economy
March 7, 2026
U.S. Military-Industrial Complex Agrees to Quadruple Bomb Production as Operation Epic Fury Rages On
The moment Trump signals Iran is prepared to surrender, defense stocks and crude are likely to plunge as war risk premiums implode.
TL;DR
- U.S. forces conducted 3,000 strikes on IRGC targets during the first week of Operation Epic Fury.
- President Trump stated there will be no negotiated end to the war with Iran, only unconditional surrender.
- U.S. inventories of critical munitions are running low, exacerbated by Ukraine's needs.
- Top U.S. defense manufacturers met with President Trump and agreed to quadruple weapons production.
- Companies like BAE Systems, Boeing, Honeywell Aerospace, L3Harris Missile Solutions, Lockheed Martin, Northrop Grumman, and Raytheon attended the meeting.
- The Goldman Sachs index for U.S. defense firms is expected to rise as the conflict continues.
- Defense stocks and crude oil prices are predicted to fall if Iran signals surrender.
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