The U.S. Navy’s Subsea Rare Earth Vulnerability

The Columbia-class ballistic missile submarine is the next generation of American nuclear deterrence. Twelve of these boats will replace the aging Ohio-class fleet, entering service over the 2030s and 2040s, each carrying 16 Trident IIs and driven by a ghost-quiet electric motor that renders them acoustically invisible to any adversary. What makes all of that possible — the propulsion, the stealth, the strike precision — depends almost entirely on rare earths refined in China. This is perhaps the Navy’s most consequential and least discussed vulnerability.The dependency runs