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Per Pentagon-cited reporting, China refines about 91% of the world's magnet rare earths and makes about 94% of finished magnets. A single F-35 contains over 400kg (about 900 pounds) of rare earth materials. The EV industry, by contrast, found a real American alternative β and it's worth seeing why that matters.
China has used its control over rare earth production as a political tool before (against Japan in 2010, and more recently around tariffs and licensing with the U.S.). This simulation shows what actually happens downstream in the real graph if access to finished magnets is cut off.
The simulation already ran below β scroll down to see the result.
No clicking required β here it is end to end for the F-35.
Chinese Production
~94% of finished magnets worldwide
Samarium-Cobalt Magnets
No Western manufacturer in this graph
Press Play and watch the map build itself scene by scene β suppliers, customers, competitors, and a failure simulation, all straight from the real graph.
There is no Western manufacturer of samarium-cobalt magnets in this graph β that's not an oversimplification, it's an accurate reflection of the documented reality.
A single F-35 fighter jet contains over 900 pounds of rare earth materials, including roughly 50 pounds of samarium-cobalt magnets used in missile nose cones, actuators, and electronic warfare systems. Per Pentagon/DoD-cited reporting, China refined about 91% of the world's magnet rare earths and made about 94% of finished rare earth magnets in 2024 β no comparable Western manufacturer of these specific magnets exists in this graph.
Guided-missile systems built by U.S. defense contractors including RTX (Raytheon), such as Javelin and Patriot components, rely on rare earth permanent magnets sourced through a supply chain overwhelmingly dominated by Chinese processing and magnet manufacturing.
Unlike the defense sector, General Motors built a real domestic supply chain from mine to finished magnet.
General Motors β Neodymium (NdFeB) Magnets
GM's Ultium-platform EV motors (GMC Hummer EV, Cadillac LYRIQ, Chevrolet Silverado EV, and others) use neodymium magnets. Unlike the defense supply chain, GM secured a real domestic alternative β see the direct supply agreement below.
MP Materials, which mines rare earths at Mountain Pass, California, built a dedicated neodymium-iron-boron magnet manufacturing facility in Fort Worth, Texas under a long-term supply agreement with General Motors, announced in 2021 and finalized in 2022 β the first fully domestic mine-to-magnet supply chain for GM's EV motors.
The network map below is the real graph, not an illustration. Every node and every line is clickable.
π Click any company on the map to see what happens if it "fails", or click a connecting line to see the evidence behind it.
Pick a node to fail:
π§ Psychological Impact
A supply shock could create a second-order behavioral reaction as investors simultaneously reassess exposure to Samarium-Cobalt Magnets and everything that depends on it β not a forecast, just an estimate of possible intensity.
Step 1
A single F-35 fighter jet contains over 900 pounds of rare earth materials, including roughly 50 pounds of samarium-cobalt magnets used in missile nose cones, actuators, and electronic warfare systems. Per Pentagon/DoD-cited reporting, China refined about 91% of the world's magnet rare earths and made about 94% of finished rare earth magnets in 2024 β no comparable Western manufacturer of these specific magnets exists in this graph.
Guided-missile systems built by U.S. defense contractors including RTX (Raytheon), such as Javelin and Patriot components, rely on rare earth permanent magnets sourced through a supply chain overwhelmingly dominated by Chinese processing and magnet manufacturing.
Impact is marked "confirmed" only once every known alternative supplier for that component is also down. "Secondary" exposure flags a dependency edge with no known sole-source alternative. The dark-red nodes on the map are structural single points of failure in the graph itself β independent of whatever you simulate.
Counted directly from the graph β not an AI-generated score.
MP Materials β Lynas Rare Earths
MP Materials (U.S.) and Lynas Rare Earths (Australia) are the two most-cited significant rare earth producers outside of China, both positioned as the primary alternatives to Chinese supply.
A real business description, StockIQ's current score, and the latest real headlines for each company.
General Motors
GM Β· Consumer Discretionary
No score available
No description available.
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Lockheed Martin
LMT Β· Industrials
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Lynas Rare Earths
LYSDY
No score available
This is the fourth pilot of the X-Ray engine β a hand-curated, documented dependency graph for the rare earth elements and magnets industry only. Every relationship is backed by a well-known public industry/government fact; none of it was generated by AI. This information should not be considered investment advice.
No description available.
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MP Materials
MP Β· Basic Materials
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RTX (Raytheon)
RTX Β· Industrials
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No description available.
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