U.S. Defense Manufacturers Face A Rare Earth Supply Squeeze - OilPrice.com Market Commentary
TMC the metals company Inc. (TMC)
Company Research
Source: PR Newswire
NEW YORK, March 6, 2026 /PRNewswire/ -- According to sources, the Pentagon will prohibit the use of rare earth magnet materials originating from China in U.S. military platforms beginning in 2027. This mandate will have broad implications across the American defense industrial base, requiring manufacturers to verify the origin of the rare earth metals used in their systems, tracing them back to the earliest stages of the processing chain. Companies mentioned in this release include: REalloys Inc. (ALOY), Olin Corporation (NYSE: OLN), The Metals Company (NASDAQ: TMC), Huntington Ingalls Industries (NYSE: HII), BWX Technologies (NYSE: BWXT), TransDigm Group (NYSE: TDG).Defense giants like Lockheed Martin are overhauling their magnet supply chains to avoid non-compliance in 2027, warning that rare earth sourcing restrictions require traceability down to the mining level across multi-tier supplier networks. Northrop Grumman has issued supplier notices reinforcing magnet-origin requirement
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TMC
Earnings
- 11/13/25 - Miss
TMC
Sec Filings
- 2/10/26 - Form 4
- 2/10/26 - Form 4
- 2/10/26 - Form 4
- TMC's page on the SEC website