The American Missile Crisis
3rd June 2026
America’s missile production hinges on a small number of ammonium perchlorate facilities, meaning a single plant accident can bring output to a standstill; a concentration risk that has no real equivalent elsewhere in the defense industrial base. AP production relies on narrow workforce pipelines for specialized energetics handling, layered environmental and explosives permitting, and purpose-built manufacturing equipment. Each of these inputs is hard to duplicate quickly, even with dedicated funding, which is why decades of rhetoric about supply chain expansion have produced so few second sources in practice.
Notice the significance of ‘environmental and explosives permittint’.