Alhasan notes that Gulf air defenses have been operating effectively with "interception rates north of 90%." A 90% interception rate implies a massive expenditure of interceptor missiles (Patriots, THAADs). These are high-cost consumables that must be replenished immediately. Raytheon (RTX) makes the Patriot; Lockheed (LMT) makes THAAD. The sheer volume of Iranian projectiles ensures a backlog of orders for these defense primes. LONG Defense Primes focused on air defense systems. Supply chain bottlenecks preventing rapid manufacturing of replacements.