No images? Click here

Logo
 
 

America's munitions challenge and the role of US allies

 
 

12 August 2026

This week, multiple news outlets reported key munitions used in the US war with Iran had heavily depleted US stockpiles, including of Patriot interceptors and Precision Strike Missiles (PrSMs). President Trump roundly rejected these reports, posting online that “the U.S. has massive amounts of ‘munitions,’ especially of certain types” and threatened “long term jail sentences” for leakers of this information.

Yet recent analysis from the Center for Strategic and International Studies (CSIS) said that the United States has depleted roughly 50% of its inventory of missile interceptors like Patriot, THAAD, and almost all of its land-based PrSM strike missiles since the war began. And USSC Research Fellow Tom Corben highlighted the compounding factor of years of below-target production rates in analysis earlier this year. For Patriot missiles in particular, CSIS estimated the US inventory before the war with Iran was 3,100 and now sits at 800. Corben’s analysis showed a current estimated production rate of only 600 Patriot interceptors per year, though the Pentagon and Lockheed Martin have since taken steps to increase Patriot output, including announcing a new framework agreement last week that will boost Patriot production.

The Washington Post reported that members of the administration said that Trump turned his ire on Secretary of War Pete Hegselth, because the President thought the munitions issue “had been fixed.” While the Trump administration calls these reports “FAKE NEWS,” their focus on ramping up missile production to provide “the weapons our warfighters need at the pace the threat demands” indicates a clear sense of urgency regarding the scale of the problem. The Pentagon’s Deputy Secretary issued a memo to industry leaders last week calling for plans to “drive significantly faster, more aggressive delivery schedules and/or increased production for critical capabilities.”

It’s not just in the Middle East where these challenges are being felt. A new report released today by the USSC analyses the consequences of these developments for integrated air and missile defence cooperation between Australia, Japan and the United States in the Indo-Pacific. Trilateral cooperation on munitions supply chain initiatives and co-development, sustainment and production of key integrated air and missile defence capabilities could offer one of the strongest solutions to US and allied industrial base limitations.

Ultimately, whatever the US solution to its munitions production challenges, those decisions will have ramifications across the globe, and US allies and adversaries alike are watching closely.

 

Mari Koeck
Director of Engagement and Impact

Lead image: A US Army air defence artilleryman conducts maintenance on an MIM-104 Patriot missile system in the Middle East, 1 June 2026. Source: US Army

 

"The 'leakers' of these treasonous statements are being hunted down. Long term jail sentences will be sought!"

President Trump on Truth Social | 6 August 2026

 
 

Recent content

REPORT

Advancing trilateral integrated air and missile defence between Australia, Japan and the United States

To consider the state of play for integrated air and missile defence in the Indo-Pacific and workshop solutions for collective defence, the USSC convened experts from Australia, Japan and the United States and published their recommendations in this new report.

Read the report
 

COMMENTARY

Why the Pentagon is suddenly interested in a tiny town in NSW

In this op-ed for The Conversation, Research Fellow Robert Monterosso discusses the recent deal the Pentagon struck to support scandium development in rural NSW.

 
 
Read the op-ed
 
Listen to the podcast

PODCAST

USSC Briefing Room | USSC at 20: What’s changed and where to from here?

The USSC founding CEO Dr Alan Dupont and current CEO Dr Michael Green joined Director of Engagement and Impact Mari Koeck on the podcast to discuss the journey to establishing the USSC, what has changed since then and where things are headed.

 
 

In the news

ABC | Michigan Democrats back progressive Muslim in key race

Following Abdul El-Sayed's victory in the Michigan Democratic primary for senator, USSC Associate Professor David Smith spoke with ABC News about the win and what it means for the direction of the Democratic Party.

Listen here
 

ABC | Trump attempts to end 'birth tourism'

USSC Honorary Associate Dr Harry Melkonian spoke with ABC following President Trump's new executive orders to try to ban "birth tourism." He analyses the legal implications following the US Supreme Court's ruling on birthright citizenship earlier this year.

Listen here
 

ABC | The Iran war is dragging on — and dragging more nations in

USSC Director of Research Jared Mondschein spoke with ABC News about Iran's calculus regarding diplomacy or continued fighting with the United States, saying, "I think that Iran is willing to horizontally escalate tensions, because they are fighting existential challenges, whereas Donald Trump is fighting a political one."

Read here
 
 

Research spotlight

Report excerpt: Southeast Asian Approaches to US-China Tensions and Possible Responses to a Taiwan Conflict

A recent major research report co-authored by USSC Director of Foreign Policy and Defence Dr Lavina Lee and Hudson Institute Senior Fellow Dr John Lee published by the Hudson Institute Washington DC and supported by the SP Grants program of the Australian Department of Defence examines how Southeast Asian maritime countries think about deepening US-China competition and how they might respond to a conflict over Taiwan.

This is an excerpt of Chapter 1: The strategic mindset of Southeast Asian states.

 

In the American and Western tradition, proactive statecraft is defined as shaping the strategic environment to render it more favourable to a nation’s interests and values. However, the Southeast Asian notion of statecraft tends to be quite different, with many in the region starting from the premise that their nation, and Southeast Asia more generally, structurally lacks agency to influence strategic outcomes. In other words, shaping the external environment is not the object of statecraft. In fact, it is treated almost as an externality or independent variable, with the structure essentially given or imposed and not affected by other variables that Southeast Asians can manipulate.

Hence, proactive statecraft does not involve shaping the emerging regional hybrid order to Southeast Asian states’ liking, but maximising the rights, privileges, and gains they can extract from the hybrid order while managing risks and minimising threats. As a result, these smaller Southeast Asian states do not always focus on which principles or systems they prefer but on positioning themselves best to negotiate rights, privileges, and gains from the two great powers, regardless of what principles or systems are on offer—and to manage risks and threats in the process.

How Southeast Asian nations hedge and balance against China’s disruptiveness and assertiveness is therefore not always the most important question; rather, it is how they hedge and balance against China’s disruptiveness and assertiveness and US demands. Southeast Asians argue that just as some elements of Chinese policies and behaviour should be countered and constrained, some elements of US behaviour should as well. Indeed, they believe that the US attempt to prevent the partial emergence of a hierarchical authoritarian order is futile and could be as dangerous and disruptive to the region as assertive Chinese behaviour.

Read the full report
 

Dr Lavina Lee
USSC Director of Foreign policy and Defence

 

Dr John Lee
Hudson Institute Senior Fellow

 

Upcoming events

PUBLIC EVENT

Tibet at the epicentre: Geopolitics, religion and climate security

With much of the world’s attention focused on global flashpoints, Tibet’s uncertain future is often sidelined in geopolitical conversations. Yet the Tibetan plateau holds major implications for the region’s balance of power, climate security, and human rights around the world.

What is the geopolitical significance of Tibet in the 21st century? How could Tibet’s environmental future affect millions of lives across Asia? And what does Tibet’s political future mean for religious freedom and international law around the world?

To answer these questions, please join us for a discussion with Tibet Policy Institute Senior Research Fellow Dr Tenzin Desal, UTS Associate Professor in China Studies Dr Feng Chongyi and La Trobe Asia Director Dr Ruth Gamble, in conversation with United States Studies Centre (USSC) CEO Dr Michael Green.

DATE AND TIME

14 September 2026
6.00–7.30pm AEST

WHERE

Level 5 Function Room, The Michael Spence Building (F23) at the Corner of Eastern Avenue and City Road, The University of Sydney

DETAILS

Free but registration is essential

Register
 
 

CONFERENCE

Sydney International Strategy Forum 2026

From the Iran War to energy markets and Chinese ballistic missile tests in the Pacific, 2026 has been a year marked by disruption and disorder. In its 75th year, the ANZUS Treaty remains a source of stability enhanced by strengthened ties among like-minded partners across the Indo-Pacific. Yet questions are also growing about the trajectory of American power, Chinese intentions towards Taiwan, the impact of the trans-Atlantic rift, and the growing weaponisation of economic interdependence.

Join us to analyse, debate and interpret these dynamics in real time with leading experts from the United States, Australia and the Indo-Pacific at the 4th annual Sydney International Strategy Forum.

Learn more

DATE AND TIME

23 September 2026
8.00am–5.00pm AEST

WHERE

Four Seasons Hotel, Sydney

DETAILS

Early Bird Rate (Until 31 July 2026): $799

Register
 
 
 
TwitterFacebookInstagramYouTubeLinkedInWebsite
 
 

Manage your email preferences  |  Forward this email to a friend

United States Studies Centre
Institute Building (H03)
University of Sydney NSW 2006

​www.ussc.edu.au  |  us-studies@sydney.edu.au

 
 
 

The United States Studies Centre at the University of Sydney is a university-based research centre, dedicated to the rigorous analysis of American foreign policy, economic security, emerging technology, politics, society and culture. The Centre is a national resource, that builds awareness of the dynamics shaping America, their implications for Australia and — critically — solutions for the Alliance.


CRICOS Number: 00026A

Unsubscribe