In short: China's April cutoff of rare earths/critical minerals nearly shut Ford's lines in days; the US is now fast-tracking Western miners with an equity check + permit + take-or-pay offtake. China's grip takes 10–20 years to break, but the buildout has begun.
REMX holds miners and processors of "rare earths" and other strategic metals — the obscure elements (samarium, dysprosium and friends) that go into magnets, motors, electronics and weapons. The problem: China dominates them, and last April it cut off exports, which nearly shut down Ford's entire production line within days.
In response, the US government is reviving left-for-dead Western mines by handing them three things at once — cash (an equity stake), a ready permit, and a guaranteed buyer at a floor price. That de-risks projects that were uninvestable for 20 years. Catching up to China takes a decade or two, but Dreyfus thinks this government-backed build-out is just starting — and these are the companies it flows to.
6:27And to their credit, they're doing something really aggressive and really important. They are now going around to small resource owners across the US and into Canada and they're knocking on the doors of these companies that were left for dead in the last 20 years and they're saying here is three pieces of paper.
In short: Recommends watching it as a barometer for how the market is pricing in these legislative wins against the backdrop of global supply-chain volatility.
REMX is a basket fund that holds a spread of rare-earth and strategic-metals companies, so it moves with the whole sector rather than any single stock. Prins suggests watching it as a thermometer — if these legislative wins are real, you'd expect the market to start pricing them into the basket. It's a way to read sector sentiment without betting on one company.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.