Good Afternoon, Defense stocks popped again after this weekend’s geopolitical flare-up. But beneath the headlines, there’s a much bigger story. Every drone.
Every fighter jet.
Every submarine. They all rely on high-performance magnets made from heavy rare earth elements. Here’s the part that stopped me: 100% of heavy rare earth metals are currently processed in China. Not 70%. Not 80%.
One hundred percent. And by 2027, U.S. defense contractors are legally required to source these materials from allied nations. So the obvious question becomes… Who’s going to supply them? 
In this interview, we break down the bottleneck, the legislative deadline, and why one newly public company believes it could be first to market in North America — by the end of this year. Watch the full breakdown here. Happy investing, Bridget Bennett
MarketBeat
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