VanEck Rare Earth/Strategic Metals ETF

REMX

時価総額 $15.6億

United States Antimony (NYSE:UAMY) stock is up 8% midday Wednesday to $5.63 after the board authorized a share repurchase program of up to $100 million.

The critical-minerals theme has a compelling strategic foundation, but strategic importance doesn't automatically translate into attractive stock returns.

The United States is finally starting to dig itself out of a rare earth metals hole it spent decades digging. The effort got a boost on July 29, when Energy Fuels announced that construction has begun on a commercial-scale expansion at its White Mesa Mill in Utah.

The Sprott Rare Earth ETF (NASDAQ:REXC) is what happens when a foreign policy problem gets packaged into a ticker.

The VanEck Rare Earth and Strategic Metals ETF offers diversified exposure to 38 global rare earth and strategic metals companies, with a strong China tilt. REMX exhibits high annualized volatility (~50%) and turnover, making it unsuitable for conservative investors who dislike churn. Intermediate-term headwinds include lithium market weakness, USD appreciation, and technical bearishness, despite a compelling long-term rare earths narrative.

It's not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:

China's October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later.

Recent research from the IMF says that bonds might not be a good way to diversify in case of a stock market downturn. Buying precious metals and rare-earth ETFs could add commodities to your portfolio.

America's rare earths problem is often framed as a mining problem.

Family offices poured more than $3 billion into tech, media, and telecom companies. But materials attracted the most capital—$4.8 billion.