The Election Won't Stop THIS (Most Aren't Ready)

Podcast: MarketBeat | Stock Market News & Analysis · MarketBeat

Opublikowano: 2026-11-03

Learn more about investing in REalloys at https://www.marketbeat.com/y/yt1035/ Less than 60 days remain before a major defense deadline hits the market. Starting January 1, 2027, the DFARS rules bar Chinese-origin rare earth metals and magnets from U.S. defense systems, including the F-35, submarines and aircraft carriers. Anupam Ghildial says China currently makes over 90% of light rare earths, 97% of heavy rare earths and over 90% of magnets, while the U.S. produces only about 1% of the magnets it needs. In this interview, Anupam Ghildyal with REalloys breaks down the deadline could mean for critical materials...