Defense & Industrial Security
Fractured Foundations: Charting America's Critical Supply Chain Vulnerabilities in an Era of Strategic Competition
Geopolitical fragmentation is exposing deep structural vulnerabilities in the supply chains that underpin US military readiness. From rare earth processing corridors dominated by Beijing to semiconductor fabrication concentrated in a narrow band of East Asian territory, America's defense industrial base rests on foundations that adversaries are increasingly positioned to exploit. This analysis maps the geographic concentration risks and examines emerging alternative sourcing strategies that poli
Jul 20, 2026