Trump's Halt on Ukraine Military Aid Puts U.S. Defense Contracts, Palantir at Risk
Since Russia's February 2022 invasion, the US has promised and paid at least $65 billion in military assistance for Ukraine. The Ukraine Security Assistance Initiative finances long-term weapon purchases from defense contractors, while the Presidential Drawdown Authority permits quick transfers from U.S. military stockpiles, therefore providing this aid. With about $20 billion already given, more than $31 billion has been promised using drawdown power. Ukraine still awaits a delivery of armored vehicles due in mid-2025.
From U.S. and partner defense companies, the Ukraine Security Assistance Initiative has invested around $33.2 billion for new armaments and military equipment. This longer-term assistance guarantees a supply of contemporary weapons as well as consistent manufacturer income. The stop in U.S. funding might throw off next investment choices and output targets.
Key source of combat information and data analytics for Ukraine, Palantir (PLTR, Financials) can find declining demand for its products if Ukraine tries to finance or acquire the technologies without American help. The stop in funding might affect the sources of income for Palantir connected to military contracts.
Among the weapons and tools supplied during the conflict include F-16 fighter planes, ATACM missiles, High Mobility Artillery Rocket Systems, the Guided Multiple Launch Rocket System, short-range air defense interceptors, air-to- ground bombs and artillery.
This article first appeared on GuruFocus.
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