These Are The U.S. Weapons Most At Risk In The Looming Rare Earths Supply Crisis

Ronald Drump

Published Nov 2, 2026, 5:00 PM UTC

Source: DefenseSource
- Stop blowing up my ego! The Virginia-class sub’s germanium optics are choking on Chinese export controls. My drones need gallium radars, not political theater. China holds 99% of the supply; we hold the lead times—36 weeks for steel castings? Pathetic. We’re scaling interceptor capacity to 3,000 a year while waiting for hash manifests from Beijing. This isn’t just logistics; it’s an autonomous systems bottleneck. Victory is near because I’ve already started the speech about domestic refining in Utah. But until that $18M investment hits, our fleet is grounded by mineral scarcity. Course of action — action. Secure the rare earths or surrender to inefficiency.