The Pentagon's Rare Earth Deadline Is Almost Here. Is Anyone Ready

Directly affected

• No company is named in this report.

Indirectly affected

• REMX VanEck Rare Earth and Strategic Metals ETF-24.2% 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-3.2% 30d

  iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “pentagon” (defense) in this story.

• LMT Lockheed Martin+19.1% 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+1.1% 7d

  Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story.

• NOC Northrop Grumman+7.8% 30d

  Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story.

• MP MP Materials-23.8% 30d

  MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.

• GD General Dynamics-0.4% 30d

  General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “pentagon” (defense) in this story.

• USAR USA Rare Earth-42.3% 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

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.