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White House

Trump's Critical Minerals Order Cuts China Out of the Military Supply Chain — These Miners Fill the Gap

An executive order targeting China-linked mineral supply chains for defense is a direct procurement mandate for domestic and allied miners.

Image: Money Racket
By at Money Racket·Jul 24, 2026
1-YEAR MOVE
+33%−20%
LMT▲3.3%RTX▲21.6%NOC▼16.6%
1-year price move by ticker
TickerCompany1-year change
LMTLockheed Martin+3.3%
RTXRTX (Raytheon)+21.6%
NOCNorthrop Grumman−16.6%

President Trump signed an executive order targeting China-linked military mineral supply chains, directing federal agencies to advance domestic critical material sourcing and limit waivers that allow Chinese-origin minerals into defense procurement, according to multiple reports. A separate order seeks to reduce U.S. dependence on Chinese AI and technology inputs.

MP Materials runs the only active rare earth mine in the U.S. — a defense procurement mandate that cuts out China is a direct revenue order.

Who cashes in: MP Materials MP mines and processes rare earth elements at Mountain Pass, California — the only active rare earth mine in the U.S. — and is the most direct beneficiary of any order that restricts Chinese rare earth inputs to defense contractors. Energy Fuels UUUU processes rare earths as a byproduct of uranium mining and has been explicitly positioning for defense supply chain contracts. Piedmont Lithium (PLL) and Lithium Americas LAC benefit if the order extends to battery-grade lithium for military applications. On the processing side, MP Materials has a magnet manufacturing facility under construction — if the order mandates domestic magnet sourcing for defense motors and actuators, that facility becomes strategically critical.

Who's exposed: Defense primes like Lockheed LMT, RTX RTX, and Northrop NOC face near-term cost pressure if they must re-qualify supply chains away from cheaper Chinese-origin materials. The transition is manageable but not free — expect some margin compression in defense electronics segments over the next 12-24 months as re-sourcing costs flow through.

What to watch next: Whether the order includes hard timelines and enforcement teeth, or whether waivers remain easy to obtain. The history of Buy American provisions in defense is that waivers quietly swallow the mandate. Watch MP Materials' next contract announcements for evidence that procurement is actually shifting.

Source: original report ↗

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