- (1:00) - What Are Rare Earth Materials That Investors Should Know About
- (8:30) - How Did China Create A Monopoly For Rare Earth Materials?
- (13:40) - What Are Other Countries Doing To Strengthen their Supply Chains?
- (18:35) - VanEck Rare Earth and Strategic Metals ETF: REMX
- (24:00) - Where Should Investors Be Looking To Buy Right Now?
- (28:40) - Episode Roundup: GDX, GDXJ, SMH, NLR
- [email protected]
In this episode of ETF Spotlight, I speak with Brandon Rakszawski, Director of Product Management at VanEck, about rare earths, which have become a new battleground in the trade war with China.
Rare earths, a group of 17 metallic elements, are actually quite common in the Earth’s crust, but their extraction and refining are costly, complex, and harmful to the environment.
Because of their optical, magnetic, and electrical properties, these minerals have become critical inputs across many sectors, including defense, clean technology, smartphones, and data centers.
China currently controls about 90% of global rare earth production and the refining of rare and other strategic metals. Given the importance of these materials and China’s dominance, many nations are working to build alternative supply chains, though such efforts will likely take years to meaningfully reduce dependence on China.
The VanEck Rare Earth and Strategic Metals ETF REMX invests in companies involved in the production, refining, and recycling of rare earth and strategic metals and minerals. It has surged almost 80% year to date.
Its top holding, MP Materials MP, recently received a $400 million equity investment from the Department of Defense, making the government its largest shareholder. Apple (AAPL) also signed a $500 million deal to purchase rare earth minerals from MP Materials.
Brandon is also bullish on areas such as nuclear energy and semiconductors. Investors may want to take a look at the VanEck Semiconductor ETF (SMH) and the VanEck Uranium and Nuclear ETF (NLR).
Tune in to the podcast to learn more. Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email [email protected]. In this episode of ETF Spotlight, I speak with Brandon Rakszawski, Director of Product Management at
VanEck, about rare earths, which have become a new battleground in the trade war with China.
Rare earths, a group of 17 metallic elements, are actually quite common in the Earth’s crust, but their
extraction and refining are costly, complex, and harmful to the environment.
Because of their optical, magnetic, and electrical properties, these minerals have become critical inputs
across many sectors, including defense, clean technology, smartphones, and data centers.
China currently controls about 90% of global rare earth production and the refining of rare and other
strategic metals. Given the importance of these materials and China’s dominance, many nations are
working to build alternative supply chains, though such efforts will likely take years to meaningfully reduce
dependence on China.
The VanEck Rare Earth and Strategic Metals ETF (REMX) invests in companies involved in the
production, refining, and recycling of rare earth and strategic metals and minerals. It has surged almost
80% year to date.
Its top holding, MP Materials (MP), recently received a $400 million equity investment from the
Department of Defense, making the government its largest shareholder. Apple (AAPL) also signed a $500
million deal to purchase rare earth minerals from MP Materials.
Brandon is also bullish on areas such as nuclear energy and semiconductors. Investors may want to take
a look at the VanEck Semiconductor ETF (SMH) and the VanEck Uranium and Nuclear ETF (NLR).
Tune in to the podcast to learn more. Make sure to be on the lookout for the next edition of ETF Spotlight!
In this episode of ETF Spotlight, I speak with Brandon Rakszawski, Director of Product Management at
VanEck, about rare earths, which have become a new battleground in the trade war with China.
Rare earths, a group of 17 metallic elements, are actually quite common in the Earth’s crust, but their
extraction and refining are costly, complex, and harmful to the environment.
Because of their optical, magnetic, and electrical properties, these minerals have become critical inputs
across many sectors, including defense, clean technology, smartphones, and data centers.
China currently controls about 90% of global rare earth production and the refining of rare and other
strategic metals. Given the importance of these materials and China’s dominance, many nations are
working to build alternative supply chains, though such efforts will likely take years to meaningfully reduce
dependence on China.
The VanEck Rare Earth and Strategic Metals ETF (REMX) invests in companies involved in the
production, refining, and recycling of rare earth and strategic metals and minerals. It has surged almost
80% year to date.
Its top holding, MP Materials (MP), recently received a $400 million equity investment from the
Department of Defense, making the government its largest shareholder. Apple (AAPL) also signed a $500
million deal to purchase rare earth minerals from MP Materials.
Brandon is also bullish on areas such as nuclear energy and semiconductors. Investors may want to take
a look at the VanEck Semiconductor ETF (SMH) and the VanEck Uranium and Nuclear ETF (NLR).
Tune in to the podcast to learn more. Make sure to be on the lookout for the next edition of ETF Spotlight!
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Apple Inc. (AAPL): Free Stock Analysis Report MP Materials Corp. (MP): Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports VanEck Uranium and Nuclear ETF (NLR): ETF Research Reports VanEck Rare Earth/Strategic Me (REMX): ETF Research ReportsThis article originally published on Zacks Investment Research (zacks.com).
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