Defense Stocks and the Shifting Sands of 2035: A Community Grapples with the New Normal

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The crisp autumn air carries the scent of burning leaves in Remsen, Iowa, but the anxieties here run deeper than the seasonal change. This small farming town, like many across the American heartland, is seeing its sons and daughters drawn not to the fields, but to the factories , factories increasingly dedicated to supplying a world on edge. The catalyst for change? A geopolitical landscape redrawn, with the ripple effects reaching even the most unassuming corners of the nation. The whispers started a few years ago, the contracts began rolling in, and now, in 2035, the defense sector is undeniably booming.

While Wall Street analysts discuss “secular growth theses” and the ins and outs of defense spending, the people of Remsen are contending with the very real consequences of this economic shift. The local Deere dealership, once the economic engine of the town, is now struggling to compete with the lucrative salaries offered by Advanced Ordnance, a company that recently expanded its manufacturing footprint just outside of town.

“It’s bittersweet,” says Martha Peterson, a lifelong resident of Remsen and mother of two. “My son, David, used to help out on our farm. Now he’s earning almost three times as much at the factory, assembling parts for… well, things that go boom. I’m happy he’s financially secure, but I worry about the world he’s helping to build.”

The global picture is undeniably complex. Increased tensions in Eastern Europe and the South China Sea have led to a surge in defense spending by NATO member states. Germany, after years of reluctance, has dramatically increased its military budget. Poland is rapidly modernizing its armed forces. The United Kingdom, France, and even smaller nations like the Baltics are pouring investment into new weapons systems and military technology. The stated aim is deterrence, to safeguard against agression, but the reality is a spiraling arms race.

A recent post on X.com showed a user commenting: “It’s disgusting that these companies are profiting from war.” Others vehemently disagreed: “We have to protect ourselves! It’s better to be prepared than to be a victim.” These sentiments reflect a global divide, a tension between the desire for peace and the perceived necessity of strength.

The financial implications are staggering. Lockheed Martin, Boeing, and Raytheon Technologies—companies synonymous with defense—have seen their stock prices surge. But the boom extends far beyond these giants. Smaller firms, specializing in everything from cybersecurity to drone technology, are also experiencing rapid growth. This surge is creating jobs, driving innovation, and injecting capital into communities like Remsen. One expert calls this transformation the unintended consequences of necessity.

However, the benefits are not without their costs. The influx of defense-related jobs has strained local infrastructure. Housing is scarce, schools are overcrowded, and there’s a shortage of skilled labor despite high pay. Some worry the town’s identity is being lost.

  • Defense industry growth in the Midwest creating jobs
  • NATO expansion triggering increased spending
  • Housing Shortage due to expanding industry
  • Rising geopolitical tensions

“This is a story we need to tell,” says Pastor Johnson of the local Lutheran church. “It’s easy to get lost in the numbers, in the stock prices, but we need to remember the human cost of all this. The families being uprooted, the ethical dilemmas faced by workers, the potential for escalation and violence.”

The ethical questions are indeed profound. Can a society truly prosper by profiting from war? How do we balance the need for security with the desire for peace? These are questions that are not easily answered. A post from Facebook read: “My grandpa fought in WWII to end all wars. What went wrong?”

The lasting impact of this shift remains to be seen. Will the defense boom continue unabated, fueled by persistent geopolitical instability? Or will diplomatic efforts eventually lead to a period of de-escalation, leading to cuts in military spending? Only time will tell. But one thing is certain: the world has changed, and communities like Remsen, Iowa, are grappling with the new normal.

The economic ripple effects continue to grow, affecting not just Remsen, but countless other towns and cities across the globe. Jane’s Arms & Munitions Weekly released a report statting: “The global stockpile of weapons is at an all time high.” The increased demand for skilled labor is also driving up wages in related industries, further exacerbating the divide between the haves and have-nots. This shift is creating new opportunities for some, while leaving others behind. The challange, is to ensure that the benefits of this boom are shared more equitably, and that the ethical considerations are not overlooked. Its a complicted situation where all sides have vallid points.

The conversation about global security is a necessity but it needs to be one that is had with all members of the community. It is important that individual stories are not forgotten in the grand scheme of the world and individual voices are heard.

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