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I don't think the government will let them under deliver. Over charge? Definitely. But they'll deliver. The cost will be paid in the environmental impact that the US will do absolutely nothing to mitigate.
I mean, it's not like the US government didn't know about the rare earth metals vulnerability up until now. There must be some reason why even after all this time, they haven't managed to fix this supply chain issue. And as far as I am aware, REMs are used for many civilian applications as well, and the US military could probably manage for a while if the civilian sector took the brunt of the damage.
And there is also the fact that utilization of REMs could be reduced by the military if they stopped forcing every single missile and plane to be some boutique artifact that people will find buried in the post-irradiation ruins of the US a 1000 years from now and wonder if these were ritual tools used for worshiping the gods.
Who'll win?