‘…“The drone builders are going to have a field day,” says Dov Zakheim, who served as Pentagon Comptroller during the George W. Bush administration. That could mean a tidy profit for privately held General Atomics, maker of the Predator drone, the granddaddy in the category and still widely in use, as well as the second-generation Reaper, designed to carry 3,000 pounds worth of bombs. And to help survey vast expanses of desert, the military will rely on the Global Hawk, made by Northrop Grumman NOC 0.49% to hover at altitudes as high as 50,000 feet for up to four days at a time. Those vehicles will likely be making use of the Gorgon Stare. This sensor, developed by privately held Sierra Nevada, is capable of scoping a 4-kilometer diameter by filming with nine cameras.
[….] “The most obvious cases are what I would call the boots, beans, and bullets trade,” says Ronald Epstein, a Bank of America analyst, pointing to “the guys with shorter backlogs.” That is, shipbuilders can’t expect much work from this conflict, but those supplying the ordnance American forces are already churning through should see new orders. Gunzinger notes that “small diameter bombs could be a huge winner, since aircraft can carry more of them in a single sortie—and they have very accurate seekers, so they can strike targets with less potential for collateral damage.” Tally up another advantage for Raytheon’s product line, among others.
American military operations targeting ISIS have cost some $600 million since mid-June, with the U.S. now spending more than $7.5 million a day on the conflict by the Pentagon’s own accounting. Zakheim estimates that this figure could conceivably double as the operations intensify and the theater widens to Syria, with a significant chunk of the expenditures going to munitions.
The total price tag for the open-ended conflict, expected to be measured in years rather than months, is anybody’s guess. In the immediate term, however, the White House is pressing Congress to approve $500 million to fund the training and equipping of pro-Western rebel groups in Syria….’
via The war on ISIS already has a winner: The defense industry – Fortune.