Thinking of our current circumstances, this suggests another cost of war: our offensive capabilities, as well as our defensive capabilities become more observable. Our adversaries are studying our strengths and weaknesses in Iran, and they will have a much improved game plan for countering us in future conflicts.
Just to pick a recent example: Russian air defense in the early stages of the Ukraine war was dismal (more specifically: defense against big, slow drones like Bayraktar), despite having sufficient AA capability "on paper"-- the war allowed them to visibly improve.
I'd expect much more value from validating and improving your equipment and its handling than the actual "cost" of revealing its capabilities to adversaries in almost every conflict.
Russia has not been able to improve AA capabilities to the point where it's "safe", for any definition of the word, neither has Israel. Israel and Gulf states often tout over 90% interception rate yet it's really at the mercy of Iran to not target their most vulnerable sites. If Iran was routinely targeting desalination plants and refineries it wouldn't matter if it was 99%: one hit is all it takes. Similarly Russia cannot keep Ukraine from targeting their oil infrastructure.
Air defenses need to be 100% to prevent physical, economic and moral damage. That is an impossibility.
There are many many countries who can afford 100 billion dollars for stored military equipment that has a long shelf life. The US makes ~50k artillery shells a month at a cost of about 10k per shell.
50000 * 10000 * 12 is 6B/year. I was surprised, but I suppose that passes the smell test for a ~1T/year defense budget.
This is bonkers. Countries can now afford for the same cost * to make not a 10-20 mile range artillery shell, but a 1500 mile effective range cruise missile.
* Defense costs are "fake" to a large degree. A lot of that is really corruption with money flowing from the taxpayers to the arms manufacturers, but still if we go by the numbers...
But really the defense deals are very complicated, and not based around buying x number of items.
You’re making a not well-formed query. How much is a shell?
Adam Smith pointed out the first pencil costs thousands of dollars, but the second is mostly free. Same dynamic here, but multipled by a thousand.
The shells are already made by the 10 and 100s of thousands, Shaheds are also not a research project, so either one is in amortized serial production now.
What I meant is that a $10k shell doesn't cost that much. Russians are making the equivalent artillery shells for an _order_ of magnitude less for around $1k. A lot of defense costs are just overinflated simply because they can be. The government is spending taxpayer money, it's not really coming from the politicians' pockets. If the kickbacks are just right, they may in fact flow back into the politicians pockets.
But then with solar and batteries civilian infrastructure becomes much more resilient against drone strikes.
It's true but they are so cheap that launching a whole bunch and/or improving them incrementally is possible. Yeah they are for stationary targets mostly, for sure. And of course their sounds and relatively low speed does make them somewhat easier to shoot down with short range AA guns and can have automated acoustic early warning system (it's like a flying lawnmower or chainsaw).
Russia cannot keep Ukraine from targeting their oil infrastructure, yet here Russia is, still fighting on. Ukraine cannot prevent Russia from targeting their energy infrastructure or apartment buildings, yet here they are, still fighting on.
If we're talking about strategic/civil air defense, then you must figure out what's tolerable to your population (and how to increase and maintain that tolerance), and then figure out all the means to reduce the incoming attacks to below that tolerance. That must include the full spectrum of offensive, counter offensive, defensive, and informational options.
The U.S. is on a path to spending trillions of dollars to putting missile defense (and offense) systems in space with the Golden Dome.
And what this site and you don't account for, is Iranian rather low missile accuracy.
If Israel was at the mercy of Iranian attacks, Iran could have simply struck Israeli airbases to the point they cannot be used, and then stop any Israeli attacks on its territory.
It's pretty obvious they don't have the capabilities of doing that
Regarding the gulf, there the Iranians are having better success as at those ranges intercepting drones is harder and due to the general military ineffectiveness of the gulf nations
Not sure about other providers, but Planet Labs has applied a 14-day delay to satellite images of the middle east.
https://www.reuters.com/business/aerospace-defense/satellite...
From the Iranian perspective, the overall strategy seems to have been:
1. Deplete intercepter stock and probe US/Israeli defences using large amounts of older less accurate missile stock and waves of drones.
2. Target radar and early warning systems.
3. After 'blinding', make further use of more vulnerable but cheaper and more accurate drones to target specific infrastructure.
Given this approach it makes total sense to see their 'rate of fire' reduced by 90%. This is not necessarily an indication of reduced ability to launch attacks - their attacks are now more effective. They have demonstrated that each time the US and Israel escalate they successfully respond almost immediately. Talk of their capabilities being wiped out is demonstrably nonsense.
Ted Postol makes much the same points. He also claims to be surprised by the accuracy of recent missiles launched by Iran and assumes that his earlier analysis underestimated this because it was done based on the older stock Iran was using.
It seems pretty clear to me that Israel and the US are on the back foot here. Defences are inadequate. Economic pressure is building. Iran still has plenty of options to increase pressure (e.g. Houthi involvement, further infrastructure targeting, additional constrictions on the strait of Hormuz). By comparison US ability to increase pressure now seems limited to threatening major war crimes (wiping out Iran's power grid and putting the country into blackout). Not to say many of Iran's actions haven't also been war crimes.
How much more damage can Iran accept? Nobody is about to be voted out of power there so I would think quite a bit (as unpleasant as that is for the millions of innocent people caught up in this madness). I think the truth of all of this is that the US and Israel have no way to wipe out Iran's missile and drone capabilities. Postol even suggests nukes wouldn't even accomplish that. So now what? Taco or push further for Iranian political unrest or division.
My feeling is that this is going to get a lot worse for everyone involved.
I think the obvious answer is the correct one here, that Iran's launch capacity has been degraded. That's not to say it will ever go to zero, so a lot of your other points still have some merit.
You can then see that they shifted to completely attacking large cities, usually with cluster bomblets. The reason is when you are bombing a large area, aim is less of an issue, similar to WW2 carpet bombing
Your post alludes to drones, these do not reach Israel (from Iran) at all and are all intercepted
As to them all being intercepted, in the 12-day war that seemed to be the plan, i.e. force Israel to waste interceptors on cheap drones [bbc_2]. That seems to have changed in the current conflict.
_______________
[bbc_1] With a maximum range of 2,500km it could fly from Tehran to Athens.
[bbc_2] When Iran attacked Israel with hundreds of drones in 2024, the UK was reported to have used RAF fighter jets to shoot some down with missiles that are estimated to cost around £200,000 each.
Both exceprts from:
https://www.bbc.co.uk/news/resources/idt-b3a272f0-3e10-4f95-...
[google] https://www.google.co.uk/maps/dir/Isfahan,+Isfahan+Province,...
The US in WW2 staged their 20th century by letting others (China, South East Asia and the British/Soviets) get exhausted first. This was more an accident of geography rather than US grand strategy, but it worked all the same.
Especially in modern war.
Running out of fancy equipment, for example, causes quite a few problems if your opponent hasn't. Like interceptor missiles.
You could expect order books to get so thick that production increases.
I mean looking from the side lines, I could see why many countries might want to have a few interceptors on hand. Just in case, it's certainly a nice way to buy some time.
Gaza is up to 10% of the population killed or injured in the Oct 7 reprisals: https://costsofwar.watson.brown.edu/paper/HumanTollGaza
The problem was command and coordination.
Darwin worked and Russians learned (as did Ukrainians).
Regarding your last point: In peace time, you want to prioritize hiding your true capabilities (perhaps inflating them in (misleading direction) to deter them from attacking). Once the ware breaks out, you want to improve your capabilities as fast as possible.
> They can now draw on an enormous pool of real warfare information. Last year alone, Ukrainian drones recorded around 820,000 verified strikes against Russian targets... Meanwhile, the country’s Avengers AI platform detects upwards of 12,000 enemy targets every week. Developers can now access these sources and the data that they gather to train their systems on the movements of a real Russian turtle tank or a camouflaged Lancet launcher.
> “Ukraine currently possesses a unique body of battlefield data unmatched anywhere in the world,” recently appointed Defence Minister Mykhailo Fedorov said in a statement. “This includes millions of annotated frames collected during tens of thousands of combat drone missions.”
With the latency and offline constraints of battlefield technology, smaller models, trained with better data, may prove to have a significant edge. But it's still early days on how data like this might prove advantageous in other environments.
[0] https://resiliencemedia.co/how-ukraine-is-transforming-its-b... (unconfirmed source, this is not an endorsement)
The value of carrying a big stick is lost when others see the stick breaks after a few swings. There's value in maintaining military kayfabe - revealing hand in sideshows and losing deterrence for main events as result can be much costlier down the line. What was learned that wasn't already known and deliberately avoided in polite conversation?
MIT Prof. Emeritus, Theodore Postol, has been trying to warn about this basic, mathematically proved fraud for many years now. However between the indifference because the party was still in high swing and the plundering was making people rich who could pay professional lobbyists/liars, very few people were paying attention or really cared, even though it’s clear fraud and just a false confidence; as is the objective of a con job, which comes from “confidence trick”.
There are several lectures he gives and more recent appearances on various YouTube channels where he clearly describes the inherent fraud in “missile defense”.
Here’s the synopsis; it’s like trying to prevent sand from hitting you once someone has thrown a fist full of dry sand at you.
It’s basically just the end game in a long history of American snake oil salesmen turned missile defense salesmen. You get useless junk, they run off with your wealth.
Indeed, there are any number of very smart people who made up their mind 40 years ago in opposition to Reagan and SDI.
Surprisingly, very few of these folks have evolved their position over decades of changes in the strategic and technology pictures:
Defensive systems can’t work and are inherently destabilizing even though everyone knows they can’t work.
(I’m modestly agreed on the second point!)
Regarding these cluster munitions though, other than very densely populated areas, do they inflict much damage ? Are they more powerful than a grenade, say ?
It's going to devastating to soft tissue surely, and pierce through ordinary sheet metal, but normal concrete walls might offer sufficient protection. Unless, of course, it punches through the ceiling by virtue of sheer kinetic energy.
BTW I have no expertise in these matters, so corrections would be very welcome. I also recognize that I am commenting about something from the comfort and of being out of range and this discussion can be very distressing.
Also not an expert, but I get the feeling that "cluster munitions" is pretty much an umbrella term.
Because of the CCM [1], we tend to associate the term with the "ligther" variants, which are used as anti-personnel weapons. These variants probably wouldn't be much more destructive than a few grenades.
But what Iran is currently using, appears to be missiles with 500-1000kg payload. This puts each submunition in the 50-100kg range. This should deliver a lot more of a punch than a grenade. Also, because of their weight, they probably wouldn't be covered by CCM, had Iran ratified it.
And, yes, it is unsettling geeking out on this stuff, that may actually be killing people as we write our comment.
[1] https://en.wikipedia.org/wiki/Convention_on_Cluster_Munition...
That depends on how far out of touch your reputation was with the facts. If you're not able to live up to your preexisting reputation, being tested is all downside even if it improves your actual capabilities.
1. The defender could use both electronic and physical decoys, use air and sea mobile platforms that are always in motion and are difficult to track.
2. The defender can fire at decoys, to convince the attacker the decoys work when they don't.
3. The defender could mix in cheap decoy interceptor missiles that miss so the attacker concludes defenders need 10 missiles to intercept when the real number if 3 and the attacker thinks the defenders are running low on interceptors, when in fact the defenders have held most of their interceptors in reserve.
4. Defender can pretend that expensive systems have been destroyed so that attacker adapts their strategy. For instance, if your defense hinges on a small number of extremely expensive fixed X-band radars and the attacker targets them. Allow some of them to be appear to be destroyed when in fact, you have disassembled them and moved them somewhere else to use later in the war.
I see no evidence anyone is doing any of this today, I'm not making any sort of claims about deception operations in the current conflict.
Sun Tzu taught us: When you are weak, appear strong. When you are strong, appear weak.
The Russian army assumed a state of readiness for the Ukraine invasion that turned out to be, well, less. Their special forces floundered, their logistics were (are still!?) unpalletized - using bespoke metal containers and wooden crates! Whereas the US military learned an awful lot from its (mis)adventures over the last decades.
What most countries don't have is, for lack of a better term, the resolve Iran has shown. Venezuela could have built drones and resisted just the same, but it's internally divided enough that it was possible to strike a deal with an inside faction and have a coup from within.
They also have a lot of leverage points in their geography, in the fact that the US is at a historical low point in its military capabilities.
US and Israel strategy seems to be to completely destruct Iran's economy, but the problem is that this is a game where they can also shoot back.
It's meant to avoid conflict altogether, say with China and Taiwan.
That doesn't work when your opponents pray for death and see martyrdom as victory.
This is genuinely how Shia extremists think. They have nothing to lose and will sacrifice everything and everyone for their cause. They don't care about Iran or Iranians or prosperity of the nation.
And frankly that's not how it looks to me.
does hearing it back like that make it seem absurd to you as well?
My argument is that Western strategic thought (with games being a codification thereof, rather than the source of) generally considers countries as mostly atomic actors that can be defeated - the history of European warfare being filled with "gentlemanly" surrenders followed up by peace treaties, with guerrilla warfare being a very rare exception.
On the other side, the reality in the East is that a state's collapse doesn't end the conflict, but just prolongs it. The army doesn't surrender, it goes home with its weapons and reconstitutes as insurgents. I can't actually think of a single proper surrender of an Eastern country ever, except for Japan in 1945.
It is actually several physical board games, the oldest of which is older than (and unrelated to) the computer game [0], as well as being a series of computer games that are basically digital board games.
[0] Well, except for the computer game based on it and its expansion, which, because of the other computer game, had the long-winded title "Avalon Hill's Advanced Civilization".
If you are atheist is becomes rational to surrender to the people that are invading your house and killing your friends at random?
Absolutely.
If there are invaders who are killing everybody around me and telling me that they'll stop and generally let me be if I surrender and agree to live in a democracy, I expect that I'll be very inclined to accept. Maybe afterwards, if I see it's not working out, I may still consider guerrilla resistance down the line, but I don't see the benefit of fighting and most likely dying just for the sake of defiance, and to then allow any survivors a chance to continue in their resistance for another decade or so, until eventually they might be able to start rebuilding a nation from the rabble.
In what world is surrender, keeping our lives and infrastructure, not a more rational approach?
EDIT: To be clear, while I occasionally have pacifistic thoughts on pretty spring days, I'm not arguing for pacifism here - fighting is absolutely rational when you have a clear path to victory, but if you don't, then I think it's just an absolute waste of human lives.
China also is not stupid, and no matter how much they posture, they won't invade Taiwan.
Why would the opening salvo be ICBMs?
Of course, China wants to be able to fight those F35s in the air - to mitigate the damage they can do to them (while the F35s still have airfield/carriers to land on) - also in order to make it easier to sink those carriers.
Still, you can bet that all US nearby airfields would be peppered very early in the conflict.
How many cheap-ass drones could you buy for the cost of one F35. 100k? A million?
If Iran launched 10000 Shaheds towards Isreal, you can be sure quite a few would get by.
Maybe Ukrainian drone interceptors can be made cheap enough to be good enough against massed Shaheds.
We are still early in the new paradigm, there will be significant developments.
Maybe one of these days we'll see a B-52 take off with JDAMs and not JASSMs but probably not, kind of scary to try and drop gravity bombs on a country that your stealth fighters can't fly over.
https://theaviationist.com/2026/03/23/b-52s-launching-from-r...
But the US has not acted rationally. It hasn't since January 2021.
Lots of smugness about the supposed irrationality of the adversaries considering that backdrop.
So you could also argue that this war will help the US to gain experience it didn't have before which might be favorable in future conflicts with parties that didn't have this experience.
It is hard to compare this with China. Different goals and philosophies.
Given a choice of conventional 500-800 kg warhead or cluster munitions warhead, I think that the nations in the current conflict would prefer being on the receiving end of cluster munitions (as a less bad option) every time.
Has there been a study on this? What is the GDP loss of having however many Israelis go to bunkers due to incoming ballistics instead of working ?
If a trash cluster missile that costs 100k USD to build causes 1mio USD worth of GDP to not be produced (numbers completely made up) then it's very worth it.
Harassment weapons don't do much. None of the harassment campaigns done by the Nazis for example really amounted to anything.
Modern Shaheds can be possibly built at a scale to affect that, but we really haven't seen it happen yet. That would be something like thousands launched in a single wave against a single city or installation. But they still lack the precision and warhead to be targeted meaningfully.
You need WW2 industrial scale manufacturing lines worth of Shaheds to get beyond harassment. You need to be producing hundreds a day or more. That kind of industry is nearly impossible to protect from your adversary so unlikely to take shape.
But yes, against protected targets cluster munitions do not achieve much.
If you have relatively few low-precision missiles, using single warheads means you are risking achieving NO damage (easier to intercept, a good chance that it will hit nothing), with a cluster munition you are guaranteeing at least some damage.
I think Iranians are mixing both types of warheads.
It is.... Entirely infeasible to deploy these against tactical ballistics like Iran is using.
¹ in a military sense; in a geopolitical sense obviously it's clear that Iran has been a misadventure
>100 kids got murdered the first day of this "low stakes" war
Trump candid reaction to the Iranian school incident when asked by reporter was "I can live with that".
The attack on the Iranian primary school (not makeshift sheltered building) is on the very first day of the war, not several weeks, months or years.
Not to downgrade the incident, but the Mariupol incident you mentioned probably happened in 2022 while the all out war started in 2014 [1],[2]. If you can refer and link to the particular incident it'll be helpful for verification.
[1] Siege of Mariupol:
https://en.wikipedia.org/wiki/Siege_of_Mariupol
[2] Russo-Ukrainian war:
Russian air defense shot down a civilian airliner mostly full of Dutch nationals and the response was just condemnation and tweaking the sanctions a bit.
However, to send missile to primary school killing hundreds of school girls on the very first day of the war, if intentionally is just pure evil.
But that’s apparently not the real concern at all.
As evidence of this, the US was forced to hastily move THAAD ground station radar from South Korea because Iran destroyed a bunch of them in the Gulf [1][2]. Bear in mind there aren't many of these and they cost half a billion dollars each.
Further evidence of this is how quickly it happened. Iran most likely had detailed contingencies and battle plans for this kind of event.
As an aside, this is what militaries do. They plan for things. So whenever you see some conspiracy about how government X reacted to situation Y quickly and thus had foreknowledge, you can ignore it. Military planners are paid to make up fictional situations and figure out how to respond. That's what they do.
Weapons are the ultimate export. You use them and blow them up and the customer has to come back and buy more.
[1]: https://www.theguardian.com/world/2026/mar/11/redeployment-u...
[2]: https://www.cnn.com/2026/03/05/middleeast/radar-bases-us-mis...
If by "a bunch" you mean one.
Perhaps the government should have and advisory body that employs the smartest mathematicians for running these scenarios. Of course a lot of randomness needs to be modeled too. Wonder what would be a good name for such a body :)
Paradoxically, if anyone leaks unpalatable information from the inside that would be a problem for the government.
https://en.wikipedia.org/wiki/Daniel_Ellsberg
Numbers are hard to find for obvious security reasons, but using the numbers most optimistic to the defender[0] suggests an adversary using a Fatah type hypersonic is spending 1/3rd the cost of an Arrow interceptor, and is launching missiles that are produced at a much faster rate. Interception is deeply asymmetric in favor of the attacker.
[0] https://www.jpost.com/israel-news/defense-news/article-82314...
But I agree with your point that it does remain difficult to intercept and poses the shot-exchange problem.
This really shouldn't surprise anyone. Iran graduates as many engineers as the US (70% women), but few of them are working on front-end A/B optimization of some boutique dating site.
And, having taken grad classes with folks graduated from Iranian universities, their training is excellent. The Persian kids were always at the top of their class.
EDIT: for the record the class I merely audited was graduate level (rational) mechanics - the class par excellence if you're going to build a hypersonic.
Some observations:
Half the class was Chinese, the academically better half was Persian.
I was the only Westerner (albeit also foreigner)
The girls were wearing veils.
According to the professor, the best mecanist (?) of the 20th century, Clifford Truesdelle, was an American
The Professor was Iranian.
As the cost of drones goes to zero, the expected damage you take is roughly proportional to how much you have to lose. This means larger / richer economies cannot win these sorts of wars. To see what I mean, check out this desalination plant map:
https://www.theguardian.com/world/2026/mar/23/iran-threat-to...
It doesn't help if your commander in chief is incompetent and your invasion strategy involves treating desalination plants as legitimate military targets.
Of course, blowing up desalination plants in the middle east don't hurt the US all that much, but blowing up industrial supply chains does. We're something like 4 days away from a global chip manufacturing industry shut down (barring some logistic miracle, since we recently sold off our strategic helium reserves).
They can afford to try to destroy Iran's offensive capabilities because in-between countries allow their airspace to be used.
Wars are usually between neighbors. If a neighbor has a huge stockpile of drones they can launch a first salvo that'll overwhelm whatever defensive capabilities the other country has before they even get to the point of destroying launchers/manufacturing.
Threats of massive drones strikes are the closest deterrent a country can get to nuclear weapons without developing nuclear weapons. If Iran had 5 million drones instead of 50 thousand this war wouldn't even be happening.
It's somewhat similar to Russia waging a war in Ukraine, although I can see some reasons for Russia to attack Ukraine (mainly territory)
Cheap drones overwhelming defenses until the billion dollar radars and airfields got hit.
Then methodically hit everything according to a plan that forces allied forces to retreat to reliable water sources.
Whatever one thinks of Iran, the way they're waging this war is a masterclass in strategy.
The end game probably involves < $1000 autonomous drones that target IR or RF and drop something like hand grenades. On the defense side, there would similarly-priced interceptors with bolas, backed up with sharp-shooters for important targets.
At that point, it turns into a logistics problem that's much easier for the attacker than the defender. Iran's already demonstrated that one successful drone can do $100B-1T in damages, so a hit rate of 0.1% means a 1:100K cost:damage ratio.
Look at the Ukranians: they are currently fielding an entire suite of counter-drone tech: fast pursuit systems to hit Russian drones on launch, cheap FPV drones for last-mile intercept, integrated radar/acoustic monitoring to target and respond to launches... and of course, the Russians are responding with IR floodlights and air to air launchers on their drones, or even just launching a bunch of cheap foam decoy Gerbera's in the middle of their Shahed's to soak up intercepts. Meanwhile, the front lines are basically static -- any infantry from either side that tries to go into the kill box gets picked off by loitering drones.
And the best the US can field today is "$1mm per Patriot" or "cover a tiny area with Land Phalanx (which also costs something like $4k/second burst)".
The US had APKWS (anti-drone guided missiles) operational in the 2010s and these have been widely deployed. They are effective and cost less than a Shahed. These are just mods of an existing dirt-cheap rocket for which the US has an effectively unlimited supply. The Europeans have similar systems under development.
The US has deployed high-power anti-drone laser systems for a few years now with several operational kills. These are still new but are expected to replace CIWS. It can kill a drone for the cost of a Starbucks coffee and has a virtually unlimited magazine.
US pioneered military drones and defenses decades before the Ukraine/Russia war. There are many operational lessons to be learned from that war but both sides are using drone defense tech that is considerably less sophisticated than what the US has available.
... on 4th/5th gen fighters that cost tens of thousands per flight hour[0] based on current evidence of deployment. We're still killing mosquitoes with hand grenades.
Iron Beam/the US systems are certainly interesting, but haven't been scaled up to meaningful deployments yet.
Meanwhile, those "considerably less sophisticated" systems were fielded in exercises by the Ukranians against NATO doctrine and won handily[1].
[0] https://www.defenseone.com/defense-systems/2026/03/fighter-j...
[1] https://www.wsj.com/opinion/nato-has-seen-the-future-and-is-...
I'm not saying the general thrust of your argument is wrong, quite the opposite. But that's a big number for one drone.
A trillion dollars worth of damage seems possible if spread over some years for some countries in the Gulf where shutting down a desalination plant would cause depopulation.
that could be 100 billion USD in deferred revenue, if we assume that LNG is not going anywhere from wherever it's sitting underground, and will be simply extracted and sold later
> plus whatever it costs to do the rebuild
That is the real cost, which I would assume is nowhere near billions
That's not how revenue works at all.
That was a missile not a drone.
I'd say the real options in the near term when faced with an inbound missile is a) deciding to deplete your stockpile of interceptors with an incredibly limited replenishment rate; or b) risking a hit to a lower-value target.
Could the US go to a war economy footing and scale production? _Maybe_? I'm not entirely convinced the US can stomach the costs.
[0]: again, numbers are hard to find, but https://www.lockheedmartin.com/en-us/news/features/2026/Lock... gives a flavor of just what defenders are up against.
[0] https://en.wikipedia.org/wiki/Qassam_rocket [1] https://en.wikipedia.org/wiki/Iron_Dome
Sometimes "draw the rest of the owl" makes sense when you've got 20,000 people actively drawing owls all day every day.
But in this particular case, we're in the middle of a war where the owl didn't get drawn and the enemy has successfully launched thousands of drones and missiles at our forces and our allies, causing enough damage to severely disrupt the world economy.
Yes you should use diplomacy to ensure war doesn't happen in the first place. However if it does: they will send cheap drones and missiles at you in large quantifies.
Not if it means you can't intercept the next one hitting much a more valuable/critical building.
Trump started blaming Biden for the US's interceptor shortage two days into the war. Third-party military analysts say there's a high probability Iran's drone stockpile will outlast the US's first-tier interceptor stockpile.
The first-order math checks out: At the beginning of the war, we (and allies) were using 800 x $1M patriot missiles per day. The global production capacity for patriots is 600 per year, so there's no way we've have been able to maintain that cadence now that we're in week 4 of the war (the patriot program has not existed for enough decades). Now we see things like successful strikes on Israel's nuclear complex.
If the math isn't good enough, note that Trump backed down over the weekend, after Iran reiterated that they'd target civilian infrastructure if the US did so first. If we still had adequate interceptor capabilities, calling his bluff would not have worked.
It only makes sense to consider the cost of what’s protected if it’s actually protected. If your million-dollar interceptor protects a multi-million-dollar building from a $100 missile, and then that building is hit by a second $100 missile, was it worth it?
That’s the math that has prevented missile defenses from being deployed on a large scale despite being technologically possible for well over half a century now, and despite the fact that a single interceptor might be saving an entire city from a nuclear warhead.
An interceptor costs at least as much as what it intercepts. Take into account miss rates and the cost of defense is a multiple of the cost of offense. Add in the fact that the attacker can concentrate an attack but the defender has to defend everywhere, and multiple warheads on a single missile, and the cost of defense multiplies further.
If defense costs 10x more than offense (a conservative estimate, I’d say) then that means you need to dedicate 10x of your economic capacity to it than your attacker does. If your attacker dedicates more than 10% of what you can put into defense, you lose. Defense can work, but it needs to be against a far weaker enemy. Thats why the most prominent example is Israel defending against neighboring non-state actors. Israel is wealthy enough, and the groups shooting at them are poor enough, that the math works out in the defender’s favor. Iran is a rather different story. And of course defending the US against the likes of Russia and China is a fever dream.
I mean the assumption is that if the first missile hit the building, the second missile would have been fired at something else, right? Still seems worth it at face value especially if there's enough time between the two missiles that there aren't people in the building anymore.
This is why the superpowers mostly scrapped their ICBM defenses in the 70s. The technology worked fine. It's totally doable with 1970s technology if you're willing to put nuclear warheads on the interceptors. But for every ICBM interceptor you built, the other side could build another ICBM for the same cost or less. And you need more than one interceptor per ICBM since they can fail and the each interceptor only covers a small area. Add in multiple warheads on a single missile and decoys and suddenly you might need 10x or more. So the USA gave up on the idea of covering the entire country with interceptors, deployed a few interceptors to protect some missile silos, then shut it down after less than a year. The USSR built out a system to protect Moscow and only Moscow, which is still operational today. However, the British were able to maintain the ability to defeat that system and destroy Moscow with a single submarine, all on their own, never mind what the USA would throw at it.
If you have a certain amount of stuff you can build and you're deciding what to do with that capacity, it's not at all clear that missile interceptors are a good use of that capacity even if you're protecting objects that cost orders of magnitude more than the interceptors cost. It works if you're defending against a far less capable adversary (Israel's Iron Dome against Hamas, USA's GBI system against North Korea) but not with an enemy that's even vaguely close to being a peer.
Maybe it is possible. It does seem like it may be possible to defend against cheap drones with cheaper systems. Use lasers or good old-fashioned projectile guns instead of interceptor missiles.
For defending against proper missiles, I don't see how it's possible with any near-future tech. Guns and lasers don't work. You have to use a missile and it's going to have a cost similar to the cost of what you're shooting down. Peer enemies will be able to out-build you and many missiles will get through your defenses.
Shooting some down is better than shooting none down, but your enemy won't ignore your defensive systems. Shooting down 1,000 and having 1,000 get through is not better than shooting down 0 and having 1,000 get through. If building defenses just provokes the other side to build more offense, it's not worth it. If they're going to build the same amount of offense either way, then it might make sense to build up defenses.
Here's something to consider. The US has interceptors capable of shooting down ICBMs and with enough range to protect the whole continental US. There are currently 44 such interceptors. They cost about $75 million each. Standard procedure is to shoot four interceptors at an incoming missile to increase the likelihood of a kill, so that's about $300 million per incoming missile you want to counter. That's very much worth the cost if it prevents a nuclear warhead from reaching its target.
Russia and China together have maybe 700 ICBMs if we take a high estimate. For $210 billion, we could have enough interceptors to shoot down almost all of them. Round it up to $300 billion to account for all the infrastructure they'd need. That's a bargain compared to saving hundreds of American cities. So the question is: should we do it? So far, the American government has said "no." I agree with them, despite it being a bargain. Do you?
What are you referring to here?
More recently, they upgraded to newer missiles which could carry 8 warheads each, allowing them to overwhelm Moscow's defenses without decoys.
Great Britian alone has 10x the GDP of Iran. So an interceptor costing 10:1 is (at first approx) breakeven just for GB, who would have to intercept much less than the total manufacturing capability of Iran anyway.
Then you have every rich nation surrounding Iran as well. Let alone the USA who cannot be reached but throws their weight behind interceptions.
And finally "total manufacturing capability" is set to decline in any prolonged engagement with an Iran-like nation, but GB, western EU, USA, et al, are likely to only increase production if an engagement played out.
The math looks catastrophic on paper at 10:1, but I sincerely doubt that's the right analysis. An interceptor is worth what you're protecting, not what the attacking asset costs, so long as you can keep producing them.
That was what Russia thought about Ukraine. Effectively, they needed East European tanks and munitions for the first two years, but munitions production ramped up, and now they produce more per year that what they received over two years. A resource-rich country like the Iran that is effectively fight a death war (that's the controlling party belief) can keep up a very long time. The fact that the US tried to get the Kurds and the Baloch/Sistanni involved show that they are well aware that the way out is through a permanent civil war and the country fracturation. And imho, while Kurds accepting to be betrayed by the US for the third time in less than two decade won't have any real long term impact, an independent Baluchistan can easily destabilise Pakistan. Also, that would be a third country in the area in which the Hanafi jurisprudence is pushing hard towards Deobandi/Salafi, and personally I'd rather have any Shi'a school than that.
Not to confuse my prediction from prescription, but what prevents all the neighboring (direct or indirect over a sea) nation states from deciding to divide Iran like Germany was during the cold war? Thats not an independent Balochistan, at some point they will want reparations for all the damage, terrorism and intimidation they have incurred from Iran...
At some point the people in Iran will have to be forced to teach their innocent children the equivalent of the Nuremberg trials: there is no excuse in order to stop thinking, just following orders is not a valid legal defense.
Every population has the moral responsibility to keep the local aspiring autocrats in check, because if they don't and external power deconstructs the regime, the onus will be on the population!
Afghanistan and Pakistan are in a small war that will have some impact on Baluchistan, but official Pakistani ground troops are a no-no, because it will leave ground for the Taliban. Also India invested a lot in Baluchistan biggest port, and Pakistan threatening their investments will probably have them react (India love nothing more than helping Pakistan adversaries). Koweït is too small, Irak Kurds need to secure their autonomous region, and US promised are worth basically nothing. Azerbaijan used Iranian drones and artillery against Armenia like 2 years ago (maybe 3), and Iran apologised publicly after sending a missile to them.
All of this to say: only the US have the manpower and will for a ground invasion.
Iran is 100m large country + 100s millions more shia core / axis of resistance supressed by small regional satraps empowered by outside forces. There are simply 10x more Muslims in region suppressed for decades under same framework where arc of history would would look kindly on Iran+co for destroying US influence and the greater Israeli project and look poorly upon satraps and compradors for failing their spiritual and moral duty of reclaiming the levant. The Nuremburg trials will be reserved for those who failed Islam for secular glitz and kindly on those who protected the faith. Iran simply has the size and spiritual/historic/civilization mandate to win the regional narrative and "moral" war versus gulf monarchs that choose to coexist with Israel. Gulf monarchs who are btw also definitionally autocrats whose contract to bribe populous with petro state proceeds goes away if this war drags on, of all autocrats they are the most likely to fall and least likely to normalize against autocrat regime change. This not to say Iran is "correct/moral" just they have scale and discourse legitimacy Germany didn't.
APKWS is quite popular and those cost less than the drones. A single fighter jet can carry 40. The Europeans are developing equivalent systems.
While not widely deployed yet, the US has operational laser-based anti-drone systems that have been shooting down Shahed class drone for a couple years now.
Ballistic missiles are more costly to deal with but ballistic missiles also cost much more.
You still have to consider whether it's worth it to spend a patriot missile to intercept a drone, vs letting the drone hit, say, a billion dollar radar installation or a dozen troops.
On the manufacturing side, nobody said that all drones are intercepted with patriots. You have to look at the avg cost to intercept vs the average cost to attack, and if the ratio of those avg costs (across all attack/interceptions) is, say 100:1, and the combined GDP of the defending nations vs Iran is 1000:1, then what is the problem?
There are lower cost ways to intercept already on the market and being rolled out. See for example: https://www.defensenews.com/global/europe/2025/09/11/uk-to-p...
This whole "cost analysis of patriot vs drone" examines the worst case scenario at a fixed point in time and ignores layered defenses, the effect of combined GDP, learning, diminishing capabilities of attackers, and improvements by defenders.
However, we haven't converted our economy to just producing Patriots. We can only produce 600 / year. Drone production rates are orders of magnitude higher than that.
As for second order effects, the interception probabilities are less than one, so in this world where we're producing a million patriots per year, tens of thousands of drones (at minimum) are hitting their targets. On top of that, the offensive drones are more easily transported + retargeted, so the patriots would need to be stationed pretty much everywhere, and their adversary chooses where the attacks actually happen.
The only winning move is not to play.
Preemtive betrayal is a terrible strategy if there are more than two parties in the game, and they are allowed to cooperate.
You have to be one heck of a smooth conversationalist to convince them to take a number and patiently wait in line to be the ones to be attacked next.
If you're the guy that the others in the room know shoots first, you're also the guy the others in the room will shoot when he's reaching for something in his jacket pocket.
A decoy sufficiently sophisticated to look real to good sensors will have weight and characteristics that approach that of a real warhead, at which point you might as well add another warhead. Decoys only make sense if the marginal cost of adding them is low.
Why? Because it goes into the change in strategic thinking brought on by the atomic age (and, soon thereafter, the thermonuclear age). And there was an element of US strategic thinking that argued for a preemptive strike against the USSR.
The episode also goes into the arguments for and against the development of the hydrogen bomb, a weapon that could never really be used and arguably not even necessary when we already had the atomic bomb.
The outcome of those debates shaped American foreign policy from 1945 to the present day.
[1]:https://www.dancarlin.com/hardcore-history-59-the-destroyer-...
With the Russians it is not a question of whether but of when. If you say why not bomb them tomorrow, I say why not today? If you say today at 5 o'clock, I say why not one o'clock? -- John von Neumann, ~1950
Like not giving 100 billion dollars to someone who actively wants to kill you.
Sadly, the Trump Administration concluded we should build exactly the defense capabilities described in the film.
They even cited it by name as a good roadmap for the Golden Dome, so I know they read the title. I guess their reading comprehension levels are extremely low.
If your adversary uses nuclear-tipped missiles: within hours if not days, you are virtually guaranteed to suffer impact. Congratulations, New York is under a mushroom cloud. Lose.
If your adversary doesn't use nuclear-tipped missiles, you have a war of attrition whereby the cost of interceptors is greatly more expensive than the cost of building the conventional missiles. Congratulations, you wrecked your economy, if you can even keep up production of interceptors for long enough. Lose.
The only winning moves are to either use ground troops to invade and dismantle your opponents' missiles to prevent that risk from being realized, or to play mutually-assured destruction games trying to convince the other side that you're just an insult away from doing it anyway. And a Western world that seems desperate to keep boots off the ground is not playing that winning move.
There's also a danger in projecting linearly from the beginning of a war, where invading forces both tend to use more expensive stand-off munitions and also have to deal with more aggressive missile launches. As the defender's own air defense system gets degraded, the invader can switch from expensive long range stand-off munitions to cheaper stand-in munitions (like glide bombs) launched from much shorter range. Additionally, the invader will be able to diminish the defender's ability to launch missile strikes in the first place, either by destroying the launchers, the missiles themselves, or their production, thus reducing the demand on expensive high-capability interceptors.
Drones and mines continue to offer asymmetric warfare options that are very hard to counter without a robust low side on the high-low mix. Ukraine are the world's leading experts in this currently, and hopefully are involved with US and Gulf forces to try to improve this shot exchange ratio.
I am assuming nobody is using nukes though. That completely changes the picture. One must always assume "(some of) the missiles will get through". Traditional MAD does not require boots on the ground - merely the assurance that if Iran gets one nuke through and hits New York, the USA will respond with 100+ nukes. The real question then is what the other "large" nuclear powers (Russia and China, primarily) will do in response to that.
And the same thing is true with this comparison. The cost comparison is not interceptor vs conventional missile.
It's interceptor vs conventional missile + the damage the missile would have done.
Yes, you don't want to use Patriots to intercept Shaheds but that's an argument for using the right tool for the job. It's not an argument that the economics of interception are completely broken.
Ukraine has interceptors that are cheaper than Shaheds.
Whether it's high altitude drone swarms, terminally guided artillery munitions, hypersonic rail guns, or high energy laser defense, all are orders of magnitude cheaper than the interceptors and could be less than the cost of the (nuclear?) missile. It's true that generically defending against nukes is basically a fools errand, but if they're (also stupidly) limited to putting them on ICBMs with non-detonating fail safes, then it's probably economically doable and cheaper than the $10T forever war.
I'm sorry, the whole framing of this (OP) question/answer seems artificial and fundamentally silly.
"The loser of a knife fight dies in the street. The winner dies in the hospital."
I'm not sure that is a useful model, or more complete. I don't think you can assign interceptors to undetected missiles, so considering their effect on the value is rather pointless. It's effectively a sunk cost.
Multiplying with the probability also makes no sense from an optimisation point of view. Why would you assign lower value to a target about to be hit simply because you were unlikely to detect the missile?
The tracking probability only shows up in the meta game described at the end, where one side is trying to optimise their ability to hit valuable targets and the other is trying to optimise their ability to prevent that from happening.
Forgive my ignorance, but I thought Israel's "iron dome" offered a very effective defense.
Is this just from short distance missiles from neighbouring countries?
This article seems to indicate it's very difficult to achieve a high success rate against multiple missiles.
Admittedly I probably need to read up on this more.
Especially with ballistic missiles, the longer the range, the faster the inbound warhead will be in the terminal phase (roughly). So longer range ~= faster meaning more difficult to intercept.
"Iron Dome" is the name generally used to describe Israel's lowest tier set of defenses. Very roughly Iron Dome is designed to defend against stuff that you could plausibly fire from the back of a truck, and have a max range of around ~50km.
Very roughly, these were intended to take on something like GMLRS (realistically, massed volleys of unguided rockets) - these are rockets that one or two people could conceivably manhandle, and are traveling in the neighborhood of Mach 2-3. One of the key innovations of Iron Dome is its ability to quickly ascertain and design on which rockets were unlikely to strike valuable areas, and only engage the actually threatening ones.
The next tier up is David's Sling, and then Israel's wider set of high performance anti-ballistic missile systems. Returning the the range <-> speed thing, we'd need something like a medium range ballistic missile to get from Iran to Israel. For something like the Shahab-3, that's like ~Mach 7 during re-entry.
If we step up to IRBMs (so something that China might use to strike at Guam), we're probably talking like Mach 10.
Connection reset by Yugoslavs with microwave ovens
There are stories of ukrainian operators expressing bewilderment and BCC countries sending 8x interceptors at millions a pop at a 20k shaheed. The world doesn't seem to have acclimatized to well...how the world works now.
There is a very fundamental disconnect at play here and I fear it'll get us all into trouble
Middle Eastern countries have much more condensed critical infrastructure and economic targets than we do.
Iran has expected a war like this for decades and been continuously preparing, most of the other nations they have not.
The Ukrainians don’t think about today’s tradeoff but also about tomorrows. They learned that when when a three day special operation turned into four years.
You have to match your best defenses against the best expected incoming attack- across time- even if it means taking a hit. Yes desalination plant included
The us doctrine of defend all the things all the time against everything has failed in light of modern drone warefare
It's likely more relevant for asymmetric conflicts that involve conventional weapons, and would enable an otherwise less resourced adversary to become a near peer.
Dennis Bushnell from NASA presented this deck in 2001, and is quite prescient about UAVs and distributed warfare.
https://alachuacounty.us/Depts/epd/EPAC/Future%20Strategic%2...
This part worth stressing, ceiling for more performant missiles, i.e. faster, terminal maneuvering, decoys are geometrically harder to intercept. Past mach ~10 terminal and functionally impossible because intercept kinematics will break interceptor airframes apart.
AFAIK there hasn't been tests (i.e. FTM series) done on anything but staged/choreographed "icbm representative" targets. Iran arsenal charitably pretty shit, including high end. Hypothetical high end missile with 10%-20% single shot probability of kill requires 20-40 interceptors for 98% confidence, before decoys, i.e. 40x6=240 interceptors for 1 missile with 5 credible decoys.
The math / economics breaks HARD with offensive missile improvements.
[0] https://toughsf.blogspot.com/2025/05/the-laser-revolution-pa...
Even if you can can deliver enough energy for long enough, there is no fuel to burn and it might not be easy to detonate or disable the warhead.
For ICBMs, one idea was to use orbital, nuclear powered lasers to hit the missile on the boost phase.
But that's very much not near-future.
Lasers might still be useful for rockets, drones and cruise missiles of course.
Author here. Thank you for your insight.
I took some time to read about the recently proposed "Golden Dome" defense system, and what you laid out seems to be the end goal [0]. It's difficult to tell how realistic this actually is. The size of the constellation of satellites needed seems prohibitive, to say the least.
[0] https://armscontrolcenter.org/fact-sheet-golden-dome/
[1] https://www.defenseone.com/ideas/2026/02/space-based-interce...
[0] https://en.wikipedia.org/wiki/Golden_Dome_(missile_defense_s...
For one thing, it can do little to nothing about low flying nuclear tipped cruise missiles, especially in less than ideal weather. These already exist, so the Golden Dome system is already inadequate on day one.
> https://en.wikipedia.org/wiki/Golden_Dome_(missile_defense_s...
> President Donald Trump signed an executive order directing the United States Armed Forces to construct the [...] Golden Dome
Well, that's just taking the piss!
Pretty much nothing can stop those ICBMs - those aren't rockets.
If you dig deeper than mainstream news - Iran is lighting Israel up with those ICBMs, but they don't use them too often.
Whatever you want to call them, they are "hypersonic" traveling over 15k mph.
They definitely look fast too in the videos where they smash into Israeli housing destroying everything in an instant.
That’s the steady state. Interceptors are expensive; missiles are (relatively) cheap. There’s no sine wave or cat and mouse game. If you’re trying to defend against a peer, missile defense loses.
Optimal strategy for the attacker: Figure out how fast the interceptor can reach your missile, and have it split into a dozen warheads on different trajectories a mile before that. Include the blast radius of the interceptor in the calculation in case the defender decides to set of high-altitude nukes to defend itself against your missile.
The non-proliferation treaties we just pulled out of banned multi-warhead ICBMs decades ago because there's no feasible counter-move. That's bad for the missile business.
Back in reality, the attacker just builds 100,000 conventional drones, and 1 identical looking one with a nuke in it. Eventually, the defender runs out of interceptors, so the intercept probability trends to 0. At that point, the attacker sends the nuke without varying the behavior of the conventional drones.
This actually was why we planned to put lasers in space: the economics of one nuclear-pumped laser reflected through Unobtanium were better than any other interceptor. And even that if the effect worked (it didn’t, they could not prove lasing and fired an engineer who blew the whistle on that), the system could be defeated by a staggered salvo.
https://www.thetimes.com/world/russia-ukraine-war/article/us...
"Ukraine’s low-cost Shahed killers draw US and Gulf interest, but a wartime ban blocks sales"
https://apnews.com/article/iran-ukraine-shahed-russia-drone-...
"Ukraine Helps U.S. Bases in the Mideast With Stopping Drones"
https://www.nytimes.com/2026/03/09/world/middleeast/ukraine-...
"Ukraine deploys units to five Middle East countries to intercept drones"
https://www.reuters.com/world/europe/ukraine-deploys-units-i...
[1] https://en.wikipedia.org/wiki/Low-cost_Uncrewed_Combat_Attac...
ICBMs, for which the GBI is intended, are the most challenging to defend against and show the least interceptor success.
In contrast, we do have some pretty definitive evidence that theater and "lower" MRBM/IRMB ballistic missiles can be intercepted successfully. If you define "effective defense" as "most missiles that would cause damage are intercepted", then it is clearly possible with current technology. If you define "effective defense" as "all missiles are intercepted", then it remains beyond the current technology.
then N < 100 is well beyond current technology, regardless of whether the defense system is perfect or non-existent.
There's no magic Pareto-optimal point where investing the right amount in missile defense means that starting a war against a medium-sized country makes economic sense. Russia figured this out in Ukraine, and the US figured it out in Iran.
Israel's genocide worked pretty well tactically, but is a long-term strategic disaster. If the US continues to be a democracy, polls say that it will cause us to withdraw support sometime this decade. Also, it only works if you have an incredibly asymmetric fight.
Fundamentally the rocket equation and orbital dynamics really fight you on this.
It's a lot less "can't be done" versus "would be financially untenable to build and maintain even when the objective is nuclear defense".
* Small rockets can now land themselves.
Anything else?
Because, boy, do I think you'll be missing out.
1. Ballistic. These are traditional rockets, basically. While rockets are designed to reach orbit or leave the Earth, a ballistic missile basically goes straight up and comes down. The higher it goes, the further away it can get because of the ballistic trajectory and the rotation of the Earth.
Ballistic missiles are most vulnerable in the boost phase ie when they're just launched. Since you have little to no warning of that, that's not really helpful.
But one weakness of ballistic missiles is you pretty much know the target within a fairly narrow range as soon as they launch. That's the point of early-warning radar: to determine if a launch is a threat so defenses can be prepared.
Attackers can confuse or defeat defenses in multiple ways such as making small course corrections on approach, splitting into multiple warheads, using decoys for some of these warheads, deploying anti-radar or anti-heat seeking defenses at key points and breaking into many small munitions, sometimes called cluster munitions on the news but traditionally that's not what a cluster bomb is or was. In more sophisticated launch vehicles, the multiple warheads can be independently targeted. These are called MIRVs (multiple independently targetable reentry vehicles).
Economicallky, depending on range and capability, a ballistic missile might cost anywhere from $100k+ to $10M+.
2. Rockets. Militarily this is different to a rocket in a civilian context. It's not much different to a hobby rocket, actually. Often these are "dumb" but some have sensors and guidance capability or might be heat-seeking.
These tend to be incredibly cheap to produce and not terribly accurate but that's not really the point. The point is they're cheap and easy to produce and the interceptors are much more expensive.
3. Cruise missiles. Rather than a ballistic trajectory, these have more sophisticated guidance and travel much closer to the ground, usually to avoid radar. The Tomahawk missile is a prime example of this. These tend to be relatively expensive and much slower than ballistic missiles.
4. Hypersonic missiles. This is a relatively new invention that's kind of like a cruise-ballistic hybrid. It flies in the atmosphere for part or all of the time and, unlike cruise missiles, will fly faster than the speed of sound, usually significantly so (eg Mach 4-10). Such high speed makes interception near-impossible currently.
The big advantage of a hypersonic missile is that it has the speed of a ballistic missiles without the predictability of the target area. Plus it can be retargeted in-flight.
5. Drones (honorable mention). Not technically a missile but they fit in this space regardless. This is basically a scaled up commercial drone with an explosive payload. These are significantly slower than cruise missiles or rockets but can be live-targeted, re-targeted and have a variety of types ranging from dropping hand grenades from a height (eg as has happened in Ukraine) to suicide-type drones that explode on impact.
Drones are typically so slow that you could shoot them down with an shotgun in some cases. But they're incredibly cheap and easy to produce.
Do you know that it actually fires bb's out in a cone shape? If you aim a shotgun up in the air, you are not taking out any drones.
Look up the video of the drone hitting the hotel in Bahrain to get an idea of the speed and altitude.
Both sides have been seen with one member of a squad carrying around an issued shotgun in an anti-drone role- the fact that it shoots pellets in a cone is precisely why it's so effective. Skeet shooting is a great example of how relatively small fast moving targets can be hit consistently at range with a shotgun and they are usually using much smaller/lighter pellets with poorer velocity/range, I would assume the loads used in an anti-drone role are bigger.
The numbers are pretty bad… Way worse than the headlines suggest. But anyway nowadays, investigative journalism has been decimated....For example experts like Kelly Grieco at Stimson estimated that at 12 day war consumption rates, the entire US interceptor stockpile depletes in 4 to 5 weeks. We are now in week 4...
As of December 2025, CSIS documented delivery of 534 THAAD interceptors and 414 SM-3. The 12 day War burned through around 150 THAADs (that is 28% of inventory) and about 80 SM-3s. The current war has been drawing down from that already depleted starting point for 25 days straight...
Gulf states reportedly expended around 600 to 800 PAC-3 MSE interceptors in the first 72 hours of Epic Fury alone, and that is more than the entire global 2025 production ( about 620 units).
Meanwhile THAAD production is 96 per year….with a recent Lockheed commitment to quadruple to 400 per year, but that will only deliver these additional missiles after 2027 or later. For example the sole ammonium perchlorate supplier for every US solid rocket motor runs one plant in Utah, and the sole HMX/RDX source is a WWII facility in Tennessee…
The US has procured roughly 270 PAC-3 MSE ( the Patriots ) per year since 2015, but has diverted around 600 to Ukraine over four years. The exact remaining US stockpile is not known with the same precision as THAAD/SM-3, so they could not have more than 3000 before Epic Fury...
But it is known as I said above, Gulf allies burned through 600 to 800 or more PAC-3 MSE in the first 72 hours of Epic Fury alone from their own stocks. Since they have zero domestic production capacity, and will be competing with the US for the same Lockheed production line that only makes about 600 per year, Iran really has them by the balls.
By the way, the cost so far in munitions is 20 billion ( check references…).
Then on Intelligence...
Iran has 13 satellites of their own, and it is known to be receiving intelligence from the Russians. This data allows them to know exactly how many Patriots or THAAD were fired so far. They are also probably customers of MizarVision, a Chinese AI startup, that has been cataloguing every significant American military asset in the Middle East. Every base, every carrier strike group, every F-22 deployment, every THAAD battery, every Patriot missile position, tracked, labeled, analyzed, and posted publicly.
So...
Unless the US escalates to a Ground Invasion (most likely scenario…), or negotiates a deal with Iran, if Iran can keep their industrial production of missiles, or maybe move them far up and inside tunnels in its Northern Mountains, and...if the USA does not escalate to a ground invasion due to the political risks, they can actually win this war both from the political and strategic aspects, as incredible as that might seem.
Who is truly screwed are the Gulf countries, as their stocks of US missiles get progressively depleted… And they wont get a refill soon.
Russia strategic interests are in helping Iran, since it weakens the US and strengthens their hand in Ukraine.
What might make it worst for the Iranians is the Chinese view of this. I speculate they will prefer to help the US and its economy, by forcing the US to do a great commercial interesting deal for them, then using their strong leverage on Iran to come to an agreement.
Strategically, over the next four to six months: Russian wins, Iran wins (despite all the destruction), China wins, Israel loses, the US loses. Trump truly is the biggest loser...
"Are We Running Out of Missile Defense Interceptors?" - https://www.csis.org/events/are-we-running-out-missile-defen...
"‘Race of attrition’: US military’s finite interceptor stockpile is being tested" - https://www.defensenews.com/news/your-military/2026/03/06/ra...
"The Depleting Missile Defense Interceptor Inventory" - https://www.csis.org/analysis/depleting-missile-defense-inte...
"Over 5,000 Munitions Shot in the First 96 Hours" - https://www.fpri.org/article/2026/03/over-5000-munitions-sho...
"A Chinese AI Startup With 200 Employees Is Mapping Every US Military Asset in the Middle East — In Real Time" - https://breached.company/mizarvision-chinese-ai-satellite-us...
Iran was already teetering on the edge of being a failed state: socially, economically, environmentally, and agriculturally. Iran is expending expensive ballistic missiles to force those THAAD and Arrow shoot-downs. Yes, they're winning the shot exchange ratio, but their economy is orders of magnitude smaller than the US. Besides, unlike the Gulf states, the US and Israel are not just sitting around playing defense. They are systematically destroying substantial fractions of the Iranian war machine and have both threatened and attacked domestic and international energy production, the lifeblood of the Iranian economy.
The only true winner of this war, however it shakes out in the end, is Russia. All of the Middle Eastern powers aligned with the US are going to be desperate to rebuild their interceptor stockpiles and will surely get priority over Ukraine, likely for a very long time as the production rates are very low as you've pointed out. Plus, Russian gas and oil are worth a lot more than they were prior to this war, and are being allowed to trade more openly as well.
Of course top military powers will have even better images, but there are random Twitter users and YouTubers commissioning imagery of Russian tank bases and as long as there's no clouds on the day in question the quality is pretty good.
Things that move (ships) are still very hard to find and that's where the top powers still have a real advantage, but military bases, storage depots etc. are all impossible to hide in 2026. Even your local ragtag jihadist group can get coordinates for all your bases with a small amount of money and effort if they need them.
Making missiles that are accurate enough to take advantage of all the targeting data is still quite hard though
The math is still brutal
Originally, the lasers were going to be mobile, but now they have to be stationary, so it will work like the game Missile Command, except you have unlimited ammo, but no concurrent shots, and the missiles can't be rotating (like a rifled bullet would).
That's much more feasible-sounding that I'd assumed (coming from low expectations).
It can be purely defensive, and shoot down all aerial attacks - drones, etc. over your country's airspace.
So... no wild weasel, no successful air raids, etc. We're back to ground invasions, and frankly, a country can defend against those a lot easier.
And it also means countries not lobbing missiles at each other, and at oil fields and igniting them, or destroying shipping etc.
"Each GBI costs approximately $75 million, and as of 2024, 44 are deployed across Alaska and California [3]."
(Also, lower bounding the cost improves the argument that they're too expensive to be practical.)
Patriot PAC-3 (~$4M): Nations burnt through 600-800 in the first few days of Operation Epic Fury. There are reports that they're being used for drone defense.
SM-3 (~$10-30M): Ship-launched
SM-6 (~$4-5M): Ship-launched
THAAD (~$12-15M): Terminal phase, high altitude
GBI (~$75M): intended for interception of ICBMs (reported as the hardest type of missile to intercept)
Each type of interceptor is optimal for certain type of threats, which is yet another constraint on the optimization problem.
These things are closing at like mach 20. Physics says that's hard to do. That means it's expensive.
For reference, $75 million is in the realm of a Falcon 9 launch, which is a very cost optimized platform that doesn't have to place a very very precision instrument payload in a very very specific point in space to prepare it for a high energy, extremely difficult interception.
This is what we had to build in the 60s to allow a missile to know where it physically existed precisely enough to allow it to 50% of the time hit within a circle of ~50 meters.
When you get to certain points in physics, certain energy regimes, you no longer are building machines or tools or something mass market. You are building artisan scientific instruments, and then sometimes gluing explosives to them.
Even modern laser ring gyros do not even share a dinner table with the precision and accuracy of the above singular component of the Peacekeeper ICBMs, and that was a long time ago.
"Tech" and some of the developments of the past few decades have really confused people. The miniaturization of the transistor, and building billions of transistors on a small slice of silicon is an aberration, an anomaly. Most things don't get "Better and better and cheaper and cheaper" like that because shit just doesn't scale infinitely and in general materials science isn't that precise.
For these ground based midcourse interceptors, they have to precisely loft the interceptor package at an incoming projectile. They have to shoot a bullet with a bullet, except the target bullet might even be moving around a bit, and your ability to precisely quantify the exact parameters of it's position and velocity is already limited. Is your position and velocity measurement an inch off? Two inches? Is that too much?
How well have you quantified the thrust of your rocket engine? THIS specific rocket engine, not a random one from the batch. Will you be off in a direction by a few meters per second? That might be enough to scuttle your interception.
IIRC this is the interception payload, a kinetic kill vehicle:
https://www.youtube.com/watch?v=KBMU6l6GsdM
Then, are any of those nozzles slightly less smooth than they should be? That's a miss. Did propellant slosh in an unexpected way? That's a miss, Chicago is now a smoldering crater. Incoming round bounce your rader signal in just a slightly different way than you had the data to know about? Miss, San Fransisco now has significantly cheaper real estate. Chaotic properties of hot expanding gas slightly different than your simulation in the unluckiest way? Miss.
You have to exhaustively inspect, reinspect, quality control, test, simulate, retest, catalogue, document, every single component. You have to be able to predict, almost perfectly, how every single component will act and perform in a situation you will never get a test for.
High energy physics is always going to be hard, never cheap, because high concentrations of energy are literally what the universe itself is trying to reduce. The rules of reality itself are against you.
A creator on youtube named Alexander the Ok has done wonderful videos on a lot of the technology that goes into these systems, especially older, less classified systems.
>> drift less than 1.5×10−5 °/h
Wow...just wow. Not a GNC engineer, but that drift spec strikes me as exceptionally good today, let alone the 60s.
EDIT:
> Even modern laser ring gyros do not even share a dinner table with the precision and accuracy of the above singular component of the Peacekeeper ICBMs, and that was a long time ago.
No kidding; full transparency, that was my basis of comparison.
> Directed energy has been proposed as a cost-effective alternative, but introduces its own scheduling constraints — dwell time, platform coverage, atmospheric degradation — with similar scaling issues
The author is doing the thing where a writer tries to bamboozle the reader into a conclusion without having to prove it by overwhelming the reader with nouns. Life is too short for shitty gosh gallops.
Directed energy defense does not really compete with a system like GMD at all, because the range is extremely limited by comparison.
The US might be able to justify throwing a few billion at a few dozens of ICBM interceptors stationed in a handful of sites, but protecting every potential target (city, military base) with some kind of laser array is obviously unrealistic.
I looked up the numbers, and, interestingly, ICBMs have to slow down before they hit their target. In the midrange flight, they travel at 15,000 mph, but at re-entry the warheads are only traveling at 1900 mph, or 0.58 miles per second.
So, in the best case (the warhead is headed to the laser), the laser only gets 2.5 seconds of dwell time to intercept it. This rapidly decreases as the distance from the laser to the target increases (to 0 seconds of dwell time at 1.2 miles). Also, if the ICBM fires multiple warheads, or chaff, then you'd need to scale up the number of lasers or scale down the dwell time linearly, assuming they're all conveniently aimed within a small fraction of a mile of the laser (again, I'm assuming best-case).
Current direct energy weapons have only been demoed against UAVs, probably for this reason.
edit: my math is completely wrong: Modern nukes are optimally detonated at about 5000 ft above ground level. So, you get about 0.33 seconds of dwell time, assuming the attacker doesn't just set the warhead to detonate at a non-optimal (but still devastating) 1.2 mile altitude.
The USS Preble is equipped with HELIOS and is in Iran. [0] The US has also used "dazzlers" there too (as mentioned in the linked X thread). [1]
Israel's Iron Beam was used against Hezbollah's drones (Iranian tech), with apparently limited return for it, this could explain why it won't be seeing action in Iran. [3][4]
The only alleged case of Russia using DEWs was in August 2025. [5] Admittedly, it was a reach for me to even name them.
As cost-effective (and cool-sounding) as DEWs are meant to be, there's a reason the US and Gulf states are beckoning Ukraine for help. At the same time, the Pentagon want's to ramp up development with 3 years and the US military at large seems to be bullish on lasers...[6]
[0]: https://xcancel.com/sebastienroblin/status/20361510681621877...
[1]: https://www.armyrecognition.com/news/navy-news/2026/u-s-navy...
[3]: https://www.jpost.com/defense-and-tech/article-889677
[4]: https://www.jpost.com/defense-and-tech/article-889701
[5]: https://t.me/milinfolive/154597?single/
[6]: https://www.defensenews.com/industry/techwatch/2026/03/18/th...
Your so-called missile defense does nothing at all against a real missile like Iran's supersonic ICBMs which can exceed 24,000+ km/h.