Tom Karako: We have expended a very significant percentage of our missiles

• U.S. has expended a significant percentage of its offensive (Tomahawk) and defensive (THAAD, Patriot) missiles in the Middle East.
• China is 'quite pleased' with the U.S. burn rate, as it reduces U.S. deterrence capabilities in the Pacific.
• Allies like Taiwan and European countries face delays in receiving ordered U.S. arms due to diversions to replenish U.S. stocks.
• Defense companies are using internal funds to ramp up production, but actual government appropriations for replenishment are still pending.
• Replenishment timelines for key munitions extend to late 2029-early 2031.

The discussion centers on the depletion of U.S. missile stockpiles due to ongoing conflicts in the Middle East, which is seen as beneficial to China. This has led to significant backlogs in arms deliveries to allies like Taiwan and European nations. While defense companies are ramping up production, government appropriations are urgently needed to replenish these critical munitions.