← Back to context

Comment by 0cf8612b2e1e

15 hours ago

I would dispute the depletion of expensive munitions, but I still believe that is largely irrelevant next to political exhaustion.

I do not think most Americans would care to defend Taiwan, even against the China boogeyman. The practical realities of losing Chinese goods would be a devastating reality few are prepared to face.

I think people are pointing out how little it actually takes to wage this war against Iran and that there are basically zero costs to the USA to do so. A classic "political exhaustion" requires some degree of meaningful hardship on the USA and a slight gas price increase just isn't enough.

  • Wait until the fertilizer shortage hits food prices, and the helium shortage actually shuts down semiconductor manufacturing.

    Those things should be hitting just before election season.

The reality of losing TSMC is no joke either. I remember Covid times when many G20 leaders went to Taiwan begging for some chips so that they could keep exporting cars and other things that need computer chips.

I agree, political exhaustion is the real constraint.

I personally would not be willing to do anything to defend Taiwan from China. But then again, I don't support any of the wars we fought in the middle east, either.

  • Just want to drop this link to the excellent https://acoup.blog/2026/02/13/collections-against-the-state-... which discusses the different costs of war, including how significantly weaker powers can win by increasing political costs.

    • JP Morgan is predicting $5/gallon gas. Apparently gas prices are one of the best indicators to predict presidential support. In normal times, this seems unfair-lots of external factors can influence gas prices. Rare that you can so directly point towards administration action causing an effect.

      Every day this conflict continues is going to have devastating political outcomes. I largely subscribe to the belief that Kamala losing was a reflection that people were mad at inflation.

      3 replies →