US ammunition shortage iran war

The article reports a U.S. ammunition shortage driven by the Iran War, affecting defense contractors and industrial supply chains. The channel is supply_shortage: depleted stockpiles of Tomahawks and Patriots require 1-4 years to replenish, indicating capacity constraints. Impact is U.S.-specific but also affects Ukraine's defense. Winners: defense contractors with long-term production contracts (e.g., Raytheon, Lockheed Martin). Losers: U.S. military readiness and Ukraine's defense capabilities. The commercial mechanism is clear: increased demand for munitions, limited production capacity, and extended lead times.