REMX VanEck Rare Earth/Strategic Metals ETF Loading... : Bullish and Bearish Analyst Opinions
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15:50
Sep 03
Sep 03
Rare earths and magnets attractive.
Upstream material production for the electric grid and energy hardware, including rare earth element refining, mining, and magnet production, is an attractive opportunity as new energy and grid equipment scales.
MED
21:00
Sep 02
Sep 02
China controls rare earth processing.
Rare earth processing is costly, polluting and dominated by China, making it a strategic weapon. China has already used rare earth restrictions in the recent past, and some US factories cannot produce vehicles, aircraft and other items without these materials.
MED
18:04
Sep 02
Sep 02
Own hard assets for pricing power.
Hard assets and commodities have pricing power and hedge goods inflation, tariffs, wars, security of supply, and recurring supply shocks; the portfolio is overweight gold, gold miners, uranium, rare earths, pipelines/energy infrastructure, and base metals.
HIGH
17:11
Sep 02
Sep 02
Rare earths are strategic decoupling beneficiaries
Lutnick says critical minerals and rare earths are a key way for the United States to separate from China because China is weaponizing them against the US economy; domestic rare earth and magnet companies are strategically important.
LOW
10:07
Aug 29
Aug 29
Commodity supercycle supports Africa's critical minerals.
Yvonne links the commodity supercycle and growing recognition of Africa's critical minerals to stronger African economies and expects more development and more African companies coming to debt and equity capital markets.
MED
07:30
Aug 29
Aug 29
Substrates and materials better than Samsung/SK Hynix.
For new investment, Korean semiconductor substrate and materials names are more attractive than Samsung Electronics and SK Hynix because the semiconductor trade is shifting from P, price, to Q, volume. As advanced packaging and HBM volume ramps, substrate and materials earnings growth can accelerate next year even as headline semiconductor earnings growth slows from this year's extremely high pace.
HIGH
20:35
Aug 27
Aug 27
Trump spares Canadian energy and minerals
Trump is unlikely to target Canadian critical minerals or fuel because those imports are too important to the US economy. Oil is one of the largest US imports from Canada, and he does not want to dabble with it, so tariff escalation will likely spare Canadian energy and critical minerals.
MED
21:11
Aug 25
Aug 25
Rare earths critical for defense supply chain
Defense microelectronics depend on rare earths, and the economics alone do not support trusted sourcing outside China. The U.S. government must use policy, regulation, subsidies and financing to build a secure rare earth supply chain; this will become mission-critical for the defense industry.
MED
20:00
Aug 25
Aug 25
Rare earth metals have government policy support
Rare earth metals have a narrative today because China has had them, the U.S. needs them, and there is a lot of government and policy support, making them attractive even though exact values are hard to determine.
MED
17:55
Aug 25
Aug 25
China may weaponize rare earths again.
China views rare earths as key leverage and could renew rare-earth export curbs if the US cracks down on Beijing over its support for Iran, even though both sides are working to renew the rare-earth truce. This creates an event-driven risk that rare earth supply gets restricted.
MED
16:35
Aug 25
Aug 25
Critical minerals demand aids Nova Scotia exports.
Nova Scotia is diversifying its export markets and sees global demand for critical minerals, which the province has, as a way to reduce reliance on U.S. trade.
LOW
23:30
Aug 24
Aug 24
US critical minerals independence investment case
China has threatened or taken action on critical minerals, and the US views critical minerals as a vital supply chain component where it must prepare to become independent.
MED
02:07
Aug 24
Aug 24
China may restrict rare earths
If the Treasury Secretary announces massive sanctions on China, China could retaliate by limiting critical minerals and rare earths exported to the United States. That would have a significant impact on US inflation and is a key event-driven supply risk to monitor.
LOW
14:46
Aug 23
Aug 23
China retaliation could squeeze rare earths.
She outlines a scenario where new US sanctions on China could trigger Chinese retaliation that limits critical minerals and rare earths to the US, creating a policy-driven supply and inflation risk in those commodities.
LOW
20:00
Aug 21
Aug 21
Rare earth opportunities exist but cyclical.
Wellum sees opportunities in rare earths for knowledgeable investors, but says they are cyclical because there is no shortage. China has dominated supply, and as western development and processing accelerate, prices are likely to become more moderate, making opportunities come and go.
MED
19:11
Aug 21
Aug 21
China's rare earth leverage constrains US.
China has shown it will use rare earths and critical minerals as leverage, which she says helped force the US to pull back from very high Chinese tariffs last year and still constrains the administration despite US domestic and allied efforts; rare earth policy remains a strategic watch.
MED
16:25
Aug 21
Aug 21
US processing bottleneck keeps supply tight.
The US is still years away from breaking China's grip on key rare-earth metals because processing capacity, not mining, is the biggest hurdle. Western strategic reserves of gallium, terbium and hafnium could dwindle before new mines like Critical Metals' enter production, keeping the rare-earth supply setup tight and China-dependent.
MED
19:09
Aug 20
Aug 20
China rare-earth export controls are event-driven leverage
Anna argues the US remains dependent on China for critical resources, and warnings about higher tariffs on Chinese purchases of Iranian crude make Chinese export controls on critical minerals and rare earths the key escalation lever to watch. She does not expect an immediate sharp increase in export controls unless US measures directly and severely target China's ability to compete.
MED
20:43
Aug 17
Aug 17
China rare earth leverage persists
China continues to hold leverage via its control of rare earths, and US efforts to reduce those dependencies are a multi-year play; this keeps rare earth supply as a strategic watchpoint in US-China negotiations.
MED
17:04
Aug 17
Aug 17
Geopolitics drive defense and sovereign supply chains.
A defense super cycle and geopolitical realignment will drive global defense spending. Governments will subsidize domestic production in critical sectors like rare earths, energy storage, and semiconductors to build sovereign supply chains.
HIGH
22:26
Aug 14
Aug 14
Commodity rotation from Fed money printing.
The major 2026 rotation is a commodity rotation: Fed reserve-management money printing boosted gold and silver stocks first, then rare earths and metal stocks, then energy stocks, and then semiconductors, with investors seeking commodity-like assets that can offset equity risk in a portfolio.
MED
20:00
Aug 14
Aug 14
Reshoring supports critical minerals and rare earths.
Deglobalization and national security are forcing the US and allies to reshore mining and processing of rare earths and critical minerals because the West is dangerously dependent on China. Military, technology, and industrial demand requires secure supplies, supporting the sector.
HIGH
17:58
Aug 14
Aug 14
Rare earths benefit from supply-chain security shift
Rare earths and critical materials are becoming more strategically important because China controls 90-95% of refining and a majority of materials. Countries and companies are shifting toward friend-shoring and on-shoring supply chains, supporting rare earth producers.
HIGH
17:24
Aug 14
Aug 14
Commodity rotation: metals, energy, semiconductors.
Wilson says gold has been in a 25-year bull market and is a good place to gravitate toward this year. He describes a Fed reserve-driven commodity rotation that began with gold and silver stocks taking off, then moved through rare earths and metal stocks, energy stocks, and semiconductors, reflecting demand for commodity-like assets to offset equity-like risk.
HIGH
16:28
Aug 14
Aug 14
Commodity imbalances favor uranium, copper, gold
There is a commodity supercycle driven by supply-demand imbalances: uranium is undersupplied versus nuclear demand, copper faces a similar imbalance, rare earths benefit from strategic competition, and gold and silver also benefit from supply-demand dynamics.
HIGH
20:00
Aug 12
Aug 12
Government funding supports critical minerals.
Governments in the United States, Canada, Australia, and Europe are showing much more interest in supporting critical metals/minerals, and public-sector money is flowing into private projects, which he views as a big encouragement for the sector.
MED
20:21
Aug 07
Aug 07
Critical minerals grant recipients: watch, no position
WATCH WWR, SRL (ASX), FEAM, and HREE as US critical-minerals grant recipients. Government funding supports downstream supply chains, but the author explicitly holds no position, so treat this as a policy beneficiary map, not a long.
MED
20:21
Aug 07
Aug 07
Critical minerals grant recipients: watch, no position
WATCH WWR, SRL (ASX), FEAM, and HREE as US critical-minerals grant recipients. Government funding supports downstream supply chains, but the author explicitly holds no position, so treat this as a policy beneficiary map, not a long.
MED
19:58
Aug 07
Aug 07
Mining CEO meeting signals broad U.S. strategic minerals support. REMX captures diversified critical minerals exposure if China ban impacts prices. REMX is a basket-style play on the critical minerals bull case. Commodity prices slump or geopolitical tensions ease, reducing the catalyst.
MED
20:33
Aug 06
Aug 06
Watch substrate makers on ABF strength
These high-end package-substrate names are on the positive side of Ajinomoto’s ABF read-through, but this is a research/beneficiary map rather than author-owned picks. Watch for utilization, mix, and order evidence.
MED
About REMX Analyst Coverage
Buzzberg tracks REMX (VanEck Rare Earth/Strategic Metals ETF) across 28 sources. 45 bullish vs 0 bearish calls from 68 analysts. Sentiment: predominantly bullish (53%). 85 total trade ideas tracked. Past 7 days: 6 bullish. Latest voices: Carly Anderson, Ricardo Geromel, David Rosenberg.