LMT · News · 20260904N

Rare Earth Minerals Risk

LOCKHEED MARTIN CORP · 2026-09-04 · Importance 37 · Surprise 42

China has restricted access to 12 critical minerals used in next-generation laser weapons, creating a potential supply and export-control risk for U.S. defense contractors. The reported restrictions could affect availability of rare-earth inputs needed to fulfill defense orders. Lockheed Martin and Boeing were cited as having flagged rare-earth availability as a risk, although the report did not quantify a company-specific financial impact.

Key facts

• LOCKHEED MARTIN CORP has flagged rare-earth availability as a supply chain risk, as noted alongside other major defense companies in reporting about China's restrictions on 12 critical minerals. source