REMX VanEck Rare Earth/Strategic Metals ETF Loading... : Bullish and Bearish Analyst Opinions
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22:00
Jul 15
Jul 15
Brazil has high-quality strategic rare earths.
Watch rare-earth exposure; video discusses Brazil/Goiás strategic rare-earth resources, but does not state an explicit REMX buy/hold/position or actionable bullish trade call.
MED
16:53
Jul 08
Jul 08
Critical minerals benefit from geopolitical tensions.
Geopolitical commodity warfare is accelerating, with export controls on critical materials like rare earths, tungsten, antimony, graphite, and gallium. These hard heavy metals are essential for modern supply chains and are seeing restricted supply. This environment creates upside for select companies in these spaces and deserves at least a small allocation.
MED
12:18
Jun 24
Jun 24
Rare earths and metals become next focus
Supply chains are the new domain of global leadership, and rare earths/critical minerals cannot be easily replaced like oil. Stockpiling focus is shifting toward rare earths and metals, making them the next major commodity opportunity.
LOW
06:47
Jun 23
Jun 23
Chinese rare earth stocks to continue outperforming.
China controls 80% of global rare earth production, providing strong bargaining power in trade negotiations. The US will take years to build alternative supply. Chinese rare earth names have been performing well and will continue to benefit from this competitive advantage.
MED
16:29
Jun 22
Jun 22
Monitor REMX as a rare earth proxy amid renewed US-China tensions; no explicit position stated.
MED
22:00
Jun 17
Jun 17
Rare earth stocks rise after the G7 announces a plan to reduce dependence on China for critical minerals.
18:16
Jun 17
Jun 17
US critical minerals will outperform
The United States is accelerating efforts to secure critical minerals and rare earth supply chains, and American companies in this space are poised for a big run.
MED
16:16
Jun 09
Jun 09
Critical minerals supercycle is historic.
Demand for critical minerals is historically strong and constructive, driven by global infrastructure buildout, supply security concerns, and a broad supercycle that surpasses the 2010-2014 iron ore boom. Vale sees tremendous demand across all critical minerals it produces.
HIGH
15:38
May 23
May 23
Rare earth metals outperform.
Rare earth metals will be the winning sector for the year. China has weaponized the periodic table, resource nationalism is rising, and the sector has already outperformed within mining. Scramble for supply and geopolitical tensions support further upside.
MED
03:03
May 21
May 21
Rare earths benefit from US-China rivalry
Rare earth elements are structurally in demand due to US-China rivalry and complex refining processes, and companies like MP Materials, which receives US government support, will benefit. The PLUS Global Rare Earth ETF and individual stocks like MP Materials are good long-term holdings with dividends.
HIGH
21:25
May 13
May 13
Brad Setser notes China's dominant refining share for heavy rare earths remains a strategic chokepoint despite lower mineral ownership.
HIGH
17:03
May 05
May 05
Bullish on critical minerals sector
The critical minerals sector is a fantastic investment opportunity due to accelerating demand from military restocking after recent conflicts, AI and defense needs, and the necessity to rebuild stockpiles, leading to scarcity and price appreciation. The west's dependence on Chinese processing and the crisis-like situation with export controls create a structural tailwind for pre-production equity in critical minerals.
MED
12:45
May 05
May 05
The article describes a multi-year government-backed secular theme across the rare earth supply chain; a diversified ETF like Global X Rare Earth/Strategic Metals ETF provides broad exposure to mining
The article describes a multi-year government-backed secular theme across the rare earth supply chain; a diversified ETF like Global X Rare Earth/Strategic Metals ETF provides broad exposure to mining and processing beneficiaries beyond the five named single-stock picks.
Risk: REMX includes non-U.S. companies and may not fully capture the policy-driven upside specific to the named U.S.-focused names.
00:22
Apr 28
Apr 28
Long REMX as a rare earth/strategic metals ETF, bought on dips as part of megatrend exposure during geopolitical turmoil.
HIGH
15:30
Apr 27
Apr 27
National security supports defense, energy, minerals.
National security priorities will continue to support demand in defense, energy, and critical minerals sectors, making them attractive investment areas amid rising protectionism and evolving alliances.
MED
03:12
Apr 27
Apr 27
Brad Setser notes Lynas's rare earth refinery in Malaysia historically produced only light rare earths while selling heavy ones to China for processing.
HIGH
12:52
Apr 20
Apr 20
Government floor prices support rare earths investment.
The US government's 15-year offtake agreement with floor prices for all four magnetic rare earths provides financial security and accelerates domestic production, making rare earths investment attractive due to reduced dependency on China.
HIGH
14:01
Apr 18
Apr 18
Diversify critical minerals supply chain.
The global economy's reliance on a single country for the mining and, more importantly, refining and processing of critical minerals is a major vulnerability; diversification of this supply chain is necessary.
MED
23:00
Apr 17
Apr 17
Bullish on non-Chinese critical minerals producers.
The concentration of critical minerals mining and processing in a single country (China) is a strategic vulnerability; diversification will benefit producers and processors in other regions.
MED
08:37
Apr 17
Apr 17
Energy diversification favors renewables, nuclear, rare earths.
Countries are rushing to diversify energy sources away from the Middle East and Russia due to supply vulnerabilities, leading to expanded investment in renewable energy infrastructure, nuclear energy, and rare earth metals which are critical inputs for the energy transition.
HIGH
13:00
Apr 12
Apr 12
China's rare earth dominance is a key strength.
China has a stranglehold on rare earths and solar power, which gives it significant leverage in the global economy. This control over critical inputs became a game-changer in trade relations, and it represents a key strength for China in the fight for AI and economic supremacy.
MED
15:53
Mar 24
Mar 24
Agen mentioned a $12 billion Project Vault investment by Ex-Im Bank and a global ministerial summit to secure critical minerals supply chains through international partnerships. Significant capital inflow and collaborative alliances aim to reduce dependency on single countries, ensuring stable supply for Western economies. Direction LONG because substantial investment and global coordination indicate strong future growth and strategic importance of critical minerals. Supply chain disruptions, mining challenges, or insufficient global coordination could limit effectiveness and growth.
20:30
Mar 12
Mar 12
A potential price floor for critical minerals, negotiated by major economic blocs, would create a supportive backdrop for producers' profitability and valuations.
MED
18:42
Mar 10
Mar 10
I'm long a lot of critical minerals, REMX... I'm long AIPO, which is the AI infrastructure play. I'm long grid... I'm long pave. The AI revolution requires massive physical infrastructure, from power grids to critical minerals. Investing in the picks and shovels of AI provides a secular growth tailwind regardless of which software companies win. Long infrastructure and critical mineral ETFs to capitalize on the physical buildout of AI. Delays in government infrastructure spending or supply chain bottlenecks could slow down the growth of these sectors.
18:31
Mar 10
Mar 10
I've been talking about Ramx since $65. It is now 98. I'm still bullish. I think it's going to 200. As the US aggressively decouples from China and reasserts its own industrial and energy independence, securing domestic and allied supply chains for strategic metals becomes a top priority, driving massive capital into rare earth miners. LONG because rare earth minerals are a critical bottleneck for modern technology and defense, and Western governments will heavily subsidize this sector to break Chinese monopolies. China floods the market with cheap rare earth minerals to bankrupt Western competitors, or new technologies reduce the need for these specific metals.
15:03
Mar 10
Mar 10
Avi Felman views geopolitical instability as a generational buying opportunity for megatrend assets like uranium, rare earths, and bitcoin.
06:00
Mar 07
Mar 07
"Cobalt... indispensable for electric vehicle batteries... DRC produces nearly three quarters of global supply... Cobalt has become not just a commodity, but a strategic asset." The designation of Cobalt as a "strategic asset" for the US and China implies a floor on demand due to national security stockpiling, regardless of consumer EV cycles. Since pure-play Cobalt miners are rare on US exchanges, the Strategic Metals ETF (REMX) is the most direct instrument to capture the basket of miners extracting these specific battery criticals. LONG. Geopolitical competition ("The race for critical minerals") acts as a tailwind for the strategic metals sector. Substitution risk (battery tech moving away from Cobalt to LFP) or ethical supply chain sanctions blocking DRC exports.
01:28
Mar 05
Mar 05
A long on Chinese rare earth stocks is indicated for the market open, driven by government policy support for the sector.
MED
16:47
Mar 04
Mar 04
A Pentagon initiative to onshore the supply chain for strategic minerals implies future government funding and contracts, acting as a significant catalyst for domestic producers.
MED
16:28
Mar 03
Mar 03
The author is rotating out of energy into crypto and uranium assets to recover portfolio losses.
About REMX Analyst Coverage
Buzzberg tracks REMX (VanEck Rare Earth/Strategic Metals ETF) across 20 sources. 29 bullish vs 0 bearish calls from 41 analysts. Sentiment: predominantly bullish (54%). 54 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Ronaldo Caiado, Nomi Prins, Hao Hong.