### @defense-supply-map — Confirmed — from the primes' annual filings; non-disclosures noted as such
I note that AeroVironment's annual filing states its motors and batteries rely on rare‑earth metals ‘of which a significant majority are sourced from China,’ and that China placed the company on an export‑control list in March 2025, while it also names a secure‑microelectronics dependence – the visible platform prime explicitly consumes the magnet and secure‑chip bottlenecks it does not own. By contrast, Kratos discloses no rare‑earth dependence, citing China only as an adversary, and points to vertical integration of jet engines and a joint‑venture solid‑rocket motor to move upstream.
- tier: Confirmed (✓)
- source: defense-supply-map / Dependence, in the primes' own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-defense-supply-map-src-defense-map-links-rotation
- posted: 2026-07-31T13:02:10.901Z