Battle Lines podcast

Nato is running out of TNT. How did we fall behind Russia and China?

2025-11-21
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TNT, the unglamorous but indispensable ingredient of modern warfare, is now in critically short supply and Britain is feeling the consequences. A new parliamentary report warns that the UK’s war-fighting readiness is being eroded not only by dwindling stockpiles but by its failure to meet Nato Article 3 obligations to maintain the capacity to resist armed attack.


The shortage of TNT is particularly alarming: Europe and the United States currently rely on a single Polish factory, a fragility that exposes the entire alliance to strategic risk. Ministers insist they are responding, with Defence Secretary John Healey outlining plans for up to 13 new British factories to produce munitions and explosives. But the pace remains slow.


In this episode, Venetia speaks to Joakim Sjöblom, CEO of Sweden Ballistics, about his bid to build Europe's next TNT plant and gets reaction from The Telegraph’s acting defence editor Tom Cotterill on how serious the crisis really is.


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Credit: Sgt Robert Weideman / MoD


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