Leave Ukraine aside. Forget the Javelins, the Stingers, the GMLRS rockets, and the two million artillery rounds that were used in Ukraine. Setting Ukraine aside, consider four weapons that the United States just burned through in Iran, and the critical material required for each — which flows almost exclusively through China.
Tomahawk cruise missile. The United States burned through over 1,000 Tomahawks in Iran — ten years’ worth of production. Each one’s fin actuators run on samarium-cobalt magnets. China mines and refines 99% of the world’s samarium and placed it under export licensing on April 4, 2025. To rebuild the inventory, Raytheon must turn to Beijing for samarium.
Patriot PAC-3 interceptor. The seeker uses samarium-cobalt (SmCo) to slew its guidance head; the radar’s traveling-wave tubes use SmCo to focus the microwave beam; yttrium-iron-garnet phase shifters tune the array. Replenishing the 1,200-plus interceptors expended in Iran requires roughly 1.2 to 2.4 tons of high-temperature SmCo, plus yttrium oxide. Between 2020 and 2023, China supplied 93% of U.S. yttrium imports.
JASSM-ER stealth cruise missile. The fin servos and seeker run on neodymium-iron-boron magnets (NdFB) doped with dysprosium and terbium for thermal stability. Strip out the heavy rare earths, and the magnet demagnetizes in flight. Roughly 1,100 missiles expended translates to between 1.5 and 3 tons of NdFeB feedstock. China refines the vast majority of the world’s dysprosium and terbium.
F-35 Lightning II. For a decade, the Department of Defense itself has repeated that each F-35 contains 920 pounds of rare earths. The strategically critical content is the high-temperature SmCo and dysprosium-doped NdFeB in the engine actuators, electric drives, and radar. These are precisely the materials Beijing has placed under license.
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