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International treaty expiration

New START Treaty Expiration Looms

Analysis based on 7 articles · First reported Feb 04, 2026 · Last updated Feb 05, 2026

Sentiment
-70
Attention
8
Articles
7
Market Impact
General
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The expiration of the New START Treaty between Russia and the United States is expected to lead to an unconstrained nuclear arms race, potentially involving China, increasing global instability and defense spending. This heightened geopolitical risk could negatively impact global markets, particularly defense stocks, and create uncertainty for investors.

Defense Aerospace Government

The New START Treaty, the last remaining nuclear arms pact between Russia and the United States, is set to expire, removing caps on their atomic arsenals for the first time in over half a century. This termination is feared to trigger an unconstrained nuclear arms race, potentially involving China, which is also expanding its nuclear capabilities. Russian President Vladimir Putin has expressed readiness to extend the treaty for a year, but former U.S. President Donald Trump has been noncommittal, instead suggesting involving China in arms control talks and proposing a 'Golden Dome' missile defense system. Arms control advocates, including Arms Control Association of the Arms Control Association, warn of increased global instability and nuclear conflict risk. Russia has already suspended its participation in New START inspections due to the conflict in Ukraine and has developed new nuclear weapons like the 9M730 Burevestnik and Poseidon in response to perceived U.S. threats. The potential resumption of nuclear tests by the United States, which Vladimir Putin has vowed to match, further exacerbates these concerns, leading to a more dangerous period of global nuclear competition.

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Dmitry Medvedev, former Russian President and current deputy head of Vladimir Putin's Security Council, signed the New START Treaty and warned of Russia's response to new threats.
Importance 40.0 Sentiment -20.0
oth
The 9M730 Burevestnik is a nuclear-tipped and nuclear-powered cruise missile developed by Russia in response to the U.S. missile shield.
Importance 25.0 Sentiment -30.0
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The Poseidon is a nuclear-armed and nuclear-powered underwater drone developed by Russia in response to the U.S. missile shield.
Importance 25.0 Sentiment -30.0
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Kingston Reif of the Oracle Corporation warned that without the predictability of the New START Treaty, sides could be incentivized to increase their arsenals.
Importance 20.0 Sentiment -10.0
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The Arms Control Association, through its executive director Arms Control Association, has voiced concerns about the expiration of the New START Treaty and its potential consequences.
Importance 20.0 Sentiment -10.0
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Arms Control Association, executive director of the Arms Control Association, warned that the expiration of the New START Treaty could lead to an unconstrained three-way arms race.
Importance 20.0 Sentiment -10.0
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Rose Gottemoeller, chief U.S. negotiator for the New START Treaty, stated that extending the pact would serve U.S. interests.
Importance 15.0 Sentiment 0.0
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The Anti-Ballistic Missile Treaty was terminated by the United States in 2001, which Moscow viewed as a major threat.
Importance 10.0 Sentiment -20.0
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The Intermediate-Range Nuclear Forces Treaty was terminated in 2019, banning land-based missiles and increasing the threat of nuclear war.
Importance 10.0 Sentiment -20.0
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Yuri Ushakov, Kremlin adviser, noted Washington's lack of response to Vladimir Putin's proposed extension of the New START Treaty.
Importance 10.0 Sentiment -10.0
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Strategic Arms Limitation Treaty I was a previous U.S.-Russian nuclear arms reduction pact, serving as historical context for the New START Treaty.
Importance 5.0 Sentiment 0.0
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Leonid Brezhnev, former Soviet leader, signed Strategic Arms Limitation Treaty I in 1972.
Importance 5.0 Sentiment 0.0
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Importance 0.0 Sentiment 0.0
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Importance 0.0 Sentiment 0.0
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Importance 0.0 Sentiment 0.0
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