How Defense Giants Hedge Against Oil Price Shocks
The Defense Tech Podcast with Fexingo: Government Contracting, Aerospace, and Military TechShow Notes
With oil topping one hundred five dollars and the ten-year yield hitting a nineteen-year high, defense contractors face an unexpected profit squeeze. Lucas and Luna break down how Lockheed Martin, Raytheon Technologies, and Northrop Grumman are adjusting their supply chains when fuel costs spike. We look at the specific mechanics of freight surcharges, raw material inflation, and why fixed-price contracts are becoming riskier for prime contractors in this volatile macro environment.
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