Brandon Weikert
๐ค SpeakerAppearances Over Time
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In my opinion, the war is set to expand even more.
The Iranians have been degraded, as I have said.
They have not been destroyed.
They have shifted their munitions now from what were the older missile systems, as Jack was just noting, to now these more advanced systems.
There is a massive strain on the particularly Qatar and Israeli air defense systems.
the interceptor arsenal.
So if this thing continues to go on, as you and I believe they will, then the defense of these countries gets even more precarious.
I also want to point out the Houthis have not yet opened up on the Red Sea.
The Saudis are moving most of their oil transportation away from the Strait of Hormuz into their Red Sea port.
I think the Houthis are waiting for them to be totally reliant on that, and then they're going to seal it up
But we now have the issue of the Eritrean coastline.
The Ethiopians have taken operational control.
They are saying they're going to allow U.S.
or Israeli forces to use ground-based missiles to break up the Houthi capabilities across the way in Yemen.
What that means is, Steve, we're now talking about a war expanding not just to Azerbaijan, not just to Beirut and all these other places, but now possibly in the Horn of Africa as well.
This war is not ending anytime soon.
They probably said some very pretty things to each other, but ultimately the reality is there will not be the ability to surge production the way we need to do.
Remember, we need at least 200 tomahawks per year.
We're not producing anywhere near that in 24 months.