Over 1/3 of every 155mm artillery round used by the U.S. depends on foreign components.
At the NATO Ammunition Supply Chain Conference, this fact wasn’t center stage, but it should’ve been.
While the conference featured high-level voices and international industry reps, it failed to confront the real vulnerabilities putting the alliance, and especially the U.S., at risk.
Here’s what we should be talking about:
🔹 No new U.S.-based TNT production before 2028
🔹 Just one NATO supplier for TNT (Poland)
🔹 Domestic stockpiling discouraged by policy
🔹 Demand signals distorted by a handful of primes
Meanwhile, startups in Europe are mobilizing VC funding and building new production capabilities, while some of our largest U.S. defense contractors are stuck waiting on policy clarity. This isn’t just a NATO issue. It’s a national security issue.
If we want readiness, we need:
+Transparent demand signals
+Vertical integration of energetics supply
+Proactive co-production with aligned allies
Swipe through the carousel for key takeaways. Let’s not wait for a crisis to start fixing this.
#DefenseIndustry #NationalSecurity #NATO #IndustrialBase #DefenseInnovation
National Security, Security Cooperation SME, International Relations, Consultant
3 months ago
This also why ammunition supplies have been so expensive for Ukraine. Everyone is chasing the same raw material suppliers or limited stockpiles which can’t meet demand. Everyone wants the immediate solution without considering alternatives, which you laid out, that provide a better sustainable long term solution. Of course deeply ingrained DOD acquisition habits and regulations don’t encourage innovative thinking or new approaches either.