VanEck Rare Earth/Strategic Metals ETF

REMX

Market cap $1.5B

REMX jumps as global demand for rare earths surges and investors eye Arctic resources amid rising geopolitical interest.

Top ETFs that soared last week despite market swings included shipping (BWET), lithium miners (LITP), crypto bear (REKT), biotech (BBC) and rare earths (REMX).

Wall Street excels at creating catch phrases. The latest one is the “debasement trade.

A rush for critical minerals is underway, the backbone of electric vehicles, batteries and clean energy systems, with two U.S.-listed ETFs positioned in the center of it all: the VanEck Rare Earth And Strategic Metals ETF (NYSE:REMX) which is up more than 7% in the past month, and the Amplify Lithium & Battery Technology ETF (NYSE:BATT), which has gained 6% in the past month.

You don't need to scour the ends of the globe to invest in rare earth minerals. ETFs can do the hard work for you.

The long-term supply-demand picture should be favorable for critical minerals and rare-earth elements, which should help boost stock prices of select companies. Mining stocks are particularly risky due to the very high cost and long process of developing and expanding mines.

Critical minerals and rare earths are in focus as China tightens export controls, creating strategic risks and investment opportunities for Western supply chains. UCore Rare Metals (UURAF), Critical Metals Corp (CRML), USA Rare Earth (USAR), and Lynas Rare Earths (LYSCF) are highlighted as top picks poised to benefit from Western decoupling and potential DoD support. Broad exposure via ETFs like REMX or SETM is recommended for most investors, but selective stock picking in this sector could yield outsized returns.

REMX hits 52-week high, soaring 136% from its low as China export curbs spark U.S.-China tensions -- momentum could keep the rare metals ETF rising.

Rare earth and lithium ETFs surged as U.S.-China trade tensions flared. ILIT, REMX, LITP and SETM jumped by double digits on Oct. 13, 2025 amid China's export curbs.

VanEck Rare Earth and Strategic Metals ETF is poised for a continued rally, driven by structural industry changes and government support. REMX benefits from U.S. policy shifts, falling interest rates, and geopolitical tensions with China, creating favorable conditions for rare earth miners. Government investments and price floors, particularly for companies like MP Materials, provide downside protection and market distortion advantages for REMX.