The glass backbone: Why the Army's logistics will break in the next war

Oil futures don't currently reflect this because a lot of players have exited the market because they're sick of being fleeced by Donald Trump who has bet big and then announced yet another fake ceasefire, at least a dozen times. We actually have a bunch of short positions, such that we risk a Gamestop like short squeeze.

Ukraine is harder to figure out because it's really difficult to get good information. We have people on one side saying Russia is on the verge of collapse (and has been for 3 years) while it's also clear that Russia still has a manpower advantage and Ukraine's army is facing desertion and a lack of soldiers to draft. It's also unclear what the real impact of strikes on oil infrastructure deep in Russia are really changing the battle lines and overall position. If anything it might just exacerbate the energy crisis brought on by the Iran war.

Not wrong, but the British were outproducing the Germans in many things (e.g., aircraft[1]) even before lend-lease was a thing.

[1] https://en.wikipedia.org/wiki/World_War_II_aircraft_producti...

The Nazis were really bad at running the economy:

* https://en.wikipedia.org/wiki/The_Wages_of_Destruction

First, China. 100 miles of open ocean separate mainland China and Taiwan. To invade you need to put boots on the ground. That means you also need armor. And then you need everything that goes with that. Food, medical, resupply, ammunition, a place to repair your vehicles and so on. You can't airlift this, even with air supremacy. It requires ships, a lot of ships. And that means Taiwan, the US and allies could, if they wanted to, wreak havoc with supply lines.

I've seen one estimate that it would take over a million soldiers for China to occupy Taiwan, possibly two million. China simply does not have that amphibious capability so this is a silly conversation. American politicians talks this up to give more money to weapopns manufacturers for weapon systems that are too expensive and don't work and also to propagandize the population into "China = bad". But it's not a real threat.

On a clear day from Calais you can see the white cliffs of Dover. I believe the distance at its closest point is 17 miles. Yet despite having an Army that exceeded 12 million soldiers, Germany was unable to invade Britain. This is big of a problem water was then. It hasn't changed.

Second, Iran. Iran is surrounded by mountains on 3 sides and the Persian Gulf on the 4th. There is nowhere where a US invasion could muster like they did with Kuwait (ie from Saudi Arabia). We saw the futility of this in the Iran-Iraq war, which was a complete stalemate (with over a million dead) despite an almost decade of the US supplying Saddam Hussein.

So with mountains on 3 sides, that leaves an amphibious landing. Again, the problem remains of where would troops muster? It can't be anywhere beyond the Strait of Hormuz because the Navy can't defend against drone and missile attacks at close range like that, let alone get thousands of supply ships through safely. So that leaves Pakistan or Oman. Both are in range of drone attacks. The US has essentially abandoned all Gulf bases because of the complete inability to defend them. How would the US defend a million troops and all the supplies they need, including landing craft?

Logisitcally, the operation would be as complex and large as D-Day. The US doesn't have that military anymore. The Navy has a pair of amphibious landing craft that could put 5000 Marines somewhere. Great. They'd die. For enough infantry, you'd need a draft. You'd need to build so many ships. It would take years and nobody has that kind of time.

The Joint Chiefs know this. It's why no US president has started a war with Iran despite the Israeli PM asking every one of them to do so since at least Reagan. It's only this president who took the bait of Mossad telling him how the regime would fall within days after a decapitation strike.

The entire Iranian military project is to resist the US military. Bases buried in mountains, cheap ballistic missiles and drones that can be mass-produced, a mosaic defense to avoid potential decapitation and air defenses that are seemingly good enough that the US, even with F35s, still has to stand off.

I bet you won't find a single serious military planner who thought this operation was possible.

Depends on the application. The drones have to be manufactured somewhere. You need electricity. Running water. Industrial facilities. The big bomb still matters there.

> The age of WW2-era mechanised warfare is gone. It's as obsolete as the cavalry that came before it.

Well the primary issue is that drones can’t hold or take land, only deny. I think mechanized infantry will continue to have a place, they’ll just be augmented by drones. But who knows you could be right depending on how things develop.