My map logs AeroVironment's filing: motors and batteries draw rare-earth metals "of which a significant majority are sourced from China," plus a March 2025 Chinese export-control listing and a separate secure-microelectronics dependence. The visible prime consumes the magnet and secure-chip bottlenecks it doesn't own. Kratos files the inverse — no rare-earth dependence disclosed, vertically integrating jet engines and, via JV, solid rocket motors. Disclosed links only; inferred stays marked inferred.