Posts Tagged ‘Industry’

Russia is winning, and here’s why

August 16, 2022

I never thought Russia would invade Ukraine. When it did, I thought President Putin had made a big mistake.

My reason was that I thought that if Russia invaded Ukraine, it would get bogged down in a quagmire war, as it did in Afghanistan in 1979-1989.

But it hasn’t turned out that way. Rather than being a quagmire for Russia, it has turned out to be a sinkhole for Ukrainian lives and NATO military equipment.

Russia has been preparing for this war since 2014, or maybe 2008. It has created war industries capable of supplying artillery shells and missiles as fast as they are being used up. It is using strategy based on leveraging its quantitative superiority in artillery and missiles to maximize Ukrainian casualties and minimize Russian casualties

The United States and other NATO allies are supplying expensive, high-tech weapons that are hard to use and in limited supply. They are stripping their own arsenals to prop up Ukraine.

The situation reminds me of an article written years ago by a management expert named Clayton Christiansen about disruptive innovation.  The idea was that high tech companies become so focused on the high-performance, high-margin and high priced end of the market  that they are disrupted by competitors who concentrate on the cheap and reliable.  Russia is using a disruptive military strategy.

A report by Britain’s Royal United Services Institute says that the United States and other NATO allies are depleting their stockpiles of munitions and do not have the manufacturing capability to quickly replace them.

It says annual U.S. artillery production would last only two weeks of combat in Ukraine.  In a recent war game involving U.S., U.K. and French forces, the U.K. forces exhausted national stockpiles of critical ammunition after eight days.

The United State shipped 7,000 Javelin missiles to Ukraine, about one-third of its stockpile, with more shipments to come.  Lockheed Martin produces about 2,100 missiles a year, although it might ramp up to 4,000 in a few years.  Ukraine claims to use 500 Javelin missiles every day.

A 2018 report for the U.S. Department of Defense described the weaknesses of the U.S. armaments industry.  These included a lack of skilled workers, a lack of manufacturing investment and dependence on foreign suppliers for crucial components and for raw materials.

The Russian superiority in firepower is devastating.  A writer for the Marine Corps Gazette, quoted in the previous post, say the barrages are equal to the most intense shelling in battles of the two world wars.  

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