George Barros

And when you need a factory today, you need to start breaking ground on the factory three or four years ago. Yeah. And so the timelines aren't exactly lining up. Europeans are expediting it. I believe the European Commission, they're currently talking about a decades long European regarment initiative where they're going to spend somewhere around

And when you need a factory today, you need to start breaking ground on the factory three or four years ago. Yeah. And so the timelines aren't exactly lining up. Europeans are expediting it. I believe the European Commission, they're currently talking about a decades long European regarment initiative where they're going to spend somewhere around

And when you need a factory today, you need to start breaking ground on the factory three or four years ago. Yeah. And so the timelines aren't exactly lining up. Europeans are expediting it. I believe the European Commission, they're currently talking about a decades long European regarment initiative where they're going to spend somewhere around

800 billion euros to invest in the European defense industrial base. That's excellent. Again, needed to happen 10 years ago, but here we are. Now, that said, Europeans can do a lot. They produce a lot of artillery ammunition. They produce a lot of working good stuff. Rheinmetall can make armored fighting vehicles and tanks. So in principle, that stuff can get to Ukraine.

800 billion euros to invest in the European defense industrial base. That's excellent. Again, needed to happen 10 years ago, but here we are. Now, that said, Europeans can do a lot. They produce a lot of artillery ammunition. They produce a lot of working good stuff. Rheinmetall can make armored fighting vehicles and tanks. So in principle, that stuff can get to Ukraine.

800 billion euros to invest in the European defense industrial base. That's excellent. Again, needed to happen 10 years ago, but here we are. Now, that said, Europeans can do a lot. They produce a lot of artillery ammunition. They produce a lot of working good stuff. Rheinmetall can make armored fighting vehicles and tanks. So in principle, that stuff can get to Ukraine.

But there's some niche systems and capabilities that truly only the US has. that the Europeans cannot replicate. Two systems come to mind. The interceptors for the Patriot air defense system. Europeans themselves depend on the Patriots. It's kind of bizarre how the Americans have a monopoly over European air defense. The Ukrainians are running low on those.

But there's some niche systems and capabilities that truly only the US has. that the Europeans cannot replicate. Two systems come to mind. The interceptors for the Patriot air defense system. Europeans themselves depend on the Patriots. It's kind of bizarre how the Americans have a monopoly over European air defense. The Ukrainians are running low on those.

But there's some niche systems and capabilities that truly only the US has. that the Europeans cannot replicate. Two systems come to mind. The interceptors for the Patriot air defense system. Europeans themselves depend on the Patriots. It's kind of bizarre how the Americans have a monopoly over European air defense. The Ukrainians are running low on those.

The Europeans barely have any spare that they could give the Ukrainians that they haven't already. The American production rate of Patriot Interceptors is actually quite low too. And so, no more American aid, no more Patriot Interceptors, that's going to be a big problem for Ukraine. Number two is the HIMARS for their operational strike capacity. The Ukrainians rely on the HIMARS.

The Europeans barely have any spare that they could give the Ukrainians that they haven't already. The American production rate of Patriot Interceptors is actually quite low too. And so, no more American aid, no more Patriot Interceptors, that's going to be a big problem for Ukraine. Number two is the HIMARS for their operational strike capacity. The Ukrainians rely on the HIMARS.

The Europeans barely have any spare that they could give the Ukrainians that they haven't already. The American production rate of Patriot Interceptors is actually quite low too. And so, no more American aid, no more Patriot Interceptors, that's going to be a big problem for Ukraine. Number two is the HIMARS for their operational strike capacity. The Ukrainians rely on the HIMARS.

It has become a workhorse capability. It is the only system they have for reliable, effective operational range strikes, those being strikes beyond 30 kilometers, but short of 70, 75 kilometers. The Europeans do not have a commensurate mature system like the HIMARS to be able to fulfill that very important need.

It has become a workhorse capability. It is the only system they have for reliable, effective operational range strikes, those being strikes beyond 30 kilometers, but short of 70, 75 kilometers. The Europeans do not have a commensurate mature system like the HIMARS to be able to fulfill that very important need.

It has become a workhorse capability. It is the only system they have for reliable, effective operational range strikes, those being strikes beyond 30 kilometers, but short of 70, 75 kilometers. The Europeans do not have a commensurate mature system like the HIMARS to be able to fulfill that very important need.

So, even if the Europeans want to throw a lot of money and try to build up, they need that stuff. And the solution might be that the Europeans just go to the Americans and go to Robert Grumman and go to Lockheed and they're like, hey, we'll pay you at General Dynamics. They're like, hey, we'll pay you to give us the interceptors and the HIMARS ammo.

So, even if the Europeans want to throw a lot of money and try to build up, they need that stuff. And the solution might be that the Europeans just go to the Americans and go to Robert Grumman and go to Lockheed and they're like, hey, we'll pay you at General Dynamics. They're like, hey, we'll pay you to give us the interceptors and the HIMARS ammo.

So, even if the Europeans want to throw a lot of money and try to build up, they need that stuff. And the solution might be that the Europeans just go to the Americans and go to Robert Grumman and go to Lockheed and they're like, hey, we'll pay you at General Dynamics. They're like, hey, we'll pay you to give us the interceptors and the HIMARS ammo.

And then they'll give it to the Koreans that way, which in principle could work and would benefit the US industry too.

And then they'll give it to the Koreans that way, which in principle could work and would benefit the US industry too.