Overview
- The Pentagon told partners in the UK, Poland, Lithuania and Estonia to expect significant delays for munitions used in HIMARS rocket launchers and NASAMS air defenses, the Financial Times reported.
- U.S. stockpiles fell after heavy weapons use in the Iran war, prompting redeployments from other regions and raising concern about knock-on effects in Asia and slower deliveries to Ukraine.
- The Defense Department said it is reviewing new and existing arms transfer cases to match operational needs and declined further detail due to operational sensitivity.
- Norway confirmed U.S. authorities warned that delays may occur, noting that no final decision has been made and offering no timeline or system list.
- EU foreign policy chief Kaja Kallas said Nordic and Baltic countries face delays, with Finland and Estonia acknowledging setbacks, Sweden reporting no U.S. notice, and Denmark declining comment.