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China's Control Over Rare Earths Threatens US Drone Manufacturing

ID: cc787746-d52f-5209-a5ba-3f8b9d2aa298

STIX ID: report--cc787746-d52f-5209-a5ba-3f8b9d2aa298

Feed Name: ThreatCluster

Date Published: 2026-06-05

Date Updated: 2026-06-08

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China's tightened export controls on rare-earth materials have sharply reduced shipments of magnets and infrared sensors to the U.S., grounding manufacturers such as Skydio, disrupting defense platforms and commercial drone production, and threatening the Pentagon's drone procurement goals; the report recommends supply-chain diversification, domestic processing, stockpiling, and research into alternative materials.

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