A new report from the Center for Strategic and International Studies (CSIS) warns that the U.S. missile production push is hitting a critical constraint: solid rocket motors. The bottleneck threatens to slow planned purchases of interceptors by 2027, testing a supply chain still healing from years of industry consolidation.
Solid rocket motors are essential components for defensive interceptors, with the U.S. currently dependent on a small number of suppliers. The CSIS analysis highlights that limited capacity and material shortages could delay production timelines, even as the Pentagon accelerates orders to replenish stockpiles and respond to rising threats.
The report points to 2027 as a key stress test, when planned interceptor buys are expected to surge. Past consolidation among motor makers has reduced competition and flexibility, making it harder to scale up quickly. Without new investments or supplier diversification, the delivery of critical defense systems may fall short.
This bottleneck underscores broader challenges in the defense industrial base, where just-in-time supply chains and specialized manufacturing have created fragile nodes. The CSIS recommends targeted funding and policy changes to expand production lines and secure raw materials.
While the report focuses on solid rocket motors, some analysts argue that broader systemic issues—including workforce shortages and import dependencies—could pose even greater long-term risks. The Pentagon has acknowledged the problem but has not yet outlined specific remediation plans.