Post #4119 by tjscott0 on the Macroeconomic Trends & Risks board

Personal Finance / Macroeconomic Trends & Risks

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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.

https://breakingdefense.com/2026/02/army-official-...
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.

https://www.msn.com/en-us/technology/general/us-ar...
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.
https://kdwalmsley.substack.com/p/natos-artillery-...
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.

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