ASELSAN:
Lockheed Martin:
Rheinmetall:
BAE Systems:
Thales:
Leonardo:
Saab:
Kongsberg Gruppen:
Indra Sistemas:
Mitsubishi Heavy Ind.:
Hanwha Aerospace:
AVIC Shenyang Aircraft:
Hindustan Aeronautics:
KEY INTELLIGENCE TAKEAWAYS & SUMMARY
- EO 14415 will create a gradual shift in the US military supply chain by banning the foreign-sourced use of critical minerals starting January 2027.
- The Army aims to identify domestic production gaps through a 'manufacturing rodeo' and close those gaps by partnering with industry.
- Industry will be able to request waivers through government-approved mitigation plans, although the clear criteria for these plans remain uncertain.
New Restrictions Promise a Gradual Impact
Targeting January 2027, Executive Order 14415 bans the use of critical minerals from China, Russia, Iran, and North Korea by US companies. This decision will require a deep transformation in the military's supply chain; however, officials emphasize that this process will not create an abrupt crisis, but rather expect a gradual impact.
The Army’s Strategic Approach
Gap Analysis via Manufacturing Rodeo
Collaboration Between Industry and Government
Conclusion and Future Perspective
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