By and large, your humble author has largely avoided talking about the war between Russia and Ukraine that entered its “hot” phase in late-February of 2022, even though it actually began in 2014 – but don’t expect the mainstream media to talk about that too much.
Breaking the “Fourth Wall” a bit, I hate politics, in general. I have strong and rigid opinions, and I am not going to beat dead horses here. So, don’t expect political moralizing. I write about the technical aspects of defense and security – which are completely agnostic, until some idiot decides that their juice is better than that of the other guy across the river.
Moving on.
There has been a toxic fantasy in the West – especially in the United States – that has arisen in the aftermath of the collapse of the Soviet Union. Caused by a putrid mix of slavish devotion among politicians desperately wanting to look good to voters, greedy and craven defense contractors, and military officers looking to pad their retirement portfolios, all of whom adopted the idiotic ideas of Alvin Toffler – a subject we recently touched on – have combined to weaken the military capacity of the West to levels of incapacity not seen in nearly a century.
After the Cold War ended, there was a frenetic rush to make the “butter not guns” dream a reality. The problem? Like all utopian concepts – especially when backed up with “sciency”-looking graphs and densely written tomes filled chock-full of techy-sounding wording – that paradigm drove Western defense infrastructure over a cliff.
What all of those lofty hopes-n-dreams deliberately ignored, was that with the demise of the Soviet Union, the only enemies left – so it seemed – were minor states, like Serbia and Iraq, and later, against various terrorist groups like al-Qaeda as part of the grandiosely-named “Global War On Terror” (GWOT).
The idea of a massive conventional war in Europe was completely dismissed as a thing of the past. In this, to be both as blunt and honest as possible, was a level of “genteel racism” that has run as an undercurrent (and occasionally not so “under”) through the psyches of the Western establishment, as massive conventional wars happened throughout those parts of the world the mainstream media chooses to ignore since the Cold War’s end.
As a result, modern (i.e., 21st Century) Western militaries are barely-hollow shadows of their former selves.
This particular Emperor’s lack of clothing became starkly apparently in 2022, as the war goaded into being by the “globalists”, led by Joe Biden’s autopen, revealed that there were no functional reserves of war material in the West, including within the United States…while Russia – with only minimal support from its allies – was able to easily maintain operations throughout the war, hysterical screaming from the Western/globalists.
In a word – the “Arsenal of Democracy” is empty. And deliberately so, in the interests of greed.
Coming Clean
NATO Secretary General Mark Rutte delivered a sobering assessment to London audiences in the summer of 2025: “Russia produces in three months what the whole of NATO produces in a year” when it comes to ammunition. The statistic encapsulates one of the most profound strategic failures of the post-Cold War era – the systematic dismantling of the Western defense industrial base just as the world was returning to the high-intensity conflicts it was designed to support.
Three years after Russia’s invasion, Ukraine remains critically short of the basic ammunition needed to defend itself, despite receiving unprecedented Western military aid. The shortage isn’t due to lack of political will or financial resources, but something far more fundamental: the West simply cannot produce enough ammunition to meet the demands of modern warfare. What was once called the “Arsenal of Democracy” now struggles to keep a single medium-sized conflict adequately supplied.
The Arithmetic of Industrial Failure
The numbers tell a stark story. Before the war, [the United States produced approximately 14,400 artillery shells per month – roughly 180,000 annually. Europe’s combined capacity for 155mm shells ranged between 240,000 and 300,000 pieces per year. Meanwhile, Ukrainian forces were using 2,000 to 9,000 shells daily in active combat – potentially consuming the entire annual Western production in a few weeks.
Russia, by contrast, ramped up to producing an estimated 4.5 million shells annually by 2024, supplemented by millions more from North Korean stockpiles. This allowed Russian forces to fire 10,000 to 80,000 shells daily at their peak – a volume that Western production couldn’t match even if every shell manufactured went directly to Ukraine.
The disparity became operationally decisive. The fall of Avdiivka in early 2024 occurred not because Ukrainian defenders lacked courage or competence, but because they lacked ammunition. Soldiers withdrew from a town successfully defended since 2014 simply because they couldn’t shoot back.
How We Got Here
The post-Cold War “peace dividend” seemed reasonable at the time. With the Soviet threat vanished and conflicts shifting to counterinsurgency operations requiring precision strikes rather than mass artillery barrages, Western militaries optimized for quality over quantity. Production lines closed, skilled workers retired, and long-standing supply chains atrophied. The assumption was simple: modern warfare would be short, decisive, and technology-intensive. Artillery-intensive wars of attrition belonged to history.
A recent academic analysis suggests deeper psychological factors at work. Western militaries over-invested in visible weapon systems – aircraft carriers, stealth fighters, advanced tanks – that could be showcased to signal military strength while neglecting unglamorous stockpiles of shells and propellant. Like luxury goods in consumer markets, these prestige platforms satisfied political and institutional desires for status while the mundane logistics of sustained warfare received inadequate investment.
The result: warehouses that looked full but weren’t. NATO’s own ammunition stockpile targets, set in 2014 to sustain a 30-day high-intensity conflict, were never met. When Ukraine needed support, European nations were drawing from “half full or lower warehouses,” as Admiral Rob Bauer, chair of NATO’s Military Committee, acknowledged in 2023.
The Response: Too Little, Too Slow
Western nations recognized the crisis early but struggled to respond effectively. The U.S. has invested billions to increase 155mm production from 14,400 monthly shells to 40,000, with targets of 100,000 by late 2025. Europe set goals of 2 million rounds annually by 2025. These are impressive percentage increases but remain inadequate to both supply Ukraine and replenish depleted Western stocks.
The problem isn’t just production capacity – it’s the entire industrial ecosystem. Explosive production, particularly TNT, relies on a single Polish factory. Specialized steel alloys, propellants, and precision components all face similar bottlenecks. It takes two to four years to establish new production lines for high-intensity military equipment, meaning decisions made today affect battlefield realities years hence.
European efforts face additional complications. The EU produces around 170 different weapon systems, with 16 different types of 155mm shells alone. Ukrainian soldiers call this diversity a “zoo,” forced to constantly recalibrate equipment as they receive incompatible ammunition batches. National defense industries resist standardization to protect domestic jobs and capabilities, creating inefficiency precisely when efficiency matters most.
Strategic Implications
The ammunition shortage reveals uncomfortable truths about Western military power. The United States and its allies possess overwhelming technological superiority in sensors, precision weapons, and command systems. They can see the battlefield better, strike more accurately, and coordinate more effectively than any adversary. But modern wars – particularly wars of territorial conquest – still require mass. You cannot hold ground with satellites nor break fortified lines with precision alone, when the enemy can absorb losses and continue fighting.
Russia’s production advantage doesn’t reflect superior technology or efficiency – Russian shells are cruder and less accurate than Western equivalents. It reflects strategic focus and industrial mobilization. Russia maintained cold-war-era production capacity, kept supply chains intact, and prioritized ammunition stockpiling even when it seemed unnecessary. When war came, this unglamorous preparation proved decisive.
The West now races to rebuild what it spent thirty years dismantling. New contracts are signed, facilities are being constructed, and production targets are set. But wars don’t wait for industrial mobilization. Ukraine needs ammunition today, not in 2026 or 2027. Every month of shortfall translates to lost territory, casualties that might have been prevented, and strategic opportunities foreclosed.
The hollowed-out “Arsenal of Democracy” stands as testament to what happens when military planning assumes future wars will resemble preferred scenarios rather than probable realities. Preparing for the wars we want to fight while ignoring the wars we might have to fight is a luxury no serious power can afford – a lesson being relearned at terrible cost on Ukrainian soil.
Russia bet long, and is succeeding. The West bet short, and is failing….It’s as simple as that. The only good thing is that we are not in direct combat with Russia.
Yet.
I can’t tell you how we’re going to fix this, because there are entrenched actors in the West – in government, industry and military departments – absolutely unwilling to bend the knee to take the actions needed to fix the problems outlined above.
Not least, when the United States Army can only seem to feed its troops lima beans and toast on Thanksgiving.
Take note.
