Quotulatiousness

August 25, 2026

The new missile gap – between manufacture and deployment

Filed under: Business, Military, USA, Weapons — Tags: , , , , — Nicholas @ 05:00

Edward Luttwak offers some suggestions to help explain why the vast and lavishly funded US Military-Industrial Complex seems incapable of manufacturing enough weapons to allow the US military to fight more than a brief demonstration war before running short of the things that go boom:

Royal Navy Tomahawk Land Attack Missile (TLAM) in flight.
MOD photo via Wikimedia Commons.

It is a strange thing indeed that among the countless stories about America’s shortage of long-range weapons — a truly crippling scarcity that now both limits President Trump’s strike options against the Islamic Republic, and might weaken responses to other looming threats — I have not found one that raises the most elementary question of all: why?

Why was Iran attacked with scarce and expensive BGM-109 Tomahawk Land Attack Missiles — costing around $3 million each — rather than ordinary gravity bombs dropped by fighter-bombers? Accuracy cannot be the answer: with so-called “JDAM” guidance kits, regular bombs become very accurate indeed, and they are still simple enough to be mass-produced cheaply.

Nevertheless, US forces had launched 850 Tomahawk missiles against Iran by 27 March this year, amounting to almost half the country’s global stockpile, though the Pentagon has since announced a huge $22.9 billion contract for more Tomahawks. Air-launched AGM-158 missiles, some of whose models can fly up to 1,000 miles, and which cost as much as $1.6 million apiece, were also used, along with Army’s Precision Strike Missiles are yet more expensive.

What makes these missiles so costly is their great virtue: they are all so-called “stand-off” weapons, which can safely be launched hundreds of miles from their targets. This means an attacker’s aircraft can remain outside enemy air space, where they could be exposed to detection by radars, and then to interception by air-defence fighters and surface-to-air missiles. There is simply no way of producing such missiles cheaply. They need powerful rocket propulsion and complicated electronic guidance to fly such vast distances and hit their targets successfully.

[…]

Nor, of course, are the implications here limited to Iran and the Gulf. Having needlessly used so many stand-off missiles to target Iran, US inventories are worryingly low in the event of the “Chinese contingency”: the invasion of Taiwan that Xi Jinping, unlike his predecessors, refuses to rule out. Any Chinese assault might start with subversion, with the activation of Chinese agents in Taiwan’s armed forces, but amphibious landings would have to follow — against which Tomahawk missiles would be the prime US weapon, alongside local anti-ship missiles.

But having examined all these technical details, we nonetheless arrive at something else entirely, a much more intractable problem than any munitions shortage could ever be: a fundamental change in the entire American attitude to war, which I described as “post-heroic” as far back as the Nineties when its first signs emerged.

This amounts to a truly drastic shift. What started with a proper striving to limit the casualties of war by every means possible — starting with prudent statecraft to avoid war in the first place, and extending to prudent tactics — has now devolved into the current predicament: whereby the US must spend billions on extremely elaborate stand-off missiles so as to further reduce risks to its pilots, which were already very low to begin with, against the vainglorious and incompetent Iranian enemy.

Of course, it’s always a possible explanation that the big defence contractors felt the need for another boost in their income, so it wouldn’t take much to persuade friends in the War Department or in the US Navy to toss a few more TLAMs at Iranian positions …

The Halftrack That Made Blitzkrieg Possible

Filed under: Germany, History, Military, WW2 — Tags: , , , , , — Nicholas @ 04:00

World War Two
Published 23 Aug, 2026

The tanks get the glory. But Blitzkrieg could not work on tanks alone.

The Sd.Kfz. 251 was designed to solve one of the fundamental problems of armored warfare: how do you keep infantry moving fast enough to fight alongside the Panzers? Germany’s answer was an armored half-track that helped turn infantry from a slow-moving follow-up force into an integral part of the Panzer division’s combined-arms assault.

In this German Rearmament special, we trace the Sd.Kfz. 251 from clandestine development under the restrictions of the Treaty of Versailles to its first production runs on the eve of World War Two. We examine its design, its role in the emerging doctrine of Bewegungskrieg, its deployment in Poland and France, and the extraordinary range of variants that turned it into one of the Wehrmacht’s most versatile vehicles.

But the 251 also exposes the limits behind the image of a fully mechanized German war machine. It was complicated and expensive to manufacture, there were never enough of them, and most German infantry continued to march or rely on horses and trucks. Even as production soared later in the war, Germany’s shortages of fuel, materials, manpower, and industrial capacity increasingly overwhelmed the advantages its engineers and tacticians had created.

The Sd.Kfz. 251 helped make the early German style of armored warfare possible. It also became another example of a sophisticated weapon system serving a war of aggression that Nazi Germany ultimately lacked the resources to sustain.

This is the story of the half-track that made Blitzkrieg possible.

Never Forget.

August 23, 2026

Why This “Foreign” Commonwealth Truck Was Built In 800,000 Units And Supplied Every Front

Filed under: Britain, Cancon, History, Military, WW2 — Tags: , , , , — Nicholas @ 02:00

BritishWarLegends and BritishWarArmory
Published 31 Mar 2026

The Canadian Military Pattern truck was built by two rival factories in Ontario for a nation of eleven million people. It ended up supplying the British Eighth Army across North Africa, Italy, Normandy, and Burma — and Canada built more of them than Germany, Italy, and Japan built trucks combined.

Almost nobody knows it existed.

When Rommel captured two thousand of them at Tobruk in 1942, he didn’t scrap them. The Afrika Korps pressed them straight into active German service. An enemy with his own purpose-built military trucks chose to keep using captured Canadian vehicles instead.

The full forgotten story.

Update: I generally try to avoid watching or re-posting clearly AI-generated slop, but this was the first video I’d encountered discussing the hundreds of thousands of CMP trucks that Canada built during WW2. At some point between me scheduling the video and today, the channel has been banned. You’ve undoubtedly seen CMP vehicles in WW2 stills or movie footage, as they’re pretty distinctive – https://en.wikipedia.org/wiki/Canadian_Military_Pattern_truck

From The British Army in North-west Europe 1944-45,
CMP lorries passing through Uedem, 2 March 1945.
Photo by Carpenter (Sgt), No 5 Army Film & Photographic Unit, Photograph B 14966 from the Imperial War Museums via Wikimedia Commons.

August 6, 2026

B-29 Superfortress – A $3.7bn Trial By Fire

HardThrasher
Published 5 Aug 2026

The Boeing B-29 Superfortress was the most advanced bomber of World War Two — but also one of the most troubled and expensive aircraft ever built, and was plagued with flaws.

Developed at extraordinary speed, the B-29 could fly higher, faster and further than earlier heavy bombers while carrying a formidable bomb load.

It introduced pressurised crew compartments, remote-controlled gun turrets, advanced fire-control systems and enormous Wright R-3350 engines. But it couldn’t hit a barn door with its guns, had urine in the brakelines and engines which kept exploding due to all the flammable metal in them.

This video explores how the B-29 was designed, why it cost more than the Atomic Bomb to develop and how the United States overcame these challenges to get it into the war.

And yes, this is purely an excuse for me to make videos about the bomber war in the Pacific, so yar booh sucks 😊

00:00 Introduction
01:47 MOAR, MOAR, MOAR
05:48 Origin Story
12:52 Built It And They Will Come
17:57 The Battle of Kansas
19:12 Root Causes – The Key Problems
23:59 So Wright It’s Wrong
32:39 Conclusions

Sources

1. Pace, S., Boeing B-29 Superfortress, Crowood Press, 2003 p.53
2. Werrell, K.P., Blankets of Fire, US Bombers over Japan during World War II, Smithsonian Institution Press, 1996, p.82
3. Werrell, K.P., p.68
4. [Deleted Section]
5. Pace, S., p.23
6. Sixteenth Census of the United States, 1940–1940, NAID: 16660414
7. Werrell, K.P., p.75
8. Le May & Yenne, Superfortress – The Boeing B-29 and American Airpower in World War II, Westholme Publishing 2007 (original published 1988 by McGraw) p.78
9. Le May & Yenne, p.78
10. Werrell, K.P., p.80
11. Le May & Yenne, p.80
12. Werrell, K.P., p.67
13. Werrell, K.P., p.67
14. Werrell, K.P., p.80

July 23, 2026

The Korean War Week 109 – One Step From Peace! – July 21, 1952

Filed under: China, History, Military, USA — Tags: , , , , , , , — Nicholas @ 04:00

The Korean War by Indy Neidell
Published 22 Jul 2026

There’s only one thing left at the Panmunjom Peace Talks standing in the way of an armistice — Article 51. However, this article deals with the release of POWs and the two sides have very different interpretations of it. The UN is however, currently releasing all the civilian internees they hold. In the field, the fighting for Old Baldy flares up again as the Chinese attack, and an anti-guerrilla campaign comes to its end.

July 20, 2026

Carneynomics in action

Even though the relic media are all singing from the government’s hymn book — because they might lose their generous subsidies if they don’t — a few dispiriting details about the real state of Canada’s economy still slip through:

This is the Carney economy in one picture.

He sold himself as the adult in the room. The banker. The international dealmaker. The man who could handle Trump and restore confidence.

Instead, Canadian manufacturers are preparing their exit.

According to the KPMG survey, 42% of manufacturers have already moved some production to the United States or are considering doing so. Another 36% are cutting investment, 12% have paused spending and 9% have cancelled projects altogether.

Manufacturing jobs are disappearing. Investment is drying up. Factories are moving south.

Businesses respond to incentives, costs and uncertainty. They do not remain in Canada because Mark Carney gives polished speeches about nation-building. They go where taxes, energy prices, regulation, labour costs and access to markets make production worthwhile.

Carney promised competence. What Canadians are getting is stalled trade talks, falling investment, disappearing jobs and another Liberal government that seems incapable of understanding how private-sector wealth is actually created.

A great many Canadians now see Carney as an incompetent ideologue in a good suit, surrounded by the same Liberal machine that helped create this mess.

And what consequences does he face?

Very few.

Carney is rich. His family is secure. His pension, investments and connections are intact. He will never worry about a mortgage payment, a grocery bill, a lost factory job or whether his children can afford a home.

The people who pay for his failures are workers, families, small-business owners and young Canadians whose futures are being shipped across the border.

That is the ugliest part of modern government. The people making the decisions are often insulated from the consequences. They can damage an economy, lose jobs, drive away investment and still retire wealthy, respected and welcomed back into corporate boardrooms.

A résumé is not an economic policy. A banker’s vocabulary cannot hide factories closing and investment leaving.

Canada is not being built. It is being hollowed out, while the people responsible remain comfortable.

This is why I thought the announcement on Friday that a Republican senator is calling for Carney’s assets in the US to be seized and to refuse him a visa … it’s beyond weird that a Canadian Prime Minister would have over 90% of his personal assets invested in the United States rather than in Canada. This gives Trump another handle on Carney, if he chooses to use it.

On her Substack, Melanie in Saskatchewan envisions how this may play out:

AI image from Melanie in Saskatchewan

So let me make a prediction: Any day now, your government will solemnly discover the importance of proper forest management.

There could be a task force, or a federal strategy, a minister standing solemnly in front of some trees. Perhaps an announcement that Ottawa has been “working around the clock” on a comprehensive plan that, by a miraculous coincidence, became urgent only after the American president threatened tariffs and a U.S. senator started talking about sanctions.

Should that happen, Canadians will be entitled to ask a very simple question: What finally changed Ottawa’s mind?

Was it concern for Canadians living through evacuations, destroyed communities and weeks of choking smoke? Was it the economic damage caused by recurring fire seasons? Was it pleas from provinces, northern communities and forestry workers for better prevention, mitigation and emergency capacity?

Or did the urgency arrive only when Washington threatened to slap another charge on Canadian exports and Senators possibly sanctioning Canadian officials like yourself? You personally have A LOT at stake if you are sanctioned since the majority of your wealth investment portfolio is in America.

The timing on this matters a great deal. It matters whenever a government suddenly treats a long-standing domestic problem like a national emergency only after somebody powerful outside the country attaches a financial consequence to it.

Trump has accused Canada of “wilful negligence” in maintaining its forests and says he intends to ask you what Canada plans to do. Your emergency management minister responded that governments have invested billions in fire prevention and forest sustainability since 2020. That defence deserves to be examined very closely and very carefully, because Canadians can reasonably ask what those billions purchased, where they went and why so many communities remain frighteningly vulnerable. To say it plainly … Canadians simply do not see any value for the dollars spent.

You announced spending of $317 million to lease 10 water bombers and heavy helicopters for rapid deployment to provinces because the wait time for them to be built is too long. So, here’s a fun little arithmetic exercise for Ottawa: water bombers are built right here in Canada — jobs, sovereignty, the whole patriotic package you’ve been selling — yet the federal shopping list remains stubbornly empty.

With $317 million, you could buy three heavy scoopers and have pocket change left for spotter planes or a helicopter, or — and this is where it gets embarrassing — you could roll out 45 to 55 single-engine Fire Boss aircraft, scattering an actual national fleet across every province that needs one. But apparently the government prefers its firefighting budgets theoretical. It is here that I will remind you, Fort Mac, Jasper and Lytton should have already provoked this response to act years ago.

The United States is hardly in a position to lecture anyone without hypocrisy. It is enduring its own brutal wildfire season, and fires do not stop at customs booths to declare their country of origin. Climate, drought, lightning, forestry practices and emergency capacity all play a role. There is plenty of responsibility, contradiction and political theatre to go around here. America has somehow managed to turn airborne smoke into an international trade dispute, because apparently even oxygen now requires a customs declaration. But that doesn’t absolve Ottawa. Again … Fort Mac. Jasper. Lytton. The warnings were already there. The time to act was then, but Ottawa chose navel gazing instead. In my books, that means today’s consequences lie with the governing Liberals.

July 14, 2026

How Britain Built the Sterling SMG

Filed under: Britain, History, Military, Weapons — Tags: , , , , , , — Nicholas @ 02:00

Royal Armouries
Published 11 Feb 2026

This episode follows our recent look at Winston Churchill’s personal Patchett machine carbine and shows how the Sterling was manufactured at scale for British service.

0:00 Jonathan Intro
1:00 Archive Film Start
15:05 Manufacture of the Breech Block
23:22 Fabrication of the Carbine Casing
31:37 Fabrication of the Carbine Magazine and Components
48:55 Assembly and Range Testing
1:02:09 DUCKS

This video includes historical archive film. The material is subject to Crown Copyright and is presented here by the Royal Armouries, which holds the archive for educational, research and public engagement purposes. All rights remain with the Crown and relevant rights holders.
(more…)

July 8, 2026

The Korean War Week 107 – America on Strike! – July 7, 1952

Filed under: China, History, Military, USA — Tags: , , , , , , , — Nicholas @ 04:00

The Korean War by Indy Neidell
Published 7 Jul 2026

The US Steelworkers Union strike enters its second month this week with no end in sight and the lack of steel production is affecting the war, worsening what is already an artillery shell crisis. President Harry Truman even considers taking over the steel industry to salvage the war effort. In South Korea, the constitution is amended to allow direct popular Presidential elections rather than the President being chosen by the National Assembly and in Chicago, at the end of the week the US Republican Party Convention begins, with Douglas MacArthur giving the keynote address.

00:00 Intro
00:39 Recap
01:09 Local SK News
03:22 Bombing the Power Plants
05:24 Artillery Crisis and Steelworkers Strike
09:53 Republican Convention Begins
13:46 Summary
13:59 Conclusion

June 29, 2026

Stupid Super Heavies: Germany’s Biggest Tanks

Filed under: Germany, History, Military, Weapons, WW2 — Tags: , , , , — Nicholas @ 02:00

The Tank Museum
Published 27 Feb 2026

By late 1943 Germany was losing the war …

They needed tanks, and lots of them, if they were going to wrestle back the initiative. Instead, they became obsessed with wonder weapons they hoped could change their fate

From the logistical paralysis of King Tiger, growing ever bigger and more unwieldy with the Maus, ultimately reaching the madness of the thousand tonne Ratte.

Like Augustus Gloop, German tank development in the Second World War greedily ate up more and more resources.

While an absolute boon for historians working at The Tank Museum, it made no logical sense … What were they thinking?

This is the bewildering story of the “Super Heavies”

00:00 | Introduction
00:48 | The Panther Problem
02:27 | Bigger is Better
05:42 | Pushing the Limits
09:19 | Gigantic Fantasies
12:03 | Losing the War (and the Plot)
(more…)

June 21, 2026

How Britain Made the L1A1 SLR: archive film with intro by Jonathan Ferguson

Filed under: Britain, History, Military, Weapons — Tags: , , , , , , — Nicholas @ 02:00

Royal Armouries
Published 21 Jan 2026

Following last week’s look at the very first L1A1 SLR ever produced (1957), we’re sharing a remarkable Royal Small Arms Factory (RSAF) Enfield archive film, shot in the 1960s, showing the key stages of L1A1 manufacture and a rare glimpse of the original Enfield pattern room.

Then we step back and let the film speak for itself, nearly an hour of pure production and engineering process.

0:00 Intro
3:05 Enfield + Pattern Room
3:57 Planning & Tooling
4:37 Rifle body: Heat treat → Machining → Inspection
18:16 Barrels: Drilling, Rifling, Plating & Production line
34:28 Housing/Trigger, Furniture & Magazines
50:16 Assembly → Proofing/Testing → Packing & Dispatch
(more…)

May 22, 2026

“Re-shoring” manufacturing isn’t the answer

Filed under: Business, Economics, Technology — Tags: , , , — Nicholas @ 04:00

On Substack, Tim Worstall uses the examples of Apple and Foxconn to illustrate that most of the value generated isn’t in the manufacturing side of the equation:

Yes, I know Apple is up to the iPhone 17 now, but it’s still as true about (some) iPhone addicts now as it was then.

Apple’s market capitalisation — the contribution to human wealth of the firm — is 4.3 trillion of those American dollars. That of Hon Hai Precision — most of us will know that better as “Foxconn”- is $3.1 trillion $. But those are the fun, New Taiwanese, dollars, which equals some $113 billion US dollars. Given the imprecision of what follows let us round those to $4 tr and $100b. Apple is worth 40 times Foxconn.

Now it’s not wholly true that Apple manufactures nothing. I think they — more so they say they do so than anything else — make some of the Macs themselves. And perhaps some number of their processing chips but I think even that is outsourced to other foundries, isn’t it? It’s also true that Apple uses more than one manufacturing company — Pegatron is a name I’ve heard around.

It’s also not true that Foxconn only works for Apple. It takes on that manufacturing and assembly work from a number of companies. Which is where my imprecision comes in, for I’m — just to make the example — going to assume that Foxconn does all and only Apple’s manufacturing, Apple does no manufacturing and sends it all to Foxconn. Those are incorrect assumptions but they’re good enough for this jazz hands of an argument.

So, designing stuff then selling it produces 40x the capital value of manufacturing it. We also know that Apple runs at 40% net margins and Foxconn most certainly does not. My numbers are a little out of date but it’s not all that long ago that the cost to assemble — ie, “manufacture” — an iPhone was perhaps $10.

We have pretty clear evidence that the place to make money in the global economy is sitting in an office and thinking therefore. Not out there bashing metal. So, why is it that so many say that the UK — and the US — must reshore all that manufacturing so as to get rich?

One explanation is as with that of the Physiocrats. French economists — and therefore wrong, they’re French — back in the old days who insisted that only growing food was real wealth production. They were musing over their brioche rather before anyone really manufactured anything — rather than artisaned — true but they have, of course, been proven wholly wrong. They might well have been about right for the centuries before them but were wrong by the time they wrote it all down.

We can extend the analogy to today. Yes, it has been true for much of the past couple of centuries that lots of manufacturing is what makes a place rich. Now, as with Apple and Foxconn this ain’t so. But some are still stuck in that old way of thinking.

Could be.

We can approach the same point from another direction. Actual manufacturing is something that is, these days, done by poor people in other countries. Why assume that if we did it it would make us rich?

May 15, 2026

“One of the most iconic pictures of WWII” – the seen and the unseen, USN edition

Filed under: History, Military, Pacific, USA, WW2 — Tags: , , , — Nicholas @ 04:00

CDR Salamander posts an iconic US Navy photo from late 1944, showing the unparalleled naval might of the American efforts against Japan. But, as with Bastiat’s famous economic essay, there are the obvious things we see and the important but unseen things that matter just as much:

Murderers’ Row. Ulithi anchorage, December 8th, 1944. Just three years after the attack on Pearl Harbor.

One of the most iconic pictures of WWII.

The carriers are (from front to back): USS Wasp (CV-18), USS Yorktown (CV-10), USS Hornet (CV-12), USS Hancock (CV-19) and USS Ticonderoga (CV-14).

The oldest of those ships, Yorktown, was only 19 months old. The youngest, Hancock, was commissioned only a little under eight months earlier. All were laid down and took from a bit under three to a bit under four years to build.

Just a year prior, the US Navy was so short of aircraft carriers, it had to borrow a carrier from the Royal Navy.

At first glance, it appears to be a flex of American naval power at flood tide — the aircraft carrier’s unassailable invincibility manifest — and it is. However, when you dig deeper, it has a more important story. It gives a warning. It informs us today, if we are willing to listen.

It isn’t about the power of being the world’s greatest shipbuider, that we were. It isn’t about an unequalled ability to project national will across the Pacific like no nation ever has in human history, which it is.

No. That isn’t what it tells us that is most important.

As we have done more than once over the last two decades, we’re taking a holder of a front row seat on the Front Porch and CDR Salamander Plank Owner Sid’s comments, in this case from yesterday, and bringing it to a standalone post.

Most of this post is his. The insight certainly is.

The actual story this picture tells is much more sobering, right there in plain sight, but you can’t see it.

The reality is that on the day this picture was taken, the Fast Carrier Task Force (TF 38/58) was down an entire Task Group from where it started two months earlier.

USS Franklin (CV-13) was severely damaged on 27 OCT by kamikaze and had to return [to] CONUS for repairs.

USS Belleau Wood (CVL-24) was severely damaged in the same attack.

USS Princeton (CVL-23) was sunk on 24 OCT by a Judy dive bomber.

USS Essex (CV-9) had a devastating hit by a kamikaze on 24 NOV followed by a disabling machinery casualty requiring a trip back to CONUS for repairs.

USS Enterprise (CV-6) departed a few days earlier for repairs in Pearl Harbor.

All the carriers in this picture had been damaged to varying degrees. Damage that today would require a trip to the yard to fix, like the absent Enterprise and Essex.

For example Ticonderoga (fourth Essex in the line from the bottom) would take damage to her radar waveguides in January. That could not be repaired forward and she would have to return to Bremerton as well.

May 7, 2026

Great success! Honda “postpones” their Ontario EV project

As part of their mindless fanboyism for anything remotely related to “Net Zero”, the federal government and the Ontario provincial government have been serving up subsidies for electric vehicles and hastening the “inevitable transition” away from internal combustion vehicles. Through legislation and regulation, they’ve been doing everything they can to close down the traditional car and truck manufacturing sector and replace them with zero emission vehicles. The various governments have handed out subsidies amounting to billions, and yet one after another after another the much ballyhoo’d EV factories, battery plants, and other futuristic projects fall by the wayside, leaving very little in exchange for those billions:

There was a time, not very long ago, when Liberal politicians treated EV battery announcements like moon landings.

Hard hats. Safety glasses. Giant ceremonial cheques. Breathless speeches about “the future”. Every battery plant was “historic”. Every subsidy package was “transformational”. Every corporate press conference looked like a motivational seminar for people who think buzzwords are infrastructure.

All we were missing was a fog machine and Bono.

Meanwhile ordinary Canadians were standing in grocery aisles doing mental math over bacon prices, delaying dental work, and wondering whether they could survive another winter utility bill without sacrificing whatever scraps remained of their savings.

But while Canadians were trying to keep their heads above water, Ottawa was busy launching one of the most expensive industrial subsidy experiments in modern Canadian history.

AI-generated image from Melanie in Saskatchewan

The Honda EV project in Ontario was supposed to be one of the crown jewels of this brave new green economy. Politicians lined up in hard hats and safety glasses like a traveling theatre troupe performing The Future Is Here. Canadians were assured this was proof the country was becoming an EV superpower.

Turns out it may have been more of a very expensive PowerPoint presentation with taxpayer financing attached.

[…]

In March 2020, Prime Minister Justin Trudeau appointed Mark Carney as an informal economic adviser during the COVID recovery period. Over the following years, Carney increasingly promoted “green transition” investment frameworks, climate-linked financial systems, ESG-focused economic planning, and massive public-private investment partnerships tied to decarbonization strategies.

Which is important context now, because the EV subsidy era did not emerge out of thin air. It grew out of a broader worldview that treated government-directed green investment as both economic policy and moral mission. The assumption underneath all of this was breathtakingly simple:

If government wants it badly enough, reality will cooperate.”

That is usually where things begin going sideways.

Canadians were told the EV transition was inevitable. Questions about affordability, charging infrastructure, winter range, electrical grid capacity, or consumer demand were often brushed aside like annoying little details raised by peasants who simply lacked sufficient enlightenment.

Then came the subsidy gold rush.

[…]

Corporations are not charities. They are not loyal patriots. They are not emotionally attached to government slogans.

They follow incentives. They chase profitability. They change direction when conditions change.

That is exactly what Honda did.

Meanwhile Canadians are left holding the bill for another “historic transformation” that produced:

  • endless announcements
  • glossy photo ops
  • consultant buzzwords
  • government self-congratulation
  • escalating subsidy exposure
  • and corporate renegotiations every time market conditions shifted
  • while producing no completed Honda EV manufacturing hub and no fleet of Canadian-built EVs rolling proudly off Ontario assembly lines.

What remains instead is a stalled megaproject, a confused tariff policy, a government spinning contradictory narratives depending on the week, and taxpayers once again discovering they were voluntold into becoming venture capitalists for political vanity projects.

Apparently this is what “economic leadership” looks like now.

Hard hats. Press releases. Fifty-plus billion dollars in EV-related exposure. And a factory plan slowly evaporating into the mist while Chinese EVs roll through the front gate anyway.

April 26, 2026

South Korea’s switch from an exporting heavyweight to a cultural juggernaut

Filed under: Asia, Economics, Government, Media — Tags: , , , , — Nicholas @ 03:00

In the latest SHuSH newsletter, Kenneth Whyte looks at the importance of a South Korean government report to changing the structure of the South Korean economy and making the country far more visible culturally on the world stage:

South Korea, in the latter half of the twentieth century, was building its economy almost entirely by exporting manufactured goods, everything from home electronics to ships to automobiles. That changed, as the story goes, when the country’s Presidential Advisory Board on Science and Technology released a report on digital technology in May 1994. It noted that a single Hollywood film, Jurassic Park, with its computer-generated dinosaurs, generated the same amount of foreign sales as 1.5 million Hyundai cars. The darling of Korean industry, Hyundai was exporting 640,000 cars a year in 1994. So one film was worth more than two years of heavy industrial production requiring enormous plant, equipment, capital investment.

The report stunned Koreans — “literally sent shock waves across the country”, writes Doobo Shim, a Seoul-based professor of media and communication. At the time, culture and entertainment were viewed as ephemeral and unlikely to contribute to Korea’s core mission of “improving the material conditions of the people”. The country decided it needed to change its game in order to thrive in the twenty-first century economy.

It wasn’t a straight line from the Presidential Advisory Report to Parasite, Squid Game, BTS, Blackpink, and Han Kang’s Nobel prize, but it’s straighter than you might think. Seoul is now a top-five world cultural center, and arguably top two if we’re talking pop culture and anything that appeals to under-thirties. How it happened tells us a great deal about Canada’s relative failure to develop home-grown cultural and entertainment industries.

The Presidential Advisory Board report alone did not alter Korea’s strategy. The country was starting from way behind. First came democratic reforms and media deregulation. That birthed new commercial TV channels and a variety of independent publications. Now with an independent (from government) domestic media sector, Korea tried to protect it by limiting the amount of foreign cultural product in its market. That didn’t work. In 1993, 90 of the top 100 video rentals in the country were from Hollywood; only five were domestic. Sound familiar, Canada?

Protection wasn’t going to work, anyway. Another factor at play was the Uruguay Round, an international accord negotiated between 1986-1994 that decisively liberalized the global economy, forcing all 123 signatory countries to open their markets for a vast range of goods and services, including communications services and entertainment product. It was clear to Korea that efforts to protect heritage and culture by shutting out the world had no future. It needed to upgrade its efforts in the cultural sphere if it wanted to avoid being swamped by content from multinational companies, and not just American ones. Satellite television services out of Japan and Hong Kong were already making inroads in Korea.

Another thing: Korea had noticed that Japan, its nearest rival in the home electronics sector, was making investments in content. Sony had bought Columbia pictures and CBS records. It was the nineties, the age of synergy, or vertical integration. Companies making devices — video players, portable music players — also wanted to own what played on them. Korean firms such as Samsung and Daewoo, makers of TVs and VCRs, felt a need to be vertically integrated, too.

So the Presidential Advisory Report landed on fertile ground. Korean businesses felt an imperative to pay attention to content. The Korean government felt itself under siege from foreign cultural and entertainment product. “Gone are the days”, said one expert interviewed in the newspaper Dong-A Ilbo, “when the government could appeal to the people to watch only Korean programs out of patriotism”.

All that notwithstanding, the report mostly resonated because it presented culture as an opportunity. It asked Koreans to recognize the potential of arts and entertainment to improve the material conditions of the people. Instead of resisting the emerging global marketplace, the power of multinational corporations and platforms, and the free movement of talent, it needed to master this new system, compete commercially, and take Korean culture to the world.

April 5, 2026

When military requirements conflict with national policies

On Substack, Holly MathNerd explains why the US military hasn’t ramped up production of drones in light of the experiences of other current conflicts:

Most people who have opinions about the war in Iran are not also reading the Federal Acquisition Regulations. I am, unfortunately for my social life, one of the people who does both.

And when you hold those two things in your head at the same time — what’s happening over the Strait of Hormuz and what’s happening in federal procurement policy — a contradiction emerges that is so glaring, and so consequential, that I could not write about anything else this week.

Here is the contradiction, in full, before I show you the data.

The United States is fighting a war where drones are the decisive tactical weapon. We are spending $2 to $4 million per intercept to stop Iranian drones that cost $50,000 each. Our own offensive drone program shipped what it had into an active war because full-rate production hadn’t started yet. Ukraine, which does not have this problem, produced two million drones in 2024 by building a distributed ecosystem of small manufacturers who iterate their designs every two weeks and sell units for $300 to $5,000 each.

We cannot do what Ukraine does, because Congress — correctly, for legitimate national security reasons — spent five consecutive National Defense Authorization Acts closing the door on Chinese drone hardware. DJI, the dominant global manufacturer, is now restricted by four separate federal authorities. There is no waiver for convenience. The wall is complete.

Which means the only path to drone dominance runs through a domestic industrial base capable of producing drones at volume, at low cost, with rapid iteration.

That base exists. Partially. Precariously. And it is built on exactly the kind of small, specialized, distributed manufacturers that the 8(a) federal contracting program was designed to bring into the market.

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