Forever wars in the Middle East, and now in Ukraine, have drained NATO arsenals. But while the US and NATO countries have made giant pledges to boost defense spending, China’s export bans on critical materials are blowing up supply chains for Pentagon weapons makers.
Resources and links:
Wall Street Journal, China Is Still Choking Exports of Rare Earths Despite Pact With U.S. https://www.wsj.com/world/china/china…
Wall Street Journal, China Is Choking Supply of Critical Minerals to Western Defense Companies https://www.wsj.com/world/asia/china-…
Zerohedge, China’s Grip On Critical Minerals Disrupts U.S. Defense Supply Chain https://www.zerohedge.com/military/ch…
78% of US military weapon systems vulnerable to China’s critical mineral dominance https://theoregongroup.com/commoditie…
Nearly one in 10 ‘Tier 1’ subcontractors to defense primes are Chinese firms: Report https://breakingdefense.com/2025/06/n…
China Adds 28 U.S. Defense Companies to Export Controls List https://www.thomasnet.com/insights/ch…
Defence expenditures and NATO’s 5% commitment https://www.nato.int/cps/en/natohq/to…
Antimony Is A Strategic Metal That Is Critical For The Defense Industry & The West Doesn’t Have Much https://robertsinn.substack.com/p/ant…
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Author: stuartbramhall
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