The Eurasian Century

The Eurasian Century

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The Eurasian Century
War Profiteering (part 2)
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Cyclical Value Investing

War Profiteering (part 2)

The Perfect Company For The Job

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Cyclical Value Investing
Jan 05, 2024
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The Eurasian Century
War Profiteering (part 2)
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In part 1, I described the likely scenario where the USA gets dragged into a land war with Yemen, Lebanon, or both. While also working at keeping the Red Sea trade lane open, mostly out of the need to keep its reputation as a naval superpower intact.

The war in Ukraine has proven that drones and cheap loitering munitions are likely going to be a key part of any war moving onward.

Considering part of the drone-centric warfare in Ukraine is due to Iranian supply to Russia, it is reasonable to assume that similar capabilities will be seen among Iranian proxies.

For that matter, Russia supplying Iran and its allies with a few hundred advanced missiles or drones like the Lancet is not completely unlikely. After all, if providing weapons “makes you not a part of the conflict”, like NATO keeps saying about Ukraine, why would Russia refrain from arming the Houthis?

So, a few pieces of equipment in the American arsenal are likely to become central to this conflict. And most will be provided by one company in particular.

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