U.S. missile manufacturing fails to match wartime tempo


United States missile manufacturing is failing to keep pace with the tempo of modern warfare, raising concerns about how quickly the military can replace precision weapons in a high-intensity conflict. To examine where the bottlenecks lie and how they affect readiness, Defence Blog sought comment from John Borrego, Senior Vice President of Aerospace and Defense at Machina Labs, who has held senior technical and leadership roles at Northrop Grumman, SpaceX, Rocketdyne, and Los Alamos National Laboratory.

In responses provided to Defence Blog, Borrego said manufacturing speed should be measured not by machine output alone, but by how quickly the United States can turn a validated military requirement into fielded weapons at scale.

“In modern missile and advanced weapons production, manufacturing speed means the ability to translate design intent into flight-ready components, iterate quickly, and surge output without months or years of retooling,” Borrego said. “Manufacturing speed isn’t just about how fast machines operate, it’s about how quickly we can turn a validated military need into field-ready firepower.”

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Borrego defined the concept as “time-to-fielded-firepower,” describing it as the full timeline from identifying a requirement or replacing combat losses to delivering qualified, accepted weapons in volume. According to him, this timeline is increasingly out of sync with the pace of modern conflict.

“This matters for readiness because today’s threat environment evolves on operational, not industrial, timelines,” Borrego said. “Adversaries iterate weapons, tactics, and countermeasures faster than legacy defense manufacturing can traditionally respond. If production takes years to adapt, even technically superior systems arrive too late to matter.”

Borrego said manufacturing speed depends on four interconnected timelines that determine whether factories can respond to wartime demand.

The first is “design to producible,” which measures how quickly a concept becomes a buildable and testable design using model-based systems and controlled interfaces. The second is “qualify to ship,” covering how fast materials, processes, suppliers, and first articles can be certified without restarting qualification for every batch. The third is “cycle to throughput,” which reflects how efficiently a factory converts raw inputs into quality-assured hardware. The final clock is “ramp to surge,” or how rapidly output can double or triple without compromising safety, quality, or cost.

According to Borrego, most U.S. defense factories struggle to keep these clocks aligned, especially when demand rises suddenly.

Borrego said the most serious bottlenecks are structural, with tooling at the top of the list. Traditional tooling, he noted, can take years to design and qualify, making rapid scale-up or design changes difficult.

“Most legacy manufacturing processes were built for stable, predictable production,” he said. “When requirements shift, the entire system slows down. By removing tooling from the critical path and digitizing production, surge capacity can scale through machines and software, not timelines.”

He also identified persistent constraints in energetics, including propellants, explosives, cast-cure capacity, and strict handling requirements. Seeker and guidance electronics remain limited by microelectronics, radiation-hardened components, specialized sensors, and secure supply chains. Motors, casings, and specialty materials are constrained by long-lead forgings, castings, composites, and integrated structures.

Single-source sub-tier suppliers present another risk, Borrego said, because many have fragile capacity and no business case for maintaining surge readiness.

Testing infrastructure also delays output, particularly in thermal vacuum testing, vibration testing, ordnance trials, non-destructive testing, metrology, and calibration. Workforce shortages add to the problem, with a limited number of cleared and experienced manufacturing engineers, inspectors, NDT technicians, and energetic handlers, and critical knowledge often concentrated in only a few individuals.

Borrego said an agile, multi-process manufacturing model could change how the U.S. responds to rapid demand spikes or prolonged high-intensity conflict by allowing factories to shift production without waiting for new tooling or facility redesigns.

“In a real surge or drawn-out fight, the challenge isn’t knowing what to build,” he said. “Most factories are locked into doing one thing, one way, and changing that can take months or even years. An agile, multi-process manufacturing model removes that constraint.”

Under this approach, production would rely on modular cells capable of machining, forming, additive manufacturing where appropriate, hybrid layup, assembly, and inspection, all connected by a digital thread. Reconfigurable tooling, reusable fixtures, programmable robotic paths, and parameterized workholding would reduce changeover times and dependence on long-lead hard tools.

Borrego said qualification would also need to be standardized across sites using pre-qualified materials, standardized inspection plans, digital acceptance records, in-line monitoring, and model-based design definitions. This would allow distributed production instead of reliance on a single factory.

Borrego’s warning echoes findings from U.S. government assessments. A 2023 wargame conducted for the House Select Committee on Strategic Competition concluded that, in a conflict with China, the United States would expend its stock of advanced missiles and bombs in less than a month and run out of some critical weapons in a matter of days.

According to Borrego, agile manufacturing is the only way to close that gap without relying on stockpiles that cannot be replenished in time.

“In a prolonged or high-intensity conflict, the central question becomes: can the U.S. sustain both precision and volume?” he said. “Agile, multi-process manufacturing makes this achievable, by building manufacturing depth, not just relying on unreplenishable stockpile depth.”

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Tariff threats prompted pharma production boom last year: report


While the threat of U.S. import tariffs prompted a surge in drug production last year, that output is slated to slow across multiple geographies in 2026. And, even as the biopharma industry enters the new year with greater certainty around the U.S.’ trade policy, the risk of another “tariff flare-up” looms large.

That’s the macro situation according to financial services firm Atradius, which noted in a new industry trend report (PDF) that global pharmaceutical production leapt 9.1% in 2025, mainly on the back of “front-loading activity in anticipation of US tariffs.” 

In 2026, however, output growth is expected to slow to 1.6% as a move toward “retrenchment” results in a slowdown of production growth in the first half of the year, the report predicts.

Nevertheless, a rebound could be not too far behind, with Atradius reckoning that global drug production will eke out 3.7% growth in 2027. That general trend holds true when looking at Atradius’ predictions for the growth of pharmaceutical sales and investments around the world in 2027, too.

As for 2025, the financial services company logged 9.7% growth in global pharmaceutical sales and 5.2% growth in overall industry investment. Atradius expects momentum in those areas will slow to 1.6% and 2.7% in 2026, respectively. 

The Trump administration’s persistent threat of pharmaceutical import tariffs was the driving force behind last year’s manufacturing surge, the experts say.

Still, the overall impact of U.S. trade duties has been “limited,” according to Atradius, which pointed to the exemptions Big Pharma companies have won through White House drug pricing deals as well as country- and region-specific agreements capping U.S. import tariff rates. Furthermore, generic drugs have largely been excluded from President Donald Trump’s trade negotiations, sparing the medicines that make up the bulk of the American public’s prescriptions from supply and price disruptions.

The industry isn’t out of the woods yet, with the report cautioning that “the downside risk of another tariff flare-up remains.”

Earlier this week, following an intensification of Trump’s rhetoric around a potential U.S. acquisition of Greenland, concerns were raised that the threat of new 10% taxes on select European countries that showed military support for the autonomous Danish territory might scupper the U.S.-EU trade deal reached last summer. Under that accord, which still needs to be ratified by European lawmakers, most European exports, including pharmaceuticals, will have tariffs capped at 15%.

Trump ultimately backed down on the threat after reaching the “framework of a future deal” on his Greenland ambitions during the World Economic Forum in Davos, Switzerland, this week. Still, the uncertainty his comments cast on previously secured agreements lends credence to Atradius’ “tariff flare-up” warning.

Overall, Atradius suggested industrial policy will play an increasingly large role across the pharmaceutical industry in the coming years, buoyed by government efforts around the globe to reduce reliance on imports and incentivize strategic stockpiling and domestic manufacturing.

“Supply networks of pharmaceuticals and medical devices will become more fragmented due to geopolitical tensions,” the firm predicted.
 

Mapping 2025’s production output
 

In the U.S., pharmaceutical manufacturing output is expected to “decelerate” to 0.9% this year—a marked departure from the 5.2% increase charted in 2025, according to Atradius’ report. The outlook forecasts a 2.5% rebound in U.S. pharmaceutical output growth in 2027.

The report again pointed to industry-won tariff exemptions as a relief for drugmakers in the near term, while caveating that “uncertainty remains, as Washington has repeatedly announced its intention to target medicine imports.”

Aside from the most-favored-nation drug pricing deals that have won many large pharma companies exemptions from tariffs, efforts by the FDA to ease the build-out of new production facilities in the U.S. could also bolster the country’s pharmaceutical output, Atradius said.

At the same time, “high production costs could still make it more cost-effective for pharmaceuticals to be manufactured elsewhere,” the report reads.

Perhaps most striking in Atradius’ report was the 21.6% growth in pharmaceutical output that the U.K. and the EU charted in 2025, again attributed to “front-loading triggered by massive U.S. tariff threats.” In Ireland—a country with a wealth of large pharma manufacturing outposts—production output surged a whopping 41.3% in 2025, according to Atradius. The country is predicted to experience a sharp turn in the other direction this year, with Atradius forecasting a 6.4% output decline.

This year, the U.K. and the EU’s combined output is tipped to “contract temporarily” by 3.7%, by Atradius’ reckoning.

While the EU has presently secured a 15% tariff rate cap, the U.K. has dodged U.S. import duties altogether in part by agreeing to raise the net prices its National Health Service pays for innovative medicines by 25%.

While those agreements blunt the impact of tariffs in Europe, Atradius acknowledged that shifting manufacturing to the U.S.—a key part of Trump’s trade agenda—is both expensive and complex, posing challenges for smaller companies with fewer resources.

Unlike Europe and the U.S., China’s pharmaceutical output is expected to continue growing in 2026. Atradius estimates that the country’s drug production will increase 6.6% this year versus 3.6% growth in 2025. 

China’s exposure to U.S. tariffs is “limited,” and, while the country accounts for some 40% of the world’s active pharmaceutical ingredient output, those drug building blocks aren’t targeted by U.S. tariffs, Atradius noted. 

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