Geopolitics Alpha

Texas startup awarded DoD contract for scandium recovery

Published . Updated .

The contract, Supra said, will bolster its recovery of rare earth elements from North American industrial byproducts.

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • XLI Industrial Select Sector SPDR

    A fund of industrial companies

  • CAT Caterpillar

    A large machinery maker

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
XLI———————
CAT———————
AMD———————
AMAT———————
LRCX———————
SMH———————

The contract, Supra said, will bolster its recovery of rare earth elements from North American industrial byproducts.

Source: Mining.com

Hecla Mining (HL) compared with technology stocks (XLK) since 30 Sep 2026

Since the first closing price after “Texas startup awarded DoD contract for scandium recovery,” Hecla Mining (HL) is -11.50%. The S&P 500 fund (SPY) is +0.33% over the same days, a -11.83% difference versus the market. technology stocks (XLK) is +1.58%, a -13.09% difference versus that group of stocks.

HL
SPY
XLK

Who is named in “Texas startup awarded DoD contract for scandium recovery”

Companies mentioned with this story

  • HL Hecla Mining

    In “Texas startup awarded DoD contract for scandium recovery,” Hecla Mining (HL) is linked, with no stored direction, medium confidence. Reason on file: GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • MP MP Materials Corp. / DE

    In “Texas startup awarded DoD contract for scandium recovery,” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: GA selected MP as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • RYAM Rayonier Advanced Materials

    For “Texas startup awarded DoD contract for scandium recovery,” Rayonier Advanced Materials (RYAM) is linked, with no stored direction, medium confidence. Reason on file: GA selected RYAM as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • USAR USA Rare Earth

    In “Texas startup awarded DoD contract for scandium recovery,” USA Rare Earth (USAR) is linked, with no stored direction, medium confidence. Reason on file: GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ARIS Aris Mining

    For “Texas startup awarded DoD contract for scandium recovery,” Aris Mining (ARIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARIS as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATCX Atlas Critical Minerals

    For “Texas startup awarded DoD contract for scandium recovery,” Atlas Critical Minerals (ATCX) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATCX as a RELATED security because its canonical security name directly matches this event's themes: critical minerals. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Texas startup awarded DoD contract for scandium recovery” reaches Hecla Mining (HL)

Hecla Mining (HL) is the company in “Texas startup awarded DoD contract for scandium recovery,” the 30 Sep 2026 Semiconductors story.

For Hecla Mining (HL), the reason on file says GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, MP Materials Corp. / DE (MP), is listed for a different reason: GA selected MP as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Hecla Mining (HL)

HL traded between 14.65 and 19.29 across 20 sessions. The latest close on file is 15.04. MP traded between 38.61 and 51.35 across 20 sessions. The latest close on file is 38.97. RYAM traded between 6.57 and 9.40 across 20 sessions. The latest close on file is 6.88.

A simple score for Hecla Mining (HL)

46 out of 100

“Texas startup awarded DoD contract for scandium recovery” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.