I agree. It’s a sub delivered EMP attack.
Another possibility, although easier to detect (& thus prevent), a launch from a converted freighter.
But don’t you still need a Re-Entry Vehicle for the Warhead? At what altitude can you detonate a warhead and create the EMP to fry the electric grid? Consider the intercontinental distance, can you still have an effective EMP at 100 miles in space? Seems pretty far away to me.
Testing a detonation in the atmosphere is different than in space at oG too.
The Friday missile blew up at 25 miles from launch, this than a minute. Does not sound like a worthwhile relevant test to me.
Wouldn't even need to be a sub, if it's a scud type missile. You could put one of those on a freighter or a fishing boat, and it could cruise close to the Pacific Coast and lob the missile. We wouldn't have much, if any, warning.