Sarah Paine – How Hitler almost starved Britain

Dwarkesh Podcast 1h36 12 min #100
Sarah Paine – How Hitler almost starved Britain
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Summary

  • This lecture by Sarah Paine examines how Britain used maritime strategy to survive and ultimately defeat continental powers in the World Wars, then applies those lessons to assess the strategic positions of Russia and China today. The core argument is that geography fundamentally shapes what military and economic strategies are viable: maritime powers like Britain (and the US) can blockade, project force globally, and access allies and resources via the seas, while continental powers hemmed in by narrow seas—like Germany was, and like Russia and China are—face structural vulnerabilities that no amount of military brilliance can fully overcome.

Britain’s geographic position and the continental problem

  • Britain is an island nation separated from the European continent by a narrow moat—the English Channel and North Sea—which historically protected it from invasion but also created a persistent strategic problem: how to prevent any single power from dominating the continent.
    • For centuries that rival was France; after German unification in 1871, it became Germany.
    • Britain’s access to its empire and to allies like Russia depended on controlling key maritime chokepoints: the Suez Canal (requiring cooperation from Spain, France, Italy), the Dardanelles and Bosporus (requiring Turkish cooperation), and the northern sea route to Murmansk and Archangel.
    • In both World Wars, Turkey failed to cooperate, and in WWII the Fall of France, fascist sympathies in Spain, and Italian Axis membership left Britain in serious trouble—facing a continent largely closed off to it.
  • The seas give a maritime power mobility, access to theaters and resources, and sanctuary at home. Britain’s challenge was to leverage these advantages against continental armies that could only move by land through countries that let them pass.

Lessons from World War I applied in World War II

  • The generation that led WWII had been conscripts in WWI and learned hard lessons from that war’s failures:

Don’t go beyond the culminating point of attack

  • In WWI, British offensives out of trenches into machine gun fire racked up hundreds of thousands of deaths for negligible territorial gain. In WWII, Britain avoided this: after the disastrous landing on the continent in 1940, it evacuated the army at Dunkirk rather than throwing it away, and waited years before returning via Normandy.
    • WWI British deaths were roughly double WWII deaths, despite WWII’s larger scale, because Britain adopted a peripheral strategy rather than committing its main army to the continent from the start.

Coordinate allies simultaneously, not sequentially

  • In WWI, there were only two coordination conferences among the Entente powers, and Germany could shift forces between fronts at will (West in 1914, East in 1915, West in 1916). In WWII, coordination began before US entry (ABC staff talks, Atlantic Conference, Atlantic Charter), involved both civil and military leaders, established combined commands, and aimed to squeeze the enemy on all fronts simultaneously so it couldn’t divert forces.

Supply your allies

  • In WWI, no Lend-Lease existed; Russia’s railways were incomplete, and the Gallipoli campaign to open a supply route through the Black Sea was miserably executed—the navy tried to force the Dardanelles alone for two months, alerting the Ottomans, and when troops finally landed they were met by prepared defenders. The campaign stalled in three days, dragged on for eight months, caused 190,000 casualties (55,000 dead), and coincided with the Ottoman massacre of 1.5 million Armenians.
    • In WWII, three-quarters of Lend-Lease aid flowed over completed railway systems (Trans-Siberian, Murmansk line, Persian corridor), and the Normandy landings succeeded where Gallipoli failed: years of buildup, a disinformation campaign that misled Germans about the landing site, and a properly joint and combined operation.

Convoy merchant shipping from the start

  • In WWI, the Royal Navy considered convoy duty unmanly and only began convoying merchant ships in 1918, by which point Germany had nearly sunk a terminal quantity of British trade. In WWII, Britain began convoying even before entering the war.

Occupy the enemy’s capital

  • In WWI, German troops were abroad at war’s end and civilians never felt the full brunt of the conflict. Churchill and Roosevelt insisted on boots on ground in Berlin so Germans would experience the war they had inflicted on others.

Blockade and the Battle of the Atlantic

  • The opening move of a maritime power against a continental enemy is blockade: cutting it off from ocean trade and forcing it to rely on its own and occupied territories’ resources. Britain could do this to Germany because Germany’s trade passed through narrow seas dominated by the Royal Navy; Germany could not blockade Britain back because it lacked access to the open ocean.
  • Germany’s response was commerce raiding—using U-boats to sink Allied merchant shipping, especially after occupying France gave it submarine bases at Brest, Lorient, Saint-Nazaire, La Rochelle, and Bordeaux.
  • The Allied response was convoying, and the Battle of the Atlantic became the war’s most critical sustained campaign.

How the battle unfolded

  • 1940—Hitler’s Happy Time: U-boats turned the North Sea into a kill zone. After the Fall of France, Britain had to convoy 400 miles further west but had lost many destroyers in Norway and Dunkirk. Admiral Dönitz used wolfpack tactics (concentrating submarines on convoys at night) and exploited captured British codes. 850,000 tons of Allied shipping sank. A Greenland gap in air cover became a killing field.
  • Mid-1941 to early 1942—British intelligence advantage: The British captured Enigma machines, rotors, and code books, allowing them to decrypt German messages within 36 hours by summer 1941. This enabled evasive convoy routing and may have saved up to 2 million tons of shipping.
  • 1942—Blind again: Dönitz added a fourth rotor to the Enigma machine, blinding the British for most of 1942 until they captured a four-rotor machine with all rotors and code books.
  • 1942—Hitler’s Second Happy Time: After the US entered the war, Admiral King (like his WWI Royal Navy predecessors) disdained convoying as unmanly, and the US eastern seaboard kept its lights on, silhouetting merchant ships. Louisiana and Texas oil shipments along Cape Hatteras became a kill zone. Over a million tons were lost in the first three months. King reversed course in May 1942 and implemented an interlocking convoy system, but Dönitz shifted operations to the Caribbean.
  • 1943—The tide turns: The air cover gap closed. The US introduced radar (which Germany never matched), hedgehogs (elliptical depth charge patterns), auxiliary aircraft carriers (providing air cover beyond land range), and small destroyer escorts with sonar, radar, and depth charges. In May 1943, Germany lost 41 U-boats—an unsustainable rate. In one engagement, 25 U-boats attacked a convoy of 37 ships, sank nothing, and lost three submarines (plus one damaged carrying Dönitz’s 19-year-old son Peter, who died). Dönitz withdrew U-boats from the North Atlantic.

The decisive factor: American industrial production

  • The Battle of the Atlantic was won not just by intelligence and technology but overwhelmingly by the US ability to outproduce Germany in ships.
    • In 1943, US Navy hulls and personnel tripled; they doubled again in 1944.
    • Merchant hull construction quadrupled in 1942 and doubled again in 1943.
    • Even as Germany built more U-boats, the kill rate was so high there was barely any net gain. By mid-1943, new ship construction diverged sharply from losses—there was simply too much Allied shipping for Germany to sink.
  • Admiral Dönitz was right that U-boats, not surface ships, were the way to raid commerce. Hitler eventually scrapped the surface fleet entirely. But Germany had bought the wrong navy before the war: it should have invested in U-boats and minimized surface vessels it could never deploy against the Royal Navy.

The blockade’s effects

  • The blockade strained the German economy significantly, but German commerce raiding also came close to sinking a terminal quantity of British trade. Britain depended on imports for about half its food and for oil. The counter-blockade strategy worked but was touch and go—remove any one element (cryptography, radar, new ship classes, allied coordination, air cover, industrial output) and the outcome might have been different.

Peripheral theaters

  • Once the Atlantic was commanded (sustainable Allied traffic getting through), Britain and the US could pursue peripheral operations. A peripheral theater is one where the enemy commits a minority of its forces—in WWII, between two-thirds and three-quarters of German ground forces fought Russia, so all other theaters were peripheral (one-quarter to one-third of German forces).

Prerequisites for a good peripheral theater (from naval theorist Sir Julian Corbett)

  • It must be overseas so the enemy can’t invade your homeland or wreck your productive base.
  • You need local sea control, and your sea access must be better than the enemy’s land access so attrition favors you.
  • You deploy a “disposal force”—forces in excess of homeland defense needs, sized so that even if the operation fails, the homeland isn’t ruined.
  • Operations must be joint (coordinating land and sea) and combined (coordinating with allies), with friendly locals and command of your own forces so you can leave if necessary.

The four phases of peripheral operations

  1. North Sea—Essential for British homeland defense. Keys: Scapa Flow, Strait of Dover, coast of Norway. Britain controlled the first two; Germany took Norway and set up submarine bases at Bergen and Trondheim, threatening Arctic convoys.
  2. Mediterranean—Keys: Gibraltar (Atlantic access), Suez Canal (Red Sea access), Crete (Black Sea access), with Malta as a fallback. Italy’s Axis membership threatened all three. Malta was blockaded until late 1942. Germany had to bail out Mussolini in Greece and Crete. The Suez Canal came under threat.
  3. North Africa and Italy—Once the US entered the war, Allied assets allowed North Africa to be retaken. Rommel lost not because he was inferior as a general but because he couldn’t be supplied—60% of Dönitz’s oil tankers were sunk once Malta held. North Africa opened the way to Sicily, then Italy.
  4. Normandy—Only possible because peripheral operations had attrited German forces and the Atlantic was secured. The air campaign over Germany also functioned as a peripheral operation, wrecking productive capacity and forcing Hitler to pull air squadrons and anti-aircraft guns from the Eastern Front.

How peripheral operations work strategically

  • Start where you can win; success opens more promising locations.
  • Attrite enemy forces cumulatively while relieving pressure on the main front (Russia).
  • Control resources for yourself, deny them to the enemy, put time on your side.
  • Strengthen your alliance system through mutual dependence.
  • Divide the enemy’s attention across multiple theaters, overextending them.
  • Progress from containment to rollback to regime change through cumulative sequential effects.

The Eastern Front: the main theater

  • The Eastern Front was the war’s decisive theater. Only two countries had truly large armies: Germany and Russia.
    • Operation Barbarossa (Germany’s 1941 invasion) suffered nearly 30% casualties—“catastrophic success.”
    • Even after German conquest reduced the Soviet population below that of the US, Russia mobilized twice the army the US did.
    • Russia alone produced more munitions than Germany; with US entry, Allied munitions output dwarfed the Axis ($100 billion vs. less than $40 billion).
  • Lend-Lease was critical to Russia: the US supplied high-octane aviation fuel (which Russia lacked despite producing many planes), vehicles, locomotives, rolling stock, and food (Spam prevented famine in winter 1942–43).
    • Distribution: one-quarter through Murmansk (dangerous, many ships sunk), one-quarter through Persia, half over the Trans-Siberian Railway.
    • Japan didn’t sink this shipping—the Axis alliance was dysfunctional; Japan and Germany never coordinated their theaters.
  • Arctic convoys were called off for most of 1942 and 1943 due to devastating losses. Stalin was so desperate he sent peace feelers to Hitler in 1943; Hitler wasn’t interested.
  • By Normandy, Russia tied up 228 Axis divisions versus only 58 in Western Europe, Italy, and elsewhere. Normandy was possible only because of Russian endurance.

The importance of allies

  • Alliances should be additive: combining complementary capabilities and sharing them optimally.
    • The Axis alliance was additive in a parasitic way—Germany added conquered territories’ GDP but needed large occupation forces and damaged what it took.
    • The Allies genuinely helped each other. Germany’s conquered Europe was a petroleum deficit zone; rerouting Romanian pipelines was nearly impossible in wartime.
  • Churchill’s famous line: the only thing worse than fighting with allies is fighting without them. You need complementary capabilities, different geographic positions, and coordination to gang up on a continental problem.

Russia and China today: geographic prisons

  • The lecture applies the WWII case study to contemporary Russia and China, arguing both are structurally hemmed in by narrow seas in ways that mirror Germany’s vulnerability.

Russia’s constraints

  • Russia has almost no reliable access to the open ocean. Its naval bases on the Bering Sea and Barents Sea require passing NATO territory to deploy; the Arctic has no economic activity or population.
  • Black Sea: Russia could theoretically blockade Bulgaria, Romania, Ukraine, and Georgia, but Ukraine has shown that drones, shore ordnance, and aircraft can close narrow seas to naval power. Russia has already moved its naval base from Sevastopol to Novorossiysk.
  • Baltic Sea: Once potentially useful for blockading Baltic states, but Sweden and Finland have now joined NATO. The Baltic is effectively a NATO lake.
  • Overseas base at Tartus, Syria: Useless in wartime—the Dardanelles can be mined shut. With Assad in Moscow, its status is unclear.
  • Russia’s remaining asymmetric capability is cutting undersea cables.
  • NATO has expanded in arcs—from small European nations during the Cold War, to former Soviet satellites after 1991, to Sweden and Finland after 2022. Russia sees this as encirclement but ignores its own role in provoking it through occupation and brutality.
  • Putin’s real strategic problem is not NATO but China. Tsarist Russia took territory from China that China might want back, including Siberia with its energy resources and Lake Baikal (20% of the world’s surface fresh water—critical as China depletes its northern water table). Putin is destroying Russian assets in Ukraine while this eastern problem metastasizes.

China’s constraints

  • China has 20 neighbors (13 by land, 7 by sea), many of which have excellent reasons to despise it. It is surrounded by narrow seas.
  • Potential blockade targets: Korea (Yellow Sea/Sea of Japan, though Japan complicates this) and the South China Sea (Vietnam, Brunei, and Cambodia lack alternate coastlines). But Thailand, Malaysia, Indonesia, the Philippines, and Taiwan all have coastlines facing the open ocean, making a complete blockade extremely difficult.
  • As Ukraine demonstrated, neighbors with drones, submarines, planes, and shore artillery can close narrow seas to both merchant and naval traffic.
  • China’s east coast faces the open ocean, but projecting power across it to threaten the US west coast is implausible—Hawaii is far away and import-dependent, and the islands get larger and more defensible closer to China.

Mahan’s prerequisites for maritime power

  • Alfred Thayer Mahan’s requirements: a moat (insulation from attack), dense internal transportation grid, reliable egress by sea, dense coastal population, commerce-driven economy, stable government with transparent power transfers.
    • Russia: No moat (most neighbors of any country), lamentable internal transport, no reliable sea egress, sparse northern coastal population, never a commerce-driven economy, no stable institutions.
    • China: No moat, improving internal transport, no reliable sea egress (narrow seas), dense coastal population (yes), was more commerce-driven under Deng Xiaoping but Xi is privileging the crony sector, no stable institutions (dictator for life).
    • Neither Russia nor China can play the maritime game effectively. They remain continental problems that don’t understand their maritime limitations.

Hitler’s blunders versus structural factors

  • An audience member argued that Hitler’s errors—invading the Soviet Union, declaring war on the US after Pearl Harbor—mattered more than British strategy. Paine responds that it’s both: Germany’s geographic position made it structurally vulnerable, but Hitler’s specific decisions accelerated the outcome.
    • Germany’s GNP plus all conquered territories was still a fraction of Allied combined output. Even with better strategy, Germany faced overwhelming material odds.
    • But the war could have gone differently: if Germany had skipped the surface fleet and bought far more U-boats, it might have knocked Britain out before US entry. If Hitler hadn’t declared war on the US, American support for Britain would have been harder to sustain.
    • The key question is always “what is ‘win’?” If Hitler had stopped after the Anschluss and the Sudetenland, he’d be remembered as Bismarck II. His unlimited objectives—regime change, genocide, total continental domination—guaranteed a fight to the death against overwhelming coalitions.
    • Dictators don’t reassess. Elections allow a course correction when leaders fail; dictators double down. Putin won’t back down in Ukraine, and if he wins there he’ll move on to the next target.

Bismarck’s limited wars versus Hitler’s total war

  • Bismarck’s three wars (Danish, Austro-Prussian, Franco-Prussian) succeeded because they had limited objectives: take specific territories, leave the opposing government in place, offer generous peace terms when the value of the object was lower to the loser than to Prussia. Prussia went from the weakest of Europe’s five great powers to second only to Britain.
  • Hitler’s objectives were unlimited: the destruction of states and peoples. This guaranteed total war against all neighbors simultaneously—a fundamentally different and unwinnable proposition.

Industrial output versus strategy: what determines victory?

  • A recurring debate in the Q&A: was WWII won by Allied industrial superiority or by better strategy? Paine argues it was a package—remove any element (cryptography, radar, alliances, technology, industrial output) and the outcome changes.
    • However, she concedes that the sheer disparity in GDP and manufacturing (Allies had roughly three to five times Axis output) was the deepest structural factor. Technology and strategy shaped how long the war took and how many died, but the material imbalance made an Allied victory overwhelmingly probable.
    • The one scenario where Germany might have won: if it had never bought a surface fleet, invested entirely in U-boats, and knocked Britain out before US entry—requiring Hitler not to declare war on America. This was the pivotal counterfactual.
  • Applied to today: China’s manufacturing output, shipbuilding capacity, and global trade volume are comparable to or exceed America’s in raw numbers. But China lacks allies (it prefers bilateral relationships), is surrounded by hostile neighbors, and is vulnerable to sanctions and supply chain decoupling that could compound over generations—the difference between North and South Korea shows what a few percentage points of growth reduction over decades can mean. China’s best path is to work within international institutions to change rules; the Putin-style continental approach is negative-sum and triggers a timeout from the global order.
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