Trump is already talking to the NYT about cannibalizing global stocks of munitions/interceptors
https://x.com/pati_marins64/status/2028518421223133384
As I reported yesterday, if the current Iranian missile attack tempo is maintained, coalition defensive interceptor stocks will only last another 4-5 days.
Even shipments from Japan, which also manufactures PAC-3 MSE interceptors, and diversions from European systems would only provide a few additional days of coverage.
This exact same measure has already been repeated multiple times to replenish Ukrainian stocks, and production/reallocation rates simply cannot keep pace with sustained high-volume consumption.
Systems like THAAD and Arrow have no meaningful near-term replenishment pipeline, but remain vital for increasing interception probabilities against Iranian hypersonic and heavy ballistic missiles, particularly the more challenging ones such as the Fattah, Emad, Shahab-3, Sejjil and Kheibar.
The coalition continues to conduct heavy bombardment strikes on Iran throughout this afternoon, but the persistent concern over dwindling defensive munitions stocks remains critical and unresolved.

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