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Investing in Rare Earth Elements: How the REXC ETF Bypasses China’s Dominance
Authored by Jessica Mitacek. Published: 4/28/2026.
Key Points
- China controls approximately 90% of global rare earth element (REE) refining and has leveraged its dominance by implementing strict export controls, making REE supply a national security priority for the United States.
- The global REE market is projected to reach $6.28 billion by 2030, driven by the essential role those 17 elements play in high-growth industries like semiconductors, EVs, aerospace, and artificial intelligence.
- The new Sprott Rare Earths Ex-China ETF (REXC) allows investors to bypass Chinese market risks by focusing on producers in Australia, the United States, and Canada, though it carries a relatively high expense ratio for a passively managed fund.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
When it comes to commodities, individual countries often dominate global reserves. While the United States may be the world’s largest oil producer, Venezuela holds the world’s largest proven oil reserves with more than 300 billion barrels. Australia and Russia have the largest unmined gold deposits, and Brazil is the largest producer of soybeans.
For rare earth elements, or REEs, China dominates the market with an estimated 44 million metric tons — roughly 40% to 49% of known global reserves. The country also leads in production, mining just under 70% of the world’s supply and refining nearly 90% of it.
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👉 Unlock the ticker now and get it completely free.REEs are critical to energy, aerospace and defense systems, artificial intelligence and data centers, semiconductors, robotics, EVs, and many other industries. In turn, China’s dominance in this market prompted President Donald Trump to invoke the Defense Production Act in March after the administration labeled REEs a national security priority.
For investors seeking exposure to rare earths while avoiding Chinese companies — and the geopolitical risks that come with China’s export controls — a newly launched exchange-traded fund offers a pure-play option that excludes China-based firms. That characteristic could add a layer of protection if China again restricts REE exports.
Global Demand for REEs Continues to Grow
REEs include 17 metallic elements that are essential for producing advanced tech applications, lasers, and magnets. Despite their name, they are not rare in absolute abundance; what makes them “rare” is that economically extractable, concentrated deposits are uncommon.
According to Grand View Research, the global REE market was valued at an estimated $3.95 billion in 2024 and is projected to reach $6.28 billion by 2030, a compound annual growth rate (CAGR) of 8.6% during the forecast period.
While the Asia Pacific region currently commands about an 86% revenue share, Grand View projects the U.S. REE market to outpace global growth, with a forecasted CAGR of 9.2% between 2025 and 2030. That growth is important given China’s prior use of export controls as a geopolitical lever.
On April 4, 2025, China implemented major restrictions on the export of seven REEs and followed with a second wave of restrictions on Oct. 9, 2025; some of those October measures were later reported by Xinhua as suspended through Nov. 10, 2026.
There are currently no clear expectations that China will lift those controls before the end of the decade; the restrictions appear to be part of a tactical strategy that uses case-by-case authorizations as levers during geopolitical tensions.
That backdrop creates an opportunity for investors interested in the recently debuted Sprott Rare Earths Ex-China ETF (NASDAQ: REXC).
The ETF Providing a Rare Opportunity for Rare Earths
REXC’s portfolio is focused on REE producers, development-stage miners, processors, and specialty materials companies located outside China.
By taking an ex-China approach, the fund aims to offer a thematic alternative for investors seeking diversified exposure across the REE supply chain while avoiding the risks associated with China’s dominant market position.
According to Sprott, the fund’s issuer, “the [REXC] invests exclusively in companies outside of China that may have significant growth potential as supply chain security becomes a national priority.”
This targeted exposure still gives investors access to companies in the broader Asia Pacific region (outside China), while also providing exposure to the United States, which has a higher projected CAGR for REE demand.
Companies based in Australia make up nearly 52% of the fund’s holdings. That is notable because Australia has substantial REE reserves — the fourth-largest on Earth at about 5.7 million metric tons. The REXC’s second-largest holding by weight, at just over 17%, is Australia-based Lynas Rare Earths Limited (OTCMKTS: LYSCF), a Buy-rated stock that analysts see as having nearly 60% upside over the next 12 months based on its consensus price target.
Another roughly 36% of the portfolio consists of U.S.-based companies, including Las Vegas-headquartered MP Materials (NYSE: MP), which is the ETF’s largest holding by weight and market value. MP represents about 20% of the fund’s portfolio and is also a Buy-rated stock, with analysts projecting nearly 22% upside over the next 12 months based on its consensus target.
Companies based in Canada and the United Kingdom make up the remaining 14.7% of the fund’s holdings.
The REXC’s Targeted Exposure Comes With Caveats
While the fund could benefit if investors shift away from China-exposed REE stocks, there are important caveats. First, the fund is passively managed but carries a relatively high expense ratio of 0.65% compared with many passive ETFs.
Investors should also consider thematic concentration risk and the potential for overexposure to a single commodity group. Commodity-related companies can be inherently volatile, exposed to project delays, and subject to changing regulatory environments.
Liquidity is another consideration. As a newly launched ETF, average daily trading volume is modest — under 222,000 shares — which can lead to wider spreads and greater trading costs for larger orders. For investors who view REXC as a strategic, China-free play on the rare earth supply chain and who can tolerate its expense ratio, concentration risks and limited liquidity, the ETF may serve as a diversifying option within a broader portfolio. Prospective buyers should weigh these trade-offs before allocating significant capital.
STMicronelectronics Sends Industrial Chips Into Overdrive
Reported by Thomas Hughes. Article Published: 4/24/2026.
Key Points
- STMicronelectronics is well-positioned for a global semiconductor supercycle.
- Q1 results confirm that momentum is building and improving profitability is ahead.
- Analysts and institutions indicate accumulation and underpin a shifting market dynamic.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Industrial chipmakers have been in rebound mode, with names like STMicroelectronics (NYSE: STM) leading the charge. The story in late April is that STMicroelectronics’ Q1 results not only affirm the rebound — centered on inventory normalization and improving demand — but also point to accelerating momentum. The net result is that its share price and those of its peers have surged and could continue rising over the long term.
This is not just a simple inventory normalization; it's the acceleration of a multiyear semiconductor supercycle driven by broad-based demand across segments.
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The chart action speaks for itself. The market underwent a large correction beginning in 2024 and has only recently recovered. April price action set a long-term high, breaking above a critical resistance point and signaling a shift in market dynamics. In this scenario, the STM stock price could rally by roughly the correction’s dollar value — about $25 in the near-to-mid term — and match its recent percentage gain over the longer term.
That's more than 100% upside, potentially achievable within a few quarters given the value on offer. STM trades at a premium relative to current-year forecasts — roughly 40X earnings — but that valuation already reflects a robust outlook that may still be conservative. Longer-term forecasts suggest the stock would trade at about 15X expected 2030 earnings, setting the stage for a potential greater-than-100% rally.
STMicroelectronics: Looking Past Weak Earnings to a Strong Future
STMicroelectronics posted a mixed quarter: fiscal Q1 revenue topped MarketBeat’s reported consensus while earnings missed, but growth is the key takeaway because one-time items weighed on reported results. Revenue rose 23% year-over-year (YOY) to $3.1 billion, accelerating sequentially and reversing last year’s contraction. Strength came from demand from OEMs and distributors, with most underlying segments contributing to the increase.
The primary area of weakness was the Power & Discrete business, which contracted 1.8% but is expected to improve in the coming quarters. Areas of strength included Analog, Embedded Processing, and RF/Optical — each posting double-digit growth, led by a 32% gain in RF, with Analog up 23% and Embedded up 31.3%.
Margin signals were mixed. One-time items tied to acquisitions affected both GAAP and adjusted results, as well as cash flow metrics. After adjusting for inventory, working capital changes, and acquisition impacts, margins improved, net cash flow rose by double digits, and free cash flow remained sufficient to support the company's financial health and capital returns. So while adjusted EPS of $0.13 missed estimates by about $0.05, the market is focused on guidance, which calls for another quarter of acceleration and stronger margins. That said, Q2 guidance is likely to be cautious.
STMicroelectronics Builds Value and Pays You to Own It
STMicroelectronics' balance sheet shows the impact of the acquisition and capital returns, with cash down sequentially, though the reductions are modest and offset by other improvements. The company remains well-capitalized with nearly $2 billion in cash; total assets are up, total liabilities are down YOY, and equity has improved. Leverage stays very low, with long-term debt less than 0.35X liabilities, about 0.12X equity, and just over 1X cash.
Looking ahead, STM can not only sustain dividends and share buybacks but may increase them as the semiconductor supercycle progresses. For now, the dividend yields about 0.6% — not large, but enough to keep dividend-focused investors and funds engaged — while buybacks continue to reduce the share count. Trailing-12-month buyback activity trimmed the share count by roughly 2% YOY in Q1, and that pace is expected to continue through the year.
Analysts and Institutions Drive STM Price Action
MarketBeat tracks 14 analysts with current ratings on STM, and the trends are improving. Several price-target increases and upgrades were logged before and after the report, supporting a Moderate Buy rating and lifting the consensus target.
The consensus price target spike is noteworthy: it had been flat on a TTM basis but rose about 20% following the report. The downside is that consensus often lags the market; the upside is that price trends point toward the stock's higher end and are likely to remain strong.
Institutions, which collectively own about 60% of the company, have been increasing their buying activity in early 2026.
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