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Voices of Industry: Three
The US defense industrial base faces an operational crisis driven not by an absence of physical machinery, but by critical visibility gaps and dangerous balance sheet over-leveraging. Small manufacturers frequently take on heavy capital expenditure debt based on soft customer promises, attempting to leverage their way into scale without secured long-term contracts. This reliance on debt as a temporary pressure relief valve ultimately constricts future cash flow, leaving shops vulnerable to small market shifts and trapped in precarious financial positions. 00:00 Capacity vs Real…
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