[kvuj]

> “We don’t know who their vendors are,” he said, adding that beyond a few steps in long chains of subcontractors, “nobody actually knows who’s providing these metals, these minerals, the parts. And it just becomes a maze.”

So how can you predict the impact on the US defense industry? How can you predict it will be strangled?

What the hell is this shitty article that doesn't use a single hard number? No graphs, no prediction based on previous wars, no investigative dig into the supply chains...

[defrost]

It's more or less a near direct do over of the original source from Westpoint Military Academy.

The Chokepoint We Missed: Sulfur, Hormuz, and the Threats to Military Readiness https://mwi.westpoint.edu/the-chokepoint-we-missed-sulfur-ho...

It's reasonable to assume that a fuller version exists in which Morgan D. Bazilian and Macdonald Amoah lay out the background data which Lt. Col. Jahara “Franky” Matisek et al have seen.

  Morgan D. Bazilian is the director of the Payne Institute for Public Policy and professor at the Colorado School of Mines, with over thirty years of experience in global energy policy and investment. A former World Bank lead energy specialist and senior diplomat at the UN, he has held roles in the Irish government and advisory positions with the World Economic Forum and the International Energy Agency. A Fulbright fellow, he has published widely on energy security and international affairs.

  Macdonald Amoah is an independent researcher with interests across critical mineral supply chains, advanced manufacturing gaps, the industrial base, and geopolitical risks in the mining sector.

  Lt. Col. Jahara “Franky” Matisek (PhD) is a US Air Force command pilot, nonresident research fellow at the US Naval War College, and senior fellow at the Payne Institute for Public Policy, and a visiting scholar at Northwestern University. He is the most published active duty officer currently serving, with over 150 articles on industrial base issues, strategy, and warfare.

[kvuj]

Those are some serious qualifications and the linked article shows quite a few examples, but I would still like to be shown data instead of a appeal to authority.

Maybe I'm just used to high quality reporting on the subjects I read like Irrational analysis or Chips and cheese where a minimum of 10 graphs are needed for any deep dive.

[defrost]

> but I would still like to be shown data instead of a appeal to authority.

Sure .. 18 years ago you could have logged into the W.Australian mineral intelligence company Interria and seen such data - that business was sold to Standard & Poor and portaled there (and updated) for 14 years or so - recently it's no longer visible .. but such several such databases do exist .. I guess you just need the contacts and an account for access.

You can ask S&P, Rio Tinto and other majors, the Colorado School of Mines, US Military, the Chinese companies that were leaching data all those decades, ROSATOM (Russian Uranium) peers that track other minerals, etc.

[softwaredoug]

I’ve seen a lot of subreddits devolve into posting political rage bait articles plastered with ads and very little substance. I hope that doesn’t happen here.

[baal80spam]

> What the hell is this shitty article that doesn't use a single hard number? No graphs, no prediction based on previous wars, no investigative dig into the supply chains...

That's The Guardian for you, sir.