Earlier quoted context omitted.
In the quite likely scenario that Iran goes on any longer, the US will become so war exhausted that we will be unable to provide any support for Taiwan.
The Iran war is a skirmish by any reasonable measure. It does not exhaust either the US Navy or the Airforce, and the Army isn't even participating. Now I understand it has a large impact because of oil prices and the closing of the strait of hormuz, but don't confuse the economic impact of the closing of shipping lanes with something that "exhausts" the US military. Remember this is the military that spent two decad…
Even with ramp ups, you are looking at 3 to 4 years before extra production actually shows up. And for the really constrained systems like GBU-57, cruise missiles tied to Williams engines, or anything needing Chinese gallium, even that timeline is probably optimistic if China keeps export controls in place.
And this constant comparison to Iraq or Afghanistan just does not hold up. Those were wars where the US could sit in safe zones and strike from distance. A Taiwan scenario is completely different. It is right on China’s doorstep, against a peer the US has never actually faced at this scale. Even the USSR was not comparable in terms of economic integration or industrial strength.
edit:
If the ceasefire collapses this Wednesday as Trump has signaled, these numbers will start moving again, and the replacement time estimates will only get worse because the industrial base hasn't yet begun delivering against any of the surge contracts