Rare Earth & Critical Minerals
Rare earth elements and critical minerals — lithium, cobalt, neodymium, gallium, germanium — sit inside every advanced technology from fighter jets to EV motors to wind turbines. China controls the refining of over 80% of the world's rare earths. Western governments are spending billions to build alternative supply chains. The companies doing that work are becoming strategic national assets.
The only active rare earth miner in the US, operating the Mountain Pass mine in California. Building a magnet manufacturing facility in Texas backed by a Department of Defense contract. The most direct US equity play on the rare earth supply chain reshoring effort.
The world's largest publicly traded copper producer. Operates the massive Grasberg mine in Indonesia — one of the world's largest gold and copper deposits. Copper demand from EVs, renewable energy, and AI data centres is transforming Freeport's long-term outlook.
ETF holding rare earth miners and processors globally. Because most rare earth pure-plays are listed in Australia, Canada, or Asia, REMX provides the simplest way for US investors to get diversified rare earth exposure in a single ticker.
Scores 9/10 for Copper Mining.
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