Thread by @Bestiuk1

In every one of these articles I keep reading about the upcoming #metals shortage, they mention defense industries. Aircraft, missiles, etc.

This is fitting into what I'm seeing across defense stocks...

https://twitter.com/WallStreetSilv/status/1566834357637189632

Lockheed Martin $LMT is showing one of the biggest negative divergences I've ever seen.

What does that mean? It's the signal of an incoming change in trend. These can be spotted before the trigger happens.

I was wondering what the trigger would be. Maybe this is it...

I had thought a ceasefire in Ukraine, but that doesn't seem likely.

But what if the main material inputs to weaponry became 10x more expensive in a matter of months?

The military has placed orders to restock munitions sent over to Ukraine. Are those contracts price fixed?...

I don't know anything about how procurement works, but I can't imagine the DoD would be very warm to all of a sudden having a 10x larger bill passed on to them, nor would the American taxpayer.

Who takes the loss?

Does this spook investors and shareholders?...

Something big looks ready to happen here, and it comes at a time where the military has said it would not be comfortable with it's ammunition level, if it were to enter a war. It seems like the Western powers have put themselves and their defense industry in a precarious position

I could be wrong, and I hope I am, but I can't ignore what I see in the charts, and this seems to be a really easy-fitting piece in the puzzle.