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This is a presale order. The report is being finished now and is delivered by email on Friday, November 20, 2026 at 7:00am ET. You pay the presale price today and get the full report and data file on launch day.
Key Terrain No. 1 maps 17 defense-critical minerals stage by stage against the DFARS sourcing rules that take effect January 1, 2027, and names the allied suppliers who can pass the new test.
License: up to five named readers at one company
Format: PDF, about 150 pages, plus the Excel data file
Includes one Q&A call with Justin, scheduled after delivery
Presale price $2,395 through December 4, then $2,995
Full refund any time before delivery, or within 14 days after it
After checkout, reply to the confirmation email with each reader's name and email so we can deliver to all of them. Paying by invoice or purchase order? Email [email protected] and we will send one. Pro members get 40% off full price with the member code in the Pro Hub, entered at checkout.
Full details: tots.nerdrums.com/critical-minerals
INDEPENDENT ANALYSIS
Written by Justin Nerdrum, a Marine Corps veteran and defense market analyst, and checked against primary sources. Companies named in a report can buy it like anyone else, and coverage is never for sale.