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Tuesday, January 2, 2024

Ukraine: obsolete weapons disposal and expo.

 ONLY WINNER IN UKRAINE IS WEAPONS MANUFACTURERS

NATO TO NOW STANDARDIZE WITH U.S. WEAPONS


After 2 years of conflict in Ukraine the supply of Soviet era weapons, which was the mainstay of eastern European countries, is now almost expended. The U.S. incentivised the transfer of all these T-72 tanks and Mig fighters to be given to Ukraine by promising to sell them all more modern advanced and standardized weapons in the future. 

We can expect that the major talking point for the future is that all NATO weapons will need to be standardized so that all of the NATO military can easily operate these weapons. This may very well now end the manufacture of German Leopard tanks and other European designs to be replaced by U.S. manufactured or licensed weapons. 

The huge stockpile of Soviet era weapons has been very quickly dispatched and will now need to be be replaced with more modern and standardized weapons. It will be likely the biggest boom in the weapons industry in half a century. It has been reported that the industries backlog is now up to near $800 billion in orders. Then there is the impetus for $ Trillions in new advanced weapons that have been showcased or found to be needed after the failure of many of the present weapons.

While this may be a mother load of business for western countries, it is only part of the worlds weapons business. While HyMars and storm shadow missiles have proved effective, patriot air defense, and armored vehicles may now soon need to be rethought. 

On the Russian side, the second biggest manufacturer of weapons with a very large possible clientele, their air defense systems seem to be doing very well as is their fast learning curve in electronic counter measures and now drones. Their Hypersonic cruise missiles seem to have no defense. As Ukraines air defenses are being eliminated we may also see the use of some other not as yet used Russian weapons. It is reported that Russia has been steadily increasing their research and development into many space age weapons systems. 

While China has engaged in some arms business, if it decides to enter the competition, you can expect they will be very competitive.

We can expect that in next few years we will hear of the weapons gap and the need to spend $ Trillions on new and improved weapons. It will be interesting how more can be added to the already $880 billion defense budget while now running a $2 trillion a year budget deficit and servicing a $34 Trillion debt. Maybe the first order of business should be a serious audit of the defense budget and eliminating the $ billions of graft and over pricing. It is a fact, that Russia and China, with defense budgets a fraction of the United States, are getting a lot more bang for their rubles an yuan.


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