solarz
Brigadier
Are you forgetting all the budget fights in the US legislature because of Ukrainian war funding?
The US MIC specialises in high value low volume production, whereas the war in Ukraine is chewing through everything in their catalogue at many times the replacement rates.
Not only are western arms getting used up and destroyed at unprecedented rates in Ukraine, it is also massively damaging to the reputations of western equipment makers to have their wares destroyed so easily and on such large scale by ‘inferior’ Russian kit.
Simply put, Ukraine is a fight western MIC isn’t geared up for nor particularly interested in fighting in since their equipment isn’t fighting hopelessly outmatched opponents.
The other major factor to consider is competition. The US MIC has a very good racket going on where they have a politically captive market and they can make stuff at their pace and sells it to the US military at a price they themselves set.
Ukraine is putting massive pressure on the US MIC to deliver stuff at a rate orders of magnitudes higher than what they can achieve. That is creating a massive and growing gulf between demand and supply. Which is a fundamental threat to the established big boys of the US MIC as it is creating a massive opening for new entrants into their walled garden private playgrounds.
If the war drags on for another year or two, how long before necessity forces Washington to award a big contract to a foreign manufacturer to plug the growing hole their domestic suppliers cannot meet?
But much of that might be moot, because the US MIC is already tapped out in terms of many core supplies and the US is making up the shortfall with the US military’s own reserves. How long until the US military starts to run out themselves? You think the Russians will conveniently call a ceasefire to wait for western MIC production to catch up?
What happens when core munitions and equipment starts to run out? Ukrainian casualties increase and they loose ground, as is happening already.
At the core of the issue is not the west’s desire to supply Ukraine, but its actual ability to do so. The US is finding out the hard way that their infinite dollars cheat doesn’t mean much when there are only finite physical assets it can manufacture, and that it cannot ramp up production as it could in its hay day.
NATO doesn't need to keep up with the Russians when supplying Ukraine. That is only necessary if they want to win the war.
What we are seeing right now is a shift in narrative and strategy where the West is transitioning from beating Russia to keeping Ukraine alive and/or "bleeding Russia dry". They are moving into assymetric warfare, in which they can supply Ukraine for a very long time.