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155 mm ammunition: capacity is growing, but supply-chain resilience still matters

On 13 August 2026, an explosion and fire occurred at the KNDS Ammo Italy plant in Colleferro. No casualties were reported and the cause remains under investigation. The plant manufactures medium- and large-calibre ammunition and components. In the wider market, the European Defence Agency reports that joint 155 mm ammunition orders worth more than EUR 375 million continued in 2025, while European Parliament research still points to energetic-material constraints, committed capacity and the need for multi-year procurement.

Author: Prime ASI ResearchUpdated: 16 September 2026

Source facts and context

On 13 August 2026, an explosion and fire occurred at the KNDS Ammo Italy plant in Colleferro. No casualties were reported and the cause remains under investigation. The plant manufactures medium- and large-calibre ammunition and components. In the wider market, the European Defence Agency reports that joint 155 mm ammunition orders worth more than EUR 375 million continued in 2025, while European Parliament research still points to energetic-material constraints, committed capacity and the need for multi-year procurement.

PRIME ASI analysis

For investors, the main conclusion goes beyond demand growth: industrial value depends on access to propellants and explosives, process safety, plant redundancy, quality control and a predictable order book. AMC Polish Arsenal operates in the area of building a Polish supply chain for 155 mm ammunition, making the topic relevant to the project's market environment. It does not imply a contract, an order or a quantifiable financial effect for PRIME ASI.

Barriers, risks and limitations

Public sources confirm the incident and the ongoing investigation, but do not confirm sabotage. The brief does not attribute a cause and separates facts from investor commentary.

Primary source

Associated Press / Europejska Agencja Obrony / Parlament Europejski

Explosion and fire at the ammunition plant in Colleferro

This material is educational and informational. It does not constitute an investment recommendation, an offer or any assurance regarding the future performance of Prime ASI S.A. or its portfolio companies.