Well, we have a Joint Understanding for the START Follow-on Treaty.

I observe that Reuters, in one of those irritating self indulgent news analysis pieces, frames the question “Spin or Deep Cut?” (The article, by Guy Faulconbridge is actually pretty good; not as bad as the headline would suggest.)

I think this outline is neither spin, nor a deep cut. I view the START Follow-on as an interim agreement to preserve the verification mechanisms in START (which disappear with START in December) for a second agreement that will take two or three years to negotiate. Deep cuts will have to wait for this second agreement, to which the Obama Administration has committed publicly.

The key observation is

The new agreement will enhance the security of both the U.S. and Russia, as well as provide predictability and stability in strategic offensive forces.

It is by this measure that we should judge the numbers in the treaty:

The Joint Understanding commits the United States and Russia to reduce their strategic warheads to a range of 1500-1675, and their strategic delivery vehicles to a range of 500-1100.

1500-1675 Warheads: The warhead range is easy enough to explain. A range of 1,500-1,675 warheads is really just a way of saying lower than George Bush’s damnable Moscow Treaty — but not too much lower, at least not until we finish the Nuclear Posture Review.

That seems reasonable to me. The reality of the calendar inherited from the Bush Administration is that a Follow-on Treaty needs to be completed soon, ideally before December. That means the Obama Administration doesn’t have the luxury of waiting for the full Nuclear Posture Review or doing all the preparations for deep cuts.

The Administration has balanced the need to move quickly with the need to ensure Senate support for another agreement, making some interim decisions about near-term force levels that are consistent with any plausible outcome of the NPR and that, therefore, do not prejudge its outcome.

500-1100 Delivery Systems: The more interesting range, in the Joint Understanding, is the one listed for delivery vehicles — between five and eleven hundred. That’s quite a band. The upper bound is more than twice as large as the lower bound.

As I understand it, the range simply reflects the opening bids in an unfinished negotiation. I tweeted in June that the opening US offer was 1,100 delivery vehicles — which is basically where the US is today under START (1,198 as of the last MOU).

The Russians, on the other hand, are still experiencing a process of atrophying strategic forces. Arbatov et al observe that many of Russia’s 800 or so delivery vehicles are “obsolete, vulnerable and unreliable systems, at best capable of serving for STAR-SORT counting rules and filling quotas.” Not surprisingly, Russia proposed the lower number.

It looks like they never made any progress, with the US refusing Russian requests for cuts to force structure. The Joint Understanding simply kicks this problem down the road, so we will be hearing more about this.

For what it is worth, I am actually sympathetic to the American position on this point. This is not, as I said, the time for a deep cuts treaty. What we need is a stop-gap measure to place legally-binding, verifiable limits on Russian and American strategic forces before START expires in December. (The Moscow Treaty doesn’t come into effect until December 31, 2012, when it expires.)

Legally-binding, verifiable limits are deeply in Russia’s interest ( which, I suspect, contributes to their decision to settle for the Joint Statement on Missile Defense, rather than binding limits in an agreement.)

I understand that Russia seeks to constrain US capacity to deploy many, many more nuclear weapons in long crisis whether you call it upload, augmentation, hedging or shrubbery. I am all for trimming the hedge, as it were, but this agreement doesn’t seem to me to be the place to do that. The President will have a very hard time selling this (and, as a result, any future) agreement to the Senate if it appears that he is reducing forces before the Nuclear Posture Review is completed.

So, all in all, I think it is a modest, necessary first step toward a better future.