School of War - Ep 146: Eric Edelman and Thomas Mahnken on America’s Defense Strategy Crisis
Episode Date: September 24, 2024Eric Edelman and Thomas Mahnken of the Center for Strategic and Budgetary Assessments join the show to talk about what our defense establishment has gotten right, and wrong, in planning for the next w...ar. ▪️ Times • 02:10 Introduction • 02:43 National Defense Strategy • 06:58 Continuity between administrations • 08:55 Multiple theater force construct • 17:31 “A flawed net assessment” • 28:30 An imbalance of power • 34:46 Favoring the defense • 38:42 Resources and cost Follow along on Instagram Find a transcript of today’s episode on our School of War Substack
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It's difficult to look at events around the world and conclude anything other than we're on a national collision course with something tragic.
Meanwhile, year after year, budget after budget, official strategy after official strategy, the U.S. has failed to build a military capable of projecting power where it's needed.
Hence the backsliding and the accelerating feeling of things spinning out of control.
Some say the right response to this more dangerous world is to write a lot of it off.
It's not our problem.
to leave Europe, for example, to its own devices and trust that disorder there won't directly affect us.
Those curious about this approach should check out the 20th century when we tried this twice and see how it worked out then.
Others, like my guest today, argue for a dramatic reversal of our current course and a major defense buildup.
Let's get into it.
It is a prescription for war, this Iraqi invasion of Kuwait.
December 7, 1941, a date which will live in infinite.
What the experience of Vietnam is to end in a stale.
We continue to face a grave situation in Iran.
We shall fight on the beaches.
We shall fight on the landing grounds.
We shall fight in the fields and in the streets.
We shall never surrender.
For maps, videos, and images, follow us on Instagram.
And also feel free to follow me on Twitter at Aaron B. McLean.
Hi, I'm Aaron McLean.
Thanks for joining School of War.
I am delighted to welcome back to the show today.
Eric Aedleman. He is counselor at the Center for Strategic and Budgetary Assessments.
He's had a long career in public service under Secretary of Defense for Policy, Ambassador
to Finland, Ambassador to Turkey. Eric, I believe this is your second time on the show.
And ahead of you, you have your fellow guest, Tom Mankin, coming in at number three, his third
appearance. When you get to five, there's a set of steak knives, Tom. Tom is president and chief
executive officer of the Center for Strategic and Budgetary Assessments. He also teaches at Johns Hopkins
Seis, where Eric, I should say, you're at Sice as well. I have to- I have stopped teaching, but I was there
for 15 years. Excellent, excellent. Well, welcome, welcome back both of you. Thank you for joining,
and you gentlemen are both just wrapping up your service on the Commission on the National
Defense Strategy. Eric as Vice Chair and Tom as a commissioner. You released your findings here
earlier this summer, and it generated some attention. And I wanted to just tee us off by asking a very
broad question for those maybe who do not follow these processes closely at home. What is the
National Defense Strategy? Where does it fit in the nation's policymaking process? And from there,
we'll go to your recommendations. Well, maybe I can start. And Tom, you know, I'm happy to have him
chime in and correct me where I get things wrong. So first, the National Defense Strategy is
requirement of the National Defense Authorization Act. Department of Defense has to provide one
at that outset of every new administration. It is the legacy requirement of earlier requirements
that the Department of Defense provide a quadrenial defense review. That was what it was called
in the 90s and early parts of this century. And the Congress decided, starting really in the
late 90s with one of the QDRs that was done in the Clinton administration.
And it wanted to have a blue-ribbon panel of outside experts provide the Congress with essentially
a second opinion of any given administration's effort to craft a defense strategy.
And so there was a national defense panel in the late 90s that reviewed the second QDR
of the Clinton administration.
And then it fell into dissuadeude for a way.
while during the Bush administration. And then in 2010, the Congress brought back the idea of having
a panel provided with a second opinion. And so there was an independent panel to provide the Congress
in its view of the QDR that was produced in the Obama administration. Then in 2014,
a national defense panel to review the second Obama QDR in 2014, a National Defense Strategy
Commission that looked at the Trump administration, 2018, NDS. I was the co-chair of that version of the
commission. I've actually served on four of these, the 2010, 2014, 2018, and most recent one.
I co-chaired the last one with Admiral Gary Roughhead and was vice chair, as you mentioned,
of this iteration. I was incredibly fortunate as a vice chair to have an, you know, a vice chair.
the Republican side, appointed by Republican members of the Congress, three commissioners
who had served with me in 2018, Tom being chief among them, but also General Jack Keene,
former vice chief of the chief of staff of the Army, and Roger Zackheim, the executive
director of the Ronald Reagan Institute. So all four of us were recidivists, and then we had four
colleagues pointed out by the Democratic side. And I would stress, and I'd like to take the
opportunity to say that Jane Herman, our chair, did really, I think, Yelman's service and trying to make
this completely a nonpartisan exercise. And so, although we had four people appointed by Dems and four
by Republicans, I don't think in our deliberations, you know, it would have been very easy to tell,
at least for most of the time, you know, who came from where. And our report did in the end,
you know, reflect a unanimous consensus of the eight commissioners. Yeah, just, just, just
to agree with Eric and just, you know, spell it out. I mean, yeah, the NDS Commission came
into being because Congress was looking for an independent, bipartisan look at the administration's
national defense strategy. And I'm personally grateful that we managed to achieve a bipartisan
consensus, you know, on such a, such an important topic as the national defense strategy.
So the basic idea is the president and his staff at the White House establish a national security strategy, each administration, then the national defense strategy is the military component of that sort of nests within the national security strategy, better nest within, given that the president's commander in chief. And then you folks come along and provide, as you put it, Eric, a second opinion. What is the basic worldview of the 2022 Biden, Austin, I guess you would say national defense.
strategy. What did it change? If anything, was it change from 2018 and Trump, I guess, is that
Mattis in 2018? Or is there more continuity or more change? Like, what's the baseline that your
critique launches off from? Yeah, look, I think there's, first off, there was a lot of continuity
between the Trump administration's national defense strategy and the Biden administration's
national defense strategy. Maybe more continuity than, you know, partisans of either side would like to
admit. The, you know, the previous national defense strategy was, was remarkable because of its
emphasis, its recognition of the reality of competition with China and Russia. And with it, you know,
the prospects of at that time, 2018, you know, the prospects of a great power war. The Biden administration
came into office even more focused on China. And then, of course,
course, you know, reality intervened. I mean, reality in the form, unfortunately, of the Ukraine
war and then subsequently in the Middle East. And so I think that's, you know, one of the things
that we had to accommodate in our commission's deliberations. It was supposed to the continuity
between the previous administration and the current administration. And then also the way that
the world has unfolded subsequent to, you know, to those documents.
So one of the, I think, headlines out of your report and one of the ways in which it distinguishes its vision of America's National Defense from really both the 2018 and 2022 strategies is that you call for a, quote, multiple theater force construct.
And the actual strategy does not.
What does that mean?
That's quite a mouthful, multiple theater force construct.
It's also kind of, I wonder if it's sort of intentionally vague in the sense that it's not.
two-war or two-theater, you know, it's a little broader than that. Say what you mean by that.
Say what the actual strategy calls for and why your proposal is in your view superior.
Well, maybe I'll start, but Tom has written on this publicly outside of the commission,
and so he is, you know, really the expert on the matter. Aaron, as you know, in the wake of
the Cold War, the United States developed a strategy that was focused essentially on the ability
to wage what were variously described as, you know, two major regional conflicts or major contingency
operations, one of which was putatively in the Middle East, essentially an operation against Iraq
or Iran, and one was in Northeast Asia, essentially a scenario on the Korean Peninsula. And that is the
construct that the Department of Defense used throughout the 90s and then into the 2000s.
to size the force and structure the force that the United States, the joint force that the
United States would maintain.
In the 2018 strategy, there have been permutations and combinations of this over time,
and the 2018 strategy was the first one that explicitly said, we will not structure and build
the force to fight two wars simultaneously.
We're prepared to fight one major adversary, and we will hold the other.
essentially, you know, at bay with our nuclear deterrent. And the 22 strategy said essentially the
same thing. I think in 2018, we were actually raised concerns about this in that review. And I think
the concern we have is that when you say that you have a one war strategy, in some sense, it's really a
no-war strategy. Because what you're really saying is that you have sufficient forces, extant, in the force,
to be able to win one conflict, but you'll be at some risk, maybe high risk. I mean, I think
our judgment in 2018 is we would have been at high risk everywhere else in the world. So you,
you, what the Secretary of Defense essentially in the position of the, in a crisis being asked by
the president, do we have the forces to respond to this act of aggression? And the Secretary of Defense says,
well, you know, Mr. or Madam President, we do, but you're going to be at high risk everywhere else in
the world. So, you know, if it were in the Indo-Pacific, yes, but you'll be at high risk in Europe
and you'll be at high risk in the Middle East. And frankly, under those circumstances,
how many presidents do you think are going to choose to actually respond to aggression?
So I think it is our view that the United States, and I think our view is that reality has
imposed this on us, the reality of the war in Ukraine, the reality of what's happened in the
Middle East since October 7th. We have, we're a global power with global interests, and we have to
have a force that's capable of doing many things at once and basically deterring conflict, hopefully,
in all of these places. So we have to have sufficient forces that can do more than one thing at a time
because you don't want to make yourself subject to potential opportunistic aggression if you commit
yourself to one fight and have someone join in in another. But again, Tom is really the expert on
this having written in foreign affairs and elsewhere on this subject. Well, yeah, I don't know about
that, but no, I appreciate it. Look, I, you know, Eric talked about the world as it is. And so I think
we considered the world as it is. And the world as it is includes certainly three vital theaters
for the United States, the Pacific, Europe, and the Middle East. And previous administrations have
tried at various times in various ways to downgrade or disengage us from those different theaters
unsuccessfully, wholly unsuccessful. And so if we are a global power, and I believe,
to my marrow, that we are a global power, then we need to account for three theaters.
That's one part of the world as it is. Another part of the world as it is involves the adversaries that we face. And we face China, we face Russia, we face North Korea, we face Iran. And if we just think about them acting on their own, you know, those those adversaries don't respect kind of regional boundaries that we draw up. China is active not just in Asia, but across the world. Russia similarly is not active just in Europe, let alone North
Korea or Iran. So if we think about even just, you know, having to face any of those adversaries,
such a conflict might, you know, might span theaters. And now is the emerging reality of our
adversaries increasingly overtly collaborating with one another. And so that's led to, you know,
what I like to call an axis of authoritarianism that we face. And that axis spans theaters. And so
any force planning construct that the U.S. develops, I think to our, to our mind, needs to account
for that reality. Not to say that we don't set priorities, but we do need to acknowledge the world
as it is, and that's a world where the United States has interest across theaters. The United States
faces adversaries across theaters and that those adversaries are increasingly collaborating with
one another across theaters. Let me just add one other thing to what Tom said.
if I might, which is in addition to our the state adversaries that Tom, you know, listed quite
correctly, you know, Russia, China, North Korea, Iran, all of whom are now collaborating with
each other in intensifying ways. We also still face a threat of, you know, mass casualty attacks
from violent Islamist extremist groups. And we just had a reminder of that, of course, with the
cancellation of the Taylor Swift concerts in Vienna.
that's a threat that remains out there.
That threat, my personal view is has been exacerbated by the Biden administrations,
catastrophic and shambolic, you know, withdrawal from Afghanistan.
And so that's something we have to be prepared to deal with on a kind of steady state basis
while we deal with all these other problems that Tom outlined.
So, Tom, you repeatedly use the expression where we're dealing with the world as it is.
there is a line of critique of your work for the commission in this report that runs something like, on the contrary, you are dealing with the world as you would like it to be, specifically in terms of American power.
America simply in the year 2024 does not have military resources. It does not have the defense industrial base.
It does not, I mean, we can continue the list. Those are two pretty big ones right up the front to maintain.
its primary role in the balance of power in these three regions to the extent that it does.
Maybe it's a bit Fugazi even in the moment.
And as a consequence, we are fantasizing if we think that we are going to be able to effectively
deter or indeed, if necessary, win a conflict that is multi-theater in nature.
In fact, in the attempt to do so, what we are actually doing is eroding our ability to deter
anywhere, particularly in Asia, where for a variety of reasons,
We actually, I think, based on what you write in the report, I think there's probably a point of
universal agreement here, where Asia is the primary theater, we will fail to deter a war there
because we are overextended. Classical, great power slash imperial, call it what you want,
overextension, it has befallen or felled empires, our primary powers in the past, and it looms
here. And you commissioners, you have been correctly, as this critique would continue, you have
been correctly sounding the alarm about our lack of resources. You're right about the diet.
for multiple rounds now. You've been right about the diagnosis. And yet little meaningful work
has actually been accomplished to address it. So it's your prescription that's wrong. And the correct
prescription, someone used this word, I think it was U-Tum, is to prioritize. We have to prioritize.
And that means allies in Europe and the Middle East simply need to understand that if they're not
on their own, exactly, they are substantially on their own and they're going to need to figure it out.
because we are going to go to the Pacific and we are going to effectively deter there.
Eric Aedleman, Tom Mankin, what say you to this line of argument?
Well, I think first off, that line of argument sells short the United States.
I think it sells short the American people.
I think it sells short the U.S. economy.
And, yeah, so I think that's the one thing that it does.
I think another thing that it does is it tends to oversell our adversaries.
So I think that view flows from a flawed net assessment of the balance between us and our
adversaries. And by the way, any such net assessment should include not just us, but our allies.
And so if the real lineup, you know, is America and its allies, let alone its friends,
versus this axis of authoritarianism, I'm not sure how you can bet against America and its allies.
to the argument that, and if you take that argument seriously, then the United States needs to play
an active role working with its allies. And here I'll defer to Eric, the career foreign service
officer who knows much more about alliance relationships than I do. But my experience as, you know,
as a scholar and practitioner, has been that our alliances are much more effective when the United
States is actively engaged. Indeed, we see it. Right. We see it in the resources.
response to Russia's War of Aggression in Ukraine, where our allies are supporting Ukraine
also across theaters. It's not just our allies in Europe that are supporting, and even
our friends in Europe that are supporting Ukraine, the allies across the globe. So I think
that's an important part of it. We can have another conversation about how effectively or
efficiently or ineffectively or inefficiently the U.S. government does its job in generating
American power and American military power. That's another part of what we talk about in the
Commission's report. There's plenty of room for discussion. There's plenty of room for improvement there.
But ultimately, the idea that, you know, the United States is not a global power, should not be
a global power, to my mind, underplays America and our allies. I guess I would just add two major
points to what Tom said, Aaron. One is, since the Second World War, one of our great comparative
strategic advantages as a nation has been the fact that we have a global set of alliance
relationships that our adversaries have lacked. We have a multilateral, integrated military
alliance in Europe, which kept the peace throughout the Cold War and ultimately brought about
the collapse of the Soviet Union and the dissolution of the Warsaw Pact.
We've had bilateral defense treaties with important powers in East Asia, our bilateral treaties with first and foremost Japan, but also the Republic of Korea.
Once upon a time, the Republic of China, Taiwan, but now not a treaty obligation anymore, but other obligations enshrined in the Taiwan Relations Act of 1979 that came about after we average.
brigated our treaty in order to fully normalize relations with the People's Republic of China,
treaty relationship with the Philippines, which is now increasingly important, and of course, in Australia.
And we have not treaties, but a system of so-called special relationships in the Middle East,
notably with Israel, but also the Kingdom of Saudi Arabia, Egypt, Jordan, the United Arab Emirates,
others, Morocco. And those defense commitments that we have to our
allies are in some sense indivisible. The idea that we can look at these theaters of operations
in some kind of stovepipe and say, well, we're going to prioritize the Indo-Pacific and, as you said,
tell our allies in Europe and the Middle East to, you know, fend for themselves by and large.
That will have enormous impacts on our allies in the Indo-Pacific, on whom, for instance, we rely for
access to the region. And that access is particularly important, given the build up of Chinese
capabilities that are aimed at limiting our access to the region. So the notion somehow that these
commitments are divisible, I think, is a Camero, honestly. And, you know, I think back to the
Obama administration's failure to abide by its own red line on Syria's use of chemical weapons.
Tom may have had the same experience. The people I heard from who were most exercised about that
were our Japanese and Korean colleagues, who were worried about what did that mean for the U.S.
commitment to defend them in the East China Sea and the South China Sea, et cetera.
So that's point one. Point two on the military means at the disposal of the United States.
You know, look, our last report in 2018 said the United States, if current trends continued,
was at risk of losing a conflict if we got into one.
And I could go back and there's a steady stream of reports.
I mean, in 2010, our report said that we could see a train wreck coming because the resources
we were devoted to defense were declining in the Obama years and the challenges we were facing
were increasing.
In 2014, after the Obama administration executed its so-called pivot to AIDS, we were
Asia, we said that the Budget Control Act, which imposed across the board 10% cut in the Defense
Department budget, was a strategic misstep for which we would pay in the future.
In 2018, as I said, we forecast the potential we'd lose a conflict.
We came back as a group to look at this in 2023 and 24, and we found everything had gotten
worse, but that's not an act of God that we were responding to.
That was the act of human beings in the United States Congress and the executive branch
who have not prioritized the national defense.
I mean, as we describe in our report, we're facing arguably the biggest challenge we've faced
since 1945, more complex and in some ways more dangerous than in the Cold War.
Yet the resources we're devoting to defense have been declining.
That's a choice that we've made.
And the same for our industrial base. The reason why our defense industrial base has been shown to be
lacking during the Ukraine exercise. And in that regard, I think President Putin did us a favor in
sense because it exposed the fragility of our defense industrial base. But the reason it's fragile is because
after the Cold War ended, we took a big procurement holiday, spending decreased. And the defense
industry had to consolidate into a smaller number of units capable of producing defense goods.
And we're now paying for that. And it is true that if we're going to be a global power and
deal with the challenges that we describe in this report, we're going to have to make a major
investment in that defense industrial base in order to allow it to be able to surge production
because what we've seen in Ukraine and also in the Middle East is that modern warfare, you know, is, you know, it is very costly and it is going to consume enormous amounts of munitions.
Let me push a little harder on the specifically on the question of the military balance.
And the very first thing that you said, Tom, that this line of critique undersells the United States.
And listeners, the show will be unsurprisingly, you say, I'm with you on a lot of what you say to include the indivisibility of commitment.
seems to me to be, or of challenges, seems to me to be hard to argue against these days.
There was a, I was wasting time this morning on Twitter instead doing my work.
And there's this guy I follow, perhaps you're familiar with his work.
Tom Sugert, by maybe mispronouncing that, possibly Sugart.
I've never actually met him.
But he's affiliated with CNES, former submariner.
And he had a tweet thread this morning, which is, you know, a thing that we do these days,
about this, you know, the Chinese containerizing anti-ship capabilities so as to disguise them.
and how a ship that potentially, he's a scholar, an expert in these matters,
a ship that potentially could be a base or nest for such containerized items,
is just sitting right now at a pier something like a mile or two from the Norfolk Naval Base.
And it's an alarming, really interesting, actually, thread that, you know,
he has no evidence, obviously, that this ship has that kind of thing on it.
He simply makes a pretty strong circumstantial case that it could.
And here it is.
It's sitting right in front of us, which makes it.
makes you think, of course, that, you know, why would we assume that a war, even just with China,
occurs in the Western Pacific? It could easily start in the Atlantic, or at least involve a very
early component in the Atlantic. So anyway, leaving all that aside, the military balance, I do think
there is a dilemma. I don't think you guys would reject that there is a dilemma here that we
need to have a serious answer to, which is, it's all well and good to say that, yes, we'll
counter allies in the balance of power. The United States, the economy is really, comparatively
speaking not that bad compared to our adversaries. We'd rather be us than them, et cetera, et cetera.
Nevertheless, China is doing the equivalent of making a play for Cuba, as though the United States
were making a play for Cuba, is making a play for something in its own backyard in a Taiwan scenario,
arguably in a conflict with the Philippines too or any number of other scenarios we could think
about. And we are not. We are going halfway around the world. We are projecting power at a point
away from the United States, it's sort of much further away than Europe, obviously, are probably comparable
to the Middle East in terms of logistical challenges, but then a much more serious adversary.
So they can put everything they've got into it. But what you guys are saying is actually,
we kind of have an obligation not to. We have an obligation to manage all of these other commitments
as well. And so, you know, how can you be so confident? I feel like this line of critique would
then utter, how can you be so confident that the balance of power, in fact, is in our favor?
even if we even if in a magical world where Jane Harmon and Eric Edelman and the commissioners and
Tom Mankin suddenly were emperors for a day in our defense commitments and spending and so forth,
did everything you recommend in the report? Well, that's still years to go before we really get to where we need to be.
So how do we, you know, shouldn't we be a little alarmed about the balance of power specifically
in the Western Pacific? And what on earth are we going to do about it in the short to middle term?
of course we should be concerned about the balance of power in the Western Pacific.
And that is the most important theater.
But I think the point is first that if not the only theater, as you pointed out,
I've known Tom Schuagart for a lot for years.
I respect him and his work.
And I think it's valuable in getting us to think beyond outside of the box.
And so while we're thinking about outside of the box,
we should avoid thinking about a particular scripted scenario, say for a China-Taiwan conflict,
that conflict could erupt in any number of ways, as you pointed out, a conflict with China
could emerge in any number of ways and it could grow in any number of ways.
So even, you know, even if you're only concerned about China, which I think is sort of
an outdated view, quite honestly, given the cooperation, collaboration between.
between Russia, China, Iran, and North Korea.
Even if we can imagine that somehow we could magically isolate the China challenge from
everything else, that China challenge is not synonymous with the Taiwan Strait.
That's an important component of it, but I think we can overfocus.
And again, as just as reasonable human beings who've lived the last, I don't know how many
years, I mean, there is a real danger of overfocus here to the detriment of other challenges.
And look, we've had multiple administrations that have earnestly tried to get us out of the Middle
East. Where is that taking us? Earnestly tried to not get us out of Europe, but essentially,
really radically reduce our posture in Europe. Where has that gotten us? I think at a certain point
across administrations, both political parties, we need to acknowledge the reality. And the reality is
that we are a global power with interests in multiple theaters facing adversaries that are active
across theaters. And as Eric said quite eloquently, you know, where we are today as a result of
conscious choices that were made. And I think,
think what the commission is saying is we, given the world we're in in 2024, we need to make
some different choices. Yeah. I mean, I think it can't be stressed enough. I mean, there's,
Aaron, you've been pummeling us with the, you know, the, you know, right wing critique of our work,
but there is also a left wing critique of our work, which is that, you know, we're just a bunch of
warmongers and we, you know, we want to, we want to just line the pockets of the military
industrial complex by, you know, buying them more toys that, you know, only going to get us
into trouble and get us into war. I can't stress enough that I think all eight of us on the commission
were animated by the view that the most important thing for the United States to do is deter
a conflict and prevent war. The idea of a war in the Indo-Pacific, I mean, is it would be
staggeringly costly, both economically and in, you know, not just in treasure, but in lives
as well. And to your point about, you know, container ships sitting off Norfolk, one of the points
we make in the report is there is no reason to believe that if we add in a conflict that the
United States homeland is going to be a sanctuary, you know, the whole land is going to be
affected, certainly by non-kinetic means, you know, cyber and other kinds of attacks, but potentially
even kinetic, you know, attack. So we want to avoid that, you know, and the way to avoid that
is to create doubt in the minds of adversaries that they can easily obtain their objectives
that they're willing to bear. And it's true that the military balance in the Western Pacific
has been adverse to the United States and the trends have been going in the wrong direction.
and this is something of previous commissions have tried to draw people's attention to repeatedly.
And so, you know, for us to easily, you know, get to overmatch against China early is going to be
difficult and take, you know, some time. But that doesn't mean there aren't things we can do
to impose on them. Many of the kind of dilemmas that they've imposed on us that raise the cost to them
and will hopefully create doubt in the minds of Xi Jinping and other decision makers in Beijing
that they want to take an early run at us and engage in some kind of aggression.
That's what this is all about.
It's about deterrence and raising the potential costs to the point where engaging in aggression
does not appear to be a winning strategy for the other side.
How do you folks think about, and this comes up in the report,
but solutions that are designed for the short to middle run as we hopefully get our act together
for the longer run.
You know, this discussion of quote unquote hedge forces, the use of autonomous technology,
cheap, cheap, replicable, massed autonomous technology.
You know, help listeners think through this dimension of the question, whether in the Western Pacific or otherwise.
I mean, it does seem to me to the extent that there's good news here, it's that the consensus right now, I have two of Washington's leading defense experts right now recording this episode.
But the consensus seems to me to be that we are back in a moment that favors the defense over the offense, that that seems to be a headline out of Ukraine.
Nuclear weapons also sort of favored the defense, very broadly speaking, and that's another issue we should probably talk about.
So for all the advantage that China accrues for the fact that its objectives are,
a lot closer to mainland China than they are to us. It's still got to get across the water to get
there and it's still got to build up beach heads, et cetera, there. What could we do in say 2026 about
these things that while we're building the shipyards, as it were? Well, and Aaron, I think your
points at excellent one. And it's, look, it's not just getting across the Taiwan straight. I think we also
need to think about the geography of the Western Pacific that is favorable to us. We have the tendency
And it's understandable, you know, to think about the tyranny of distance, the distance from the
west coast of the United States to, you know, to the Asian mainland.
That does disfavor us.
On the other hand, if you look at things from Beijing, the so-called first island chain,
which, you know, we named before they adopted the name, let's call it what it is.
That's U.S. allies and U.S. friends going all the way from, you know, from Japan down through
Taiwan, through the, you know, through the Philippines.
that same maritime geography of the Western Pacific hams in China,
hemms in China's control to the Pacific Ocean, to sea lines of communication.
And to your point, in a world of precision strike, in a world of unmanned systems,
there's great advantage in control of that terrain.
And so I think we're, and here is another area where having capable allies like Japan,
which is quite capable when it comes to air defense, when it comes to anti-ship capabilities,
submarine, anti-submarine capabilities.
As Eric said, a renewed cooperation with the Philippines, our allies in Australia who are
quite capable as well, that is advantageous to us.
So I think there's a lot that can be done in the short term to take advantage of that
favorable geography, including, quite frankly, working even more with our Taiwanese
friends and helping them to defend themselves. And not just us, and this goes beyond the NDS
commission. So I'd caveat it appropriately, but I think, you know, working with our, our close allies
in defense of Taiwan. You know, I would just add one other thing. There are domains where we still
maintain huge advantages over our adversaries under sea, for instance. And that's one reason why
past commissions have called for increased production, for instance, of Virginia class attack submarines,
But to your point, Aaron, about, you know, building the shipyards, it's one reason why the
defense supplemental that was passed in April was so important because not only did it increase
our support for Ukraine, but there was a big chunk of money in there for the submarine
industrial base that will allow us to increase our capabilities there, notably to make good
on our undertakings with the UK and Australia as part of Augustus, which is, I think, one of the more
salutary initiatives of Biden administration, but also, you know, to be able to just increase our own
production. I mean, we've called in the past for production of three Virginia class subs a year,
up from two that were, you know, forecast that were actually producing about one and a half.
You mentioned the supplemental. Roger Wicker, ranking member of Senate on the
committee, obviously played a leading role in that, among other related issues on the hill.
We just had him on the show talking about his report, 21st century, peace through strength.
which calls for 5% of GDP to be spent on defense.
It strikes me that from a very big picture point of view,
his report and your commission's report are pretty consonant with each other.
There are some interesting, I'm curious to know how you would say.
I mean, he calls explicitly in that report for a, quote, two-war force construct,
which is a little more specific than where your report came down.
So I'm curious how you think about that distinction.
But I'm also curious how you think about the 5% number,
what number is the right number. And then critically, and you gentlemen are our commissioners and
scholars, so it's a little easier for you, I think, to talk about these things than elected officials.
How are we going to pay for this stuff? Because it is really a lot of money. So please,
there were sort of a few questions in there, but feel free to tackle it, however you like.
Well, just very briefly, because I know we're running out of time. First, I just, I think it's
important to say that Senator Wicker's work and our work, you know, went on independently of one another.
You know, we, now it's, it's also true.
His staff had some sense of what we were doing on the commission because we had an interim
report to the Senate Armed Services Committee that we did orally.
So they have the benefit of that as they were doing their work.
But these were two sort of independent efforts, and I think it's important to make that clear,
although there is a certain amount of overlap, as you point out, in what each group, you know,
has argued.
On the issue of resources, I think, you know, what we said in our report, if we'd had to try and get unanimity among, you know, everybody on what the top line number should be, we probably would never have come out, you know, with a report.
Because I think we all have individual views, higher, lower, or what have you. But I think what we did say pretty effectively is if we make the argument as we do that we are facing a challenge, certainly has been.
as what we faced in the Cold War, if not bigger, then it requires at least a kind of level of
effort like we had in the Cold War. And in the Cold War, the average that we, you know, spent
as a percentage of GDP on defense was something I think like it was 4.9%, so pretty close to that
5% figure that you cited. But it was higher at various points and lower at others. I think it peaked
out in fiscal 51 and 16%, you know, at the beginning of the Korean War.
You know, during the Reagan years, it was in the 6 to 8% range.
You know, we're down hovering right around 3%.
So we've got to have a, you know, a serious investment.
It's going to take a few fiscal years to ramp up to get to that level,
to get the Department of Defense in a position, frankly, to be able to absorb, you know,
a large influx of funding.
But, you know, we need to be able to invest in the defense industrial base to allow it
to have surge capacity. We have to have that level of effort. And I think we were unanimous in that.
Yeah, look, I think the parallel between Senator Wicker's effort and our effort derives from
the fact that I think we both just started with the world as it is, the world as it is in terms
of U.S. interests, in terms of threats. And I think the logic certainly led us on a bipartisan
and basis to acknowledge the need to do much more in terms of defense resources. The other
alternatives just don't make sense. We're not going to just say goodbye to the Middle East and or
Europe. We're not just going to walk away from our allies or our territory. So you've got to do
something about it. And as Eric said, once you go to that point, then you just sort of need
to triangulate. I don't know what the right answer is, but you need to triangulate it. And so you look
at historically when we faced somewhat comparable challenges, how much were we able to do to meet
those challenges? And as to, you know, how do we afford it? Well, I mean, I nominally have a degree
in international economics, but that's not really a serious thing. I mean, look, the defense budget
is politically derived, not economically derived. We have done much more when we've needed to in the
past. And oh, by the way, that investment in national defense has also yielded jobs. It's
yielded technology. It's, I think, quite frankly, it's one of the few uses of federal spending that
actually produces things. And so, you know, and look, we have a Congress that saw fit to
spend $2 trillion on infrastructure during COVID. I mean, it's, if the Congress,
whoever's in a majority, whoever's the minority is not averse to spending money,
I think the point is that a more threatening world demands greater resources for defense.
And that's, look, that's not to say that we can't do things more efficiently,
that we can't find efficiencies.
I think we're unanimous as commissioners that we absolutely have to do that.
But we're not going to meet the threats to American security from change that we find
between the pillows of the couch.
We should do that.
We should be good, responsible stewards of the American tax.
taxpayers dollars, but just efficiencies are not going to get us where we need to go.
In our report, Aaron, we said some things, and I'm sure we'll tick off, you know, people right
and left, literally. So I think we all agreed that, you know, part of the way that we pay for
this to your question, we may need additional revenues. That may mean taxes. But we also
have to clearly reform entitlements. If you look at the 20-year congressional budget office
projections of the deficit, the main drivers of that deficit, which we I think all agree is a potential
threat to national security over the long term, are Medicare, Medicaid, and Social Security.
And those are going to have to be reformed, you know, as well in order to get us where we need to go.
But I would just say one thing. The Constitution of the United States, you know, directs the Congress
to provide for the common defense.
It must do that.
It's an obligatory requirement of the Constitution.
All the other parts of the federal budget
are things that they may do.
So, I mean, I think that is the most important
obligation of the federal government
is to defend us.
Eric Edelman, Tom Mankin,
both commissioners on the commission
on the National Defense Strategy.
This has been a really interesting conversation.
Your recent episode,
as well, Eric, when you came and discussed early Cold War nuclear strategy and Tom, both three
episodes, but the most recent one is front of mind on strategic fallacies or fallacies and strategic
thinking have been much praised, by the way, and I commend them to listeners who haven't,
who have listened. I've had one person tell me, Eric, that they listened to your episode to
bone up to cram for exams and graduate school, which I'm not sure either of us could actually endorse.
Yeah. It wasn't a Thai student, so at least there's that. But anyway, thank you both very much.
Really interesting conversation.
Thank you, Aaron.
Always a pleasure, Aaron.
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