Colby Badhwar Profile picture
Mar 2 17 tweets 5 min read Read on X
What is the actual purpose of theater missile defense (TMD)?

I keep seeing people who work in defense policy get this question completely wrong.

It isn't "cost effective" interception of 100% of enemy threats.

So what is it?

An explanatory thread. 🧵⬇️

1/17 US Army Air and Missile Defense Vision 2028
A fundamental challenge in TMD is that interceptors are generally more expensive than their targets. This is compounded by the fact that most air defense doctrine calls for 2 interceptors to be expended per target to help ensure a probable kill.

2/17
At face value, this isn't cost effective, but we need to consider the cost of *not* intercepting the incoming threat, rather than just the cost of the engagement. Those who detract from or don't understand TMD seldom seem to consider this question of opportunity cost.

3/17
Human life is priceless and irreplaceable. With scarce TMD resources, the value of defended assets will certainly outweigh the cost of protecting them. Using multi-million dollar missiles to protect 100s of millions worth of aircraft on a tarmac is obviously cost effective.

4/17 A PATRIOT missile launcher stands ready to destroy any incoming threats at Ali Al Salem Air Base, Kuwait, Nov. 20, 2020. The PATRIOT missile system is an integral component to the safety of the base, and is used to seek and destroy aerial threats. (U.S. Air Force photo by Staff Sgt. Kenneth Boyton)
The cost effectiveness of individual TMD engagements is of secondary importance to the questions of whether TMD is cost effective in aggregate, and whether it is effectively employed in accordance with doctrine to further overall military objectives.

5/17
In US doctrine, the purpose of theatre missile defense (TMD) is not to provide an impenetrable shield for friendly forces for an indefinite period. Rather, it is a tool to buy time for your own offensive assets to neutralize the enemy's theatre missile capabilities.

6/17 Joint Publication 3-01.5
TMD exists symbiotically with offensive operations.

TMD protects friendly forces while they conduct offensive operations.

Offensive operations target the enemy's air & missile capabilities, thereby reducing the number of threats that allied TMD must intercept.

7/17 Joint Publication 3-01
In the absence of offensive operations, TMD interceptors are inevitably exhausted and friendly forces become vulnerable to further attack.

In the absence of sufficient TMD, friendly forces are vulnerable to begin with, and do not have any freedom to operate.

8/17
There is no doctrinal assumption that TMD can provide guaranteed protection indefinitely. The objective is to *minimize* the extent & impact of successful attacks to ensure operational freedom. TMD is all about facilitating attack; defense is a means, not a goal itself.

9/17 Joint Publication 3-01
When commentators question the economics of TMD engagements, or whether interceptor magazines can cope with prolonged expenditures, they are missing the point. TMD was never intended to fulfill the purposes they have invented in their heads.

10/17
This is not to say that we should not work towards making air & missile defense more cost effective, we should. Different systems already exist for different threats for this reason. The notion of $4 million missiles routinely being fired at $50,000 UAS is a fallacy.

11/17 US Army Air and Missile Defense Vision 2028
We need to not lose sight of why producing greater numbers of interceptors at loser cost is necessary. It isn't in service of a passive, defensive strategy. Russia's war on Ukraine is a perfect example of how supposed defense policy experts have gotten it all wrong.

12/17
NATO's strategy has been entirely reactive: delivering defensive tools like TMD to Ukraine in response to Russian attack, but doing little to enable Ukraine's own counter force or counter value attacks. There will never be enough air defense to protect all of Ukraine.

13/17
Contrast that with Operation Epic Fury, with the US & Israel flying non-stop sorties over Iran, systematically dismantling the regime's forces. This is what correct implementation of doctrine looks like. We need more air defense to enable attacks, not to absorb them.

14/17
Considering the US' main pacing threat, considerable numbers of interceptors will be required in order for TMD to fulfill its doctrinal role against the PLARF's theater missiles. Again, to facilitate offence, not active defense in perpetuity.

15/17 2025 China Military Power Report
There's a reason the US Army's procurement executive for air defense also manages offensive fires. If missile defense professionals were calling the shots, the strategy in Ukraine would look more like the strategy being executed against the Iranian regime.

16/17 PROGRAM EXECUTIVE OFFICE MISSILES AND SPACE Update 2025
Western defense policy is still dominated by escalation managers though, and missile defense skeptics are just being replaced by missile defense misunderstanders. The doctrine works, it just has to be implemented in full. No more half measures.

17/17

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More from @ColbyBadhwar

Apr 6
The defeatists say the United States (and the west more broadly) are incapable of producing the weapons needed to confront adversaries. They say that the defense industrial base can't do it.

Is this true?

No, no it is not.

Enter Talon (THAAD): a case study. 🧵⬇️

1/16 THAAD. Lockheed Martin image.
Terminal High Altitude Area Defense (THAAD) covers the ballistic missile defense battlespace between lower tier terminal defense systems like PATRIOT & SM-6 and exoatmospheric systems like SM-3. It's a critical capability for the US Army and allied partners.

2/16 2016 THAAD Overview. Missile Defense Agency.
Despite its significant importance, which has only continued to grow since coming into service in 2012, the program has been starved of funding. In this thread I will focus solely on its Talon interceptor missile, but I could write much more about the overall program.

3/16 Talon. Lockheed Martin image.
Read 16 tweets
Mar 30
🇺🇸 In Dec 2025, the US revealed the new Government-to-Government Only List: all their most sensitive military systems only available for export via the Foreign Military Sales Program. Reforming this list has long been desired by US customers. Here it is, from A to Z:

1/24 🧵⬇️ AIM-120D-3 AMRAAM
F-35
IBCS
Virginia Class
The old "Foreign Military Sales Only List" consisted of broad and duplicate categories, and has long been a point of frustration for US customers; with a desire for more systems to be eligible for the Direct Commercial Sales Program. These changes do just that.

2/24 Image
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3/24 Image
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Read 24 tweets
Mar 25
Operationally, Epic Fury has been a success, but not without fault. Losses incurred by US & partner forces could have been minimized had the Trump Admin been more open to Ukrainian support; and the US Army more nimble in reforms.

Here are the receipts to prove it. 🧵 ⬇️

1/25 Infographic with satellite images showing damage at a selection of four US military sites, or sites hosting US personnel, in the Middle East in the context of Iranian strikes since February 28, 2026, using images from Planet Labs. Credit: Graphic by Nalini Lepetit-Chella and Sabrina Blanchard/AFP via Getty Images)/© 2026 Planet Labs/AFP
Last August the Ukrainians pitched the White House on a defense industrial cooperation deal focused on Unmanned Aerial Systems (UAS) and counter-UAS (cUAS). Ukraine has immense technical and operational expertise in this area. They made this presentation, obtained by Axios.

2/25 Ukrainian presentation to White House, obtained by Axios.
Ukraine even emphasized the threat Iran posed to US forces in CENTCOM. After meeting with Zelensky, Trump told his team to work on it, but they did not follow through. US officials have told Axios that this was a big mistake on the Administration's part.

3/25 Ukrainian presentation to White House, obtained by Axios.
Read 27 tweets
Mar 16
🇺🇸🇺🇦 "You don't have the cards right now," Pres Trump told Pres Zelensky.

Turns out, he has some cards after all.

Trump can deny it, but things are in motion behind the scenes, and now even Israel wants to talk drones with Kyiv.

Brief summary of my latest for CEPA.

1/10 🧵⬇️
After ignoring Ukraine's Aug 2025 pitch to bolster US cUAS capabilities in CENTCOM, US officials are quietly admitting they made a big mistake. Now Ukraine is deploying teams to assist US forces, and the Gulf States in countering the drone threat. Even Bibi is calling now.

2/10 https://www.ukrinform.net/rubric-polytics/4101690-netanyahu-seeks-call-with-zelensky-on-countering-iranian-drones-media.html
Ukraine has much to share. It goes beyond any one particular system, its all the tactics, techniques and procedures that Ukraine has. It's how they integrate everything together. It's valuable knowledge born of experience, and they know what its worth.

3/10
Read 10 tweets
Mar 12
🇮🇱 I keep seeing a lot of incorrect information about Iron Beam, so here's a short explanation. It isn't just one system, it's a family of systems, some of which are operational, and some not, including:

▶️ Iron Beam
▶️ Iron Beam-Mobile
▶️ Lite Beam
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1/7 🧵
Iron Beam is a 100-120 Kilowatt High Energy Laser, deployed via a 20ft container, with *advertised* capability vs UAS, mortars, rockets, artillery, and cruise missiles. It is not ballistic missile defense capable.

It is possibly in "Early Operational Capability".

2/7 Image
Iron Beam-M(obile) is a 50-60 kW High Energy Laser (HEL), transportable via a Heavy Expanded Mobility Tactical Truck (HEMTT). Its reference threats are UAS & loitering munitions.

I would describe Iron Beam-M as being in Initial Operational Capability (more on this later).

3/7 Image
Read 7 tweets
Feb 26
Should the United States launch offensive operations against Iran?

A brief munitions analysis.

The purpose of this thread is to provide context that I find currently lacking in the discourse on this question. I'm not going to address legality or broader strategy.

🧵⬇️

1/17 Image
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Over the last 2 and a half years, considerable numbers of munitions have been expended by CENTCOM against Iran & its proxies. This has included both missile defense interceptors, air to air missiles and strike weapons, including standoff missiles like Tomahawk.

2/17
Operation Midnight Hammer saw 14 GBU-57 Massive Ordnance Penetrators employed, which was a significant portion of a limited inventory. While this was a major setback to Iran's nuclear program, they retain considerable conventionally armed missile capabilities.

3/17 Image
Read 17 tweets

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