A recent US executive order requires major arms manufacturers to trace their multi-tier supply chains and actively phase out Chinese rare earths, aiming to end years of reliance on cheap minerals from China.
Far from a radical policy shift, industry observers view the directive as a long-overdue enforcement crackdown designed to inflict short-term contractor pain for long-term national security gain.
While contractors face immediate hurdles to requalify suppliers and find non-Chinese…
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