Precision-strike warfare is in part only as credible as your stockpiles. Waste munitions in a war of choice that in some categories take years to replace, and conventional deterrence in Europe and Asia degrades by default. So it’s fair to assume the security environment in both regions will grow even less stable in the years ahead.
‘The Trump administration has burned through “years” of critical munitions since the start of the war with Iran, said three people familiar with the matter, fuelling concerns about the rising cost of the conflict and the US’s ability to replenish...
Ukraine, as it turns out, has cards: the most advanced drone technology in the world
Missiles and mines are stressing the US war effort against Iran. Tehran’s drones and missiles are draining costly US munitions stockpiles. Now mines threaten to close the Strait of Hormuz—and hurt the global economy. I joined @bloombergtv to discuss: https://t.co/VN4egUfKmJ
“Trump’s choices are pushing Russia into unprecedented vassalage to China. Energy trade in renminbi, sanctions and China’s industrial dominance will leave the Kremlin with few options but to crawl even further into Beijing’s pocket,” writes @AlexGabuev https://t.co/ZQonXr6p8v
My view of the US bombing of the school in Iran being possibly (probably?) due to selection by Claude: 1. It's a tragedy. I hate seeing my country cause civilian deaths, especially kids. 2. LLMs are not 100% accurate or anything close...
The most annoying people now are those who keep saying the Iranian regime lies about everything, yet believe it when it says it will block the Strait of Hormuz—simply because it serves their agenda.
The stories that the admin/pentagon was blind sided by Iran closing the strait is the most outrageous oversight I have ever seen in war planning if true.
A discussion with @CondoleezzaRice — she visited the White house a week ago. Very helpful as she makes it clear that regime change is not only not the goal, but not even feasible, pointing out that autocratic regimes are...
Here’s decades of Netanyahu saying Iran is days away from making a nuclear bomb. https://t.co/i5X0wYscGm
He learned little/nothing from the drone warfare between Russia and Ukraine. Or the Houthis in the Red Sea. Or Hamas in Gaza against Israel. They ignored the Ukrainians when they said they have a defensive option against drones. Generals always prepare for the last...
Trump’s Plan for #Cuba Would Make the US the Island’s Patron My story tonight https://t.co/XiwNVUwIPt
How does the US not plan on the closing of the Strait of Hormuz when it executes a multi-week bombing campaign against Iran. https://t.co/PD1g7fvdte

I kid you not... The same White House that forgot that didn't realize that Iran might close the Strait of Hormuz, is now arguing (through Ron Vara) that the war is a good idea because it'll prevent Iran from closing...
Ukraine war is a glimpse into the future of warfare and everyone should be paying attention Photo of the year candidate here. (Jamming means drones increasingly use fiber optic wire, leaving frontline towns enveloped in a web of fiber)
12 days into Trump’s war and we get an objective. Also - “destroying Iran’s missiles”isn’t going to solve anything when they still have: -drones -control over the strait -nuclear fuel -khamenei leader (just more hardline)
Who knew that when Hegseth was talking about lethality he meant our planes crashing into each other?
Yes, I think the message is now loud and clear. The US Navy will escort vessels through the Strait as soon as the Strait is safe for navigation. 😅😅😅
While France wants to extend its nuclear umbrella, the far more likely outcome is a Europe where multiple countries build their own nukes. #eu #nuclear #geopolitics https://t.co/Msz4bhjb8H
The amount of war PROPAGANDA from the US military in 2026 is staggering….. a whole refuelling aircraft can’t just go missing, it was hit by Iran
Lots of people asking me my opinion on the Hormuz situation. The truth is I don’t really know what to think. But my inclination is to direct everyone to this link: https://t.co/YQsMAPHfJr
KC-135 Tanker Crashes In Iraq During Operation Epic Fury Sortie U.S. Central Command says two aircraft were involved in the incident and that a search and rescue effort is currently underway. https://t.co/kNmwYcORgp
Navy Is Firing Its Railgun Again After Abandoning It For Years The Trump class "battleship" has breathed new life into the Navy's railgun ambitions, which it previously shelved after hitting technical hurdles. https://t.co/vUjsBEgcLx
6 French soldiers injured in a drone attack on their joint base with Peshmerga forces in Makhmour, northern Iraq.

The International Energy Agency (IEA) just authorized a 400 million barrel reserve release to offset oil disruptions caused by the Iran war and the Strait of Hormuz blockade. That stabilizes markets—for now. However, with global demand at around 100 million...
The objectives are in fact clear and restated almost daily. Personally, I appreciate the U.S. taking steps to stop a 47 year war against the U.S., our troops, our interests so my son and my daughters do not have to...
Must read thread. Is CDS being stitched up? (Lose this CDS over a current conflict & what happens to preparing/procurement for a more serious punch-up a few years down the line if equipment/readiness has got worse?)
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
We break on DOD DOT&E report: The Pentagon testing office said it won’t get enough data to evaluate the combat effectiveness of the US’s first hypersonic missile until early next year https://t.co/GKrTRVb6BX
I agree with this analysis, "US military supremacy shines as China fails big in Iran, Venezuela [Pakistan]" @thehill https://t.co/jG7J0FVegY "China has become the laughingstock of the international community...In less than a year, their system has failed catastrophically in Pakistan, in Venezuela...
My buddy @NextNavy makes a great point. The @USNavy and @MSCSealift usually has one fleet tug in the area, the venerable USNS Catawba. But she arrived at Diego Garcia in the Indian Ocean on March 9. The new class of fleet...
Israel doesn’t not allow filming of damage to military infrastructure, they allow journalists to film damage to civilian infrastructure. He is a CNN Reporter showcasing the damage done by a Hezbollah Rocket to a home…. u can imagine what you...

Space-launch, defense propulsion manufacturer @Avio_Group reports record rev, profit, EBITDA for 2025 w/ Vega-C & Ariane 6 rocket successes . Launcher profit to fund buildup of US defense business. @esa @ASI_spazio @ArianeGroup @Arianesace.https://t.co/pdVgkR5CeO https://t.co/xHn1y6vHnp
Ah yes, Trump admin clearly always planned to for the Iran War to go this far and to have the Strait of Hormuz shuttered. That's why they didn't pre-plan any of the insurance facilities, SPR releases, or have enough naval assets...
Iran War: U.S. Navy will escort vessels through Strait of Hormuz as soon as ‘militarily possible,’ Bessent tells Sky News

Schizophrenia seems to be the only consistent messaging coming from the Trump administration on the justification for the Iran conflict.
The core issue with this is that the Iranian regime remains deeply fractured—there is no one voice in Tehran One group may agree to some deals for passage, but impossible to say that said deal will be honoured by the other...
Israel is not a member of NATO. NATO members are under no obligation to defend it, either militarily or legally.
We can bankroll another nation's warpath and burn $11B in a week but things like cancer research, food security, and fightin disease takes the back seat. Fascinating. Imagine what we could do with an added NSF budget worth just 30%...

SACs finest hour - Cuban Missile Crisis - 60(!) B-52s circling off the coast/borders of Soviet Union, notes Robert Hopkins. #avgeek https://t.co/AqRTUfjI3n
"Invert, always invert." -Charlie Munger For example, "Why isn't Saudi buying any and all such drones from the US?" There are only a few possible answers; none of them fit with US investor consensus views. 🤔 BN 03/12 15:35 *SAUDI ARAMCO IN TALKS...
𝗖𝗔𝗚𝗜 𝗪𝗲𝗹𝗰𝗼𝗺𝗲𝘀 𝗖𝗵𝘂𝗰𝗸 𝗕𝗿𝗼𝗼𝗸𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗦𝘁𝗲𝗲𝗿𝗶𝗻𝗴 𝗖𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗲 We are pleased to announce that Chuck Brooks has joined the Steering Committee of the Cybersecurity and AI Governance Initiative (CAGI). https://t.co/2nY9Uw5xfI
The Pentagon Papers revealed that the US Pentagon knew the Vietnam war was unwinnable by 1966 and yet kept sending US boys to die anyway... After 9 more years and ~55,000 more dead GI's, we were forced to hurriedly evacuate Saigon...
U.S. Navy Won’t Be Ready To Escort Tankers Through Hormuz For Weeks Escorting oil tankers in the strait is an incredibly high-risk mission, and might not even be enough to ensure their safe passage. We are live updating: https://t.co/ofZdY79JtI
So far we've spent $35 for every American on the war with Iran. Would you pay $35 for this war? https://t.co/e1KJve15MM
Not gonna sugar coat this and do not care if it costs me my new Pentagon press credentials and access to this administration. The left smeared my name in a major WAPO hit piece and the right can do the...
Hanoi took over the whole country 3 years after the peace deal. So your point is that more bombing could give Trump cover for pulling out without losing face? Interesting idea....
"These are Ukraine’s $1,000 interceptor drones the Pentagon [and now many countries] wants to buy." https://t.co/UK44ifiKp8 Through surviving daily Russian attacks / war crimes from missiles and drones with whatever means they could acquire comes an innovation that will save many...
America’s Strategic Oil Exports @WSJ Great and important read. I still believe the WSJ Editorial Board does some of the most balanced and informed analysis in the media. https://t.co/sxJ6f76VCl The International Energy Agency said Tuesday that its 32 member countries will...
If the regime holds on, what is to stop its missiles and drones from threatening tankers through the Strait of Hormuz? Its ability to impact energy prices would be enormous. https://t.co/Xu1MLsUQXz