Supply chain

The materials, components and capacity defense technology depends on: who produces each, how concentrated it is, and which trade controls apply.

Thin supply

One or no tracked producer

Facilities

12 countries

Trade controls

11 inputs controlled

Showing 29 inputs

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Ammonium perchlorateMaterialAMPAC's Cedar City plant is the only DoD-approved domestic source of AP for weapons motors. Northrop Grumman was approved as an alternative source for space launch in 2021. AMPAC is adding a line to raise capacity by more than 50%.Critical
Dysprosium and terbiumMaterialHeavy rare-earth separation outside China was close to nil until Lynas produced dysprosium oxide in Malaysia in 2025. China's April 2025 controls (MOFCOM/GAC No. 18) require licences for Dy, Tb and five other medium and heavy rare earths and for Dy/Tb-containing NdFeB magnets, and that control was not part of the November 2025 suspension. MP Materials, Energy Fuels and Neo are building Dy/Tb circuits for 2026-2027.Critical
Energetic materialsMaterialPropellant and explosive supply has many single-source nodes. Ammonium perchlorate for weapons motors has one DoD-approved domestic source (AMPAC in Cedar City, Utah), and DoD calls single-source reliance a resilience risk.Critical
GalliumMaterialChina produced 99% of primary low-purity gallium in 2024 and 2025 (USGS); the US has recovered no primary gallium since 1987. China licensed exports from August 2023 and banned exports to the US in December 2024, a ban it suspended in November 2025 until 27 November 2026. Non-Chinese projects (Alcoa Wagerup, Rio Tinto Quebec, Metlen Greece, ElementUSA Louisiana) are mostly pre-production.Critical
NdFeB permanent magnetsComponentChina made 94% of sintered and 80% of bonded permanent magnets in 2024 (IEA). From 1 January 2027, DFARS 225.7018 bars DoD from buying covered magnets whose materials were mined, refined, separated, melted or produced in China, Russia, North Korea or Iran. US capacity is small but growing: MP Materials (Fort Worth, 10X), Vulcan Elements, Noveon, USA Rare Earth, e-VAC, with Neo in Estonia.Critical
NdPr oxideMaterialSeparated NdPr outside China comes mainly from Lynas (Malaysia), MP Materials (Mountain Pass) and smaller producers such as Energy Fuels and Neo's Silmet plant. China held 91% of refined magnet rare-earth output in 2024. In 2025 the DoD set a 10-year $110/kg NdPr price floor for MP Materials to make non-Chinese supply viable.Critical
Rare-earth elementsMaterialChina mined about 60% of magnet rare earths in 2024 (45% of all rare-earth mine output came from Bayan Obo alone) and refined 91% of them (IEA). USGS puts China's 2025 mine quota at 270,000 t REO out of a 390,000 t world total. Mining is less of a bottleneck than separation, metal-making and magnets, where China's lead is larger.Critical
Rare-earth metal and alloyMaterialMetal-making is a thin link outside China: Less Common Metals (UK, now USA Rare Earth) is the main scaled ex-China producer, with MP Materials, Phoenix Tailings and others ramping up. China's 2023 technology export ban covers rare-earth metal and alloy production technology.Critical
Rare-earth separation capacityManufacturing capacityThe top three countries held 97% of refined magnet rare-earth output in 2024; IEA projects 92% in 2030 even with announced projects. China banned export of rare-earth extraction and separation technology in December 2023 and widened technology controls in October 2025 (suspended to November 2026). New entrants (Ucore, ReElement, Maglut) are trying chromatography and other alternatives to solvent extraction.Critical
Solid rocket motorsSubsystemUS supply consolidated from six makers to two between 2000 and 2015 (Aerojet Rocketdyne, now L3Harris, and Orbital ATK, now Northrop Grumman). DoD calls the narrow supplier base a bottleneck and has funded new entrants (Anduril, X-Bow, Ursa Major) and sub-tier suppliers through DPA Title III, while Northrop and L3Harris expand capacity.Critical
AntimonyMaterialChina put antimony under export licensing in September 2024 and banned exports to the US in December 2024 (ban suspended November 2025 to November 2026).High
Brushless electric motorsComponentSmall-drone motors are mostly built with Chinese NdFeB magnets and often in China, so drone mass-production plans inherit the magnet bottleneck. The Army's SkyFoundry initiative picked Vulcan Elements in 2026 to supply domestic magnets for its drone motors.High
Edge AI compute modulesComponentLeading-edge chips are made almost entirely in Taiwan: TSMC produces around 90% of leading-edge semiconductors. A Taiwan disruption would hit the GPU/NPU modules used for onboard autonomy.High
GaN RF semiconductorsComponentWestern GaN fabs exist, but the gallium feedstock is almost entirely Chinese (99% of primary supply), so Chinese export controls on gallium and GaN directly affect radar and EW production.High
GermaniumMaterialUSGS calls global germanium data limited but names China the leading producer and exporter of germanium metal; US net import reliance is above 50%. China licensed exports from August 2023 and banned exports to the US in December 2024 (suspended November 2025 to November 2026). Western supply comes from zinc-refinery by-products (Teck at Trail, Umicore recycling).High
GNSS signalsInfrastructureGNSS is cheap to jam or spoof. In Ukraine, Russian EW routinely jams GPS and drone subsystems, which pushes drones toward vision-based and other GNSS-free navigation.High
GraphiteMaterialChina produced an estimated 78% of natural graphite in 2024 and 82% in 2025 (USGS) and over 95% of battery-grade graphite (IEA). The US is 100% import-reliant for natural graphite. China has required export licences for graphite since December 2023.High
Graphite anode materialMaterialChina produced over 90% of anode material in 2024. Its October 2025 controls on synthetic graphite anode materials and equipment (MOFCOM/GAC No. 58) were suspended until November 2026 before taking effect.High
Infrared opticsComponentGermanium lenses and windows depend on a germanium supply led by China, which banned germanium exports to the US in December 2024 (now suspended to November 2026). Chalcogenide glass is a partial substitute.High
Lithium-ion battery cellsComponentChina produced 80% of global battery cells and over 90% of anode material in 2024 (IEA). CATL and other Chinese battery makers are on DoD's 1260H list, and China's October 2025 controls on high-energy-density cells (suspended to November 2026) target the cells drones use.High
Mixed rare-earth concentrateMaterialFeedstock outside China comes mainly from Mountain Pass, Mt Weld, Myanmar and mineral sands (monazite). New separators such as Maglut and Ucore must secure third-party concentrate, often from early-stage projects.High
Munition warheadsComponentHigh
UAS critical componentsComponentSupply is concentrated in China. In December 2025 the FCC added foreign-produced UAS and UAS critical components to its Covered List, and in August 2026 China put drone parts exports to the US under strict case-by-case review.High
Bauxite and alumina refiningManufacturing capacityGallium can only be recovered economically where alumina refineries add recovery circuits. Most such circuits are in China; new ones are planned at Alcoa's Wagerup refinery, Rio Tinto's Quebec operations and in bauxite residue (ElementUSA).Medium
Launch to low Earth orbitInfrastructureOne provider dominates: SpaceX flew 165 of 325 orbital launches in 2025 (nearly 51%) and launched 85% of satellites (BryceTech). Alternatives are capacity-limited, so small-satellite constellations depend on SpaceX rideshare and manifest availability.Medium
Radio-frequency spectrumInfrastructureFederal spectrum is under pressure from commercial reallocation: the 2025 reconciliation law directs 800 MHz of federal spectrum to be identified for auction or sharing, but excludes the 3.1-3.45 GHz and 7.4-8.4 GHz bands heavily used by DoD.Medium
Containerized field medical unitsSubsystem—
MolybdenumMaterial—
TungstenMaterial—

Supply-chain inputs. Select a sortable column heading to sort.
			Constraint
Ammonium perchloratePart of Energetic materials	Material	Critical	AMPAC's Cedar City plant is the only DoD-approved domestic source of AP for weapons motors. Northrop Grumman was approved as an alternative source for space launch in 2021. AMPAC is adding a line to raise capacity by more than 50%.	1	0	0	1
Dysprosium and terbiumPart of Rare-earth elements	Material	Critical	Heavy rare-earth separation outside China was close to nil until Lynas produced dysprosium oxide in Malaysia in 2025. China's April 2025 controls (MOFCOM/GAC No. 18) require licences for Dy, Tb and five other medium and heavy rare earths and for Dy/Tb-containing NdFeB magnets, and that control was not part of the November 2025 suspension. MP Materials, Energy Fuels and Neo are building Dy/Tb circuits for 2026-2027.	2	1	1	1
Energetic materials	Material	Critical	Propellant and explosive supply has many single-source nodes. Ammonium perchlorate for weapons motors has one DoD-approved domestic source (AMPAC in Cedar City, Utah), and DoD calls single-source reliance a resilience risk.	3	0	0	2
Gallium	Material	Critical	China produced 99% of primary low-purity gallium in 2024 and 2025 (USGS); the US has recovered no primary gallium since 1987. China licensed exports from August 2023 and banned exports to the US in December 2024, a ban it suspended in November 2025 until 27 November 2026. Non-Chinese projects (Alcoa Wagerup, Rio Tinto Quebec, Metlen Greece, ElementUSA Louisiana) are mostly pre-production.	0	2	1	0
NdFeB permanent magnets	Component	Critical	China made 94% of sintered and 80% of bonded permanent magnets in 2024 (IEA). From 1 January 2027, DFARS 225.7018 bars DoD from buying covered magnets whose materials were mined, refined, separated, melted or produced in China, Russia, North Korea or Iran. US capacity is small but growing: MP Materials (Fort Worth, 10X), Vulcan Elements, Noveon, USA Rare Earth, e-VAC, with Neo in Estonia.	5	5	3	0
NdPr oxidePart of Rare-earth elements	Material	Critical	Separated NdPr outside China comes mainly from Lynas (Malaysia), MP Materials (Mountain Pass) and smaller producers such as Energy Fuels and Neo's Silmet plant. China held 91% of refined magnet rare-earth output in 2024. In 2025 the DoD set a 10-year $110/kg NdPr price floor for MP Materials to make non-Chinese supply viable.	3	0	1	1
Rare-earth elements	Material	Critical	China mined about 60% of magnet rare earths in 2024 (45% of all rare-earth mine output came from Bayan Obo alone) and refined 91% of them (IEA). USGS puts China's 2025 mine quota at 270,000 t REO out of a 390,000 t world total. Mining is less of a bottleneck than separation, metal-making and magnets, where China's lead is larger.	0	1	0	0
Rare-earth metal and alloyPart of Rare-earth elements	Material	Critical	Metal-making is a thin link outside China: Less Common Metals (UK, now USA Rare Earth) is the main scaled ex-China producer, with MP Materials, Phoenix Tailings and others ramping up. China's 2023 technology export ban covers rare-earth metal and alloy production technology.	3	0	1	1
Rare-earth separation capacity	Manufacturing capacity	Critical	The top three countries held 97% of refined magnet rare-earth output in 2024; IEA projects 92% in 2030 even with announced projects. China banned export of rare-earth extraction and separation technology in December 2023 and widened technology controls in October 2025 (suspended to November 2026). New entrants (Ucore, ReElement, Maglut) are trying chromatography and other alternatives to solvent extraction.	0	2	1	1
Solid rocket motors	Subsystem	Critical	US supply consolidated from six makers to two between 2000 and 2015 (Aerojet Rocketdyne, now L3Harris, and Orbital ATK, now Northrop Grumman). DoD calls the narrow supplier base a bottleneck and has funded new entrants (Anduril, X-Bow, Ursa Major) and sub-tier suppliers through DPA Title III, while Northrop and L3Harris expand capacity.	4	0	2	8
Antimony	Material	High	China put antimony under export licensing in September 2024 and banned exports to the US in December 2024 (ban suspended November 2025 to November 2026).	0	2	0	0
Brushless electric motors	Component	High	Small-drone motors are mostly built with Chinese NdFeB magnets and often in China, so drone mass-production plans inherit the magnet bottleneck. The Army's SkyFoundry initiative picked Vulcan Elements in 2026 to supply domestic magnets for its drone motors.	0	0	1	0
Edge AI compute modules	Component	High	Leading-edge chips are made almost entirely in Taiwan: TSMC produces around 90% of leading-edge semiconductors. A Taiwan disruption would hit the GPU/NPU modules used for onboard autonomy.	0	0	0	10
GaN RF semiconductors	Component	High	Western GaN fabs exist, but the gallium feedstock is almost entirely Chinese (99% of primary supply), so Chinese export controls on gallium and GaN directly affect radar and EW production.	0	0	1	0
Germanium	Material	High	USGS calls global germanium data limited but names China the leading producer and exporter of germanium metal; US net import reliance is above 50%. China licensed exports from August 2023 and banned exports to the US in December 2024 (suspended November 2025 to November 2026). Western supply comes from zinc-refinery by-products (Teck at Trail, Umicore recycling).	2	2	0	0
GNSS signals	Infrastructure	High	GNSS is cheap to jam or spoof. In Ukraine, Russian EW routinely jams GPS and drone subsystems, which pushes drones toward vision-based and other GNSS-free navigation.	0	0	0	5
Graphite	Material	High	China produced an estimated 78% of natural graphite in 2024 and 82% in 2025 (USGS) and over 95% of battery-grade graphite (IEA). The US is 100% import-reliant for natural graphite. China has required export licences for graphite since December 2023.	0	3	0	0
Graphite anode materialPart of Graphite	Material	High	China produced over 90% of anode material in 2024. Its October 2025 controls on synthetic graphite anode materials and equipment (MOFCOM/GAC No. 58) were suspended until November 2026 before taking effect.	0	1	1	0
Infrared optics	Component	High	Germanium lenses and windows depend on a germanium supply led by China, which banned germanium exports to the US in December 2024 (now suspended to November 2026). Chalcogenide glass is a partial substitute.	0	0	1	0
Lithium-ion battery cells	Component	High	China produced 80% of global battery cells and over 90% of anode material in 2024 (IEA). CATL and other Chinese battery makers are on DoD's 1260H list, and China's October 2025 controls on high-energy-density cells (suspended to November 2026) target the cells drones use.	0	1	2	7
Mixed rare-earth concentratePart of Rare-earth elements	Material	High	Feedstock outside China comes mainly from Mountain Pass, Mt Weld, Myanmar and mineral sands (monazite). New separators such as Maglut and Ucore must secure third-party concentrate, often from early-stage projects.	4	0	1	1
Munition warheads	Component	High	—	1	0	1	2
UAS critical components	Component	High	Supply is concentrated in China. In December 2025 the FCC added foreign-produced UAS and UAS critical components to its Covered List, and in August 2026 China put drone parts exports to the US under strict case-by-case review.	0	2	0	0
Bauxite and alumina refining	Manufacturing capacity	Medium	Gallium can only be recovered economically where alumina refineries add recovery circuits. Most such circuits are in China; new ones are planned at Alcoa's Wagerup refinery, Rio Tinto's Quebec operations and in bauxite residue (ElementUSA).	0	0	0	0
Launch to low Earth orbit	Infrastructure	Medium	One provider dominates: SpaceX flew 165 of 325 orbital launches in 2025 (nearly 51%) and launched 85% of satellites (BryceTech). Alternatives are capacity-limited, so small-satellite constellations depend on SpaceX rideshare and manifest availability.	0	0	0	2
Radio-frequency spectrum	Infrastructure	Medium	Federal spectrum is under pressure from commercial reallocation: the 2025 reconciliation law directs 800 MHz of federal spectrum to be identified for auction or sharing, but excludes the 3.1-3.45 GHz and 7.4-8.4 GHz bands heavily used by DoD.	0	0	0	7
Containerized field medical units	Subsystem	—	—	1	0	0	0
Molybdenum	Material	—	—	1	0	0	0
Tungsten	Material	—	—	1	0	0	0

Criticality is our judgement of how much a shortage would constrain defense production. Top share is the largest recorded global share held by one producer; shares from different years and sources may not add up.

Dependencies18

Dependency chains6

By criticality

Most controlled11 inputs

Read each chain left to right as “needs”: a finished component needs the materials and processing beneath it. The weakest link sets the constraint.

Facilities90

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Facilities (7)83 more without coordinates, listed below

Facilities
Facility	Owner	Kind	Location	Status	Confidence
5N Plus St. George germanium substrate plant	5N Plus	Factory	St. George, Utah, United States	Operating	Confirmed
9 Mothers Austin headquarters	9 Mothers	Headquarters	Austin, Texas, United States	Operating	Reported
Aerospacelab Torrance satellite factory	Aerospacelab	Factory	Torrance, California, United States	Operating · 2024	Confirmed
Albacore Washington Avenue facility	Albacore	Factory	Philadelphia, Pennsylvania, United States	Operating · 2026	Reported
Wagerup gallium plant	Alcoa	Refinery	Wagerup, Western Australia, Australia	Planned	Confirmed
Amca El Segundo prototyping and testing facility	Amca	Lab	El Segundo, California, United States	Operating	Confirmed
Indiana National Security Industrial Hub (Munitions Campus)	American Center for Manufacturing & Innovation	Factory	Indiana, United States	Under construction	Confirmed
AMPAC Cedar City ammonium perchlorate plant	American Pacific Corporation	Factory	Cedar City, Utah, United States	Operating	Confirmed
Arsenal-1	Anduril Industries	Factory	Ohio, United States	Operating · 2026	Reported
Arsenal-2	Anduril Industries	Shipyard	Maryland, United States	Planned	Reported
Mississippi Solid Rocket Motor Complex	Anduril Industries	Factory	McHenry, Mississippi, United States	Operating · 2025	Confirmed
Antares Torrance facility	Antares	Factory	Torrance, California, United States	Operating	Reported
Askari Defense Atlanta office	Askari Defense	Headquarters	Atlanta, Georgia, United States	Operating	Reported
Atropos Group Arlington office	Atropos Group	Headquarters	Arlington, Virginia, United States	Operating	Confirmed
Hurt solid rocket motor plant	Avio USA	Factory	Hurt, Virginia, United States	Under construction	Reported
BAE Systems Austin APKWS plant	BAE Systems	Factory	Austin, Texas, United States	Operating	Reported
BAE Systems Hudson APKWS plant	BAE Systems	Factory	Hudson, New Hampshire, United States	Operating	Reported
Castelion Project Ranger manufacturing campus	Castelion	Factory	Rio Rancho, New Mexico, United States	Operating	Confirmed
Chariot Defense headquarters, San Bruno	Chariot Defense	Headquarters	San Bruno, California, United States	Operating	Confirmed
Citra Space headquarters	Citra Space Corporation	Headquarters	Colorado Springs, Colorado, United States	Operating · 2026	Reported
Grand Prairie Anthem production facility	Covenant	Factory	Grand Prairie, Texas, United States	Operating · 2026	Reported
Dispatcher San Francisco office	Dispatcher	Headquarters	San Francisco, California, United States	Operating	Reported
Echodyne Washington radar factory	Echodyne	Factory	Washington, United States	Operating · 2026	Reported
ElementUSA Gramercy demonstration facility	ElementUSA	Refinery	Gramercy, Louisiana, United States	Planned	Confirmed
White Mesa Mill	Energy Fuels	Refinery	Blanding, Utah, United States	Operating	Confirmed
Enigma Aerospace Burlington headquarters	Enigma Aerospace	Headquarters	Burlington, Massachusetts, United States	Operating	Confirmed
Epirus Torrance facility	Epirus	Factory	Torrance, California, United States	Operating	Reported
Fortastra headquarters	Fortastra	Headquarters	Torrance, California, United States	Operating	Confirmed
Galadyne Austin facility	Galadyne	Factory	Austin, Texas, United States	Operating	Reported
Gallatin Austin office	Gallatin	Office	Austin, Texas, United States	Operating	Confirmed
Gallatin headquarters, El Segundo	Gallatin	Headquarters	El Segundo, California, United States	Operating	Confirmed
Gallatin Washington, DC office	Gallatin	Office	Washington, District of Columbia, United States	Operating	Confirmed
Camden 155mm load, assemble and pack facility	General Dynamics	Factory	Camden, Arkansas, United States	Operating · 2025	Reported
Hadrian Alabama submarine parts factory	Hadrian	Factory	Alabama, United States	Planned	Reported
Harbor production facility, Texas	Harbor	Factory	Texas, United States	Operating	Reported
Heaviside Industries Los Angeles headquarters	Heaviside Industries	Headquarters	Los Angeles, California, United States	Operating	Confirmed
Heaviside Industries Oslo office	Heaviside Industries	Office	Oslo, Norway	Operating	Confirmed
Winchester production facility	Heven AeroTech	Factory	Winchester, Virginia, United States	Operating · 2026	Reported
HII Pocasset unmanned systems facility	HII	Factory	Pocasset, Massachusetts, United States	Operating	Confirmed
Athens satellite assembly facility	ICEYE	Factory	Athens, Greece	Operating · 2025	Reported
Kela factory, southern Israel	Kela	Factory	Southern District, Israel	Operating	Reported
Kela headquarters, Tel Aviv	Kela	Headquarters	Tel Aviv-Yafo, Israel	Operating	Reported
Kongsberg James City County missile facility	Kongsberg Defence & Aerospace	Factory	Toano, Virginia, United States	Under construction	Reported
Camden solid rocket motor plant	L3Harris Aerojet Rocketdyne	Factory	Camden, Arkansas, United States	Operating	Confirmed
Orange solid rocket motor plant	L3Harris Aerojet Rocketdyne	Factory	Orange, Virginia, United States	Operating	Confirmed
L3Harris Huntsville VAMPIRE production	L3Harris Technologies	Factory	Huntsville, Alabama, United States	Operating	Reported
Lockheed Martin Troy Building 47	Lockheed Martin	Factory	Troy, Alabama, United States	Under construction	Reported
Kalgoorlie Rare Earths Processing Facility	Lynas Rare Earths	Refinery	Kalgoorlie, Western Australia, Australia	Operating · 2024	Confirmed
Lynas Malaysia advanced materials plant	Lynas Rare Earths	Refinery	Gebeng (Kuantan), Pahang, Malaysia	Operating	Confirmed
Mt Weld mine and concentration plant	Lynas Rare Earths	Mine	Western Australia, Australia	Operating	Confirmed
Seadrift, Texas rare earth processing facility (planned)	Lynas Rare Earths	Refinery	Seadrift, Texas, United States	Planned	Reported
Maglut pilot-scale facility, Long Beach	Maglut Heavy Industries	Lab	Long Beach, California, United States	Operating	Reported
Copper One Mine	Mariana Minerals	Mine	Utah, United States	Operating · 2026	Reported
10X magnet facility	MP Materials	Factory	Northlake, Texas, United States	Planned	Confirmed
Independence magnet facility	MP Materials	Factory	Fort Worth, Texas, United States	Operating	Confirmed
Mountain Pass heavy rare earth separation facility	MP Materials	Refinery	Mountain Pass, California, United States	Under construction	Confirmed
Mountain Pass Rare Earth Mine and Processing Facility	MP Materials	Mine	Mountain Pass, California, United States	Operating	Confirmed
Narva magnet plant	Neo Performance Materials	Factory	Narva, Estonia	Operating · 2025	Confirmed
Silmet rare earth separation plant	Neo Performance Materials	Refinery	Sillamäe, Estonia	Operating	Confirmed
Allegany Ballistics Laboratory	Northrop Grumman	Factory	Rocket Center, West Virginia, United States	Operating	Confirmed
Elkton propulsion campus	Northrop Grumman	Factory	Elkton, Maryland, United States	Operating	Confirmed
Palmdale site (U.S. Air Force Plant 42)	Northrop Grumman	Factory	Palmdale, California, United States	Operating	Confirmed
Promontory solid rocket motor plant	Northrop Grumman	Factory	Promontory, Utah, United States	Operating	Confirmed
Noveon San Marcos magnet plant	Noveon Magnetics	Factory	San Marcos, Texas, United States	Operating	Reported
Perseus Defense Buda headquarters	Perseus Defense	Headquarters	Buda, Texas, United States	Operating	Reported
Reveille Forge	Portfolio Acquisition Executive Fires	Lab	Redstone Arsenal, Alabama, United States	Operating · 2026	Confirmed
Ukraine production facility	Quantum Systems	Factory	Ukraine	Operating · 2024	Reported
Radiant R-50 factory	Radiant	Factory	Oak Ridge, Tennessee, United States	Planned	Confirmed
REGENT Seaglider Manufacturing Facility	REGENT	Factory	North Kingstown, Rhode Island, United States	Operating · 2026	Confirmed
XRANGE	REMAYA	Test range	Abu Dhabi, United Arab Emirates	Operating	Confirmed
Blohm+Voss shipyard, Hamburg	Rheinmetall	Shipyard	Hamburg, Germany	Operating	Reported
Saildrone Copenhagen office	Saildrone	Office	Copenhagen, Denmark	Operating	Reported
Franklin shipyard	Saronic	Shipyard	Franklin, Louisiana, United States	Operating	Reported
Port Alpha	Saronic	Shipyard	Brownsville, Texas, United States	Under construction	Confirmed
Hayward manufacturing facility	Skydio	Factory	Hayward, California, United States	Operating	Reported
Trail lead-zinc refinery	Teck Resources	Refinery	Trail, British Columbia, Canada	Operating	Confirmed
Theseus San Francisco office	Theseus	Headquarters	San Francisco, California, United States	Operating	Reported
Louisiana Strategic Metals Complex	Ucore Rare Metals	Refinery	Alexandria, Louisiana, United States	Planned	Reported
Berthoud headquarters	Ursa Major	Headquarters	Berthoud, Colorado, United States	Operating	Confirmed
Longmont manufacturing facility	Ursa Major	Factory	Longmont, Colorado, United States	Operating · 2026	Confirmed
Stillwater magnet plant	USA Rare Earth	Factory	Stillwater, Oklahoma, United States	Operating · 2026	Confirmed
The Forge advanced manufacturing facility	U.S. Indo-Pacific Command	Factory	Schofield Barracks, Hawaii, United States	Operating · 2025	Confirmed
Valinor headquarters, Washington, DC	Valinor	Headquarters	Washington, District of Columbia, United States	Operating	Confirmed
Valthos headquarters, New York	Valthos	Headquarters	New York, United States	Operating	Confirmed
Velo3D Forge 1 Livermore Production Campus	Velo3D	Factory	Livermore, California, United States	Operating · 2026	Confirmed
Vulcan Elements Benson magnet factory	Vulcan Elements	Factory	Benson, North Carolina, United States	Planned	Confirmed
Vulcan Elements Durham magnet plant	Vulcan Elements	Factory	Durham, North Carolina, United States	Operating · 2025	Reported
Wardstone El Segundo office	Wardstone	Headquarters	El Segundo, California, United States	Operating	Reported
X-Bow Luling solid rocket motor campus	X-Bow Systems	Factory	Luling, Texas, United States	Operating · 2025	Confirmed
Potomac production facility	York Space Systems	Factory	Colorado, United States	Operating · 2023	Confirmed

5N Plus St. George germanium substrate plant
5N Plus
Factory · St. George, Utah, United States
Operating
Confirmed
9 Mothers Austin headquarters
9 Mothers
Headquarters · Austin, Texas, United States
Operating
Reported
Aerospacelab Torrance satellite factory
Aerospacelab
Factory · Torrance, California, United States
Operating · 2024
Confirmed
Albacore Washington Avenue facility
Albacore
Factory · Philadelphia, Pennsylvania, United States
Operating · 2026
Reported
Wagerup gallium plant
Alcoa
Refinery · Wagerup, Western Australia, Australia
Planned
Confirmed
Amca El Segundo prototyping and testing facility
Amca
Lab · El Segundo, California, United States
Operating
Confirmed
Indiana National Security Industrial Hub (Munitions Campus)
American Center for Manufacturing & Innovation
Factory · Indiana, United States
Under construction
Confirmed
AMPAC Cedar City ammonium perchlorate plant
American Pacific Corporation
Factory · Cedar City, Utah, United States
Operating
Confirmed
Arsenal-1
Anduril Industries
Factory · Ohio, United States
Operating · 2026
Reported
Arsenal-2
Anduril Industries
Shipyard · Maryland, United States
Planned
Reported
Mississippi Solid Rocket Motor Complex
Anduril Industries
Factory · McHenry, Mississippi, United States
Operating · 2025
Confirmed
Antares Torrance facility
Antares
Factory · Torrance, California, United States
Operating
Reported
Askari Defense Atlanta office
Askari Defense
Headquarters · Atlanta, Georgia, United States
Operating
Reported
Atropos Group Arlington office
Atropos Group
Headquarters · Arlington, Virginia, United States
Operating
Confirmed
Hurt solid rocket motor plant
Avio USA
Factory · Hurt, Virginia, United States
Under construction
Reported
BAE Systems Austin APKWS plant
BAE Systems
Factory · Austin, Texas, United States
Operating
Reported
BAE Systems Hudson APKWS plant
BAE Systems
Factory · Hudson, New Hampshire, United States
Operating
Reported
Castelion Project Ranger manufacturing campus
Castelion
Factory · Rio Rancho, New Mexico, United States
Operating
Confirmed
Chariot Defense headquarters, San Bruno
Chariot Defense
Headquarters · San Bruno, California, United States
Operating
Confirmed
Citra Space headquarters
Citra Space Corporation
Headquarters · Colorado Springs, Colorado, United States
Operating · 2026
Reported
Grand Prairie Anthem production facility
Covenant
Factory · Grand Prairie, Texas, United States
Operating · 2026
Reported
Dispatcher San Francisco office
Dispatcher
Headquarters · San Francisco, California, United States
Operating
Reported
Echodyne Washington radar factory
Echodyne
Factory · Washington, United States
Operating · 2026
Reported
ElementUSA Gramercy demonstration facility
ElementUSA
Refinery · Gramercy, Louisiana, United States
Planned
Confirmed
White Mesa Mill
Energy Fuels
Refinery · Blanding, Utah, United States
Operating
Confirmed
Enigma Aerospace Burlington headquarters
Enigma Aerospace
Headquarters · Burlington, Massachusetts, United States
Operating
Confirmed
Epirus Torrance facility
Epirus
Factory · Torrance, California, United States
Operating
Reported
Fortastra headquarters
Fortastra
Headquarters · Torrance, California, United States
Operating
Confirmed
Galadyne Austin facility
Galadyne
Factory · Austin, Texas, United States
Operating
Reported
Gallatin Austin office
Gallatin
Office · Austin, Texas, United States
Operating
Confirmed
Gallatin headquarters, El Segundo
Gallatin
Headquarters · El Segundo, California, United States
Operating
Confirmed
Gallatin Washington, DC office
Gallatin
Office · Washington, District of Columbia, United States
Operating
Confirmed
Camden 155mm load, assemble and pack facility
General Dynamics
Factory · Camden, Arkansas, United States
Operating · 2025
Reported
Hadrian Alabama submarine parts factory
Hadrian
Factory · Alabama, United States
Planned
Reported
Harbor production facility, Texas
Harbor
Factory · Texas, United States
Operating
Reported
Heaviside Industries Los Angeles headquarters
Heaviside Industries
Headquarters · Los Angeles, California, United States
Operating
Confirmed
Heaviside Industries Oslo office
Heaviside Industries
Office · Oslo, Norway
Operating
Confirmed
Winchester production facility
Heven AeroTech
Factory · Winchester, Virginia, United States
Operating · 2026
Reported
HII Pocasset unmanned systems facility
HII
Factory · Pocasset, Massachusetts, United States
Operating
Confirmed
Athens satellite assembly facility
ICEYE
Factory · Athens, Greece
Operating · 2025
Reported
Kela factory, southern Israel
Kela
Factory · Southern District, Israel
Operating
Reported
Kela headquarters, Tel Aviv
Kela
Headquarters · Tel Aviv-Yafo, Israel
Operating
Reported
Kongsberg James City County missile facility
Kongsberg Defence & Aerospace
Factory · Toano, Virginia, United States
Under construction
Reported
Camden solid rocket motor plant
L3Harris Aerojet Rocketdyne
Factory · Camden, Arkansas, United States
Operating
Confirmed
Orange solid rocket motor plant
L3Harris Aerojet Rocketdyne
Factory · Orange, Virginia, United States
Operating
Confirmed
L3Harris Huntsville VAMPIRE production
L3Harris Technologies
Factory · Huntsville, Alabama, United States
Operating
Reported
Lockheed Martin Troy Building 47
Lockheed Martin
Factory · Troy, Alabama, United States
Under construction
Reported
Kalgoorlie Rare Earths Processing Facility
Lynas Rare Earths
Refinery · Kalgoorlie, Western Australia, Australia
Operating · 2024
Confirmed
Lynas Malaysia advanced materials plant
Lynas Rare Earths
Refinery · Gebeng (Kuantan), Pahang, Malaysia
Operating
Confirmed
Mt Weld mine and concentration plant
Lynas Rare Earths
Mine · Western Australia, Australia
Operating
Confirmed
Seadrift, Texas rare earth processing facility (planned)
Lynas Rare Earths
Refinery · Seadrift, Texas, United States
Planned
Reported
Maglut pilot-scale facility, Long Beach
Maglut Heavy Industries
Lab · Long Beach, California, United States
Operating
Reported
Copper One Mine
Mariana Minerals
Mine · Utah, United States
Operating · 2026
Reported
10X magnet facility
MP Materials
Factory · Northlake, Texas, United States
Planned
Confirmed
Independence magnet facility
MP Materials
Factory · Fort Worth, Texas, United States
Operating
Confirmed
Mountain Pass heavy rare earth separation facility
MP Materials
Refinery · Mountain Pass, California, United States
Under construction
Confirmed
Mountain Pass Rare Earth Mine and Processing Facility
MP Materials
Mine · Mountain Pass, California, United States
Operating
Confirmed
Narva magnet plant
Neo Performance Materials
Factory · Narva, Estonia
Operating · 2025
Confirmed
Silmet rare earth separation plant
Neo Performance Materials
Refinery · Sillamäe, Estonia
Operating
Confirmed
Allegany Ballistics Laboratory
Northrop Grumman
Factory · Rocket Center, West Virginia, United States
Operating
Confirmed
Elkton propulsion campus
Northrop Grumman
Factory · Elkton, Maryland, United States
Operating
Confirmed
Palmdale site (U.S. Air Force Plant 42)
Northrop Grumman
Factory · Palmdale, California, United States
Operating
Confirmed
Promontory solid rocket motor plant
Northrop Grumman
Factory · Promontory, Utah, United States
Operating
Confirmed
Noveon San Marcos magnet plant
Noveon Magnetics
Factory · San Marcos, Texas, United States
Operating
Reported
Perseus Defense Buda headquarters
Perseus Defense
Headquarters · Buda, Texas, United States
Operating
Reported
Reveille Forge
Portfolio Acquisition Executive Fires
Lab · Redstone Arsenal, Alabama, United States
Operating · 2026
Confirmed
Ukraine production facility
Quantum Systems
Factory · Ukraine
Operating · 2024
Reported
Radiant R-50 factory
Radiant
Factory · Oak Ridge, Tennessee, United States
Planned
Confirmed
REGENT Seaglider Manufacturing Facility
REGENT
Factory · North Kingstown, Rhode Island, United States
Operating · 2026
Confirmed
XRANGE
REMAYA
Test range · Abu Dhabi, United Arab Emirates
Operating
Confirmed
Blohm+Voss shipyard, Hamburg
Rheinmetall
Shipyard · Hamburg, Germany
Operating
Reported
Saildrone Copenhagen office
Saildrone
Office · Copenhagen, Denmark
Operating
Reported
Franklin shipyard
Saronic
Shipyard · Franklin, Louisiana, United States
Operating
Reported
Port Alpha
Saronic
Shipyard · Brownsville, Texas, United States
Under construction
Confirmed
Hayward manufacturing facility
Skydio
Factory · Hayward, California, United States
Operating
Reported
Trail lead-zinc refinery
Teck Resources
Refinery · Trail, British Columbia, Canada
Operating
Confirmed
Theseus San Francisco office
Theseus
Headquarters · San Francisco, California, United States
Operating
Reported
Louisiana Strategic Metals Complex
Ucore Rare Metals
Refinery · Alexandria, Louisiana, United States
Planned
Reported
Berthoud headquarters
Ursa Major
Headquarters · Berthoud, Colorado, United States
Operating
Confirmed
Longmont manufacturing facility
Ursa Major
Factory · Longmont, Colorado, United States
Operating · 2026
Confirmed
Stillwater magnet plant
USA Rare Earth
Factory · Stillwater, Oklahoma, United States
Operating · 2026
Confirmed
The Forge advanced manufacturing facility
U.S. Indo-Pacific Command
Factory · Schofield Barracks, Hawaii, United States
Operating · 2025
Confirmed
Valinor headquarters, Washington, DC
Valinor
Headquarters · Washington, District of Columbia, United States
Operating
Confirmed
Valthos headquarters, New York
Valthos
Headquarters · New York, United States
Operating
Confirmed
Velo3D Forge 1 Livermore Production Campus
Velo3D
Factory · Livermore, California, United States
Operating · 2026
Confirmed
Vulcan Elements Benson magnet factory
Vulcan Elements
Factory · Benson, North Carolina, United States
Planned
Confirmed
Vulcan Elements Durham magnet plant
Vulcan Elements
Factory · Durham, North Carolina, United States
Operating · 2025
Reported
Wardstone El Segundo office
Wardstone
Headquarters · El Segundo, California, United States
Operating
Reported
X-Bow Luling solid rocket motor campus
X-Bow Systems
Factory · Luling, Texas, United States
Operating · 2025
Confirmed
Potomac production facility
York Space Systems
Factory · Colorado, United States
Operating · 2023
Confirmed

Mines, refineries, foundries, factories, shipyards and launch sites owned by tracked organizations. Each marker is also a row in the list below the map.

Trade controls27

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Trade controls. Select a sortable column heading to sort.
					Detail	Conf.
MOFCOM Announcement No. 34 of 2026	UAS critical components	China	Export control	Aug 5, 2026	Exports of listed drones, key drone components and related technology to the US get strict case-by-case review with no licence facilitation.	Confirmed
MOFCOM Export Control Control List (Announcement No. 23 of 2026)	MP Materials	China	Designation	Jun 22, 2026	Added with eight other US entities (including drone makers Red Cat and Teal Drones); Chinese exporters may not export dual-use items to listed entities.	Confirmed
MOFCOM Export Control Control List (Announcement No. 23 of 2026)	USA Rare Earth	China	Designation	Jun 22, 2026	Added with eight other US entities (including drone makers Red Cat and Teal Drones); Chinese exporters may not export dual-use items to listed entities.	Confirmed
Section 301 tariffs on China (four-year review modifications)	Graphite	United States	Tariff	Jan 1, 2026	Section 301 tariff on Chinese natural graphite raised to 25% in 2026.	Confirmed
Section 301 tariffs on China (four-year review modifications)	NdFeB permanent magnets	United States	Tariff	Jan 1, 2026	Section 301 tariff on Chinese permanent magnets raised to 25% in 2026.	Confirmed
FCC Covered List	UAS critical components	United States	Import ban	Dec 22, 2025	Foreign-produced UAS and UAS critical components added to the Covered List, barring new FCC equipment authorizations on a going-forward basis.	Confirmed
MOFCOM Announcement No. 61 of 2025	NdFeB permanent magnets	China	Export control	Oct 9, 2025	Extraterritorial control: foreign-made magnets and other items containing 0.1% or more by value of Chinese-origin controlled rare earths, or made with Chinese rare-earth technology, need a Chinese licence; licences for military end users denied in principle. Suspended by MOFCOM/GAC Announcement No. 70 of 2025 from 2025-11-07 until 2026-11-10.	Confirmed
MOFCOM Announcement No. 62 of 2025	Rare-earth separation capacity	China	Export control	Oct 9, 2025	Export controls on rare-earth mining, separation, metal smelting, magnet manufacturing and recycling technology, and on unlicensed assistance by Chinese persons to overseas rare-earth activity. Suspended by MOFCOM/GAC Announcement No. 70 of 2025 from 2025-11-07 until 2026-11-10.	Confirmed
MOFCOM/GAC Announcement No. 18 of 2025	NdFeB permanent magnets	China	Export control	Apr 4, 2025	Export licensing for NdFeB permanent magnet materials containing terbium or dysprosium, and samarium-cobalt magnets.	Confirmed
MOFCOM/GAC Announcement No. 18 of 2025	Dysprosium and terbium	China	Export control	Apr 4, 2025	Export licensing for samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium metals, alloys, oxides and compounds. Not included in the November 2025 suspension.	Confirmed
Section 1260H Chinese military companies list	CATL	United States	Designation	Jan 7, 2025	CATL added in the January 2025 update; the June 2026 update also lists EVE Energy, CALB and BYD.	Confirmed
MOFCOM Announcement No. 46 of 2024	Germanium	China	Export ban	Dec 3, 2024	Exports of germanium dual-use items to the United States denied in principle; Article 1 also bans all dual-use exports to US military users. Article 2 (this ban) suspended by MOFCOM Announcement No. 72 of 2025 from 2025-11-09 until 2026-11-27.	Confirmed
MOFCOM Announcement No. 46 of 2024	Antimony	China	Export ban	Dec 3, 2024	Exports of antimony dual-use items to the United States denied in principle; Article 1 also bans all dual-use exports to US military users. Article 2 (this ban) suspended by MOFCOM Announcement No. 72 of 2025 from 2025-11-09 until 2026-11-27.	Confirmed
MOFCOM Announcement No. 46 of 2024	Graphite	China	Export control	Dec 3, 2024	Stricter end-user and end-use review for graphite exports to the United States; suspended from 2025-11-09 until 2026-11-27.	Confirmed
MOFCOM Announcement No. 46 of 2024	Gallium	China	Export ban	Dec 3, 2024	Exports of gallium dual-use items to the United States denied in principle; Article 1 also bans all dual-use exports to US military users. Article 2 (this ban) suspended by MOFCOM Announcement No. 72 of 2025 from 2025-11-09 until 2026-11-27.	Confirmed
MOFCOM/GAC Announcement No. 33 of 2024	Antimony	China	Export control	Sep 15, 2024	Export licensing for antimony ores, metal, oxides and related items.	Confirmed
MOFCOM/MOST Announcement No. 57 of 2023 (Catalogue of Technologies Prohibited and Restricted from Export)	Rare-earth separation capacity	China	Export ban	Dec 21, 2023	Adds rare-earth extraction and separation technology, rare-earth metal and alloy production technology to the prohibited technology export list.	Confirmed
MOFCOM/MOST Announcement No. 57 of 2023 (Catalogue of Technologies Prohibited and Restricted from Export)	NdFeB permanent magnets	China	Export ban	Dec 21, 2023	Prohibits export of samarium-cobalt, NdFeB and cerium magnet preparation technology.	Confirmed
MOFCOM/GAC Announcement No. 39 of 2023	Graphite	China	Export control	Dec 1, 2023	Export licensing for high-purity, high-strength, high-density synthetic graphite and natural flake graphite, including spherical and expanded graphite.	Confirmed
MOFCOM/GAC Announcement No. 23 of 2023	Gallium	China	Export control	Aug 1, 2023	Export licence requirement for gallium metal, gallium nitride, gallium oxide, gallium phosphide, gallium arsenide and related compounds.	Confirmed
MOFCOM/GAC Announcement No. 23 of 2023	Germanium	China	Export control	Aug 1, 2023	Export licence requirement for germanium metal, zone-melted germanium ingots, germanium dioxide, germanium tetrachloride and related items.	Confirmed
Section 1260H Chinese military companies list	DJI	United States	Designation	Oct 5, 2022	DJI listed from the October 2022 update; still listed in the June 2026 update (91 FR 35189).	Confirmed
Entity List	DJI	United States	Designation	Dec 18, 2020	BIS added DJI to the Entity List (85 FR 83416, FR Doc 2020-28031).	Confirmed
DFARS 225.7018 (10 U.S.C. 4872) restriction on certain magnets, tantalum and tungsten	NdFeB permanent magnets	United States	Import ban	—	DoD may not acquire samarium-cobalt or NdFeB magnets (and tantalum, tungsten) melted or produced in China, Russia, North Korea or Iran; from 2027-01-01 the ban extends to material mined, refined or separated there (FY2024 NDAA sec. 854).	Confirmed
MOFCOM/GAC Announcement No. 57 of 2025	Rare-earth elements	China	Export control	—	Export licensing for holmium, erbium, thulium, europium and ytterbium items, due to take effect 2025-11-08. Suspended by MOFCOM/GAC Announcement No. 70 of 2025 from 2025-11-07 until 2026-11-10.	Confirmed

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