Brandon Weikert

The United States is burning through its THAAD tomahawk arsenals as well.

We've gone through hundreds of tomahawks in about 96 hours alone of the conflict.

In terms of the important high altitude area defense systems, these are about $12 billion per system that we have burned through 40% of available THAAD stockpiles, which leaves us with less than, as of this day, less than three weeks of supplies left.

So our defensive capabilities, as I warned on this program at the start of the war, our defensive capabilities are constrained to the point of breaking, and there are no replenishments coming in.

We're already cannibalizing those Indo-PACOM stockpiles.

It's not enough, as it turns out.

One other inject here.

We're talking a lot about targetry, as Matt has said recently, over strategy.

Ascentcom is doing their whole General Westmoreland thing, talking about all the thousands of sorties and all the thousands of targets.

I think it's important to note that we have no idea how many, not really.

We have no idea how many of these underground missile cities there are.

And there's a great example here that comes from yesterday.

Israel launched an attack on an IRGC base in Yazdi.

Minutes later, after they claimed they collapsed the tunnel system, minutes later, Iran fired intermediate-range ballistic missiles, IRBMs, at Tel Aviv from the same site.

So not only are we unlikely to be aware of how many of these missile cities exist, the probability that two and 5,000 pound bombs, which are most of the ordinance that we in the Israelis are dropping on these things, the likelihood that we're actually destroying these systems and destroying these tunnel networks is very low.

And so this is...

This is why we're worried about escalation here, because it is very clear that both Israel and the United States are committed to this course of action.

The bombing alone is not working.

Our interceptors are depleting.

The fear now is up the escalation ladder we go.