Rod Lyon (@rdyn51) profile picture

Strategic analyst

Canberra
Joined April 2014
Photo by Rod Lyon (@rdyn51)Photo by Rod Lyon (@rdyn51)Photo by Rod Lyon (@rdyn51)Photo by Rod Lyon (@rdyn51)
I'm delighted to report my public policy paper with the British Academy and the Carnegie Endowment for International Peace: "Atomic Disorder: The Re-Nuclearisation of the World": thebritishacademy.ac.uk/docu…
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"Public support for an indigenous nuclear option differs substantially across all three allies. When polled, roughly 70% of the public in South Korea supports an indigenous nuclear option, compared with only 36% in Australia and 25% in Japan" @ZackCooper nbr.org/publication/introduc…
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‘Realism…is the recognition that power is finite.’
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Perhaps the most jarring thought of late is that American Allies are more likely to develop their own means of nuclear deterrence not because the United States has too few nuclear weapons but because trust and confidence in the United States is too low.
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Revisit "Nuclear Order and Disorder" by Brad Roberts, where he explains that the United States has too much at stake to cede leadership in the global nuclear order and offers suggestions on how the US should proceed. buff.ly/Hw6JkPN
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Thread. It’s certainly difficult to see that a middle-power international order has made much progress since Carney’s speech at Davos.
There is a great deal of hubbub about a collective “middle powers”strategy these days. At DoW, we are not concerned that this is a serious possibility. Rather, we are more concerned that a few allies and partners will *think it is* and waste valuable time, money, and political capital on a distraction. 1/
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NATO's Nuclear Planning Group has issued its first ministerial statement on nuclear deterrence since 2007, pledging to modernise nuclear capabilities and strengthen planning. Click image for more. ukdefencejournal.org.uk/nato…
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Ever creeping and growing intermediate-range forces in Europe with extended deterrence on its back heels during war on Iran while we befuddle a declared, labored, weak pirouette to the Pacific and execute a vengeful vilification of NATO is the leeward slope of foreign policy.
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The Canadian position is arguably far superior to Australia's since Australia has traditionally been on its own geographically. It is extremely far away from its key Western allies that are in north america and Europe. The Kiwis are nice but impotent strategically.
Replying to @HoyasFan07
their east... the Atlantic . To their north... The Arctic Ocean. And of course pretty close is another friendly ally (Denmark/Greenland). Kind of hard to be better situated than that. With the caveat that Trump and climate change are scrambling a lot of this.
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What is a peripheral middle power to do? open.substack.com/pub/geomas…
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Many seem to not understand that the US built its defense treaty alliance network in the North Atlantic and Western Pacific in the post-WWII period not out of charity or 'globalism' or 'liberal internationalism' but rather to *protect & advance* CORE American national interests.
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The “cash-for-uranium concept” is literally just the JCPOA 😭 This MoU is increasingly sounding like a watered down version of the 2015 deal. The two sides appear to be negotiating over issues that the JCPOA had settled: the downblending or shipment of enriched uranium abroad (Annex I, Section J); options for medical isotope production (Annex I, Section H); supply of nuclear fuel for the TRR (Annex I, Section J). The MoU will also - like the JCPOA - have to include time limitations and sanctions relief, which were at the heart of the criticisms JCPOA opponents levelled against the deal. Yet, unlike the JCPOA, I have heard no mention of measures to monitor and verify compliance, cap uranium enrichment capacity into the future (through limits on centrifuge numbers, models and R&D), address potential for a plutonium pathway, manage procurement into Iran of proliferation-sensitive material, etc. At this point, it’s at best useless - and, at worst, counter-productive - to bang the “we told you so” drum. Better that the anti-JCPOA camp realises that diplomacy is the only sustainable solution and that there is no such thing as a perfect deal late than not at all. But there also needs to be accountability for the fact that the delay and the lesson-learning have come at devastating and needless cost. Trump will of course sell whatever agreement he comes up with, however shoddily pulled together, as being better than the JCPOA. What would actually make an agreement better than the 2015 deal? If the final agreement manages to secure a moratorium on enrichment, and if it re-establishes longer-term JCPOA-style restrictions on the full range of concerning nuclear activities, and if it gets similar or greater visibility of the programme as the JCPOA, and if it manages to include restrictions on Iranian missiles and disruptive regional activities - then, that would indeed be a better deal than the JCPOA. But, as the Italians say, “if my grandmother had wheels, she would be a bicycle.”
☢️🇺🇸🇮🇷Scoop: U.S. considers $20 billion cash-for-uranium deal with Iran, according to two U.S. officials and two additional sources briefed on the talks. @MarcACaputo and I wrote for @axios axios.com/2026/04/17/iran-us…
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He doesn’t understand Trump : there is no we.
🇪🇺 🇺🇸 “In a world of common shocks and common risks, Europe and America will either win together or fall together,” says @banquedefrance’s François Villeroy de Galhau. Quoting Benjamin Franklin, he adds: “We must all hang together or most assuredly, we shall hang separately.”
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Thread
Within 10 days, parts of the global economy will start running short of critical goods After 30 years studying economic sanctions and blockades, I don’t say this lightly: --Not just higher prices --Shortages. Markets are not ready for this
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What is new—and what makes this moment more dangerous—is treating long-standing allies as transactional partners. Expect this to get worse, not better. I wrote about this at the @RANDCorporation in happier times. rand.org/pubs/research_repor…
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There is no silver bullet. U.S. forces and bases cannot be made invulnerable. The answer is layered: robust active defenses and serious passive defenses — hardening, dispersal, redundancy, rapid repair. We've known this for decades. Time to actually build it.
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The odds of Turkey, South Korea, Poland and possibly Sweden* pursuing a sovereign nuclear deterrent within the next decade have increased considerably over the past year, particularly the past 10 weeks. Unwise to ignore this.
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