@snowmaker: It's almost hard to believe, but the US has only a single factory left that makes HMX and RDX, the explosives in nearly…

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Summary

Solugen, a startup originally making petroleum-industry chemicals, has pivoted to producing HMX and RDX energetics for the US military, addressing a bottleneck where the US relied on a single aging WWII-era plant in Tennessee. The company claims a 100% CONUS energetics supply chain and can already produce a tenth of the legacy plant's output.

It's almost hard to believe, but the US has only a single factory left that makes HMX and RDX, the explosives in nearly every modern missile and bomb - an aging wwii plant in Tennessee that's massively backordered. A few years ago, a startup called Solugen was making chemicals for the petroleum industry, when by happenstance they heard about this problem. It turns out that the same infrastructure they'd built for other chemicals was a perfect fit to make energetics. So, that's what they're doing now. They can already make 1/10 of what the old US army plant makes, and in the future will make much more. This is the SpaceX/Anduril moment for the US military explosives market.
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Cached at: 10/30/26, 11:25 PM

It’s almost hard to believe, but the US has only a single factory left that makes HMX and RDX, the explosives in nearly every modern missile and bomb - an aging wwii plant in Tennessee that’s massively backordered.

A few years ago, a startup called Solugen was making chemicals for the petroleum industry, when by happenstance they heard about this problem. It turns out that the same infrastructure they’d built for other chemicals was a perfect fit to make energetics.

So, that’s what they’re doing now. They can already make 1/10 of what the old US army plant makes, and in the future will make much more.

This is the SpaceX/Anduril moment for the US military explosives market.

Gaurab Chakrabarti (@Gaurab): In four days of the Iran war, the US and its allies fired more Tomahawks than the US builds in four years. One bottleneck is energetics production.

So we built a 100% CONUS energetics supply chain with our own capital. Our modular solution makes HMX and other advanced

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