REMX: Big Policy Tailwinds, Bigger Volatility

2026-01-16 12:14:36 ET

Thesis

I wrote about the VanEck Rare Earth and Strategic Metals ETF ( REMX ) last year as a broad, educational tour of the fund, not a buy or sell call. REMX, at its core , is a pretty concentrated vehicle. It owns a narrow group of miners, refiners, and recycling companies spread across the globe, all tied in some way to rare earth elements and other materials. The fund is meant to follow the MVIS Global Rare Earth Strategic Metals Index. While that name sounds precise and technical, the companies behind it are real businesses. Many of them operate in politically unstable regions, have inconsistent profitability, and often need many years to develop before generating results....

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