this post was submitted on 23 Jun 2025
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Image is of the damage caused by an Iranian Kheibar Shekan ballistic missile in Israel, causing dozens of injuries.


Now in our second week of the conflict, we have seen continuing damage to both Israel and Iran, as well as direct US intervention which nonetheless seems to have caused limited damage to Fordow and little damage to Iran's nuclear program. Regime change seems more elusive than ever, as even Iranians previously critical of the government now rally around it as they are attacked by two rabid imperialists at once. And Iran's government is tentatively considering a withdrawal, or at minimum a reconsideration, of their membership to the IAEA and the NPT. And, of course, the Strait of Hormuz is still a tool in their arsenal.

A day or so on from the strike on Fordow, we have so far seen basically no change in strategy from the Iranian military as they continue to strike Israel with small barrages of missiles. Military analysts argue furiously - is this a deliberate strategy of steady attrition on Israel, or indicative of immense material constraints on Iran? Are the hits by Israel on real targets, or are they decoys? Does Iran wish to develop a nuke, or are they still hesitating? Will Iran and Yemen strike at US warships and bases in response to the attack, or will they merely continue striking only Israel?

And perhaps most importantly - will this conflict end diplomatically due to a lack of appetite for an extended war (to wit: not a peace but a 20 year armistice) or with Israel forced into major concessions including an end to their genocide? Or even with a total military/societal collapse of either side?


Last week's thread is here. The Imperialism Reading Group is here.

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Israel-Palestine Conflict

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English-language Palestinian Marxist-Leninist twitter account. Alt here.
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English-language PalestineResist telegram channel.
More telegram channels here for those interested.

Russia-Ukraine Conflict

Examples of Ukrainian Nazis and fascists
Examples of racism/euro-centrism during the Russia-Ukraine conflict

Sources:

Defense Politics Asia's youtube channel and their map. Their youtube channel has substantially diminished in quality but the map is still useful.
Moon of Alabama, which tends to have interesting analysis. Avoid the comment section.
Understanding War and the Saker: reactionary sources that have occasional insights on the war.
Alexander Mercouris, who does daily videos on the conflict. While he is a reactionary and surrounds himself with likeminded people, his daily update videos are relatively brainworm-free and good if you don't want to follow Russian telegram channels to get news. He also co-hosts The Duran, which is more explicitly conservative, racist, sexist, transphobic, anti-communist, etc when guests are invited on, but is just about tolerable when it's just the two of them if you want a little more analysis.
Simplicius, who publishes on Substack. Like others, his political analysis should be soundly ignored, but his knowledge of weaponry and military strategy is generally quite good.
On the ground: Patrick Lancaster, an independent and very good journalist reporting in the warzone on the separatists' side.

Unedited videos of Russian/Ukrainian press conferences and speeches.

Pro-Russian Telegram Channels:

Again, CW for anti-LGBT and racist, sexist, etc speech, as well as combat footage.

https://t.me/aleksandr_skif ~ DPR's former Defense Minister and Colonel in the DPR's forces. Russian language.
https://t.me/Slavyangrad ~ A few different pro-Russian people gather frequent content for this channel (~100 posts per day), some socialist, but all socially reactionary. If you can only tolerate using one Russian telegram channel, I would recommend this one.
https://t.me/s/levigodman ~ Does daily update posts.
https://t.me/patricklancasternewstoday ~ Patrick Lancaster's telegram channel.
https://t.me/gonzowarr ~ A big Russian commentator.
https://t.me/rybar ~ One of, if not the, biggest Russian telegram channels focussing on the war out there. Actually quite balanced, maybe even pessimistic about Russia. Produces interesting and useful maps.
https://t.me/epoddubny ~ Russian language.
https://t.me/boris_rozhin ~ Russian language.
https://t.me/mod_russia_en ~ Russian Ministry of Defense. Does daily, if rather bland updates on the number of Ukrainians killed, etc. The figures appear to be approximately accurate; if you want, reduce all numbers by 25% as a 'propaganda tax', if you don't believe them. Does not cover everything, for obvious reasons, and virtually never details Russian losses.
https://t.me/UkraineHumanRightsAbuses ~ Pro-Russian, documents abuses that Ukraine commits.

Pro-Ukraine Telegram Channels:

Almost every Western media outlet.
https://discord.gg/projectowl ~ Pro-Ukrainian OSINT Discord.
https://t.me/ice_inii ~ Alleged Ukrainian account with a rather cynical take on the entire thing.


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[–] SeventyTwoTrillion@hexbear.net 63 points 1 week ago* (last edited 1 week ago) (21 children)

The latest Simplicius: Humiliation: Israel Tucks Tail After Failing All Objectives in War against Victorious Iran

I think the title's blatant triumphalism betrays how there's a battle in the media over the portrayal of the conflict, with both sides basically doing their own victory dances. I will say that the Israeli side does look a little depressed as the fragility of their society and economy and military has been laid bare, and there does appear to be a psychological blow to Zionists that may or may not translate into lasting change (e.g. mass evacuations). But like, you shouldn't have to constantly insist that you've won a conflict; the results should speak for themselves beyond all doubt. So I'm personally comfortable calling this a draw, but let's see what Simplicius has to say about it.

  • Simplicius's previous argument that the strike on Fordow [using 14 bunker busters and not 6 like I thought? I'm not sure if I'm just losing my mind but I thought the US said 30 missiles and 6 bunker busters?] was an allowed strike seems strengthened by the fact that Iran responded with what was basically certain to be an allowed strike on Al Udeid.
  • All parties involved got an off-ramp from a conflict that, even if it wasn't going particularly great for Iran, was going very badly for Israel - you don't want to get involved in an attrition war if you are a tiny state with infrastructure that can be easily disabled and you are opposing a country with ten times as many people and thousands of ballistic missiles.
  • Iran had already taken out a significant number of Israeli heavy drones (combat-capable, rather than merely surveillance), such as Hermes drones. It's not clear how many Israel has, but we're talking a couple dozen of each type, not hundreds.
  • These Israeli drones and missiles were the primary method of destruction on sensitive military targets. As more were shot down, Israeli jets would have needed to move further into Iran and risk being shot down.
  • There is still little evidence that Israel was capable of flying over Iranian territory for any meaningful distance. The only evidence we have is that of Israeli jets over a coastal city. All Israeli combat footage over Iran was taken from drones. Now, we have seen Israeli fuel tanks wash up on the Caspian Sea coast, showing that Israel flew in from the north to bombard Tehran, rather than flying all the way through Iran to hit it. This isn't to be like "See! Israel has been fricking owned!!" because like, they can still bombard Tehran and do heavy damage - it's just important to clarify how that was done so that people don't learn the wrong lessons.
  • Despite Trump's insistence, it's increasingly clear that if Iran's nuclear program has been set back at all (which it might not have) then it is only briefly. It is well-known that Iran's enriched uranium was shifted out of Fordow, and its location is not publically known. Some (in American media, even!) go further to say that Fordow was basically untouched and that the centrifuges are fine, according to leaks from White House intelligence.
  • Simplicius says that the US only has - well, had - 20 GBU-57s, and if that's true, then their production rate must be truly glacial. With 14 dropped, there are now 6 remaining, which is insufficient for any kind of broad campaign against Iranian underground capabilities, especially if 14 of them were dropped on Fordow and it was fine, or at least not obliterated. [This point by Simplicius seems flatly incorrect, US production of these sorts of bombs is more along the lines of 6-8 per month, and they only have 20 of a very specific model.]
  • Iran's airforce was basically a no-show during this conflict. It's not clear what happened with that; some are suggesting they were moved to the far east to be out of harm's way, and perhaps if the conflict intensified and became extended then they would step in. It's probably also not a bad idea to conserve as many planes as possible, especially as some of their pilots train on the Russian jets they received.
  • The Israeli modus operandi against other regional actors was applied to Iran and met similar failure - they attempted a military victory and lost, and lost quite badly at that. Now, again, this isn't to say that Israel is therefore owned and mad, because where Israel seems to actually do quite well is in winning the peace - they are great at infiltrating and undermining nations that have been weakened by war even if technically victorious. We saw this happen in Lebanon and Syria, for instance.
  • Simplicius says that it's not clear when the conflict will erupt again - maybe in hours, maybe in days, maybe even months or years. But Iran has created a degree of deterrence. Importantly, it has dealt a heavy blow to Israel's IMEC plan to create a new transport corridor to the Mediterranean that bypasses unfriendly states, with Haifa's port damaged and clearly much more vulnerable than the alternatives (such as the existing Suez Canal route, and China's BRI), which is important on a geopolitical level. China just can't stop winning, folks. They're getting tired of winning.
[–] carpoftruth@hexbear.net 17 points 1 week ago* (last edited 1 week ago) (11 children)

Simplicius should be reading our own @MarmiteLover123@hexbear.net, as a lot of those assertions are just plain wrong. For example, they have way more of those bunker busters and manufacture 6-8/month. The 20 refers to a specific model number of them, presumably the one with the George H. W. Bush memorial tailfin.

I agree that clearly Israel/the US didn't deliver a knockout blow to Iran's nuclear program, but they did hit a lot of anti air, suppressed missile launchers, and more critically, they demonstrated willingness and ability to indiscriminately bomb civilian infrastructure. Missile launchers can hide, apartment blocks and universities can't.

[–] Tervell@hexbear.net 22 points 1 week ago* (last edited 1 week ago) (6 children)

For example, they have way more of those bunker busters and manufacture 6-8/month

Do we actually know this for sure though? What seems to be available as information is:

  1. They started being delivered in September 2011

  2. There were 20 bombs as of 2015

  3. They were manufactured at a rate of 2 per month, until an expansion of production facilities in July 2024 to 6-8 per month (https://archive.is/KB5Tg)

I kind of doubt that the "2 per month" necessarily indicates that every month since 2015 has seen those 2 manufactured - it's a pretty niche weapon, and I doubt they've been constantly manufacturing them all this time. After all, those 20 that we know about took 4 years, which is a rate of 5 per year - or 0.42 per month, not 2.

Additionally, I feel that it's reasonable to be skeptical of any claims of increasing capacity by Western MIC (and industry in general, how's the CHIPS act going?), given that they've been going on about increasing capacity (particularly of artillery shells) since soon after the start of the Ukraine war and yet not much seems to have materialized. If we're trying to get an idea of how US military procurement is going, recently the Army canceled or reduced to minimum sustainment rate a bunch of stuff, like:

  • the new M10 Booker thing-that-people-endlessly-argue-is-or-isn't-a-tank (this whole vehicle is, in my admittedly amateur opinion, in-and-of-itself is indication of severe decline in manufacturing capacity, but that's a whole other thing)
  • the AMPV and Stryker armored personnel carriers (which means thousands of M113s, a vehicle design from 1960, will remain in service - I thought the Russians still using old BTRs was supposed to be an indication of how much they sucked?)
  • Humvees and MRAPs, which admittedly are probably not that relevant outside of a COIN context, but if they're getting canceled, one would expect there to at least be a re-focusing on conventional APCs, like the Stryker - but those are getting canceled too! (the lack of sufficient numbers of vehicles like that is exactly why the Humvee saw such widespread use to begin with - it was meant for the same role as the classic WW2 Jeep, never intended for frontline usage, but it ended up doing it in Iraq anyway, with US troops having to improvise applique armor out of chunks of metal they could buy or salvage)
  • this one's merely "paused", but the new self-propelled artillery program - the 4th in a row one to not go anywhere (https://x.com/ArmchairW/status/1780850610864267756 for some info on the previous 3). This is right as the Ukraine war is demonstrating, firstly that artillery is still very important (and particularly self-propelled artillery due to the need for shoot-and-scoot tactics in order to avoid getting immediately counter-batteried), and secondly that current Western systems have a lot of issues, especially with regards to durability

Now, historically the Air Force has generally been able to get their way with regards to funding much more than the Army, so they're probably doing a lot better. But still, there are clearly a lot of problems in US military procurement.

[–] carpoftruth@hexbear.net 11 points 1 week ago (1 children)

these bombs are big but they aren't exactly high tech. they are nothing compared to the complexity of mass producing vehicles like the ones you cited. I suppose it's possible that these haven't been built in significant numbers, but I certainly wouldn't hang my hat on there only being a handful.

also, you cited cost of tungsten - I bet the bombs themselves are not even a significant portion of the cost of these strikes compared to logistics/mobilization/maintenance of the 120 odd planes used in this mission.

[–] Tervell@hexbear.net 21 points 1 week ago* (last edited 1 week ago)

these bombs are big but they aren't exactly high tech

Mechanical complexity isn't always a good metric for overall cost - something that's technically simple in terms of number of parts can still be expensive because of the cost of those individual parts. I'm not a specialist in manufacturing or anything, but I would assume part of the difficulty with tungsten is even being able to actually work with it in the first place - you need the kind of tools that can actually cut into it (although when you just need a big solid chunk for a bomb it's probably not so bad). Plus, there's just the plain physical limitation of how much material exists - if I have a trillion dollars, it doesn't mean I can buy 41 thousand Abrams tanks, because only like 10k were actually built and they stopped in '92. Now, obviously tungsten isn't that limited, but this is just for illustrative purposes.

I bet the bombs themselves are not even a significant portion of the cost of these strikes

This seems intuitively true, but I'm not sure if it holds up. What I'm finding is anywhere from 13 million, to 20 million, to a vague "tens of millions" for the GBUs, per-unit.

(btw, the M10 I'm finding as somewhere between 14 to 19 million depending on the specific phase of contract negotiations, an AMPV is ostensibly a mere 3.1 mil, adjusted for inflation, while a Stryker is... 6.9 mil?! for an 8-wheel APC, basically a fancy BTR, presumably much simpler than a tracked and better-armored vehicle like the AMPV? Maybe the unit cost listed on Wikipedia is for one of the fancier Stryker variants or something, but holy shit it must be great to be General Dynamics and bilk the military that much... anyway, clearly the "nothing compared to the complexity of mass producing vehicles like the ones you cited" point doesn't hold - again, it seems intuitively true, like "it's just a bomb, how much could it cost?", but you gotta factor in the MIC graft! Even the latest Abrams is a "mere" 26.4 mil (again, adjusted for inflation), which could be merely twice as expensive as the GBU on the lower estimate, or cheaper on the higher estimate if that "tens of millions" is above 30)

A B-2 flight-hour is anywhere from 135k to 170k (flight-hour costs do actually include logistics and maintenance, sort of - what they do is take the total cost of the whole fleet over a given period of time, and divide it by the hours, so you don't necessarily get a good idea of how much the maintenance costs proportionally to the regular flight of the plane, but it is accounted for in the whole cost as an average), which for the 37 hours long mission, taking the lower estimate, is like 5 mil per plane - with each carrying 2 bombs, and taking the lower estimate for the bombs too, that's 2.6 times the cost of the flight for the payload. Now, there's probably a bit more subtlety and nuance to calculating this stuff, but this is just to give a rough idea.

For the whole thing, obviously there were a lot of other planes involved, and calculating the precise costs of everything isn't really possible at this point - we don't know exactly what other planes flew, from which bases, how far, etc. But for example, an F-35 flight hour is supposed to be somewhere from 33k to 42k (I'm giving up on doing inflation adjustments at this point catgirl-flop), an F-16's 25k, I'm not finding numbers for the EA-18G Growler but the regular F/A-18 is 19.5k, and obviously these planes, not being strategic bombers, would have flown much shorter missions. There's also various recon and refueling aircraft... let's, just for the sake of a very rough estimate, call it as 118 F-35s (125 - the 7 B-2s, not realistic at all but just to keep it simple), at the lower estimate - that's 3.9 mil per hour, and the actual main portion of the operation, involving all aircraft together, wouldn't have lasted more than a few hours, right? So like, I dunno, 5 hours, like 20 mil? Possibly the cost of just one GBU, depending on which estimate we're going by.

So, turns out the bombs weren't that small of a portion of the cost - gotta factor in the MIC graft!


Finally, a point I started making before I actually drove myself insane looking up the numbers and assumed the bombs actually were a paltry portion - even if they don't seemingly cost as much (which as we've seen, they actually do), we still have to account for decline in manufacturing. I feel like a lot of people don't realize that the US is, to a great degree, coasting by on the stuff they made in the late Cold War and the 90s. Westerners love to shit on Russia for "oh, they're not really making that many new tanks, it's just refurbs!", but... the US does the same thing - an Abrams hasn't rolled off the assembly line since '92! Everything has been refurbs of the original 10k they made during the Cold War. The B-2? Last one was made in 2000. The Bradleys were mostly all made before 1995.

Just because the US of the 80s and 90s was able to make thousands of tanks and IFVs, doesn't mean the US of today can. The US of the back then might well have been able to pump out a whole lot of these bombs (or whatever the equivalent with that period's technology would have been). The US of today... maybe not.

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