Jeffrey Lewis

Jeffrey Lewis

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NTI/MIIS scholar; nuclear deterrence, arms control, missile forces (OSINT).

IAEA, US Intel Say Iran Complied Before Trump Withdrew
SocialApr 1, 2026

IAEA, US Intel Say Iran Complied Before Trump Withdrew

None of this is true. The IAEA and the US intelligence community both assessed that Iran was complying with the JCPIOA when Trump walked away from the agreement.

By Jeffrey Lewis
JCPOA vs War: Opponents Push Early Conflict
SocialApr 1, 2026

JCPOA vs War: Opponents Push Early Conflict

Narrator: In fact, it was always a binary choice between the JCPOA and war. The people who opposed it were, in fact, warmongers who believed the sooner that war came, the better. https://t.co/Rbzw2uHkm7

By Jeffrey Lewis
Diagram Mislabels PrSM: Shows Liquid Engine, Not Solid
SocialMar 30, 2026

Diagram Mislabels PrSM: Shows Liquid Engine, Not Solid

This exploded diagram appears to shows a liquid propellant rocket engine (two tanks, plus an engine); PrSM is a solid rocket motor. What gives? https://t.co/GvxUeeiaqs

By Jeffrey Lewis
Doctrine Promised Open Hormuz, yet We Closed It
SocialMar 29, 2026

Doctrine Promised Open Hormuz, yet We Closed It

“His national security doctrine is blunt about the essentials, protect the oil chokepoints, keep the Strait of Hormuz open, and safeguard global supply lines.” The Strait of Hormuz was open until the day we attacked.

By Jeffrey Lewis
Military Occupation Rarely Ensures Victory, History Shows
SocialMar 29, 2026

Military Occupation Rarely Ensures Victory, History Shows

I see this sort of reasoning a lot. The problem with it is that it was also true of North Vietnam and yet Hanoi still prevailed. Of course, we can occupy Iran instead of just bombing it, but we did...

By Jeffrey Lewis
Iran's Missiles Can't Disrupt or Deter US‑Israeli Attacks
SocialMar 27, 2026

Iran's Missiles Can't Disrupt or Deter US‑Israeli Attacks

I suppose it depends on what purpose you believe Iran's ballistic missiles must serve. It does not appear that Iran's missiles are capable of either disrupting ongoing Israeli and US air campaign nor deterring further Israeli and US attack.

By Jeffrey Lewis
Respect Analytic Tradecraft Over Censorship Claims
SocialMar 24, 2026

Respect Analytic Tradecraft Over Censorship Claims

This is being framed as censorship but it’s actually just prosaic advice for language relating to photo-interpretation. We just accused CENTCOM of PAC’ing a Bahraini neighborhood, but one still needs to respect analytic tradecraft.

By Jeffrey Lewis
Why the “Never Take
SocialMar 22, 2026

Why the “Never Take

This is why I don't like the "never take anything off the table" chestnut. It was dumb with Hillary said it about nuclear weapons in Afghanistan; it's dumb now. (And no, I don't think he means it.)

By Jeffrey Lewis
Specify the Target; Attacking a Nuclear Plant Is Illegal
SocialMar 22, 2026

Specify the Target; Attacking a Nuclear Plant Is Illegal

"Guess again" is an interesting answer when you could just state the target you have in mind and then affirm that targeting an operational nuclear power plant would be a crime.

By Jeffrey Lewis
Iranians May Soon Target Lucrative Data Center Assets
SocialMar 22, 2026

Iranians May Soon Target Lucrative Data Center Assets

I wondered when the Iranians would get around to targeting data centers. They're pretty juicy, as potential targets go.

By Jeffrey Lewis
Targeting Active Nuclear Plant: Criminal and Foolish
SocialMar 22, 2026

Targeting Active Nuclear Plant: Criminal and Foolish

This would seem to be advocating a military strike on an operating nuclear power plant. Apart from being criminal, it's also very stupid.

By Jeffrey Lewis
Patriot Missile Identified as Cause of Sitra Explosion
SocialMar 22, 2026

Patriot Missile Identified as Cause of Sitra Explosion

The team (@sam_lair, @DuitsmanMS, others) spent the last few weeks examining this video showing a U.S. Patriot launch in Bahrain. We're confident this interceptor was involved in the explosion over Sitra that damaged 60 residences and injured more than...

By Jeffrey Lewis
Two-Stage IRBM Likely Based on Zoljanah or Qaem
SocialMar 21, 2026

Two-Stage IRBM Likely Based on Zoljanah or Qaem

Two-stage is a helpful bit of data. Now more likely a two-stage IRBM derived from a solid SLV like the Zoljanah or Qaem-100/105.

By Jeffrey Lewis
Even Under Missile Fire, Wine Quality Matters
SocialMar 21, 2026

Even Under Missile Fire, Wine Quality Matters

At 4,000+ km, I would happily sit in a lawn chair on the tarmac at Diego Garcia with a bottle of wine while Iran fired two conventionally-armed IRBMs at me. My only hesitation would be the quality of the...

By Jeffrey Lewis
SLVs Likely Designed Primarily as Intercontinental Ballistic Missiles
SocialMar 21, 2026

SLVs Likely Designed Primarily as Intercontinental Ballistic Missiles

This is very good, although I tend to think the SLVs were always designed with use as IRBMs in mind so I regard that as equally likely given the very long distances involved.

By Jeffrey Lewis
Khamenei’s Range Cap Stalled
SocialMar 21, 2026

Khamenei’s Range Cap Stalled

Bremmer's framing is common but wrong. Instead: 1. Iran was developing an ICBM when 2. Khamenei imposed a 2,000-km range limit. 3. The programs shifted to space launch. 4. Khamenei lifted the restriction in October 2025 after the June attacks. 5. Now he's dead,...

By Jeffrey Lewis
Iran's Solid‑propellant SLVs Could Launch Sizable Payloads
SocialMar 21, 2026

Iran's Solid‑propellant SLVs Could Launch Sizable Payloads

While I can't rule out a low-payload stunt, Iran has several SLVs (including solid propellants) that could deliver a significant payload to these distances.

By Jeffrey Lewis
Iran's 2000 Km Range Is Political, Not Technical
SocialMar 21, 2026

Iran's 2000 Km Range Is Political, Not Technical

This is misguided. Iran’s 2000 km “ceiling” was a voluntary political limit, not a technical one. Many of us spent the past several years explaining that Iran could quickly build IRBMs if it chose to do so. It’s not my...

By Jeffrey Lewis
Iran's Collapse Won’t Mirror Yemen’s Strategic Gains
SocialMar 18, 2026

Iran's Collapse Won’t Mirror Yemen’s Strategic Gains

Turning Iran into Yemen isn't the strategic victory some people may expect if Red Sea shipping is anything to go by.

By Jeffrey Lewis
Even CIA Staff Must Avoid Overanalyzing Low‑quality Video
SocialMar 17, 2026

Even CIA Staff Must Avoid Overanalyzing Low‑quality Video

The CIA is an amazing place staffed with very talented people, but “don’t over think a single poor-quality video” is like OSINT 101. Hard lessons.

By Jeffrey Lewis
PNE Creates Underground Explosion, Forming the SEDAN Crater
SocialMar 16, 2026

PNE Creates Underground Explosion, Forming the SEDAN Crater

This is very, very funny--but also the way a PNE works is that one explodes the device underground to make a crater. That's what the SEDAN crater is. https://t.co/Nn2cliua8J

By Jeffrey Lewis
Four Launchers and AN/TPY-2 Radar Still in Korea
SocialMar 15, 2026

Four Launchers and AN/TPY-2 Radar Still in Korea

While the United States may have reallocated some interceptors from South Korea to the Middle East, as of March 12 there remain at least four launchers and the AN/TPY-2 radar on site. Lovely image from @planet. https://t.co/PJgsi28VXe

By Jeffrey Lewis
Analysts Favor Deterrence Over Costly, Unpredictable War
SocialMar 13, 2026

Analysts Favor Deterrence Over Costly, Unpredictable War

Generally speaking, serious analysts are sober about the cost, unpredictability, and hard-to-anticipate second-order effects of military action, as well as the relatively successful track record of deterrence in mitigating risks from proliferation.

By Jeffrey Lewis
Trump's Iran Claims Debunked: Deal Compliance Confirmed
SocialMar 10, 2026

Trump's Iran Claims Debunked: Deal Compliance Confirmed

These claims, attributed to Trump by Nadia Schadlow, are false and can't be justified by calling them "different opinions" or based on "different assumptions." @ODNIgov & @iaeaorg both agreed Iran was abiding by the deal, allowing inspections, including military sites....

By Jeffrey Lewis
Isfahan Site Identified as Qanat, Not UGF Entry
SocialMar 10, 2026

Isfahan Site Identified as Qanat, Not UGF Entry

We're now pretty sure this is a qanat, not an entry point for the UGF at Isfahan.

By Jeffrey Lewis
Video Confirms Interceptor Heading Directly Toward Sitra Impact
SocialMar 9, 2026

Video Confirms Interceptor Heading Directly Toward Sitra Impact

Unfortunately, that's EXACTLY what the video shows -- the interceptor heading right toward Sitra where the impact reportedly occurred. Red line is the approximate trajectory of the interceptor, white line is the point of view from the video. https://t.co/jvOPjH0Yme

By Jeffrey Lewis
Tomahawk Block IV Capable of Vertical Dive
SocialMar 9, 2026

Tomahawk Block IV Capable of Vertical Dive

I don't know who needs to hear this, but Tomahawk Block IV can dive vertically. https://t.co/rcP0BgLqGH

By Jeffrey Lewis
TLAMs Require Land Launch; Cannot Fly Directly over Water
SocialMar 9, 2026

TLAMs Require Land Launch; Cannot Fly Directly over Water

Nope, TLAMs use terrain contour matching which means it CAN'T come directly from over the water.

By Jeffrey Lewis
Iran Likely Accessed Tunnel Materials Months Earlier, Evidence Shows
SocialMar 8, 2026

Iran Likely Accessed Tunnel Materials Months Earlier, Evidence Shows

A good thread. One thing I would add -- we saw cranes and other heavy equipment at the tunnel entrances in late October 2025. I think its safe to assume Iran has had access to the material for months.

By Jeffrey Lewis
Damage Likely Misidentification; Investigation Required
SocialMar 8, 2026

Damage Likely Misidentification; Investigation Required

From the video and satellite images, the damage looks most like "(2) misidentification" to me, but an investigation is necessary.

By Jeffrey Lewis
1‑2% of Tomahawk Missiles Crash Due to TERCOM Errors
SocialMar 8, 2026

1‑2% of Tomahawk Missiles Crash Due to TERCOM Errors

Since people are rediscovering "clobbering" of cruise missiles, let me explain: Tomahawks use "terrain contour matching" (TERCOM) to find their way to targets. For reasons, about 1-2% of Tomahawks "clobber" -- get lost and fly into the ground --...

By Jeffrey Lewis
IRGC Compound Spotted, Likely Tomahawk Missile Launch
SocialMar 8, 2026

IRGC Compound Spotted, Likely Tomahawk Missile Launch

That's definitely the IRGC compound, looking north-ish. And that does look like a TLAM. https://t.co/zEGryMmIxG

By Jeffrey Lewis
IAEA Unlikely to Operate Solo; Joint Survey Likely
SocialMar 8, 2026

IAEA Unlikely to Operate Solo; Joint Survey Likely

There is basically zero chance the @iaeaorg goes commando, as it were. (10x the IAEA-UNCSOM tension in post-1991 Iraq. Disaster.) More likely is an Iraq Survey Group-like arrangement, which maybe includes some friendly former IAEA inspectors and consultants.

By Jeffrey Lewis
Regime‑change Gamble Ignores Iran's Nuclear Reality
SocialMar 7, 2026

Regime‑change Gamble Ignores Iran's Nuclear Reality

Again, because, at least implicitly, the aim is regime change and the theory is a new regime will solve the proliferation problem. It is not a wise strategy because these are foolish men.

By Jeffrey Lewis
Airpower Alone Can't Topple Regimes, History Shows
SocialMar 6, 2026

Airpower Alone Can't Topple Regimes, History Shows

I think one reason that many of us are skeptical that the regime in Tehran will fall with airpower alone is that the US also tried this in Iraq in 1991, as Operation Desert Storm transitioned into the no-fly zones...

By Jeffrey Lewis
Ballistic Missiles Exit Space, Making Interception Nearly Impossible
SocialMar 6, 2026

Ballistic Missiles Exit Space, Making Interception Nearly Impossible

“Their ability to exit and re-enter the Earth's atmosphere makes them incredibly difficult to intercept.” 👏All missiles fired on ballistic trajectories travel through space, including the Iranian ones.👏

By Jeffrey Lewis
Avoiding Wars Without Clear Strategy and Defined Goals
SocialMar 4, 2026

Avoiding Wars Without Clear Strategy and Defined Goals

"... one reason I am very reluctant to begin wars of choice without a clear strategy and goals."

By Jeffrey Lewis
Israel's Strike Signals Regime‑change Goal, Not Counterproliferation
SocialMar 3, 2026

Israel's Strike Signals Regime‑change Goal, Not Counterproliferation

A strike on the Assembly of Experts is the clearest statement that Israel's goal is regime change not counterproliferation. I will repeat what I said in June: the operation is a tactical success if the regime falls, a failure if...

By Jeffrey Lewis
US Deploys PrSM Increment 1, Doubling Strike Range
SocialMar 3, 2026

US Deploys PrSM Increment 1, Doubling Strike Range

Am late to the party, but I had not noticed that the US used the PrSM Increment 1 for the first time in combat. At ~500 km range, it's a big improvement over ~300 km range ATACMs given the...

By Jeffrey Lewis
Lack of Hardened Ops Center Cost Six Service Members
SocialMar 3, 2026

Lack of Hardened Ops Center Cost Six Service Members

Those service members would still be alive if there had been a basic effort by their leaders at hardening/passive defense. No reason to have a makeshift operations center in a war where you determine D-day.

By Jeffrey Lewis
Official's Nuclear Claims Marred by Technical Inaccuracy
SocialMar 2, 2026

Official's Nuclear Claims Marred by Technical Inaccuracy

I can understand what this official is saying but good lord this official has a feeble command of the technical details.

By Jeffrey Lewis
Conventional Missiles Need Precision; Israel Likely Won’t Intercept Iranian Strikes
SocialMar 2, 2026

Conventional Missiles Need Precision; Israel Likely Won’t Intercept Iranian Strikes

Conventionally-armed ballistic missiles suck unless one can achieve very high levels of accuracy. Last time Israel didn’t even bother to intercept Iranian missiles aimed at passively defended targets. No reason to think this will turn out differently for the Iranians.

By Jeffrey Lewis
Even Experts Find Focal Length Deceptively Misleading
SocialMar 2, 2026

Even Experts Find Focal Length Deceptively Misleading

I was geolocating the July 2025 Typhon launch from Australia last summer and--even though I teach my students that focal length can mislead--I was somehow still surprised by how misleading focal length can be. Around -15.32, 130.49° at 8:04:03 UTC+9:30....

By Jeffrey Lewis
Iran's S‑300s Lack Radars, Rendering Them Ineffective
SocialFeb 28, 2026

Iran's S‑300s Lack Radars, Rendering Them Ineffective

A few weeks ago @sam_lair noticed that Iran was deploying S-300s with no radars. A SAM with no radar is useless unless you can network data — and we know Iran doesn’t do that either.

By Jeffrey Lewis
Info on 1st Multi-Domain Task Force Being Suppressed
SocialFeb 27, 2026

Info on 1st Multi-Domain Task Force Being Suppressed

There seems to have been a general attempt to restrict information about the whole 1st Multi-domain Task Force that operates Typhon and Dark Eagle. https://t.co/odFObLuaEz

By Jeffrey Lewis
Trump's Promised Superior NK Deal Never Materialized
SocialFeb 26, 2026

Trump's Promised Superior NK Deal Never Materialized

The Trump people promised a better deal with North Korea than either the 1994 Agreed Framework or the JCPOA with Iran. That didn't happen then and it won't happen now. They might get some sort of deal, but it...

By Jeffrey Lewis
Questioning Trump's Grasp on Iran's Missile vs Nuclear Sites
SocialFeb 26, 2026

Questioning Trump's Grasp on Iran's Missile vs Nuclear Sites

I wonder if Trump is capable of distinguishing Iran's missile facilities (definitely reconstituting) from its nuclear facilities (much less clear), or whether its all mixed together in his head.

By Jeffrey Lewis
Witkoff Warns 60% Enrichment Risks Rapid Further Enrichment
SocialFeb 26, 2026

Witkoff Warns 60% Enrichment Risks Rapid Further Enrichment

Again, I think that's clearly not what Witkoff meant -- although I accept his statement was exceptionally maladroit. IMHO Witkoff was explaining, conceptually, why the retention of the 60% enrichment would be a problem under a deal (ie it...

By Jeffrey Lewis
Witkoff Warned 60% Enrichment Poses Proliferation Risk
SocialFeb 26, 2026

Witkoff Warned 60% Enrichment Poses Proliferation Risk

This distorts what Witkoff said. He was abstractly explaining why 60% enriched uranium posed a proliferation risk.

By Jeffrey Lewis