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VanEck Rare Earth and Strategic Metals ETFVanEck Rare Earth and Strategic Metals ETFVanEck Rare Earth and Strategic Metals ETF

VanEck Rare Earth and Strategic Metals ETF

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Rare Earth UpdateTo provide an update on why I went long Rare Earth. I noticed the after hours move up on MP materials, at 20% increase before market open which quickly became a 50% move when trading started. This particular ETF holds MP Material as a major holding and it hadn't moved much as it should have. I posted a trade idea on Lynas, which went up the following day. The TA on this chart suggests the move up may have plenty of room to the upside. This is a highly cyclical ETF, as expected from any mining related asset. There's periods of huge drawdowns followed by sharp moves to the upside. We have broken out of the downtrend, we have held the POC as support and bullish volume suggests the move is not a fakeout. Zooming out, I see a giant inverse head and shoulders pattern. You can also see the RSI downtrend has been broken. Not financial advice, congratulations to anyone who took the trade on this with me. I have moved my stop loss to break even, if price breaks below I will get stopped out with no loss. Not financial advice, do what's best for you.
AMEX:REMXLong
by NoFOMO_
2
Can China Weaponize the Elements We Need Most?China's dominance over rare earth element (REE) processing has transformed these strategic materials into a geopolitical weapon. While China controls approximately 69% of global mining, its true leverage lies in processing, where it commands over 90% of Global capacity and 92% of permanent magnet manufacturing. Beijing's 2025 export controls exploit this chokehold, requiring licenses for REE technologies used even outside China, effectively extending regulatory control over global supply chains. This "long-arm jurisdiction" threatens critical industries from semiconductor manufacturing to defense systems, with immediate impacts on companies like ASML facing shipment delays and US chipmakers scrambling to audit their supply chains. The strategic vulnerability runs deep through Western industrial capacity. A single F-35 fighter jet requires over 900 pounds of REEs, while Virginia-class submarines need 9,200 pounds. The discovery of Chinese-made components in US defense systems illustrates the security risk. Simultaneously, the electric vehicle revolution guarantees exponential demand growth. EV motor demand alone is projected to reach 43 kilotons in 2025, driven by the prevalence of permanent magnet synchronous motors that lock the global economy into persistent REE dependency. Western responses through the EU Critical Raw Materials Act and US strategic financing establish ambitious diversification targets, yet industry analysis reveals a harsh reality: concentration risk will persist through 2035. The EU aims for 40% domestic processing by 2030, but projections show the top three suppliers will maintain their stranglehold, effectively returning to 2020 concentration levels. This gap between political ambition and physical execution stems from formidable barriers environmental permitting challenges, massive capital requirements, and China's strategic shift from exporting raw materials to manufacturing high-value downstream products that capture maximum economic value. For investors, the VanEck Rare Earth/Strategic Metals ETF (REMX) operates as a direct proxy for geopolitical risk rather than traditional commodity exposure. Neodymium oxide prices, which plummeted from $209.30 per kilogram in January 2023 to $113.20 in January 2024, are projected to surge to $150.10 by October 2025 volatility driven not by physical scarcity but by regulatory announcements and supply chain weaponization. The investment thesis hinges on three pillars: China's processing monopoly converted into political leverage, exponential green technology demand establishing a robust price floor, and Western industrial policy guaranteeing long-term financing for diversification. Success will favor companies establishing verifiable, resilient supply chains in downstream processing and magnet manufacturing outside China, though the high costs of secure supply, including mandatory cybersecurity auditing and environmental compliance, ensure elevated prices for the foreseeable future.
AMEX:REMXLong
by UDIS_View
Long REMX (Rare Earth/Strategic Metals ETF)hi traders, 1. The chart shows REMX has experienced a significant downtrend since late 2021/early 2022, reaching levels last seen around 2020. 2. Entry Strategy (Green Box): The idea is to enter long positions as the price approaches or bounces from this established support area, anticipating a reversal or a significant rebound. 3. Stop-Loss ($30): A stop-loss is crucial to limit potential losses if the support level fails and the price continues to decline, invalidating the bullish thesis. 4. Price Targets (Purple Arrows and Red Lines): Target 1 (First Purple Arrow & Red Line): The first target is around $98.01. This level acted as significant resistance/support in the past (around mid-2022 and early 2021). Target 2 (Second Purple Arrow & Red Line): The second, more ambitious target is around $124.26 to $123.08. This represents a major resistance level from the 2021-2022 peaks. These targets are based on previous price action, aiming to capture a substantial portion of a potential recovery. The two targets allow for a tiered profit-taking strategy. * Summary of the Trading Idea: This trading idea is a long-term bullish bet on REMX, based on the assumption that the ETF is currently near a significant historical support level and is due for a substantial rebound. The strategy involves accumulating positions in the identified entry zone, setting a stop-loss below the key support, and aiming for two distinct profit targets corresponding to prior resistance levels. The time horizon for this trade appears to be medium to long-term, potentially extending into 2026-2028,
AMEX:REMXLong
by vf_investment
Trading Idea: Buying the VanEck Vectors Rare Earth/Strategic MetIntroduction The VanEck Vectors Rare Earth/Strategic Metals (REMX) ETF is a US-based fund focused on rare metals and strategic resources that play an important role in the development of high technologies. REMX repeats the performance of the MVIS Rare Earth/Strategic Metals index. The fund invests in various mining companies, most of whose assets are located in the United States, China and Australia. The Fund balances its assets quarterly and evaluates them based on the weighted average market capitalization. Justification of the purchase 1. The REMX ETF provides exposure to companies engaged in the extraction and processing of rare earth metals, as well as other strategic resources such as lithium, vanadium and cobalt. These materials are the main components for high-tech devices such as electric vehicles, batteries, renewable energy and electronics. The current value of the fund is $46. The price has decreased since 2022 from its maximum of $120 and is at its lowest values over the past 4 years, due to changes in prices for rare earth metals and geopolitical factors. However, the long-term outlook remains positive due to the expected growth in demand for these resources. 2. Increasing demand for rare metals This is facilitated by the transition to "green" technologies and the development of electric vehicles. For example, the global electric vehicle market is projected to grow by 17-18% annually over the next 5 years. Since rare earth elements are necessary for the production of electric vehicle engines, lithium batteries and generators for wind turbines, this provides the foundation for rising prices for rare earth resources and companies working in this field. Analysts expect that REMX may show an average annual growth in the range of 20% over a 2-3-year horizon. The growth of the fund's share prices will directly depend on the demand for rare earth metals and possible supply shortages caused by geopolitical instability, in particular in China, which is the main producer of these elements. 3. Diversification through REMX REMX includes a wide range of companies operating around the world, including China, the USA, Australia and Canada. Among them are both major players such as MP Materials and emerging companies, which provides diversified access to the rare metals sector. Diversification in the fund reduces investor risks associated with individual companies or countries. Risks 1. Dependence on China About 80% of the world's production of rare metals is concentrated in China, which creates a risk when the political or economic situation changes. Possible export restrictions from China may cause volatility in the rare metals market and, accordingly, in the REMX stock market. 2. Geopolitical risks Trade wars and sanctions can lead to supply problems, which will increase price volatility. For example, China's recent actions to restrict exports of rare earth elements used in military technology demonstrate the possible risks for investors in this sector. This may have a short-term negative impact on the value of the ETF. 3. Price volatility of metals The value of rare earth metals can be extremely volatile due to changes in supply and demand, which will also affect the fund's shares. Any sharp decrease in demand from major buyers, such as electronics or electric vehicle manufacturers, could negatively affect the price of the ETF. The prospects 1. Growing demand for electric vehicles and renewable energy The global electric vehicle market is expected to increase by more than 70% by 2030, which requires significant amounts of rare metals such as neodymium and praseodymium. Wind turbines and solar panels also require large volumes of these elements to generate energy, which supports long-term demand growth. 2. Long-term forecasts of price growth for rare earth metals Experts believe that prices for rare metals will steadily increase in the next few years, given their limited supply and critical importance for global technology chains. Combined with the efforts of Western countries to reduce dependence on Chinese supplies, this creates positive prospects for companies operating in this area, which will have a positive impact on the REMX ETF. Conclusion The purchase of the VanEck Vectors Rare Earth/Strategic Metals (REMX) ETF is an attractive investment idea for those who seek access to high-tech sectors and strategically important resources. Despite the existing risks associated with dependence on China and volatility in metal prices, the long-term growth prospects of the rare earth market, supported by the development of "green" technologies and electric vehicles, create conditions for an increase in the value of ETFs on the horizon of 2-3 years.
AMEX:REMXLong
by juliakhandoshko
RARE EARTHSHow strange do you feel today? Let's talk about rare earths. These types of elements of the periodic table are difficult to pronounce but at least easy to locate because they were in a little square outside. We will need them for chips, electric car batteries and capacitors. So after this great drop in the stock market these years ago, when they only bought FOMO, it's time to do an analysis and start placing purchase positions. This investment is long-term, let's say 7-10 years.
AMEX:REMXLong
by SGsauragestion
1
REMX Rare Metals ETFOn the 4H chart the price is rising above support and the recent bottom. On the MACD indicator, the lines have risen above the zero line and over the positive histogram. The moving average "Williams Alligator" combination shows divergence with the short period MA rising the fastest. On the volume indicator, high solid relative volume occurred as the price reached support and has been more or less increased compared with the moving mean ever since. The volume profile showed the highest volume at the support level and price has now crossed above and out of the high volume area. Fundamentally, rare earth metals are a necessary component to lithium batteries for EVs and everything else. China has a large number of rare earth mines and can manipulate the global markets in these minerals. I see this as an investment play until there are signs the uptrend has ended. I will take call option of $81 for the the 5/19 expiration and close early if REMX makes reversal signals. In the gold rush of 1849, those who made the most money were the sellers of shovels and picks. I believe there are parallels here with regard to EVs, and lithium and rare metals may yield great profits and the same for EV charging stations and battery technology. Eton Musk is looking to buy a lithium mine and put a processing plant in Austin TX. Seems among other things, he is a bit visionary with regard to lithium and money. see also the link below
AMEX:REMXLong
by AwesomeAvani
Chinese Rare Earth Elements (REE) MinersBull Case on Chinese REE Miners: Increasing domestic pressure to restrict REE exports from China. China accounts for 60% of the world's mining of REE, China also accounts for over 80% of the world's REE refining. Refining is environmentally intensive & damaging. The US & Australia are building out domestic supply chains, but unless they are willing to fight their own environmental regulations to refine what is mined, it still has to be sent to China. Increasing global demand + restricted supply chains = higher prices = greater profits for Chinese REE miners / refiners (tracked in REMX). China is bolstering its domestic semiconductor industry due to the restrictions from the US & West, which also require REE; Chinese domestic demand for REE is going to increase to support a domestic semiconductor foundry sector. Cup & Handle pattern noted.
AMEX:REMXLong
by MichaelGoldberg