Re: Militär teknik och Ukrainakriget
Postat: torsdag 09 februari 2023 0:26
How arming Ukraine is stretching the US defence industry
Russia's budget deficit explodes as latest sanctions bite
Russian rouble slides to one-month low vs dollar
En intressant artikel om avsaknaden av långsiktighet i den amerikanska försvarsindustrin.Financial Times skrev:Industry executives say they need reassurance they will not be stung by ramping up production for Ukraine and other western nations newly focused on defence spending, only for government orders to collapse when the conflict ends.
In the aftermath of the fight against ISIS, for example, demand from the Pentagon declined significantly. The DoD “invested all this money to ramp up Hellfire production to 10,000 a year and then the US said ‘we don’t want those anymore’”, says Pettyjohn. A scramble to find foreign buyers ensued, leaving the primes wary of a repeat scenario.
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The government must put its money where its mouth is, says an industry source. Defence company executives would “be driven out of here by our shareholders” if they made decisions only based on Pentagon meetings and what they read in the news. “The way that the government needs to communicate [increased demand] is via contracts,” they say.
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“The US defence industry is seizing the moment of the Ukraine crisis to push for a lot of things they’ve wanted for years,” says William Hartung, a researcher at the Quincy Institute for Responsible Statecraft, a think-tank. “Expanded production, quicker approval of foreign sales, multiyear procurement, which locks in contracts in a less competitive way, reducing reporting to do with price and the availability of goods, which could lead to price gouging.”
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Poland wanted such an arrangement for the 500 Himars it intended to purchase in the summer, but it ended up reducing its order and buying 300 alternatives from South Korea because of concerns it would not get the Himars quickly enough.
Russia's budget deficit explodes as latest sanctions bite
Utgifterna ökar och intäkterna minskar i Ryssland. Kofman och Estlands spionchef verkar ha rätt i att tiden är på Ukrainas sida.Axios skrev:Oil and gas revenues dropped 46% from January 2021 levels.
Military spending drove government outlays up 59%, according to the Wall Street Journal.
Janis Kluge, an expert on Russian state finances with German Institute for International and Security Affairs, wrote on Twitter that the deficit is "highly unusual and points to a larger deficit for the full year."
Russian rouble slides to one-month low vs dollar
Hur länge kan Putins krigföring och utökade vapenproduktion finansieras innan de ekonomiska konsekvenserna blir för stora? Klockan tickar varje dag!Reuters skrev:The rouble weakened on Wednesday, sliding to a one-month low against the dollar ahead of two OFZ treasury bond auctions, with the government’s foreign currency sales holding the Russian currency back from a more dramatic fall.
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Russia is now selling 8.9 billion roubles ($124.48 million) worth of foreign currency per day, compensating for lower oil and gas revenues, down 46.4% year-on-year in January.
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The Bank of Russia raised a record $74 billion at a deposit auction on Tuesday from a banking sector flooded with excess liquidity, which analysts say could further limit room to ease monetary policy.