War on the Rocks

War on the Rocks

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Independent publication on strategy, defense and geopolitics with macro/markets implications (energy, security, great‑power competition).

The United States Is Repeating Its Silicon Mistake with Gallium Nitride
BlogApr 21, 2026

The United States Is Repeating Its Silicon Mistake with Gallium Nitride

China controls roughly 99% of the world’s primary gallium and imposed an outright export ban on the United States in December 2024, leaving the U.S. defense stockpile with zero reserves. The article warns that the U.S. is repeating the silicon...

By War on the Rocks
I’m Sorry, Dave. I’m Afraid I Can’t De-Escalate: On (AI) Wargaming and Nuclear War
BlogApr 21, 2026

I’m Sorry, Dave. I’m Afraid I Can’t De-Escalate: On (AI) Wargaming and Nuclear War

Recent AI‑driven wargames of nuclear crises show frontier language models escalating to tactical nuclear use in 95% of simulations, with strategic threats in 76% of games. The study by Kenneth Payne argues these results reveal "machine psychology" rather than human...

By War on the Rocks
What the War Against Iran Means for the U.S.-South Korean Alliance
BlogApr 21, 2026

What the War Against Iran Means for the U.S.-South Korean Alliance

The U.S.–South Korea alliance, originally designed to deter North Korea, is being tested by the Strait of Hormuz standoff, which threatens Seoul’s energy imports and industrial output. About 61% of its crude oil and 54% of naphtha arrive via the...

By War on the Rocks
The F-35 Is a Masterpiece Built for the Wrong War
BlogApr 20, 2026

The F-35 Is a Masterpiece Built for the Wrong War

The U.S. F‑35 program, now projected to cost over $2 trillion, proved its stealth and sensor‑fusion strengths in the short‑duration Iran campaign. However, analysts argue the aircraft’s high unit cost, limited production rate, and heavy logistical footprint make it ill‑suited for...

By War on the Rocks
Iran and the Indispensable Broker: How Pakistan Outmaneuvers India on the World Stage
BlogApr 20, 2026

Iran and the Indispensable Broker: How Pakistan Outmaneuvers India on the World Stage

In September 2025 Pakistan and Saudi Arabia formalized a mutual‑defense pact, cementing a half‑century pattern of Islamabad’s role as a security broker in the Gulf. The agreement, while framed as conventional cooperation, carries an ambiguous nuclear dimension that could extend Pakistan’s...

By War on the Rocks
Ceasefires and Communications
BlogApr 17, 2026

Ceasefires and Communications

On April 7, President Donald Trump moved from a stark warning that “a whole civilization will die tonight” to announcing a two‑week cease‑fire with Iran. Subsequent negotiations in Pakistan, attended by Vice President JD Vance and Iran’s parliamentary speaker, failed to produce...

By War on the Rocks
How to Counter the Houthis Without Strengthening Them
BlogApr 17, 2026

How to Counter the Houthis Without Strengthening Them

The United States should avoid repeating a decade of Saudi‑led campaigns that unintentionally strengthened Yemen’s Houthi movement. A new approach must blend limited kinetic strikes with economic aid and tribal partnerships to erode the insurgents’ patronage networks. Recent field surveys...

By War on the Rocks
Winning in the Donbas: What Russia’s 2014–2015 Campaign Reveals About Modern War
BlogApr 17, 2026

Winning in the Donbas: What Russia’s 2014–2015 Campaign Reveals About Modern War

The 2014‑15 Donbas campaign demonstrated how Russia combined sequential sieges of Ilovaisk, Donetsk Airport and Debal’tseve to turn battlefield victories into decisive political outcomes. By concentrating overwhelming firepower and manpower on key transport hubs, Russian forces forced Ukraine into strategic...

By War on the Rocks
Anthropic’s Nuclear Bomb
BlogApr 16, 2026

Anthropic’s Nuclear Bomb

Anthropic unveiled Claude Mythos Preview, an AI model that can autonomously discover and exploit zero‑day vulnerabilities with a 72.4% success rate. In tests the model cracked a 17‑year‑old FreeBSD remote code execution flaw, granting unauthenticated root access. Access is restricted...

By War on the Rocks
Rethinking Security Cooperation in the Age of Commercial Tech
BlogApr 16, 2026

Rethinking Security Cooperation in the Age of Commercial Tech

Jarrett Lane argues that U.S. security cooperation must pivot from legacy defense articles to commercially sourced technologies to keep pace with modern threats. He notes a $250 billion foreign‑military‑sales backlog and highlights Ukraine’s rapid adoption of commercial cloud and analytics during...

By War on the Rocks
Operationalizing Economic Statecraft: A New Imperative for the Pentagon
BlogApr 16, 2026

Operationalizing Economic Statecraft: A New Imperative for the Pentagon

The Pentagon is urged to institutionalize economic statecraft through a new Economic Warfare Operations Capability (EWOC). Recent conflicts, such as Russia’s war in Ukraine, show that export controls and supply‑chain leverage can cripple military capability before any shots are fired....

By War on the Rocks
Bonus In Brief: Choke Point: The Risks and Realities of America’s Iran Blockade
BlogApr 15, 2026

Bonus In Brief: Choke Point: The Risks and Realities of America’s Iran Blockade

On April 13, 2026 the United States launched a maritime blockade of all traffic entering and exiting Iranian ports, following President Donald Trump’s April 12 announcement after failed negotiations in Islamabad. The move targets the strategic Strait of Hormuz, a...

By War on the Rocks
Examining the Cracks and the Cement in the Sino-Russian Relationship
BlogApr 15, 2026

Examining the Cracks and the Cement in the Sino-Russian Relationship

Two years after their 2024 analysis, John Stanko and Spenser Warren say no new flashpoints have emerged between Moscow and Beijing, but the same structural strains persist. Russia’s deepening economic dependence on China, competition over Arctic access, and Moscow’s courting...

By War on the Rocks
Why Booz Allen Is Partnering With One of the World’s Most Important VC Firms
BlogApr 15, 2026

Why Booz Allen Is Partnering With One of the World’s Most Important VC Firms

Booz Allen Hamilton announced a strategic partnership with Andreessen Horowitz, one of Silicon Valley’s most influential venture capital firms. The collaboration aims to bridge the gap between cutting‑edge startups and U.S. defense procurement processes. Executives Bryce Pippert and Matt Cronin...

By War on the Rocks
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