Wayne Sanders

The US and Israel are engaging in heavy kinetic strikes. Wasser notes "precious few air defense missiles in the region" are being used up against Iranian drones/missiles. Sanders mentions the use of Patriot and THAAD systems. Grant states the US will "unwind every piece of military hardware in Iran" and mentions B-2 bomber strikes. High-intensity conflict depletes munitions rapidly. RTX (Patriot missiles) and LMT (THAAD/F-35) will see immediate replenishment demand. The destruction of Iranian air defenses and the need for stealth (NOC's B-2/B-21) reinforces the long-term capex cycle for defense primes. LONG. The "expenditure rate" of munitions is higher than current stockpiles, guaranteeing future contracts. A quick diplomatic resolution or a War Powers Resolution limiting funding/scope (though deemed unlikely to pass a veto).

The US and Israel are engaging in heavy kinetic strikes. Wasser notes "precious few air defense missiles in the region" are being used up against Iranian drones/missiles. Sanders mentions the use of Patriot and THAAD systems. Grant states the US will "unwind every piece of military hardware in Iran" and mentions B-2 bomber strikes. High-intensity conflict depletes munitions rapidly. RTX (Patriot missiles) and LMT (THAAD/F-35) will see immediate replenishment demand. The destruction of Iranian air defenses and the need for stealth (NOC's B-2/B-21) reinforces the long-term capex cycle for defense primes. LONG. The "expenditure rate" of munitions is higher than current stockpiles, guaranteeing future contracts. A quick diplomatic resolution or a War Powers Resolution limiting funding/scope (though deemed unlikely to pass a veto).

The US and Israel are engaging in heavy kinetic strikes. Wasser notes "precious few air defense missiles in the region" are being used up against Iranian drones/missiles. Sanders mentions the use of Patriot and THAAD systems. Grant states the US will "unwind every piece of military hardware in Iran" and mentions B-2 bomber strikes. High-intensity conflict depletes munitions rapidly. RTX (Patriot missiles) and LMT (THAAD/F-35) will see immediate replenishment demand. The destruction of Iranian air defenses and the need for stealth (NOC's B-2/B-21) reinforces the long-term capex cycle for defense primes. LONG. The "expenditure rate" of munitions is higher than current stockpiles, guaranteeing future contracts. A quick diplomatic resolution or a War Powers Resolution limiting funding/scope (though deemed unlikely to pass a veto).

The US and Israel are engaging in heavy kinetic strikes. Wasser notes "precious few air defense missiles in the region" are being used up against Iranian drones/missiles. Sanders mentions the use of Patriot and THAAD systems. Grant states the US will "unwind every piece of military hardware in Iran" and mentions B-2 bomber strikes. High-intensity conflict depletes munitions rapidly. RTX (Patriot missiles) and LMT (THAAD/F-35) will see immediate replenishment demand. The destruction of Iranian air defenses and the need for stealth (NOC's B-2/B-21) reinforces the long-term capex cycle for defense primes. LONG. The "expenditure rate" of munitions is higher than current stockpiles, guaranteeing future contracts. A quick diplomatic resolution or a War Powers Resolution limiting funding/scope (though deemed unlikely to pass a veto).

The US and Israel are engaging in heavy kinetic strikes. Wasser notes "precious few air defense missiles in the region" are being used up against Iranian drones/missiles. Sanders mentions the use of Patriot and THAAD systems. Grant states the US will "unwind every piece of military hardware in Iran" and mentions B-2 bomber strikes. High-intensity conflict depletes munitions rapidly. RTX (Patriot missiles) and LMT (THAAD/F-35) will see immediate replenishment demand. The destruction of Iranian air defenses and the need for stealth (NOC's B-2/B-21) reinforces the long-term capex cycle for defense primes. LONG. The "expenditure rate" of munitions is higher than current stockpiles, guaranteeing future contracts. A quick diplomatic resolution or a War Powers Resolution limiting funding/scope (though deemed unlikely to pass a veto).