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Defense Business Brief: Handshake deals > plane orders?; Inside the aerospace supply chain, plus thoughts on that critical minerals EO

The measure gives the Commerce secretary authority to curb exports of industrial waste and reclaimed materials as the U.S. seeks to reduce dependence on China.

  • On Thursday, President Donald Trump invoked the Cold War-era Defense Production Act to restrict exports of industrial waste and retain critical minerals and rare elements contained in those products.
  • The administration aims to reduce dependence on China, which supplies 70 percent of U.S. rare earth imports and serves as a major source of 14 critical minerals essential for defense and technology.
  • According to a Basel Action Network report, the United States exports almost 33,000 metric tons of e-waste monthly, containing materials the White House says can be "reclaimed and recycled" for domestic use.
  • Secretary of Commerce Howard Lutnick now holds authority to restrict exports of electronic waste, with new supply chain mapping and export regulations scheduled to take effect on Jan. 1, 2027.
  • The Government Accountability Office reports that expanding domestic battery recycling infrastructure could reduce mineral import dependence within three years, complementing broader efforts to identify production sites for national defense.
Insights by Ground AI

14 Articles

Lean Left

The US is dependent on China for important raw materials. According to a report, the government wants to take action against it: In future, it should at least be able to prevent critical minerals from leaving the country in electric scrap.

·Hamburg, Germany
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Lean Left

Trump signs decree restricting exports to preserve critical mineralsUS President Donald Trump has signed a decree allowing restrictions on exports of industrial waste to preserve critical minerals. The decision is aimed at strengthening domestic supply chains and reducing dependence on China.

·Kyiv, Ukraine
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Lean Right

The President of the United States, Donald Trump, signed on Thursday a measure granting the authorities powers, based on the Defense Production Act, to impose restrictions on the export of certain industrial waste, in an attempt to retain critical minerals and rare earth elements contained in these products. The initiative is the latest effort of the Trump government to strengthen the supply of critical minerals — essential for the manufacture o…

·Rio de Janeiro, Brazil
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Defense One broke the news in Washington, United States on Wednesday, July 29, 2026.
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