Replies: 10
| visibility 652
|
Paw Master [16574]
TigerPulse: 100%
51
Posts: 17964
Joined: 1999
|
Defense companies boast products free of American components
3
Apr 24, 2025, 8:05 AM
|
|
I believe, at this point, the damage is done. America’s defense industry will lose out on billions of dollars over the next couple decades, all because of the tantrum of one man. Staggering. We’ve not just walked away from, but flipped the bird to a continent of 450 million and a GDP of $20 trillion, and we’ve cozied up to a murderous dictator with a shrinking country of 144 million and a GDP of $2 trillion.
Art of the deal.
https://www.thetimes.com/uk/defence/article/defence-companies-boast-trump-proof-weapons-are-free-of-us-parts-jr2gvbql6
From the article:
Ames believes that Trump’s tariff policy may benefit the company by “once again averting eyes back to Europe for defense products, rather than into America.”
“What you don’t want is, suddenly you need a fuel-filler cap and America won’t sell it to you, or they won’t pass the technology on. A lot of countries are very keen to see some form of localisation in the supply chain” he said.
|
|
|
 |
Valley Legend [12498]
TigerPulse: 100%
47
Posts: 12161
Joined: 2013
|
Re: Defense companies boast products free of American components
Apr 24, 2025, 8:11 AM
|
|
its not a bad idea
they better keep an eye on those germans though
|
|
|
|
 |
Paw Master [16574]
TigerPulse: 100%
51
Posts: 17964
Joined: 1999
|
Herp derp I live 80 years in the past.
3
Apr 24, 2025, 8:15 AM
|
|
And yes, it’s a no brained. Trump has created a situation where buying from America is a problem for other countries.
Art of the Deal.
|
|
|
|
 |
Valley Legend [12498]
TigerPulse: 100%
47
Posts: 12161
Joined: 2013
|
Re: Herp derp I live 80 years in the past.
Apr 24, 2025, 8:18 AM
|
|
competition could reduce the cost
|
|
|
|
 |
Ring of Honor [21851]
TigerPulse: 100%
53
Posts: 17217
Joined: 1998
|
Kind of like why importing textiles is good for America even if trade deficit?***
Apr 24, 2025, 8:27 AM
|
|
|
|
|
|
 |
Paw Master [16574]
TigerPulse: 100%
51
Posts: 17964
Joined: 1999
|
Daft. That's not what's going to happen. America must have a strong
2
Apr 24, 2025, 9:02 AM
[ in reply to Re: Herp derp I live 80 years in the past. ] |
|
defense industry. By creating an environment where 1) American products are not welcome, even by our closest allies and 2) our closest allies are forced to invest billions into creating their own viable defense industry, Trump has singled-handedly destroyed an enormous revenue stream that bolstered the financial health of our defense industry. Now that that is destroyed, yes, US defense companies will have to be more competitive on the international stage...lowering prices and reducing profits to compete with other products...and of course lowering prices and reducing profits even further since we are perceived as an unreliable ally. But the US government won't benefit from this. We'll effectively subsidize the defense industry to keep them whole. Either through the price of equipment or through direct investment in their development costs. Because America MUST have a vibrant defense industry.
This will cost us more for lower innovation.
It's...dare I say...the Art...of the DEAL!
|
|
|
|
 |
Ring of Honor [21545]
TigerPulse: 100%
53
Posts: 12449
Joined: 2002
|
Re: Defense companies boast products free of American components
5
5
Apr 24, 2025, 8:34 AM
|
|
It's stupid and short-sighted and the American brand is indeed taking a pummeling at a time when we need stability and foreign investment. Everybody was shortening their supply chains as much as possible anyway and Western industry was well-aware China was a dying giant in the last stages of consumption and was reshoring at a rate greater than we were before WW2.
Then along came Donald, p!ssing everybody off and worse, roiling the markets. If there's one thing investors loathe, it's uncertainty and instability. And instantly this year, all that investment...is gone.
We were already reshoring industry on a massive scale. All Donald had to do to look like a hero was not eff that up...but the painfully dumb deplorable Donald did indeed go and eff that up, and in truly epic and spectacular fashion. I mean, taxing stuff like steel, aluminum, and copper while at the same time screaming for people to rebuild industry here in the US? Words cannot describe how much I've come to loathe the man and his idiot followers.
As far as the defense industries go, though, all those contracts were gone anyway. Traditional contractors have become dinosaurs in a land full of rats that eat dinosaur eggs. Russia's lost something like 20,000+ tanks and armored vehicles and close to a million men in Ukraine...and the biggest reason is drones. You can kill a multimillion-dollar tank with a $200 drone...and Ukraine has become a nation of garage-shop MacGyvers building drone swarms with 3D-printed local materials. They built 1.5 million of them last year...and are on pace to build 4.5 million this year.So Raytheon and Northrup Grumman and the like were on borrowed time anyway...I'd be looking more towards Palantir and Anduril, and the Euros are emphatically not kicking those companies out.
|
|
|
|
 |
Paw Master [16574]
TigerPulse: 100%
51
Posts: 17964
Joined: 1999
|
"As far as the defense industries go, though, all those contracts were gone
Apr 24, 2025, 9:09 AM
|
|
anyway."
I don't think so. Tanks seem to be struggling but Bradley's have performed well. Military jets are still in demand. Missiles, artillery, communications equipment...guns. There are entire portfolios of weapons that are still in demand. I'm not trying to downplay drones, but the market isn't there. So billions of dollars are gone now from companies that...shocker of shockers...are also investing heavily in military drone designs. That R&D needs funded by sales...sales that are going away.
Oh...on a related note to your point...I don't think anyone is on the forefront of battle-tested drone design more so than Ukraine. Sure would be nice to learn from their experience.
It's a Deal...and there is Art in it.
|
|
|
|
 |
Paw Master [17081]
TigerPulse: 100%
51
Posts: 17907
Joined: 2015
|
Liberals love them some defense contractors and hate EV's. Bizzaro world.***
2
Apr 24, 2025, 9:22 AM
|
|
|
|
|
|
 |
Paw Master [16574]
TigerPulse: 100%
51
Posts: 17964
Joined: 1999
|
You are being exceptionally obtuse this morning.***
2
Apr 24, 2025, 9:42 AM
|
|
|
|
|
|
 |
Clemson Conqueror [11393]
TigerPulse: 98%
46
Posts: 13826
Joined: 2021
|
Gotta start sometime to onshore the defense industries weapons & systems
Apr 24, 2025, 9:55 PM
|
|
Thanks to American presidential administrations since Clinton endorsed P.R.China’s entry into the WTO, every president (or, should I say, his handlers) whiffed on the strategic objective of maintaining redundancies in the supply chain for materials used to make America’s weapons and weapon systems.
Trump 45 had handlers, too. They undercut him at every opportunity.
Trump 47 knows the Administrative State’s game, and has taken the initiative to move quickly to start the process to re-create a ‘redundant’ supply chain (to complement the supply chain from non-American sources. Thus, the first (big steps) have started to re-secure America’s ability to make our own weapons even if foreign suppliers decide to put embargoes on us.
If done gradually, then the unfriendly national suppliers would have time to figure out a way to thwart America’s attempts to end-run them. By doing it suddenly, our foreign supply chain is stumbling to figure out a way to put up embargoes; to wit, P.R.C. trying to bully Korea into not reselling P.R.C. products which contain rare earth minerals to America. Instead of working silently and powerfully behind the #cenes to pressure Korea, P.R.C. has had an awkward public threat-negotiation to intimidate Korea.
*******
As for American weapons suffering from a ‘brand’ problem, watch and see the huge pending arms deal between American and India. Rumors of America’s demise as a global arms supplier powerhouse are greatly exaggerated.
|
|
|
|
Replies: 10
| visibility 652
|
|
|