Top ETFs to Capitalize on the Critical Minerals Surge: Discover the Rare Earth Leaders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 31 2025
0mins
Source: Benzinga
Critical Minerals Rush: A surge in demand for critical minerals essential for electric vehicles and clean energy systems is highlighted, with two U.S.-listed ETFs, VanEck Rare Earth And Strategic Metals ETF (REMX) and Amplify Lithium & Battery Technology ETF (BATT), showing significant gains in the past month.
Different Investment Strategies: REMX focuses on rare earth and strategic metal miners, while BATT diversifies across the entire battery value chain, including lithium extraction and EV component manufacturers.
Performance Comparison: REMX has outperformed BATT with 79% year-to-date returns compared to BATT's 55%, driven by increased interest in non-Chinese supply chains, although both face volatility and risks related to market conditions and policies.
Investor Insights: REMX is suited for investors looking for concentrated exposure to mining geopolitics, while BATT offers a more diversified approach to clean energy investments, emphasizing the growing importance of rare earths in the electrification trend.
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Analyst Views on MP
Wall Street analysts forecast MP stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 57.050
Low
55.27
Averages
76.13
High
94.00
Current: 57.050
Low
55.27
Averages
76.13
High
94.00
About MP
MP Materials Corp. produces specialty materials that are vital inputs for electrification and other advanced technologies. The Company owns and operates the Mountain Pass Rare Earth Mine and Processing Facility (Mountain Pass) located in California. It is also developing a rare earth metal, alloy and magnet manufacturing facility in Fort Worth, Texas (Independence Facility). The Company’s segments include Materials and Magnetics. The Materials segment operates Mountain Pass, which produces refined rare earth products as well as rare earth concentrate and related products. The Materials segment primarily generates revenue from sales of rare earth concentrate, primarily sold for further distribution to a single, principal customer in China, and sales of neodymium-praseodymium (NdPr) oxide and metal, primarily sold to customers in Japan, South Korea, and broader Asia. The Magnetics segment operates the Independence Facility, where it produces magnetic precursor products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Greenland Mines Invests in AnorTech to Expand Midstream Market
- Strategic Investment: On June 16, 2026, Greenland Mines announced a strategic share investment in AnorTech, acquiring an initial 9.9% stake with an option to increase to 19.9%, marking a shift from upstream resources to midstream processing to capture strategic bottlenecks in the critical materials value chain.
- Midstream Market Expansion: By investing in AnorTech, Greenland Mines expands into the production of sustainable alumina and high-purity alumina, which is expected to enhance its competitiveness in the North Atlantic Critical Metals Corridor strategy and increase industrial processing opportunities in allied jurisdictions like Iceland and North America.
- Resource Advantage: Greenland Mines' Skaergaard project boasts 25.4 million ounces of palladium-equivalent and 23.5 million ounces of gold-equivalent, and combined with AnorTech's alumina technology, is expected to provide a strong resource base and low-carbon development potential.
- Market Context: With China dominating global critical minerals processing, Western nations are accelerating efforts to establish independent supply chains, and Greenland Mines' strategic positioning aligns perfectly with this trend, enhancing its significance in the global market.
See More
Greenland Mines Invests in AnorTech to Expand Midstream Operations
- Strategic Investment: On June 16, 2026, Greenland Mines announced a strategic share-exchange investment in AnorTech, acquiring an initial 9.9% stake with an option to increase to 19.9%, which expands the company from upstream resources into the midstream processing sector, enhancing its value capture capabilities in the North Atlantic Critical Metals Corridor.
- Technological Innovation: AnorTech is developing a proprietary process to produce sustainable smelter-grade alumina and high-purity alumina from anorthosite, designed to eliminate bauxite residue and generate saleable byproducts, which is expected to enhance its competitiveness in the environmentally-friendly industrial materials market.
- Resource Integration: Greenland Mines' Skaergaard project boasts a mineral resource of 25.4 million ounces of palladium-gold-platinum, and combined with AnorTech's technology, is anticipated to strengthen the company's strategic position in the critical minerals supply chain, particularly for applications in electric vehicles and wind energy.
- Market Opportunity: Amidst China's dominance in processing capabilities, Greenland Mines' strategic positioning comes at a time of increasing demand for critical minerals from Western nations, and this investment is expected to bolster its influence and competitive edge in the market.
See More
Trump Administration Pushes for Critical Minerals Production
- Trade Bloc Concept: The trading bloc proposed by U.S. Vice President Vance aims to help the West reduce reliance on China, yet skepticism from G7 allies over costs and governance could undermine Western mining competitiveness.
- Price Manipulation Challenges: The Trump administration's plan to set mineral prices using the Pentagon's AI pricing system faces opposition from European allies concerned about excessive U.S. influence, which could destabilize the market.
- Industry Disagreement: The U.S. mining sector shows significant division on how to advance cooperation with allies, as over 230 public submissions reveal differing views on price setting among miners and refiners, highlighting industry complexity.
- Future Negotiation Key: The G7 meeting will be a critical moment for discussing the reconstruction of mineral supply chains, as Western countries face the challenge of building a supply chain from mine to end product simultaneously, potentially impacting mineral markets for years to come.
See More
Historic U.S. Investment in MP Materials Boosts Stock Potential
- Government Investment Context: The U.S. government’s investment in MP Materials aims to establish a strategic reserve of crucial minerals, and despite a 42% drop from its 52-week high, the stock has potential to rise due to domestic supply chain rebuilding efforts.
- Importance of Rare Earth Elements: Rare earth elements are fundamental to modern technology and clean energy products, particularly in electric vehicles and defense systems, with China currently controlling about 70% of rare earth extraction and 90% of processing, highlighting the urgency for the U.S. to rebuild its supply chains.
- Historic Partnership Agreement: The public-private partnership between MP Materials and the U.S. Department of Defense sets a price floor of $110 per kilogram for NdPr products, ensuring the company’s competitiveness in the market and protecting it from being undercut by foreign competitors.
- Production Capacity Expansion: MP Materials is targeting a new facility launch by 2028 to increase its neodymium-iron-boron rare-earth magnets production to 10,000 metric tons per year, and with strong government support and technological innovations, the company is poised to enhance its market position significantly.
See More
Insider Buying at MP Materials and VFC
- Insider Buying at MP: COO Michael Stuart Rosenthal purchased 10,000 shares of MP Materials at $54.30 each on Tuesday, totaling $543,000, indicating strong confidence in the company's future and potentially boosting market trust in its stock.
- MP Stock Price Increase: Following Rosenthal's purchase, MP Materials' stock rose approximately 1.7% on Thursday, reflecting a positive market reaction to insider buying, which may attract more investor interest in the company.
- VFC Insider Purchase: Director Richard Carucci bought 30,000 shares of VFC at $17.17 each on Tuesday, amounting to a total investment of $515,010, signaling optimism about the company's prospects and potentially enhancing investor confidence.
- VFC Stock Performance: After Carucci's purchase, VFC's stock increased by about 4.9% on Thursday, indicating a favorable market response to insider buying, which could drive further appreciation in the company's stock.
See More
U.S. Strategic Moves to Rebuild Rare Earth Supply Chain
- Historic Partnership: MP Materials has entered into a historic public-private partnership with the U.S. Department of Defense, establishing a price floor of $110 per kilogram for its neodymium-praseodymium (NdPr) products, aimed at shielding the company from Chinese subsidized competition and accelerating U.S. supply chain independence.
- Growing Market Demand: Rare earth elements are essential for modern technology, defense systems, and clean energy products, particularly as the demand for rare earth permanent magnets in electric vehicles and data centers surges, which is expected to positively impact MP Materials' market performance.
- Production Capacity Expansion: MP Materials is targeting the launch of a new facility by 2028 that will increase its production of neodymium-iron-boron rare earth magnets tenfold to 10,000 metric tons per year, thereby enhancing its competitive position in the rare earth industry to meet rising market demands.
- Long-term Agreements: The company has secured long-term agreements with Apple and General Motors to recover rare earth magnets from electronic waste and supply U.S.-sourced rare earth materials for next-generation electric vehicles, further solidifying its domestic market position and driving future growth.
See More
Greenland Mines Invests in AnorTech to Expand Midstream Market
- Strategic Investment: On June 16, 2026, Greenland Mines announced a strategic share investment in AnorTech, acquiring an initial 9.9% stake with an option to increase to 19.9%, marking a shift from upstream resources to midstream processing to capture strategic bottlenecks in the critical materials value chain.
- Midstream Market Expansion: By investing in AnorTech, Greenland Mines expands into the production of sustainable alumina and high-purity alumina, which is expected to enhance its competitiveness in the North Atlantic Critical Metals Corridor strategy and increase industrial processing opportunities in allied jurisdictions like Iceland and North America.
- Resource Advantage: Greenland Mines' Skaergaard project boasts 25.4 million ounces of palladium-equivalent and 23.5 million ounces of gold-equivalent, and combined with AnorTech's alumina technology, is expected to provide a strong resource base and low-carbon development potential.
- Market Context: With China dominating global critical minerals processing, Western nations are accelerating efforts to establish independent supply chains, and Greenland Mines' strategic positioning aligns perfectly with this trend, enhancing its significance in the global market.
See More
Greenland Mines Invests in AnorTech to Expand Midstream Operations
- Strategic Investment: On June 16, 2026, Greenland Mines announced a strategic share-exchange investment in AnorTech, acquiring an initial 9.9% stake with an option to increase to 19.9%, which expands the company from upstream resources into the midstream processing sector, enhancing its value capture capabilities in the North Atlantic Critical Metals Corridor.
- Technological Innovation: AnorTech is developing a proprietary process to produce sustainable smelter-grade alumina and high-purity alumina from anorthosite, designed to eliminate bauxite residue and generate saleable byproducts, which is expected to enhance its competitiveness in the environmentally-friendly industrial materials market.
- Resource Integration: Greenland Mines' Skaergaard project boasts a mineral resource of 25.4 million ounces of palladium-gold-platinum, and combined with AnorTech's technology, is anticipated to strengthen the company's strategic position in the critical minerals supply chain, particularly for applications in electric vehicles and wind energy.
- Market Opportunity: Amidst China's dominance in processing capabilities, Greenland Mines' strategic positioning comes at a time of increasing demand for critical minerals from Western nations, and this investment is expected to bolster its influence and competitive edge in the market.
See More
Trump Administration Pushes for Critical Minerals Production
- Trade Bloc Concept: The trading bloc proposed by U.S. Vice President Vance aims to help the West reduce reliance on China, yet skepticism from G7 allies over costs and governance could undermine Western mining competitiveness.
- Price Manipulation Challenges: The Trump administration's plan to set mineral prices using the Pentagon's AI pricing system faces opposition from European allies concerned about excessive U.S. influence, which could destabilize the market.
- Industry Disagreement: The U.S. mining sector shows significant division on how to advance cooperation with allies, as over 230 public submissions reveal differing views on price setting among miners and refiners, highlighting industry complexity.
- Future Negotiation Key: The G7 meeting will be a critical moment for discussing the reconstruction of mineral supply chains, as Western countries face the challenge of building a supply chain from mine to end product simultaneously, potentially impacting mineral markets for years to come.
See More
Historic U.S. Investment in MP Materials Boosts Stock Potential
- Government Investment Context: The U.S. government’s investment in MP Materials aims to establish a strategic reserve of crucial minerals, and despite a 42% drop from its 52-week high, the stock has potential to rise due to domestic supply chain rebuilding efforts.
- Importance of Rare Earth Elements: Rare earth elements are fundamental to modern technology and clean energy products, particularly in electric vehicles and defense systems, with China currently controlling about 70% of rare earth extraction and 90% of processing, highlighting the urgency for the U.S. to rebuild its supply chains.
- Historic Partnership Agreement: The public-private partnership between MP Materials and the U.S. Department of Defense sets a price floor of $110 per kilogram for NdPr products, ensuring the company’s competitiveness in the market and protecting it from being undercut by foreign competitors.
- Production Capacity Expansion: MP Materials is targeting a new facility launch by 2028 to increase its neodymium-iron-boron rare-earth magnets production to 10,000 metric tons per year, and with strong government support and technological innovations, the company is poised to enhance its market position significantly.
See More
Insider Buying at MP Materials and VFC
- Insider Buying at MP: COO Michael Stuart Rosenthal purchased 10,000 shares of MP Materials at $54.30 each on Tuesday, totaling $543,000, indicating strong confidence in the company's future and potentially boosting market trust in its stock.
- MP Stock Price Increase: Following Rosenthal's purchase, MP Materials' stock rose approximately 1.7% on Thursday, reflecting a positive market reaction to insider buying, which may attract more investor interest in the company.
- VFC Insider Purchase: Director Richard Carucci bought 30,000 shares of VFC at $17.17 each on Tuesday, amounting to a total investment of $515,010, signaling optimism about the company's prospects and potentially enhancing investor confidence.
- VFC Stock Performance: After Carucci's purchase, VFC's stock increased by about 4.9% on Thursday, indicating a favorable market response to insider buying, which could drive further appreciation in the company's stock.
See More
U.S. Strategic Moves to Rebuild Rare Earth Supply Chain
- Historic Partnership: MP Materials has entered into a historic public-private partnership with the U.S. Department of Defense, establishing a price floor of $110 per kilogram for its neodymium-praseodymium (NdPr) products, aimed at shielding the company from Chinese subsidized competition and accelerating U.S. supply chain independence.
- Growing Market Demand: Rare earth elements are essential for modern technology, defense systems, and clean energy products, particularly as the demand for rare earth permanent magnets in electric vehicles and data centers surges, which is expected to positively impact MP Materials' market performance.
- Production Capacity Expansion: MP Materials is targeting the launch of a new facility by 2028 that will increase its production of neodymium-iron-boron rare earth magnets tenfold to 10,000 metric tons per year, thereby enhancing its competitive position in the rare earth industry to meet rising market demands.
- Long-term Agreements: The company has secured long-term agreements with Apple and General Motors to recover rare earth magnets from electronic waste and supply U.S.-sourced rare earth materials for next-generation electric vehicles, further solidifying its domestic market position and driving future growth.
See More
