Possible scenario
US Supply Response
17% Chance
Washington responds by accelerating Defense Production Act funding, loan guarantees and offtake agreements for domestic and allied rare-earth processing. This does not solve near-term supply dependence, but it supports US and Australian rare-earth developers.
Secondary impacts
- Non-Energy Materials +1.9%
- Industrials +0.5%
- Consumer Cyclicals +0.2%
Tickers
- MP+3.4%
- EFR+1.5%
- GMM.USD+0.3%
- +0.2%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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