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US Rare-Earth & Magnet Supply Beyond China
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China still controls most rare-earth separation and magnet output, and price-floor talk does not fix processing capacity. US-listed miners and processors are the non-China alternative. The basket is only partly in the $1-5B tier, so it is a thin fit.
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China still controls most rare-earth separation and magnet output, and price-floor talk does not fix processing capacity. US-listed miners and processors are the non-China alternative. The basket is only partly in the $1-5B tier, so it is a thin fit. Catalysts: - 2026-10-20 Government price support cannot set rare-earth value (https://investornews.com/market-opinion/the-government-can-set-the-price-of-rare-earths-it-cannot-set-their-value/) Launch basket (equal weight): MP, USAR, UUUU, LAC, ALB, FCX, AA Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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