In early June, we first highlighted an opportunity in the VanEck Rare Earth and Strategic Metals ETF (REMX), as China began to suspend rare earth exports.

At the time, the REMX ETF traded at $39.13.  

Today, it’s up to $79.22 as trade tensions again boil over between the U.S. and China. 

Start pulling in more than a part time job. In about 5-10 min a day you can make more than most sidehustles. Click here to check it out for just $1.

All after China expanded its rare earth export restrictions ahead of a possible Trump-Xi meeting. “China has tightened export controls on rare earths and related technologies while barring its citizens from participating in unauthorized mining overseas, adding fresh strains to a sector central to its geopolitical leverage,” as noted by CNBC.

Making it worse, “Chinese rare earth magnet companies have been facing tighter scrutiny on export license applications since September, sources say, even before Beijing’s move last week to expand controls over the critical minerals used in magnets,” as noted by Reuters.In return, President Trump threatened China with 100% tariffs starting on November 1 in retaliation for Beijing’s export controls on rare earth elements.

Sincerely,

Ian Cooper