U.S. Defense Stocks Replenish Arsenal Amid China Supply Chain Crisis

Three US defense stocks, REalloys, Lockheed Martin, and Northrop Grumman, are working to reclaim "supply sovereignty" from China amid Middle East conflict and a looming 2027 defense procurement ban on Chinese materials. REalloys is focusing on the metallization step of the rare-earth supply chain, converting separated oxides into high-purity metals and alloys. The US has a limited inventory of critical rare-earth materials, with only two months' worth available for defense manufacturing if supply disruptions deepen.