Resilinc Special Report

Aerospace Supply Chains: National Defense Authorization Act (NDAA) and Geopolitical Challenges

This report examines the evolving challenges in aerospace supply chains, with a specific focus on compliance with the National Defense Authorization Act (NDAA) FY2025 and the geopolitical factors influencing the industry. It explores how tariffs, export bans, and material shortages impact critical aerospace supply chains and operations. The report provides a comprehensive outlook and actionable strategies for aerospace SCRM risk mitigation, including compliance adherence, supplier diversification, nearshoring, and the use of advanced digital tools, to help aerospace companies adapt to shifting trade policies and ensure long-term competitiveness.
Key Insights:
  • The NDAA FY2025 introduces new regulatory frameworks that demand increased transparency and domestic sourcing to strengthen aerospace supply chain security
  • Export restrictions on critical minerals like gallium and germanium create vulnerabilities in the defense supply chain, highlighting geopolitical risks
  • Increased tariffs on key materials aim to bolster domestic production but also raise costs for defense contractors, impacting budgets and timelines