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tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
参加 May 2009
411 フォロー中    37.9K ファン
Clearly, leaving 2 carriers in Persian Gulf region is very taxing on a military. It's not just the opex, but the abuse on the naval platforms & airwing that significantly reduces their service life. We saw this w/ GWOT. Big problem is all this effort hasn't solved the issue! we still get massive level of tanker destruction (in spite of Gulf bribery & willingness to tolerate higher transit cost) which will lead to tanker shortage that lasts for a while. Even if we get to 100 VLCC construction in a year, we cannot come close to making up for losing 2 to 4 tankers/day. So, the solution can only be going all in or get out of there. Staying at a holding pattern is not sustainable. Long drawn out w/ 2 to 3 carriers in Gulf region will destroy US military readiness for man yrs.
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The WSJ lays out what keeping Gulf oil flowing actually involves: -50,000 US troops, 20 Navy ships, two carriers across the region. -$2–3 Billion USD/month or 67-100 Million USD/day above normal military spending -Aircraft, warships and crews under mounting strain. -Some US officials see the situation as untenable without more international help. Coalition efforts have failed.
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