Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd

The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (3) |
Author: tjscott0   😊 😞
Number: of 4460 
Subject: Re: Not only cars
Date: 06/24/26 11:55 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Due to the rapid change in technology, there is no way a NEW technology would be ramped up to produce tens of thousands of them in a year (or even years).

There is difficulty even in old technology munitions.

breakingdefense.com - Army official not happy with gds handling of contract as production lags
The Army’s acquisition czar told Congress this week that he is less than pleased with how the Army’s plant in Mesquite, Texas is producing needed 155mm artillery projectiles, as the service continues to lag behind a targeted production goal of 100,000 shells a month.

msn.com - US army lambasts general dynamics for artillery plant failures
The Army says that UAPL 1’s equipment did not meet the “technical requirements of the contract.” Even so, GD-OTS continued shipping similarly suspect UAPL 3 equipment.
The United States Army has issued a “show cause” letter to General Dynamics Ordnance and Tactical Systems (GD-OTS) over its questionable management of three new 155mm artillery round production lines. GD-OTS has until July 10 to justify construction delays and improper equipment. The letter suggests that an unsatisfactory answer could result in the Army pulling the contract and awarding it to another firm.

GD-OTS is also experiencing quality control problems. The Army says that UAPL 1’s equipment did not meet the “technical requirements of the contract.” Even so, GD-OTS continued shipping similar UAPL 3 equipment, which will also likely fail to meet specified standards.

And there is a supply line problem also.
kdwalmsley.substack.com - Natos artillery shell problem our
TNT is in critical shortage in NATO militaries, as decades ago the production of TNT was outsourced abroad for environmental and safety reasons.

But another bottleneck exists for the highest-quality cotton fibers, which are used in propellants. Most of that cotton was sourced from China, who is closely allied with Russia.

Military suppliers are scrambling, to locate alternate sources of high-grade cotton, and to refurbish TNT factories that have been long closed.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to tjscott0 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community