Sprott Rare Earths Ex-China ETF

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U.S. trade representative Jamieson Greer has proposed a 'national security premium' on critical minerals sourced from reliable trading partners to reduce reliance on China. This plan aims to establish a bloc of countries trading minerals at agreed prices, potentially involving tariffs on non-member countries, particularly China. While allies like the EU and Japan show support, concerns about increased costs and retaliation from China persist. The proposal highlights the growing importance of securing critical minerals for national security amid rising energy costs and inflation.

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Jamieson Greer Calls For 'National Security Premium' On Critical Minerals To Counter China's Dominance As Allies Fear Retaliation

ANTO

Bank of America warns that the expansion of AI data centers is triggering a full-chain crisis across power, water resources, and critical metals, one that markets have yet to fully price in. By 2030, annual electricity consumption by data centers is projected to exceed Japan's total usage, while water consumption will equal New York City's entire annual drinking water supply. Meanwhile, copper, aluminum, and metals such as gallium and germanium face structural shortages and soaring prices. The true bottleneck lies not in cost but in the mismatch between 'deliverability' and construction cycles, as AI competition extends from computing power to a revaluation of energy and resource infrastructure

- The expansion of AI data centers is triggering significant resource impacts across electricity, water, and critical metals, which the market has not adequately priced.  
- As of now, over 11,200 data centers exist globally, with AI-specific computing power tripling in the last 18 months, and projected capacities reaching 200 GW by 2030, demanding approximately $7 trillion in investment.  
- This surge in data center infrastructure is reshaping global power systems and causing urgent concerns about water consumption and metal supply chains, revealing a need for better planning and technological adaptations to meet future demands.

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5 Trillion Dollar Opportunity! AI Consumes Not Just Power: Water and Metals Face Critical Shortages

The American National Standards Institute (ANSI) is launching a multi-phase initiative to enhance U.S. coordination on critical minerals standards. This initiative aims to ensure responsible sourcing, secure supply chains, and maintain global competitiveness. Supported by the U.S. Department of Energy, it includes a standards landscape assessment, a webinar series, and a two-day workshop to identify priorities and challenges. The initiative addresses the urgent need for a coordinated approach to critical minerals, which are essential for national defense, clean energy, and manufacturing.

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15:16 ETCritical Minerals Standards: ANSI Launches Initiative to Strengthen U.S. Supply Chains and Request for Information

Sprott Asset Management has launched the Sprott Rare Earths Ex-China ETF (NASDAQ:REXC), targeting global rare earth companies amid rising demand from AI and shifts in supply chains away from China. This ETF is unique as it focuses solely on non-China rare earth firms, tracking the Nasdaq Sprott Rare Earths Ex-China Index. With a net expense ratio of 0.65%, it aims to benefit from U.S. efforts to secure critical mineral supply chains, featuring companies like Defense Metals Corp. The launch reflects increasing investor interest in diversifying from China's rare earth dominance.

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Sprott's New ETF Targets Rare Earths Outside China As AI Boom Accelerates

CRML

Critical Metals Corp. shares surged 45% after expanding its position in Greenland's Tanbreez rare earth project, raising ownership to 92.5%. This acquisition, valued at approximately $1.7 billion, is seen as crucial for establishing a US-friendly supply chain for rare earth elements. Analyst Tim Moore views the increased stake positively, anticipating expedited mining permit approvals from the Greenland government. The deal highlights Greenland's strategic importance in the global competition for critical minerals, especially as the US seeks to reduce reliance on China for rare earth processing.

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Critical Metals

CRITICAL METALS CORPORATION C/WTS 27/02/2029 (TO PUR COM)

Critical Metals Shares Surge 40% After Expanding Rare Earth Mining Position In Greenland

USAR

USARW

A new IEA report emphasizes the urgent need for new projects, partnerships, and policies to address supply chain risks for rare earth elements. As demand for these critical minerals, particularly for high-performance magnets, continues to rise, supply remains highly concentrated, especially in China. The report warns that without significant investment and international cooperation, economic risks could escalate, with potential losses reaching $6.5 trillion annually. It calls for a comprehensive approach to diversify supply chains, including recycling and innovation, and outlines eight actions to support this diversification effort.

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New Projects, Partnerships, & Policies Are Needed to Address Supply Chain Risks for Rare Earth…

Apex Critical Metals Corp. has been included in the newly launched Sprott Rare Earths Ex-China ETF, which focuses on companies involved in rare earth elements outside of China. CEO Sean Charland expressed that this inclusion highlights the potential of their Rift Rare Earth Project in Nebraska. The company aims to enhance investor awareness and trading liquidity in the rare earths sector. Apex is also advancing its Cap Project in British Columbia, showcasing strong potential for niobium mineralization. The company is publicly listed on multiple exchanges, including CSE, OTCQX, and Frankfurt.

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Apex Critical Metals Included in Newly Launched Sprott Rare Earths ETF | APXCF Stock News

Sprott Rare Earths Ex-China ETF(REXC.US)

Sprott Rare Earths Ex-China ETF Stock Performance Chart

Jamieson Greer Calls For 'National Security Premium' On Critical Minerals To Counter China's Dominance As Allies Fear Retaliation

5 Trillion Dollar Opportunity! AI Consumes Not Just Power: Water and Metals Face Critical Shortages

15:16 ETCritical Minerals Standards: ANSI Launches Initiative to Strengthen U.S. Supply Chains and Request for Information

Sprott's New ETF Targets Rare Earths Outside China As AI Boom Accelerates

Critical Metals Shares Surge 40% After Expanding Rare Earth Mining Position In Greenland