nations estimate that over 6,000 civilians have been killed by the military, including over 1,000 women and 695 children. According to the United Nations, over 62% of verified civilian deaths result from airstrikes and artillery barrages by the military. And more than 3.5 million people have been displaced within Myanmar since the military coup, with hundreds of thousands more seeking refuge in neighboring countries.

Anti-coup resistance forces are active in Myanmar, to include the People’s Defense Forces and ethnic armed organizations. The National Unity Government, an exiled government of elected politicians who were ousted in the coup, provides leadership, funding and support to the various resistance groups that often coordinate activities to fight the military junta, to restore democracy to Myanmar.

According to the United Nations, since the February 2021 coup, the military junta has imported over $1 billion in weapons, raw materials, and dual-use goods from several countries, with Russia and China topping the list of suppliers. Russia’s state arms exporter, Rosoboronexorrt, was instrumental in providing the military junta with over $400 million of weaponry: attack helicopters, fighter jets, missiles, drones, and radar systems. And for the world to see, there were joint naval exercises between Russia and Myanmar’s military junta.

China has resumed normal relations with the military junta and its various ministries, in addition to providing Chinese Y-8 transport planes. China is quite open about its political engagement with the military junta and, working with Russia, resists United Nations efforts to condemn the junta.

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What has been disappointing is the inability of the Association of Southeast Asian Nations (ASEAN) to influence Myanmar’s military junta and restore democracy to Myanmar. Indeed, in April 2021 ASEAN adopted a “Five-Point Consensus” to stop the violence, initiate a dialogue and appoint a special envoy to oversee progress in restoring democracy in Myanmar. The military junta has basically ignored ASEAN and the five-point consensus, despite ASEAN’s engagement with the military junta, thus providing legitimacy with a regime committing grave abuses.

Malaysia, as the 2025 ASEAN Chair, has been proactive in pushing for a ceasefire and meaningful dialogue with resistance forces. Indonesia has been supportive and hopefully other ASEAN members will be equally supportive of a cease fire and dialogue with multiple ethnic armed organizations, to include the National Unity Government and the People’s Defense Forces.

The military junta announced phased elections in December 2025 through January 2026. There is understandable concern that this will be a sham election, designed to legitimize the military junta and its leader, General Min Aung Hlaing.

The United Nations, ASEAN and the U.S. should demand that they be permitted to send election monitors to Myanmar to certify that the election was fair and open to all the people.

This column by Cipher Brief Expert Ambassador Joseph DeTrani was first published in The Washington Times

EXPERT PERSPECTIVE — Russia’s intelligence services (RIS) have failed spectacularly in Ukraine: in planning, execution, and analysis, yet they will face no reckoning. Vladimir Putin cannot afford to hold the SVR, GRU, or FSB accountable because they are not merely instruments of the state; they are the pillars of his personal power. The RIS misled the Kremlin into believing Ukraine would fall in days, Europe would divide, and NATO would hesitate. Instead, they exposed the rot at the core of Russia’s national security system: corruption, internecine rivalry, and a profound detachment from reality. Understanding this dynamic matters for the West because it reveals not only how Russia fights its wars but how it fails, and how it will likely fight again.

As the war approaches its fourth year, the front lines have grown static, and speculation about an eventual end has returned. Certainly, the world hopes for peace and relief from the suffering that has defined Europe’s largest land conflict since 1945. Yet even when the drones stop flying, Ukraine’s struggle to rebuild will begin, and within the Russian government another kind of reckoning will unfold. The aggressor’s armed forces and intelligence services will take stock of losses and lessons learned. But unlike in the West, where failure invites inquiry and reform, Russia’s services are more likely to protect the system that failed them and pin any blame on each other.

Russian post-war accounting will not play out like we in the West might imagine. We are accustomed to commissions and legislative investigations after wars and major national security events, often resulting in harsh criticism for various agencies, and sweeping reforms. In Russia, however, Putin will largely give the RIS a pass.

To understand why, it is important to understand the roles the RIS played in the war and in the Russian government more broadly. The SVR (the Foreign Intelligence Service), the GRU (the Main Intelligence Directorate - military intelligence), and the FSB (the Federal Security Service), serve first and foremost as Putin’s Praetorian Guard. Their primary responsibility is securing his regime and hold on power. Moreover, Putin rose up through the RIS ranks in the KGB, and later held the post of FSB Director. His feelings toward the RIS are hardly objective. The reputations of Putin and the services are inextricably linked. Anything that significantly tarnishes the highly cultivated myth of RIS omnipotence inevitably damages his own hold on power.

If Putin and the “siloviki” (strongmen) who make up his inner circle try to call the RIS to account for their performance when the fighting stops, the one thing all three services will argue is that the war was an absolute success. Each will extoll their roles with little regard for the number of Russian lives lost and military assets squandered. Going back to Tsarist and Soviet times, casualties and human suffering were never a mark for a war’s success or failure in Russia. The RIS will focus on territory gained, Ukraine’s membership in NATO being halted (from their optic), and the alliance, they will claim, weakened. They will ignore the addition of two capable new members to the alliance (Finland and Sweden), the doubling of the length of NATO’s border with Russia, and the resuscitation of NATO’s military spending and defense industrial base. Facts will not stop the RIS from claiming success with Putin. But it is useful to further break down some of their likely claims, and actual performance, by service.

The SVR: “Speak up Sergey!”

Among the RIS, and especially relative to the FSB, Putin has never been particularly fond of the foreign intelligence service, the SVR. Its claims of success on Ukraine will likely not impress him or the other siloviki much. Recall Putin’s public dressing down of SVR Director Sergey Naryshkin on Russian TV in the days before the invasion for indecisiveness: “Come on Sergey, speak up, speak plainly!” But Sergey did not speak up, nor make much of a difference in the war.

Since they do not have troops or special ops elements in the war (their main Spec-Ops team, ZASLON, is used more for protection abroad), the SVR will likely try to boast of the success of its “active measures” operations. This is the traditional term the Russians have used for covert influence and disinformation activities intended to weaken, confuse, or disrupt their adversaries. Their modern term, however, is to refer to them as “measures of support” (MS). The SVR has an entire “Directorate MS” devoted to this line of operational work: using troll farms, social media, cyber operations, and recruited agents of influence to meddle in the internal politics, public opinion, and elite decision-making of its adversaries to Russia’s advantage. The Russians believe their active measures contributed to their successes in the Georgia invasion in 2008 and occupation of Crimea and parts of the Donbas in 2014. They believed they confused and stunted the West’s response and, to a degree, they were right.

But the SVR will have trouble claiming active measures succeeded in the current Ukraine war. They will perhaps try to sell Putin that the SVR sowed confusion at critical policy decision points when the U.S. and its European allies were not always in sync—hesitation in providing this or that weapons system, unity or lack thereof at times on sanctions, asset seizures, etc. Their efforts, however, did not materially alter Russia’s failure to achieve its war aims. If they were effective at all, it was only in the margins. There will be no dramatic accounting for the SVR but expect to see the SVR’s relative influence decline among the RIS, a continuation of trend since Putin’s rise to power.

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GRU: Plowed into the Grinder, and Re-Special Purposed

The GRU will likely point to the various sabotage acts, conducted in Europe after the invasion, some successful but most not, including exploding packages, industrial arson, cable cuts in the Baltic Sea, and assassinations, or attempts at them. These are the purview of the GRU and its various numbered units, such as Unit 29155, which was behind both the attempted assassination of GRU defector Sergey Skripal in the UK in 2018, and likely also the thwarted assassination plot against the CEO of Germany’s Rheinmetall in 2024. The Lithuanian government is convinced the GRU also was behind the crash of a DHL plane that same year. But these actions failed in their primary mission, to intimidate and deter Europe and NATO from assisting Ukraine. If anything, the actions have only emboldened members to continue support for Ukraine.

Another shocking GRU failure, one heavily criticized in Russia’s pro-war blogosphere but receiving less attention in the West, was its squandering of precious, highly trained Spetsnaz units on the Ukrainian battlefield. There are nine Spetsnaz, or “Special Purpose,” brigades under the GRU’s 14th Directorate (roughly analogous to Tier 1 elements in the U.S. SOCOM). Nearly all were heavily deployed in Ukraine, and all suffered extremely heavy casualties. The planned decapitation strike against the Ukrainian leadership in the first days of the war, spearheaded by Spetsnaz units, was a complete and costly failure (the failed seizure of Hostomel airport was part of this). Many Spetsnaz were also used foolishly in frontal assaults and to plug gaps in forward lines when Russian “kontraktniki” (paid soldiers, but often supplemented in frontline units with conscripts) failed. GRU Spetsnaz have a storied history and culture. It will be hard for them to recover the reputation for being “elite” without notable successes to point to in Ukraine. They failed to impact the direction of the war in any significant way.

As with the SVR, the GRU will likely avoid any dramatic negative consequences. There will probably be some modest reorganizations, just as there have been since the collapse of the USSR. In fact, the GRU is technically not even called the GRU any longer. It was formally redesignated the “GU” (Main Directorate), although many stubborn officers still refer to themselves as “GRU-chniki.” One reorganization has already occurred since the war began, the standup of something called the Department for Special Tasks (SSD). Its function and exact composition are still not fully known, but it appears to combine various Russian-termed “direct actions” (e.g., assassinations, sabotage) units, such as Unit 29155, into a unified structure. The SSD is broadly equivalent to the CIA’s Special Activities Center in terms of covert action, but dwarfs it in size (and the CIA is bound by law not to carry out assassinations). The GRU is a mammoth bureaucracy and it will likely only grow more after the war.

FSB: Failed, But Still Putin’s Favorite

Despite their many failures, there will be few significant negative consequences for the FSB, which Putin once ran. In many ways, though, the FSB’s shortcomings in Ukraine were the most egregious and consequential. The FSB was in charge of the war’s planning, particularly the hybrid dimensions, or what Russian doctrine refers to more broadly as “non-contact war.” The FSB's lead for the Ukraine invasion was its Fifth Service, which heads up both operational analysis and reporting to the President on the war. The FSB has organizational primacy for RIS operations in the “near abroad,” i.e., the states of the former USSR, including Ukraine. In the pre-war planning phase, the Fifth Service was wrong about everything: wrong about Ukrainian resilience, wrong about how quickly and substantially Europe and NATO would react, and wrong about the FSB and Russian Armed Forces’ capabilities on the ground.

FSB Spetsnaz units Alpha and Vympel all participated in the war, but like their GRU cousins, they have not distinguished themselves. Still they are still frequently lauded in the Russian press for “actions that cannot be disclosed.” The FSB also has the lead for cyber operations against Ukraine with its 16th Center, but those cyber-attacks have not materially altered the direction of the war in Russia’s favor. The battle over bytes was not won in any way by Russian FSB hackers, whose ranks were bolstered by Russian criminal groups hacking for the state and their coffers.

The FSB will likely be the RIS agency most affected by the war. But instead of accountability for failure, its power and influence will likely only grow. First, because of all the services, the FSB, in its secret police role, is the critical player in securing Putin’s rule. In the bureaucratic pecking order, the FSB sits at the very top and will remain there. FSB Director Alexander Bortnikov holds the military rank of full General, and he is treated as such by Russian military generals, despite never having served in the military. Second, if there is a formal investigation or after-action when the fighting stops, the FSB will lead it, just as it did in the investigations of the 2002 Nord-Ost theater terrorist attack, the 2004 school seizure in Beslan, and the more recent Crocus City Hall terrorist attack in 2024, each of which involved breathtaking intelligence and operational failures, but did not have significant negative repercussions for the FSB. The FSB pretends to clean up after it performs incompetently.

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In conclusion, the one thing the West can count on is that the Russian services will continue to relentlessly compete with and back-stab one another. There is no “intelligence community” in Russia remotely similar to the one we have in the United States. The rivalries within our community pale in comparison. This presents opportunities to recruit personnel from all the RIS services, many of whom will have lost colleagues in the war for a cause and for leaders whose competence an increasing number of them will come to doubt. This and the pervasive corruption in Russia are still strong incentives for espionage against those who have led Russia down this disastrous path.

The RIS will not prevent another war for Russia; if anything, they will foment one. Before they do, the US and our allies must understand these failures, but also, and critically, the Russian services’ likely self-evaluation and the lessons they themselves will draw, or fail to draw, from those lessons. When the current war ends, Putin may plan another intervention or aggression--in Europe, again in Ukraine, or elsewhere. Before he does, we need to be ready to counter the next iteration of the FSB, GRU, and SVR tactics to encourage and support war. We can better do so by studying their playbook and some of their attempted actions, and dramatic failures.

All statements of fact, opinion, or analysis expressed are those of the author and do not reflect the official positions or views of the US Government. Nothing in the contents should be construed as asserting or implying US Government authentication of information or endorsement of the author’s views.

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OPINION — Not long ago, I was talking to an old friend and China analyst about the need for Intelligence Community (IC) analysts to spend significantly more time looking at themselves and their own agencies, processes, procedures, habits, biases, etc.—in other words, to be more introspective. I thought this an uncontroversial assertion as it has been well established in management literature that healthy organizations have robust introspective proclivities. But his response proved me wrong: “Do you have any idea what my read pile looks like? I have no time for navel-gazing.”

The above comment beautifully captures not only the IC’s aversion to introspection but also what is probably the main reason for that aversion—our “mission focus.” In fact, for most of us “mission, mission, mission” becomes a mantra from the day we take our oaths. But that admirable mission focus also comes with a very real downside: we tend to see introspection as a distraction from the mission rather than as a prerequisite to mission success. Add to that another compelling reason for our aversion—our historical and cultural wariness about looking at “blue” (U.S.-related) issues—and the roots of our introspective deficiencies quickly become evident.

That said, our aversion to introspection might well be disputed by some observers. After all, most of us take multiple personality assessments (e.g., Myers Briggs, DISC, etc.) during the course of our service. Additionally, we do have many of the trappings of an introspective community: organizations (e.g., National Intelligence University, Center for the Study of Intelligence, etc.), personnel (e.g., methodologists, tradecraft specialists, historians, etc.), and publications (e.g., NIU’s Research Notes, Shorts and Monographs; CIA’s Studies in Intelligence, etc.) that are specifically dedicated to thinking about the practice of intelligence. Why, then, do I posit that we are not sufficiently introspective?

Well, relative to the IC’s size, the aforementioned trappings are, by any measure, tiny. Moreover, although a sub-community of extraordinarily introspective officers exists, the majority of them are at their most introspective when—and because—they are not working on the line. As part of my research, I talk to many intelligence officers, especially line analysts. And in doing so I never fail to be amazed at how few seem to view routine introspective activities as vital to high performance. Sure, they see value in the occasional class, tradecraft-focused article, or ticking off the boxes on an Intelligence Community Directive 203 (Analytic Standards) checklist. But as a systematic, thorough, and routine activity? Not so much.

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Given this, the IC needs to fundamentally reassess its whole conception of introspection. No longer can it be sufficient to expect introspective initiatives to be carried out mostly by non-line or support entities, although their foundational introspective efforts will remain vital supports to mission. Rather, on top of that foundational work, the IC must start building introspective activity into the regular routines of officers actively and directly working on the mission. Just as practicing doctors and lawyers are required (at least on paper) to engage in self-assessment—”reflective practice”—even as they confront ever-increasing numbers of patients and caseloads, intelligence practitioners too must consciously invest time and thought in regularly reflecting on how we conduct our work and ways in which we could better achieve our mission.

There is no set form this reflective practice must take. It could be conducted in a group, individual and/or hybrid format. The only aspects that are non-negotiable are that it be regular, resourced (particularly with regard to time), and required.

Ultimately, and as mentioned at the outset, healthy organizations have strong introspective tendencies. It is crucial then, that the IC reconceives and incentivizes introspection as a fundamental prerequisite to mission success and not the distraction or “navel gazing” it too often is deemed to be.

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DEEP DIVE — While Washington is focused on Iran’s accelerating uranium-enrichment program and increasingly aggressive regional posture, an equally consequential shift is unfolding with seemingly less fanfare: North Korea’s rapid nuclear and missile advancements are quietly reshaping the global threat landscape.

For U.S. policymakers, the danger is no longer a pair of isolated challenges but a converging two-front nuclear problem—one that threatens to push America’s deterrence posture, crisis-management capacity, and alliance coordination closer to a breaking point. To understand how these two fronts could interact, experts emphasize that Iran and North Korea share a long-standing strategic alignment.

“The Iran–North alliance represents a four-decade-long partnership driven by shared hostility toward the United States, economic needs, and strategic isolation,” Danny Citrinowicz, a nonresident fellow with the Atlantic Council’s Middle East Programs and former head of the Iran Branch in the Research and Analysis Division (RAD) in Israeli defense intelligence, tells The Cipher Brief. “The Iranians need to rearm and prepare for another campaign, which requires additional and fresh thinking regarding the depth of the relationship between Tehran and Pyongyang.”

He also warns that this moment may become an inflection point.

“If Iran seeks to change its nuclear strategy, it could ask North Korea for nuclear bombs or highly enriched material or spare parts for the destroyed nuclear facilities, such as the conversion facility in Isfahan,” Citrinowicz continued. “The potential damage in the event of such an event is so severe that it is essential that the intelligence organizations of the United States, South Korea, and Israel identify signs of this.”

Pyongyang’s Nuclear Threat

Despite UN sanctions and diplomatic efforts, a recent Congressional Research Service (CRS) brief underscored that North Korea continues to surge forward with both nuclear-weapons and ballistic-missile development. For Kim Jong Un, analysts note, nuclear weapons are a guarantor of regime security, and he has no intention of abandoning them.

North Korea’s nuclear doctrine and capability sets are evolving in troubling ways. The 2025 CRS brief states that a September 2023 law expanded the conditions under which Pyongyang would employ nuclear weapons, lowering what had been a high threshold for use. The same report noted the regime “promised to boost nuclear weapons production exponentially and diversify nuclear strike options.”

On the delivery side, the brief outlines how North Korea is fielding solid-fueled road-mobile ICBMs, sea-based launch systems, and pursuing multiple warheads on a single missile — all elements that raise the question not just of deterrence but of crisis stability and escalation control. In short, Pyongyang appears to be reaching toward a survivable deterrent — or perhaps a warfighting capability — that can impose calculations on the U.S. and its allies in a far more challenging way than before.

“Kim’s investment in new nuclear-capable delivery systems reflects the strategic importance of the country’s nuclear arsenal,” Kelsey Davenport, Director for Nonproliferation Policy at the Arms Control Association, tells The Cipher Brief. “North Korea is better positioning itself to evade and overwhelm regional missile defenses and target the U.S. homeland.”

Treston Wheat, chief geopolitical officer at Insight Forward, reinforces that intelligence picture, stressing that open-source assessments now “frame North Korea as a maturing nuclear-warfighting state,” with doctrine “trending toward first-use options in extreme regime-threat scenarios.” He notes that U.S. intelligence already evaluates Pyongyang as having achieved miniaturization: “A 2017 DIA assessment judged DPRK miniaturization sufficient for SRBM-to-ICBM delivery.”

Taken together, those capabilities point to a shifting threat environment for Washington.

“North Korea has tested missiles with the range necessary to target the continental United States,” Davenport underscored. “U.S. military planners have to assume that North Korea can target the United States.”

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Iran’s Nuclear Surge

Meanwhile, Iran is not standing still. Tehran has begun openly emulating aspects of Pyongyang’s nuclear playbook, indicating that if Western strikes against Iranian nuclear infrastructure forced Tehran to go underground, it could adapt quickly. That duality matters: Iran can arguably deploy its program overtly, under inspection and diplomatic cover, but at some threshold, it may decide the only path to survival is accelerated weaponization. If that happens while North Korea is already pushing new strategic capabilities, the U.S. is confronted with two simultaneous flashpoints — one in the Middle East, the other in Northeast Asia.

Deterrence, by definition, demands clarity of purpose, credible capabilities, and correctly calibrated signals. When the U.S. must manage a nuclear-armed North Korea and a near-breakout Iran at the same time, the risk is that strategic bandwidth becomes overstretched.

“Despite the failure of that approach, Iran maintains that its nuclear doctrine is unchanged and it does not intend to pursue nuclear weapons,” Davenport noted. “(But) without a pragmatic diplomatic approach that addresses Iranian economic and security concerns, Tehran’s thinking about nuclear weapons could shift.”

That potential shift in Tehran’s calculus becomes even more concerning when paired with broader warnings about Western inattention.

“If Western focus on the Iran threat dwindles, there is a risk the regime could take a new, covert path to nuclear weapons using remaining or reconstituted assets or foreign help,” Andrea Stricker, Deputy Director of the Nonproliferation and Biodefense Program at the Foundation for Defense of Democracies, tells The Cipher Brief. “Such a lack of focus is similar to how North Korea became nuclear-armed.”

Tehran, experts caution, still retains deep technical capacity.

“Iran retained enough fissile stock and technical expertise to rebuild quickly, meaning the setback was tactical rather than strategic,” Wheat noted.

From Washington’s vantage point, the real danger is a dual crisis hitting at once — an Iranian enrichment surge or strike on its facilities in West Asia, paired with a North Korean missile volley or nuclear test in East Asia. That scenario forces the U.S. into parallel decision-cycles, stretching military, diplomatic, and intelligence resources, straining alliances, and creating openings that adversaries could exploit.

North Korea’s expanding warfighting delivery systems add another layer of risk: limited, precision escalation meant to test U.S. resolve. As the CRS notes, its ballistic-missile testing is designed to evade U.S. and regional defenses, putting American and allied forces at heightened risk. In effect, Pyongyang is developing not only a survivable deterrent but potential coercive leverage — just as Iran’s enrichment trajectory edges closer to a threshold that could trigger a U.S.-led military response.

“The possibility of Pyongyang providing nuclear assistance to Tehran is increasing,” Citrinowicz said. “The United States will need to focus its intelligence on this possibility, with the help of its allies who are monitoring developments.”

But that intelligence challenge intersects with another problem: mounting questions about U.S. credibility.

“President Trump has dealt a serious blow to U.S. credibility in both theaters,” Davenport asserted. “This risks adversaries attempting to exploit the credibility deficit to shift the security environment in their favor.”

U.S. Intelligence and Strategic Implications

Open-source intelligence paints a worrying picture: North Korea may have enough fissile material for perhaps up to 50 warheads, though the accuracy and reliability of delivery remain questions. It also signals Pyongyang’s development of submarine-launched ballistic missiles and multiple-warhead ICBMs. The regime has restored its nuclear test site and is now postured to conduct a seventh nuclear test at a time of its choosing.

The IAEA’s November 2025 report says it can no longer verify the status of Iran’s near–near-weapons-grade uranium stockpile after Tehran halted cooperation following the June 2025 Israeli and U.S. strikes on Natanz, Fordow, and Esfahan.

The last confirmed data, from September, showed Iran holding 440.9 kg of uranium enriched to 60 percent — a short step from weapons-grade and potentially enough for up to 10 bombs if fully processed. IAEA chief Rafael Grossi says most of this material is now entombed in damaged facilities. Moreover, satellite imagery activity around storage tunnels in Isfahan has raised serious red flags. The IAEA further cautions that oversight of this highly-enriched uranium site is “long overdue,” warning that the agency has lost “continuity of knowledge.”

Moreover, before the strikes, the IAEA assessed Iran could produce enough weapons-grade material for one bomb in about a week using part of its 60 percent stockpile at Fordow. Damage to centrifuges has likely slowed that timeline. Still, the larger question is political: whether Iran, under renewed UN sanctions and scrutiny, decides that staying within NPT safeguards costs more than openly moving toward a weapon, particularly if work resumes at undeclared or rebuilt sites.

“The U.S. and Israeli strikes have created a window of respite. What happens next depends greatly on Iran’s will to provoke new Israeli strikes,” Stricker said. “North Korea is a wild card and could provide nuclear fuel, facilities, and equipment to Iran.”

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Looking Ahead

For Washington, the takeaway is stark: systems designed to manage one nuclear threat at a time may crumble should two crises flare simultaneously. The U.S. would need tighter allied coordination, faster intelligence sharing, and stronger, more flexible military deployments to cope.

Yet above all, policymakers must anticipate the possibility of simultaneous escalation in different theatres.

In the coming months and years, key indicators will include North Korea’s choice to conduct a seventh nuclear test or field a credible submarine-launched nuclear force, and Iran’s enrichment trajectory or decision to strike a covert breakout path. The U.S. must also watch for signs of cross-coordination between Moscow and Pyongyang, or between Tehran and Pyongyang — though open links remain murky.

From a policy perspective, a dual-front scenario demands updated wargames, an inter-theatre force posture review, and close allied coordination across NATO, the Indo-Pacific, and Middle East partners. Washington must also guard against the “umbrella illusion” — the belief that the same deterrence logic will apply unchanged across two theatres facing two distinct adversaries with differing doctrine, capabilities, and thresholds.

Finally, media and public attention naturally tend to focus on Iran’s progress or North Korea’s missile launches — one at a time. However, deterring two simultaneous nuclear-adversary theatres demands strategic awareness that the world may not be sequentially configured. For the U.S., what happens in one theatre may shape adversary calculations in the other. The risk is that by the time Washington pivots from Iran, Pyongyang — or Tehran — may have forced a new reality.

In this two-front nuclear dilemma, the question is no longer whether to monitor Iran or North Korea, but how the U.S. will deter both at the same time — and whether its strategic framework is ready for that challenge.

Emerging forms of collaboration amplify that challenge.

“More concerning is that North Korea is positioning itself to benefit from Russian expertise and to further refine its missile systems using data collected from Russia’s use of North Korean systems against Ukraine,” Davenport added.

OPINION — “The question before the body is, can the Congress stop a military conflict declared by the Commander-in- Chief because we don’t agree with the decision, and without our [Congress] approval it must end? The answer, unequivocally, to me is no. Under the Constitution, the authority to be Commander-in-Chief resides exclusively with the President. The power to declare war is exclusive to the Congress. Now, what could the Congress do constitutionally if they disagree with a military action that is not a declaration of war? We could cut off funding.”

That was Sen. Lindsey Graham (R-S.C.) speaking on the Senate floor on the afternoon of November 6, when debate was to begin on S.J. Res. 90, legislation that was “to direct the President to terminate the use of U.S. Armed Forces for hostilities within or against Venezuela, unless explicitly authorized by a declaration of war or specific authorization for use of military force.”

Graham’s remark that Congress could cut off funds to halt a President ordered foreign military action took me back 56 years to December 1969, when I was working for Sen. J.W. Fulbright (D-Ark.), then chairman of the Senate Foreign Relations Committee. I had in late 1969 been to Laos where the Nixon administration was carrying out a secret bombing campaign in an attempt to limit weapons going from North Vietnam to pro-Communists in South Vietnam.

To halt the at-the-time classified Laos bombing program, Fulbright introduced an amendment to the fiscal 1970 Defense Appropriations Bill that prohibited the use of U.S. funds to send American ground combat troops into Laos or Thailand. To get his amendment debated and passed, Fulbright had to arrange for a closed-session of the Senate.

That closed session was held on December 16, 1969, with all 100 Senators present, a handful of staff – including me – but no one in the public galleries and no reporters in the press gallery. After a 90-minute debate, the amendment passed. The House accepted the amendment in conference and it was signed into law by President Nixon on December 29, 1969.

Fulbright’s purpose was to assert Congress’ Constitutional role when it came to a prospective military operation amid his concern that the Nixon administration was expanding the Vietnam War into neighboring countries without consulting Congress.

I describe that long-past activity to explain my continuing apprehension over today’s possible Trump administration military action against Venezuela. The Trump administration has already introduced deadly military operations against alleged narco-traffickers working from a secret list of drug cartels using a classified Justice Department Office of Legal Counsel opinion which claims the drugs are to kill Americans and finance arms to terrorists who will destabilize the U.S. and other Western Hemisphere countries.

Last Thursday and Friday, President Trump met in the Oval Office to discuss a host of options for Venezuela with Vice President JD Vance, Defense Secretary Pete Hegseth, Joint Chiefs Chairman Gen. Dan Caine, Secretary of State Marco Rubio and Deputy Chief of Staff Stephen Miller.

Friday night, in remarks to reporters aboard Air Force One as he traveled for the weekend to his Mar-a-Lago estate, the President said he had “sort of made up my mind” about how he will proceed with the possibility of military action in Venezuela. On Sunday, flying home, Trump told reporters the U.S. “may be having some discussions with [Venezuelan President Nicolas] Maduro,” adding that “they [the Venezuelans] would like to talk.”

Although he swings back and forth, it appears clear from President Trump’s point of view, he need not consult with Congress should he decide on any military action that targets the Venezuelan mainland. As Sen. Graham pointed out, “We have only declared war five times in 250 years, and we have had hundreds of military operations -- some authorized and some not.”

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Opening the Senate debate on November 6, Sen. Tim Kaine (D-Va.), a key sponsor of the congressional resolution, pointed out, “On October 31, public reporting shows that many Trump administration officials have told the press that a secret list of targets in Venezuela has been drawn up. All of this, together with the increased pace of strikes in the Caribbean and Pacific [21 attacks on alleged narco-trafficking boats, 83 individuals killed], suggests that we are on the verge of something that should not happen without a debate and vote in Congress before the American people.”

On November 6, after a relatively short debate, the Senate resolution to block the use of U.S. armed forces against Venezuela was defeated by a 49-to-51 vote.

But during that debate some important points were made, and they need some public exposure.

For example, Sen. Tammy Duckworth (D-Ill.), a military veteran herself, said, “Listen, if the Trump administration actually believes there is an ongoing credible threat of armed conflict, then they must bring their case to Congress and give the American people a say through their elected representatives. They must respect our service members enough to prove why war is worth turning more moms and dads into Gold Star parents. And they must testify about what the end state of these military operations would actually look like.”

Sen. Adam Schiff (D-Calif.) said, “Maduro is a murderous dictator. He is an illegitimate leader in having overturned the last election by the use of military force. He is a bad actor. But I do not believe the American people want to go to war to topple this regime in the hopes that something better might follow… Let them [the Trump administration] seek an authorization to use force to get rid of Maduro. But let us not abdicate our responsibility. Let us vote to say no to war without our approval. We don’t have to wait, nor should we wait for that war to begin before we vote.”

Sen. Rand Paul (R-Ky.) pointed out, “Of course, we have the capability of overthrowing the Maduro regime, just like we had the power to overthrow Saddam Hussein and Muammar Qadhafi. But what comes next? Is anyone thinking about the potential blowback that such a campaign could entail? Overthrowing the Maduro regime risks creating more regional instability, not less. The breakdown of state authority may create a power vacuum that the very drug cartels the administration is ostensibly trying to destroy could exploit.”

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“You cannot bomb your way out of a drug crisis,” said Sen. Jack Reed (D-R.I.), ranking member on the Senate Armed Services Committee. “The demand that motivates drug trafficking is not found in the Caribbean. It is located in communities across America where people are suffering from addiction, where economic opportunity has dried up, where the social fabric has frayed. Military strikes do nothing to address those root causes. Boats have been blown out of the water in videos released by the administration. But has the flow of fentanyl into America decreased? Has a single trafficking network been dismantled? The administration hasn’t provided any evidence that these strikes are achieving anything beyond the destruction they document on camera. This is not a strategy. This is violence without a strategic objective.”

Sen. Reed also pointed out how the Trump administration is expanding its war powers. “The White House is apparently now arguing that these strikes [on alleged narco-boats] don’t constitute ‘hostilities’ under the War Powers Act because American service members aren’t directly in harm’s way while operating standoff weapons and drones. This is ridiculous…They are very much in harm’s way, and to say that this operation is so safe that it doesn’t qualify as ‘hostilities’ is embarrassing…This new interpretation creates a dangerous precedent. If standoff weapons exempt military operations from congressional oversight, we have effectively granted the Executive Branch unlimited authority to wage war anywhere in the world so long as American forces can strike from a distance.”

Taking a different approach, Sen. Chris Van Hollen (D-Md.) pointed out an irony in Trump’s anti-drug argument. Van Hollen said, “I will tell you what you don’t do. You don’t submit a budget to the U.S. Congress that cuts the funding for the Drug Enforcement Agency and cuts funding for the task forces we developed to go after major organized crime syndicates involved in the drug business.” He added, “I happen to be the ranking member of the Appropriations Committee that oversees the Justice Department. And all my colleagues have to do is take a look at the request from the President of the United States when it comes to resources for fighting drugs coming to the United States. They cut them.”

Raising an additional problem, Sen. Andy Kim (D-N.J.) said, “Letting Donald Trump ignore the law abroad makes him think he has a free pass to do it right here at home. Donald Trump thinks if he can do this in the Caribbean, he can do it on the streets of Chicago. He could use the military for his own political retribution and consolidation of power in and outside our borders. After all, he [Trump] said in his own words: ‘We’re under invasion from within, no different than a foreign enemy but more difficult in many ways because they don’t wear uniforms.’ That is what the President said. We cannot be complacent as he sends troops into our cities as a tool of intimidation against his political enemies.”

While we await President Trump’s decision on what comes next, let me close with another ironic situation, created last Wednesday by Secretary of Homeland Security Kristi Noem.

Giving the keynote address at the Potomac Officers Club’s 2025 Homeland Security Summit, Noem celebrated recent successes in the counter-drug mission. She said that since January, the Coast Guard has stopped 91 metric tons of drugs, confiscated 1,067 weapons and seized more than $3.2 million in cash from terrorist cartels, thanks primarily due to Operation Pacific Viper, which Noem said is strategically designed to seize historic amounts of drugs from smugglers in the eastern Pacific. “Viper has saved millions of lives of individuals and Americans by stopping those drugs before they ever got to the U.S.,” Noem said.

Operation Pacific Viper, according to a Coast Guard press release, also resulted in the arrest of 86 alleged narco-traffickers as of October 15. A needed reminder: Viper was an interdiction program where narco-traffickers were intercepted, arrested and drugs seized – not boats blown up and people killed.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals.

Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

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DEEP DIVE – Ukraine’s President Volodymyr Zelensky calls it “our most successful missile.” One expert says it’s "Ukraine’s strongest security guarantee.” And former CIA Director and Cipher Brief expert Gen. David Petraeus says it has the potential to be “a game changer” in the war against Russia.

They are talking about the FP-5 Flamingo, a ground-launched, subsonic, made-in-Ukraine cruise missile, built to hit targets deep in Russian territory.

Not since the first salvos of Russia’s 2022 invasion has Ukraine’s defense industry sounded so enthusiastic about a weapon manufactured on its soil. The successes of Ukrainian defense technology are well known; as The Cipher Brief reported last month, the country is now widely believed to have the world’s most innovative defense sector. Its drone technology in particular continues to earn rave reviews from experts and western defense companies alike.

But the Flamingo is something different – a missile with a reported range of 1800 miles and the ability to carry more than 2,000 pounds of munitions, meaning that in one strike it could cause greater damage than even a swarm of drones. Compared to the top-class American Tomahawk cruise missile, the Flamingo is believed to be less accurate but with a similar range and a much heavier payload. And because it is manufactured in Ukraine, the Flamingo can be launched against Russian targets without Western-imposed restrictions.

“The Flamingo may actually be a game changer,” Gen. Petraeus said at the Cipher Brief’s annual Threat Conference last month. “You add that capability to what Ukraine has already done,” he said, referring to the recent drone campaign against Russia’s oil sector, “and [the Flamingo] will extend this dramatically.”

Zelensky said last month that the Flamingos had carried out their first missions, including a three-missile attack on a Russian security base in northern Crimea. Last week, Ukraine’s General Staff said it had used Flamingos as part of a strike that targeted “several dozen” military and infrastructure sites inside Russia and in occupied Crimea.

The Flamingo’s manufacturer, the Ukrainian firm Fire Point, claims to be producing between 1-2 missiles per day, with plans to scale to 7 per day by year’s end, for a 2026 projected total of more than 2,500. "By December we’ll have many more of them,” Zelensky told reporters in August. “And by the end of December or in January–February, mass production should begin."

Experts say every one of those missiles will dwarf the power of a drone weapon.

“With the drone-strike campaign, you have the challenge that they mostly carry fairly small warheads,” John Hardie, Deputy Director of the Russia program at the Foundation for Defense of Democracies (FDD), told The Cipher Brief. “The damage is far less than you could do with a one-time warhead that’s carried by the Flamingo.”

All of which raises the question: Might the Flamingo change the course of the war?

How the Flamingo was born

Even by the lofty standards of Ukraine’s recent defense-tech achievements, the Flamingo’s origin story is an inspiring one. And it dates to the last days of the Cold War.

In the wake of the Soviet Union’s collapse in 1991, Ukraine agreed to give up not only its nuclear weapons but also its considerable arsenal of Kh-55 cruise missiles. And after Russia’s 2022 invasion of Ukraine, while Zelensky and other Ukrainian leaders pressed constantly – and with mixed success – for western weaponry and security guarantees, they also began turbocharging their domestic defense industry.

“Ukrainians were authors of the Soviet space program and rocket program,” Oleksiy Goncharenko, a member of Ukraine’s Parliament, told The Cipher Brief. “When you have a lot of experience and when your people are smart enough, then the result is obvious. You have technologies which other countries respect.”

For more than three years, however, Ukraine remained largely dependent on Western countries for high-end, long-range strike capabilities. That led to the creation of a made-in-Ukraine cruise missile program.

The result is the FP-5 Flamingo, developed by Fire Point, a former casting agency that spun itself into a defense firm in the summer of 2022. In 2023, Fire Point produced its first FP-1 attack drones, ultimately turning out 200 FP-1s that year; this year the figure is expected to hit 20,000. Its cruise missile project has moved at a similar warp speed: in August, less than a year after it began work on the cruise missile, the company was showing off the prototype; soon after that, the first Flamingos were flying.

“We came up with it pretty fast,” Iryna Terekh, the company's 33-year-old Chief Technical Officer, told Politico. “It took less than nine months to develop it from an idea to its first successful tests on the battlefield.”

Terekh and other Ukrainian defense entrepreneurs speak often about how the Russian invasion has motivated their work – what Goncharenko calls “the unfortunate inspiration of war.” Terekh fled a Russian-occupied village near Kyiv in the early days of the war, and says her car still has a hole from a Russian bullet. She joined FirePoint as a partner in June 2023.

Ralph Goff, a former Senior Intelligence Executive at the CIA, calls the Flamingo production story “combat Darwinism at its best.”

“If the West isn't going to give them the long-range weaponry that they want to carry out their strategic attacks, they'll develop them themselves,” Goff told the October Cipher Brief conference. The Flamingo, he said, “is a serious piece of offensive weaponry.”

As for the missile’s unusual name, that traces to an in-house story at Fire Point, about the day when someone painted a solid rocket booster prototype pink, in a nod to the women involved in the male-dominated world of weapons production. Later, when the missiles were ready for testing, the company needed a bright color to help locate post-launch debris. Pink paint was available – and that led to the Flamingo moniker. The Pink has gone – missiles used in actual strikes are colored less conspicuously – but “Flamingo” stuck.

“You don’t need a scary name for a missile that can fly 3,000 kilometers," Terekh said. "The main goal is for a missile to be effective.”

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Reality check

If Fire Point’s claims are borne out, the Flamingo will have a reach and power on par with western cruise missiles, and an arsenal to match any European nation’s other than Russia.

Experts warn that behind that “If” lie multiple concerns – most of them due to the fact that there has been minimal independent verification of the company’s claims.

“In the defense industry, it’s easier to make statements than to actually implement them,” Ukrainian lawmaker Roman Kostenko said of the Flamingo’s potential, speaking to Radio NV last month.

One issue involves accuracy, which experts say Fire Point had to sacrifice to a degree in its push for a low-cost, fast-to-market weapon. In the Crimea strike, one missile reportedly landed some 100 meters from its target.

“Because it's low-cost, you kind of skimp on some of the more high-end features you might see in a more exquisite missile, guidance and accuracy being one of them,” Hardie said. “It's a relatively inaccurate missile at least by modern standards.” But he added that if the pace of manufacturing ultimately yields the high numbers Fire Point has promised, then “that tradeoff [high volume for accuracy] makes sense.”

Balazs Jarabik, a former European Union diplomat and analyst for RPolitik, has studied the Flamingo project since its early days. He doubts that Fire Point can reach its production goals.

“The Flamingo is real, but the production capacity is overstated, at least so far,” Jarabik told The Cipher Brief. He noted that an earlier Ukrainian-made missile, the Neptune, has yet to reach its promised scale, and that for all its defense-sector successes, Ukraine must contend with wartime supply-chain issues that would bedevil any weapons manufacturers. He and Hardie said that scaling to hundreds of Flamingos per month will require consistent supplies of everything from engines to warheads to electronics for guidance systems.

“I'm a little skeptical, but it's possible the Ukrainians will get there,” Hardie said, and Gen. Petraeus said that the Ukrainians “really need to double down” on the pace of the Flamingo manufacturing. “They're trying to get that into full production.”

Fire Point must do so while Russia targets Ukraine’s young defense companies as well as the country’s energy infrastructure. The latter is critical, given the defense sector’s high demand for energy. For one piece of the Flamingo supply chain, the company has already found a workaround: in September, Fire Point announced that Denmark had agreed to produce fuel for the Flamingo, effectively removing a key production facility from the war zone. The announcement provoked a warning from the Kremlin, which called the Danish plans “hostile.”

That response raises the question of Russian retaliation – a concern that has accompanied the delivery of virtually every new weapons system to the Ukrainian side. Some experts fear that any successful, high-impact Flamingo strike against Russia, carried out with help from Western intelligence – the destruction of a weapons factory deep in Russian territory, for example – would risk a NATO-Russia fight that the West has been desperate to avoid. Others doubt that Vladimir Putin has any interest – at least not in the current moment – in any escalation that might lead to conflict with the West.

“The Russians have been consistently more bark than bite,” Hardie said. “They know that attacking a NATO country in an overt military way – not the sort of gray-zone, below-the-threshold-of-war stuff they've been doing, but an overt military missile strike – that's an act of war. And Putin doesn't want any part of a direct conventional fight with the United States and NATO allies.”

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What to watch for

Even analysts who are skeptical about the Flamingo’s future note that it would take only a few successful strikes to inflict severe damage, and that if Fire Point can get anywhere close to its 2500-missile-per-year pledge for 2026, the battlefield impact could be profound. Beyond the Russian oil refineries and other energy facilities the Ukrainians have attacked lately, the Flamingo will put more military targets in range as well. The holy grail might be the joint Russia-Iran manufacturing facility in Tatarstan that is turning out the deadly Shahed drones, at a scale that the Ukrainians must envy.

Experts say that with hundreds of Flamingos at the ready, Ukraine might achieve what Jarabik refers to as “mass saturation,” an ability to bring a heavy and varied drone-and-missile threat to military and energy targets across all of European Russia.

“If you're Ukraine,” Hardie said, “you'd like to be able to combine these missiles and drones into a complex strike package much as the Russians are currently doing, and keep the Russian air defense on its toes.”

“The Flamingo is heavy, and it’s also relatively easy to shoot down,” Jarabik said. “And so they will need mass saturation – a lot of these missiles, but with drones or other weapons too, to get through to the targets. They're going to have to produce enough that they can have a sustained impact, …and I don't think we're going to be there anytime soon.”

Then Jarabik added: “All that said, you have to acknowledge Ukraine’s innovation and skill. And I think [the Flamingo] is a big thing. Absolutely.”

As for the accuracy concerns, Ukrainian officials noted that while one of the Flamingos fired at Crimea did miss its mark, the two others leveled a barracks and brought a “massive destructive power,” with craters measuring 15 meters in diameter.

No one is touting the Flamingo as a replacement for the array of Western missiles that have been delivered to Kyiv. The Ukrainians will still covet the German Taurus, and the British-French Storm Shadow/Scalp cruise missiles, which are more accurate, though they come with conditions attached to their use. The diversity and volume of weapons systems, experts say, are what could make a real difference. And the Flamingo adds a powerful new element to the Ukrainian arsenal.

“No one system or weapon is going to be the decisive game changer,” Hardie said. “I don't think there's any such thing as a wonder weapon. That being said, for a supporter of Ukraine, it's really encouraging to see Ukraine being able to move out on its own more in terms of long-range strike capabilities. They are taking these steps forward and really taking it to the Russians right now with this campaign against energy infrastructure. That's been impressive to see and I think it kind of augurs more to come. So if I were the Russians, I would be worried about that.”

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The Cipher Brief spoke with Dr. Neal Jetton, the Cybercrime Director of Interpol, to discuss how the world’s largest international police organization is taking on the threat. Speaking from last month’s Global Cybersecurity Forum in Riyadh, Saudi Arabia, Dr. Jetton said Interpol-driven efforts like information-sharing, cross-border cooperation and law enforcement training are critical in countering emboldened cybercriminals.

The Cipher Brief: Can you tell us what kind of buzz has been there? Have there been key themes or issues at this very point in time among the cyber experts that you've been talking to?

Dr. Jetton: I think you can't get away from AI here. Every panel, every discussion has an AI focus, and you think, "Ugh, more AI." But, it's here. It does impact probably everything. We have a lot of cyber threat intel companies here from the private sector who are working with it every day for their means.

And then from a law enforcement perspective, we look at it kind of as a double-edged sword. I'm from INTERPOL, so we look at how AI can benefit law enforcement in the long run. But as a cybercrime director, I also see how cyber criminals are also utilizing AI to enhance the effectiveness of their criminal activities.

The Cipher Brief: What can you tell us about the role that INTERPOL plays in countering these threats?

Dr. Jetton: So, just a little bit about INTERPOL because maybe there's some misconceptions about what it is. Even my neighbors sometimes think, "What do you actually do, Neal?" So in INTERPOL, there are 196 member countries. We are focused on law enforcement to law enforcement connections. So what we want to do in the Cybercrime Directorate is understand what our membership is suffering from as far as the type of crimes that they are seeing the most.

So we will send out yearly threat assessments because we think we might have a good idea of what a particular region is suffering from, but we need to hear it directly from the law enforcement officers and experts on the ground. We'll get that information, and then we'll turn that around and we'll try to base our training, our coordination meetings, and then our operations focused on the threats that they, our members, see most commonly.

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The Cipher Brief: When we talk about things like attribution, going after threat actors and bolstering cybersecurity, where do those rank on the priority scale for INTERPOL?

Dr. Jetton: Within the Cybercrime Directorate, we have three goals. I tell my team, what we want to do is we want to build up the capacity for our country. So we have to understand what they need, what they're lacking in terms of tools and training. We then want to provide accurate, useful intelligence to our member countries that they can use and turn into evidence that then helps drive their investigations to be more successful.

But my goal is to increase the capacity for our member countries, to provide relevant intelligence to them so that we have operational success, and we've done that. I think we've done more than 10 operations this year within the Cybercrime Directorate, both global and regional, focused on the threats that our members are seeing most.

What we will do is, in a lot of instances, we will bring the countries that are participating in our operations all together at one point. We'll then bring relevant private sector partners, many of them here at GCF, to come and provide training to them on the ground. We will do tabletop exercises, and then at the end of that week, it's usually a five-day process, we'll kick everybody out and we'll just focus on the operation at hand. We'll say, "We're going after this malware or these threats. These are the types of steps that we think you should take that would help you in your investigation."

So we really do want to benefit our members. I want to say though that the success that these operations have had—we've had some big wins recently—the lion's share of the success goes to our member countries, the law enforcement on the ground who are doing the actual investigations, who are going and making the arrests and seeing those things through. We've done several recently with great success.

The Cipher Brief: We asked Chris Inglis, who is the former National Security or Cybersecurity Director in the United States, about the connections between nation states and cyber criminal groups. How do you see INTERPOL playing a role in this area? Are there both challenges and opportunities when you're talking about cybercrime that may be backed by nation states?

Dr. Jetton: That's one of the misnomers with INTERPOL. The big thing with INTERPOL is neutrality. I came from a task force where we looked at nation state transnational cybercrime. But within INTERPOL, I just have to state that our constitution does not really allow us to focus on investigative matters of a religious, racial, political, or military nature. So we know that that limits the nation state actors, and I'm very aware of that. It's not like I'm naive to understand who's behind a lot of these cyber criminal activities. But to maintain that neutrality and trust with 196 members, there is a limit to what INTERPOL is allowed to do. Countries will reach out to you and they will say, "Hey, our government networks have been breached," and I know automatically this is not your usual financially motivated cyber criminals, there's something there. So I have to work hand in hand with my legal affairs team to say, "Where can we draw the line?" I don't just want to say, "No, we're not doing anything," but can we provide something, at least the starting point, but we don't want to provide attribution or state like, "Hey, it's this person.” But maybe give them a little bit of a head start and then hand off to the countries that provided the intel or are having the issues and then help them along the way.

So I just want to be clear. Nation state actors, there are a lot of organizations that are focused on that, including where I was previously. But INTERPOL, we are really focused on the financially motivated cyber criminals.

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The Cipher Brief: It's such an interesting patchwork of expertise that it is critical for collective defense. What vulnerabilities do you see from your perch at INTERPOL right now in cyberspace, and where do you think defenses are failing?

Dr. Jetton: For us, when we're asking countries, "What are the biggest issues that are preventing you from being more successful in combating cybercrime?" A lot of it is the tools and the training, just having insufficient funds to actually drive up their investigative know-how or expertise. But also I think between countries, it's just the rapid ability to share information.

There are what we call MLATS, Mutual Legal Assistance Treaties. A lot of times it just takes a long time to ask for information. And we know in cybercrime, we need instantaneous help. So I would always encourage countries to reach out to INTERPOL. We have a 24/7 network. That's why we're there. I can't promise we can do everything in every situation, but we will do our very best to make the connection between which countries you need or if you need a particular company. We can't compel, but we'd put you in touch and at least let you have that conversation.

The Cipher Brief: What are the trends you are seeing right now in cybercrime?

Dr. Jetton: What we're seeing primarily is the use of AI in increasing the efficiency, scope, and effectiveness of emails and the phishing scams. They're using this phishing as a platform. You can just blank X as a platform. So it's these tools that you didn't have to have a really sophisticated technical level of abilities, and you can have these tools that allow you to then go out and commit fraud at scale. And so we are seeing that.

Also, what we're seeing is a convergence of different crimes. So cyber is poly-criminal. I live in Singapore, and one of the big things in Southeast Asia are the cybercrime centers. You hear about that all the time. What happens is you have these organized crime groups that are using cybercrime as fraudulent job applications, the emails, things like that, recruiting, and then the human trafficking aspect of it, and then forcing the people to commit the cybercrime while they're there. So we see that as a huge issue, the poly-criminal aspect of cyberware. It doesn't matter if it's human trafficking, drugs, guns—there's going to be some sort of cyber element to all those crimes.

The Cipher Brief: What are some of the most interesting conversations that you've had on the sidelines there? Has there been anything that's surprised you from some of the other guests and speakers?

Dr. Jetton: We were talking about the use of AI and where we think it's going, whether it's kind of positive or negative. What I was surprised at was, I was on a panel and I was the only person that had the glass half empty. I realized that there are some obvious useful uses for AI, and it's a game changer already for law enforcement. But what I see is these technologies being utilized by criminals at a faster rate than what law enforcement can usually do. So I see it as somewhat of a negative knowing that we're going to have to catch up like with AI-produced malware. I think that will be an issue in the future.

Whereas my other panelists were all from the private sector, and they were all like, "No, no, AI is great. It's going to allow us to use it in these positive directions," which is true, but I'm the negative, the Grinch here talking about it from saying that. So I would say that that was probably the most surprising thing.

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DEEP DIVE — Tucked deep into the cragged hills of southern Lebanon, Hezbollah, the once powerful Iranian-backed militia brought to its knees by a war with Israel, has spent the past year meticulously gouging its way back to relevancy.

For Western and Israeli security forces, the designated terrorist group’s covert but influential resurgence establishes a precarious problem: a persistent, low-level threat that could instantly trigger a wider conflict, critically testing the resilience of any ceasefires and the existing, fragile statehood.

Financial Lifelines and Sanctions

The November 5 announcement from the U.S. Treasury’s Office of Foreign Assets Control (OFAC) targeted key elements of Hezbollah’s financial network. Two operatives — Ossama Jaber, a Hezbollah financier who personally collected tens of millions via Lebanese exchange houses from September 2024 to February 2025, and Ja’far Muhammad Qasir, a sanctioned terrorist collaborating with Syrian oil magnate Yasar Husayn Ibrahim — were blacklisted for laundering Iranian cash into Hezbollah’s war chest.

These funds, exploiting Lebanon’s cash-heavy, regulation-light economy, bankrolled everything from paramilitary salaries to the reconstruction of terror infrastructure battered by Israeli strikes. Under Secretary of the Treasury for Terrorism and Financial Intelligence, John Hurley, didn’t mince words: For Lebanon to emerge “free, prosperous, and secure,” Hezbollah must be “fully disarmed and cut off from Iran’s funding and control.”

Matthew Levitt, a senior fellow and director of the counterterrorism and intelligence program at The Washington Institute for Near East Policy, and a former counterterrorism intelligence analyst for the FBI, points out that despite sanctions, Iran’s financial backing is pivotal to Hezbollah’s survival and operational reach.

“We assume Iran still provides about the same amount of money, but Hezbollah is having a harder time getting it through on a timely basis. They can’t just ship it from Iran or Iraq anymore without inspections, so they rely more on diaspora networks in South America and Africa,” he tells The Cipher Brief. “All of this is against the backdrop of severe setbacks. Hezbollah intends to continue positioning itself to not only fight militarily but also assert an oversized, dominant position within Lebanon by virtue of force.”

A Battered Front, But Not Broken

The Israel-Hezbollah war, which ignited in 2023 alongside the war in Gaza, decimated the organization’s leadership, weapons arsenal, and fighting ranks, with more than 3,000 of its fighters killed. The decapitation strikes were surgical: On September 27 last year, an Israeli airstrike flattened Hezbollah’s Beirut headquarters, killing Secretary-General Hassan Nasrallah, the group’s iron-fisted architect of asymmetric warfare. In the ensuing ground incursion, Israeli forces dismantled border launch sites and command bunkers, leaving Hezbollah’s Radwan Force, the elite unit tasked with infiltrating Galilee, reeling.

Yet, as analysts caution, Hezbollah is battered but not broken. A number of its battle-hardened fighters, who cut their teeth supporting the Assad regime in Syria, are now integrating into civilian life, ready to rearm at any time. Furthermore, the group’s Shia base, which comprises roughly 31 percent of the Lebanese population, remains loyal to Hezbollah, upheld by its wide-reaching welfare networks amid a country grappling with a crumbling economy.

These moves indicate that Hezbollah’s military recovery is already well underway.

“Hezbollah is giving much more attention than before the war to its Badr Unit, positioned north of the Litani River, and strengthening it with Radwan forces,” Sarít Zehavi, senior researcher at the Alma Research and Educational Center, tells The Cipher Brief. “They are also shifting from smuggling to local manufacturing of drones and missiles. Even though some brigades are not yet redeployed to the border, they continue training and rebuilding capabilities.”

The Badr Unit, a key element of Hezbollah’s northern forces, has become the group’s tactical spearhead along the Litani River and near the Israeli border. Tasked with reconnaissance, border infiltration, and rapid response, the unit has been reinforced with Radwan-trained fighters and advanced drone capabilities. Badr is central to Hezbollah’s evolving doctrine of “strategic latency,” maintaining a persistent threat without provoking full-scale war, and acts as a bridge between conventional militia operations and the group’s clandestine drone and cyber activities.

Moreover, Lebanon’s political deadlock increases the risk that Hezbollah will maintain its military dominance.

The Beirut government, assembled hastily earlier this year under President Joseph Aoun, is characterized as the least Hezbollah-affiliated in years, with a focus on reclaiming national independence from the dominant insurgents. There is, however, significant skepticism about how such a push is enforced. Hezbollah continues to rebuff key appointments, and its diminished but growing stockpile, estimated at 20,000 remaining rockets, hangs over Beirut’s ambitions.

This hybrid threat presents a national security nightmare for Washington: a non-state actor wielding state power, rendering diplomacy incredibly difficult.

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Iran’s Evolving Logistical Pipelines

Tehran’s shadow looms largest. The IRGC-Quds Force, Hezbollah’s ideological leader since 1982, has poured over $1 billion into the group this year alone, per Treasury disclosures — despite layered U.S. sanctions biting into Iran’s oil exports. However, a source familiar with the U.S. Office of Foreign Assets Control told The Cipher Brief on background that tracking Iran’s funds has become increasingly challenging in recent months.

“The Treasury and State Departments need more resources to track violations, and the government shutdown left many investigators sidelined,” the source observed. “Congress can help by requiring reports on Iranian weapons shipments and funding enforcement teams.”

The Iranian cash flows through hawala networks and Beirut’s labyrinthine exchange houses, where operatives like Jaber convert petrodollars into untraceable Lebanese pounds. It’s a masterclass in sanctions evasion: Iran’s regime, squeezed by domestic protests and a rial in freefall, prioritizes its “Axis of Resistance” over breadlines at home.

“Assad’s downfall severely crimped Hezbollah’s pipeline from Tehran, but even so, Hezbollah and Iran remain adept at exploiting fragile states. Beirut and Damascus show some interest in interdiction. Still, both are weak governments, and they have other priorities,” Jonathan Ruhe, Director of Foreign Policy at the JINSA Gemunder Center for Defense & Strategy, tells The Cipher Brief. “Iran also exploits power vacuums in Sudan and Libya to resupply Hezbollah from the sea, using surreptitious maritime tactics like Iran’s sanctions-busting ‘shadow fleets.’”

Post-war Syria has forced Tehran to improvise. The once-feared land bridge — stretching from Iran through Iraq and Syria to Lebanon — has been battered by Israeli airstrikes and rebel attacks, yet parts of it still survive. To bolster its Middle East proxy, the Iranian regime has upped its use of maritime routes. Iranian cargo ships dock at Syria’s Tartus port under civilian manifests, offloading drone kits and rocket fuel disguised as fertilizer. Trucks then traverse the unguarded border into Lebanon’s Qalamoun Mountains, often chaperoned by IRGC advisors.

Domestically, however, Hezbollah is reducing reliance on imports. Clandestine factories in Beirut’s Dahiyeh suburbs and Bekaa orchards churn out refurbished Kornet anti-tank missiles and Ababil drones from scavenged parts. There is a reported network of 50-plus workshops, some powered by smuggled Chinese microchips, slashing reliance on vulnerable sea lanes. Despite its own economic ailments, Tehran continues to give precedence to Hezbollah’s position as a frontline deterrent over short-term financial stability.

Rebuilding the Arsenal: From Ashes to Drones

Israeli assessments estimate Hezbollah has reclaimed just 20 percent of its pre-war precision arsenal, but what emerges is nimbler and deadlier in specific domains. Drones top the list: low-cost Shahed-136 clones, assembled from Iranian blueprints and Syrian-sourced engines, can loiter over Galilee for hours, scouting IDF positions or delivering 50 kg (110pounds) warheads. Short-range Fajr-5 rockets, concealable in olive groves, are proliferating under civilian camouflage — mosques, schools, even UNIFIL outposts.

Smuggling remains vital. Iran’s military equipment, including advanced components for precision-guided missiles (PGMs), is first transported into Syria using an array of methods designed to evade international scrutiny. Non-descript convoys then travel from Syria’s Homs City to the border city of Al-Qusayr near Lebanon. The Syrian-Lebanese border in the Homs/Al-Qusayr area is porous, mountainous, and complex to police. Over the course of this year, Israel has conducted more than 40 strikes intercepting shipments near the southern coast of the city of Tyre. Yet the cat-and-mouse game favors smugglers. Private companies, fronts for IRGC logistics, reportedly run nighttime operations mixing weapons with sacks of flour labeled as aid.

“Even before October 7, Hezbollah tried to make precision munitions with Iranian help,” Ruhe noted. “Tehran is now redoubling these efforts. For all Israel’s successes over the last two years, it struggled to wage a multifront war of attrition, and it struggled to defeat Hezbollah’s drones. Hezbollah and Iran want to exploit this exact weakness by being able to oversaturate Israeli defenses with mass drone swarms, similar to what Iran helps Russia do against Ukraine.”

Indeed, Hezbollah’s rebuilding of its ranks is quieter but no less strategic. After losing an estimated 5,000 to 7,000 fighters, the group now runs “resistance summer camps” in the Litani Valley, teaching teenagers bomb-making and cyber tactics under the guise of community service. Morale has waned, but ideology endures: recruits draw strength from chants of Nasrallah’s martyrdom.

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The Long Game: Shadows on the Northern Border

For Israel, the situation is a high-stakes strategic battle. Prime Minister Netanyahu’s cabinet has stepped up its drone strikes into Lebanon in recent weeks, and preemptive raids to enforce ceasefire arms restrictions are not off the table. Nonetheless, Hezbollah leaders in November rejected talks, and in an official letter to the Lebanese government, insisted that “any attempt at political negotiations with Israel does not serve Lebanon’s national interest.” The statement both rallies supporters and signals Tehran’s firm stance. Iran’s approach is one of “strategic latency” — maintaining a constant, restrained threat to deter Israel without triggering all-out war.

The United States also has global interests at risk. Hezbollah’s networks extend into Latin America and Africa, where they help launder money through drug and diamond trades. Those funds could support operations that reach U.S. soil. Washington’s current strategy — including a $230 million-plus aid package to Lebanon tied to reforms — aims to cut off Hezbollah’s financial base.

This fragile financial and operational landscape underscores that, despite international efforts, Hezbollah’s on-the-ground capabilities remain resilient and difficult to fully contain. A spokesperson for the U.S. Department of State tells The Cipher Brief that while “the Government of Lebanon made a courageous and historic decision to restore state authority by ordering the disarming of Hezbollah and establishing the Lebanese Armed Forces and Internal Security Forces as the legitimate forces for Lebanon, the credibility of Lebanon’s government rests on its ability to transform words into action.”

“The region and world are watching carefully,” the spokesperson continued. “Disarming Hezbollah and other non-state actors, as well as ending Iran’s proxy activities, is crucial to ensuring peace in Lebanon and across the region. The United States of America commends the Government of Lebanon’s efforts to ensure Lebanon is sovereign, peaceful, prosperous, and safe for all Lebanese people.”

Zehavi also pointed to the gap between hopes for disarmament and reality.

“The Lebanese Army is not entering villages and into the private properties where Hezbollah is actually hiding its weapons down,” she explained. “If this continues this way, and it looks like this is where it is going, what we will see is a very unstable situation.”

Lebanon, however, may face the most direct consequences. Hezbollah functions as both a militia and a provider of social services. Several of its clinics are also used as bunkers, and Tehran-financed roads routinely lead to new depots and launch locations. As Zehavi highlights, Hezbollah is rebuilding on two fronts: strengthening its military infrastructure while expanding civilian programs to maintain local support.

The organization, experts say, is not right now preparing for a major offensive but focuses on smaller, ongoing operations — perhaps cyberattacks on Haifa’s ports, sniper fire along the border, and drone swarms testing Israel’s defenses. Iran’s proxy strategy remains intact despite sanctions and setbacks.

Yet, according to Ruhe, if the United States, Europe, and Arab partners enforce UN sanctions on Iran’s rearming of Hezbollah and back Beirut, a better-than-status-quo scenario is possible.

“(But) if Hezbollah and Iran believe Beirut is alone, and that Israel will be isolated for acting militarily, then it’s a matter of when — not if — Hezbollah recovers,” he continued. “And the more successfully it helps Hezbollah rebuild, the more likely Iran will test Israeli and U.S. resolve with its own rearmament.”

For Western policymakers, the objectives are clear: disrupt Hezbollah’s finances, bolster Lebanon’s government, and limit the group’s military power. Otherwise, the risk grows of a wider northern conflict that could draw in larger powers.

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Early in 2025, shortly after taking office, the Trump administration designated several drug cartels as terrorist organizations. This signaled the administration’s intention to escalate U.S. efforts to fight trafficking beyond the usual efforts of the Coast Guard, Drug Enforcement Administration and Border Patrol. It also presaged the use of the military.

Combating narco-trafficking remains the administration’s declared purpose. Implicitly, the decision to escalate U.S. efforts is based on several key points. First, drug abuse in the United States remains at epidemic levels despite decades of efforts to control it. Second, previous efforts to suppress drug smuggling into the U.S. have not been successful. Third, because the cartels smuggling drugs into the U.S. are not merely drug traffickers but large terrorist organizations, they need to be confronted as forcefully as terrorist groups elsewhere. This, effectively, means employing military force.

The administration contends that Venezuela is the country from which much of the illicit boat and air traffic carrying cocaine emanates and that Venezuela’s long-time strong man is really the head of a cartel and “a fugitive from American justice.” On August 7, the administration announced a 50-million-dollar bounty on Venezuela’s long-time strong man, Nicolas Maduro. It is this view of the Venezuelan regime and its leader, in combination with the size and capabilities of the deployed U.S. military in the Caribbean, that suggests the administration’s goals are more ambitious than just striking alleged traffickers on the high seas.

The question then is, how would the Trump administration define regime change? New leadership or something more extensive? If regime change is a goal, how does the administration hope to achieve that result? Would a combination of intimidation, enhanced economic sanctions and diplomatic pressure from the world’s democratic community convince Maduro to abandon power? Can the Venezuelan military, which in 2002 temporarily removed Maduro’s mentor, Hugo Chavez, be persuaded to act once again? Or is the U.S. administration contemplating military strikes inside of Venezuela? If so, how extensively? Would a targeted attack of regime leadership result in regime change or would the U.S. need to hit various elements of the military plus drug labs? The scope of any U.S. kinetic actions would likely affect the way Venezuelans – who overwhelmingly rejected Maduro in last year’s presidential election, react. It would also affect how the region and the rest of the world regard the U.S. campaign.

If the U.S. were able to oust Maduro what would follow? There is a legitimate government in waiting. Former diplomat Edmundo Gonzalez won last year’s presidential election by a huge margin despite regime efforts to sabotage the democratic opposition. Would anything short of the installation of the democratic opposition be considered an acceptable outcome to Venezuelans or the United States? Would a government of national unity which included some of the Venezuelan dictator’s base and elements of the military be acceptable to the democratic opposition? To the U.S? The Venezuelan military has been deeply compromised by the Maduro regime’s criminal activity and is believed to be complicit at the highest levels in drug trafficking. The Cartel de los Soles is thought to include many high-ranking military personnel. Would the U.S.be prepared to put troops on the ground to prevent criminal elements of the Venezuelan military from regrouping even if current regime leadership were forced out?

Finally, what effect will current U.S. operations in the Caribbean have on U.S. relations with the rest of Western Hemisphere especially if U.S. military strikes Venezuela directly? What effect have U.S. operations already had? The answers to these questions are not all obvious.

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The Trump team has never mentioned regime change as a campaign goal. The size and nature of the deployed U.S. forces, however, make speculation on the U.S. administration’s real intentions inevitable. The number of ships, aircraft, sailors and marines appeared to be substantially greater than required to combat narcotrafficking through the Caribbean and eastern pacific even before the ordered deployment of the U.S.’s most advanced aircraft carrier, the USS Gerald R Ford. The messaging from Washington, moreover, focuses squarely on the Venezuelan regime.

What we have been hearing from Washington about operations in the Caribbean is a logical extension of steps taken by the Trump administration prior to the start of current operations. While President Obama first called Venezuela a threat to national security in 2015, it was only earlier this year that the U.S. designated the cartels as terrorist organizations. The designation of the cartels as terrorists was a necessary step to operationalize the shift from a law enforcement effort to a military one.

The new militarized U.S. strategy in the Caribbean has had an effect. Drug trafficking by sea is apparently way down. That said, this new strategy has not diminished trafficking by land nor reduced the flow of deadly fentanyl into the country. It has, on the other hand, generated concern in some countries about the return of American gunboat diplomacy. Domestically, the president’s new approach resonates well in some quarters but has incensed many Democrats in the U.S. Congress and even worried some Republicans. British concern about the legality of the U.S. strikes on the high seas is now so acute that the United Kingdom has ended intelligence sharing on Venezuela. The Trump administration has, however, given no indication that either international concern or congressional criticism will precipitate a change in policy.

President Trump’s change of the U.S strategy for fighting the cartels and maybe for achieving regime change in Venezuela has important implications for U.S. relations with its allies everywhere but especially within the region. The Trump administration has clearly made the Western Hemisphere a national security priority but there are many other vitally important arenas in which U.S. interests are affected by developments in this hemisphere – both positively and negatively.

Accordingly, the administration’s agenda in Latin America must include more than just winning the drug fight and controlling our Southern border. More than 40% of all U.S. manufacturing goods are sold into the Western Hemisphere and the U.S. has a positive trade balance with many countries in the region, including Brazil, Chile, Peru, Panama and others. Millions of American jobs depend on trade with the region. Energy production in the region is also significant; Canada is our largest foreign supplier but there are other key players including Mexico, Brazil, Colombia, Ecuador, Trinity and Tobago and, more recently, Guyana. Guyana’s oil production, in fact, is exploding. The country’s GDP grew by over 25% in 2023 and by more than 30% in 2024. On the other hand, China’s influence continues to surge and China is now the largest trading partner for South America in the aggregate. The U.S. clearly needs to do what it can to strengthen the value proposition for the countries of Central and South American to see the U.S. as their commercial partner of choice.

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It is, at this point, not clear what the Trump administration’s end game is in the Caribbean. What is clear is that the U.S. cannot ignore other issues around the region or other views on how challenges should be met. Neither should we naively assume that success in suppressing the trafficking of cocaine out of South America is assured even temporarily, however many go-fast boats the U.S. military sinks. Transit by land, which the Trump administration has indicated it may take on next, is still robust. Demand for illegal drugs is still strong in the U.S. and Europe. The U.S. has recently made progress in engaging Mexico, especially on combating the Mexican cartels, but how effective joint efforts will be remains to be seen. Relations with Colombia, the source of most of the world’s cocaine, on the other hand, have deteriorated dramatically. Colombian President Gustavo Petro has characterized U.S. attacks on the drug boats as atrocities, called President Trump a criminal and encouraged American military personnel to defy his orders. The U.S., for its part, has decertified Colombia for failing to cooperate fully with U.S. counternarcotics efforts and cancelled Petro’s visa.

The U.S. still has partners in Latin America, especially trade partners, but there is also, always, concern over U.S. unilateralism. Moreover, President Trump’s announcement that he has authorized the Central Intelligence Agency to become active in Venezuela inevitably recalls for some an earlier and darker time in U.S. relations with Latin America. That said, criticism of U.S. operations in the region has been surprisingly muted – and some countries have been explicitly supportive.

Still, many in the region have been left wondering where multilateral cooperation, diplomacy, democracy support and human rights, pillars of U.S.-Latin American policy since at least the 1980s, fit in America’s new more muscular policy toward the region. At the same time, most of the region agrees that the cartels are a grievous problem, and recognize that Venezuela is a dictatorship and that it has become an epicenter for a great deal of the most pernicious activity in the region. I expect they are dubious about the likelihood of the U.S. eradicating all drug trafficking from South America because so much of the trafficking is by land. They are also unconvinced that combatting drug trafficking per se is the U.S.’s only goal. They do not wish to see a war in either South or Central America but they are also profoundly tired of living with the consequences of the growing and corrosive power of the cartels.

The Trump administration’s campaign to date has had some success and may have put Russia, China and Iran – Venezuela’s extra-regional allies -- on notice that the U.S. has decided to counter malign activity and actors in the region forcefully. But this is a high stakes game for the U.S. A U.S. escalation to ground operations could catalyze world-wide criticism of the U.S. Success with targeted strikes is not assured. At present, we are left to wrestle with the question of whether the campaign to date is a preamble to even more ambitious operations. And, can what has been accomplished to date be sustained at a time when coca cultivation in source countries like Peru and Colombia is increasing and the head of a cartel – which is how the administration has characterized Maduro – remains in control of the government of Venezuela?

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