BREAKING: 3,000 Precision Weapons in 36 Hours. The Iran War Is About to Trigger a Massive Critical Minerals Demand Shock $MP $UAMY $USAR $UUUU $NB $AREC
The first 36 hours of the U.S.-Israeli campaign against Iran consumed more than 3,000 precision-guided munitions and interceptors, exposing a critical vulnerability in the supply chain. Much is unknown about the future of the war and its wider implications, but one thing is clear: the need to replenish munition stockpiles.
Utilizing a proprietary Payne Institute open-source ledger and data-scraper tool that breaks out minerals and materials from demand scenarios, our team—drawing from the technical expertise across the Colorado School of Mines—conservatively identified the number of Iranian missile launches and drone attacks across the Middle East during the first 36 hours of the conflict.
Beyond the sheer volume of munitions, the loss of high-value assets introduces another layer of complexity. The destruction of two advanced U.S. radars, the AN/FPS-132 in Qatar and the AN/TPS-59 in Bahrain, highlights a problem where the total weight of the "mineral bill" is less of a concern than the extreme fragility of the supply chain and the extensive timelines for replacement.
Per our analysis, for the AN/FPS-132, it will take five to eight years for Raytheon to build a new radar at a cost of $1.1 billion. Meanwhile, Lockheed Martin will require at least 12 to 24 months and an estimated $50 million to $75 million to replace the AN/TPS-59, based on the original Bahrain Foreign Military Sales contract adjusted for inflation. The biggest issue for the defense industrial base will be sourcing the 77.3 kilograms of gallium needed for both systems, a material for which China controls 98 percent of the global supply. This is not to mention the 30,610 kilograms of copper that will also be needed, a commodity facing surging demand from the technology sector.
The first 36 hours of the U.S.-Israeli campaign against Iran consumed more than 3,000 precision-guided munitions and interceptors, exposing a critical vulnerability in the supply chain. Much is unknown about the future of the war and its wider implications, but one thing is clear: the need to replenish munition stockpiles.
Utilizing a proprietary Payne Institute open-source ledger and data-scraper tool that breaks out minerals and materials from demand scenarios, our team—drawing from the technical expertise across the Colorado School of Mines—conservatively identified the number of Iranian missile launches and drone attacks across the Middle East during the first 36 hours of the conflict.
Beyond the sheer volume of munitions, the loss of high-value assets introduces another layer of complexity. The destruction of two advanced U.S. radars, the AN/FPS-132 in Qatar and the AN/TPS-59 in Bahrain, highlights a problem where the total weight of the "mineral bill" is less of a concern than the extreme fragility of the supply chain and the extensive timelines for replacement.
Per our analysis, for the AN/FPS-132, it will take five to eight years for Raytheon to build a new radar at a cost of $1.1 billion. Meanwhile, Lockheed Martin will require at least 12 to 24 months and an estimated $50 million to $75 million to replace the AN/TPS-59, based on the original Bahrain Foreign Military Sales contract adjusted for inflation. The biggest issue for the defense industrial base will be sourcing the 77.3 kilograms of gallium needed for both systems, a material for which China controls 98 percent of the global supply. This is not to mention the 30,610 kilograms of copper that will also be needed, a commodity facing surging demand from the technology sector.
🇨🇭 Global One SI - Prompt
$RDW: Redwire delivered 4 ROSA wings for Blue Origin' Blue Ring pathfinder mission in January 2025. On the Q4 call last week, management emphasized that the shift from development programs [like Blue Ring Pathfinder] to production will be the primary driver…
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"Blue Ring is mission-ready to support NASA’s Mars Telecommunications Network program."
Did you notice the ROSA wings on it?
Did you notice the ROSA wings on it?
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🚨 BREAKING: President Trump announces "CUBA'S going to fall, too!" amid Venezuela and Iran operations
“They need help. We are talking to Cuba,” Trump told POLITICO
Trump previously confirmed Sec. MARCO RUBIO is dealing with Cuba at a "very high level" and there could be a "friendly takeover"
TRUMP DOCTRINE IN FULL SWING 🔥
“They need help. We are talking to Cuba,” Trump told POLITICO
Trump previously confirmed Sec. MARCO RUBIO is dealing with Cuba at a "very high level" and there could be a "friendly takeover"
TRUMP DOCTRINE IN FULL SWING 🔥
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🚨 JUST IN: Iranian foreign minister just announced the regime is ready for a US GROUND INVASION
"We are waiting for them!" *Smirks*
"Yes! We can then confront them. That would be a big disaster for them."
They are run by PSYCHOPATHS. The regime is GOING DOWN!
"We are waiting for them!" *Smirks*
"Yes! We can then confront them. That would be a big disaster for them."
They are run by PSYCHOPATHS. The regime is GOING DOWN!
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 JUST IN: President Trump gives massive praise to Venezuelan President Delcy Rodríguez, says oil is starting to FLOW
Trump SOLVED Venezuela! 🇺🇸🇻🇪
"She is working with U.S. Representatives very well. The Oil is beginning to flow, and the professionalism and dedication between both Countries is a very nice thing to see!"
Trump SOLVED Venezuela! 🇺🇸🇻🇪
"She is working with U.S. Representatives very well. The Oil is beginning to flow, and the professionalism and dedication between both Countries is a very nice thing to see!"
🇨🇭 Global One SI - Prompt
🚨 BREAKING: Azerbaijan’s Armed Forces have been placed on the highest level of mobilization. All units — including the Defense Ministry, Border Service, and Special Forces — have been ordered to stand ready for any operation.
🇮🇷🇦🇿 BREAKING: Azerbaijan begins amassing troops along the border with Iran.
The Azerbaijani military has cancelled most leaves for soldiers in its Armed Forces. The military has been placed on maximum alert.
The Azerbaijani military has cancelled most leaves for soldiers in its Armed Forces. The military has been placed on maximum alert.
🇨🇭 Global One SI - Prompt
Photo
Iranian militias are getting text messages straight to their phones 📱
"Your weapons are worthless against our airstrikes.
You're dying in a fight you already lost.
Your commanders sold you out.
They're hiding in luxury, pocketing the cash they stole, while you and your families get nothing but graves."
"Your weapons are worthless against our airstrikes.
You're dying in a fight you already lost.
Your commanders sold you out.
They're hiding in luxury, pocketing the cash they stole, while you and your families get nothing but graves."
🇨🇭 Global One SI - Prompt
Iranian militias are getting text messages straight to their phones 📱 "Your weapons are worthless against our airstrikes. You're dying in a fight you already lost. Your commanders sold you out. They're hiding in luxury, pocketing the cash they stole…
Psychological warfare is a beautiful thing.
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A billionaire is risking half of his cryptocurrency fortune to build the first commercial space station. Success could win his startup, Vast Space, a lucrative NASA contract to replace the ISS.
Failure could cost him $1 billion
Failure could cost him $1 billion
🇨🇭 Global One SI - Prompt
THIS IS CONCERNING. Over 1.17 million US job cuts were announced in the last year, the highest since the pandemic. 600,000 were cut in just the first two months of 2026. Major layoffs include: • US Government: 317,000 • UPS: 78,000 • Amazon: 30,000 • Intel:…
Media is too big
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Amazon just let go 16,000 corporate employees.
600,000 $AMZN warehouse workers are next on the chopping block.
600,000 $AMZN warehouse workers are next on the chopping block.
🇨🇭 Global One SI - Prompt
Amazon just let go 16,000 corporate employees. 600,000 $AMZN warehouse workers are next on the chopping block.
Amazon lays off robotics staff... "Learn to code" is suddenly no longer a solution.
🇨🇭 Global One SI - Prompt
$ASTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$ASTS Deutsche Bank raised the firm’s price target on AST SpaceMobile to $137 from $81 and keeps a Buy rating on the shares.
The firm rolled forward its share valuation given the new year and AST’s EBITDA multiple to 20-times from 15.
The reason for the increase in Deutsche’s 2030 valuation multiple is that its new forecast exits 2030 with a 60% higher EBITDA growth rate of 40%, the analyst tells investors in a research note.
The firm believes AST has the partnerships in place to be successful and scale its direct-to-device business.
The firm rolled forward its share valuation given the new year and AST’s EBITDA multiple to 20-times from 15.
The reason for the increase in Deutsche’s 2030 valuation multiple is that its new forecast exits 2030 with a 60% higher EBITDA growth rate of 40%, the analyst tells investors in a research note.
The firm believes AST has the partnerships in place to be successful and scale its direct-to-device business.