Sunday, January 22, 2023

The war in Ukraine offers the United States a "unique opportunity" to displace the German arms industry: "It's about money, power, and influence."


I was so stupid.

It's always about following the money.

We (you and me) always get wrapped around the tactics, the reasons for things when in reality its always about money, power and influence in the end.

So what is at play?

Russia and Ukraine fight themselves to a stalemate.  Perhaps even better for industry would be an ongoing low level war that allowed the rest of the world to go back to relatively normal when occasional skirmishes happen over various pieces of real estate.

The US Army has 4K Soldiers in Romania.  Large contingents in Poland (and growing), Germany and a sizable naval base in southern Europe.

Militarily daddy is home and the kids are thrilled to see him.

The defense industry (USA industry) is suddenly the lead dog again.  The buy European mindset that had been taken hold is broken because Germany made the mistake of challenging conventional thinking and tried to prevent what is happening.

To be frank Zelensky walked them into a trap.

The Germans and the French (gotta give Macron credit) were pushing to shut this thing off, because for Europe they won't win no matter WHO wins.

Cheap energy for the continent is a dead deal now.  Between the climate change movement, the end of Russian natural gas and oil, its fate is sealed.

The fever pitch about this war has peaceful Europe protesting to the Germans to send Leopards.

Every Leopard that is sent will be replaced with Abrams...along with their parts, upgrade packages that will go to General Dynamics.

Most of Europe's defense industry is German based (or heavily partnered with them).

Not only are future armor vehicle development in trouble but so is aviation, maybe even space.

Macron got the memo and is hyper charging French defense by boosting their spending to an almost obscene level.

Germans are still dazed and confused but there is no way out.  

The puppet in Ukraine just put Europe in the USA's back pocket.

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