No way is Anduril another version of Tesla however:
Our Silver and gold miners etc have been throwing out their tailings that contain critical minerals. ( dumb farks) No more. How long before we have our own as it is now a national imperative.
China better hurry up to still have that advantage
Anduril weapons work to perfection. Tesla is such crap that the U.S. military is using their brand new trucks that they found impossible to sell for target practice.
As a US defense contractor, Anduril has been actively working to eliminate direct reliance on Chinese-made components in its weapon systems. While the company claims to have removed all "direct spend from China" as of April 2025, like other defense firms, it likely still has indirect or hidden dependencies further down its supply chain.
Direct vs. indirect reliance
- Company policy: According to a report by the Bismarck Brief, Anduril stated it had eliminated all direct sourcing from China by April 2025.
- Industry-wide issue: Despite the company's efforts, indirect reliance on Chinese parts is a pervasive issue in the US defense industry. A 2025 report by the Government Accountability Office (GAO) found that many US weapon systems and their parts depend on materials sourced and processed in China, particularly critical minerals for electronics and batteries.
- Supplier tiers: Research shows that Chinese-made components become more common further down the supply chain. While Tier 1 suppliers (those directly contracted by Anduril) might be primarily US-based, lower-tier suppliers could still be sourcing materials from Chinese companies.
Commercial components and supply chain tension
Anduril has a strategy of using "off-the-shelf" commercial components to lower costs and speed up production. However, this approach can create tension with the goal of reducing reliance on China.
- Market dominance: Many inexpensive, commercially available parts, especially for drones, are made in China by companies like DJI. Sourcing components from Chinese manufacturers is often cheaper than sourcing domestic alternatives.
- Production cost vs. sourcing risk: Anduril's goal of reducing weapon costs while decreasing reliance on China creates a fundamental tension, as US-made parts are typically more expensive.
Mitigation efforts and industry trends
To reduce supply chain risk, Anduril and the broader US defense industry have been taking several steps:
- White-listed suppliers: Anduril's drones are on a "Blue List" maintained by the Defense Innovation Unit, certifying them as free of specific Chinese-made components like cameras and flight controllers.
- Supply chain diversification: Anduril has invested in new domestic manufacturing capabilities, such as becoming a US supplier of solid rocket motors and partnering with other American companies like Hadrian to build components faster and cheaper.
- International cooperation: Anduril has been actively engaging with non-Chinese partners. In August 2025, for example, the company announced a collaboration with Taiwanese commercial partners and a local defense institute.
Anduril’s Plan to Modernize the U.S. Military - Bismarck Brief
May 7, 2025 — Anduril is on the whitelist maintained by the Defense Innovation Unit that says its drones are free of a specific list of Chinese-made components like cameras, ...
US Drone Makers Struggle To Break Free From Chinese Parts ...
Apr 16, 2025 — Pentagon Bureaucracy and Market Barriers The Pentagon's Defense Innovation Unit (DIU) oversees a “Blue List” of drones approved for military use, requiring them...
Anduril Industries, Inc. - Supply Chain Analysis - ark.ai
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