The oil lobby was once unrivalled. For decades, US foreign
policy in the Middle East revolved around energy security. Oil giants funded
campaigns, shaped environmental regulations, and enjoyed privileged access to
policymakers. While they remain powerful—especially in blocking aggressive
climate legislation—their dominance has gradually eroded. The rise of renewable
energy, ESG pressures, and growing public awareness of climate change have
constrained their room for manoeuvre. Oil companies now often find themselves
playing defence.
The munition lobby, by contrast, is in expansion mode.
America’s major arms manufacturers—Lockheed Martin,
Raytheon, Northrop Grumman, Boeing Defence, and General Dynamics—operate at the
intersection of geopolitics and profit. Their influence is amplified by a
permanent state of conflict or perceived threat. From Ukraine to Gaza, from
Taiwan to the Persian Gulf, every escalation translates into fresh contracts,
replenishment orders, and higher stock prices.
Unlike oil producers, defence firms benefit directly from
instability. War is not a side effect of their business; it is their business
model.
Their leverage rests on three pillars: 1) Defence
contractors consistently rank among the largest donors to congressional
campaigns, particularly to members of key committees overseeing defence
spending. 2) Retired generals become board members, former Pentagon officials
turn lobbyists, and corporate executives cycle into government roles. 3) Arms
factories are spread across dozens of states, allowing lawmakers to justify
military budgets as job protection rather than militarism.
This creates a self-reinforcing ecosystem. Threats are
magnified. Military budgets grow almost automatically. Diplomatic options are
sidelined, while weapon shipments become default policy tools.
Oil companies still shape energy policy, but they no longer
dictate America’s strategic posture, defence firms do. Today, it is the arms
industry that frames adversaries, defines security priorities, and normalizes
trillion-dollar defence budgets with minimal scrutiny.
The implications are profound. A system driven by munition
profits naturally gravitates toward confrontation. Peace becomes economically
inconvenient.
If the oil lobby once pulled America into wars to secure
energy routes, the munition lobby now sustains conflicts to secure revenue
streams. That is a far more dangerous evolution—because it embeds war into the
structure of governance itself.
The uncomfortable conclusion is this: in today’s United
States, bullets carry more political weight than barrels.

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