The Houtis, a Shia Islamic group, have been attacking ships in the Red Sea, hitting European ships, mostly carrying goods going between China and Europe. They use ballistic missiles plus cheap drones with great effect, targeted by an Iranian spotter ship in the Red Sea narrows, the Bab el Mandab. The US response is “Prosperity Guardian.” We’ve sent four missile destroyers. and the British one. These are arrayed along the entire coastline, too much coast for 5 ships to protect, and we try to shoot down drones and missiles. We manage to shoot down most of the missiles and and drones, but some always get through, and they mostly hit US and British targets. Recently the Maersk Detroit, a US flagged ship and 3 days ago, the British tanker, Marlin Luanda, shown below. It was carrying Russian naphtha headed for China. Some months ago, The Houtis kidnapped a British ship (Jewish owned) and took it to Yemen, as described previously.
British oil tanker, Marlin Luanda, on fire in the Gulf of Aden after being hit by an Iranian missile fired by Yemen’s Houthis. The tanker is hauling Russian naphtha, headed for China.
Iran supplies the missiles, and helps choose targets. According to Kissinger the aim of their attacks, and of the attacks on Israel, is to delegitimize Sunni Moslem countries like Egypt and Turkey that have made peace with Israel and the west. Whatever the motivation, Chinese and Russian ships are not targeted, but our ships are. We don’t attack the Iranian spotter for fear of starting a war. Instead we bomb Yemen, and protect ships carrying Chinese good and Russian oil. Currently 80% of the oil tanker transits of the Suez carry Russian oil (see below).
Most of the oil trade in the Suez is Russian — yellow line. Everyone else is shown in blue-black. It’s down to 0.5 ships per day, on average.
I don’t mind helping European countries get cheap Chinese goods, but I think the the main folks to pay should be the Europeans. We’re firing expensive anti-missiles and we’re showing the strengths and vulnerabilities to the Iranians, Chinese and Russians. Currently it’s our sailors who are at risk. The US trades with China too, but our China trade is not benefitted by ‘Prosperity guardian. Mostly our China trade avoids the Suez Canal, and comes around Africa to Savana or NY, or it comes across the Pacific, directly to Los Angeles. Our India trade most goes the same way. Some used to go through the Suez before the Houtis started attacking.
France and Japan have not joined prosperity guardian. Instead they have chosen to convoy their own flagged ships, even allowing the occasional stringer to tag along. Doing this, they use fewer ships, and it seems to work better than our approach. The picture at left shows a French courvair-escort escorting two French container ships. Note how much bigger the container ships are than the French warship. Should the Houtis’s missiles get too close to a French ship, I suspect that the French would retaliate hard. I think we should switch to following the French model and convoy-protect our shipping, plus whoever wants to tag along.
Map of Yemen and the Red Sea narrows.
Shipping, insurance rates have risen to about 1% of the cargo value. It’s now so expensive that no US cargo carrier will transit the area except when needed to supply our troops. At this point it’s worth asking, “Whose property are we guarding?” Also, is this really worth the lives of US sailors? If it is, why not hit the source of the problem — The Iranian spotter. The behavior of the French and Japanese makes sense to me. Biden’s behavior here does not.
Robert Buxbaum, February 6, 2024. Iran also funds and arms Hezbollah, a group that killed 3 US soldiers two months ago, and who killed several Kurdish allied troops in Syria just yesterday, and have shelled Israel intensely for months. IMHO, you want a few, well defended bases, not in harms way in Syria, but close enough to come back fast, in force.
I predicted dire times for China six years ago, when Xi Jinping amended the constitution to make himself leader for life, in charge of the government, the party, the military, and the banks. Emperor, I called him, here. It now seems the collapse has begun, or at least stagnation. Chinese history is cyclic. Good times of peace and plenty give rise to a supreme emperor whose excesses bring war and famine, or at least stagnation. The cycle repeats every 50 to 100 years. Since Nixon opened China in 1973, the country has seen 50 years of prosperity and spectacular growth, but the growth has stopped and may be in decline. The stock market (Shanghai Shenzen 300) peaked in 2021 and has declined 50% from there. It’s down 30% for the last 12 months to levels seen in December 2010. US growth seemed slower than China’s but it’s been more steady. The main US stock market, the S+P 500, has more than tripled since 2010, up 24.5% this year.
Five years of the Shanghai 300 index with hardly any change. There has hardly been change in 15 years. One could argue that the lost decade is here and on-going. .
Each year Chairman Xi’s behaves more dictatorial. Last year he arrested his predecessor, Hu Jintao in front of the Communist party. He now tracks all his citizens actions by way of face recognition and phone software, and gives demerits for wrong thinking and wrong behaviors. You lose merits by buying western cars or visiting western internet sites. Taking money abroad is generally illegal. Needless to say, such behavior causes people to want to take money abroad, just in case. Last week, Xi proposed a limit on video game playing and clamped down on banks, demanding low interest rates. This is bad for the gaming corporations and teenagers, and banks, but so far there are no protests as there is no war.
Kissinger said that war was likely, though. Xi is building the navy at a fast pace, adding fast surface ships, nuclear submarines, aircraft carriers, and new attack airplanes. They’ve added hypersonic missiles too, and added listening stations and bases. There’s now a naval base in Djibouti, at the entrance to the Red Sea, where they oversee (or promote?) Iran’s attacks on Western shipping. Then there are the new Chinese Islands that were built to take oil and fishing rights, and to provide yet more military bases on key trade routes. These could easily be a trigger for war, but so far just one military interaction in the region. Last month, the Chinese and Philippines navy clashed over fishing!
In the Gulf of Finland last Month, a Chinese ship, New New Polarbear, destroyed the offshore cables and gas pipes between Finland and Estonia, in protest of Finland’s entry into NATO. It’s belligerent but not war. Undersea cables are not covered by the UN charter, law of the sea. Then there is the evidence that COVID-19 was the result of Chinese bioweapon development, and the Chinese spy ballon that was sent over the US. We maintain at peace, but an unsettled sort of peace — is it a preface to war? Wars don’t have to be big war against the west or Taiwan, more likely is Vietnam, IMHO.
China’s negative population growth means that property values will drop along with product consumption. Kids buy stuff; old folks don’t.
News from China is increasingly unreliable so it’s hard to tell what’s going on. There were claims of a coupe, but perhaps it was fake news. Reporters and spies have been arrested or shot so there is no window on anyone who knows. There are claims of high unemployment, and COVID deaths, and claims of a movement to “lie flat” and stop working. Perhaps that was behind the ban on excessive gaming. Who knows? Xi claims that China is self sufficient in food production, but record food shipments from the US to China suggest otherwise.
Major businesspeople have disappeared, often to reappear as changed men or women. Most recently, Jimmy Lai, the Hong Kong clothing magnate, was indicted for sedition by tweets. Perhaps he just wanted to fire workers, or pay down debt, or move abroad (his daughter is). Many businesses exist just to make jobs, it seems. Not all of these businesses are efficient, or profitable. Some exist to violate US patents or steal technology, particularly military technology. I suspect that China’s hot new car company, BYD, is a money-losing, job factory, behind Tesla in every open market. Some 91 public firms have delisted over the last two years, effectively vanishing from oversight. Are they gone, or still operating as employment zombies. Will BYD join them? If China manages to avoid war, I have to expect stagnation, a “lost decade” or two, as in Japan saw from 1990 to 2010, as they unwound their unprofitable businesses.
A sign suggesting that a Chinese lost decade has begun is that China’s is seeing deflation, a negative inflation rate of -0.2%/year according to the world bank. It seems people want to hold money, and don’t want Chinese products, services, or investment. Japan saw this and tried a mix of regulation and negative interest rates to revive the interest, basically paying people to borrow in hopes they spend.
In Japan, the main cause of their deflation seems to have been an excess of borrowing against overvalued and unoccupied real estate. The borrowed money was used to support unprofitable businesses to buy more real estate. This seems to be happening in China too. As in Japan, China originally needed new lots of new apartments when they opened up and people started moving to the cities. The first apartments increased in value greatly so people built more. But now they have about 100% oversupply: one unoccupied or half-built apartment for every one occupied, with many mortgaged to the hilt against other overvalued apartments and flailing businesses.
Chinese Dept, personal and corporate match Japan’s at the start of the lost decade(s). Personal debt is at 150% of GDP, corporate debt is at65% of GDP, all propped up by real estate.
As in Japan 30 years ago, China’s corporate + personal debt is now about two times their GDP. Japan tried to stop the deflation and collapse by increased lending, and wasteful infrastructure projects. People in the know sent the borrowed money abroad confident that they would repay less when they repaid. We are already seeing this; low interest loans, money flowing abroad and a profusion of fast trains, unused roads, and unused bridges. I suspect most fast trains don’t pay off, as planes are faster and cheaper. These investments are just postponing the collapse. China is also seeing a birth dearth, 1.1 children per woman. This means that within a generation there will be half as many new workers and families to use the trains, or occupy the apartments. As the country ages, retirees will need more services with fewer people to provide them. China’s culture promotes abortion. China’s working population will decline for the next 30 years at least.
Japan came through all this without war, somewhat poorer, but unified and modern. It helped that Japan was a democracy, unified in culture, with an open press and good leaders (Abe). There was no collapse, as such, but 20 years of stagnation. China is a dictatorship, with a disunited culture, and a closed press. I think it will get through this, but it will have a much rougher time.
President Trump got into Hot Water with the Navy this week for his suggestion that they should go “back to god-damn steam” for their airplane catapults as a cure for cost over-runs and delays with the Navy’s aircraft carriers. The Navy had chosen to go to a more modern catapult called EMALS (electromagnetic, aircraft launch system) based on a traveling coil and electromagnetic pulses. This EMAL system has cost $5 Billion in cost over-runs, has added 3 years to the program, and still doesn’t work well. In response to the president’s suggestion (explosion), the Navy did what the rest of Washington has done: blame Trump’s ignorance, e.g. here, in the Navy Times. Still, for what it’s worth, I think Trump’s idea has merit, especially if I can modify it a bit to suggest high pressure air (pneumatics) instead of high pressure steam.
Tests of the navy EMALS, notice that some launches go further than others; the problem is electronics, supposedly.
If you want to launch a 50,000 lb jet fighter at 5 g acceleration, you need to apply 250,000 lbs of force uniformly throughout the launch. For pneumatics, all that takes is 250 psi steam or air, and a 1000 square inch piston, about 3 feet in diameter. This is a very modest pressure and a quite modest size piston. A 50,000 lb object accelerated this way, will reach launch speed (130 mph) in 1.2 seconds. It’s very hard to get such fast or uniform acceleration with an electromagnetic coil since the motion of the coil always produces a back voltage. The electromagnetic pulses can be adjusted to counter this, but it’s not all that easy, as the Navy tests show. You have to know the speed and position of the airplane precisely to get it right, and have to adjust the firing of the pushing coils accordingly. There is no guarantee of smooth acceleration like you get with a piston, and the EMALS control circuit will always be vulnerable to electromagnetic and cyber attack. As things stand, the control system is thought to be the problem.
A piston is invulnerable to EM and cyber attack since, if worse comes to worse, the valves can be operated manually, as was done with steam-catapults throughout WWII. And pistons are very robust — far more robust than solenoid coils — because they are far less complex. As much force as you put on the plane, has to be put on the coil or piston. Thus, for 5 g acceleration, the coil or piston has to experience 250,000 lbs of horizontal force. That’s 3 million Newtons for those who like SI units (here’sa joke about SI units). A solid piston will have no problem withstanding 250,000 lbs for years. Piston steamships from the 50s are still in operation. Coils are far more delicate, and the life-span is likely to be short, at least for current designs.
The reason I suggest compressed air, pneumatics, instead of steam is that air is not as hot and corrosive as steam. Also an air compressor can be located close to the flight deck, connected to the power center by electric wires. Steam requires long runs of steam pipes, a more difficult proposition. As a possible design, one could use a multi-stage, inter-cooled air compressor connected to a ballast tank, perhaps 5 feet in diameter x 100 feet long to guarantee uniform pressure. The ballast tank would provide the uniform pressure while allowing the use of a relatively small compressor, drawing less power than the EMALS. Those who’ve had freshman physics will be able to show that 5 g acceleration will get the plane to 130 mph in only 125 feet of runway. This is far less runway than the EMALS requires. For lighter planes or greater efficiency, one could shut off the input air before 120 feet and allow the remainder of the air to expand for 200 feet of the piston.
The same pistons could be used for capturing an airplane. It could start at 250 psi, dead-ended to the cylinder top. The captured airplane would push air back into the ballast tank, or the valve could be closed allowing pressure to build. Operated that way, the cylinder could stop the plane in 60 feet. You can’t do that with an EMAL. I should also mention that the efficiency of the piston catapult can be near 100%, but the efficiency of the EMALS will be near zero at the beginning of acceleration. Low efficiency at low speed is a problem found in all electromagnetic actuators: lots of electromagnetic power is needed to get things moving, but the output work, ∫F dx, is near zero at low velocity. With EM, efficiency is high at only at one speed determined by the size of the moving coil; with pistons it’s high at all speeds. I suggest the Navy keep their EMALS, but only as a secondary system, perhaps used to launch drones until they get sea experience and demonstrate a real advantage over pneumatics.
Robert Buxbaum, May 19, 2017. The USS Princeton was the fanciest ship in the US fleet, with super high-tech cannons. When they mis-fired, it killed most of the cabinet of President Tyler. Slow and steady wins the arms race.
