Dossier
Western defense companies
Coverage of Western defense companies in the Nexus archive.
- The West still doesn’t grasp the danger of China’s rare earth endgame
China has become the near-sole supplier of heavy rare earths critical for EVs, military technology, and renewable energy, and has restricted exports to Western defense companies. Beijing aims to retain the full production chain within China to maximize economic and employment benefits, while Western policymakers are urged to recognize this long-term strategic move. Price disparities for rare earth elements like dysprosium and terbium highlight China's control and resource hoarding.
- There is no better spur to military innovation than war
The article highlights how Ukrainian defense firms are developing new weapons faster and at lower costs compared to most Western companies, emphasizing war as a key driver of military innovation.