Expert claims that the war in Iran has depleted the stock of the United States, threatens deliveries to Europe, pressures support for Ukraine, and reveals the historical delay of the Brazilian defense industry in the country
European allies will face delays in the delivery of armaments due to the war in Iran, said Ricardo Cabral on Conexão Record News this Friday (17), citing the depletion of the arsenal, pressure on Europe, and reflections in Ukraine.
Delivery Delays
Ricardo Cabral stated that the war in Iran will affect the United States’ European allies with delays in the delivery of armaments. For him, the American arsenal is outdated and shows signs of wear after the conflict.
He summarized the risk directly. If the United States reallocates what remains of the stock to use against Iran or in another confrontation, they will have difficulty sustaining military responses.
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War in Iran takes a turn today: with reinforced control in Hormuz, shots fired at a tanker, six airports reopened, and renewed tension in Lebanon.
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Iran said that the Strait of Hormuz is open, but in practice only 1 non-Iranian oil tanker managed to cross in 24 hours — before the blockade, 100 ships passed per day.
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Iran declares the Strait of Hormuz completely open this Friday, and the price of oil plummets nearly 10% in a few hours — the largest drop since the beginning of the conflict.
Stock Under Pressure
Cabral stated that the use of Tomahawk missiles during the 48 days of war in the Middle East was excessive. According to him, about 850 munitions were fired in the territory during that period.
At the same time, there is a forecast to purchase 26 projectiles for 2026. Given this scenario, the United States is considering resuming tactics used in World War II to address military supply shortages.
Industry and Production
The expert stated that the United States Secretary of Defense, Pete Hegseth, has been talking with American manufacturers, such as Ford and GM, to put defense items on production lines.
Meanwhile, Europe is ramping up its military production. Cabral assessed that the continent needs to produce for itself or it will face problems meeting Ukraine’s needs.
Arms Race
For Cabral, the war in Iran exposes a global arms race. In this scenario, he said that Brazil is lagging behind the major powers.
He mentioned that the Navy is asking for a billion to maintain the idea of a nuclear submarine, a project already delayed by 30 years.
He also stated that the Brazilian defense industry continues to be penalized by taxes and lack of investment.
With information from R7.

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