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Three CISAC scientists have joined 26 of the nation’s top nuclear experts to send an open letter to President Obama in support of the Iran deal struck in July.

“The Joint Comprehensive Plan of Action (JCPOA) the United States and its partners negotiated with Iran will advance the cause of peace and security in the Middle East and can serve as a guidepost for future non-proliferation agreements,” the group of renowned scientists, academics and former government officials wrote in the letter dated August 8, 2015.

“This is an innovative agreement, with much more stringent constraints than any previously negotiated non-proliferation framework.”

CISAC senior fellow and former Los Alamos National Laboratory director Sig Hecker is a signatory to the letter, along with CISAC co-founder Sid Drell, and cybersecurity expert and CISAC affiliate Martin Hellman.

Six Nobel laureates also signed, including FSI senior fellow by courtesy and former Stanford Linear Accelerator director Burton Richter.

The letter arrives at a crucial time for the Obama administration as it rallies public opinion and lobbies Congress to support the Iran agreement.

You can read the full letter along with analysis from the New York Times at this link.

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Media: please reach out to cisacevents@stanford.edu

About the Event 

Estimates of fatalities in a nuclear war range from none to Earth’s population. We can confidently state if there is never a nuclear explosion, there will be no fatalities. But what is the most probable loss? Fatalities from explosions in populated areas could be in the hundreds of millions, exceeding those from fallout radiation by a factor of ten. However, fatalities from environmental changes and the breakdown of society, which together may collapse global agriculture, could exceed those from blast by another factor of ten, approaching the population of the planet. Fatalities from blast, burns and prompt radiation are relatively easy to compute, but those from environmental changes are difficult to predict. We know that physically similar, but more extreme, environmental insults occurred 66 million years ago due to an asteroid impact and caused the extinction of about 75% of the known species. Toon will go through the chain of complex issues that need to be addressed to compute the environmental changes, their uncertainties and their impacts on humans: likely targets; fuel loads; fire ignition; smoke production, composition, lofting and rainout; climate response to stratospheric smoke; and agricultural responses to climate changes. A recent U.S. National Academy of Science panel recommended that multiple agencies fund research to reduce the uncertainties. For example, new satellite based global measurements of building types and volumes can provide improved fuel loads. Measurements of smoke from burning buildings, now non-existent, could determine smoke composition. New aircraft data on smoke from wildfires could inform lofting. However, no federal agency has developed a research program, just as they have avoided doing for the past 40 years. Thousands of scientific papers have been written about the extinction of the dinosaurs, but tens about our possible fate from a nuclear conflict. NASA is searching for asteroids that might hit us and planning how to stop them. But nuclear stockpiles are increasing, more countries seek nuclear weapons, and new and more terrifying weapons are being built.

About the Speaker

Brian Toon studies radiative transfer, aerosol and cloud physics, and parallels between Earth and planets. He led NASA airborne missions studying volcanic clouds, ozone holes, and cloud-climate impacts. Toon published about 400 refereed scientific papers, and co-authored Earth in Flames. He received the American Physical Society's Leo Szilard Award for work on nuclear winter and was recognized by the UN Environmental Program for contributions to the Nobel Peace Prize winning IPCC reports. Additionally, he won the American Geophysical Union’s Roger Revelle Medal, the American Meteorological Society’s Carl-Gustaf Rossby Medal, and the 2022 Future of Life Award for reducing the risk of nuclear war.

Please join us for refreshments in the Oksenberg Conference Center following the conclusion of the lecture from 5:00 - 6:00 PM.  All CISAC events are scheduled using the Pacific Time Zone.

James D. Fearon
James Fearon
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Interstate conflicts are "roaring back," according to James Fearon. One of the preeminent thinkers in the field of international relations, Fearon joins Colin Kahl on the World Class podcast to talk about why it feels like wars are becoming more prevalent, and how more might be prevented in the future. Drawing on both his academic research and his time in government service, Fearon shares his perspective on why and how the conflicts in Ukraine and Iran are unfolding, and outlines his recommendations for preventing active conflict with China in the Indo-Pacific.

James Fearon is the Theodore and Frances Geballe Professor in the School of Humanities and Sciences and a professor of political science. He is a senior fellow at FSI, affiliated with CISAC and CDDRL. His research interests include civil and interstate war, ethnic conflict, the international spread of democracy and the evaluation of foreign aid projects promoting improved governance. Fearon was elected to the National Academy of Sciences in 2012 and the American Academy of Arts and Sciences in 2002. Some of his current research projects include work on the costs of collective and interpersonal violence, democratization and conflict in Myanmar, nuclear weapons and U.S. foreign policy, and the long-run persistence of armed conflict.

This episode's reading recommendation is, “The Personalist Global Order: When Individual Whims Drive Great Power Policy” by Seva Gunitsky and Semuhi Sinanoglu, published in the January 2026 issue of Foreign Affairs.

TRANSCRIPT:


Kahl: You're listening to World Class from the Freeman Spogli Institute for International Studies at Stanford University. I'm your host, Colin Kahl, the director of FSI.

Today we're talking to my good friend, Jim Fearon. Jim is the Theodore and Francis Geballe professor in the School of Humanities and Sciences here at Stanford. He's also a professor in the political science department and a senior fellow with us at FSI. He is inarguably one of the most influential international relations theorists and methodologists of his generation.

He's also spent some time serving in the U.S. government, and he's about to begin a term as the co-director of FSI's Center for International Security and Cooperation, or CISAC, which is one of our flagship centers. Jim's research covers an incredibly broad array of international security issues, including pathbreaking work on interstate war, conventional and nuclear deterrence, civil and ethnic conflict, the international spread of democracy, and its impact on political stability, and the evaluation of foreign aid projects.

He's even branched out to study the cost of collective and interpersonal violence, and he has a terrific new book on the topic entitled Worse Than War. As the world grapples with a new period of heightened conflict and global tension, I can't think of a better person to help us think through these challenges and help lead CISAC in examining them than Jim.

So, Jim, welcome to World Class.
  
Fearon: Thanks, Colin. Very happy to be here.

Kahl: I want to start our conversation by rolling the tape way back. Three decades ago, you published a highly influential article entitled, “Rationalist Explanations of War.” The article addresses a core puzzle in international relations. And that is, you know, because war is costly and risky, a peaceful settlement that avoids destruction should theoretically always exist and be preferred by rational actors, and yet war still occurs. These days, unfortunately, it seems to be occurring more and more often.

So I want to ask you how the insights from this foundational article might help us understand some contemporary conflicts, including those in Europe and the Middle East.

But first—a lot of our listeners are pretty nerdy, but many of them will not have read your article. Maybe you can spend a few minutes just kind of explaining to our listeners the core argument you made in this.

Fearon: You're right; it is a frighteningly long time ago now. Scary for me to think about. 1995 it came out, written pretty much in ‘93.

I guess I’d stress two things in terms of summarizing it. One, even the way you framed it as, war is costly and risky, there ought to be deals, in principle, that rationally led states would prefer to the costly lottery, the costly big gamble of going to war. That was itself a framing that was not standard at the time.

And in fact the reason I wrote the article in that form — I was an assistant professor at University of Chicago and I had a different version based on a chapter of my dissertation. And a senior colleague very generously giving me extensive comments on that draft, disagreed vigorously with that point and said, “No, no, no, no, and here's a list of cases where both sides wanted to go to war, and there were just no deals.”

And that interaction made me realize, well, actually, you know, there's maybe there's a point here that that would be worth arguing out there in the field.

And then the other thing was I wanted to ask, “What are the full set of rationalist explanations for why rational leaders wouldn't be able to find a deal better than this costly lottery?” And basically I say there's two things. There's kind of informational stories and commitment stories.

“Informational story”  means that one or both sides thinks they know something about either their capabilities or maybe their willingness to fight, which they know privately, the other side can't directly observe it. And because if you told me, like, “Don't do that or I absolutely will go to war.” I might not believe you because I know that  you have an incentive to try to get me not to do that.

And then the second thing: commitment problems.That's when even if we largely agree on the probability of winning would be 50-50 or something, and have a good sense of what the costs would be, even if we know there's deals we'd both prefer to fighting, we may believe that one or the other or both of us would not be trustworthy to enforce a deal.

An example would be Iran and cases like that where we might want to make a deal — we give you some sanctions relief, and you agree to intrusive inspections and not to pursue nuclear weapons. But how do we know they're not going cheat? We think they might have reasons to. So that's the kind of concern. Maybe there in principle is a deal, but you're worried the other side has ways of sneakily or not so sneakily reneging.

Kahl: The Iran point is is particularly relevant to my personal experience because I remember during the Biden administration, it was very difficult for us to convince Iran to get back into some version of the Obama-era Joint Comprehensive Plan of Action, because I Iran kept wanting us to credibly commit that we would not withdraw from the agreement, like Trump withdrew from Obama's agreement. And it turned out that was very difficult for us to commit to. Of course, we also had trust issues as it related to the Iranians.

But speaking of Iran, we're now past the six-month mark in the U.S. and Israeli war with Iran. We're mostly in the U.S. phase these days.

And we're now in the fifth year of the war in Ukraine. So we've got major conflicts in Europe and the Middle East.

But I was wondering if you could link back to some of those concepts that you just elucidated to help our listeners understand, for example, why Putin made the decision to launch a full-fledged invasion of Ukraine back in 2022, or why President Trump decided to attack Iran alongside Israel back in February.

Fearon: Well, you've given a couple significant challenges here on the “rationalist” part. So, one thing I absolutely was not arguing or claiming in that piece was that all wars are begun by rational choices, and that this was the way to understand why all wars happen.

My hunch is that this decision to go to war was irrational. Say you have a specific psychological bias in mind that may explain it. Psychological biases and irrationality is defined on the basis of, or with respect to, “It's not rational.” Rational is like the normative, like, okay, you ought to do this, or if you're rational, you would do this. And that's how we even can tell what would be irrational.

In order to even figure out what's a psychological bias story, you have to be starting with a clear sense of what would count as a rational story.

So that's a little background on the motivation there. I'm definitely not saying that this current U.S. war with Iran is going to be best explained by rational choices. But to your point, I do think the information and commitment story helps us understand the underlying strategic problems that the leaders are dealing with and states are dealing with and may manage or address in more or less rational ways.

So with that as like a long lead up, let's start . . . well, we’ve been talking about Iran. Let's start there.

We only have a little reporting on this now, but it seems like the president really, like, went with his gut. Even despite getting . . . the CIA allegedly told him that what Netanyahu was telling him that this can bring about regime change . . . he was allegedly told by the U.S. intelligence community, “No, we really don't think that's gonna happen.” The ability of the Iranians to shut down the Strait of Hormuz seems to have been raised.

But he decides and probably is influenced by feeling like the Venezuela operation was a huge success. Ex post, it looks like he exaggerated his prospects for success.

It doesn't seem to me like there was anything to suggest that the U.S. had any particular private information about their capabilities or anything that would give them a rational basis for having mutual optimism with respect to the Iranians. The Israelis had these rather extensive plans for internal subversion, for regime change, but it seems like the U.S. intel didn't think that was likely to succeed.

At a more underlying level though, the whole issue for years now, fifteen plus years, has been this commitment problem issue of the U.S. worrying that if the Iranians got nuclear weapons, this would have various bad effects for a balance of power in the region and possible consequences for us on that.

You were intimately involved in dealing with this commitment issue in the JCPOA talks. And as you know, one of the big criticisms of the JCPOA talks was that it's not credible. That the Iranians would be able to cheat, pursue, get out of the deal, and that the only real solution here is regime change.

And their argument one way or another, ends up succeeding, in terms of getting the U.S. president to act on it. It has not succeeded, so far, on regime change, and we'll see what happens there.

Kahl: One thing that seems to be similar about the Ukraine and Iran cases, and wonder what your impression is, but before the war, in both instances, there were diplomatic engagements.

The United States was engaged with Russia to try to convince them that the war wouldn't work out well for them, that the costs would be high, but also in conversations to see whether a broader U.S.-Russia understanding about security in Europe could be discussed to address some of the security concerns that Putin had about Ukraine and about the eastern flank of NATO.

The zone of possible agreement was pretty narrow and there were huge commitment issues. They didn't trust us; we didn't trust them. So, that resonates.

Same with Iran. We were in the midst of negotiations with them. They didn't trust us. We didn't trust them. We had pretty maximalist demands. They had pretty maximalist demands on issues like enrichment. And so the zone of possible agreement was narrow, and trust just made it difficult to to find a diplomatic solution, which means you were kind of in the zone where war could be imagined in both Ukraine and in Iran.

But what's interesting is that both Putin and Trump believed certain types of information rather than others, and basically they believed the wars would be easy. Putin thought the war in Ukraine would be over in a couple of weeks. Trump thought the war in Iran would be over in a couple of days, maybe a couple of weeks. They were getting information from different advisors, but either they were believing certain advisors or they just had very firm beliefs in their own heads about how easy this was going to be that couldn't be shaken. They just thought the wars would be easy.

So if you kind of combine the zone of possible agreement and commitment issues being pretty problematic, and then both leaders thought the wars would be easy, maybe there's some commonality between the conflicts. I don't know if that resonates with some of your views.

Fearon: It does, and I think you're right; there are some similarities there. In both cases, I think the underlying issues have to do with revisionism plus anarchy making for credible commitment problems.

One thing that the Iran case and the Ukraine case have in common [is] they’re wars of regime change, or at least, to a large extent. Putin wants to go to Kyiv, throw out the regime, establish something different or incorporate almost the entire current Ukrainian state into Russia.

When you see regime change as the primary objective, you should think “commitment problem.” This was true in the 2003 U.S.-Iraq war, where the Bush administration really wasn't that interested in cutting a deal with Saddam Hussein. They thought we had an opportunity to change the regime, make things a lot less costly, a lot better. Either he’s working on nuclear weapons now or he's going be able to soon. 9/11 gives us this great opportunity with the U.S. public to to do this.

World War II for the Allies: Churchill and Roosevelt meet in Casablanca early on, well before they have any good reason to think that they're going to be able to defeat, do a landing, and drive all the way to Berlin. But they declare at that point our goal is unconditional surrender. We just have to get rid of this regime. Why is that? Well, they don't think that any deal with Hitler would be stable. Because he's revealed enough about his preferences that he wouldn't comply.

That combines in both the Iranian and the Ukraine case with what, after the fact, look like quite overly optimistic views. In the Ukraine case, ex post we can see like, “Oh gosh, you really miscalculated.” This was not a one-week special military operation. It's five years of staggering, staggering World War I-like losses and lack of progress. So, surely he was irrational in getting that wrong.

But as I recall in the first week or so, people I heard in the Pentagon were like, “Yeah, this is going to be over. It's gonna take them like a week or two, but they're going to win.” And that was also a view that wasn’t just in the U.S. It's not just Putin who was surprised; a lot of people were surprised. There's some interesting reporting in a series of Washington Post pieces in late 2022 where they're talking to Ukrainian military and political leaders, and they were surprised to some extent. They were not a hundred percent sure, ex ante that you would see the degree of coordination, nationalist enthusiasm, support, pulling together, that they actually saw. So even they were a little bit surprised.

I do think that there's a plausible argument for mutual optimism, as we say, that some private information contributed to the sum of their beliefs about their chances of winning being greater than one. The Russians seem to really dismiss the Ukrainian’s capability and they thought that people would defect from the regime, that there wouldn't be a lot of public support, which was totally wrong.

Kahl: I think that's right. Maybe this was a byproduct of the fact that all the senior advisors to the Secretary of Defense were Army guys, and the Secretary of Defense himself was an Army guy back when the invasion happened. But when they all were all looking at the giant green map, and I say that because it was literally this huge green map that Mark Milley, the chairman of the Joint Chiefs, would roll out on the table in the Secretary's Conference room and start pointing to what the Russians were intending to do based on all the insights and intel that we had.

I think our military, again, these Army guys, basically saw a repeat of 2003 Iraq, which was that the major combat phase of the war and the regime change part of the war might be over in a couple of weeks, right? You'd have the equivalent of a thunder run to Kyiv, like we had the thunder run to Baghdad. But also like Iraq, in the aftermath of that, Ukrainian nationalism was real, resistance was real, and that you'd have a combination of basically insurgency, civil uprisings and disobedience, serious occupation problems.

Milley is talking to Gerasimov, his counterpart in Russia before the war, he's saying, “Look, you think this war is going to be over in fourteen days, but it's going to last fourteen years.”

But when Milley was saying that, he was talking about the post-war, post-regime change difficulties that we faced in Iraq. I think it was a shock about how poorly the Russians performed. It certainly was a shock on our side. And also how well the Ukrainians performed, and not the least of which because the Ukrainians didn't appear to have a plan. But I think in retrospect, they did have a plan. They just didn't share the plan with us because they didn't trust us all that much. So there were some information asymmetries.

I think the biggest one that Putin had was not just what we now see as his overconfidence in how easy it would be to change the regime, but he didn't believe us when we said we would impose a lot of costs on him: support the Ukrainians, imposing costs, sanctions, a degree of international isolation. He just didn't believe any of that stuff.

Okay. You've already mentioned that you worked at the Pentagon. We worked together in 2021, 2022. You took some leave from Stanford to serve in the Strategy Office within the Office of the Secretary of Defense.

For our listeners, the Office of the Secretary of Defense is not literally the secretary's office; it's a huge, sprawling civilian bureaucracy that supports the Secretary. And Jim worked in the strategy shop. And specifically, you had an opportunity to work on the 2022 National Defense Strategy, which is an important intellectual and framing document for the Pentagon.

It's kind of a meta document that tries to translate the national security strategy into a defense strategy that can be operationalized by the Pentagon. I believe this was your first time working in government, and I'd love you to reflect on that experience a little bit. Because obviously you've spent all this time in the ivory tower. You're hugely influential in the field of international relations.

What impact did this experience of being in the bowels of the Pentagon for a year or so . . . what impact did it have in shaping your understanding about the policy process or maybe your thinking about international security more broadly?

Fearon: Well, the opportunity for that year was largely due to you. So I have you to thank for that. And it was an amazing experience and it was a great thing to do in mid- late-career to kind of shake things up. And I learned just a massive amount. I’d say I’m still . . . in terms of lessons, too many to count. I'm still really processing it all. I'm trying to clear off a bunch of various longstanding projects so I can start thinking more systematically and trying to write about that.

The experience didn't really end up changing my views about international politics. Although I've got a lot more good anecdotes, it didn't really change the way I teach “Intro IR” that much.

But it radically . . . I just learned a ton about how U.S. foreign policy and defense policy is made inside the machine. And that's just been fascinating. And that has affected . . . when I read the newspaper or read about what's going on in the world, it definitely informs how I understand a lot of stuff that I see happening.

We talk a ton about policy makers and policy making in our academic IR world. And not just political science in general. What did I think? Well, I didn't know. Maybe you go in and like you sit around a table with a bunch of policymakers and you go like, “Hmm, what should our policy be on this question?” You know? And it'll be a little bit like a seminar, maybe?

Occasionally I saw stuff that was a little bit like that. And maybe at levels that you experience more at higher levels, maybe that happens more. But that was like not the way it works at all, right?

Instead, it's like a gazillion meetings.with people from different offices, and offices within offices, and offices within offices within offices at a gazillion levels and across different agencies talking about, “How do we align?”

It turns out policymaking is basically all about aligning things, aligning things with other things. It's about coordination. You have a notion when we're talking about policy in the newspaper journalist sense, it's very simple, right? Is the policy going to be this or that? But in actuality: what's a policy? It's not one simple thing. It's like a million things. It's a million little decisions.

And you can’t, even when you say, if you’re the Undersecretary, “I think we should do this.” Well that goes down the chain, and then what comes back are like a million, “Well we can't do that because of this, or that causes this friction, or we can't do that because of this other thing.” So that was one thing that was really striking.

It's a world of silos. Silos and silos within silos. And we talk about silos as if they're bad, but the truth is that you have to have silos. The whole system's a silo. You've got State Department and you've got Homeland Security and you've got the Defense Department and Treasury. And you need specialists in these different areas, and expertise. And someone's going to be lead on this or that policy. But at the same time, once you create all these silos, they have to coordinate. And that’s what so much of policy was about. It was about all these meetings of aligning across and within silos.

Kahl: Totally. Whether it's policy percolating from the bottom up or you're trying to implement it from the top down, the vast majority of what people in the U.S. government do is try to align and coordinate their actions. Either align it to their preferences — like their organizational preferences or their individual preferences — or align it to a policy that they think is already set, while deconflicting with everybody else.

It's basically a hot mess. It's surprising, actually, that anything gets done.

I was thinking as you were talking: probably the most famous scholar-practitioner of all time is Henry Kissinger. And Kissinger once remarked about when he was back at Harvard as an academic, he learned things. He built up all this intellectual capital. And then he went into government and he spent it all down. Implying that he didn't really build up more intellectual capital inside government, that that happened outside of government.

My sense is that Kissinger was a brilliant guy, but that he's absolutely wrong about that. Every time I've served in government, my intellectual capital went up, including in domains that I had not been exposed to before. So, I do want to ask about whether your intellectual capital changed at all on some issues you thought deeply about.

In particular, during your time at the Pentagon, was there anything that you learned about the world or how DOD conducts its planning and operations that changed your understanding of contemporary deterrence challenges? Because after all, the national defense strategy that you work so hard on in the strategy office framed as its central challenge, sustaining and strengthening deterrence vis-a-vis potential adversaries with China and Russia kind of at the top of the pile. Given that you’ve thought a lot about deterrence as an academic, you then saw how people were debating it in these endless meetings on the inside: did it shape your thinking at all?

Fearon: Well, the overarching frame of the 2022 national defense strategy was integrated deterrence. And initially I was like, what does that mean? Do we need another deterrence concept?

But the more time I spent there, the more I thought actually, you know, that's right. The U.S. and its allies and partners have an amazing set of strengths, but you need to make the whole greater than the sum of the parts. So now we're talking about silos not only within the U.S. government, but with allies and partners. There's a whole other set of very difficult coordination challenges.

It's incredibly challenging. I worked on implementation, as you know, until I left in September 2022, and I saw some stuff that happened after that, but my impression is that the agenda of integration had more successes inside the defense establishment than across agencies. And it seems like that coordinating across agencies was just really hard for all kinds of reasons.

But let me come back. You want to know about the intellectual capital. I didn't feel like I was spending down intellectual capital. I did think that, for example, in doing the national defense strategy, I was able to bring some stuff to the table conceptually from having studied and written about deterrence for quite a while.

But in terms of what I got, it goes to what we were just talking about being really struck by the scale and the organizational challenges. When you're coming from academics, or for that matter journalists, or for that matter really historians, there are all kinds of incentives to see and understand and also blinders to put things in very psychological terms.

So although I think psychology is hugely important, the experience made me think that we're over-emphasizing in a lot of ways, or we’re attributing things to psychological biases or this or that that are actually have more to do with organizational and career incentive things that are very difficult to to see from the outside.

Kahl: Yeah. I think in part that’s because it's like a nature-nurture question. Do our beliefs emerge from our experiences, in which case they are to some degree byproducts of our experience and to include it inside government.

I think your integrated deterrence point is interesting because a lot of critics of that defense said that integrated deterrence is just deterrence. Like deterrence is deterrence. In fact, you’re saying “integrated” because you want to actually slough off deterrence on other actors: the State Department or the Treasury Department, or our allies.

And I think the way that we saw it was that it was a recognition of the reality that if deterrence is either about denying the adversary the ability to achieve their objectives, or credibly being able to threaten to impose costs in excess of what they might achieve through aggression, that you had to have the entire kit available to you to do that, which meant you had to deter across the domains of warfare: land, air, sea, undersea, space, cyberspace, information, all of those.

The military kind of, I think, understood that, although implementation-wise it wasn't great at it. You had to deter across our alliances for the point that you made, that the whole had to add up to more than the sum of its parts. And that's a really hard coordination problem.

But you also had to integrate across the instruments of national power so that you're not just threatening to do things militarily, but as we've we've seen in places like Ukraine and Iran, the military instrument hits certain limits on your ability to achieve national objectives if it's not in tight coordination with diplomacy and economic carrots and sticks and other things.

The Trump administration didn't use the term “integrated deterrence” in their most recent national defense strategy. My suspicion is that people are largely thinking about deterrence in similar ways.

Fearon: An example would be in the lead up and through the whole Ukraine experience, Treasury is brought in. It does all kinds of stuff and does all kinds of analysis on the whole sanction side in terms of actions. But getting coordination to use that experience or do advanced planning on some kind of parallel contingency in the Western Pacific; that's hard to do.

Kahl: Very hard to do. But, you know, interestingly . . . we threatened Putin with all the things we ended up doing: supporting the Ukrainians, imposing sanctions, trying to isolate Russia on the world stage, which worked for about a year and a half or two. It's since kind of fallen apart.

My own view is that if Putin had known the cost that would have been imposed on him, he probably wouldn't have launched the war. We told him what many of those costs were, he just didn't believe us. My assessment of Beijing is yes, if they ever make a move on Taiwan or Japan or the Philippines, in one of these disputed areas: South China Sea, East China Sea, or the Taiwan Strait.

They will not just be calculating whether their military operations would be successful or whether they could dissuade the United States from intervening, but they'll be calculating what the impact would be on China's economy, on their regime stability, on a whole host of issues that are not entirely military and have significant economic and diplomatic elements to them. So, I think it's just only sensible to try to bundle up the various deterrence messaging so that Beijing thinks not only would they face a long hard slog if they went after Taiwan, but they'd also face sanctions or disruptions to critical supply chains or economic isolation from key economies around the world and et cetera, et cetera.

I do want to talk a little bit more about China and deterrence and get your views. You wrote a very interesting article in Foreign Affairs last year about how to think through conventional deterrence with China. So, much more in the military domain. And I wonder if the prospect of China taking action against Taiwan or another U.S. ally or partner is one of the pathways in which you could get a massive global conflagration? How should we think about deterring that?

Fearon: So, this was an article in Foreign Affairs in May or June last year with Andrew Lim, who's a very smart, experienced civil servant in OSD policy.

The basic idea is like, how do you sustain and strengthen deterrence as the 2022 NDS said, in the Western Pacific? We argue that the U.S. needs to work towards what we call the conventional triad. So, more investment in precision-guided missiles and deeper munition stocks in that area. Basically missiles, bombers, and subs. So, bombers that can be used to launch long-range cruise missiles. That's a technology called palletized munitions, as you know.

One thing we were trying to draw attention to is that there are pretty big first strike incentives. So, if you get in a tense or a crisis situation, the PLA has a real premium on preventing the U.S. forces from getting in the fight. And they built a missile complex that, if they used it successfully, very quickly could make it impossible, or very, very difficult, or could be devastating for U.S. naval assets and fixed bases in the region, which are critical for any kind of U.S. military intervention.

The U.S. knows that, wants to protect its forces. It has potentially preemption incentives itself to attack and prevent these missiles, or the command and control systems that enable them, from working. The whole article is based on this kind of analogy to the nuclear history where Albert Wohlstetter and Thomas Schelling were arguing in the 50s that the U.S. needed to posture its nuclear forces in a way to assure a second strike.

They were worrying — probably worrying too much — that the Soviets could have an incentive to just . . . what do we call it? . . . do a splendid first strike, to make it impossible or largely impossible for the U.S. to retaliate.

So, we're arguing that the situation is similar at a conventional level in the Western Pacific. So you could increase both crisis stability, lower the risk of war, and also strengthen deterrence by building an assured, secure, conventional second strike.

Kahl: The article is fantastic. People should check it out.

One of the concerns you hear out of the Pentagon these days . . . not at the very top, but through the many leaks that get into the Washington Post and the New York Times and the Wall Street Journal and other outlets . . . is just how concerned the professional military is and the combatant commands are with how depleted our long-range munitions stockpiles and also our air defense and missile defense interceptor stockpiles are, in large part because of the conflict with Iran, which has spent through a lot of those munitions.

The not so dirty little secret in the Pentagon is we had lots of war plans. But if you executed any one of them with a degree of protraction, you basically made the other war plans very difficult to execute for some period of time.

And we're we're seeing that happen in real time and we've kind of gone all in with Iran. And I think a lot of people at the Pentagon are worried that that has undermined our deterrent vis-a-vis China and and Russia, because they know how depleted we are on some of these types of munitions.

I want to pivot now to your new job, the job you have graciously agreed to take on, which is the social science co-director of CISAC, the Center for International Security and Cooperation.

For our listeners who don't know about CISAC, it's one of the oldest centers, one of the founding centers of FSI at Stanford. And it's always had, from the very beginning, a social science co-director and a science co-director. Because from the very outset, it's been a center focused on the relationship between science and technology on the one hand and international security on the other, initially focused on nuclear weapons and arms control, and now with a much broader research agenda.

So first of all, thank you for taking on the job. You're the perfect person at this time.

What types of issues do you think CISAC in particular, and maybe security studies more broadly, needs to prioritize at this particular moment in world history and as we look to the future?

Fearon: I'm excited to do it. I'm looking forward to it. It's a great opportunity, and I'm fully expecting that being a center director will be more fun than being a department chair.

Taking kind of a big picture look here: Secretary Blinken used to like to say the post-Cold War is over, right? And I think he's right about that. We're living through a really big set of changes in the international system. Probably bigger and more fundamental than the changes I lived through as a grad student with the end of the Cold War. Really quite fundamental.

This is a whole bunch of dimensions, but definitely one of the biggest ones is that interstate conflict among major powers has just come roaring back. After twenty-five years or so, where a lot of the issues of focus in international security were things like civil war, transnational terrorism, insurgency, counterinsurgency, state building, peacekeeping operations, non-proliferation. Now, none of those things have gone away; it upsets me that civil war in particular, which has actually gotten quite a bit worse, has kind of just fallen off the radar screen.

But nonetheless, good reason to be concerned about major power conflict, which has come back very much, and with it, increased risk of nuclear war. We haven't seen so much risk of this since the hot days of the Cold War. But it's come back in a technological context that's really different from the Cold War.

And I think that's where studying, thinking about, conceptualizing, framing, intervening on, like, how to think about and what to do about major power conflict in this technologically changed and rapidly changing environment is what CISAC will be focused on. And that CISAC, being at Stanford, is the place to do this: to study AI and and AI and international security implications for conflict, cyber offense, cyber defense, cyber capabilities and and and their implications.

There's something of an underreported arms race going on in space. That's another thing I'd love to get more work going on. Space capabilities have become absolutely essential enablers for military operations of not just the U.S., but perhaps especially still the U.S.

Kahl: I'm super excited about all of that. I'm not excited about the world we live in; the world seems more turbulent and violent by the day. But as it relates to CISAC: CISAC's core mission of thinking about how academia can inform questions about nuclear deterrence and nuclear stability and arms control, that's back.

The salience of nuclear weapons is arguably higher than it's been in many decades. And then there are all these emerging technology areas: cyber, AI, space, undersea, in the not too distant future, quantum. And what's interesting about it is that they are all entangled with one another. AI and cyber are highly entangled. Cyber and space are highly entangled. Cyber and undersea are highly entangled. Quantum will be highly entangled with other domains as well, and all of them are entangled with nuclear weapons, nuclear deterrence, nuclear command and control.

And so as you said, there's no place on earth to study all of these things, all of this intersectionality like CISAC. I'm super excited that you're going to take that on.

The last question I always ask our guests: so, Ezra Klein — one of my favorite podcasts — always asks his guests for three favorite books. And I'm always always impressed that non-academics, let alone academics, have time to read three books.

I have an easier question, which is: what is one article that you would recommend to our listeners to get a better understanding of contemporary international security challenges?

Fearon: So, my suggestion here is a little bit of a departure from what we've been talking about. It's not really hard on the military emerging tech, nuclear defense policy things, but more of a how to think about what's going on in the world.

I like a piece in Foreign Affairs by an IR political scientist named Seva Gunitsky and co-author Semuhi Sinanoglu. It's called “The Personalist Global Order: When Individual Whims Drive Great Power Policy.” And they make an argument that Trump and Xi Jinping to some extent, and Putin are. . . to understand how they're acting in foreign policy, it really helps to draw on this comparative politics.

People who study autocracy have a set of commonly used distinctions between types of autocracies. A personalist is in contrast to, like, a military dictator or a single party regime. Someone who governs by personal patron-client connections, often family-based, and views institutions as potential threats and tends to want to undermine them. And there's a bunch of patterns associated with personalist autocrats. There's a lot of erratic behavior.

In general, I think the IR field doesn’t pay enough attention to comparative politics, and this is a place where if you're looking to understand what's going on at the international level, it's a concept that's quite useful.

Kahl: It is a great article. And I also think where international relations can come to bear is in thinking about how these personalist systems become intertwined. The way in which Trump's network is intertwined with the networks in the Persian Gulf monarchies, for example. Great recommendation. Folks should go check it out if they haven't already.

Jim, thank you so much for joining us today.

Fearon: Thanks, Colin.

Kahl: You've been listening to World Class from the Freeman Spogli Institute for International Studies at Stanford University. If you like what you're hearing, please leave us a review and be sure to subscribe on Apple, Spotify, or wherever you get your podcasts to stay up to date on what is happening in the world, and why.

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James Fearon to Co-Lead the Center for International Security and Cooperation

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Uniting America's National Powers to Prevent a War Over Taiwan

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James Fearon joins Colin Kahl on the World Class podcast to discuss his theory of "Rationalist Explanations of War," how it applies to conflicts like Ukraine and Iran, and the role scholars can play in bringing academic expertise to policymaking.

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Saudi Arabia and the United States signed a landmark civilian nuclear cooperation agreement last Wednesday. Although its text has not been released, reports indicate that it includes a thirty-year American commitment to develop the Kingdom's civilian nuclear sector, including the construction of nuclear power plants and the option of establishing uranium-enrichment facilities on Saudi soil, contingent on a two-year economic feasibility study.

From an Israeli perspective, the agreement represents a significant, and potentially dangerous, departure from longstanding U. S. nuclear export policy. This raises several urgent concerns for Jerusalem.

Continue reading at Haaretz.com

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The agreement between Washington and Riyadh could create a regional nuclear arms race, while forgoing the only advantage Israel wanted to gain from it: Saudi normalization

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Or (Ori) Rabinowitz
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About the event: Since the mid-2010s, scholars and analysts have declared the emergence of a dangerous ‘new’ or ‘third’ nuclear age. Beyond academia, the concept of the new nuclear age is proving influential with policymakers in a range of countries. The new nuclear age is understood to be characterized by technological change, nuclear multipolarity, eroding constraints on the behavior and competition of nuclear-armed states, and the likely emergence of new nuclear powers. That said, it remains unclear how we should understand the new nuclear age in broader terms: how new is it and does it require new theoretical frameworks to understand? Bell subjects the concept of the new nuclear age to scrutiny. He connects the discussion of the new nuclear age to ongoing but mostly separate debates about nuclear history and the ‘Theory of the Nuclear Revolution’ (TNR). The increasing body of literature challenging TNR reveals a more competitive, complex, and dangerous nuclear past than our prior understandings, but in doing so, it draws attention to continuities between the past and the emerging nuclear age. Bell then examines the empirical features thought to define the new nuclear age and show that many have historical precedent and do not require novel theoretical frameworks to understand. The new nuclear age may, therefore, be somewhat less new, though perhaps no less dangerous, than it appears.

About the speaker: Mark Bell is an Associate Professor of Political Science at the University of Minnesota. His book, Nuclear Reactions: How Nuclear-Armed States Behave, won the ISA Foreign Policy Analysis Section's best book award. Other work has been published in International Organization, International Security, International Studies Quarterly, Journal of Conflict Resolution, Journal of Strategic Studies, and Texas National Security Review. Policy-oriented work has been published in Foreign Affairs, War on the Rocks, and The Washington Quarterly. He holds a Ph.D from MIT, a Master's in Public Policy from Harvard Kennedy School, and a B.A. from St Anne’s College, Oxford University.

 All CISAC events are scheduled using the Pacific Time Zone.

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In June 2025, Ukraine’s security services staged an audacious strike inside Russia. They infiltrated the country and hid short-range attack drones in cargo trucks near a slew of Russian air bases as far away as the Amur region on the border with China. Most of these bases were home to Russian strategic heavy bombers—aircraft capable of carrying nuclear weapons. Using Russia’s mobile phone network, Ukrainian operatives remotely launched the drones, successfully destroying at least ten of the bombers and damaging a total of 41 planes, including some used for nuclear command and control, according to Ukrainian assessments.

Known as Operation Spider’s Web, this assault was a remarkable gambit. The most significant aspect of the attack, however, was not its astonishing cost ratio—as one analyst put it, “a single drone costing just $500 destroyed a strategic bomber worth tens of millions of dollars”—or its ingenuity in hijacking Russian telecommunications, but the fact that it could happen at all. As part of its long-standing doctrine, Moscow had insisted that a conventional attack on its strategic assets could provoke a nuclear response. But that did not stop Kyiv. Ukraine was willing to go after Russia’s nuclear capabilities, and Russia was unable to prevent their destruction.

Continue reading at foreignaffairs.com

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Iran’s nuclear program remains a profound strategic challenge for both the United States and Israel, despite the consecutive joint aerial campaigns launched against it in June 2025 and February 2026. While these operations significantly degraded, temporarily, Tehran’s conventional military infrastructure, missile arsenals, and nuclear facilities, they failed to secure a medium to long-term resolution, due to Iran’s demonstrated capacity to rapidly reconstitute them.

In May 2026, the Trump administration attempted to resolve the impasse by negotiating an interim memorandum of understanding (MOU) intended to eventually lead to a permanent agreement with Iran. By early June 2026, the talks had stalled, with both sides reportedly hardening their positions. Iranian officials also conditioned any further progress on Israeli restraint in Lebanon and Gaza, effectively suspending the MOU track and turning Lebanon into the immediate diplomatic spoiler. At this stage, early June 2026, the conflict’s trajectory remains uncertain. Given the fluidity of events, the analysis offered here reflects the information available at the time of writing; a renewed outbreak of war cannot be ruled out, but at the same time, discussion of the MOU outline remains important.

Continue reading at hoover.org.

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Or (Ori) Rabinowitz
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At a moment marked by war, regional fragmentation, and mounting uncertainty across the Middle East, the Program on Arab Reform and Development (ARD) at Stanford University’s Center on Democracy, Development and the Rule of Law hosted a wide-ranging conversation between historian and Middle East scholar Joel Beinin and Hesham Sallam, CDDRL Senior Research Scholar and ARD Associate Director.

The discussion explored how the region’s current crises fit within longer historical trajectories, and what they may signal for the future of political order, state power, and social movements in the Arab world.

Throughout the conversation, Beinin situated contemporary wars and political ruptures within broader histories of authoritarianism, imperial intervention, and the erosion of regional political cohesion. The discussion ranged from the legacies of the post-9/11 era to the fragmentation of the Arab regional order, the failures of democratization, and the global rise of the far right.

Here are five major takeaways from the discussion:

1. The current moment is not simply another regional crisis — it reflects the fragmentation of the Arab order itself.


One of the central themes of the discussion was that today’s regional turmoil differs fundamentally from earlier periods of instability. Beinin argued that while the Arab world has long experienced cycles of war, authoritarianism, and external intervention, the current period is distinctive because the very idea of a coherent “Arab world” has weakened dramatically.

As Beinin put it, “A quarter of a century ago, you could still talk about the Arab world with a certain sense of unity… and today, increasingly, it doesn’t.” He stressed that this fragmentation is not merely geopolitical but also political and ideological. Regional powers now pursue sharply divergent agendas, while many traditional centers of Arab political and cultural influence have declined.

Egypt occupied a central place in this analysis. Beinin argued that Egypt, historically viewed as a political and cultural anchor of the Arab world, can no longer plausibly play a regional leadership role. He described the Egyptian regime as deeply constrained by debt crises, Gulf dependency, and intensifying authoritarian rule. Meanwhile, Gulf states such as Saudi Arabia and the United Arab Emirates (UAE) increasingly shape regional politics, albeit without the broader political legitimacy or cultural influence once associated with Cairo.

The result, according to Beinin, is a region characterized less by shared political trajectories than by fragmentation, competing alignments, and increasingly localized struggles for survival and authority.

2. The legacies of the post-9/11 era continue to shape U.S. policy toward the Middle East.


Early in the conversation, Sallam read aloud a passage from President George W. Bush’s 2002 State of the Union address, warning that the United States “will not permit the world’s most dangerous regimes to threaten us with the world’s most destructive weapons.” Sallam then revealed that the quotation was not from President Donald Trump, but from Bush in the lead-up to the Iraq War.

The exchange set up one of the discussion’s recurring themes: the persistence of interventionist frameworks in American political discourse on the Middle East.

Beinin argued that much of contemporary U.S. rhetoric surrounding Iran reproduces assumptions and narratives that shaped the run-up to the Iraq War. “None of it was true when they said it about Iraq,” he remarked, “and none of it is true when they’re saying it about Iran.”

More broadly, he suggested that the post-9/11 political climate fundamentally reshaped how the United States discussed the region. Reflecting on the years after the September 11 attacks, Beinin described g a political atmosphere in which attempts to contextualize regional dynamics were frequently dismissed as apologetics for extremism.

The conversation repeatedly returned to the dangers of reducing regional politics to moral binaries or civilizational narratives. Instead, Beinin emphasized the importance of historically grounded analysis attentive to state interests, political economy, and international power relations.

3. The authoritarian restoration after the Arab uprisings has become deeper and more punitive.


Another major takeaway concerned the aftermath of the Arab uprisings of 2010-2011 and the broader trajectory of authoritarianism in the region.

Beinin argued that states such as Egypt and Tunisia have emerged from the post-uprising period with harsher and more consolidated forms of authoritarian rule than existed prior to 2011. “Any kind of political, civil, even to some degree cultural resistance has been stamped out,” he said, citing the expansion of surveillance, imprisonment, and repression.

Yet the discussion also rejected the simplistic notion that the Arab uprisings were meaningless failures. Beinin pointed to later protest waves in Sudan and Algeria during 2019–2020 as evidence that activists and civil movements had absorbed important lessons from the earlier uprisings.

In Sudan in particular, he argued, protest movements understood that “the army is not on the side of the people,” reflecting a deeper awareness of how military institutions could derail revolutionary transitions. At the same time, Beinin stressed that regional interventions by Gulf powers played a major role in undermining these movements. He described how competing regional actors backed rival military factions, contributing to fragmentation and ultimately overwhelming civilian political forces.

The broader implication was that authoritarian resilience in the Arab world cannot be understood solely through domestic dynamics. Regional rivalries, external funding networks, and transnational counterrevolutionary alliances all play a central role in shaping political outcomes.

4. The Middle East’s crises are increasingly tied to a broader global rightward shift.


While much of the conversation focused specifically on the Arab world, Beinin consistently situated regional developments within broader international trends.

He argued that the current moment reflects not only regional disarray but also the rise of increasingly exclusionary and authoritarian political currents globally. Beinin pointed to “a hard lurch to the right” in multiple countries, including Israel, India, and parts of Europe.

This international dimension, he suggested, has profound implications for the Middle East. The rise of nationalist and authoritarian politics globally has helped normalize more extreme forms of militarism, ethnonationalism, and state violence. It has also weakened many of the international norms and institutions that once constrained state behavior, however imperfectly.

The discussion of Israel occupied a particularly important place here. Beinin linked Israel’s rightward shift to broader transformations in global politics. At several points, the conversation underscored how the wars in Gaza and Lebanon cannot be understood in isolation from these wider ideological and geopolitical currents.

Rather than treating the Middle East as uniquely unstable or exceptional, Beinin repeatedly encouraged the audience to see the region as deeply connected to broader crises of democracy, inequality, nationalism, and authoritarianism unfolding globally.

5. Historical perspective remains essential in moments of upheaval.


Perhaps the most important theme running through the conversation was methodological rather than purely political: the insistence on historical perspective in moments of crisis.

At the outset of the event, Sallam emphasized that the purpose of the discussion was “not to chase after the headlines,” but rather to “take the long view” and place contemporary developments “in conversation with scholarly research and debates.”

Throughout the conversation, Beinin repeatedly cautioned against analyses driven solely by immediate events, media cycles, or simplistic geopolitical narratives. Instead, he urged audiences to understand contemporary wars and political transformations as products of longer histories involving colonial legacies, state formation, authoritarian restructuring, social movements, and international intervention.

The discussion ultimately offered no easy optimism about the region’s future. Yet it also rejected fatalistic portrayals of the Arab world as uniquely doomed to instability. Instead, the conversation highlighted the importance of historical memory, critical scholarship, and political analysis capable of connecting contemporary crises to deeper structural processes.

A full recording of the conversation can be viewed below:

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Bassam Haddad
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Hesham Sallam speaks at a podium with panelists Samia Errazzouki and Joel Beinin
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The Albina Bulk carrier sits anchored on March 22, 2026, at Sultan Qaboos Port in Muscat, Oman.
The Albina Bulk carrier sits anchored on March 22, 2026, at Sultan Qaboos Port in Muscat, Oman. Maritime traffic through the Strait of Hormuz, which conveys about 20% of the world's oil and gas, has mostly come to a halt after the joint U.S.-Israeli war with Iran that began on February 28. | Getty Images
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In a discussion convened by the Program on Arab Reform and Development, Stanford scholars situate regional upheaval within longer trajectories of imperial intervention, authoritarian rule, and global political shifts.

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How War is Reshaping the Arab World
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  • Stanford scholars Joel Beinin and Hesham Sallam examined the state of conflict and fragmentation in the Arab world, arguing that the current moment differs fundamentally from past instability in the region.
  • Beinin connected current U.S. rhetoric on Iran to post-9/11 interventionism while analyzing deepening authoritarianism following the Arab uprisings.
  • The discussion situated the Middle East upheaval within global rightward shifts, emphasizing historical perspective over headline-driven analysis of regional crises.
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A groundbreaking history of nuclear weapons across the world, from their invention to the end of the Cold War
 
How should we deal with nuclear weapons? The discovery of nuclear fission fundamentally changed the world order. Its power was harnessed, nuclear bombs invented, and the cities of Hiroshima and Nagasaki were destroyed. In recurring international crises and calls for arms control, the threat of nuclear war has hung over humanity ever since.
 
David Holloway traces how these weapons shaped the last century, from the US-Soviet arms race to the rivalry between India and Pakistan. Deterrence and intimidation, alliances and war plans, international treaties and organizations have all played their role. At the centre were political leaders—among them Truman, Kennedy, and Reagan, as well as Stalin, Khrushchev, and Gorbachev—who all had their fingers on the nuclear button.
 
This is a global history of these fearsome weapons and our attempts to deal with the consequences of their existence—a story at once fascinating and repellent, of a very dangerous period in our history.

Purchase the book here.

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