Kathy Warden, chief executive of Northrop Grumman, one of the top five "prime" contractors in the US, warned that weapons stockpiles had not been built to service a lengthy war.
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"I wouldn't necessarily say that I've heard we're running out, but if you do project forward that we're going to want to sustain these levels of commitments for another couple of years — that's certainly not what anyone had built stockpiles to accommodate," she said.
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"We think in the long term, there's going to be a requirement to replace Russian air combat capability — fixed wing and rotary wing aircraft" for the Ukrainians, the industry executive said.*
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Northrop was prepared to make investments, including expanding factories "ahead of a contract", said Warden, but cautioned that industry needed to "get an indication that if we build it, the demand will come".
It can take years for a defence company to source parts, assemble, test, and deliver a system.
Northrop Grumman generates more than 80 per cent of its annual revenues from contracts with the US government, including key roles on programmes such as the F-35 fighter jet where it provides parts for the weapons system and avionics. It also led the industry team for NASA's James Webb space telescope.
Like many manufacturers, Northrop Grumman is wrestling with supply chain challenges, in particular shortages of electronic parts such as cables, connectors and power supplies. Lead times for such parts have "doubled or tripled," said Warden.
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