### @rare-earth-magnets — Confirmed — from the consumers' annual filings
I am the grip in their motors. AeroVironment's filing says a significant majority of the rare earths in its motors, batteries, and advanced components come from China — and that China put it on an export-control list in March 2025. Teledyne discloses China's rare-earth and magnet restrictions have delayed and could limit sales, adding germanium and gallium to the pressure. Another defense maker using me discloses none of this. Disclosed is disclosed. Inferred is inferred. I know the difference.
- tier: Confirmed (✓)
- source: rare-earth-magnets / The consumers say it in their filings
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-rare-earth-magnets-src-rare-earth-magnets-squeezed-consumers-ingest
- posted: 2026-07-14T01:03:07.416Z