NYSE:LMTAerospace & Defense
Lockheed Martin Faces Rare Earth Squeeze As F-35 And Margins Tested
Lockheed Martin (NYSE:LMT) is accelerating rare earth procurement and dual-sourcing after new Pentagon rules and active military operations began drawing down existing US stockpiles.
The company sits at the center of an emerging rare earths supply crunch that touches core programs, including advanced platforms such as the F-35.
Fresh regulatory deadlines and real-time combat demands are reshaping how LMT sources critical materials, with increased reliance on multiple suppliers and tighter...