From a Industrial & PVP corp in a pet alliance of the DRF, with director roles and political insight:Emphasis mine.
I don't know if the NC are ready to failscade. I have no knowledge of the HC stress or morale of the average grunt.
I do know that we've been running daily raids on industrial lines, ratting space and mining space, disrupting their industrial base, for the last 3 months.
I do know that we've been producing capital ships (Dreads/Carriers) for the last three months and selling them consistently to SLORDR (Solar Legion of Red Death Raiden) for typically between 2-5% less than market, and that they are in turn taking these capital ships, breaking them down and reproducing them into supercaps, at an unbelievable rate.
The only way the NC could break SLORDR would be to break the industrial pet alliance base that is housed deep in drone regions. They've tried. But SLORDR recognizes this, and as soon as it's reported that there are more than 30-40 reds in a region, I start seeing SLORDR home defence capital ship pilots logging on and popping up in a few specific systems that are within jump range of key industrial systems and those reds high-tail it out of the regions.
I won't name names or systems/regions. Smart people can figure that out on their own with a cloki.
All told, this is something that's been planned out months in advance with pet alliances being asked to do very specific things. The whole thing is just extremely well organized.
Thank you for the excellent comment, Anonymous! ;-)