In the middle of the month of May a photo seemed to have sneaked between the “normality” of some remote roads from Teruel. The constant coming and going of loaded trucks up to clay He had the answer to thousands of kilometers, in the epicenter of the war in Ukraine. The shortage of the material because of the conflict had found a solution in southern Europe.
But now it is, perhaps, more dangerous. We are running out of TNT.
From the boom to the agency. I told it a few hours ago The New York Times. For more than a century, Trinitrotoluene (TNT) was a pillar of the American military and civil industry, with millions of tons produced for The two world wars and the second half of the twentieth century. Cheap and abundant (it cost just 50 cents per pound), it became key input for projectiles, pumps and the construction of roads, infrastructure and homes.
The problem? That its production generated highly toxic waste, which led to the closing of the last national plant In the eighties. Since then, Washington became dependent on foreign suppliers, mainly in China, Russia, Poland and Ukraine, which assumed the environmental costs of their manufacture.
The impact of war. The Russian invasion in 2022 transformed that scheme. The United States stopped recycling explosives of obsolete arsenals, by deciding allocate your production to kyiv.
At the same time, Russia and China They cut Exports to the West, leaving the American industry without access to its usual sources. Thus, the European conflict triggered a World TNT scarcity with direct consequences for arms production and, very important, also for civil sectors such as mining and construction.
Effects. The lack of TNT Threat with slowing down Infrastructure projects, from roads and bridges to the supply of cement and basic materials. He underlined the Times that the usual procedure in quarries (where minimal loads of TNT detonate ammonium nitrate mixtures with other compounds) has been affected by the reduction of supplies.
The use of drones, 3D scanners and digital calculations allows more precise and safe explosions, capable of moving More than 100,000 tons of rock in a single shot, but without TNT the processes lose efficacy, which raises costs and threatens the availability of raw materials.
The United States response. Given the shortage, Congress approved the construction of a new TNT plant in Kentucky, with a Budget of 435 million of dollars. It is planned to start operating in 2028, but, and very important, it will only produce for military use, without supplying the civil sector.
No doubt, this reflects a clear priority: ensure the autonomy of the military-industrial complex against external dependence, although leaving without immediate solution the problem of extractive and construction industries. In parallel, the pentagon works in Diversify suppliers and increase the internal production of other explosives and propellant.
Alternatives and scenarios. At present, the industry seeks substitutes such as The Petn (Tetranitrate Pentaeritritol), which is already manufactured in three US facilities, although its capacity is limited and it is not clear if it can be climbed quickly. Meanwhile, the country’s army has given signs of having assured Additional TNT sources out of Poland, although Without revealing details.
In any case, the situation raises a strategic dilemma: the dependence on obsolete material but irreplaceable in many processes, whose absence threatens both the war capacity and the stability of basic sectors of the economy. TNT’s scarcity exposes, one more timehow a distant war can disrupt critical supply chains and force industrial powers to rethink their energy, technological and military security.
Image | Operational Command “West”
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