ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics
Published . Updated .
ReMA warns US export authorisation requirements for black mass and tungsten could widen under national security rationale, with BIR delegates hearing trade restrictions increasingly stem from supply chain security concerns.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- NVDA Nvidia-9.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- UPS United Parcel Service+5.7% 17d
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SMH | +9.78% | +10.54% | base | after close | after close | after close | after close |
| SOXXNo price data for this ticker | — | — | — | — | — | — | — |
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| ASML | +7.56% | +10.20% | base | after close | after close | after close | after close |
| NVDA | +7.75% | +5.68% | base | after close | after close | after close | after close |
| TSM | +9.59% | +8.27% | base | after close | after close | after close | after close |
| AVGO | +6.21% | +7.02% | base | after close | after close | after close | after close |
| UPSNo price data for this ticker | — | — | — | — | — | — | — |
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.
Market Call
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ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics IndexBox
Source: IndexBox
The price since 2 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | +10.20% | final price |
| Asml Holding (ASML) | five days earlier | +7.56% | final price |
| Broadcom (AVGO) | three days earlier | +7.02% | final price |
| Broadcom (AVGO) | five days earlier | +6.21% | final price |
| Nvidia (NVDA) | three days earlier | +5.68% | final price |
| Nvidia (NVDA) | five days earlier | +7.75% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +10.54% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.78% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +8.27% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +9.59% | final price |
Congressional trades in the stocks in this story
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 10 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 32 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 24 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 41 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 69 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 47 days before publication. Filed 12 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).
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies mentioned with this story
- SMH Vaneck Etf Trust
In “ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
- SOXX Ishares Tr
In “ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
- ASML Asml Holding
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics.” Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
- TSM Taiwan Semiconductor Manufacturing
For “ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
- AVGO Broadcom
For “ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
Vaneck Etf Trust (SMH)
“ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics” (2 Nov 2026) reaches Vaneck Etf Trust (SMH) through this story.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
Dates in the story, and the Vaneck Etf Trust (SMH) price range
ASML traded between 1583.71 and 1868.68 across 13 sessions. The latest close on file is 1590.17. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100
“ReMA Warns US Export Controls on Black Mass and Tungsten Are Widening - News and Statistics” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.