⚓️ 🇺🇸 🇾🇪 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/
🇺🇸 Teenagers are now facing charges after doing a ding-dong ditch prank with a twist. They showed up in masks, wearing tactical gear and a rifle, or what looks like a rifle.
Two #Delaware teenagers, aged 16 and 17, faced charges after knocking on doors in New Castle while wearing tactical-style vests and carrying what appeared to be a rifle, police said.
This could’ve ended so badly..
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🌆 Market News Digest
[Oct 20, 2026 EST]
🔥 Top Stories
• US–Iran tensions swing markets — Hormuz tanker fire, Israel warns of renewed strikes, Rubio says talks are hard; oil stayed volatile even as Brent eased below $109
• Anthropic’s massive AI spend shock — WSJ says it may spend >$600B on compute, with huge cloud/Nvidia commitments and >$80B H1 loss
• Trump on Ukraine, Iran and trade — says Ukraine must make a deal, India trade is “pretty close,” and he’s weighing Iran action
⛽ Oil & Energy
• Hormuz tanker fire / mine incident — IRGC says a supertanker carrying >2M barrels caught fire after hitting a mine
• Europe gas >€90 — benchmark tops 2022 levels on supply fears; US diesel prices remain elevated
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📊 Markets & Macro
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📝 🇪🇺 🇫🇷 Mario Nawfal on X: Europe's riots are just the beginning. The real economic shock hasn't even arrived yet.
I spoke with economist Philip Pilkington about the unrest spreading across France, Italy and Albania.
He thinks we're watching the early stages of something much bigger.
One statistic really caught my attention.
According to Pilkington, France's inflation-adjusted household food consumption has fallen roughly 6.4% since 2022. He suspects the poorest households have suffered far steeper cuts.
Now add another surge in energy prices.
Pilkington pointed to rice futures rising 70% this year, wheat and sugar climbing 40%, and fertilizer shortages threatening next year's harvest.
His prediction is that the worst food inflation could arrive this winter or next spring.
And there's a political problem sitting right on top of it.
Governments across Europe are already deeply unpopular. People are struggling to afford basic necessities, and another prolonged energy ...