
III Kinetic Conflicts & DefenceSouth Asia
Express Tribune says India's submarine warheads deepen doubts over no first use
- Institution
- The Express Tribune
- Author
- Institutional publication
- Country · language
- Pakistan · English
- Affiliation
- Independent daily newspaper (Karachi)
Summary
In its 22 October editorial, The Express Tribune argues that India is rewriting its strategic doctrine towards Pakistan and unsettling the regional balance in the process. The paper leans on a warning from the Stockholm International Peace Research Institute (SIPRI) that India has placed around 12 nuclear warheads on 1 submarine for deterrent patrols. In the editorial's reading, the move casts doubt on India's declared policy of no first use. It treats ballistic missiles, hypersonic weapons and AI-enabled strike capabilities as part of the same effort to tilt the deterrence balance.
The editorial cites 2 advisers to the National Command Authority who spoke at a seminar in Islamabad. They said they suspected India had moved to a nuclear posture ready for first use, and that Pakistan would review its deployment options. The paper recalls that Pakistan rejects no first use and maintains a doctrine of full-spectrum deterrence against India's conventional superiority. It also notes that India did not notify Pakistan of its submarine-launched ballistic missile tests, which in its view sidesteps bilateral mechanisms such as the annual exchange of lists of nuclear facilities.
Recalling that the May 2025 clash brought the 2 countries to the edge of a nuclear conflict, the editorial asks the wider world to pay closer attention to these doctrinal shifts. It urges New Delhi to abandon dangerous nationalism pursued for political gain and argues for preserving the existing balance between the two nuclear powers.
Blind spot
The editorial openly acknowledges that Pakistan reserves its own right of first use, yet presents the same ambiguity on India's side as a threat; it never addresses that symmetry. The figure of around 12 warheads at sea rests on SIPRI, and no official Indian confirmation is cited. China's submarine presence in the Indian Ocean, a likely second reason for India's turn to sea-based deterrence, is not mentioned at all.
Talay assessment
Bottom line
The editorial shows Pakistan's official circles preparing public opinion to treat India's sea-based deterrent as grounds for widening their own deployment options. SIPRI's estimate of 12 warheads and the unannounced missile tests point to the erosion of bilateral confidence-building mechanisms. The most likely path is not an open crisis but a hardening of rhetoric on both sides, with Pakistan placing more emphasis on its own sea-based capability.
Likely effects
- South Asian nuclear stabilityNegative1–6 months
Bypassing notification mechanisms raises the risk of miscalculation between the 2 countries and shortens the escalation ladder in a crisis.
- Pakistan's defence budgetNegative6 months+
A review of deployment options adds pressure for extra spending on sea-based capability in a Pakistan already under fiscal strain.
- Türkiye's regional diplomacyUncertain1–6 months
Given its close defence ties with Pakistan, Türkiye may find it harder to keep its trade agenda with India insulated from this tension.
Possibilities, ranked
- 1Sharper rhetoric, no crisis60%
Both sides confine themselves to mutual warnings and no military incident occurs.
Watch: A formal doctrinal statement from Pakistan's National Command Authority
- 2Pakistan showcases sea-based capability30%
Islamabad conducts or announces a submarine-launched missile test.
Watch: A Pakistan Navy announcement of a submarine-launched cruise missile test
- 3Confidence-building measures revive10%
The two sides make contact to restore notification of missile tests.
Watch: India and Pakistan issuing notifications of ballistic missile tests
Probabilities are calibrated judgement based on the sources, not measurement, and are revised as new information arrives. Not investment advice.
Original publication: tribune.com.pk · 22 October 2026
This page summarises the institution's view and does not reflect the view of Talay Insight. No direct quotation is used.