Understanding the Dragon Shield: Likelihood and Implications of Chinese Strategic Ballistic Missile Defense
While China has received growing attention for modernizing and expanding its strategic offensive nuclear forces over the last ten years, little attention has been paid to Chinese activities in testing and developing ballistic missile defenses (BMD). Motivated to understand the strategic implications of this testing and to learn Chinese views, Adjunct Senior Fellow and Professor, Bruce MacDonald and FAS President, Dr. Charles Ferguson, over the past twelve months, have studied these issues and have had extensive discussions with more than 50 security experts in China and the United States. Ever since the end of the Cold War, U.S. security policy has largely assumed that only the United States would possess credible strategic ballistic missile defense capabilities with non-nuclear interceptors. This tacit assumption has been valid for the last quarter century but may not remain valid for long. Since 2010, China has been openly testing missile interceptors purportedly for BMD purposes, but also useful for anti-satellite (ASAT) weapons.
A full PDF version of the report can be found here.
The FY2026 National Defense Authorization Act (NDAA) paints a picture of a Congress that is working to both protect and accelerate nuclear modernization programs while simultaneously lacking trust in the Pentagon and the Department of Energy to execute them.
While advanced Chinese language proficiency and cultural familiarity remain irreplaceable skills, they are neither necessary nor sufficient for successful open-source analysis on China’s nuclear forces.
Satellite imagery has long served as a tool for observing on-the-ground activity worldwide, and offers especially valuable insights into the operation, development, and physical features related to nuclear technology.
This report outlines a framework relying on “Cooperative Technical Means” for effective arms control verification based on remote sensing, avoiding on-site inspections but maintaining a level of transparency that allows for immediate detection of changes in nuclear posture or a significant build-up above agreed limits.