Ukraine needs more soldiers than it can field, even with draconian conscription policies. And it needs more matériel than the United States can provide. This reality must inform any future Ukraine policy, from further congressional aid to the diplomatic course set by the president.
How much does Ukraine need and how much can we actually provide? Mr. Biden suggests that a $60 billion supplemental means the difference between victory and defeat in a major war between Russia and Ukraine. That is also wrong. $60 billion is a fraction of what it would take to turn the tide in Ukraine’s favor. But this is not just a matter of dollars. Fundamentally, we lack the capacity to manufacture the amount of weapons Ukraine needs us to supply to win the war.
Since the start of the conflict, the United States has gone to great lengths to ramp up production of 155-millimeter shells. We’ve roughly doubled our capacity and can now produce 360,000 per year — less than a tenth of what Ukraine says it needs. The administration’s goal is to get this to 1.2 million — 30 percent of what’s needed — by the end of 2025. This would cost the American taxpayers dearly while yielding an unpleasantly familiar result: failure abroad.
Proponents of American aid to Ukraine have argued that our approach has been a boon to our own economy, creating jobs here in the factories that manufacture weapons. But our national security interests can be — and often are — separate from our economic interests. The notion that we should prolong a bloody and gruesome war because it’s been good for American business is grotesque. We can and should rebuild our industrial base without shipping its products to a foreign conflict.
