The way the game works right now at least the only way to sink ships carrying tanks and rifles is if you sink Lend Lease convoys.
Reinforcements of equipments are not sent on actual convoys, but they require a valid supply or convoy connection traced home with at least 10% efficiency or your units won't be able to reinforce at all.
Also note that the only local supply that is created overseas is that from VPs ( which is normally just 1-2 supply ). The rest of the "local supply" needs to be shipped via convoys which means if the enemy sinks enough your units will start losing equipment from attrition lack of supply.
Thanks that was what I was wondering. So you'll only start really hurting a country when they run out of convoys. Before that it will basically only cost them the cost of the convoy itself and some penalty in Supply.
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