About the event: China's nuclear forces, policies, and, possibly, strategy seem to be changing dramatically, with official US estimates suggesting the country may reach peer status by the end of the decade. Policymakers and scholars alike want to understand why these changes are occurring, but determining what is changing must precede explaining why. China, like many other nuclear powers, veils its nuclear forces in secrecy. That veil, however, has been increasingly pierced by open-source intelligence. The discovery of more than three hundred ICBM silos under construction surprised many experts who long believed China was moving decisively toward mobile forces. This talk considers the relationship between models of China's decision-making and sources of information, both historical and contemporary. I compare the gaze of the intelligence community with that of scholars to create a framework for reconsidering our understanding of China's nuclear forces in the past and to suggest how open-source information could shape our understanding in the future. While focused on China's nuclear arsenal, the case illustrates a broader point: open-source analysis represents a distinct way of knowing about the world, but only when married to traditional research methods. Scholars working on other opaque policy challenges, especially in security, face similar empirical problems, and this talk offers a framework for thinking about how open-source research might contribute to their work.

About the speaker: Dr. Jeffrey Lewis is a Distinguished Scholar of Global Security at Middlebury College. He is also a member of the National Academies Committee on International Security and Arms Control and the Frontier Red Team for Anthropic. From 2022 to 2025, Dr. Lewis was a member of the U.S. Secretary of State’s International Security Advisory Board. He is the author of three books, The Minimum Means of Reprisal: China’s Search for Security in the Nuclear Age; Paper Tigers: China’s Nuclear Posture; and The 2020 Commission on the North Korean Nuclear Attacks on the United States.

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