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US and its allies unprepared to repel saturation missile assaults

greater by greater
July 25, 2025
Reading Time: 7 mins read
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US and its allies unprepared to repel saturation missile assaults


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Between June 13 and 24 Iran launched 574 missiles attacking Israel. Some of them got through, despite Israeli and US efforts to stop them. Until now we have lacked convincing data allowing some cogent analysis of the results of missile defenses. That information is partly supplied by a new study by the Jewish Institute for National Security Affairs, a Washington-based assume tank that’s pro-US protection and pro-Israel.

There are some surprises. The largest one is the function of THAAD operated by US personnel in Israel and within the Gulf.

THAAD is the Terminal Excessive Altitude Space Protection system. It’s designed to intercept short-, medium- and long-range ballistic missiles. THAAD interceptors value $12.7 million every, making them costly, however not practically as pricey because the AEGIS SM-3 Block 2A interceptor that’s priced at slightly below $28 million per shot.

THAAD is a hit-to-kill, or kinetic kill, interceptor that doesn’t use explosives. It has an operational ceiling of round 92 miles, so it isn’t able to exoatmospheric intercepts (310 to 620 miles). Israel’s excessive altitude interceptor, Arrow 3, is claimed to be able to intercepts within the exoatmosphere.

In line with the JINSA report, within the June battle THAAD intercepted 47.7 % of all of the missiles fired at Israel, an unexpectedly excessive proportion. In doing so, the US expended no less than 14% of its complete THAAD interceptor stockpile. JINSA says it’s going to take Lockheed, which manufactures the THAAD interceptors, round eight years to replenish the US stockpile, assuming the speed of manufacturing isn’t considerably elevated.

Take Word: We solely know the variety of Iranian missiles shot down by THAAD (92). We have no idea what number of THAAD interceptors have been launched to shoot down the Iranian missiles. The 14% determine represents the claimed kills, not the precise quantity fired. Thus the remaining stock of THAAD interceptors could also be smaller than said within the report.

There are a few essential caveats. The primary is that the US is supplying different international locations with THAAD methods. Saudi Arabia has a THAAD system delivered from the US and 50 interceptors. Nonetheless, it has ordered 360 interceptors, which is able to take years to fabricate.

Saudi THAAD personnel. Photograph: Kingdom’s Ministry of Protection

The UAE reportedly has 192 THAAD interceptors, though it isn’t clear all have been delivered.

The US additionally has THAAD methods in South Korea (the place there at the moment are experiences North Korea is boosting its missile production) and in Hawaii, Guam and Wake Island. Given the Chinese language missile risk and regional volatility, the US could must beef up provides for the Pacific. The choice is to answer on AEGIS, a really costly system that operates at sea and due to this fact isn’t able to absolutely defending US and allied bases within the area.

The second downside is intercepting hypersonic missiles. Iran reportedly used a few of these attacking Israel. China and Russia have already got them (e.g., DF-17 with DF-2F hypersonic glide autos and Russia’s Avangard and Oreshnik ballistic missiles, plus Kinzhal and Zircon). THAAD most likely must have longer vary and pace to counter hypersonic missiles, one thing that has been proposed (THAAD-ER) however not but authorised.

Israel has Arrow 2 and Arrow 3, the latter capable of function within the exoatmosphere. Within the latest battle, Israel says it intercepted greater than 200 Iranian missiles, One other 258 missiles weren’t intercepted as a result of Israel decided they weren’t going to hit populated areas or important infrastructure. THAAD intercepted 92 Iranian missiles.

In line with Israeli experiences, that left 57 Iranian missiles that obtained by way of and did injury.

What the knowledge tells us is that greater than half of Iran’s missiles have been inaccurate (for one motive or one other). It tells us that Israel doesn’t have an ample missile intercept stock or launcher functionality. Apparently Israel recognizes this shortcoming, however it depends upon US manufacturing to assist fill the gaps.

It additionally tells us that Israel can’t defend its territory with out the US. The nice significance of THAAD for defending Israel is important.

The JINSA report doesn’t take into consideration Iranian and different drones fired at Israel. Nonetheless, that risk may even multiply in future. (Israel has Iron Dome and Iron Beam, and may also use its air drive to shoot down drones,)

Patriot additionally performed a task within the battle, primarily to defend al Udeid air base in Qatar. The Iranians fired 14 quick and medium vary missiles on the air base on the final day of the battle, and the US was warned in regards to the assault forward of time by Iran. In response the US launched 30 Patriots and intercepted 13 out of 14 Iran’s missiles. One missile obtained by way of and broken a communications dome on the bottom.

Earlier than and after images of harm at Al Udeid Air Base final month. Photograph: Planet Labs

In observe this implies it takes no less than two Patriot interceptors for each enemy missile fired. As is well-known, the US is in brief provide of Patriot, which the US, its allies and associates depend on for air protection. This has prompted vital controversy in reference to provides of Patriots for Ukraine. The Pentagon has made clear that stockpiles are at a important stage and it doesn’t need to deplete them additional in assist of Ukraine.

As an alternative, at President Donald Trump’s initiative, Germany has agreed to provide Patriot interceptors (mannequin unclear, as there are totally different Patriot interceptors, an important PAC-3), however Germany doesn’t have sufficient. The German Protection Minister, Boris Pistorius, is negotiating along with his European counterparts, to “discover” the missiles Ukraine wants. Allegedly, Germany will decide up the invoice for changing them later., however the Germans now want US guarantees.

The JINSA paper additionally factors out that Israel destroyed some 250 Iranian missile launchers (solely after they fired their missiles). This can be a luxurious that Ukraine, for instance, doesn’t have and it’s a problem for the US and its Pacific allies, as a result of discovering and destroying adversary launchers (e.g., doubtlessly China’s or Russia’s) is a far greater problem than Iran.

The long run

The US and Israeli capability to fabricate air protection missiles is insufficient towards Russian, Chinese language, Iranian and possibly North Korean factories’ capability to provide ballistic missiles. What’s true for the protection of Israel, supplementation of Israel’s native air defenses with US property, is also true for Europe and Asia. NATO has very restricted air defenses, effectively beneath what Israel has however a necessity to guard a massively greater territory.

The USA’ Asian allies Japan and South Korea even have restricted air defenses, primarily counting on their very own Patriot methods or on Patriot plus AEGIS within the case of Japan. Taiwan has Patriot PAC-3, however not sufficient methods or missiles. The US, at current, would discover it extraordinarily tough to backstop NATO towards an enormous assault by Russia, or to assist Japan and South Korea, not to mention Taiwan, with de minimis stockpiles and too few methods.

There’s THAAD in Korea, however not in Japan or Taiwan. Japan even rejected AEGIS Ashore to guard its territory, though it does have 4 AEGIS-equipped ships. Taiwan publicly rejected THAAD, an extremely silly transfer.

To make an extended story quick, the US and its allies aren’t effectively ready towards saturation missile assaults and don’t have sufficient protection to guard army installations, command and management facilities, airfields, naval ports and even logistic facilities and factories (placing apart assaults centered on important infrastructure, as we see each day in Ukraine).

It must be apparent that the US industrial base isn’t prepared for the problem, that there aren’t sufficient factories and that effectivity (understood by way of output) is low. The Pentagon continues to be counting on ordering missile manufacturing from current factories reasonably than actually making an attempt to reform the manufacturing infrastructure so we will match the output of Russia, China and even Iran.

Stephen Bryen, a particular correspondent to Asia Instances and a former US deputy undersecretary of protection for coverage, additionally beforehand served as govt director of the JINSA assume tank. This article, which initially appeared in his Substack e-newsletter Weapons and Strategy, is republished with permission.

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