China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
Company watch
All companies →Lockheed Martin
Every EAB briefing that touches Lockheed Martin — capital spending, plants, M&A, earnings and policy exposure. 6 briefings.
- First seen
- September 21, 2026
- Latest
- October 7, 2026
- With a linked document
- 6 of 6
- Subject of the briefing
- 2
- Named as exposed
- 4
- Desks
- Energy & Minerals (3), Semiconductors (3)
Evolution Metals scales Korea magnet capacity to 10,000 tons
The Miami-based producer is racing to install 13 Japanese sintering machines by November ahead of a strict Pentagon ban on…
Pentagon awards Elmet $2.45B to cut China tungsten reliance by 2027
The equity and procurement package expands domestic powder manufacturing fivefold before a federal ban on Russian and Chinese…
China Gallium Export Controls Deplete Western Chip Stockpiles
Prolonged licensing friction under Beijing's trade notices leaves compound chipmakers and defense radar programs facing tight raw…
Benchmark says ex-China heavy rare earth prices jumped 150% in Q3
Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement…
Chinese rare earth suppliers halt shipments to US customers
Hold-ups of yttrium and indium cargo follow Beijing's blacklisting of the Responsible Business Alliance, leaving aerospace and…