E: 50% of PRODUCTION, not plants, as in a few plants responsible for 50% of US refinery / LNG production.
This is making a pretty big assumption that the long-term US energy mix is going to stay the way it is.
The primary historical impediment to electric vehicles was high up-front cost, in turn driven by high battery costs. However:
https://ourworldindata.org/grapher/average-battery-cell-pric...
We're soon to have electric cars (and trucks) that cost less ICE ones, on top of the lower operating costs. Which in turn cost even less when more solar and wind are added to the grid because the "charge more when power is cheap and less when it's expensive" thing lowers their operating cost even further and reduces the amount of natural gas you need in the grid because periods of lower renewable generation can be offset by deferred charging instead of natural gas peaker plants.
Even without any purposeful efforts to do anything about climate change, the economics point to fossil fuels declining over time as a proportion of energy. Meanwhile the US administration flips parties every four to eight years and the next time they're Democrats they'll be trying to hasten that result rather than impede it. Which makes a long-term strategy of building the capacity to target petroleum infrastructure something that could plausibly be increasingly irrelevant by the time it would take to implement it.
But at same time, extend IRBM range by 1000km, and replace refineries with hyperscalers, or whatever targets that worth deterrent value (energy at top of list). Refineries just most immediately very high value targets that happens to be closest to missile range.
But the assumption is less about US adaptability/smartness, as the way commodity conventional strikes is trending, CONUS _ will _ be vulnerable eventually. Fortress America is as much function of geography as technology. Just like how 20 years ago Iran couldn't hit Israel or many GCC companies even if it wanted to... now it can. The natural outcome of longer and longer range strikes is at some point US becomes in range of Monroe neighbours who doesnt want to be Monroed.
Hyperscalers are probably not a great example because a) they don't really benefit that much from being physically centralized (especially at the building level rather than the regional level) and b) data is one of the easiest things to keep redundant, and then even if you destroy a large facility, backups get restored to another facility or distributed set of facilities with no downtime at all if the target is well-prepared and only a short period of time if they've done even minimum diligence.
The critical ones can also do the "build it on the inside of a mountain" thing and then your capacity to take down grandpa's WordPress is mainly useful to the target for rallying opposition against you.
> whatever targets that worth deterrent value (energy at top of list).
If "energy" turns into solar panels on the roof of every house and widely distributed low density wind farms etc., that's pretty hard to target.
In general centralization is often done because it has economies of scale, but those same economies of scale have diminishing returns. One huge facility reduces certain fixed costs by a million to one (i.e. 99.9999%) over having a million small facilities, but a thousand medium facilities are much harder to target while still reducing them by 99.9% and the remaining 0.0999% is negligible because you're long since already dominated by unit costs. The target can also choose where to take the trade off based on how likely they expect to be targeted. And that's a broadly applicable principle rather than something that only applies to any specific industry.
Those are ridiculous / absurd economies of scale numbers, splitting piles up 20-50% per duplication inefficiency, especially in US context (expensive regulatory/physical buildout), splitting 1 hyper to 1000 medium is not marginal more cost, it's magnitudes / 1000%s more cost - costs private or public will not go for, and is prematurely self defeating because others can always build cheaper missiles than US can build infra (hence goldendome theatrics).
In principle, US can preempt CONUS physical vulnerabilities, where 100+ years of built up over assumption of CONUS not being vulnerable. In practice the chance of that happening approaches 0. Didn't even harden CENTCOM air shelters and planners have been noting vulnerability for years. Not just economies scale, but JIT and all other aggregate downstream optimizations US likes to make in name of efficiency. US simply not culturally PRC who does not mind (and is optimized for) some extra concrete for physical security. Not that PRC does not have huge vulnerabilities, just development has been made with mainland strikes in mind.
It's the stated goal of one of the parties to keep or increase fossil fuel usage, isn't it?
> Meanwhile the US administration flips parties every four to eight years
Magic 8 Ball says "yeah, in the past, 2028 isn't looking good though"
> next time they're Democrats they'll be trying to hasten that result
Which will be blocked and/or immediately overturned by the current/next Republic Congress/Senate/SCOTUS/President.
The stated goal of the same party is to have "cheap energy" and the way voters judge is by things like how much they're paying for electricity. Which means their incentive is to make a lot of noise about how much they hate windmills and love coal while not actually preventing data center companies from building new solar farms to power them. One of their most significant benefactors is also the CEO of the largest domestic electric car company.
> Magic 8 Ball says "yeah, in the past, 2028 isn't looking good though"
Two years is forever in politics. We also have the leader of the Republican party doing all the pandering he can right now because he's trying to sustain a majority in the midterms, whereas in 2028 he can't run, and what's Trump going to do in the intervening two years during which he has no personal stake in the next election?
> Which will be blocked and/or immediately overturned by the current/next Republic Congress/Senate/SCOTUS/President.
That's not what happened last time. The electric car subsidies were introduced in 2008 and sustained until 2025.
We're also at the point where these things are going to get rapidly adopted during any period without active resistance to them.
How many years of the majority of new vehicles being electric or plug-in hybrids would it take before there are enough in the installed base to cause a long-term reduction in petroleum demand, and in turn a reduction in the economic and political power of the oil companies? Also notice that this still happens if Asia and Europe adopt electric vehicles regardless of whether or to what extent the US does, since it's a global commodity market.
Of course US can try to coerce INF for conventional in Americas, but commoditized conventional precision strike are conventional... and commoditized, it's the kind of product where specialized dual use components may need to be sourced... among millions of TEU traffic, but otherwise local industries can build, like Iran.
There's also no global pariah status for proliferating conventional missiles for self defense and hence accessible to many players, coercion / enforcement would require trying to mow grass to keep capabilities out of 600m people...in perpetuity... tall task even for even US. Especially considering form factor of missiles... i.e. sheltered / hidden, they are not major battlefield assets like ships and planes that needs to be out to have wheels turned.
Ultimately it's not about winning vs US, it's about deterring US from historic backyard shenanigans by making sure some future time when US is tempted, and US always tempted, it would risk half of CONUS running out of energy in 2 weeks.
Like the Iran logic is extremely clear now, no amount of defense survives offensive overmatch, the only thing left is to pursue some counter offensive ability that can have disproportionate deterrence value. The thing about US being richest country is US has a lot of valuable things.
IE, they'd get to retain higher profits.
What I think would really happen, is the rest of the world would suffer and run out of energy. Not the US.
Gulf coast PADD3 refineries = disproportionate production of diesel, aviation, bunker fuel for CONUS use. Something like 70% of all refined products used in US comes from PADD3, other refineries cannot replace PADD3 complexity/production levels (think specialty fuels for military aviation, missiles etc). US economic nervous system is EXTRA exposed to gulf coast refinery disruptions. PADD3 refineries (or hubs / pipelines serving east/west coast which more singular point failure) itself enough to cripple US with shortages even if all exports stopped. Gulf gas terminal is for export i.e. doesn't materially impact CONUS, it's deterrence conventional counter-value target. There's also offshore terminals. The broader point being gulf coast has host of targets along escalation/deterrence ladder.
Then why is it the US that is crying about opening the Strait? You know there are oil produsers outside of the US?
For the 20 years war you are probably talking about: I wouldn't call significant civil unrest in opposition of the war "getting bored"
