April 2, 2026

US burning through years' worth of critical weapons stockpiles in Iran

Pete Comment

The article below looks too good, more informed by human intelligence agencies than typical news agency gloss. The article also evinces a deep understanding of missiles, more like military intelligence than news agency exaggeration. 


Article

Australia's ABC News reports April 2, 2026 https://www.abc.net.au/news/2026-04-02/us-israel-gulf-states-burn-through-weapons-supplies-iran-war/106489382 

"US burning through years' worth of critical weapons stockpiles in Iran"

A missile is launched from a battery on a warship.

Analysts estimate about 850 US Tomahawk missiles have been fired during the Middle East war. (US Navy via AP)

In short:

The US is estimated to be burning through high-end weapons at a rapid pace in its war on Iran and stockpiles could take years to replenish.

Analysts say the weapons may not be available for use should other conflicts break out.

They say the duration and outcome of the war could be affected by which side runs out of critical weapons first.

A limited supply of minerals was not an issue you could "just throw money at", he added. 

March 26, 2026

AUKUS the "Political Stunt"


Kym Bergmann, Editor of Australia's excellent Asia Pacific Defence Reporter, 15 minutes, 15  seconds into his podcast Episode 132 of March 24, 2026, identified the interview above and below. 

In the interview author and former Deputy Chief of the RAAF, Retired Air Vice Marshal (AVM) John Blackburn AO comments (here and above) on the Australian defence force distorting damage that AUKUS is causing. This is in a March 21, 2026 interview with 7News Australia’s National Affairs Editor Tim Lester.

From 3 minutes 12 seconds to 6 minutes 44 secs, AVM John Blackburn describes the AUKUS submarine deal as a “political stunt”. The deal was initially announced on September 15, 2021 with the Australian Coalition Government of Prime Minister Morrison and Defence Minister Dutton attempting to out manoeuvre the Labor Party led by Anthony Albanese. Morrison-Dutton attempted to cause a split between the anti-nuclear Labor Left and the nuclear neutral Labor Centre-Right. Morrison-Dutton gained support from the opportunist British PM at the time, Boris Johnson and an aging President Biden. Blackburn expects AUKUS to be eventually shelved.

Trump privately dismisses AUKUS, in other intel Pete has access to, as a “lame Biden project, but useful to extract cash from the Aussies”).

March 19, 2026

US Bases & Aircraft Threatened By Iranian Drones & Missiles

Gessler on March 14, 2026, commented: 

As for Iran, while it's a possibility that China may have supplied them advanced AAMs (like Iran's Fakour-90) it should be noted that unlike Pakistan, Iran does not have any Airborne Early Warning & Control (AEW&C) aircraft that are necessary to take full advantage of extended-range AAMs by providing targeting cues for fighters carrying those AAMs.

SAMs remain a threat but it seems the US & Israel have conducted an extensive SEAD/DEAD campaign before bringing any of their aircraft into or near Iran's airspace. But from what I'm gathering, they have only obtained air superiority/air dominance over limited sections of Iranian airspace...which implies Iranian SAMs are still active in other parts of the country.

Iran already operates the older Russian S-300 system which has long-range capabilities as well. So even without any Iranian S-400s (or maybe they have?) coming in, any airborne activity near Iran is under threat - despite the fact Iran's target-acquisition capabilities may have already been degraded significantly.

I'd say the threat to allied aircraft is actually more on the ground. Iran's drone strikes with Shahed-136 and other models have been relentless and have successfully achieved saturation effects against US military bases at several locations. US expensive & hard-to-replace assets like the AN/FPS-132 early warning radar & AN/TPY-2 radars used by THAAD batteries have been damaged and/or destroyed at multiple sites.

https://www.twz.com/news-features/iranian-attacks-on-critical-missile-defense-radars-are-a-wake-up-call

Recently, up to five USAF KC-135 tankers were supposedly struck by Iranian drones when parked at the Prince Sultan air base in Saudi Arabia (much farther from Iran than UAE):

Contradictory reports https://defencesecurityasia.com/en/iran-missile-strike-kc135-saudi-arabia-us-airpower-logistics-prince-sultan-air-base/ and https://www.jpost.com/international/article-889882


Smaller aircraft like fighters have some provision for Hardened Aircraft Shelters (HAS) that can protect against the effects of most drone attacks. But larger force-multiplier aircraft like KC-135 refuelers or E-3 AWACS (or indeed the Australian E-7 Wedgetails) don't have this luxury and therefore remain uniquely vulnerable to Iranian drones and missiles.

The USAF seems to have now evacuated a lot of their vulnerable assets like the aforementioned KC-135s to bases in Europe:

https://defencesecurityasia.com/en/us-evacuates-kc135-tankers-prince-sultan-air-base-iran-missile-threat-gulf/

March 17, 2026

India's sovereign energy needs: Russia and Iran

Inspired by Gessler's March 14, 2026 comments on India's oil and gas prices, Pete has done some research on how India's energy needs relate to Russia and, to a lesser extent, Iran.

Says Gessler: "In India the petrol/diesel prices haven't moved up, largely because the Indian Government and oil companies had maintained a somewhat elevated price for motor fuels for a long time, regardless of the price of oil dropping in the international markets after previous disruptions like the Ukraine war. So the oil companies have been sitting on a cash surplus for years and don't mind burning through a bit of it now in order to stabilize the market."

[Pete Background: India imports 82% of its oil needs. India’s strategic petroleum reserves may be 87 days. https://en.wikipedia.org/wiki/Oil_and_gas_industry_in_India#Strategic_petroleum_reserves

India is the second biggest oil importer after China and is highly dependent on imported crude oil. https://en.wikipedia.org/wiki/Oil_and_gas_industry_in_India#Foreign_trade India is the third largest consumer of crude oil in the world, after the US and China. https://en.wikipedia.org/wiki/Oil_and_gas_industry_in_India#Consumption  https://en.wikipedia.org/wiki/Oil_and_gas_industry_in_India

India has significantly increased its Russian oil imports since the start of the Russian invasion of Ukraine due to deep discounts, making Russia a top supplier.[66][67] In 2025, several top US officials and political figures accused India of effectively financing Russia’s war in Ukraine by serving as a major buyer of Russian energy.[68][69] In late 2025, the US, EU, and UK significantly escalated sanctions against Russia's two largest oil producers, Rosneft and Lukoil, to curtail the financing of the war in Ukraine.[70] 

These measures have significantly disrupted India's oil trade, leading to a sharp decline in imports from these specific entities.[71]On 19 December 2025, Ukraine’s Security Service (SBU) conducted a first-of-its-kind long-range drone strike on a "shadow fleet" oil tanker in the Mediterranean Sea, targeting a vessel that had recently delivered oil to India.[72]

[But] On March 13, 2026, to help deal with the economic costs of the war, the US temporarily lifted restrictions on the sale of Russian oil. However, oil prices have barely been affected by this.

India’s top oil suppliers in 2024. by country, were https://en.wikipedia.org/wiki/Oil_and_gas_industry_in_India#Oil_imports_by_source_country  US$51.3 Billion from Russia, $28.6 Billion from Iraq, $19.3 Billion from Saudi Arabia, $13.7 Billion from the UAE, and $5 Billion from the US.

https://en.wikipedia.org/wiki/India%E2%80%93Russia_relations#Cooperation_in_the_energy_sector ]

Says Gessler: "The bigger problem here is liquid natural gas (LNG) and its derivatives liquid petroleum gas (LPG) and compressed natural gas (CNG) etc. Local production of natural gas only meets about 40% of India's requirement and most of the remainder used to come from the Persian Gulf. Now there's a gas shortage especially for commercial establishments as the Indian Government wants to prioritize domestic (cooking/heating) [a sensitive public issue] supply until shipments from other places (US, Russia) can come in."

[Pete Backgroundhttps://en.wikipedia.org/wiki/India%E2%80%93Russia_relations#Cooperation_in_the_energy_sector  In 2025 the US threatened or imposed secondary sanctions on India for buying Russian oil and gas,

https://en.wikipedia.org/wiki/International_North%E2%80%93South_Transport_Corridor the International North-South Transportation Corridor (INSTC) is already being used to transport Russian fuel, including gas and oil, to Iran and beyond by rail. The 7,200 km multi-modal network serves as a strategic, sanctions-resilient route for energy and commodities, connecting Russia to Iran and India via the Caspian Sea and central Asian rail links.

·         Active Shipments: Russian fuel, including gasoline and oil, has already been transported to Iran by rail along the eastern branch of the INSTC, with roughly 30,000 tons moved in early 2023.

·         Infrastructure Growth: Russia and Iran are constructing the 162-km Rasht-Astara railway to physically connect their rail networks and boost the corridor’s capacity.

·         Strategic Goal: The INSTC aims to reduce trade costs and times by 30-40%, bypassing traditional Western-controlled maritime routes.

·         Projected Growth: By 2030, the INSTC capacity is expected to carry up to 25 million tons of cargo annually, including major shipments of oil, gas, and fertilizers.

Slightly off topic: Around 2014 Russia agreed to build more than 20 nuclear reactors over the next 20 years in India. https://www.bbc.com/news/world-asia-india-30978152  The Russian president stated in an interview, "It contains plans to build over 20 nuclear power units in India, as well as cooperation in building Russia-designed nuclear power stations in third countries, in the joint extraction of natural uranium, production of nuclear fuel and waste elimination." 

Gazprom, the Russian company, and Gas Authority of India have collaborated in joint development of a block in the Bay of Bengal. Kudankulam Nuclear Power Project with two units of 1,000 MW each is a good example of Indian–Russian nuclear energy cooperation. Both sides have expressed interest in expanding cooperation in the energy sector. In December 2008, Russia and India signed an agreement to build civilian nuclear reactors in India during a visit by the Russian president, Dmitri Medvedev, to New Delhi.[110] ]