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I think the real problem is that there are no controls to limit doomstacking. So expanding the fleet cap just tends to make the doomstack fleet that much harder of a nut to crack.
It would be better if there was a way to limit how much fleet capacity a player (AI or human) was allowed to put into a single fleet to force you to run multiple fleets. While yes this would still let the player or AI send both fleets to the same spot giving you the same effect, the changing phase lanes and moving planets would encourage a much more "watch your back" or "multiple attack points" style of play I think.
With zero-supply defenses being useless, now there's only one way to beat enemy fleet - to have a bigger blob, preferably with counters to his most numerous ship type. So you end with even less incentive to have a second fleet.
What could work is adding debuffs for having too much of the ship type in one gravity well, to encourage multiple fleets and combined arms tactics. But such mechanics are notoriously tough to implement properly.
I have used mods to increase the fleet cap to double or more. While I like it because I can create numerous fleets and expand faster, the AI still just tends to make a death blob forcing me to consolidate all my fleets (usually 2-3) into one to be able to fight them.
A way to tackle this in HOI4 naval warfare was with a simple "positioning" penalty. If you have more ships than the enemy, you get a general debuff proportional (though not linear) to the rate of disparity. In a WW2 context this makes a lot of sense, since coordinating big fleets was indeeed a big issue. Here, idk if that would be that welcome, but it could give smaller fleets a chance of being competitive.
Okay for quick games.
Bad for anything longer than 90 minutes.
Reveals issue with bad economy gameplay system as in lack of upkeep/penalty for maintaining large fleets/fortress worlds.
I too think this would be a good investment/feature/concept to employ.
But something that lightly/softly punishes doom-stacks would be great. Could even be non-combat stats, it could be speed and phase speed. Giving mobility advantages to the player who avoids stacks greater than say 1K of supply.
It was kinda a silly mechanic from a logical standpoint, but it did work extremely well from a balance stand point.
That penalized the tactic of focus fire though, and ultimately failed to impact doom-stacking so much as "you ideally issue orders to attack 4 targets instead of 1".
We need something that doesn't necessarily impact damage or attack power (mostly because it will be very unpopular) but still benefits the player who diversifies beyond a single doom stack.