The Record Budgets and Missing Suppliers Shaping America’s Munitions Ramp
AI Summary
A discussion examines how the Pentagon's record munitions demand may be constrained by missing lower-tier suppliers and supply-chain capacity. Participants also consider China's influence over critical minerals, U.S. plans to expand Patriot production, the Army's strategic capital initiative, and efforts to develop cheaper munitions.
The Pentagon is sending a record demand signal for munitions, but turning it into deliveries depends on suppliers several tiers below the primes, many of which disappeared over the last two decades. Marc Andersen (Army comptroller), Brandon Daniels (Exiger), and Joseph “Gus” Guastella (Voyager Technologies) join Jonathan in the studio. They debate whether China’s control of critical minerals could halt U.S. munitions production and discuss the Army’s strategic capital initiative, the Patriot production ramp, and the push for cheaper munitions.Image: Christine Mitchell via DVIDS. The post The Record Budgets and Missing Suppliers Shaping America’s Munitions Ramp appeared first on War on the Rocks.