The core thesis is simple. Two weapons systems are being consumed far faster than they can be built. Both are manufactured by a small number of US companies that have already signed long-term production ramp agreements with the Pentagon. A ceasefire does not end the demand: it just shifts it from operational consumption to stockpile replenishment. The contracts exist either way.
What the Depletion Looks Like
Operation Epic Fury, which began February 28, 2026, consumed over 850 Tomahawk cruise missiles in its first four weeks, according to open-source tracking by CSIS and Naval News. That is th