Geopolitics Alpha

Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal

Published . Updated .

The Department of the Air Force (DAF) is issuing this notice to prepare a Supplemental Environmental Impact Statement (SEIS) to the Environmental Impact Statement for Sentinel (Ground Based Strategic Deterrent (GBSD) Program Deployment and Minuteman III Decommissioning and Disposal (2023 EIS) and the May 2023 Record of Decision (ROD) which documented DAF's decision regarding sequential replacement of all land- based Minuteman III (MMIII) intercontinental ballistic missiles (ICBM) in the United States with a technologically advanced Sentinel ICBM system on base at Francis Emroy Warren Air Force Base (AFB) (FE Warren) in Wyoming, Malmstrom AFB (Malmstrom) in Montana, and Minot AFB (Minot) in North Dakota and in the missile fields across five states. The SEIS will analyze potential environmental impacts associated with changes to the Proposed Action analyzed in the 2023 EIS. The "Sentinel Weapon System Program" ("Sentinel Program" from this point forward) addressed in the 2023 EIS and the May 2023 ROD was formerly known as the "GBSD." This SEIS is being prepared in accordance with the National Environmental Policy Act of 1969 (NEPA) (42 United States Code 4321 et seq.), as amended by the Fiscal Responsibility Act of 2023, the 2026 Department of War and the 2026 DAF NEPA Implementing Procedures. DAF is the lead agency for the Proposed Action. The Bureau of Indian Affairs, Bureau of Land Management, Bureau of Reclamation, U.S. Army Corps of Engineers, U.S. Forest Service, U.S. Fish and Wildlife Service, and U.S. Department of Agriculture Farm Service Agency will be invited to participate as Cooperating Agencies. DAF will consult with, and obtain the comments of, federally recognized Native American Tribes and federal agencies that have jurisdiction by law or special expertise related to the environmental analysis.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

  • AADX APPLIED AEROSPACE & DEFENSE IN

    GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CDP COPT DEFENSE PROPERTIES

    GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————
AADX———————
CDP———————

The Department of the Air Force (DAF) is issuing this notice to prepare a Supplemental Environmental Impact Statement (SEIS) to the Environmental Impact Statement for Sentinel (Ground Based Strategic Deterrent (GBSD) Program Deployment and…

Source: Federal Register

How far Applied Aerospace & Defense (AADX) has moved since 8 Oct 2026

Since the first closing price after “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal,” Applied Aerospace & Defense (AADX) is -5.58%. The S&P 500 fund (SPY) is -1.53% over the same days, a -4.05% difference versus the market.

AADX
SPY

Official trades in Applied Aerospace & Defense (AADX) around 8 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Taiwan Strait on the map for this story

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal.” The recent pace is rising.

Who gains and who pays if Taiwan Strait stays in the story

Companies carried with this story

  • AADX Applied Aerospace & Defense

    In “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal,” Applied Aerospace & Defense (AADX) is linked, with no stored direction, medium confidence. Reason on file: GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CDP Copt Defense Properties

    For “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal,” Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence. Reason on file: GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FLY Firefly Aerospace

    Firefly Aerospace (FLY) is linked, with no stored direction, medium confidence in the 8 Oct 2026 story “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal.” Reason on file: GA selected FLY as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GE General Electric

    In “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GA selected GE as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HWM Howmet Aerospace

    For “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal,” Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence. Reason on file: GA selected HWM as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KTOS Kratos Defense & Security Solutions

    For “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal,” Kratos Defense & Security Solutions (KTOS) is linked, with no stored direction, medium confidence. Reason on file: GA selected KTOS as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How a Taiwan Strait shock reaches Applied Aerospace & Defense (AADX)

Applied Aerospace & Defense (AADX) is the company in “Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal,” the 8 Oct 2026 Taiwan Strait story.

For Applied Aerospace & Defense (AADX), the reason on file says GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Copt Defense Properties (CDP) is here too. Its reason reads: GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Applied Aerospace & Defense (AADX), and the dates in the story

AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. CDP traded between 32.69 and 34.71 across 20 sessions. The latest close on file is 32.74. FLY traded between 15.98 and 25.58 across 20 sessions. The latest close on file is 16.64.

A simple score for Applied Aerospace & Defense (AADX)

54 out of 100

“Notice of Intent To Prepare a Supplemental Environmental Impact Statement for the Sentinel Deployment and Minuteman III Decommissioning and Disposal” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.