Industrial policy has been a frequent subject on Smith's blog, for those who don't follow it. (He's for it, and thinks that Biden's industrial policy was mostly good - it's worth following the links in this post.) This post focuses on defense-related geopolitical industrial policy goals and pros and cons of anticipated changes under the incoming Trump administration and Chinese responses. Particularly, he highlights two major things China can do: Restrict exports of raw materials (recently announced) and use their own industrial policy to hamper the West's peacetime industrial policy (de facto policy of the last 30 years). These are not extraordinary insights, but it's a good primer on the current state of affairs and policies to pay attention to in the near-future.
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that seems to disqualify him, that is just absurd
I think it's possible to have some good ideas and some bad ideas at the same time, but I am very, very skeptical of his assessments of armor. However, it's worth noting that naval warfare hasn't changed much since the Iowas were reactivated. When they were, though, they were filled to the brim with Tomahawk cruise missiles.
In principle a long-range naval gun is actually pretty swell, because bullets are cheap and naval support gunfire is good. I think it's too bad we haven't made more progress on railguns.
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