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Assuming that the player goes with House's route until he explains why Kimball has to survive, it makes no sense then why The Courier wouldn't have knowledge of that treaty and just ask Yes Man to give them the treaty (at which point Yes Man could not refuse)
Additionally, even if The Courier had no knowledge of the treaty from House, they could still definitely come to the same conclusion on their own. They're already capable of planing ahead for complex events and interactions, such as how there's an intelligence check with Gannon for where to send power to Helios where they figure out why redundancy is needed for the NCR's access to power or how they can explain why Lanius will doom the Legion in trying to take the West.
https://fallout.fandom.com/wiki/Fallout:_New_Vegas_endings
Looking it over, it mostly seems to be a reap what you sow kind of thing. The independent Vegas route is chaotic because that's just the nature of rapid regime changes. Most people on the strip don't know you personally, or know what makes you qualified to lead, which leads to a loss in confidence in your ability to enforce order, and thus a chaotic free for all.
This turmoil gets minimized if you upgraded the seceritrons, because you actually have the power to enforce order. In addition, your karma does determine how you lead, with good karma leading to "Supporting the ideals of independence". The state of chaos is temporary, so the followers aren't permanently overwhelmed. The stability of Freeside is dependent on how you treat the kings, or any other faction and their territory for that mater.
As far as being peaceful with the NCR, you have equal opportunity with both the house and independent route. It's reliant on getting them to surrender with a 100 speech/barter check. If you cant do that check you can't compromise, and it makes sense that the only way forward is violence. Not losing rep also makes sense, because the game ends immediately after, so it's not even an oversight that it doesn't change. Likewise, not following through with the NCR ending could at best lead to a mixed rep. Helping them at every step only to deny them the prize wouldn't lead to a good relationship between them and independent Vegas. You're spitting on all of the effort, sacrifice, and near decade they have been eyeing the dam.
Again, I didn't even willingly betray the NCR or steal the Dam from them. That wasn't me, that was the game. That was railroading, that wasn't on me. Like the Mr. House questline, who's to say we can't just negotiate a treaty for the Dam? Or even just..not kick the NCR off the Dam and allow us to share it? Realistically I know that an independent New Vegas would need control of the Dam to ensure a stable supply of electricity, so it wouldn't be viable to just say "let the NCR keep it," but taking it by force and kicking the NCR out when they've been your allies all game is the opposite of a solution and had I had a proper decision, there's no way in hell I would've betrayed them or kicked them out of the Mojave.
Also, since I essentially finished the NCR and Independent questlines together in the same playthrough with the ability to start the battle for the NCR the whole time, then it could be argued that my Battle of Hoover Dam, just by not being a hybrid between the NCR and Independent versions, is a giant inconsistency itself.
Choosing to take control of the Mojave is willingly betraying the NCR. Utilizing the energy and water the dam provides, and expanding east was the entire point. If you let them hold the dam, tax the population, enforce their laws their way, then you didn't make New Vegas independent. On the other hand, if you make New Vegas independent and prevent them from annexing the Mojave, you didn't really work with the NCR. It's like helping someone build a house. You get the materials, put them together, decorate, and just before it's done you turn and say "This is my house now, but I guess you can stay here sometimes". It will probably not go over well.
It's not like you deny the NCR trading or prevent them from using the strip, because they would be the biggest customers around. You just don't let them garrison troops, hold onto the dam, let them use the energy and water provided free of charge, or otherwise act as if the dam is their national resource.
Also, you tell them to ♥♥♥♥ off or die when you hand them House's treaty. There isn't enough to say if independent or House's Vegas would be treating them differently. You weren't being railroaded, it's just the consequences of your actions.
The dam question, pun intended, is something that could've and should've been left up to the player. Would've been a great addition to help settle this sort of thing. Except in cases where one faction is going to have absolute control, it would've been great to meet at the negotiation table over this sort of stuff.
Because that's the thing. The Courier is supposed to be the leader of New Vegas, right? The Courier should be the one to decide and negotiate these things, and the Courier is us, the players.
The NCR doesn't betray the player in the independent ending, the Courier betrays the NCR through dialogue that doesn't have any alternatives. The player threatens General Oliver and the NCR and tells them to leave the Mojave or face destruction. I didn't want to betray the NCR. I didn't want to do any of that. That's railroading. It's not "The consequences of my actions" to watch the dialogue options slowly become more and more confrontational until the only option left is to betray the NCR against my will of staying their allies.
In choosing to make New Vegas independent you set yourself in direct conflict with the NCR. No ifs, ands, or buts about it. The courier cooperates or they don't, because you can't half ass loyalty like that. There can't be any compromise like sharing the dam, because you aren't interacting with them as a citizen with your friends. You are setting yourself up as the new leader of the region, and you can't act against you own, or your populations, best interest by sharing a national resource. As the leader of a independent nation state you can't be friendly with another nation that overtly wants to annex you. Its black and white because it wouldn't make sense to be any other way. Helping out the NCR might take a bit of the sting out, but it wouldn't justify working against their main agenda. Again, coming into conflict with the NCR is a direct consequence of choosing not to work with them, not the game railroading you.
As far as the operation of the dam goes? It's probably business as normal. As large as New Vegas is it still wouldn't use all of the power generated. Mr. House was selling power and water to the NCR in between the fights for it, and presumably the courier doesn't have any input on the dam because the games over. It's a RPG not a city builder.
Subverting the power station is critical to the independent route, like you said. If you are hoping for friendly relations, is the hope that they never figure that out? Is it not betrayal if your involvement is hidden? The endings shouldn't be influenced by rep, because actions speak louder then words, and when it really mattered you didn't follow through. The NCR wanted to control the dam, and thus the surrounding area, but you stood in the way of that. So, yes, I do think you were that quick to stab them in the back.
And all their efforts paid off. Maybe not in the way they expected - but an independent New Vegas that's allied with the NCR and that helped forge alliances between it and the other Wasteland factions is certainly a better outcome than Mr. House, anarchy, or an anti-NCR New Vegas. The dam is not theirs, not mine alone, it is ours. We all fought for it, we all deserve to reap its benefits.
The thing is, the thing that sparks that conflict with the NCR is the Courier betraying them at the Dam, something that I wasn't actually given an option to avoid, it was forced on me. Not only was it not my intention to make enemies with the NCR because they were my allies through the game, but even if I was planning to betray them - I definitely wouldn't do it then. That's what I'm largely mad about - that the forced actions of the Courier right at the end of the battle supposedly throw your entire alliance away. I never had a SINGLE intention of kicking the NCR out of the Mojave. I never had a single intention of breaking our alliance throughout the entire game. I had an intention of building an independent New Vegas and bringing everyone together for the good of the Wasteland - with the help of the NCR both during, before, and after its inception.
By the way, I know the NCR is interested in annexing basically anything that moves usually but you're speaking as if they're ruthless and they'd stop at nothing to do so. If they were in a situation where an independent New Vegas arose, but it was one that was allied with them and fought alongside them at the Dam, led by someone who's well-liked by its citizens and leadership and well-acquainted with its ranking officials, not to mention having saved their very President, if all of that occured, would they be ruthless enough to make an enemy of their ally in order to expand their territory? Would they have betrayed me, had the game not forced me to do it first? I don't believe conflict between New Vegas and the NCR is inevitable, especially not when the Courier is one of their most trusted allies in the Mojave. And if you're still not convinced, it could be argued that with President Kimball owing the Courier his life, he would be more than willing to set aside his original plans for the Mojave and pledge support for an independent New Vegas.
I don't see why we can't share the dam. As you said, it produces more than enough water and electricity to sustain the Mojave, meaning that there's plenty to go around for all parties involved to get a share. Even in its ruined state, if it has the capacity to produce that much yield, imagine what it could do if it was restored to full power?
Honestly I don't remember what the point of subverting the power station was, it's been too long. Just looked it up and apparently the point was to extend the control range of the Securitron army beyond New Vegas and to extend that control to Hoover Dam itself in order to allow Securitron reinforcements to arrive at the Dam and aid in its defense. I can't seem to find the part where this is a hostile action against the NCR that goes against its interests. I've got an army, they've got a dam to defend, I can help. Ironically now I wish this quest had an option to just say to the NCR, if your reputation is high enough, "Hey I need to install this chip in your power station if you want Securitrons to help defend the Dam"
So no, I wasn't that quick to stab the NCR in the back even here.
It is always very clear that the entire conflict has been about controlling the dam. House, the NCR and the Legion all want to control the dam and kick the other factions out. When you go with Yes man the idea is to replace House, and kick the other factions out. That is never hidden. You go to the substation with the intent to have the seceritrons mop up the remaining troops after the battle. They don't help fight the Legion because that was never the intent. The fact that you didn't pay attention to that is a comprehension failure, not the game railroading you.
You can't share the dam as Independent New Vegas. That's like letting someone live in your apartment rent free. This is more then not being friendly. This is a good economic sense kind of thing. Either sell the water and power with out interference from a foreign nation's army or just get out of the way and do what they want.
They shouldn't be mutually exclusive. I didn't know the endings were supposed to be absolutes where you either pick one of the three factions, or say ♥♥♥♥ all of them. There should've been middle ground options. I wanted a solution that didn't involve making enemies with all three but still allowed for a better solution for New Vegas than just having the city coming under the absolute control of one of the three.
I honestly think you might be half right about this, after replaying the last few quests. Everyone is all "We're going to kick both the Legion and the NCR out" during those last few quests, and the fact that the player is going to become independent in spite of all three isn't all that subtle. But I'm not exactly stupid, I would've known that at the time even if my memory is rusted out now. I think what happened is that I avoided conflict with the NCR at every turn in the quests, probably using stealth to make sure I never had to directly fight any NCR troops and I succeeded. I must've played the quests expecting the independent ending not to be an absolute "fight all three factions" and for it to include variables for the relations you have with different factions. I probably also expected there to be no conflict with the NCR so long as I didn't initiate it. But then right at the end it was forced, Speech check or not.
The question remains though - what am I supposed to do for my save file? It's ten levels after I finished the game (continue after game ending mod) and I've got a good dozen extra quests plus all of Honest Hearts completed, not to mention all the items and whatnot that I have. That's a lot of progress only to find out that I ♥♥♥♥♥♥ everything up spectacularly and it's even been affecting my real life severely...so like, what the hell? How am I supposed to fix this?
I shouldn't have even finished the game either, if it's really as absolute as you say. If given the choice between one of the three or going to war with all three, I don't like any of those and I wanted an independent New Vegas without making enemies with the NCR. So what the ♥♥♥♥ am I supposed to do here?