Kelly Grieco

President Trump claims "we have the munitions to fight forever," but expert Kelly Grieco notes the U.S. is burning through "exquisite systems" (Patriots, missiles) to intercept cheap drones. She states, "You cannot replace them overnight... we are talking about years." The high burn rate of interceptors creates a guaranteed, long-term order book for the prime contractors. RTX (Raytheon) manufactures the Patriot systems; Lockheed (LMT) and General Dynamics (GD) produce the munitions and airframes being utilized. The "years to replace" comment implies a super-cycle for production lines. Long Defense Primes. The market selling these stocks today (as mentioned by the host) ignores the multi-year replenishment cycle required after this conflict. Supply chain bottlenecks preventing companies from fulfilling orders; political pressure to cut costs.

President Trump claims "we have the munitions to fight forever," but expert Kelly Grieco notes the U.S. is burning through "exquisite systems" (Patriots, missiles) to intercept cheap drones. She states, "You cannot replace them overnight... we are talking about years." The high burn rate of interceptors creates a guaranteed, long-term order book for the prime contractors. RTX (Raytheon) manufactures the Patriot systems; Lockheed (LMT) and General Dynamics (GD) produce the munitions and airframes being utilized. The "years to replace" comment implies a super-cycle for production lines. Long Defense Primes. The market selling these stocks today (as mentioned by the host) ignores the multi-year replenishment cycle required after this conflict. Supply chain bottlenecks preventing companies from fulfilling orders; political pressure to cut costs.

President Trump claims "we have the munitions to fight forever," but expert Kelly Grieco notes the U.S. is burning through "exquisite systems" (Patriots, missiles) to intercept cheap drones. She states, "You cannot replace them overnight... we are talking about years." The high burn rate of interceptors creates a guaranteed, long-term order book for the prime contractors. RTX (Raytheon) manufactures the Patriot systems; Lockheed (LMT) and General Dynamics (GD) produce the munitions and airframes being utilized. The "years to replace" comment implies a super-cycle for production lines. Long Defense Primes. The market selling these stocks today (as mentioned by the host) ignores the multi-year replenishment cycle required after this conflict. Supply chain bottlenecks preventing companies from fulfilling orders; political pressure to cut costs.