The US has warned European allies of potential long-term delays in weapons deliveries due to the depletion of military stockpiles amid the ongoing war with Iran.
According to the Financial Times, nations including the UK, Poland, Lithuania, and Estonia have received warnings that a real shortage of armaments – rather than political motives – is affecting supply chains.
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Over the past two months, the US has expended significant volumes of ammunition against Iran, forcing the Pentagon to divert stocks from other regions, including the Indo-Pacific. These delays may specifically impact munitions for HIMARS, NASAMS, and other critical systems.
For Ukraine, the shortage poses additional risks as Russian attacks continue. A high-ranking Ukrainian official noted that deliveries to Kyiv have already begun to lag since the outbreak of the US-Iran conflict.
This logistical strain emerges as President Donald Trump considers withdrawing 5,000 troops from Germany, citing dissatisfaction with European support for the war effort.
While military resources are stretched, a diplomatic opening has appeared. The Wall Street Journal reports that Tehran has dropped its demand for an immediate end to the naval blockade as a prerequisite for talks.
Instead, Iran is proposing a simultaneous discussion on reopening the Strait of Hormuz, security guarantees, and its nuclear program in exchange for sanctions relief.
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