| ▲ | lightedman 2 hours ago |
| Not only is it opening up but several other large scale projects are already being considered in the USA, including one in Atolia, California that I have been privileged enough to personally visit. Watch the markets for the metals most used in wartime. That tells you pretty quickly when conflict is near. |
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| ▲ | gs17 37 minutes ago | parent | next [-] |
| This isn't so much "conflict is near" as much as reaction to a defense-related policy. The entire US defense supply chain will be banned from >80% of tungsten supply at the end of the year, while also being demanded to up production to make up for depleted stockpiles from Iran and Ukraine. |
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| ▲ | jgilias 2 hours ago | parent | prev [-] |
| I wonder if there’s path dependence there. It _seems_ like just because you build up lots of “defence” tech that doesn’t necessarily mean you _have_ to use it? Or does it? I wonder what happened with those markets during the Cold War. |
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| ▲ | edoceo 2 hours ago | parent | next [-] | | Maybe it's also for USA to rebuild supply? That is, if you believe the "US spent too many missiles in Iran" stories. | | |
| ▲ | mcmcmc an hour ago | parent [-] | | Why would you not believe them? Our defense manufacturing base has withered just like all the other manufacturing sectors. They’re being used faster than they’re being made and no one really planned for this war. Same reason the Strategic Petroleum Reserve is so low. | | |
| ▲ | zuzululu an hour ago | parent [-] | | I think it's the same bubble that many in the West live in because they have been at peace mostly and cant fathom that much of it has been from de facto state of detente from states that are now threatened by its economic order. Iran and Russia figured out a way to arbitrage expensive AD that were designed to take down jets and other ballistic missiles with predictability at scale and its still a source of disbelief particularly in the mainstream. Drones have rewritten the rules of modern warfare and we will likely see maps change as a result. | | |
| ▲ | toyg 7 minutes ago | parent | next [-] | | If anything they seem to be having the opposite effect, entrenching defender's advantages to the point that maps might never change again. (Ok, it's hyperbole, but hopefully you get the point.) | | | |
| ▲ | mcmcmc 5 minutes ago | parent | prev [-] | | [delayed] |
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| ▲ | galangalalgol an hour ago | parent | prev [-] | | "αὐτὸς γὰρ ἐφέλκεται ἄνδρα σίδηρος." And the movie having just come out. |
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