We know what’s coming and we are prepared.
⚓️ 🇺🇸 🇾🇪 The U.S. Navy is Unprepared for a Prolonged War with Yemen pt1
🔶️ Tiny Yemen has surprised the West with its tenacity and ferocity in attacking ships trying to ferry containers and fuel to Israel.
🔶️ Before explaining the risks, you must understand that the U.S. Navy is configured currently as a “Forward-Based Navy” and is not an “Expeditionary Navy.” Anthony Cowden, writing for the Center for International Maritime Security in September, examined this issue in his article, REBALANCE THE FLEET TOWARD BEING A TRULY EXPEDITIONARY NAVY.
🔶️ Due to the unique geographical position of the U.S., the Navy has the luxury of defending the nation’s interests “over there.” Since World War II, it developed and maintained a navy that was able to project power overseas; to reconstitute its combat power while still at sea or at least far from national shores; and continuously maintain proximity to competitors. This expeditionary character minimized the dependence of the fleet on shore-based and homeland-based infrastructure to sustain operations, allowing the fleet to be more logistically self-sufficient at sea.
🔶️ However, late in the Cold War, the U.S. Navy started to diminish its expeditionary capability, and became more reliant on allied and friendly bases. A key development was subtle but consequential – the vertical launch system (VLS) for the surface fleet’s primary anti-air, anti-submarine, and land-attack weapons. While a very capable system, reloading VLS at sea was problematic and soon abandoned. While an aircraft carrier can be rearmed at sea, surface warships cannot, which constrains the ability of carrier strike groups to sustain forward operations without taking frequent trips back to fixed infrastructure. The Navy is revisiting the issue of reloading VLS at sea, and those efforts should be reinforced.
🔶️ The next step the Navy took away from an expeditionary capability was in the 1990s, when it decommissioned most of the submarine tenders (AS), all of the repair ships (AR), and destroyer tenders (AD), and moved away from Sailor-manned Shore Intermediate Maintenance Centers (SIMA). Not only did this eliminate the ability to conduct intermediate maintenance “over there,” but it destroyed the progression of apprentice-to-journeyman-to-master technician that made the U.S. Navy Sailor one of the premier maintenance resources in the military world. Combat search and rescue, salvage, and battle damage repair are other areas in which the U.S. Navy no longer has sufficient capability for sustaining expeditionary operations.
🔶️ Each U.S. destroyer carries an estimated 90 missiles (perhaps a few more). Their primary mission is to protect the U.S. aircraft carrier they are shielding. What happens when Yemen fires 100 drones/rockets/missiles at a U.S. carrier? The U.S. destroyer, or multiple destroyers will fire their missiles to defeat the threat. Great. Mission accomplished! Only one little problem, as described in the preceding quote — the U.S. Navy got rid of the ship tenders, i.e. those vessels capable of resupplying destroyers with new missiles to replace the expended rounds. In order to reload, that destroyer must sail to the nearest friendly port where the U.S. has stockpiled missiles for resupply.
🔶️ If the destroyer must sail away then the U.S. carrier must follow. It cannot just sit out in the ocean without its defensive screen of ships. The staying power of a U.S. fleet in a combat zone, like Yemen, is a function of how many missiles the Yemenis fire at the U.S. ships.
https://sonar21.com/the-u-s-navy-is-unprepared-for-a-prolonged-war-with-yemen/
Ukrainian forces have begun training and testing exoskeletons for battlefield use. Soldiers from the 147th Separate Artillery Brigade are using them in the Pokrovsk sector for both logistics and frontline operations. The goal is to reduce physical strain, especially when loading heavy artillery shells into howitzers without automatic loaders. Artillery crews can handle up to 1200 kg of ammunition per day, and early tests show that exoskeletons help them work faster and with less fatigue Above all, by improving the conditions for those soldiers on the front lines who handle such heavy loads, plus the stress of work. Seeking to reduce overall fatigue in the troops
:
🇮🇷🇮🇱 - 14 wounded in Iranian missile strike in central Israel, according to Israeli media.
🇬🇧🇮🇶 - A drone struck British Castrol oil warehouses in Erbil, Iraqi Kurdistan, causing extensive damage.
🇮🇷🇮🇱 - Iran launched 9 missiles towards Israel this morning alone, with at least 3 of them being cluster missiles.
🇱🇧🇮🇱 - Over the past 12 hours, Hezbollah launched counterattacks in Khiam and Qantara, in the Nabatieh direction, southeast Lebanon. Hezbollah recaptured northern Khiam, with fighting ongoing for the south of the town. Hezbollah units also re-entered Qantara; frontline sources reported clashes in the center of the town last night.
🇱🇧🇮🇱 - 48 IDF soldiers have been wounded in clashes with Hezbollah over the last 24 hours in southern Lebanon, according to the Israeli Army.
🇱🇧🇮🇱 - "The Israeli army is barely catching its breath in southern Lebanon, and its resources are less than in the previous round of fighting," - Haaretz....
🇺🇸 Blue Owl Capital just disclosed that investors tried to pull 40.7% of one fund and 21.9% of another in a single quarter, and both funds gave the same answer, you can only have 5% back, and everyone else waits in line.
This is a bank run, not a normal withdrawal.
Wall Street spent the last decade selling millions of investors on something called semi-liquid private credit, higher yields, steady income and the promise you could get your money back every quarter if you needed it. What they buried in the fine print was what happens when too many people try to leave at the same time.
Analysts who have covered private credit for decades say nothing on this scale has ever been reported before at any major private credit manager.
These funds do not hold stocks you can sell on a Tuesday afternoon, they hold private loans to mid sized companies that cannot be liquidated quickly without destroying the price for every investor still trapped inside.
This product was originally designed for ...
🇺🇸 President Trump wants to switch to war economy in 2027 with massive increase in military spending and massive cuts to healthcare and other domestic agencies
Once a deficit hawk — he said in 2016 that he thought he could balance the budget in five years — Trump ended his first term with $7.8 trillion in added debt. His 2027 proposal is expected to give an update on 10-year deficit projections currently estimated at around $16 trillion.
The GOP's message for the Midterms will be focused on the "need" for a massive defense build up while the Democrats' message will be focused on affordability.
The fiscal 2027 budget will be the first time Trump puts his second-term governing agenda into one comprehensive document — with the numbers to back it up. The budget he released last year lacked detailed line-by-line spending targets and the economic assumptions necessary to project the long-term cost of his proposals.
Investors in US Treasuries will be looking to see if the debt and ...
