
We just spent the missiles America's going to need against China. Fighting Iran.
The thing that keeps me up about Operation Epic Fury isn't what we did in Iran. It's the bill that's coming due here.
Americans bought those Patriot interceptors. Americans bought the THAAD batteries the Pentagon pulled off Korea to put in the Gulf. Americans pay for the Marine units we moved out of the Pacific to backstop the Iran fight. And Americans are the ones who'll need that inventory full again the next time a real strategic competitor decides to test us. The administration is selling Epic Fury as a clean American win. I went and read what the intelligence community has actually put in front of reporters in the last two weeks. The bill doesn't look paid from here.
A few things I keep coming back to.
The Washington Post has published two classified IC leaks in seven days. On May 7, a CIA assessment said Iran kept about 70% of its missile stockpile and 30 of its 33 Strait of Hormuz launch sites. On May 13, a Joint Staff assessment said China is gaining ground against the United States across diplomatic, informational, military, and economic dimensions because of what Beijing watched us do in Iran.
The CENTCOM commander told the Senate on May 14 that ~90% of Iran's defense industrial base was destroyed. The CIA assessment a week earlier says Iran kept most of its operational missiles anyway. Nobody reconciled the two on the record. The senators didn't ask.
The American cost. CSIS pulled the numbers and The Hill ran them: roughly half the U.S. Patriot stockpile, more than half of American THAAD, more than 45% of Precision Strike Missiles. One to four years to replenish. That clock runs at exactly the same time the Pentagon would need the inventory full against China.
China didn't fire a shot. What Beijing got was six weeks of footage on how Americans expend munitions under pressure. A Trump-Xi summit then got scheduled against that backdrop.
We may have won the battle and spent the American deterrent we needed for the bigger one. That part isn't in the press conferences.
Anyone else watching this and getting the same read? Or is there a frame I'm missing that makes this look less like another bill we'll be paying for later?