Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold
Published . Updated .
Key takeaways
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This report is about rare earths and defense.
Directly affected
- No company is named in this report.
Indirectly affected
- REMX VanEck Rare Earth and Strategic Metals ETF-29.0% 30d
VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+0.3% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “pentagon” (defense) in this story.
- FXI iShares China Large-Cap ETF-5.1% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- MP MP Materials-24.9% 30d
MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- LMT Lockheed Martin+23.1% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story.
- RTX Rtx+4.8% 10d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story.
- NOC Northrop Grumman+8.9% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story.
- USAR USA Rare Earth-47.9% 30d
USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| REMX | +9.13% | +0.30% | base | after close | after close | after close | after close |
| ITA | -4.02% | -3.08% | base | after close | after close | after close | after close |
| FXI | -2.21% | -0.21% | base | after close | after close | after close | after close |
| MP | +8.48% | +4.52% | base | after close | after close | after close | after close |
| LMT | -1.51% | -0.41% | base | after close | after close | after close | after close |
| RTX | -3.80% | -1.96% | base | after close | after close | after close | after close |
| NOC | +0.45% | +1.37% | base | after close | after close | after close | after close |
| USAR | +20.44% | +10.51% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold Crude Oil Prices Today | OilPrice.com
How far Vaneck Rare Earth And Strategic Metals Etf (REMX) has moved since 4 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Ishares China Large-Cap Etf (FXI) | three days earlier | -0.21% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -2.21% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -3.08% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -4.02% | final price |
| Lockheed Martin (LMT) | three days earlier | -0.41% | final price |
| Lockheed Martin (LMT) | five days earlier | -1.51% | final price |
| MP Materials Corp. / DE (MP) | three days earlier | +4.52% | final price |
| MP Materials Corp. / DE (MP) | five days earlier | +8.48% | final price |
| Northrop Grumman (NOC) | three days earlier | +1.37% | final price |
| Northrop Grumman (NOC) | five days earlier | +0.45% | final price |
| Vaneck Rare Earth And Strategic Metals Etf (REMX) | three days earlier | +0.30% | final price |
| Vaneck Rare Earth And Strategic Metals Etf (REMX) | five days earlier | +9.13% | final price |
| Rtx (RTX) | three days earlier | -1.96% | final price |
| Rtx (RTX) | five days earlier | -3.80% | final price |
| USA Rare Earth (USAR) | three days earlier | +10.51% | final price |
| USA Rare Earth (USAR) | five days earlier | +20.44% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought MP Materials Corp. / DE (MP), worth $1,001 - $15,000 on 10 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 48 days before publication. Filed 13 Oct 2026. View the filing.
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).
Vaneck Rare Earth And Strategic Metals Etf (REMX) on one side of this energy story
Companies tied to this story
- REMX Vaneck Rare Earth And Strategic Metals Etf
In “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold,” Vaneck Rare Earth And Strategic Metals Etf (REMX) is linked, with no stored direction, medium confidence. Reason on file: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “pentagon” (defense) in this story
- FXI Ishares China Large-Cap Etf
Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- MP MP Materials Corp. / DE
In “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold,” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
- USAR USA Rare Earth
USA Rare Earth (USAR) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold.” Reason on file: USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
- LMT Lockheed Martin
Lockheed Martin (LMT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold.” Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story
- RTX Rtx
Rtx (RTX) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold.” Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story
- NOC Northrop Grumman
Northrop Grumman (NOC) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold.” Reason on file: Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story
Vaneck Rare Earth And Strategic Metals Etf (REMX) and the energy link
The 4 Nov 2026 story “Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold” names Vaneck Rare Earth And Strategic Metals Etf (REMX) because of Energy.
What ties Vaneck Rare Earth And Strategic Metals Etf (REMX) to the headline is this: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story
Also listed, IShares U.S. Aerospace & Defense ETF (ITA): iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “pentagon” (defense) in this story
What this energy story puts on the calendar
FXI traded between 32.14 and 34.36 across 20 sessions. The latest close on file is 33.21. ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 214.70. REMX traded between 49.38 and 64.22 across 20 sessions. The latest close on file is 50.38.
A simple score for Vaneck Rare Earth And Strategic Metals Etf (REMX)
46 out of 100
“Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.