Trump pushes defense trade expansion with India and Pakistan; U.S. war manufacturers prepare for surge in arms exports

The defense industry is gearing up for a major boom as Donald Trump announces plans to significantly increase trade with both India and Pakistan. The move comes after the two nuclear-armed nations agreed to a full and immediate ceasefire, following days of intense military clashes. With tensions temporarily eased, the focus is shifting to defense contracts, arms exports, and military cooperation.

Trump’s statement signals a shift in U.S. strategy. The administration is looking to expand defense trade with both countries, offering advanced military equipment and technology. India has already expressed interest in acquiring next-generation fighter jets, missile defense systems, and naval assets, while Pakistan is seeking upgrades to its air force and armored divisions.

The numbers tell the story. U.S. defense exports to India reached $25 billion in 2024, making it one of the largest buyers of American military hardware. Pakistan, despite restrictions, has continued to receive limited arms shipments, with deals worth $3.2 billion last year. With Trump’s renewed push, these figures are expected to climb.

The timing of this announcement is critical. The ceasefire between India and Pakistan remains fragile, and both nations are looking to bolster their military capabilities. Defense manufacturers are preparing for a surge in orders, with companies like Lockheed Martin, Boeing, and Raytheon expected to benefit. This is a golden opportunity for the U.S. defense sector.

SOURCES:

https://www.independent.co.uk/news/world/americas/us-politics/url-trump-india-pakistan-kashmir-conflict-trade-b2748657.html

https://www.usnews.com/opinion/articles/2025-05-07/india-trump-war-pakistan-nuclear

https://www.usnews.com/news/world/articles/2025-05-07/trump-offers-to-help-india-pakistan-as-tensions-rise