Defense Stocks Are Surging — But They All Depend on This episode artwork

EPISODE · Mar 3, 2026 · 17 MIN

Defense Stocks Are Surging — But They All Depend on This

from MarketBeat | Stock Market News & Analysis

Defense stocks are surging as global tensions rise. But behind every drone, fighter jet, and submarine is a critical supply chain story most investors aren't watching. In this interview, we're joined by Tim Johnston of REalloys to break down why heavy rare earth elements are essential to modern defense systems — and why China's dominance in refining and metallization has become such a major issue. Disseminated on behalf of REalloys Inc. (NASDAQ:ALOY). Learn more about REalloys here: https://tomorrowinvestor.com/realloys-how-beijing-could-paralyze-western-industry/ Or visit their website at: https://realloys.com/investors/ Disclosure/Disclaimer: We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. This video was conducted on behalf of REalloys Inc. and was funded by Think Ink Marketing. For our full disclaimer, please visit: https://tomorrowinvestor.com/realloys-how- beijing-could-paralyze-western-industry/#disclaimer 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 00:00 Defense Rally 01:00 The Magnet Story 03:00 Heavy Rare Earths 04:45 China's Control 06:20 U.S. Catching Up 07:15 North American Strategy 09:00 2027 Deadline 10:00 New Contracts 11:00 Public Market Debut 13:00 Industry Outlook 16:00 Geopolitical Risks DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

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Defense Stocks Are Surging — But They All Depend on This

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This episode is 17 minutes long.

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This episode was published on March 3, 2026.

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Defense stocks are surging as global tensions rise. But behind every drone, fighter jet, and submarine is a critical supply chain story most investors aren't watching. In this interview, we're joined by Tim Johnston of REalloys to break down why...

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