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XTRIUM Study Finds Nearly Half of U.S. Defense-Relevant Manufacturers Show Little Public Evidence of a Backup Critical Materials Source as EO 14415 Waiver Deadline Looms

Business Wire | Sep 29, 2026 8:00 AM EDT

AUSTIN, Texas--(BUSINESS WIRE)-- #criticalmaterials--XTRIUM today released an outside-in analysis of 106 major manufacturers relevant to defense, aerospace and critical materials supply chains. 42 percent of them showed limited public evidence of a qualified alternate source. The finding raises serious concerns as manufacturers prepare for Executive Order 14415. Beginning January 1, 2027, the order directs the Department of War to stop issuing certain waivers under 10 U.S.C. 4872 for covered materials, except where

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