US NATO envoy warns Patriot shortage means Washington and allies must dig deep
The headline indicates a shortage of Patriot missile systems affecting military supply availability.
Source →The trace
How it reaches your house.
Starting from Ammunition, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Ammunition →DelaysSmokeless powder (propellant) production
The report specifically points to supply-chain bottlenecks and longer production lead times, which fit a delay in propellant production.
78% confidenceAmmunition →Shortage riskNitrocellulose Smokeless Powder (Propellant)
This is a critical propellant input with very high dependency strength, so ammunition shortfalls and resupply bottlenecks can tighten its availability.
76% confidenceAmmunition →Shortage riskLead Styphnate (Primer Explosive Compound)
This is another critical, high-dependency ammunition input, so munitions shortfalls are likely to strain primer compound availability.
Hop 2
Nitrocellulose Smokeless Powder (Propellant) →Shortage riskNitrocellulose smokeless powder is a critical propellant input to ammunition, so its shortfall directly constrains ammunition output.
95% confidenceNitrocellulose Smokeless Powder (Propellant) →Stands to benefitSt. Marks Powder (General Dynamics)
As the 70% supplier of a scarce propellant with a 36-month replacement horizon, St. Marks is the strongest upstream beneficiary of tight supply and pricing power.
64% confidenceHop 3
St. Marks Powder (General Dynamics) →Shortage riskNitrocellulose Smokeless Powder (Propellant)
St. Marks Powder is a dominant supplier of this propellant input (70% market share) and it is hard to replace (low substitutability, 36-month lead time), so disruption at the company would strongly reduce availability.
81% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Ammunition
Companies you may own
St. Marks Powder (General Dynamics)
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.