https://www.wsj.com/articles/the-u-s-military-has-an-explosive-problem-6e1a1049
Nearly two years ago, an errant spark inside a mill caused an explosion so big it destroyed all the building’s equipment and blew a corrugated fiberglass wall 100 feet.
It also shut down the sole domestic source of an explosive the Department of Defense relies on to produce bullets, mortar shells, artillery rounds and Tomahawk missiles.
The ramshackle facility makes the original form of gunpowder, known today as black powder, a highly combustible material with hundreds of military applications. The product, for which there is no substitute, is used in small quantities in munitions to ignite more powerful explosives.
No one was hurt in the June 2021 blast. But the factory remains offline, unable to deliver its single vital component to either commercial or Pentagon customers.
Military suppliers consolidated at the Cold War’s end, under pressure to reduce defense costs and streamline the nation’s industrial base. Over the past three decades, the number of fixed wing aircraft suppliers in the U.S. has declined from eight to three. During the same period, major surface ship producers fell from eight to two, and today, only three American companies supply over 90% of the Pentagon’s missile stockpile.
Lower-tier defense firms are often the sole maker of vital parts—such as black powder—and a single crisis can bring production to a standstill.