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I've been trying to think clearly about the Iran conflict and what it actually means for defense holdings, because most of the coverage I'm reading focuses on the macro drama and not the supply chain reality. The Center for Strategic and International Studies published an estimate this week: the first 100 hours of Operation Epic Fury cost approximately $3.7 billion, with $3.5 billion of that unbudgeted. The biggest line item by far is munitions replacement, specifically Tomahawks, SM-6 interceptors, PAC-3 …
— ORIGINAL POST ·
The CSIS estimated Operation Epic Fury burned through $3.7 billion in munitions in its first 100 hours. What does that actually mean for defense investors?
· r/investing
· Mar 10, 2026