Courtney McBride

Iran's arsenal of cheap, plentiful drones and ballistic missiles is forcing American forces to burn through high-end and hard to replace interceptors... The US is trying to ramp up from producing just under 100 air defense interceptors a year, trying to get up to 400. Asymmetric warfare is forcing the US military to deplete its stockpiles of advanced munitions at an unsustainable rate. This guarantees massive, long-term government contracts for prime defense contractors to replenish inventories and expand manufacturing capacity for air defense systems. LONG. The structural depletion of US and allied munitions creates a highly visible, multi-year backlog for aerospace and defense manufacturers. Supply chain bottlenecks (e.g., solid rocket motor shortages) could prevent these companies from actually scaling production to meet the government's demand, delaying revenue recognition.

Iran's arsenal of cheap, plentiful drones and ballistic missiles is forcing American forces to burn through high-end and hard to replace interceptors... The US is trying to ramp up from producing just under 100 air defense interceptors a year, trying to get up to 400. Asymmetric warfare is forcing the US military to deplete its stockpiles of advanced munitions at an unsustainable rate. This guarantees massive, long-term government contracts for prime defense contractors to replenish inventories and expand manufacturing capacity for air defense systems. LONG. The structural depletion of US and allied munitions creates a highly visible, multi-year backlog for aerospace and defense manufacturers. Supply chain bottlenecks (e.g., solid rocket motor shortages) could prevent these companies from actually scaling production to meet the government's demand, delaying revenue recognition.

Iran's arsenal of cheap, plentiful drones and ballistic missiles is forcing American forces to burn through high-end and hard to replace interceptors... The US is trying to ramp up from producing just under 100 air defense interceptors a year, trying to get up to 400. Asymmetric warfare is forcing the US military to deplete its stockpiles of advanced munitions at an unsustainable rate. This guarantees massive, long-term government contracts for prime defense contractors to replenish inventories and expand manufacturing capacity for air defense systems. LONG. The structural depletion of US and allied munitions creates a highly visible, multi-year backlog for aerospace and defense manufacturers. Supply chain bottlenecks (e.g., solid rocket motor shortages) could prevent these companies from actually scaling production to meet the government's demand, delaying revenue recognition.