It’s Time for the US to Take Out Hezbollah and Houthi Anti-Ship Missiles

Christopher Bronk, Ph.D. and Gabriel Collins, J.D.

Suggested Citation: Christopher Bronk, Ph.D. and Gabriel Collins, J.D., “It’s Time for the US to Take Out Hezbollah and Houthi Anti-Ship Missiles,” National Security Note #1, 5 December 2023, collinsresearchportal.com

Violent non-state groups have spilled much American blood in the Middle East over the past four decades. The Beirut Barracks Bombing in 1983, the USS Cole attack in 2000, and Iran-backed insurgents in Iraq from 2004-2011 all inflicted tragedy. Now, our forces face a threat with even greater global consequences: advanced anti-ship missiles. American forces now find themselves deploying en masse near (and sometimes within) these lethal systems’ engagement envelopes.

Importantly, we know that violent non-state actors are willing to attack warships with these missiles. On the evening of July 16, 2006, a single missile–likely an Iranian Noor–flying about five meters above the water, struck the Sa’ar 5-class corvette INS Hanit as she conducted naval interdiction operations near Lebanon’s coast while Israel waged war against Hezbollah. The missile killed four Israeli sailors, but in an ironic twist, the same deck crane whose radar return helped attract the missile to the ship also absorbed most of the 165kg warhead’s explosive energy. This saved her from greater casualties and damage, and she returned to port under her own power. Hanit and her crew were lucky in this respect. The Cambodian-flagged, Egyptian-owned freighter, MV Moonlight was hit by a similar missile on the same evening as Hanit and eventually sank. Attacks by similar missiles sank the HMS Sheffield in 1982 during the Falklands War and crippled the USS Stark in the Persian Gulf in 1987.

Now imagine a similar scenario off Lebanon (or in the Red Sea) but instead of an Israeli corvette, the victim was a US Navy guided missile cruiser, destroyer, or aircraft carrier. And imagine that instead of an Iranian-made Noor missile that weighs less than a Smart Car hitting the ship at subsonic speed, the inbound projectile is a Russian-made P-800 Oniks that comes in high supersonic and weighs more than a Ford Raptor.

The threat is not hypothetical. Hezbollah leader Hassan Nasrallah recently “warned Washington…his group had something in store for the U.S. vessels deployed to the region.” This has been interpreted as Nasrallah brandishing Hezbollah’s Russian-built P-800 Oniks (known also by its export name, Yakhont) supersonic surface-to-surface missiles, which may have come from an allotment supplied to Syria in 2010. The P-800 represents a potentially grave threat to the large number of US naval units now on station in the Eastern Mediterranean.

Oniks is successor to the late Cold War-era P-700 Granit (NATO codename SS-N-19 Shipwreck), a missile that struck fear in the US Navy upon its deployment aboard Soviet submarines and surface ships in the 1980s. It is among the fastest cruise missiles currently deployed, with a top speed of Mach 2.6 and a range of up to 200km for export variants and considerably more for those deployed by Russia’s armed forces. Ukraine has faced the Oniks in attacks on Odesa and other littoral land targets. Ukraine’s air force spokesman stated of Oniks that, “It is difficult to fight with such missiles, but you can influence them in the end through electronic warfare.”

Only once have anti-ship missiles struck a US Navy ship–the USS Stark in 1987, where two Exocets killed 37 sailors, nearly sank the ship, and put it out of commission for over a year. The P-800 is the size of four Exocets and flies twice as fast. Such a strike would be catastrophic. And the loss it could inflict on US naval forces in the Middle East would impact the strategic balance in Asia physically through destroying/sidelining a key combat asset (or assets) and morally, by emboldening the PRC and affirming its decision to station similar types of weapons on the bases it has built throughout the South China Sea. Conversely, US pre-emptive strikes on Hezbollah and Houthi anti-ship assets would not only neutralize an acute threat, they would also send a strong message to Beijing, Moscow, Tehran, and others that the US will not tolerate revisionist actors’ threats to our men and women afloat.

Now is the time to send such a message. Since the attack on INS Hanit in 2006—the first case to our knowledge of a violent non-state actor successfully employing an anti-ship cruise missile—the threat has grown. Hezbollah has leveraged Syrian and Iranian assistance to amass stockpiles of increasingly advanced anti-ship missiles. Iran, in turn, has benefitted from Chinese and North Korean assistance and is very likely the source of anti-ship missiles proliferated to Yemen’s Houthi militants. The Houthis have used their anti-ship missiles, attacking the destroyer USS Mason and amphibious transport dock USS Ponce in 2016. The US Navy responded with Tomahawk missile strikes against three Houthi radar sites.

Iranian-backed proxies’ actions against American troops continue to escalate, with nearly 60 reported attacks against American forces in Iraq and Syria in the last few weeks. Some of these have come close to inflicting new tragedy. On October 26, an Iranian-backed militia launched a drone which struck a US barracks at the Erbil, Iraq. Fortunately, “the device laden with explosives failed to detonate and…only one service member suffered a concussion from the impact”, said the officials, who asked to remain anonymous to speak freely about the attack. The U.S. was lucky, they added, as the drone could have caused carnage had it exploded.” In early November, a US Reaper drone was shot down by Houthi air defenses off the coast of Yemen, a country over which such craft flew regular reconnaissance and strike sorties with only one prior reported shootdown.

The current steady drumbeat of escalation echoes aspects of the run-up to Hezbollah’s 1983 truck bomb attack that killed 241 Marines in Beirut. Dave Madaras, deployed to Beirut as a 22 year-old Marine recently told ReutersWe had rocket attacks, mortar attacks, before we got hit with the big bomb…Does history repeat itself?” American policymakers have the power to turn the direction of history. But it means making one of three choices, each with distinct complications. Option 1 is to withdraw from the region, Option 2 is to continue the current “small stick” defensive posture embodied by recent US airstrikes on virtually empty weapons storehouses in Syria, and Option 3 is to lean forward and send a robust message by striking Iranian proxies’ dangerous anti-ship assets before they can kill American sailors and damage/sink ships with them.

Israel could conceivably target these weapons systems independently, as it has done with hundreds of strikes on high-threat Iranian weapons shipments in recent years. But the proportional threat is far higher to the US given the global call on an increasingly short-handed US Navy. We cannot afford the loss of ships or people at this critical time of a Russia on the warpath and a “Decade of Maximum Danger” with China. Against that backdrop, the risks associated with pre-emptive strikes against Hezbollah and Houthi anti-ship missile batteries and facilitating equipment should come into focus as worth taking.

Anti-ship weapons that threaten maritime stability in the Eastern Mediterranean and Red Sea should be targeted. Standoff air strikes, cyber operations, or even direct action by special operations teams would be options available to the Biden Administration. US forbearance will likely be perceived as weakness, a position supported by the rising crescendo of attacks by Iranian proxies on American forces in the region. In contrast, use of force against Iranian proxy groups (and IRGC advisors that might accompany them) projects robustness that over time will rest deterrence on a firmer foundation and enhance prospects for lasting regional peace and stability.  Furthermore, these actions’ congruence with America’s longstanding commitment to upholding Israel’s security can help create space for accelerating real political negotiations to resolve the challenges in Gaza and the West Bank—the only sustainable long-term path to peace.

These long-term benefits will create near-term risks. Hostilities will likely flare with Hezbollah and the Houthis. US forces will likely have to conduct strikes that injure or kill IRGC and Syrian forces supporting Tehran’s proxies and possibly even members of Russia’s Wagner Group given its regional activities. Upfront risks notwithstanding, the price of inaction would likely be higher. The United States can act against the Iranian regime’s program of regional maritime destabilization now or after an incident involving a large loss of life and potentially, scarce ships. Better to get ahead of the problem and remove the most advanced anti-ship weapons fielded by Iranian proxies as soon as possible. As Ukraine’s news service said after Odesa was hit by ground launched Oniks missiles, “Ukraine’s most reasonable option is to destroy these launchers.” The US should do the same to those in the hands of Hezbollah and the Houthis.

Great Power Rivalry & Evolving Risks For Multinational Corporations

Suggested Citation: Gabriel Collins, “Great Power Rivalry & Evolving
Risks For Multinational Corporations
,” Ideas Deck, 27 November 2023, https://collinsresearchportal.com/wp-content/uploads/2023/11/collins_great-power-competition-and-evolving-risks-for-multinational-corporates_27-november-2023.pdf

The golden age of globalization that existed between 1991 and the mid-2010s has now decisively closed. Global trade is still vital and pockets of opportunities abound, but the geopolitical load that trade & transactions occur under is now far heavier than at any point since the Cold War era. Most of today’s business leadership class was formatively shaped by a world of relatively unfettered access to opportunity, one where political and geostrategic concerns took a back seat compared to production and transport economics. That world is now firmly in the rearview.

Geopolitical competition is now reasserting itself in a big way. Furthermore, the landscape is far more complex than it was during the Cold War, when the world was cleft into two large, relatively neatly defined blocs (three if you count the Non-Aligned Movement). Now, no matter where you are located or what you produce and trade, it’s almost impossible to avoid contact with the rival and intertwined Chinese and American commercial ecosystems and barring a massive war, this state of affairs looks likely to endure for decades to come. Welcome to “Great Power Rivalry & Evolving Risks for Multinational Corporations!” The full presentation can be downloaded here.

Beijing’s Bloodless Takeover of Taiwan’s Semiconductor Industry and How to Stop It

Suggested Citation: Collins, Gabriel and Andrew S. Erickson. 2023. Silicon Hegemon: Could China Take Over Taiwan’s Semiconductor Industry without Invading? Report no. 09.27.23. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://doi.org/10.25613/D4ER-0D37.

Full Report PDF here

A Scenario of Concern

Imagine the following hypothetical contingency:

August 1, 2027, 0600 CST, Beijing: Having achieved Xi’s Centennial Military Building Goal, China’s armed forces now offer their Commander-in-Chief a full toolbox of military capabilities regarding Taiwan. Xi insists as never before on changing cross-Strait conditions on his own terms. During this relentless ramp-up over the past several years, progressive intensification of an all-domain pressure campaign heightened fears in Taiwan. Efforts to address them amid increasingly polarized politics have opened up unprecedented vulnerabilities in Taiwan’s economy to PRC ownership and influence.

Beginning May 1, 2024, the PLA began intensive but intermittent live fire “exercises” around Taiwan. Hundreds of munitions have been fired at flying, floating, and subsurface targets offshore from the key avenues of approach to the island. Beijing issued notices to mariners and airmen to avoid the entire periphery of Taiwan. As exercises commenced, Xi personally spoke with the heads of key vendors and customers of Taiwan Semiconductor Manufacturing Company Ltd. (TSMC), United Microelectronics Corp. (UMC), and Powerchip Technology Corp. to assure them that shipments to and from those firms’ fabrication plants[10] as well as coal and gas shipments to power plants supporting the fabs are secure.

Beijing has demanded that aircraft seeking to land in Taiwan first land at the Xiamen Gaoqi International or Quanzhou Jinjiang international airports and that ships first call at PRC ports or anchor in an inspection zone off the coast of Fujian province for inspection. Other vessels and aircraft have been intercepted offshore by PRC “safety escorts” and ordered to exit the area.

Many shippers have avoided sailing into the area following warnings from their London-based insurers, and most air cargo services have halted operations for as long as PRC military activities continue in Taiwan’s vicinity. As food and fuel stockpiles dwindle and unemployment rises, Taiwan faces an internal political crisis, and voices supporting accommodation with Beijing are gaining strength. Meanwhile, the White House has so far refused to have U.S. military assets transit PRC exercise exclusion zones to uphold freedom of navigation.

This morning the heads of China’s National Integrated Circuit Industry Investment Fund and Semiconductor Manufacturing International Corporation called TSMC’s chairman with a private offer: They have a line of credit from China Investment Corporation to purchase a 51% controlling stake in TSMC, whose market capitalization has fallen from $700 billion at the onset of China’s action to $300 billion now. If TSMC and Taipei accept the deal, Beijing has pledged upon its financial closing to defend all future air and sea traffic in and out of the island. Alternatively, it may continue unspecified “exercises” for weeks or months to come.

Such a gambit could tempt Beijing with a favorable risk/reward balance…Full Report

Deeper China-Russia Strategic Cooperation: Impacts in the Arctic and North Pacific

Given recent Sino-Russia flotilla steaming through Aleutians vicinity, it makes sense to carve out a subsection of our Naval War College Review article on cooperation between the countries late last year.

The “stuck in traffic” version is about six lines below these words. For the “nightstand reading” full edition, go to: Andrew S. Erickson and Gabriel B. Collins (2022) “Putin’s Ukraine Invasion: Turbocharging Sino-Russian Collaboration in Energy, Maritime Security, and Beyond?,” Naval War College Review: Vol. 75: No. 4, Article 8. https://digital-commons.usnwc.edu/nwc-review/vol75/iss4/8

Key Threat Vectors…

Beyond the realm of technology and intelligence, there is one major military advantage that Russia conceivably could offer to China: naval, and possibly air, basing access in geographies of high strategic interest. China seeks overseas basing and access in a range of countries, but none of the current or likely additional near-term locations have airfields yet.[i] Occasional access to Russian airfields could enable Chinese Y-20s to refuel or have crew rest, thereby extending options for military diplomacy, noncombatant evacuation operations (NEOs), and other activities farther from China.

For more-sensitive military aviation operations, access to Chuguyevka Air Base north of Vladivostok (from whence Viktor Belenko defected by flying his MIG-25 to Hakodate, Japan, in 1976) or the Dolinsk-Sokol Air Base on Sakhalin (from whence came the Su-15 that shot down commercial airliner KAL 007 in 1983), Yelizovo in southern Kamchatka, or Klyuchi in northern Kamchatka all would be relevant for establishing new PLA aerial vectors of approach to Japan or to reconnoiter/interdict American air approaches from Alaska, including the Aleutians. Some of these could require infrastructure upgrades to host a PLAAF presence. But as a general premise, facilities that hosted Soviet tactical aircraft (or continue hosting the Russian Air Force today) could immediately–or with some minor upgrades–be configured to host Chinese airframes that in the case of the J-11/15/16 series are very nearly members of the Russian Flanker family.

On the naval side, access to Russian Pacific Fleet facilities would facilitate a sustained PLAN presence in the Sea of Japan. The most strategically meaningful step for Moscow would be to grant PLAN SSBN access to Russia’s two major submarine ports: the Rybachiy submarine base near Petropavlovsk on the Kamchatka Peninsula in the Pacific and the Sayda-Guba (Sayda Bay) submarine base on the Kola Peninsula in the Barents Sea. Cold War operations may suggest a limited-access model: U.S. SSBNs used to operate out of Holy Loch, Scotland, and Rota, Spain, but still pulled in to Faslane, Scotland from time to time. They were not homeported there, but access allowed them logistical support to operate better and far forward. Alternatively, to operationalize such an opportunity fully, particularly given current limitations in Russian infrastructure, the PLAN conceivably might seek a dock and dry dock at Rybachiy, or Sayda-Guba, or both, and it might base a submarine tender there—all highly visible signs for which to monitor. Even if Chinese submarines used Russian infrastructure to try to maintain a lower profile, the exposed open-air piers of Rybachiy or Sayda-Guba would permit regular overhead observation via optical and synthetic-aperture radar satellites, among other means.

A major appeal of Russian port access would be to allow PLAN SSBNs to operate within protected bastions from which their submarine-launched ballistic missiles (SLBMs) could range key targets while minimizing U.S. and allied submarines’ ability to track, trail, and hold them at risk. China doubtless is extending the range of its JL-2 and next-generation JL-3 SLBMs, including by replacing aluminum skin with lighter composite materials, but it has not yet demonstrated mastery of SSBN quieting and clearly lacks experience. Type 094 SSBNs seem too noisy for effective open-ocean deterrence patrols.[ii]

Within a bastion in the Sea of Okhotsk that Russia works so hard to protect, China could deploy SSBNs with next-generation JL-3 SLBMs that might well have range to reach anywhere in the continental United States, including Washington, DC, via great-circle routes. Rybachiy also would offer proximity to Arctic sea-lanes in which PLAN strategists have expressed great interest for naval presence in general and potential incipient submarine operations in particular. The Kamchatka Peninsula port is navigable year-round for priority vessels such as submarines that could have icebreakers assigned to them to clear channels through any ice. While Sayda-Guba is far from China, it lies within a bastion that Russia has even greater capacity to protect, and it would allow even range-limited JL-2 SLBMs to cover Europe fully and most of North America.

The Pentagon’s 2019 China report states that “a strengthened Chinese military presence in the Arctic Ocean . . . could include deploying submarines to the region as a deterrent against nuclear attacks.”[iii] The Russian military historian Alexander Shirokorad articulates precisely such an approach. After highlighting the challenges that PLAN SSBNs face in operating undetected in Asia-Pacific waters and in covering the continental United States, he suggests, “In venturing to the Arctic, the Chinese ‘immediately kill two birds with one stone’: significantly decreasing vulnerability and simultaneously reducing the distance to potential targets.”[iv]

At a minimum, the following low-end model appears to be relatively likely: China has not learned lessons of operations in the Far North yet, it aspires to be there for competition and to protect northern passage sea-lanes for PRC trade, and it wants to develop a partnership that may facilitate technology transfer from Russia (particularly if economically advantageous). If Russia and the United States, and any other nation, are going to operate there, then—even if only for the peer recognition—China will want to operate there also. It may do so only episodically (annually), with perhaps a cooperative visit to Rybachiy, such as during a {LSC}Vostok exercise. With further development of land-attack cruise missiles (LACMs), the PLAN could extend reach and threat axes, but it is probably better suited to operations in the northwest Pacific and even the northern Pacific.

…And Potential Limitations

Sino-Russian interactions over the past decade concerning the Arctic have been more tense than would be expected from countries that truly saw each other as strategic partners. For instance, Russia blocked Chinese vessels from conducting surveys along the Northern Sea Route in 2012 and in 2020, and Russian officials arrested the head of the Arctic Civic Academy of Sciences on charges of providing classified information to PRC intelligence entities.[v] On the basis of recent trends, it appears that Russian distrust will modulate Sino-Russian Arctic cooperation aside from very specific areas, such as investment in energy facilities. PRC access to Arctic-adjacent submarine facilities would be a game changer sufficient to warrant continued close observation, although the probability of such events manifesting appears uncertain. Time will tell. Russian behavior in the South China Sea may offer a glimpse of at least one plausible future for Sino-Russian Arctic interactions. Rosneft’s Vietnamese subsidiary has continued drilling within Vietnam’s exclusive economic zone (EEZ) despite PRC displeasure and China Coast Guard harassment. Russian Foreign Minister Sergei Lavrov apparently declined a 2019 request by PRC Foreign Minister Wang Yi to halt Rosneft’s drilling in that area.[vi] The self-interest governing the actions of Russia—and its parastatal firms—as well as the geopolitical dimension would be magnified in the Arctic region. Unlike the distant South China Sea, the Arctic is a proximately located zone of high importance to Russian economic and national-security interests.


[i] DoD 2021,pp. xi, 130–32.

[ii] “Submarine Quieting Trends,” in The People’s Liberation Army Navy: A Modern Navy with Chinese Characteristics (Suitland, MD: Office of Naval Intelligence, August 2009), p. 22, available at irp.fas.org/; The People’s Liberation Army Navy: New Capabilities and Missions for the 21st Century (Suitland, MD: Office of Naval Intelligence, 2015), pp. 16–17, available at http://www.oni.navy.mil/.

[iii] U.S Defense Dept., Military and Security Developments Involving the People’s Republic of China 2019 (Washington, DC: Office of the Secretary of Defense, 2 May 2019), p. v.

[iv] Александр Широкорад [Alexander Shirokorad], “Борьба за Арктику нарастает: Зачем Китаю необходимы новые районы боевого патрулирования подводных ракетоносцев” [The Fight for the Arctic Is Escalating: Why China Needs New Submarine Patrol Areas], Независимое военное обозрение, [Independent Military Review], 17 May 2019, nvo.ng.ru/; and translation of quotation from Lyle J. Goldstein, “Chinese Nuclear Submarines Could Soon Be Visiting Russian Arctic Ports,” National Interest, 15 November 2020, nationalinterest.org/. Shirokorad hypothesizes extensively and gets some key points wrong, which are not addressed in Goldstein’s analysis. Shirokorad suggests incorrectly that operating under pack ice is an important advantage for Russia’s Northern Fleet, whereas in fact under pack ice there is no sea state (by definition); little to no shipping, therefore minimal background noise; and thus, little acoustic concealment. The real Northern Fleet benefit is operating not under multiyear pack ice but in the marginal ice zone, which has very high background noise—from wind, ice collision, and shipping.

[v] Jeremy Greenwood and Shuxian Luo, “Could the Arctic Be a Wedge between Russia and China?,” War on the Rocks, 4 April 2022, warontherocks.com/.

[vi] The authors thank Professor Alexander Vuving for these insights.


US LNG Is a National Security Asset

The United States’ rich domestic energy resource base and the industrious drillers, financiers, and service company folks that bring those molecules to market play a critical national security role. Unlike most other major global suppliers, LNG cargoes leaving US ports are purely the product of private enterprise by a supply web counting thousands of firms. But the flow is a national asset nonetheless.

Gas is emerging as the bridge between the energy portfolio of today, that of 2030, and that of 2050 and beyond. It is the most powerful force humanity has found yet for displacing coal use and setting the energy economy on a structurally lower-emissions path.

Gas is a geoeconomic force multiplier. US gas helps chip away at coal use in China. It also empowers American manufacturers through lower energy costs. American gas abundance also helps insulate our friends and partners abroad from Russian energy coercion.

Regardless of one’s ideological persuasion, it is likely to remain a centerpiece of American (and global) energy security for a long-time to come. And there is likely even more and better to come. By 2028, US LNG exporters could plausibly have the capacity to put considerably more gas into the global market than Russia’s Europe-bound pipelines did before Moscow’s ongoing war against Ukraine.

Further Reading

–Steven Miles and Anna Mikulska, “Who’s To Blame For Exorbitant Natural Gas Prices In Europe? Hint: Maybe Not Who You Think,” Commentary, 26 October 2022, https://www.bakerinstitute.org/research/whos-blame-exorbitant-natural-gas-prices-europe-hint-maybe-not-who-you-think

–Gabriel Collins, Anna Mikulska, and Steven Miles. 2022. Winning the Long War in Ukraine Requires Gas Geoeconomics. Research paper no. 08.25.22. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://www.bakerinstitute.org/research/winning-long-war-ukraine-requires-gas-geoeconomics-0

–Miles, Steven R. and Gabriel Collins. 2022. A Bridge Over Troubled Water: LNG FSRUs Can Enhance European Energy Security. Issue brief no. 03.29.22. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://www.bakerinstitute.org/research/a-bridge-over-troubled-water-lng-fsrus-can-enhance-european-energy-security

–Gabriel Collins, Kenneth B. Medlock III, Anna Mikulska, Steven R. Miles, “Strategic Response Options if Russia Cuts Gas Supplies to Europe,” 11 February 2022, Baker Institute Research Paper, https://www.bakerinstitute.org/research/strategic-response-options-if-russia-cuts-gas-supplies-europe

–Collins, Gabriel and Anna Mikulska. 2021. Gas Geoeconomics: A Strategy to Harden European Partners Against Russian Energy Coercion. Policy brief: Recommendations for the New Administration. 02.12.21. Rice University’s Baker Institute for Public Policy, Houston, Texas. https://www.bakerinstitute.org/research/gas-geoeconomics-strategy-harden-european-partners-against-russian-energy-coercion

Russia’s Missile & Drone Strikes on Ukraine: 10 July 2023 Update

With the NATO Summit kicking off tomorrow, it is important to think both about how to arm Ukraine today and also how to help Kyiv rebuild tomorrow. Russia’s destruction and harassment campaign will be front and center in this planning and strategy process. Mobilizing capital–and especially, deploying it–will be a fraught exercise if each night potentially promises a swarm of Shahed drones or cruise missiles.

For perspective, consider that Russia has likely already fired close to three times as many “strike munitions” (defined as rockets/missiles larger than 300mm caliber and long-range loitering munitions/drones) at Ukraine as the US did during the intense opening phase of Operation Iraqi Freedom in 2003.

Note that this chart is likely an undercount, since while Ukrainian forces report drones and missiles intercepted, we do not always know how many were launched in the first place. Furthermore, the chart excludes the millions of artillery and MLRS rocket rounds and hundreds (or more) Lancet loitering munitions Russian forces have fired to date.

A multi-year air defense challenges lies ahead. The stakes are high, as the air shield will help determine the pace, location, and cost of reconstruction efforts that Ukraine will need to emerge from the war and cement the economic foundations for future prosperity and resilience.

Military Support for Ukraine–Some Historical Perspective

The initial $48 billion US military aid package for Ukraine that Congress approved in December 2022 is, accounting adjustments notwithstanding, approaching its end. As debate commences in earnest over the level of future support, contemporary and historical data points can help anchor the conversation.

First, consider the positive impacts for American security from a war effort that in financial and equipment terms, has been supported by the US more than any other country (or group of countries, for that matter).

Comparing data from Oryx, a respected external observer of equipment losses in the ongoing war, to 2021 military balance data from the International Institute of Strategic Studies suggests that Russian forces have lost nearly 70% of the active-duty main battle tanks they had prior to the war, about 45% of their infantry fighting vehicles, roughly a quarter of their multiple launch rocket systems, and about 20% of their armored personnel carriers and self-propelled guns.

In other words, a military supply effort led by U.S. taxpayers to the tune of about $40 billion thus far and bolstered by generous contributions of billions more from NATO allies and partners has substantially degraded the second-largest land army in Eurasia after China’s. As such, ensuring a continued flow of equipment and ammunition to Ukraine as it fights for survival is not only the right thing to do, but also substantially supports core US security interests across NATO and the strategic Eurasian landmass. Reducing Russia’s ability to coerce neighboring states and carve off their territory is an abiding US national interest.

Second, what we are spending thus far is well within the bounds of what US policymakers and the voters they answer to have been willing to support in the past when doing what’s right aligns with American strategic interests. During World War II, the US provided Lend-Lease support to allies that in today’s terms would amount to about $700 billion.  Between 1946 and Fiscal 2023, the United States has supported Israel to the cumulative tune of an estimated $260 billion (inflation-adjusted). To liberate Kuwait from Saddam Hussein’s tyranny in 1991, the U.S. spent nearly $140 billion (inflation-adjusted). We’ve only spent about half that much so far in Ukraine, a much higher-intensity conflict.

For our wars and security actions since Vietnam, the data show expenditures during the war’s peak year that ranged from 0.3% of GDP (Gulf War I) to 1.0% of GDP (Iraq 2002-2010). U.S. aid to Ukraine thus far during this conflict has been equal to about 0.4% of GDP.

It’s a substantial amount to be sure, but one our dynamic economy can sustain. It’s also much cheaper than the alternative of direct great power conflicts that are far more expensive in blood and treasure (Korea cost 4.2% of U.S. GDP in its peak year, World War I cost 13.6%, and World War II cost nearly 36% of GDP in its most intense year).

Finally, funding Ukraine’s war effort long-term and more intensively communicates to Moscow that it cannot wait out the West and that the costs of trying to retain conquered Ukrainian territory will become unbearable. It also lets China know that attempts at territorial conquest will invite a crushing response. American voters recognize this and Congress should feel empowered to proceed boldly with the next round of Ukraine support appropriations.

Competition First? Anchoring U.S. Climate & Energy Strategy Amidst Geostrategic Competition With China

Resurfacing this one from about 15 months ago, as it is becoming more salient with passage of the IRA and continuing intensification of China’s attempts to strategically undermine and displace the US.

Full slide deck downloadable here

Suggested Citation:

Gabriel Collins, “Competition First? Anchoring U.S. Climate & Energy Strategy Amidst Geostrategic Competition With China,” Houston, TX, November 2021.

Further Reading:

–Andrew S. Erickson and Gabriel Collins, “Competition with China Can Save the Planet: Pressure, Not Partnership, Will Spur Progress on Climate Change,” Foreign Affairs 100.3 (May/June 2021): 136–49. https://www.foreignaffairs.com/articles/united-states/2021-04-13/competition-china-can-save-planet

Gabriel B. Collins and Andrew S. Erickson, “China’s Climate Cooperation Smokescreen: A Roadmap for Seeing Through the Trap and Countering with Competition,” (Houston, TX: Baker Institute for Public Policy, Rice University, 31 August 2021). https://www.bakerinstitute.org/sites/default/files/2021-08/import/ces-pub-china-climate-083121.pdf

Gabriel B. Collins and Andrew S. Erickson, “China Is Laying Climate Traps for the United States,” Foreign Policy, 2 September 2021. https://foreignpolicy.com/2021/09/02/china-climate-traps-carbon-dioxide-emissions/

Holding The Line Against China’s Revisionist Threat: The Next 12 Years

A Strategy to Offset China’s Revisionist Actions and Sustain a Rules-Based Order in the Asia-Pacific

This slide deck has been evolving over the past couple of years and the ongoing set of actions by the PRC only re-emphasizes the importance of many of the policy items mentioned therein.

Full slide deck downloadable here

Based On: Gabriel B. Collins and Andrew S. Erickson, “Hold The Line through 2035: A Strategy to Offset China’s Revisionist Actions and Sustain a Rules-Based Order in the Asia-Pacific,” Houston, TX: Baker Institute for Public Policy, Rice University, 12 November 2020, https://www.bakerinstitute.org/media/files/files/1e07d836/ces-pub-asiapacific-111120.pdf  

Putin’s Ukraine Invasion: Turbocharging Sino-Russian Collaboration in Energy, Maritime Security, and Beyond?

Putin’s war of choice in Ukraine goes far beyond Javelins, the High Mobility Artillery Rocket System (i.e., HIMARS), and Russia’s campaign of destruction against the second-most-industrialized post-Soviet state.

Shock waves from the war now wash across the shores of maritime Asia, with years of unfolding impacts ahead. Accordingly, this article takes readers through a journey featuring ecosystems inhabited by oil barrels, gas pipelines, submarine technologies, jet engines, and basing access. It also will explore China and Russia’s centuries-old relationship cycle of fear, temporary bonds of common cause, and division anew. In coming months and years, China will tap the Russian raw material storehouse more deeply.

But a Moscow under duress and isolation could yield far more than cheaper oil and gas; Russian military pinnacle technologies—particularly in the undersea-warfare realm—could be coupled with China’s financial resources and industry to tip the Indo-Pacific security balance in favor of a Sino-Russian axis of autocracy at the expense of the United States and its allies and partners.

Recommended Citation:

Erickson, Andrew S. and Collins, Gabriel B. (2022) “Putin’s Ukraine Invasion: Turbocharging Sino-Russian Collaboration in Energy, Maritime Security, and Beyond?,” Naval War College Review: Vol. 75: No. 4, Article
8. Available at: https://digital-commons.usnwc.edu/nwc-review/vol75/iss4/8