Publication Peace and Security No Outcome, No Excuse: Rebuilding Credibility After the 2026 NPT RevCon 09.06.2026 Elisabeth Saar The inconclusive 2026 NPT Review Conference exposed growing strains on the non-proliferation regime. Europe now faces a crucial test of its commitment to the NPT. Image: Creator: stock.adobe.com / gerasimov174 #203982401 The Treaty on the Non-Proliferation of Nuclear Weapons (NPT) remains the central legal and political framework for preventing the spread of nuclear weapons, advancing nuclear disarmament and enabling the peaceful use of nuclear technology. Every five years, its States parties meet at a Review Conference to assess implementation and agree on future priorities. Yet the review process itself is under growing strain: since the 2010 consensus outcome, no Review Conference (RevCon) has produced a comprehensive outcome document. The 2026 RevCon took place against a backdrop of war, nuclear threats, renewed testing anxieties, debates over European nuclear capacities, attacks on nuclear facilities and the return of nuclear energy to climate and security debates. Its failure was therefore not surprising – but the extent to which even weakened language proved unacceptable was politically revealing. This report argues that the NPT’s credibility crisis is driven not only by geopolitical confrontation, but by a deeper imbalance between non-proliferation demands and insufficient disarmament implementation. For Germany and the EU, the task is clear: defend the Treaty by strengthening coalitions, preserving humanitarian and disarmament language, resisting the normalization of nuclear weapons in Europe and turning NPT commitments into practical policy. The NPT as a Seismograph “Have we forgotten that nuclear weapons make no one safer?” With this question, UN Secretary-General António Guterres opened the Eleventh Review Conference of the Treaty on the Non-Proliferation of Nuclear Weapons not as a diplomatic ritual, but as a political warning. His diagnosis was stark: a “collective amnesia around nuclear weapons” must be broken – a dangerous forgetting of the destructive power, the humanitarian consequences and the political instability that nuclear weapons produce. Guterres’ counter-formula was equally clear: “Disarmament is not the reward for peace. Disarmament is the foundation of peace”. These words set the tone for a conference that did not take place at the margins of world politics, but at its centre. The 2026 Review Conference was not an isolated failure of multilateral diplomacy. It was a mirror of geopolitical crises. War, nuclear threats, new deterrence debates, attacks on nuclear facilities, the erosion of arms control, rising military expenditure, technological disruption and the renaissance of nuclear energy placed all three pillars of the NPT under pressure at the same time: disarmament, non-proliferation and peaceful use. These pressures were explicitly named already at the opening. Anyone who reads the debates in New York as a ‘technical treaty ritual’ therefore misses their real significance. Today, the NPT is not only an anchor of the nuclear order, but also a seismograph: it shows where this nuclear order is becoming fragile. The central question of the RevCon was not only whether states could adopt a consensual outcome document. It was: Are those states that rhetorically defend the NPT prepared to continue to bear the political costs for the Treaty’s credibility and effectiveness? These costs are historically unevenly distributed. Under the NPT framework, non-nuclear-weapon states are expected to continue renouncing nuclear weapons, while nuclear-weapon states and their allies modernize or expand their arsenals, and politically re-legitimize deterrence. This imbalance lies at the core of the current crisis: the NPT promises an order in which non-proliferation and disarmament belong together. Yet the reality of world politics gives many states the opposite impression – that nuclear weapons secure power, enhance alliances and reduce political vulnerability. This message is poison for the non-proliferation norm. Guterres’ warning is therefore more than a rhetorical opening. It is a political test for the coming years after New York. If disarmament is not the reward for peace, but its foundation, then it cannot be postponed until better geopolitical times. It is precisely in times of crisis that the international community decides whether the NPT still is understood as a living treaty – or turns into the memory of an order that no longer takes its own promises seriously. Four Weeks of the RevCon: From Expectation Management to Non-Consensus Under the current circumstances, no-one expected a major breakthrough; even a limited joint declaration, instead of a comprehensive outcome document would have been politically significant, as it would have signalled a minimum level of trust, willingness to compromise and institutional capacity to act. Especially in times of heightened confrontation, shared language is essential. It stabilizes expectations, keeps channels of communication open and protects the NPT from further erosion. At the same time, such a defensive benchmark should not become the new level of ambition. A successful review process has to produce more than procedural calm. The NPT is more than a forum for crisis management and geopolitical conflicts, which is why its ambition cannot be limited to just barely avoiding the next failure every five years. Week 1: World Politics Enters the Room The first week showed that the RevCon could not be shielded from the wars and crises of the present. Russia’s war against Ukraine, the escalation in the Middle East, the debate over Iran, nuclear threats and the erosion of arms control set the tone. The question was not whether geopolitics would enter the NPT, but whether states would be able to address it politically without turning the Treaty itself into a stage for mutual obstruction. The dispute already began before the official start of the general debate, when the United States objected to Iran’s election as one of the Vice-Presidents of the RevCon. This showed that procedural questions can become proxy conflicts. Australia, the United Arab Emirates, as well as France, Germany and the United Kingdom joined the criticism by the US; in the end, the election was not prevented, but the states concerned politically dissociated themselves from it – a highly unusual, if not unprecedented, step in the NPT review process. As a result even the orderly opening of the conference – the bare minimum – was treated as a success. This dynamic continued substantively in the general debate: while states broadly reaffirmed the NPT as the corner stone of the nuclear order, they also used the stage to bring familiar conflict lines to New York. What stood out was a double shift of responsibility. First, nuclear-weapon states in particular presented themselves as ‘responsible’ defenders of the regime, while downplaying their own contributions to the erosion of nuclear norms. In recent years, the United States has prominently claimed the role of a ‘responsible’ nuclear-weapon state. This self-description has become more fragile – not least because of Washington’s increasingly disruptive conduct over the course of the conference. At the same time, China and Russia used precisely this narrative to present themselves as defenders of treaty norms. This was also visible in the debate over the Comprehensive Nuclear-Test-Ban Treaty (CTBT): after the United States once again accused China of having conducted a low-yield nuclear test, China rejected the allegation – pointing out that the Comprehensive Nuclear-Test-Ban Treaty Organisation (CTBTO) had not confirmed any violation either – and framed it as an attempt to politically prepare the ground for a possible US return to nuclear testing. Russia, in turn, declared that it would only resume testing if the United States did so. France, meanwhile, accused Russia of pursuing a “revisionist, imperialist, and colonial policy”. Yet such language also exposed the selectivity of responsibility narratives: while nuclear-weapon states denounced each other’s violations and imperial ambitions, their own colonial histories and the humanitarian consequences of past nuclear practices remained largely unaddressed. ‘Responsibility’ has become less a verifiable practice than a rhetorical resource. This is precisely why the narrative itself deserves scrutiny: too often, it serves not to limit nuclear risks, but to justify continued possession, selective rule-binding and exceptional security claims. Second, responsibility was shifted through the technicization and abstraction of the discourse. Although a number of states supported Nuclear-weapon-free zones (for example Kazakhstan) and the CTBT (for instance France or Norway) in their opening statements, the political reason behind these norms, namely the humanitarian and ecological consequences of nuclear weapons, remained unmentioned, especially by nuclear-weapon states and their allies. The technicized focus on verification, monitoring and transparency functioned as the lowest common denominator: consensus-friendly, but depoliticizing. As Mexico cautioned, the NPT discourse risked overlooking “explicit or implicit threats of the use of nuclear weapons and voices seeking to normalize them”. The concrete suffering of affected people and communities thus receded into the background. As a result, the humanitarian dimension was increasingly outsourced to those states that continue to bear the consequences. Some delegations placed it explicitly at the centre of their opening statements: Egypt warned of the “catastrophic consequences of any use of nuclear weapons”, San Marino stressed the humanitarian impacts for “present and future generations”, and Kiribati referred to compensation for second and third generations and called for affected communities to be directly included in political processes. Algeria, recalling France’s nuclear testing on its territory, described the legacy of those tests as an “open wound” and stressed that affected communities “suffer these consequences daily”. These voices served as a reminder that the CTBT and the NPT are not ends in themselves, but emerged from the need to prevent nuclear violence and its long-term consequences. In this context, the shift in Germany’s priorities is also striking. While in 2022 Germany still addressed humanitarian consequences, victim assistance, environmental remediation and gendered dimensions of nuclear harm, and was visible as an observer to the TPNW, these perspectives were completely absent from this year’s statement. In 2022, Germany was still among the 67 states that supported a joint statement on Gender, Diversity and Inclusion in 2022; in 2026, it was no longer part of it – even though states such as Hungary and Turkey joined. This is more than a semantic shift. It points to a changed set of priorities after the change in government: more strongly framed in security and alliance-policy terms, more cautious with regard to the TPNW and more restrained on those positive obligations that are central for affected states and communities. The signal was reinforced by the fact that Foreign Minister Wadephul did not attend the RevCon, despite being in New York at the time. For a country that seeks to defend the NPT as part of a rules-based order this was a missed opportunity to demonstrate the very multilateral credibility Germany claims for itself – and, in retrospect, sits uneasily with Germany’s failed bid for a Security Council seat. Credibility is not built only through commitments to non-proliferation and verification, but also by keeping visible the humanitarian reasons behind the nuclear order itself. Week 2: Three Pillars under Pressure In the second week, the debate shifted from broad geopolitical accusation to the concrete architecture of the Treaty. The debate underlined yet again the three pillars of the NPT cannot be neatly separated. Weakness on disarmament undermines non-proliferation; civilian nuclear programmes raise new safeguards questions; security crises increase the appeal of nuclear deterrence; and new technologies are shifting risk calculations faster than multilateral processes can respond. The committee debates in particular showed that the old bargain – non-proliferation in exchange for disarmament promises and access to peaceful use – is being politically contested anew. This overlap was also visible in how nuclear weapons in Europe entered the conference debates. In the weeks and months before the RevCon, discussions about a more “nuclear Europe” had already gained visibility: Polish reflections about its own ‘nuclear potential’, French proposals for an expanded European deterrence role and the discussion of new forms of nuclear cooperation came at a time when AUKUS (the Australia-United Kingdom-United States security partnership involving nuclear-powered submarine technology for Australia), Russia-Belarus, the war in Iran, North Korea and the modernization of existing arsenals are already testing the limits of the regime. As a result, nuclear sharing and extended deterrence were not discussed only as matters of NATO solidarity or European security, but also in relation to non-proliferation and disarmament. New Zealand captured this concern succinctly, warning that “some non-nuclear weapon States may now be revisiting their commitments not to acquire nuclear weapons”. Several non-nuclear-weapon states (for instance Austria, Sri Lanka or South Africa) therefore warned of a possible proliferation pull: if more and more states present nuclear deterrence as a legitimate answer to insecurity, the non-proliferation norm loses political force. Instead of addressing this concern systematically, however, the debate often reproduced familiar patterns of blame. NATO states defended nuclear sharing and extended deterrence as a “necessary response” to Russia; Russia criticized precisely these arrangements and pointed to Western escalation, while omitting its own nuclear arrangement with Belarus; the United States, in turn, placed Russia, China and Iran at the centre of its criticism; China criticized US modernization, AUKUS and extended deterrence. The second week thus revealed a shared contradiction: all sides defended non-proliferation while failing to acknowledge their own role in normalizing nuclear weapons. In Europe in particular, this tension is politically delicate: security fears are real, but the language of nuclear reliance sends signals far beyond the continent. It was the approach of Conference President Do Hung Viet (Viet Nam) who made sure that the conference process did not derail early. From the outset, he steered the deliberations efficiently and firmly; the first draft that had the aim “to make everyone equally unhappy”, as the Chair stated, was circulated in the middle of the second week as announced previously. This gave delegations more time for further negotiations – an important procedural gain in a politically highly charged environment. Week 3: The Draft Becomes the Battleground The third week showed just how political every word had become. Terms such as ‘humanitarian consequences’, ‘nuclear threats’, ‘modernization’, ‘extended deterrence’ or ‘nuclear sharing’ were not merely editorial questions, but reflected competing worldviews. For many non-nuclear-weapon states, humanitarian language is an attempt to reconnect the NPT to its core protective function: preventing nuclear catastrophe. For nuclear-weapon states and their allies, the same language is often perceived as a political challenge to deterrence doctrines. The fact that even weakened formulations remained contested shows that the crisis of the NPT is not only a crisis of implementation, but also a crisis of legitimacy. The question of whether regional conflicts should be named in the outcome document also became a test of substance. Leaving them largely aside may have appeared tactically useful as a path to consensus; politically, however, it would have weakened the document’s force. The experiences of 2015 and 2022 show how strongly regional and geopolitical conflicts can shape the NPT process: in 2015, the conference failed above all over the question of a zone free of weapons of mass destruction in the Middle East; in 2022, among other things, over language on Russia’s war against Ukraine. In 2026, similar dynamics resurfaced: the United States pushed for explicit language on Iran, while Russia sought to keep North Korea (a country that not only violated the NPT, but withdrew from it) out of the text, given its support for Russia’s war in Ukraine. Against this backdrop, regional conflicts were not external noise, but part of the very risks that are putting the NPT under pressure today. At the same time, the NPT must not become hostage to regional war diplomacy. The better approach is therefore twofold: the RevCon must treat regional conflicts as core questions of non-proliferation, while preventing individual conflict parties from blocking the entire review process. The third week also exposed the limits of transparent negotiating practice. The Conference President initially tried to hold the discussion of the draft openly in plenary – an important departure from the often informal and closed final phases of RevCons. Yet the closer the conference moved towards its final stage, the more negotiations shifted back behind closed doors. This is not unusual diplomatically, but it is politically problematic: when precisely the most contested passages are negotiated in smaller formats, it becomes harder for many states and for the public to see who is pushing which dilutions and where red lines are actually being drawn. Week three thus made clear that the crisis of the NPT is not only a crisis of implementation, but also a crisis of legitimacy and political traceability. On one side are states that continue to treat nuclear weapons as an indispensable security guarantee; on the other, a majority that sees precisely this as the source of growing nuclear insecurity. A document that brackets out this tension may be easier to achieve consensus – but it does not describe why the regime is so vulnerable right now. Week 4: No Consensus, but a Political Balance Sheet In the final week, the conference narrowed to the question of whether an already significantly washed-out text could still find support. The President had presented four versions of the draft in total; the final version was shorter, more thematically focused, and less a balanced compromise than a text shaped by the removal of many of the most contested issues. In the disarmament section in particular, key formulations from earlier drafts had been weakened or removed: explicit language on the urgency of nuclear disarmament, on the modernization and expansion of arsenals, on no-first-use, on fissile material, on a successor process to New START or on more binding negative security assurances. Even past commitments were softened in places: language shifted from ‘reaffirming’ them to merely ‘recalling’ them – a subtle but significant downgrade in diplomatic terms. References to nuclear sharing and extended deterrence, as well as concrete country references – for example to North Korea, to Ukraine and Zaporizhzhia, and to Iran – were also reduced, removed or translated into much more general language. Instead, the text placed greater emphasis on dialogue, transparency, risk reduction, crisis communication and confidence-building measures. This made it more acceptable to nuclear-weapon states, but also politically thinner. The final draft made visible both the pressure exerted by nuclear-weapon states and the effort by non-nuclear-weapon states to keep stronger language alive. That even this version did not find support among states shows the depth of the divergences. The immediate dispute centred above all on language relating to Iran; at the same time, the differences went far beyond that. The New Agenda Coalition, Mexico and Austria rejected the final draft’s disarmament language as too weak and warned against treating it as a precedent; at minimum, they insisted, the formulations agreed in 2000 and 2010 must not be further diluted. In its closing remarks, Malaysia captured a concern shared by many non-nuclear-weapon states: nuclear-weapon states increasingly appeared to be trying to present their permanent possession of nuclear weapons as political normality – contrary to earlier disarmament commitments and to the logic of the Treaty. Mexico similarly rejected this “unacceptable status quo”. This perception helps explain why a weakened text did not automatically become consensual. For many states, the issue was not only about individual formulations, but about whether the NPT still offers a credible path towards disarmament or is increasingly stabilizing an order in which nuclear privileges are carried forward. In the end, the President did not submit the text for adoption, in order to avoid an open confrontation over responsibility for the failure. The RevCon thus ended for the third time in a row without a substantive outcome document. This is a clear failure – not because every outcome document automatically equals progress, but because even a heavily diluted minimum consensus was not sustainable. At the same time, the balance sheet is not empty. Several areas for further work became visible: risk reduction, crisis communication, the CTBT, nuclear safety and security in armed conflict, emerging technologies, safeguards, disarmament and non-proliferation education, and the inclusion of affected communities. What matters now is whether these openings are pursued politically after the conference – or whether the next review cycle begins once again with the same diagnosis. Emerging, Revisited, Resurfacing Topics Emerging: AI, Cyber, Space New technologies are already reshaping the nuclear risk landscape: AI, cyber capabilities and new space infrastructure can affect early warning, communication, targeting and crisis stability. The risk does not begin with a hypothetical autonomous launch decision, but with compressed decision-making timelines, more plausible false alarms, attacks on command and control, and the entanglement of conventional and nuclear systems. The rapid evolution of AI and its dual-use character questions about security, as well as ethical and legal implications for which the NPT process is unprepared. Germany addressed this point in its statement: the Treaty must remain capable “of responding to the risks created by artificial intelligence, cyber capabilities and space technology while harnessing new technologies for modernizing arms control”. Politically, this points to a concrete agenda: meaningful human control over nuclear systems, protection of nuclear command, control and communication and shared minimum norms against destabilizing AI applications in the nuclear domain. Revisited: CTBT The CTBT turns 30, yet it is still not in force. In the NPT context, it remains central because it connects two pillars of the Treaty: non-proliferation and disarmament. The norm against nuclear testing has held so far, but it is visibly under pressure from threats to resume nuclear testing, mutual accusations of non-compliance and activities at former test sites. For this reason, many states defended the CTBT as a practical success story: its verification system creates transparency and reduces misinterpretation. Under the motto ‘one treaty, one goal, zero tests’, the CTBTO together with states sought to build wide support for the treaty; at the same time, the debate was strikingly depoliticized and technicized. The CTBT was presented primarily as an instrument of verification, transparency and risk reduction. The humanitarian and ecological consequences of nuclear testing – precisely the experiences from which the treaty’s political necessity arises – were barely addressed. As a result, the responsibility of nuclear-weapon states for these consequences was deliberately kept outside of the debate. Germany and the EU should therefore not only call for the ratification of all remaining states, but actively shore up the norm: by imposing diplomatic costs on every threat of resuming nuclear weapons tests, supporting the CTBTO and more firmly embedding the humanitarian perspectives. Resurfacing: The Renaissance of Nuclear Energy The return of nuclear energy to climate, industrial and energy-security debates is changing the NPT. Article IV – the right to use nuclear technology for peaceful purposes – remains a right of states parties, but the political lesson of the RevCon is this: peaceful uses are not proliferation-neutral. New reactor concepts, fuel cycles, enrichment interests, SMRs and nuclear cooperation increase the need for safeguards, export controls and political transparency. At the same time, across the divide between nuclear-weapon and non-nuclear-weapon states, nuclear technology remains linked to power, prestige and development expectations. Some non-nuclear-weapon states, including the Caribbean Community/Trinidad and Tobago and Zimbabwe, emphasized the “importance of equitable access to peaceful nuclear technology” and signalled an interest in in building the full nuclear fuel cycle in this context. This is precisely why the debate needs more political honesty about risks beyond classical proliferation. In the opening statements, Austria was the only state to clearly address the issue of nuclear waste – remarkable also because it uses nuclear energy neither militarily nor for civilian purposes. The Affected Communities and Allies Working Group for a Nuclear-Free World captured the counter-perspective: “the entire nuclear fuel chain, from uranium mining to waste disposal, undermines peoples’ fundamental rights to life, health, and a clean environment”; nuclear energy, it argued, is “neither peaceful, nor a climate solution”. Germany should insist on robust conditions: the highest safety standards, responsibility for waste, crisis resilience, and a critical examination of colonial patterns: meaning who supplies uranium, who bears the risks and who benefits from nuclear use. What Remains Without an Outcome Document? The absence of an outcome document is a setback, but it does not mark the end of political impact of the NPT. The RevCon still produces three outcomes: first, a clearer map of conflict lines – who blocks, who bridges, who delivers. Second, resilient coalitions on the CTBT, transparency, AI, safeguards, victim assistance and a WMD-free zone in the Middle East. Third, political follow-up tasks for the next PrepComs, UNGA resolutions, IAEA processes, CTBTO formats and TPNW meetings. Germany and Europe should not sit waiting for the start of the next Review Cycle. The real work begins after the failure. European Nuclear Capacities: Compatible with Non-Proliferation? For Germany and Europe, this means that the NPT cannot be saved by Europe thinking, speaking or planning in more nuclear terms. The debate on European nuclear capacities is understandable from a security-policy perspective, but it is not NPT-neutral. Russia’s war against Ukraine and doubts about the reliability of the United States explain why Europe is discussing French deterrent, nuclear sharing or even options for domestic nuclear programmes. Yet in the NPT context, precisely this language is read as a proliferation signal: if non-nuclear NATO states present nuclear weapons as an indispensable security guarantee, they weaken the very norm they claim to defend. This is where the credibility problem lies: Europe effectively argues that nuclear weapons are necessary for its own security, but illegitimate for others. This asymmetry may be explainable in alliance-policy terms, but it does not convince as a universal non-proliferation logic. The argument that nuclear sharing has prevented proliferation is also only partially convincing if the same states are now discussing new nuclear arrangements. Germany should therefore remain clear: no national or European acquisition options, no expansion of nuclear sharing and no normalization of nuclear weapons as a European security currency. European security must be strengthened – but through resilience, alliance policy and arms control, not through a proliferation debate that defends the NPT rhetorically while undermining it in practice. CTBT, TPNW and Nuclear-Weapon-Free Zones as Elements of the NPT The CTBT, the TPNW and Nuclear-weapon-free zones are not side arenas, but strengthen the logic of the NPT: they give concrete expression to the test ban, disarmament pressure, regional non-proliferation and humanitarian responsibility. Germany should stop treating the TPNW as a competing framework and instead recognize its complementary role within the broader NPT architecture. It would be more useful to make practical use of areas of overlap – for example on victim assistance, environmental remediation, risk education, verification and WMD-free-zone processes in the Middle East. Hard-Security Issues for Germany Germany should not leave hard security to the nuclear-weapon states. Precisely as a non-nuclear-armed NATO state, it can show that security interests and non-proliferation belong together. Priorities should include protecting the test-ban norm, risk reduction, crisis communication, rules for AI, cyber and space in the nuclear context, robust safeguards for civilian nuclear cooperation and clear language against attacks on nuclear facilities. The NPT Needs Political Reassurance The NPT is not facing immediate collapse, but it is facing the normalization of its own loss of significance. A credible European policy must oppose Russia’s violations without adopting a more nuclear logic itself; it must prevent proliferation and take disarmament seriously again as a political task. Those who pursue only the first objective will weaken the other two in the long run. The NPT therefore does not need further declarations, but political reassurance: the will to implement disarmament obligations rather than merely cite them; the ability to build coalitions even without an outcome document; and the responsibility not to play security off against non-proliferation. Author Elisabeth Saar is a Ph.D. candidate at the University of Hamburg and is part of the Geographies of Conflict, Peace and Security working group. Her research focuses on questions of nuclear justice across the entire nuclear chain and how these relate to the non-proliferation and disarmament regime.