China's Rare Earth Leverage Explained in 3 Shocking Charts [Yahoo! Finance]
Lockheed Martin Corporation (LMT)
Last lockheed martin corporation earnings: 4/21 07:30 am
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Source: Yahoo! Finance
Oil spiked. The Dow dropped. Investors scrambled for safe havens. Then, just as quickly, the tension eased again. This kind of week forces a question: what other chokepoints are hiding in plain sight? There's one that could make Hormuz look manageable in one sense. Oil has dozens of global suppliers. When one source gets disrupted, others fill the gap. Prices spike, then stabilize. The system bends but doesn't break. Domestic rare earth alloys are different. There is no backup supplier. There is no strategic reserve. And the concentration of control isn't 30% or 50% -- it's north of 90%, all sitting inside China. If rare earth alloys disappeared tomorrow, the F-35 production line at Lockheed Martin goes silent. Not slowed. Silent. EVs stop rolling off the line. Missile guidance systems, radar arrays, wind turbines -- all of it depends on permanent magnets made from rare earth metals that almost no one outside China can produce. One of the very few companies that has moved
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LMT
Earnings
- 4/23/26 - Miss
LMT
Sec Filings
- 4/23/26 - Form 10-Q
- 4/23/26 - Form S-3ASR
- 4/23/26 - Form 8-K
- LMT's page on the SEC website