By Rebeccah Heinrichs
Thursday, September 17, 2026
Politicians and pundits are sounding the alarm about
America’s low stockpile of munitions. Although the concern for a well-armed
military is welcome, it’s notably coming, for the most part, from those who
oppose the Iran war. The sudden urgency from these corners rings hollow.
Take, for example, those politicians and analysts who
have impeded rather than helped Congress in consistently passing defense bills,
who have previously opposed supplemental funding to replenish armament stocks,
and who spend more time arguing that we should accommodate our enemies than
proposing ways to counter them. There’s reason to remain skeptical that their
newfound concern over military readiness will lead to a speedy congressional
vote for a defense spending boost.
The status of U.S. stockpiles differs greatly across the
various categories of munitions. Stores of some kinds of munitions that the
United States sent to Ukraine — and of certain other weapons that the U.S. has
used against Iran — are running low, especially considering what it would take
to deter Chinese aggression. But as President Donald Trump himself recently
stated, in objecting to the new narrative about depleted weapons, the United
States still has plentiful weapons in the categories necessary for the
operation against the Iranian regime in the Strait of Hormuz. Moreover, the
U.S. is moving quickly to produce other kinds of weapons using smaller
manufacturers that can provide slightly less exquisite or capable systems but
at a larger scale and for a fraction of the cost. For example, a reasonable
estimate is that 10,000 lower-cost missiles similar to the Rusty Dagger and
Barracuda-500 missiles will be delivered by 2030. It would be wrong to suggest
that we are anywhere close to putting the country on the war footing that
present threats demand. But if Congress makes and sustains the necessary
investments, the trajectory is promising.
While partisans place the blame for the munitions crisis
on U.S. efforts to support Ukraine and counter the Islamic Republic, they miss
how these efforts have boosted military readiness. The United States is now set
to produce 2,000 PAC-3 and 400 Terminal High-Altitude Area Defense (THAAD)
missile interceptors a year, tripling and quadrupling their respective
production rates since the 2022 Russian invasion of Ukraine. According to
Lockheed Martin, PAC-3 production has increased by more than 60 percent in the
past two years. The development and deployment of the Advanced Precision Kill
Weapon System (APKWS), used to shoot down thousands of Iranian drones, was
dramatically accelerated by U.S. support for Ukraine. Moreover, this support
has led to improvements in the way the U.S. military implements software
changes and manufactures modular weapons that are better suited for fast
upgrades during war.
Many of us who agree that the country must prudently
weigh the costs and benefits of intervention versus nonintervention argue that
providing weapons and intelligence support to Ukraine is in our interest:
Russia remains an acute threat to the United States and seeks to undermine
Washington’s influence in Europe by weakening and ultimately breaking NATO.
Enabling Kyiv to stop Moscow now would be less risky than confronting Russia
later if it were permitted to subjugate Ukraine. By conquering Ukraine, Russia
would gain control over shipping and commercial routes in the Black Sea. It
would also benefit greatly from Ukraine’s agricultural and steel industries and
its oil and natural gas reserves. A by-product of either selling or giving
weapons to Ukraine has been the opportunity to rebuild the U.S.
defense-industrial base that has atrophied over the past 40 years. Besides,
since the United States did send weapons to Kyiv, even those who believe
that Russia’s war is none of our business and now wring their hands about the
munitions crisis should overwhelmingly support efforts to replenish those
stockpiles. And yet such efforts face plenty of opposition.
The argument that the “restrainer” factions have settled
on is that merely having stockpiles is a sufficient deterrent to foreign
aggression. In their telling, the United States must retrench everywhere and
accommodate the belligerence of our enemies — any use of weapons would be a
waste of the stockpile. When I voiced my view on social media that the
“restrainers” on the right and the left share the blame for our low stockpiles,
critics responded that restrainers simply prioritize the U.S. national interest
and seek to conserve scarce munitions for “wars of necessity.” That is the
heart of the debate: What is the national interest, and what is necessary to
defend it? I believe that it’s in the national interest to increase American
military power so that political leaders can decide when to use force or act
with restraint, rather than retreat and decrease American power so that
politicians have no choice but to act with restraint. Increasing American power
globally requires maintaining what Franklin D. Roosevelt called the Arsenal of
Democracy — and using it to arm our vulnerable allies and to defend our
forward-deployed bases. Doing so limits an adversary’s imperialism and imposes
high costs on aggression.
Concurring with my view, historian Arthur Herman (whose
recent book Freedom’s Forge provides a detailed account of how the U.S.
became the dominant industrial power that emerged victorious from World War II)
explained that merely having a stockpile is unlikely to function as a
deterrent. The U.S. must also be capable of producing necessary weapons at
scale. Moreover, Herman wrote, “Innovation comes from producing and using, not
locking away, the tools of victory.” Demonstrating the political will to
sometimes use these weapons, and use them competently, boosts the credibility
of the threat to the adversary whom we seek to deter.
Those rightly worried about munitions stockpiles and the
nation’s ability to produce the necessary weapons at scale should consider
supporting the following measures. First, we need spending bills that propose
to invest 5 percent of U.S. GDP in defense. For this year, that includes the
defense authorization and appropriation bills, at $1.15 trillion, plus the
budget reconciliation package of $350 billion. America currently spends only
2.8 percent of GDP on defense while spending 14.2 percent on entitlements. (The
idea that defense spending crowds out entitlements is a myth that left-wing
politicians, including Michigan’s Democratic Senate candidate Abdul El-Sayed,
frequently push.)
Second, we must pass regular defense bills that keep
defense spending at 5 percent or more of GDP year over year, which means taking
inflation into account and increasing the top-line expenditure. A flat top line
would amount to a cut in spending.
Third, we must extend to other allies arrangements
similar to Pillar 2 of the AUKUS partnership between the U.S., the U.K., and
Australia, which makes sharing technological advances with our allies standard
practice while allowing exceptions to protect certain technologies. This
knowledge-sharing is essential to expand defense manufacturing co-production
and coordination initiatives with allies — the only chance we have to compete
against China’s manufacturing base. Michael P. Duffey, the undersecretary of
war for acquisition and sustainment, affirmed this point earlier this year:
In some cases
there’s exquisite capability that our allies deliver that we don’t. . . . It’ll
be important to create an integrated industrial base to think through where we
can leverage those to support our own operational readiness and create
interoperability with our partners.
To that end, his office is focused on opportunities for
“co-production [and] co-sustainment” with our European and Asia-Pacific allies.
Since the end of the Cold War, the United States has
failed to maintain the defense-industrial base necessary to defend American
sovereignty and our way of life. Time is short. We have no choice but to look
for ways to quickly and effectively manufacture key weapons. Sometime over the
next decade, we’ll need them.
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