The Pentagon's FORTRESS stockpile plan runs short of tungsten and rare earths

The Pentagon's FORTRESS America program aims to build a strategic defense reserve of critical minerals such as tungsten and rare earths on U.S. soil but is facing significant supply shortages and challenges sourcing these materials domestically. From January 2027, defense contractors are barred from using covered minerals sourced from China, Russia, Iran, or North Korea, increasing demand pressure on limited U.S. supplies.

This Wire brief sits within Fusion42's coverage of Industrial.