DoD Uses Long-Term Demand and Investment to Reshape Defense Acquisition
The second Trump administration is combining commercial-style buying, multiyear demand commitments, supplier investment, and closer scrutiny of contractor capital decisions. Major missile production arrangements—including reported PAC-3 MSE, THAAD, and Tomahawk commitments—could expand industrial-base opportunities, while leaving contractors exposed to appropriations, pricing, execution, and supply-chain risks.