03-16-2022, 09:52 AM
(03-16-2022, 08:59 AM)fenders53 Wrote: That cut coincidentally matches up with the Germany buy.
This was something I was thinking about too.
I would assume that the production lines are probably running at full capacity all year round? Right?
In that case if the US takes less deliveries, that could just mean expedited delivery schedules for other customers. I do see this as a real possibility, the US greatly benefits if it's allies are stronger and less dependent on US help. Right now everyone is back to increasing defense budgets, and everyone wants to beef up their military fast. Product delivery times are a big part of decision making, and the companies who can deliver goods in 2023 instead of 2024 will be bagging in some major contracts.
That being said, this is just one possible reason, and undoubtedly this is the best case scenario for LMT. It could very well be something completely different.