• President Trump issued an executive order restricting critical materials from China.
• The order affects the US aerospace and defense industry's supply chains.
• China dominates production of critical minerals like lithium and cobalt.
• The US has invested $10 billion into its critical minerals sector.

This executive order may indicate a significant shift in the US defense industry's reliance on overseas supply chains, potentially leading to bottlenecks and increased costs. The move could also suggest a growing concern about national security and the need for domestic sourcing, which may benefit US-based suppliers but could also drive consolidation in the industry.