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The order comes as the administration has ramped up efforts to break China's stranglehold on the mining and processing of rare earths needed for defense and autos.

The VanEck Rare Earth and Strategic Metals ETF offers diversified exposure to 38 global rare earth and strategic metals companies, with a strong China tilt. REMX exhibits high annualized volatility (~50%) and turnover, making it unsuitable for conservative investors who dislike churn. Intermediate-term headwinds include lithium market weakness, USD appreciation, and technical bearishness, despite a compelling…

It's not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:

China's October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later.

Morgan Stanley's Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in his read, looks like the next leg of a commodity rotation set off by Fed money printing, with the AI structural story riding... Morgan Stanley's CIO: Chip Stocks Following Rare Earths and Gold As Next…