Defense Industrial Base Under Strain: Reports say Trump is weighing diplomacy over further Iran strikes as Democrats warn the U.S. is losing the war and munitions replenishment lags, while another story highlights how Patriot and ATACMS production timelines strain the arsenal. Ukraine Air-Defense Friction: Trump reportedly rejected Zelensky’s request for hundreds of Patriot missiles, citing U.S. shortages and concerns about local production and sensitive technology. Battery Materials Scaling in the U.S.: Sylvatex and OneJoon announced a commercialization partnership aimed at scaling domestic, precursor-free cathode materials for LFP and next-gen chemistries. Critical Minerals Race: Analysis frames minerals as a new form of covert warfare in the U.S.-China rivalry, underscoring how control of processing and refining shapes manufacturing capacity. Trade Policy Hit to Midwest Manufacturing: A new study says last year’s tariffs cost the average Indiana household $2,600 and effectively cut thousands of manufacturing jobs, with similar impacts across key industrial states. Supply Chain Realignment Watch: Reuters reports Shein is shrinking its Vietnam warehouse footprint after tariff shocks, a reminder how quickly cross-border logistics bets can unwind. Industrial Growth Signals: Construction demand is returning, but manufacturers are urged to plan capacity and logistics ahead of project-driven spikes. Battery Logistics Expansion: Hansol Logistics is launching battery cell logistics services in the U.S., building on a Kokomo hub to support returnable packaging and tracking for cell makers.