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Middle Powers Like Japan and Canada Are Forming Their Own Alliances and It Could Spark a Multi-Year Capex ‘Super Cycle’
The U.S. and Iran conflict continues, and despite a bit of volatility, oil prices remain shockingly blasé. President Donald Trump announced another round of tariffs on 60 trading partners, Wall Street remains riveted as China and the U.S.…
Living In a Materials ETF World: Broad & Targeted Exposure
This article was originally published on ETFTrends.com. Materials are often viewed as a sleepy, cyclical corner of the market, but the artificial intelligence (AI) buildout is adding vim and vigor to the sector. Along with a confluence of…
Metals in Motion: Sprott Outlines New Era of Critical Minerals
This article was originally published on ETFTrends.com. The rules governing global commodity markets are starting to witness a profound shift, which is putting critical minerals at the forefront of policy. On a recent episode of ETF Guide'…
3 Rare-Earth ETFs That Help Investors Balance Exposure and Risk
Key Points Interested in VanEck Rare Earth and Strategic Metals ETF? Here are five stocks we like better. China's rare-earth dominance stems from decades of investment in refining and processing infrastructure rather than superior mineral…
Seven Sprott ETFs Tracking Nasdaq Indexes Will Add September and March Quarterly Rebalances
Sprott Asset Management NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc., a wholly-owned subsidiary of Sprott Inc., today announced that the Nasdaq indexes tracked by several of its ETFs will add rebalances in…
Japanese firms flag risks of China's rare earth export controls - report
[Globe (East Asia)] fpdress Japanese companies are increasingly flagging the risks of Chinese export controls on rare earth minerals, which Beijing imposed in response to Prime Minister Sanae Takaichi's comments on Taiwan [https://seekinga…
3 Critical Minerals ETFs Capturing the Reshoring Trade as China Tightens Export Controls
Quick Read REMX surged 146% since April 2025 as the purest rare earth play; LIT spreads exposure across 40 lithium-to-battery chain names. China controls roughly 60% of global rare earth production and has invested over $120 billion in ove…
[Nuclear power plant after sunset evening in Temelin CZ 11 12 2025] Michael Nosek INVESTORS SHOULD KNOW: The planned buildout of power-hungry AI data centers has raised concerns about the price and availability of electricity. This has enh…
SETM Is Up 27% YTD and 150% Over a Year. The S&P 500? Not Even Close.
Quick Read SETM surged 103% over the past year, turning $10,000 into roughly $20,300, but dropped 14% in the last month as momentum buyers exit. SPY returned just 23% over the same year, but with the trade now consensus and multiples eleva…
Why Defense & Energy Needs Are Repricing Critical Minerals
This article was originally published on ETFTrends.com. Geopolitical conflict is forcing the markets to think critically about critical minerals. More specifically, the importance of critical materials has shifted from industrial use to a…
BFI Infinity Ltd. Initiates Stake in Defiance Quantum ETF, According to Recent SEC Filing
What happened According to a recent SEC filing dated April 13, 2026, BFI Infinity Ltd. initiated a new position in ETF Series Solutions - Defiance Quantum ETF(NASDAQ:QTUM)by acquiring 103,726 shares. At quarter-end, the position was valued…
Sprott Asset Management Only1 ETF Providing Focused Exposure to Rare Earths Companies Outside China TORONTO, April 15, 2026 (GLOBE NEWSWIRE) -- Sprott Inc. (“Sprott”) (NYSE/TSX: SII) today announced the launch of the Sprott Rare Earths Ex-…
Copper Prices Are Surging; Here’s the Mining ETF That Gives You Pure Exposure
Quick Read Sprott Junior Copper Miners ETF (COPJ) — pure copper exposure through 51 junior miners, up 161% in trailing twelve months. COPJ amplifies both copper upside and downside, making it higher-risk than broad ETFs tracking establishe…
Chinese rare earth producers hike prices by 44% for Q2
[China Rare Earth Global Dominance] wildpixel/iStock via Getty Images Chinese rare earth producers' shares moved higher on Monday after key producers announced a sharp price hike in rare earth products for Q2, underscoring tightening suppl…
Copper, Lithium, and Uranium Miners Delivered 127% While The S&P Returned 14%
When investors buy a thematic ETF, they're betting that a specific trend will reshape the economy. The Sprott Critical Materials ETF (NYSEARCA:SETM) takes that idea and applies it to the materials powering everything from electric vehicles…
Project Vault: ETFs to Gain as Trump Pushes $12B Into Rare Earth Reserve
U.S. President Donald Trump recently launched “Project Vault,” a $12 billion strategic stockpile of critical and rare earth minerals aimed at insulating U.S. manufacturers from supply shocks. The reserve will source and store key inputs, s…
Sprott Silver Miners & Physical Silver ETF Surpasses $1 Billion in Assets in Just Over a Year
Sprott Asset Management Only1 U.S.-Listed ETF Providing Pure-Play2 Exposure to Silver Miners and Physical Silver NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc. today announced that the Sprott Silver Miners &…
Why This Rare Earth ETF Excludes the Biggest Rare Earth Market
Would excluding China from a rare-earth-elements ETF make it even rarer? A forthcoming ETF from Sprott Asset Management poses that question. Earlier this month, the company filed the Sprott Rare Earths Ex-China ETF (REXC), a fund that coul…
[President Trump Participates In A Signing Ceremony In The Oval Office] Anna Moneymaker/Getty Images News U.S. President Donald Trump said Wednesday he is holding off—for now—on imposing tariffs on imports of critical minerals, opting inst…
Bessent, allies discuss diversifying rare earth supply chains away from China
[Treasury Secretary Scott Bessent Speaks To Reporters Outside The White House] Andrew Harnik/Getty Images News Treasury Secretary Scott Bessent on Monday convened a meeting of finance ministers from several countries to discuss ways to div…
Albemarle surges as Jefferies sees autonomous robots sparking demand for EVs, lithium
[Lithium abstract concept] Olemedia/E+ via Getty Images Albemarle (ALB [https://seekingalpha.com/symbol/ALB]) +9.6% in Tuesday's trading, near the top of the S&P 500 leaderboard, as Jefferies reiterated its Buy rating and raised its price…
The year 2025 began with post-election optimism and expectations of a strong first quarter. Instead, markets were hit by the rise of low-cost AI initiatives from China, the adverse impact on the U.S. Big Tech, Trump tariffs, sticky inflati…
Sprott Silver Miners & Physical Silver ETF Reaches $500 Million in Assets in Less Than a Year
Sprott Asset Management Only1 U.S.-Listed ETF Providing Pure-Play2 Exposure to Silver Miners and Physical Silver Rapidly Gains Assets TORONTO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc. today announced that the Spr…
SA Quant rankings of mining stocks as U.S. plans stake increase in minerals companies
[manhattan office building] franckreporter/iStock via Getty Images The Trump administration is increasing its investments in critical minerals companies to challenge China's control over these essential resources, Bloomberg reported last w…
U.S. plans more stakes in critical minerals companies, Trump official says
[Ge (Germanium) Ga (Gallium) in the periodic table with CPU processor.] Pla2na The Trump administration plans to take more equity positions [https://www.bloomberg.com/news/articles/2025-12-04/us-plans-more-stakes-in-minerals-companies-trum…
U.S. Export-Import Bank plans to spend $100B for critical minerals, energy dominance - FT
[Iridium is a metallic chemical element belonging to the class of transition metals, silver. Used in high strength alloys that can withstand high temperatures] RHJ The U.S. Export-Import Bank will spend $100 billion [https://www.ft.com/con…
Trump: U.S.-China trade deal, TikTok sale likely this week
[U.S. President Trump Departs Malaysia En Route To Japan] Andrew Harnik/Getty Images News President Donald Trump said a trade agreement with China and a final deal for TikTok (BDNCE [https://seekingalpha.com/symbol/BDNCE]) could be reached…
Sprott Critical Materials ETF Reaches $100 Million in Assets
Sprott Asset Management The Only* ETF to Provide Pure-Play† Exposure to a Broad Range of Critical Materials and Mining Equities Essential to Meeting Growing Energy Demand NEW YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Sprott Asset Management…
Rare Earth stocks surge on US-China tensions; Arafura soars 27%, Australian Strategic Materials jumps 42%
[Miners in the Potosi Silver Mine] SL_Photography * Rare earth stocks extended their rally on Monday as renewed tensions between Beijing and Washington over China’s export controls lifted hopes of alternative supply sources. * Arafura Rare…
Sprott Inc. An Active ETF Leveraging Sprott’s Specialized Metals and Mining Leadership to Invest in Companies Across the Industry Lifecycle TORONTO, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Sprott Inc. (“Sprott”) (NYSE/TSX: SII) today announced…
Trump warns of 200% tariff on China over rare earths, touts Boeing jets as leverage
[President Trump Signs Executive Orders In The Oval Office Of The White House] Chip Somodevilla/Getty Images News President Donald Trump has threatened to charge China "200% tariffs or something" if Beijing restricts exports of rare earth…
China's rare earth magnet exports touch six-month high as export curbs stay relaxed
[Trade Wars in Motion: Wrecking Balls in American and Chinese Flag Colors] J Studios China's exports of rare earth magnets hit a six-month high in July, rising nearly 75% from June, reaching 5,577 metric tons—the highest monthly total sinc…
Rubio holds first in-person talks with Chinese counterpart at Malaysia summit amid trade tensions
[Flag of USA and China on a processor, 3d render.] kritsapong jieantaratip U.S. Secretary of State Marco Rubio met with his Chinese counterpart on Friday at a summit in Malaysia, marking their first face-to-face talks and potentially layin…
Stablecoins under scrutiny in China, warning against illegal fundraising
[Flag of China and cryptocurrencies] IgorIgorevich/iStock Editorial via Getty Images China issued a warning against illegal fundraising risks tied to stablecoins, emphasizing the importance of compliance and safety in digital financial pra…
Sprott Silver Miners & Physical Silver ETF Reaches $100 Million in Assets
Sprott Asset Management Only1 U.S.-Listed ETF Providing Pure-Play2 Exposure to Silver Miners and Physical Silver Rapidly Gains Assets TORONTO, July 09, 2025 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc. today announced that the Spr…
Indonesia plans to cut import red tape, pitches critical minerals investment to U.S.
[United States of America and Indonesia National Flags - 3D Illustration Stock Footage] themotioncloud/iStock via Getty Images Indonesia will ease import rules and restrictions on several goods, and has offered the U.S. the opportunity to…