Maybe Don’t Count the Chickens Just Yet

Celebratory paeans abound. The Wall Street Journal‘s editors are typical.

a decapitation. Nearly the entire top echelon of Iran’s army and Revolutionary Guard has been killed, and the longer Iran takes to regroup the more of its ballistic-missile and nuclear programs it loses.

And

The Middle East war Iran started is becoming an historic defeat.

There are these two especially:

The subheadline:

We don’t know exactly how successful the raid was, but the era of diplomatic nonproliferation is over.

Or not. Because, in part, this:

We don’t know yet how successful the Israeli raids were. Getting past the blast doors and shock-wave buffers at the underground Fordow enrichment site would have been no easy feat. Ensuring that the 100-yard-deep Pickaxe Mountain plant doesn’t come online will require continuous surveillance and perhaps further raids on quick notice.

Getting into those facilities would seem to require bigger bombs than Israel’s fighters can carry over those distances, even with aerial refueling. Smuggled in drones would be too small for the task, unless and until holes were blown in those blast doors and shock-wave buffers big enough for a nearby controller to fly them in through.

The next opinion writer giddily claimed that it’s Morning in Jerusalem. The Israeli raids do take the nation far along towards the dawn of a new day (to extend that overused metaphor), but it’s far too soon to claim that the sun is up. Contradictorily, this opinion writer even acknowledged as much in the body of his piece.

How things will end is unclear….

The current battle likely is an historic defeat for Iran, but the war is not at all lost as far as the Iranian government is concerned. The lesson the Carthaginians learned too late and to their everlasting chagrin, Israel must learn much more quickly to preempt a similar chagrin. Iran isn’t dead yet, so they haven’t lost yet. As Adrian Goldsworthy wrote in his The Fall of Carthage,

The Romans expected a war to end in total victory or their own annihilation…. This attitude prevented the Romans from losing the war and ultimately allowed them to win it.

The ayatollahs running Iran also will refuse to accept defeat or even to acknowledge it. Israel, and the West, need to be fully aware of that. As Ali Akhbar Hashemi Rafsanjani, a former President of Iran, said,

If one day, he [Rafsanjani] said, the world of Islam comes to possess the weapons currently in Israel’s possession [meaning nuclear weapons]—on that day this method of global arrogance would come to a dead end. This, he said, is because the use of a nuclear bomb in Israel will leave nothing on the ground, whereas it will only damage the world of Islam.

This is the price the ayatollahs are willing to pay: Iran’s annihilation for Israel’s total annihilation.

There is much too much optimism for this early in the game. As a great American philosopher once said, “it’s not over until the fat lady sings.” The fat ladies of the Iranian mullahs haven’t sung, are not singing, and will not ever sing.

A Reason to Help the PRC

President Xi Jinping set a goal, which he called in typical PRC cutesy fashion, Healthy China 2030, to raise PRC citizenry life expectancy to 79 by 2030, a goal he achieved in 2016. He also wants to improve health care so that all mainland Chinese can live longer, healthier lives in their dotage.

This is a goal well worth us supporting the PRC on.

This is, after all, a nation with a fertility rate of 1.55, which compares with a replacement birth rate—the rate needed just to maintain a nation’s population at its current level, but not growing or shrinking—of 2.1.

This is a nation with a currently aging population, and that will continue to age due to that broadly inadequate fertility rate.

This is a nation with an elderly dependency rate—the ratio of the elderly population per 100 people of working age—of 20.7 and growing rapidly.

The is a nation with a potential support ratio—the number of working-age people for each elderly person—of 4.8 and shrinking rapidly, the inexorable effect of that very low fertility rate.

Helping the PRC to help its elderly to live longer and more healthily not only is a moral imperative, it’s a strategic political objective, too. The growing old folks population with its increasing longevity, coupled with that shrinking labor force, makes the aging population increasingly dependent on government handouts. That shrinking labor force, though, produces increasingly less output and so sends increasingly less revenue to government to redistribute to its aging population. It’s an open question whether automation and robots can maintain or increase production enough to produce the revenue needed for that redistribution.

We should be helping that population grow ever older, healthier, and longer-lived. That will speed the economic dislocation from that aging, and possibly push it into economic collapse. That’s an outcome for an enemy nation that wouldn’t be all bad for us.

It’s Not Only Airbases

Holman Jenkins is negatively excited, justifiably, by some implications of the Ukrainian Drone attack that has so severely damaged Russia’s LRA bombers, which comprise a major component of the barbarian’s strategic nuclear triad.

“Hoo boy” was my first reaction to the outpouring of commentary treating a Ukrainian drone attack on parked Russian aircraft as the greatest military revelation since the Trojan horse. The US had been warned, warned, warned, and warned by events on its own shores of this turn in military tactics. In February, I cadged assurances from the leadership of Barksdale Air Force Base, home to many of America’s irreplaceable B-52s, that it was employing countermeasures against the drone threat.

It’s not just exposed aircraft on airbases, either. Our missile siloes are at risk. And no, the missiles don’t need to be dug out of their siloes to be successfully attacked. Nor do the silo lids need to be blown and rain debris down onto the missiles–they just need to be jammed from opening. An attack on the operating mechanism—the hinges for those silo lids that swing up to open, the slides for the lids that slide away, etc. A sealed-in missile is just as functionally destroyed.

Certainly it would take horsier drones to deliver explosives big enough to jam the doors than the small quadcopters that were adequate to damage or destroy exposed, neatly parked aircraft. (Did the barbarian learn nothing from an Israeli raid on Egyptian airbases in an earlier war? Or did he really think distance was enough protection?) Horsier drones are as well developed on mature technology as the quadcopters, and they can be just as easily assembled in situ for their short, one-way missions.

“Reconsider”

Ayatollah Ali Khamenei has rejected a Trump administration offer to let Iran enrich uranium for a short time, and then end its domestic enrichment altogether. As the WSJ put it in the lede of that article, this forc[es] the White House to reconsider its approach as tensions mount over Iran’s nuclear program. Iran already has been blocking inspector access to its nuclear development facilities almost since the signing of the Obama-Kerry travesty of an agreement

It continues to obfuscate and outright lie about those facilities, including denying the existence of some that the intel sources of a number of nations have detected. Meanwhile, enrichment toward weapons grade purity goes apace, and Iran is capable of producing enough weapons grade uranium for 10 bombs within a few weeks. Converting that purified metal into functioning bombs won’t take that much longer.

The goal of the Trump administration and that of many of our friends and allies is to deny Iran any access to nuclear weapons. If they’re serious about that goal, it’s time to stop wasting resources—including time—on debating the matter with Iran. That nation is never going to give up on developing and producing nuclear weapons; those are its path to achieving its sworn-to goal, the extermination of Israel and damage to, if not destruction of, us, along with selling nuclear weapons to its terrorist proxies in the Middle East and Europe.

Here’s a reconsideration: it’s time for a joint mission by the US and Israel to physically and cybernetically attack and destroy Iran’s nuclear facilities and other installations involved in the development and production of nuclear weapons.

Hindsight and Foresight

“Four major automakers” are worried about having to shut down some production lines, even whole factories, as a result of the People’s Republic of China’s cutting the US off from rare earths and processed rare earths produced in the PRC.

The hindsight is that these companies and so many other American companies, including those producing for our national defense systems, should have, years ago, moved their supply chains out of the PRC. There are lots of sources of rare earths, plenty of them domestic, and many companies outside the PRC that process rare earths into things like magnets. Hindsight includes the US government, which just as long ago, should have removed regulatory and other impediments to moving supply chain production into the US. These impediments include in the present case, restrictions on mining rare earths and restrictions on factories to process mined rare earths into useful products.

In the present, though, this is what those auto companies are contemplating:

Ideas under review include producing electric motors in Chinese factories or shipping made-in-America motors to China to have magnets installed. Moving production to China as a way to get around the export controls on rare-earth magnets could work because the restrictions only cover magnets, not finished parts, the people said.

This is abject, begging for mercy on bended knee, surrender to a nation that is an enemy of ours, committed to replacing and dominating us. Suck it up, buttercups. The PRC is waging economic war against us and has been for years. It’s time to stop bowing and scraping to it and fight back.

In May, industry groups representing most major automakers and parts suppliers told the Trump administration that vehicle production could be reduced or shut down imminently without more rare-earth components from China.
“While efforts are underway to bolster supply chains and suppliers of these elements outside of China, this will take additional time and will not alleviate the immediate shortage of elements vital for automotive components used to produce vehicles here at home,’ said the letter, which was signed by the heads of the Alliance for Automotive Innovation and MEMA, the Vehicle Suppliers Association.

“Efforts are underway.” What efforts, exactly? If any of those efforts are serious, push the pace on the transition.

The foresight is that our government must close that gaping loophole and cut off all imports from the PRC. The cutoff of rare earth exports to the US by the PRC, in contravention to last month’s deal that got tariffs on the PRC reduced so drastically, is a clear demonstration that the PRC’s commitments are worthless. It’s time to stop relying on them.

The shift of our supply chains out of the PRC will be disruptive and expensive, as the auto companies are discovering in the aftermath of their years of chasing the PRC market and productions. That’s only in the near-term, though. Foresight includes considering the disruption and expense of our nation being economically (and so politically) dominated by the PRC.