Tuesday, September 21, 2021

The Terrible 20s Emerge from the Fog


Ah, yes, The Terrible 20s. What if you had the leadership and malaise of the Carter Administration mixed in with the budgetary pressures of the Clinton Administration ... with a little bit of Biden Administration special sauce mixed in?

We're not even a year in to the Biden Admin still at the start of the 20s...so you know this was coming.  

Via Joe Gould at DefenseNews;

House progressives will have a few chances to hold down the defense budget this week, but it’s going to be an uphill fight.

The House is set to vote this week on two Democratic amendments to cut the fiscal 2022 National Defense Authorization Act’s $740 billion top line. One would reduce it by roughly 10 percent, and another would undo a $24 billion a plus-up the House Armed Services Committee passed earlier this month.

...

“We face imminent threats from the COVID pandemic, climate change, growing economic inequality, and systemic racial and ethnic inequities [and] also, domestic terrorism,” Lee said. “It is time to shift our spending priorities to meet these priorities. I personally support much larger cuts to the Pentagon budget.”

There are a few amendments to be voted on too;

- A prohibition on funding for the Air Force’s nascent Ground Based Strategic Deterrent — a next-generation intercontinental ballistic missile and its warhead, the W87-1 — from Rep. John Garamendi, D-Calif.

- A prohibition on U.S. military forces in Syria without approval from Congress within one year, from Rep. Jamaal Bowman, D-N.Y.

- A prohibition on U.S. military logistical and intelligence support for Saudi air forces conducting strikes in the Yemen civil war, from Rep. Ro Khanna. (A separate amendment from House Foreign Affairs Committee Chairman Gregory Meeks, D-N.Y., would bar U.S. sustainment and maintenance support for those forces, with certain exemptions.)

- The top line-lowering amendments are a proposed 10 percent cut (excluding salaries and health care of military personnel), from Rep. Mark Pocan, D-Wis., and proposed reduction of the defense authorization top line to the level requested by the president, from Rep. Barbara Lee, D-Calif.

The (D) have a razor thin margin in the House and odds are the cuts won't run the board - but the anti-military (D) also know their window is about to close as '22 comes up ... they will do their best.

There are some macro patterns that are on their side - some masked by the flood of fiat money to cover the response to COVID - a classic black swan event.

Just a reminder from almost a dozen years ago, let's look at what we discussed in 2010 about where we might be today; from my Feb 2010 phrase-coining post, Looking towards the "Terrible 20's";

Let's look at 2020 again. What else is happening in the 20s? Well, for one, we will have to find money to re-capitalized the SSBN fleet. I offer to you that the 20 JAN HASC SEF Subcommittee meeting has an outstanding money discussion about that challenge. Deputy SECNAV Work has also discussed this challenge in other venues, and I think he has a very firm grasp of the problem, as do most in positions to know.

You have to look at it in the broader context of the budget as well. The hangover in the 20s from this decade's drunken frenzy of spending will couple with another cohort of Baby Boomers retiring and putting stress on the budget in ways we still do not have a firm grasp on.

In 2020 - that ship built in 1990 will be at 30 years. That LCS built in 2009 will only have 9 years or so of service life (LCS is expected to only last 20-25 years) - so by the end of the 2020s, LCS will be dropping like flies.

When you consider that we will be limited this decade to LCS and DDG-51 for our non-amphib surface ship program (don't throw JHSV at me, that is just a truck - full stop - all else is spin and hope) - you have about a perfect story for the 20s of limited shipbuilding funds and a stunted fleet.

Stunted? If you continue to assume that CG(X) is dead, then you might get funding for the much needed DDG(X) follow-on for the DDG-51 class - might. That will be requested in light of the SSBN money sponge - and I don't see how with all the other needs in the 20's, we will be able to afford both a DDG(X) and a CG(X) - and there is a good chance that we will simply have to live with DDG-51 Flight III as our "new" platform through the beginning of the mid-21st Century.

I know that looking into the future is a fuzzy hobby. Heck, if you outlined in 2000 where we were in 2010 people would have said you were a nutty pessimist - so we can only see 2020 in very large, fuzzy pixels. The beginning of the mid-century (2030) is just a silly exercise in many ways - but one that needs to be done. There are known-knowns (DDG-1000 will be a rump, expensive class of ships, Ticos history, DDG-51 backbone, LCS decomm'n like flies), known-unknowns (will LCS even meet some of its promised ability and numbers, will DDG(X) be moving forward), and unknown-unknowns (Black Swan events), but still - 2020 is closer than we think, and there are economic facts that need to be looked at.

It was so clear then ... why so many people refused to see it, I have no idea.

Navalists will need to fight every battle. Every ant hill is a hill worth dying on. Keep up the fight and don't take the bait. 

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