Highlights
- REEx ETF offers investors exposure to rare earth materials outside China.
- Targets miners, processors, and magnet manufacturers in the U.S., Australia, Canada, and Europe.
- The fund captures the global realignment of rare earth supply chains.
- Potential for significant growth as Western nations invest in domestic production capabilities.
- 207.7% cumulative return.
- Unique focus on ex-China producers.
- Represents a critical investment in energy transition and defense supply chain technologies.
As China tightens its grip on rare earth materials—now controlling nearly 90% of oxide and magnet production—the spotlight has turned to the Rare Earth Exchanges U.S. & Allied Rare Earth Supply Chain ETF (REEx ETF), an investment algorithm-powered bundle of publicly traded stocks designed for investors seeking exposure to the non-China critical minerals ecosystem: REEx provides access to the entire rare earth value chain: miners, processors, and magnet manufacturers from the U.S., Australia, Canada, and Europe.
Unlike broad commodity ETFs, REEx’s algorithm represents a potential purely thematic fund, built around the geopolitical reality that rare earths power nearly every high-tech and defense application—from electric vehicles and wind turbines to guidance systems and advanced semiconductors. Its five-year performance tells the story: a 207.7% cumulative return, 21.7% CAGR, and outperformance over both the S&P 500 and NASDAQ 100.Â
Why the Potential Is Massive
The global realignment of supply chains has barely begun. The U.S. Department of Defense and Department of Energy are investing billions in domestic separation and magnet-making capabilities. As MP Materials, Lynas, and Iluka expand operations in the U.S. and Australia, and new entrants like REEtec and Ucore advance midstream technologies, REEx ETF captures the entire growth curve of this reindustrialization.
Western policy targets suggest that by 2040, at least $50–75 billion in investment will be required to reach 50% rare earth magnet independence—a generational capital expansion that REEx is positioned to track directly through its global portfolio allocation.
The Investment Edge
While ETFs like VanEck REMX and Amplify BATT provide partial exposure, REEx’s algorithm is uniquely focused on ex-China producers and downstream magnet fabrication. This positions it as both an energy-transition and a defense-supply-chain play. With volatility reflecting the sector’s dynamism (annualized at 31%), REEx offers retail investors diversification beyond mega-cap tech while preserving upside tied to government-backed industrial policy.
Questions Investors Should Be Asking
- How quickly can allied nations achieve magnet production parity with China?
- Will rare earth recycling (currently <5% of supply) scale fast enough to matter?
- Can industrial policy outlast electoral cycles and market impatience?
The answers to these will shape not only the returns of REEx ETF, but the trajectory of Western manufacturing independence.
FINRA/SEC Disclaimer: Past performance is not indicative of future results. Investing involves risk, including possible loss of principal. This communication is for informational purposes only and does not constitute an offer to sell or solicitation to buy any securities. Investors should consult their financial advisors before making investment decisions. Â REEx is purely an informational product at this stage.
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When will Reex be listed?
We are working on it. We are starting the discussion talking to licensed financial institutions.
Where and when can I buy Reex
I am interested. Please keep me informed regarding teh listing as well as potential companies that might be included.
We will make an announcement as things become more finalized.
The proposed ETF by REEx is not available yet. We do not have a date for when it will be, but we will make a community announcement as more details become available. We’re glad to hear you’re interested!
Myself and others are very interested in this opportunity. Is this ETF still happening? What’s the latest on listing timeline?
Keep me informed of REEx
please ping me when stock ticker is available to trade…is it available on an exchange present for investors?
I am extremely interested. Please keep me informed!
Thank you.
Let me know when this ETF is available for investing
Please keep me informed of REEx developments. Thank you.
Please drop me a line as soon as you are listed.
Pls advise when REEx will be available for investing. TY
Yes, pls let me know when you are approaching a public launch
Will there be a dividend?
Please keep me posted when etf available