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WarTalk: Potemkin Pacific, Midterm Budget Woes

ChinaTalk Jordan Schneider

WarTalk hosts Bryan Clark, Justin McIntosh, and Tony Stark discussed U.S. defense deployments, a continued Iran blockade, and how upcoming midterm budget pressure could reshape the Pentagon and its defense-tech suppliers. They said the midterms are about 39 days away and that roughly 30% of U.S. missile stockpiles are tied up amid Middle East operations. As a result, they expect defense spending to flatten or drop, more contractors (including Anduril) to refuse “work at risk,” and a risk of reduced readiness if new platforms can’t be sustained.

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