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Defense · LMT
Lockheed Martin
62
Exposed
EO 14415 Readiness · 0–100
LMT's largest programs — F-35, PAC-3, THAAD — carry deep rare-earth and tungsten exposure. The company has invested in MP Materials and USA Rare Earth offtake but remains dependent on Chinese refining for magnets today.
Primary exposure
Rare-earth magnet dependency across F-35, missile seekers, and radar.
Sub-scores
Materials55
FOCI70
Domestic65
BOM58
Top critical-material exposures
High risk
Rare Earth Magnets (NdFeB)
F-35 and missile systems; China refines ~90% of NdFeB.
Elevated risk
Tungsten
Kinetic penetrators; China controls ~80% of tungsten refining.
Elevated risk
Gallium
GaN radar and EW systems; China restricted exports 2023.
Private assessment for Lockheed Martin
XTRIUM validates this score at sub-tier depth against your actual BOMs, POs, and program data.