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Transnational Thursday for February 22, 2024
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Notes -
This Russia-Ukraine war should really be a wakeup call for simply assuming that GDP (or PPP) is the same as military production. Russia, by itself, is producing more artillery shells than all of NATO. China is massively outproducing the US in warships right now. Perhaps the US could change that "if it really wanted to," but that's not something you turn on overnight. It doesn't really have a lot of shipyards or heavy manufacturing left at this point.
There's also the small detail that most of the US-allied countries are in Europe, about as far from the Pacific as its possible to get. I don't see most of them helping out in this scenario.
Yes, this has been the case for quite awhile. For all the hand-wringing about the U.S. spending more on defense than the "entire world combined", a simple PPP adjustment already gets us to the point where China is spending as much as the U.S.
America's nominal GDP is 15x that of Russia. We should be able to easily overwhelm their military production. But we can't. Because our military spending is fake and mostly wasted on salaries for useless mouths.
To be fair large chunks of spending by Russia and China is also fake. Mainly because of corruption. China particularly has huge amounts of their spending just vanish. Which is they are always going on anti-corruption drives, appointing a new anti-corruption czar..and then discovering said tzar is themselves corrupt, firing and replacing them.
If you've never been in China for any length of time it is difficult to understand just how corrupt it is. The only place I have spent any amount of time that was worse was Pakistan. Though the Chinese version is slightly better hidden.
How many of those Chinese ships and missiles and electronics are built with sub-standard parts so someone could skim? How many missiles do they think they have vs how many they actually have that are functional?
"We now have new revelations of corruption in the Chinese People’s Liberation Army resulting in, among other things, “missiles filled with water instead of fuel” and missile silos “with lids that don’t function.” According to U.S. officials, this latest bout of corruption “led to an erosion of confidence in the [PLA’s] overall capabilities” and made President Xi Jinping “less likely to contemplate major military action.” Xi responded by purging at least a dozen PLA leaders implicated in the scandal."
I broadly agree but
My understanding is that this is a mistranslation. This means that there is corruption in the missile service and that missiles might lack fuel or have insufficient fuel, not that missiles are literally filled with water.
Still very bad of course but not as pants on head retarded as literally filling missiles with water.
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This is a very good point and I think we'll just have to wait until there is a kinetic conflict to see what happens.
Russia is clearly getting more bang for their buck than the U.S. is. They just don't have a lot of bucks.
When it comes to China, they will soon have quite a large material and spending (PPP adjusted) advantage over the U.S. On the other hand, nobody has any idea what will happen if China ever tries to actually do anything. I have a feeling it won't go well for them. They have no actual war-fighting experience. If they truly want to invade Taiwan, they should start fighting some minor conflicts to gain experience. The logistical difficulty of taking Taiwan with a hostile U.S. fleet against them is off the charts.
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I actually wonder how useful USVs/UUVs will be against the USN or the PLAN. PLAN has a boatload of ships but hasn't fought a real war yet. Taiwan could build 10x more USVs/UUVs for a fraction of the cost.
If I were Kawasaki or Bombardier, I would be very interested in defense contracts right now.
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Slow and placid Western defense companies need a very long time to scale up production. They’ve been starting that process for 18 months, I don’t think extrapolating current production trends to 2027 is valuable because Western defense suppliers will be producing substantially more in a few years.
This has almost nothing to do with the defense companies and almost all to do with the slow and placid governments. To make the investments they need long term commitments, which they have been very slow to get.
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Starting the process, but what scale goal do they have? I doubt the European governments, mine among them, are wise enough to seriously prepare for a war against Russia without any US support, which might happen.
Even with a materiel advantage, Russia doesn’t have the manpower to mount an invasion of Europe.
Not all of Europe, no. But a small country perhaps? If the USA pulls out, Putin might want to test Europe's commitment to Article 5 by taking parts of a small country like Estonia.
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