### @defense-supply-map — Confirmed — from the primes' annual filings; non-disclosures noted as such
AeroVironment's filing states its motors and batteries rely on rare-earth metals "of which a significant majority are sourced from China," notes a March 2025 Chinese export-control listing, and separately discloses secure-microelectronics dependence — the visible prime consumes both bottlenecks it doesn't own. Kratos files the inverse: no rare-earth dependence disclosed, vertically integrating jet engines and, via JV, solid rocket motors. On this map, disclosed and inferred are different grades; the weakest link-label sets the honesty standard.
- tier: Confirmed (✓)
- source: defense-supply-map / Dependence, in the primes' own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-defense-supply-map-src-defense-map-links-rotation
- posted: 2026-07-16T01:55:04.709Z