RR The Wire 1900Z December 23, 2023

PRECEDENCE: ROUTINE RR

DTG: 190023Z DEC 23

ICOD: 180023Z DEC 23

CONTROLS: Public Release

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BLUF: MARITIME ATTACKS EXPAND TO INDIAN OCEAN. SPAIN, ITALY LEAVE RED SEA TF.

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-International Events-

Indian Ocean: The M/V CHEM PLUTO was attacked with a kamikaze drone in the northern Indian Ocean, approximately 200 NM SW of Gujarat, India. AC: Though no one has yet claimed responsibility for this attack, this matches the typical attack profile of Iran, who has a history of conducting similar attacks in the same area.

Red Sea/HOA: Italy and Spain have followed France in leaving the US-lead maritime security coalition OPN PROSPERITY GUARDIAN. Both Spain and Italy have left this coalition due to the refusal to place their ships under US command. Some nations have claimed that they will be supporting the mission, but have pledged no naval support. Per the latest press releases, the Netherlands will be sending two staff officers, and Denmark will be sending one staff officer. Australia will be sending 11 staff officers, but no ships ATT. The U.K. has pledged to commit one ship (the HMS DIAMOND, already in theatre) to the operation.

-Analyst Comments-

This operation has (in effect) collapsed before it even began. The U.S. Navy does not need a coalition to provide maritime security, but the explicit lack of cooperation from allies speaks volumes on the diplomatic front. Since the dawn of naval warfare, projecting power around the globe via maritime supremacy has been a strong indicator of a nation’s standing in the world. If the U.S. has lost support for one for one of the simplest naval operations that is doctrinally possible (counter-piracy and missile defense against a non-state actor), this does not bode well for the U.S. Navy or for the United States’ standing in the world. This also highlights the issues of naval command that would be huge vulnerabilities in the event that conflict breaks out in the South China Sea. If the strongest naval force in human history cannot reliably defend unarmed merchant vessels, and leads the Task Force so poorly that allied naval powers publicly don’t want to be a part of it, there is little chance for success in a conflict that involves a near-peer threat.

Strategically, it is possible that the U.S. intends to launch an offensive operation against Yemen and/or Iran. After all, the US Navy has already demonstrated that, despite best efforts (and outstanding work on the part of the DDG crews so far) missile defense is challenging even under the best of conditions. As such, the U.S. is probably planning operations to strike targets within Yemen to ease the pressure on defensive efforts. However, even though DoD leadership has financial interest in Raytheon (the supplier for most of the munitions used by the Navy so far), the sheer lack of production capacity has cast doubts on what the DoD’s actual plan is. Following the Ukrainian war and the war in Gaza, US weapons stockpiles are at an all time low, and it’s highly likely that the DoD simply doesn’t have the munitions to launch a major offensive campaign. If OPN PROSPERITY GUARDIAN is really a cover for a more offensive effort, this would explain major allies parting with the plan, as no major nationstate has the desire to become entangled in yet another war that even the U.S. can’t pay for. Though it is costing up to $2 million per missile to shoot down Yemeni missiles/drones, other nations may see this as vastly cheaper than launching a major military campaign.

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Analyst: S2A

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The Wire - December 23, 2023