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MATERIALS, CAPACITY, CONVERSION

EVERYONE IS COUNTING THE WRONG THINGS

A daily letter on the materials, plants, and certifications that gate industrial rearmament. One physical thing per issue, followed down to its feedstock and set beside the last time the same constraint bound. Dates and sources in the sentence.

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A 2024 Pentagon document says demand for 155mm cannon tubes exceeds 30 per month. Watervliet makes fewer.

A 2024 Pentagon document says demand for 155mm cannon tubes exceeds 30 per month. Watervliet makes fewer.

Nov 3, 2026

One facility in Cedar City, Utah is the only DoD-approved domestic supplier of ammonium perchlorate, per a 2020 Inspector General audit

One facility in Cedar City, Utah is the only DoD-approved domestic supplier of ammonium perchlorate, per a 2020 Inspector General audit

Nov 2, 2026

The only antimony smelter in the United States is at Thompson Falls, Montana, and it is targeting 400 tons a month, up roughly 500 percent

The only antimony smelter in the United States is at Thompson Falls, Montana, and it is targeting 400 tons a month, up roughly 500 percent

Nov 1, 2026

Japan mines no titanium ore. It supplied 73 percent of US titanium sponge imports through July 2025

Japan mines no titanium ore. It supplied 73 percent of US titanium sponge imports through July 2025

Oct 30, 2026

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