@KGB:
The Japanese have more trannies than the Allies in a KJF, and the Allies were less likely than Japan to use their transports as fodder in big battles in Revised. KJF will only be easier, and more attractive as well - having a both a Baltic and a Med fleet in a KGF will be more costly now.
In a Revised KJF, allies need join their fleets to survive Luftwaffe. Since USA will be sending most of their income to Pacific, no new ships will be sent as defense. So, in Revised, we usually had at start:
- UK bb from z2
- 2 UK trannies (maybe 1 if germans attacked canadian one with z8 sub)
- Soviet sub
- 2 tra and 1 dd (USA)
8 hit points, 11 defense points, and usually Baltic fleet was dead UK1 or UK2
In AA42 we have
- Soviet sub useless against Luftwaffe, marginal use against german surviving subs
- Trannies useles as fodder, you will lost 1 if germans attack the canadian one
- Germans could attack or USA’s z10 fleet or UK’s BB at z2
So, we have, as best, 1 UK bb, 1 USA cr: 3 hit points, 7 defense points. That as best. You’ll probably lose one of the trannies unless germans want use the sub against UK bb+soviet sub, and that can hurt anyway. You still have to buy one dd or those surviving subs will toast you next round (Baltic subs should be sent to z7 to annoy allies). You need buy at least 2 or 3 defending ships AND some trannies if you want do something with UK, and you cannot do that and buy any IC round 1. SAF IC is vital in case of KJF, and must be built round 1. You only have 15 IPCs to buy boats if you want defend Africa
Even worst: the dd and the tra from Baltic will be toasted, sure. But those 2 subs will exit to z7 to menace allied builds. Germany could buy 2 subs, 8 inf, 1 art G1 and make a solid menace against UK’s fleet round 2 or 3. Or they could buy the old AC anyway and conserve the Baltic fleet. In fact, I wonder if that AC or the subs will be a basic tactic G1
The shuck for KGF is also damaged by the same reasons: it will start later and it will have less defense. It will have to stick join UK and USA fleets. Soon or later, Luftwafe could make a try, specially if still has some subs as fodder. More than that: any fig bought by germans force allies to buy at least 1 dd, and probably a cruiser if they want be safe. And if the AC is built, with so few starting, it will pass ages until UK finally destroy Kriegsmarine