Image: csis.org
The Story
Chinese export controls threaten the parts pipeline behind U.S. fighters, interceptors, missiles and submarines, with timing determined by stockpiles and substitutes.
The clearest exposure is spread across systems that use high-performance magnets, precision guidance and compact electric motors. F-35 fighters, Patriot and THAAD interceptors, precision-guided missiles, drones and submarines all appear in the evidence. The practical risk is a slower production and sustainment pipeline, not proof that every affected weapon would immediately become unusable.
- Near-term pressureInterceptors and other heavily consumed precision weapons are vulnerable because replenishment depends on specialized magnets and guidance components.
- Readiness riskA disruption could affect new production, repairs and sustainment before it prevents existing systems from operating.
- The New York Times identifies Chinese rare-earth magnets in fighter-jet engines and emergency power systems, ballistic-missile tail-fin actuators and Marine electric-drone motors.
- Patriot and THAAD guidance, sensing and control systems use high-performance magnets made with neodymium and samarium.
- The assessed exposure spans advanced systems including F-35s, Virginia- and Columbia-class submarines, Tomahawks, radar and JDAM smart bombs.
Deeper Insight
China's rare-earth chokepoint reaches inside U.S. weapons. The arsenal is only sovereign while its materials are.
A Virginia-class submarine can carry thousands of pounds of rare-earth material, while the same supply chain runs through F-35s, missiles, drones and guidance systems. The report found components using four critical minerals across 1,400 weapon systems. That turns a trade dependency into a test of whether military power is really self-owned.
- What it could changeA supply cutoff could push defense planners to redesign weapons around materials the U.S. can actually secure.
- How it touches todayThe same bottleneck already reaches fighter engines, missile actuators, guidance systems and drone motors.
- Our futureAmerica could possess a vast arsenal that slows down every time another country tightens a valve.
- The Modern War Institute reports that China refines more than 85% of the world’s rare earths and produces nearly 90% of high-performance rare-earth magnets.
- A CSIS analysis lists F-35 fighters, Virginia- and Columbia-class submarines, Tomahawk missiles, radar, Predator drones and JDAM bombs among systems dependent on rare earths.
- The originating assessment found critical-mineral-containing components across 1,400 weapon systems, linking mineral controls to possible disruption in fielding, sustainment and readiness.
Sources · 7
Featured · Analysis · twz.com
These Are The U.S. Weapons Most At Risk In The Looming Rare Earths Supply Crisis
A new report from the think tank founded by former Google CEO Eric Schmidt quantifies the grim realities of the U.S. defense industrial base’s dependence on China for critical rare earth minerals. It also details which weapons systems might face the most impact if that delicate supply relationship breaks down. The white paper, exclusively obtained from the Special Competitive Studies Project, uses
Read sourceAnalysis · mwi.westpoint.edu
Minerals, Magnets, and Military Capability: China’s Rare Earth Weaponization Should Be a Wake-Up Call - Modern War Institute
Minerals, Magnets, and Military Capability: China’s Rare Earth Weaponization Should Be a Wake-Up Call - Modern War Institute # Minerals, Magnets, and Military Capability: China’s Rare Earth Weaponization Should Be a Wake-Up Call Macdonald Amoah, Morgan Bazilian and Jahara Matisek | 07.10.25 When Chi
Read sourceAnalysis · csis.org
Developing Rare Earth Processing Hubs: An Analytical Approach
Developing Rare Earth Processing Hubs: An Analytical Approach # Developing Rare Earth Processing Hubs: An Analytical Approach Photo: our_future/Adobe Stock (Generated with AI) ## Table of Contents Report by Gracelin Baskaran and Meredith Schwartz Published July 28, 2025 ### Available Downloads ## In
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