Windfalls await investors in ammunition

In the now classic 1967 film The Graduate, protagonist Benjamin Braddock, being feted with a graduation party, is pulled aside by a friend of his parents. Mr Maguire says he has only one word for Ben: “plastics.” Then, using more words, Maguire tells Ben, “There’s a great future in plastics.”

Today it looks more and more like there is a great future in ammunition, which is in short supply in Ukraine and Russia, and in the United States and elsewhere in NATO. Although it’s open to debate whether the future in ammunition can indeed be called great (depends on how you define “great”), there is certainly a huge need out there, and there are profits to be made.

The widespread ammunition shortage has caught nearly all war professionals (planners, operators, analysts) by surprise. The Ukraine war is eating up available ammunition supplies at a huge rate.