9/30/2025, 7:07:12 PM | China | United States | Australia | India
Aerospace
REMX provides concentrated rare‑earth and strategic metals exposure, with performance tied to policy moves, Chinese exports, and supply‑chain risks.
VanEck Rare Earth and Strategic Metals ETF (REMX) traded at $65.40, down 0.21% at 3:04 PM on 09/30/25. REMX seeks to replicate the MVIS Global Rare Earth/Strategic Metals Index, typically investing at least 80% of assets in benchmark securities; the fund concentrates in materials, metals and mining companies and is non-diversified. Market dynamics are driven by policy and supply developments: reports the U.S. administration is considering equity stakes and price support for critical‑minerals projects, talk of tariffs on China, a $1 billion Energy Department funding initiative, and shifting Chinese export curbs. Australia and India are advancing downstream processing plans while disruptions in Ukraine and Myanmar add geopolitical risk. Analysts also highlight ETF‑level characteristics — notable lithium exposure within the portfolio, recent technical downgrades at critical chart levels, seasonality signals, and commentary about a potential bottom or breakout. For semi‑technical investors, REMX offers targeted exposure to strategic metals but remains sensitive to policy announcements, Chinese export behavior, and ongoing supply‑chain diversification efforts.