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Investing in Rare Earth Elements: How the REXC ETF Bypasses China’s DominanceAuthored by Jessica Mitacek. Posted: 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.
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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. That accounts for approximately 40% to 49% of known global reserves. The country also leads global production, mining just under 70% of the world’s supply and refining nearly 90% of it.
REEs are critical to energy, aerospace and defense systems, artificial intelligence and data centers, semiconductors, robotics, EVs, and a slew of other industries. In turn, China’s influence over the market led President Donald Trump to invoke the Defense Production Act in March after the administration labeled REEs a national security priority. For investors looking to sidestep Trump’s ongoing trade war with China and any potential fallout from continued geopolitical unrest, a new exchange-traded fund (ETF) offers pure-play exposure while excluding Chinese companies. In doing so, the fund can add a layer of security in the event that the Asian country once again enacts REE export controls. Global Demand for REEs Continues to GrowREEs include 17 metallic elements that are critical to the production of tech applications, lasers, and magnets. Despite their name, they aren’t rare in abundance. Rather, they are rare in concentrated, easily extractable deposits that can be economically mined from the Earth’s crust. According to Grand View Research, the global REE market size was estimated at $3.95 billion in 2024. It is projected to reach $6.28 billion by 2030, representing a compound annual growth rate (CAGR) of 8.6% during the forecast period. While the Asia Pacific region commands an 86% revenue share, Grand View projects the U.S. REE market to outpace global growth, with a CAGR of 9.2% between 2025 and 2030. That is critically important in light of China’s past export controls. On April 4, 2025, the country instituted major restrictions on the export of seven REEs. It 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. Currently, there are no expectations for China to lift those controls before the end of the decade, as they are part of a tactical strategy that includes case-by-case authorizations used as leverage amid geopolitical tensions. That presents an opportunity for shareholders of the recently debuted Sprott Rare Earths Ex-China ETF (NASDAQ: REXC). The ETF Providing a Rare Opportunity for Rare EarthsREXC’s portfolio focuses on REE producers, development-stage miners, processors, and specialty materials companies operating in jurisdictions outside China. By taking an ex-China approach, the fund aims to provide a thematic alternative for investors seeking diversified REE supply chain exposure while reducing the risks tied to China’s dominant role in the market. 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 to companies involved in the supply chain outside China still provides investors with access to the Asia Pacific region’s REE dominance, as well as the United States’ higher projected CAGR. Companies based in Australia account for nearly 52% of the fund’s holdings. That is notable, as Australia has substantial REE reserves that make it the fourth-largest stockpile on Earth, with 5.7 million metric tons. The REXC’s second-largest holding by weight, at 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 36% of the portfolio consists of companies based in the United States, including Las Vegas-headquartered MP Materials (NYSE: MP)—the ETF’s largest holding by weight and market value. Accounting for around 20% of the fund’s portfolio, MP is also a Buy-rated stock that analysts see as having nearly 22% upside over the next 12 months based on its consensus price target. Companies based in Canada and the United Kingdom account for another 14.7% of the fund’s holdings. The REXC’s Targeted Exposure Comes With CaveatsWhile the fund could benefit from the same headline risks that pose a threat to Chinese REE stocks, investors should be mindful of several issues with REXC. Foremost, the fund is passively managed but carries a comparatively high expense ratio of 0.65%. Additionally, prospective investors should consider the fund’s thematic concentration risk and be mindful of REE overexposure. Lastly, commodity prices can be inherently volatile, as they are subject to project timeline delays and regulatory factors. Liquidity can also be light. As a newly debuted ETF, average daily trading volume is less than 222,000 shares. But for investors who see the appreciation potential of a strate |
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