Defense programs, particularly shipbuilding, will experience high costs and delays if the administration's tariffs target crucial materials, analysts said.
Just 5 percent of the uranium the U.S. needs for military and electricity generation comes from domestic production. Russia and other countries supply the rest.
NATO defense ministers met Thursday in a fresh show of resolve against Russia and played down a series of festering trans-Atlantic disputes that threaten to undermine unity across the 29-nation military alliance.