Others have assumptions that are less sanguine:

https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/immediate-steps-that-europe-can-take-to-enhance-its-role-in-nato-defense/

https://www.armyupress.army.mil/Journals/Military-Review/English-Edition-Archives/July-August-2023/Supply-Chain-Issues/


I no longer have access to reliable sources that can tell me which is correct. I do know that just-in-time supply chains, to the extent the defense industry implemented them, turned out to be an unmitigated disaster, since they became a series of sequential single point failure nodes. You can see that in the civilian world too in the problems plaguing Airbus and P&W.

https://www.reuters.com/business/aer...es-2025-07-02/