Deliveries Normalize

The most likely path is that the arrival of the first two F-16V jets marks a gradual restart of the delayed 2019 order rather than a sharp policy shift. Taiwan, Lockheed Martin and U.S. officials manage supply-chain and training constraints while avoiding a major change in the security environment.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.