Trump's team & the remarkable tale of the M10 tank

While Trump is stomping the world making desperate attempts to sate his Deal Lust at whatever cost to plausibility, partnerships, policy or prestige, business goes on in the vastness of the US government: and it seems possible not all of his appointees are complete dickheads.  I give you the youthful Army Secretary Dan Driscoll (wiki doesn't seem to know quite how old he is).

The M10 'Booker'.  Of no use to man nor beast

Upon taking office this chap has noticed that the M10 Booker program - a tank? an assault gun? an "armored infantry support vehicle"? - is, in any event, a costly dud.  And rather than soldier on regardless, as in many a similar circumstance over the decades, he has simply scrapped it, boldly and wisely stating that he ain't gonna fall for the Sunk Cost Fallacy.  

What a man! 

The soundness of his decision-making is of course compounded many-fold by the war in Ukraine, which signals as clearly as anything could that the weapons and doctrinal paradigms of the 20th Century are badly in need of 100% overhaul, not to say wholesale discarding.  In the race to do this effectively, every dollar spent on badly-procured, intrinsically obsolete stuff like the M10 is a dollar wasted, that could have been spent much better on something so completely different, it makes the head spin. 

In another excellent move, the US Army is not going to replace its 150,000 lumbering Humvees like-for-like.  For infantry purposes they are going instead for this - at a fraction of the cost.  

The Mad Max vibe obviously represents the future: see also the Russians abandoning the use of APCs for assault use - they get instantly malleted by Ukrainian drones - in favour of motorbikes on weaving courses to traverse the open fields between tree-lines.

I do feel sorry for the descendants of the two Booker families being commemorated.  Hopefully, they can take faint cheer from the wisdom of Driscoll's action.

Anyhow: to encounter a politician who properly understands the Sunk Cost Fallacy is a rare event, much to be applauded.  (Maybe there are other such people in Team Trump ..?)  As a matter of urgency, can Driscoll take Ed Miliband aside, please?  Hinkley Point, Sizewell, government-financed hydrogen projects etc etc, this means you.

ND 

How troubled is China about Trump's tariffs?

I mean, really troubled -?  Obviously, China has done very well out of the pre-existing "free trade" regime (everything is relative).  Obviously, the CPC (a) talks a good fight, and will always counterpunch stoutly as a reflex; and (b) ultimately doesn't mind imposing suffering on its people, provided the cause is sufficiently important strategically.

Whatever: they seem to have come to the table.  Sometimes the calm, confident-sounding bellicosity is a face-saving reflex.  Then again, Trump changes his story every day or so to maintain the spin on the wobbly plate of his bizarre policy-making, and is pretty keen on saving his own, errr, tanned face.  And as neutral venues go, Switzerland looks a bit more of a western location than, say, Singapore or Dubai would have done.  So far, so convenient for Trump's spin.

That said, there are a couple of other straws in the wind.  Firstly, following Xi's appearance in Moscow - a priceless morale-boost for Putin, so we know where the balance of obligations should now lie - and to China's serious annoyance, Russian online media have been showcasing clips of a tic of Xi's: he was spotted in Moscow letting his head drop a bit to one side, seemingly an involuntary slump before bringing himself back upright again.  It's been bruited about that this may be a sign of stroke, etc, yadder yadder.  Well, maybe he was just bored stiff: people are always speculating about health and striving for clickbait opportunities ... but, hey, this is Xi, the sole arbiter of Putin's future, in Russia, being poked by Russian media.  

And what it there's a soupçon of truth in it?

I'd say, the Taiwanese better start trembling.  That man wants them in the bag before he goes.  In all the crazy circumstances, who could be utterly amazed to wake up one morning to a fait accompli in the East China Sea?  Tariffs or no tariffs.

ND

Critical Mass: UK armed forces don't have it

We're potentially at a crucial juncture.  Enthused by his foreign adventures and how he is received overseas, Starmer talks openly about putting boots on the ground and planes in the air in Ukraine.  But he's also commissioning a review of our preparedness for a Russian attack at home.  ('But ...'?  Maybe that should be 'So' ...) 

Well let's save time & money and just tell him: we're horribly, horribly exposed.  No AA defence to speak of, for starters.  Much-denuded magazine depth.  Hugely vulnerable infrastructure.  Fewer battlefield drones than the Ukrainians expend in a day - and no experience or doctrine as to how to use the ones we have, past "experiments" having been a pitiful failure (Watchkeeper, this means you.)  No indigenous manufacturing capability to produce 90% of what we need.  Population demographics that could not underpin any type of call-up of the type needed to provide mass infantry.  (Don't be under any kind of illusion that drone warfare doesn't need many grunts at all.)

And - here's the biggie - no longer the critical mass in the standing army & navy (and probably not airforce, either) to mount either a major, sustained operation, nor a rapid build-up.  To the extent we are valued and even admired as a military power that can (genuinely) punch about its weight, it's because of (a) a number of specialisms that have - thus far - survived; (b) some plum overseas assets (Cyprus being top of the list); and (c) the ability to operate - thus far! - with the USA at our backs.  But - sustaining them gets progressively more difficult as critical mass seeps away.  Oh - and aside possibly from our increasingly worried Australian cousins, nobody is the slightest bit impressed by Gordon Bloody Brown's bloody aircraft carriers - a drain on the defence budget and an all-round vainglorious embarrassment.  

We've talked about critical mass before, in several contexts but most specifically including the military.  Here's a really interesting contribution on the subject.  Read it and weep.

Now, Starmer, how's your grandiose foreign policy / strategy looking? 

ND

Iberian blackout: all eyes on this one

Have been abroad this week, but fortunately not on the Iberian peninsular or southern France.  cascading blackouts like that are seriously no supposed to happen.  Speculation ahead of a proper post mortem is interesting only on an ad hominem basis: what explanation does a particular party instinctively reach for, and what does that tell us?

The continental TV I have been watching hasn't been slow to wonder whether grid decarbonisation doesn't have something to do with it, whilst carefully phrasing this as what "some people" are speculating.  Which suggests the green/progressive camp rather fears decarbonisation will ultimately feature in the account.  It kinda has to, because there is so much continual changing and tampering going on, and in the middle of all this, the Bad Thing has happened.

A couple of things are worth emphasising.  This genuinely is a very Bad Thing (albeit "could have been worse"), which isn't tolerable, even as a once-in-a-while event.  It's up there with Boeings operated by competent airlines that fall out of the sky.  Wholly unacceptable.

And: spin & framing notwithstanding, we will eventually get a proper account, which doubtless the greens (however technically ignorant) have been told.  There is a whole world of grid expertise out there, that (a) wants to know; (b) can detect BS at a thousand paces; and (c) won't be slow to let us all in on what's been found.  

ND  

Where do the smart, furtune-seeking graduates go?

The answer to this question goes in waves, according to the zeitgeist, and mirrored by the (ridiculous) starting salaries on offer.  Someone might put approximate years to these, but by my reckoning these are what we've witnessed over the past several decades, in rough chronological sequence of their peak vogue.  There's obviously overlap.

-  McKinseys and the like

-  Tech, of the NASDAQ tech-boom vintage: (various flavours during that run, but at one time B2B was the thing)

-  Investment banks

-  Green investment vehicles

-  Hedge funds

-  "Blockchain" (as a buzzword) /  crypto

-  Commodities trading (as a specific hedgie emphasis)

-  "AI" (as a buzz-phrase) / LLMs

Now, it seems, space flight has a massive vogue.  This one differs a bit, because to enter this field at least a high percentage of recruits will need to be decent engineers of one stripe or another - actual hard graft!  For some of the others, BS + "potential" were the criteria; although the ability to do Hard Sums also featured.

So - what do your bright young acquaintances all aspire after?  What is going to cream off / trendily waylay the next generation of ambitious wannabes?

ND