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).

Airwaves of Power: Why the Pentagon Should Shift to a Commercial-First Spectrum Model
BlogApr 24, 2026

Airwaves of Power: Why the Pentagon Should Shift to a Commercial-First Spectrum Model

The Pentagon now occupies roughly 93% of U.S. mid‑band spectrum while commercial users hold only about 3%, a legacy of century‑old policy rather than current strategic need. A forthcoming FCC auction of 100 MHz in the AWS‑3 band and a larger...

By War on the Rocks
Presence or Capacity? The Coast Guard Can Have Both Through Small Boat Stations
BlogApr 24, 2026

Presence or Capacity? The Coast Guard Can Have Both Through Small Boat Stations

U.S. Coast Guard small‑boat stations, long entrenched in local communities, are politically difficult to close even when studies show overlapping coverage. Under Force Design 2028, the service will grow by about 15,000 personnel, prompting a need to repurpose existing stations as...

By War on the Rocks
Why Do Many Western Defense Tech Firms Struggle in Ukraine?
BlogApr 23, 2026

Why Do Many Western Defense Tech Firms Struggle in Ukraine?

Western defense technology firms have struggled to deliver effective solutions in Ukraine, as highlighted by Michael Kofman and Ryan Evans. The authors attribute shortfalls to poor implementation, sluggish feedback mechanisms, and a mismatch between design assumptions and battlefield realities. They...

By War on the Rocks
Seeing the Cyber in Economic Statecraft
BlogApr 23, 2026

Seeing the Cyber in Economic Statecraft

The blog argues that economic and cyber statecraft have become inseparable, with the U.S. financial system processing over $1 trillion of digital activity each day and facing escalating cyber threats. It highlights how the "defend forward" cyber strategy has moved the...

By War on the Rocks
Europe Might Sit Out In An Indo-Pacific War — But It Can’t Escape the Fallout
BlogApr 22, 2026

Europe Might Sit Out In An Indo-Pacific War — But It Can’t Escape the Fallout

Paul van Hooft and Tim Sweijs revisit their 2024 argument that a U.S.-China war over Taiwan would drag Europe into conflict, even if Europe stays militarily neutral. The 2026 U.S. National Defense Strategy now explicitly asks European allies to shoulder...

By War on the Rocks
When the Rules Fail: Tax Incentives and Defense Sustainment
BlogApr 22, 2026

When the Rules Fail: Tax Incentives and Defense Sustainment

The author proposes a tiered tax credit to steer private‑sector defense sustainment work toward government depots, aiming to preserve the organic industrial base’s workforce and surge capacity. Declining workload at depots, driven by procurement policies and IP constraints, threatens readiness,...

By War on the Rocks
Resilience Without Capacity: The Fatal Flaw in America’s New Cyber Strategy
BlogApr 22, 2026

Resilience Without Capacity: The Fatal Flaw in America’s New Cyber Strategy

The White House’s new cyber strategy pivots toward a resilience‑focused, competition‑driven posture and calls for offensive cyber tools alongside private‑sector participation. At the same time, the administration has slashed the Cybersecurity and Infrastructure Security Agency’s workforce by roughly one‑third, cutting...

By War on the Rocks
Why Iran Metabolizes the Pressure that Broke Venezuela
BlogApr 22, 2026

Why Iran Metabolizes the Pressure that Broke Venezuela

The article argues that U.S. policymakers misread how external pressure works on Iran, confusing it with the Venezuelan case. Iran’s resilience stems from a theocratic “resistance economy,” dual security structures, and control of the Strait of Hormuz, which absorb and...

By War on the Rocks
How the War in Iran Is Affecting Its Northern and Eastern Neighbors
BlogApr 21, 2026

How the War in Iran Is Affecting Its Northern and Eastern Neighbors

The U.S.–Israeli war with Iran, which began on Feb. 28, is rippling beyond the Gulf, affecting Iran’s northern and eastern neighbors. In Armenia, trade through the Meghri crossing has stalled and Indian arms shipments routed via Iran are on hold, creating...

By War on the Rocks
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...

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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...

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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
Silent Killers, Not Signals: Why States Use Poison in Assassinations
BlogApr 15, 2026

Silent Killers, Not Signals: Why States Use Poison in Assassinations

The death of Russian opposition leader Alexei Navalny in 2024 was traced to the rare frog toxin epibatidine, reviving scrutiny of state‑sponsored poison assassinations. Recent analyses show that poisons are chosen for covert lethality and deniability, not theatrical signaling, a...

By War on the Rocks
The Demise of Strategic Planning in Israel
BlogApr 15, 2026

The Demise of Strategic Planning in Israel

The article argues that Prime Minister Benjamin Netanyahu’s coalition has systematically dismantled Israel’s strategic planning apparatus, replacing professional analysis with a loyalist echo chamber. By appointing political allies to key security posts and sidelining independent bodies, the government has limited...

By War on the Rocks
Hungary Turns a New Page
BlogApr 14, 2026

Hungary Turns a New Page

Hungarian Prime Minister Viktor Orbán conceded defeat on April 12, ending 16 years of rule after his Fidesz party lost its parliamentary majority. The centre‑right Tisza party, led by Peter Magyar, is projected to hold a two‑thirds supermajority and has...

By War on the Rocks
The Bromine Chokepoint: How Strife in the Middle East Could Halt Production of the World’s Memory Chips
BlogApr 14, 2026

The Bromine Chokepoint: How Strife in the Middle East Could Halt Production of the World’s Memory Chips

The global memory‑chip supply chain hinges on bromine, a specialty chemical sourced almost entirely from Israel. South Korea imports 97.5% of its bromine, which is converted into semiconductor‑grade hydrogen bromide (HBr) gas used to etch DRAM and NAND flash chips....

By War on the Rocks
Strategy Without Hubris: How China Rose by Managing America’s Reaction
BlogApr 14, 2026

Strategy Without Hubris: How China Rose by Managing America’s Reaction

Oriana Skylar Mastro’s book *Upstart* argues that China’s rise was driven by a calibrated strategy that managed U.S. reactions rather than overt confrontation. Beijing alternated between emulating, exploiting, and entrepreneurial moves—joining WTO, expanding UN peacekeeping, and launching the AIIB—to gain...

By War on the Rocks
Bankova, Budapest, and Bunnies
BlogApr 13, 2026

Bankova, Budapest, and Bunnies

Ukraine’s expanding drone and missile campaign is exposing a severe shortfall in Russia’s air‑defense missile stockpiles, especially beyond the heavily protected Moscow region. Sources say interceptor systems are concentrated around the capital, leaving areas such as Crimea vulnerable to increasingly...

By War on the Rocks
Can a New Bridge Finally Save the Pentagon’s Best Ideas?
BlogApr 13, 2026

Can a New Bridge Finally Save the Pentagon’s Best Ideas?

The article proposes an "innovation insertion increment" for DoD portfolio acquisition executives, earmarking flexible capital to transition proven commercial prototypes into operational capability. It cites historic breakthroughs—Rickover’s nuclear submarine reactor, SpaceX’s reusable booster, and SpektreWorks’ low‑cost combat drone—as examples of...

By War on the Rocks
Regime Change in Iran, Underpants Gnomes, and the Phase II Problem
BlogApr 13, 2026

Regime Change in Iran, Underpants Gnomes, and the Phase II Problem

President Donald Trump and Prime Minister Benjamin Netanyahu launched the Iran conflict with explicit calls for regime change, urging Iranians to overthrow the Islamic Republic. A month‑long ceasefire has paused hostilities, but the original objective remains unfulfilled as the war’s...

By War on the Rocks
The Future Soldier Loadout: Smarter Gear or Dead Weight?
BlogApr 10, 2026

The Future Soldier Loadout: Smarter Gear or Dead Weight?

The next generation of U.S. infantry will be equipped with tightly integrated human‑machine systems that blur the line between soldier and technology. Wearable sensors, augmented‑reality helmets, and powered exoskeletons aim to boost situational awareness, endurance, and survivability. However, weight, power...

By War on the Rocks
Disperse to Survive: The Logic of French Forward Deterrence
BlogApr 10, 2026

Disperse to Survive: The Logic of French Forward Deterrence

French President Emmanuel Macron unveiled a new "forward deterrence" doctrine that would temporarily disperse France’s nuclear‑capable Rafale B/F3‑R fighters to allied European bases. The plan stresses strategic‑only use of nuclear weapons and aims to boost survivability of the airborne leg...

By War on the Rocks
Iran’s Other Front: The War Over the Internet
BlogApr 10, 2026

Iran’s Other Front: The War Over the Internet

Iran imposed a near‑total internet blackout after the Feb. 28 strikes, cutting 98% of traffic and leaving 90 million citizens offline. Volunteer proxy networks such as Psiphon’s Conduit and Tor’s Snowflake surged, reaching 9.6 million daily Iranian users and 5 million connections on Feb. 27....

By War on the Rocks
Update From the Battlefield: Drones, Distance, and Diminishing Returns for Russia
BlogApr 9, 2026

Update From the Battlefield: Drones, Distance, and Diminishing Returns for Russia

Michael Kofman and Ryan Evans assess the Russo‑Ukrainian war’s evolving dynamics, highlighting how pervasive drone warfare has turned the front into a sprawling, dispersed kill zone. Russian infiltration tactics are yielding diminishing returns, failing to secure lasting territorial gains. Ukraine is...

By War on the Rocks
What Is Strategic Rivalry? Why Should We Care?
BlogApr 9, 2026

What Is Strategic Rivalry? Why Should We Care?

The article distinguishes strategic rivalry from strategic competition, noting that rivalries involve repeated, high‑stakes conflicts that account for roughly 80 percent of wars. It identifies China, Russia and Iran as the United States’ current strategic rivals, each employing gray‑zone tactics or...

By War on the Rocks
Iran’s Asymmetric Counterair Campaign: Attacking the U.S. Air Force’s Nests and Eggs
BlogApr 9, 2026

Iran’s Asymmetric Counterair Campaign: Attacking the U.S. Air Force’s Nests and Eggs

Iran has launched an asymmetric counter‑air campaign using drones and ballistic missiles, striking U.S. assets across the Gulf. In late March it destroyed an E‑3 AWACS and damaged multiple KC‑135 tankers at Prince Sultan Air Base, following earlier attacks on...

By War on the Rocks
How NATO’s Air Defense Future Is Unfolding
BlogApr 8, 2026

How NATO’s Air Defense Future Is Unfolding

In a 2024 piece, Shaan Shaikh outlined three possible paths for NATO’s air and missile defense: a NATO‑led approach, a European‑led common procurement strategy, and maintaining the current federated model. Two years later, the European‑led vision is materialising fastest, driven...

By War on the Rocks
How This Precision Weapon Reengineered Modern War
BlogApr 8, 2026

How This Precision Weapon Reengineered Modern War

Jeffrey E. Stern’s new book, *The Warhead*, spotlights the Paveway laser‑guided bomb, a modest yet transformative precision weapon that reshaped how the United States conducts air power. By offering inexpensive, accurate strikes, Paveway let policymakers intervene with reduced political risk...

By War on the Rocks
The Campaign Ends at the Breach: Lessons From Ukraine on Why Armies Fail
BlogApr 8, 2026

The Campaign Ends at the Breach: Lessons From Ukraine on Why Armies Fail

The 2023 Ukrainian counteroffensive stalled when engineers failed to open a lane at the Novodarivka breach, halting the broader campaign despite ample ammunition and fuel. Historical cases such as the Remagen bridge and Operation Market Garden reinforce that a successful...

By War on the Rocks
The Iran War’s Widening Impacts in the Middle East and North Africa
BlogApr 7, 2026

The Iran War’s Widening Impacts in the Middle East and North Africa

Recent hostilities between Iran and Israel have spilled across the Middle East and North Africa, prompting direct attacks on Gulf states, Iraq, Jordan, and a ground invasion in southern Lebanon. Experts highlight how the conflict reshapes dynamics in Yemen, where...

By War on the Rocks
The Hidden System Turning Chinese Tech Companies Into Military Suppliers
BlogApr 7, 2026

The Hidden System Turning Chinese Tech Companies Into Military Suppliers

Chinese robot maker Unitree, which controls over 60% of the global quadruped market, has been quietly integrated into China’s military‑civil fusion system despite an earlier anti‑weaponization pledge. State designations, tax breaks and university procurement channels have funneled its affordable robot...

By War on the Rocks
Closing the Air and Missile Defense Gap in the Indo-Pacific
BlogApr 7, 2026

Closing the Air and Missile Defense Gap in the Indo-Pacific

The United States burned through roughly 100‑150 upper‑tier missile interceptors during the 12‑day Iran‑Israel conflict, depleting about a quarter of its global stockpile. Modeling by the Stimson Center warns that, in a Pacific clash with China, U.S. Patriot and terminal‑phase...

By War on the Rocks
Iran’s Anti-Access and Area Denial Strategy Is Cruder Than China’s But Still Dangerous
BlogApr 7, 2026

Iran’s Anti-Access and Area Denial Strategy Is Cruder Than China’s But Still Dangerous

Iran has built a three‑layer anti‑access/area‑denial (A2/AD) architecture that mirrors China’s concept but is tailored to its limited resources. The system spans forward‑basing infrastructure, the Strait of Hormuz and Bab el‑Mandeb chokepoints, and the Persian Gulf itself, relying on a large...

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Reopening the Strait of Hormuz & Saving Downed Pilots
BlogApr 6, 2026

Reopening the Strait of Hormuz & Saving Downed Pilots

Retired admirals Jamie Foggo and John “Fozzie” Miller discussed how Iran has effectively throttled the Strait of Hormuz and what it would take to restore freedom of navigation. Their analysis covered threats such as mines, drones, missiles, and the potential...

By War on the Rocks
Are Perceptions the Reality?
BlogApr 6, 2026

Are Perceptions the Reality?

Ukrainian analyst Tetiana Chornovol argues that multi‑story concrete high‑rise buildings have become the most vital asset in modern drone warfare, providing durable shelters and operational bases. She contends that forests, trenches, and private homes are easily detected and destroyed, making...

By War on the Rocks
The Age of Unlearning: How Democracies Lost Their Grip on Strategic Time
BlogApr 6, 2026

The Age of Unlearning: How Democracies Lost Their Grip on Strategic Time

The United States has been steadily dismantling long‑term strategic institutions, from the temporary elimination of the Pentagon’s Office of Net Assessment to steep cuts at the Office of the Director of National Intelligence and the Cybersecurity and Infrastructure Security Agency....

By War on the Rocks
Sharpening Signals and Reducing Noise for Better Defense Budgets
BlogApr 6, 2026

Sharpening Signals and Reducing Noise for Better Defense Budgets

The article argues that the U.S. defense budget must serve as a clear, coherent signal to industry, integrating economic statecraft to preserve America’s competitive edge. Defense spending accounts for roughly 47% of discretionary federal funds, about $310 billion annually, making it...

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From Filament to Firepower: 3D Printing’s Impact on Warfare
BlogApr 2, 2026

From Filament to Firepower: 3D Printing’s Impact on Warfare

Additive manufacturing is reshaping small‑arms warfare by allowing non‑state actors to produce functional firearms and ammunition locally. Open‑source designs and affordable printers have turned 3D‑printed guns from novelty items into reliable, magazine‑fed weapons used in conflicts such as Myanmar’s civil...

By War on the Rocks