(https://www.cnbc.com/2026/07/29/bmw-to-cut-several-thousand-jobs-in-latest-blow-to-german-auto-sector.html) isn't just a labor story — it's a structural admission that tariff-driven reshoring doesn't work without domestic supplier capacity. Germany has decades of manufacturing expertise and a dense supply chain; if *they* can't make reshoring profitable, US defense contractors with far more fragmented supplier networks face a much harder problem.

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