European and Asian partners warn that Pentagon ammunition usage in the Iran conflict could delay or divert U.S. weapons they purchased through foreign military sales.
WASHINGTON | Growing concern is spreading among U.S. allies in Europe and Asia as the ongoing military campaign against Iran accelerates the consumption of American precision weapons, raising fears that the United States Department of Defense may struggle to fulfill arms deliveries promised to foreign partners.
Defense officials and diplomats from nearly a dozen allied nations say the Pentagon’s rapid use of advanced munitions — including cruise missiles and air-defense interceptors — is straining existing stockpiles and could disrupt future deliveries through the U.S. foreign military sales system.
Many of those allies had previously been encouraged by Washington to purchase American weapons systems to bolster collective security.
Now, some officials worry those same weapons may not arrive on schedule.
“It shouldn’t be a secret that the munitions being fired are exactly the ones everyone is trying to acquire,” said one northern European defense official.
Munitions Consumption Raises Strategic Concerns
U.S. forces have reportedly expended significant quantities of precision-guided weapons during strikes against Iranian military targets, including Tomahawk Land Attack Missile cruise missiles and Patriot PAC-3 interceptor air-defense missiles.
Naval vessels operating in the region have also launched ship-based interceptors to counter Iranian retaliatory missile attacks.
Defense officials briefed on the situation say the scale of munitions usage has been unexpectedly high.
“The numbers are scary high,” said one congressional aide familiar with Pentagon briefings.
The conflict has prompted internal discussions within the Defense Department about the long-term readiness of the U.S. military’s weapons inventories.
Allies Fear Ripple Effects
The potential supply crunch is causing alarm across multiple regions.
European governments — already rebuilding depleted arsenals after sending military aid to Ukraine — worry that delayed shipments could weaken their ability to deter aggression from Russia.
Meanwhile, Asian allies concerned about the growing military power of China and the missile threat posed by North Korea fear that prolonged conflict in the Middle East could reduce the Pentagon’s ability to sustain deterrence in the Indo-Pacific.
“It’s inevitable that the longer the conflict lasts, the more urgent the supply situation becomes,” said a Washington-based Asian diplomat.
Defense Industrial Base Under Pressure
The issue is highlighting longstanding challenges within the U.S. defense industrial base.
Modern precision weapons rely on complex global supply chains and advanced manufacturing processes that can take years to scale up.
Former NATO official Camille Grand said some allies mistakenly believe the United States can instantly produce weapons at massive scale.
“The idea that the U.S. is a giant Walmart for weapons is simply not true,” Grand said.
Pentagon and White House Response
The Pentagon declined to comment directly on munitions stockpile levels but referred questions to the White House.
A White House spokesperson said the administration remains in close contact with allied governments and emphasized that U.S. operations have significantly degraded Iran’s ability to launch missile attacks.
President Donald Trump has also pledged to dramatically expand weapons production.
Following a meeting with defense industry executives from Boeing, Northrop Grumman, RTX, and Lockheed Martin, Trump said the companies agreed to quadruple production of advanced weapons systems.
However, defense analysts note that expanding production capacity requires building factories, hiring skilled workers, and securing critical components — steps that can take years.
Strategic Wake-Up Call
The situation is also accelerating broader shifts in global defense procurement.
The European Union has recently approved policies favoring domestic defense manufacturers, potentially diverting billions of dollars in future arms purchases away from American contractors.
Some allies are already exploring alternatives.
For example, Poland has purchased tanks and artillery from South Korea, while European defense companies are increasingly promoting what officials describe as “strategic autonomy.”
Congressional Concerns
Lawmakers in Washington are also raising alarms about the long-term readiness implications.
Senate Republican leader Mitch McConnell warned that the United States may struggle to deter multiple adversaries simultaneously if weapons inventories continue to shrink.
“The military is not prepared to deter aggression from both Russia and China at the same time,” McConnell said in remarks on the Senate floor.
The Global Security Balance
For allies dependent on U.S. defense exports, the Iran conflict has underscored a stark reality: the world’s most advanced weapons systems cannot be manufactured overnight.
As demand for missiles, interceptors, and precision-guided weapons skyrockets across multiple theaters, the United States and its allies' ability to sustain long-term military readiness may hinge on how quickly the defense industrial base can scale up.
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-- By Andréa Mochida, John James, and Leticia Jacobs
Andre Leday contributed to this report
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