Lockheed Martin (LMT) Faces 2027 Rare Earth Rules As Norway Fund Door Opens

Lockheed Martin (NYSE:LMT) is preparing for new U.S. Pentagon rules that will require non-Chinese rare earth magnets by 2027. The defense contractor now needs domestic or allied sources for critical minerals used across U.S. weapons programs under the sourcing shift. Norway is considering changes to its sovereign wealth fund ethics rules that could permit investment in Western defense groups such as Lockheed Martin. The non-Chinese rare earth magnet mandate and possible Norway fund access only capture part of what is moving around Lockheed Martin today. Our analysis turns up 1 warning sign for Lockheed Martin as well.