VanEck Rare Earth/Strategic Metals ETF

REMX

Market cap $2.95B

VanEck's Ed Lopez used the Exchange 2026 conference in Las Vegas to highlight how AI infrastructure is reshaping investment opportunities across metals, energy, and emerging markets. Key Takeaways: VanEck's REMX was named Thematic ETF of the Year for AI infrastructure and defense exposure.

Lithium may dominate the headlines, but it's no longer the most interesting story in critical minerals. A quieter rally is building—one driven by AI demand, defense needs, and tightening supply.

Rare-earth metals are vital to modern technology and, thus, vital for the world. VanEck Rare Earth and Strategic Metals ETF provides a diversified portfolio of rare-earth stocks with one investment.

The VanEck Rare Earth & Strategic Metals ETF (REMX) offers broad exposure to strategic metals critical for defense, tech, and electrification supply chains. REMX is highly sensitive to geopolitical events, particularly US-China relations and rare earth export controls, driving extreme volatility and rapid price swings. China remains the dominant supplier of refined rare earths, with Western miners only beginning to scale, making supply shocks and policy changes the key price drivers.

Why should oil and gas companies drill? Prices have been — and still are — too low for them to bother.

Japan's $36B U.S. investment targets energy, exports and minerals. ETFs like XLE could ride the industrial boost from this landmark pledge.

NEW YORK--(BUSINESS WIRE)--VanEck is today celebrating a number of wins in the 2026 With Intelligence Mutual Fund & ETF Awards.

VanEck Rare Earth and Strategic Metals ETF is downgraded to Hold due to high valuations and a surprisingly small global rare earths market. REMX's portfolio trades at a P/E of 32.16 and P/S of 3.25, well above mineral industry averages, despite rare earths' critical importance. Geopolitical tailwinds and rising rare earth prices have fueled strong performance, but potential U.S. stockpiles and diversification could deflate valuations long-term.

Trump's $12B Project Vault to stockpile rare earths lifts MP Materials and brings critical minerals and clean energy ETFs into focus.

Someone asked me the other day, “What are the hot themes for the new year?”  To start the year, we have seen some pretty impressive outsized performance from several key investment themes.