Outside-in estimates of how prepared major defense suppliers appear to be to identify, reduce, and monitor critical-material supply-chain risk. Based on publicly available information — 10-Ks, DPA Title III awards, USGS critical-materials data, public press releases.
Each bubble is a company. Position shows how visible their supply chain is (X) and how ready they are with alternative sources (Y). Bubble size = overall readiness. Vertical bands mark the four maturity stages.