3 Defense Stocks To Replenish America’s Depleting Arsenal

OilPrice · Tom Kool · last updated March 24, 2026 – 6:04 PM

As conflict in the Middle East exposes the fragility of global logistics, a trio of American industrial leaders — REalloys, Lockheed Martin, and Northrop Grumman — is executing a high-stakes mission to reclaim “supply sovereignty” from China. The year 2026 has brought a stark realization to the Pentagon: modern warfare is only as resilient as its sub-component supply chain. As U.S. forces conduct precision operations in Iran, the “burn rate” of advanced munitions — from Tomahawk missiles to GBU-series smart bombs — has reached levels not seen since…

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