Excerpts:
The United States is running out of missiles. After five months of war with Iran, stockpiles of long-range weapons are so low, current and former U.S. defense officials told us, that they don’t believe the U.S. has enough to combat a threat in Asia.
The remaining supplies, depending on the munition, are as low as 20 percent of what the Pentagon would like to have in hand. And stores of sophisticated interceptor missiles, such as Patriots and Terminal High Altitude Area Defense (THAAD) missiles, are too depleted to give or sell the weapons to Ukraine or effectively defend against Iran’s launch of ballistic missiles. Even when troops see Iranian missiles approaching, they are forced to decide in a matter of seconds whether to expend a limited number of interceptors or hope for the best, the defense officials told us.
Defense Secretary Pete Hegseth this week pleaded with Republicans on Capitol Hill for billions of dollars to replenish America’s dangerously depleted stockpiles of missiles and other crucial munitions. Hegseth’s appeal was nakedly partisan—he ignored Democratic lawmakers entirely—but also long overdue.
The Pentagon this year has awarded tens of billions of dollars in contracts to replenish those arsenals. But signing contracts is not the same as delivering missiles. Those contracts will produce munitions over the coming years, not the coming months.
Meanwhile, Iran has ramped up production of its offensive drones and ballistic missiles, and enhanced their capabilities. The war is now being shaped as much by industrial supply and logistics as by economic considerations and the politics of the midterms.
President trump raged at the assessment his national-security team gave him at Camp David on Friday, which showed that the U.S. military was running low on the munitions that would be necessary for Trump to order an escalation against Iran, a senior administration official familiar with the meeting told us. If the U.S. were to strike, Tehran would likely launch a barrage of missiles and drones against its neighbors in the region and the American bases they host.
The president barked at aides and had some pointed words for the Department of Defense’s leadership. Trump has grown frustrated at his inability to escape the stalemate of the war; he’s seething at its toll on the economy and is desperate to move on.
White House aides are concerned that Trump is losing his leverage in the conflict. He has threatened Iran many times but has rarely followed through; Tehran knows that. Tehran also knows that the U.S. is running low on munitions despite what Hegseth and the president say in public. Military leverage depends not simply on the U.S. ability to strike but also on its capacity to defend against Iran’s retaliation. Iran has displayed the confidence to further test the U.S., attacking ships in the Strait of Hormuz.
In the five months since the war started, the president has never faced such a weak position. The shortage of interceptors makes escalation dangerous. Nor would expanded strikes guarantee that Tehran will come back to the table.
That may leave diplomacy and concessions as the administration’s least risky option. Trump and Secretary of State Marco Rubio have repeatedly said that Iran will never be allowed to control any part of the Strait of Hormuz. But Trump is now considering a deal that gives Iran some control over maritime traffic. The proposed agreement between Oman and Iran, pending U.S. and Gulf approval, would reopen the strait by establishing a jointly managed framework for commercial shipping. Such a deal would give Iran the oversight of the crucial waterway it feels it has earned from the war, while also honoring Oman’s insistence on preserving freedom of navigation.
Had the Iran war been over in a matter of several weeks, as the administration initially predicted, the U.S. munitions problem would not be so dire. And the problem would be mitigated “if we knew when the war will end,” one defense official told us. “The real problem is that there is no long-term strategy—and we can’t plan around that.”
Before the shortages, the U.S. used its technological advantages to shape its strategy. Now the technological advances of its foes—and the strain they have put on U.S. stockpiles—are forcing Washington to reconsider its strategy again, this time without the long-held assumption that U.S. forces would enjoy an advantage in munitions.
Link: https://www.theatlantic.com/national-security/2026/08/shortage-weapons-shaping-war-iran/688201/?gift=nSqsbq99G5aLifkdkvvyM_RGQobzf2GiHEsD7vDkOYY