Education
Rare Earths Education Center
Rare earth elements (REEs) are a subset of critical materials, consisting of 17 chemically similar elements essential to high-performance technologies.
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Please see the bottom of the page for Investment Risks and other Important Disclosures.
Special Report – Rare Earths as a National Security Asset: Why Ex-China Supply Matters
Rare earths have become a geopolitical priority—critical to defense, technology and energy—yet their supply chain remains heavily dominated by China, driving urgent demand for ex-China sources. As global investment accelerates to secure independent supply chains, producers outside China are positioned for structural growth. The Sprott Rare Earths Ex-China ETF (REXC) offers targeted exposure to this emerging opportunity at the center of a global realignment.
Latest Resources
Podcast – A New Rare Earths Supply Chain Is Taking Shape
Rare earths are at the center of a global power struggle. In this episode, Canaccord Genuity mining analyst Reg Spencer unpacks the widening gap between explosive demand—from EVs to robotics—and a supply chain tightly controlled by China. He joins host Ed Coyne to explore how the U.S. and its allies are racing to build new supply and what that could mean for investors.
Presentation - The Rare Earths Investment Case:
The Strategic Demand Imperative
Rare earths sit at the center of powerful structural demand, driven by electrification, AI, defense and energy transition technologies that are rapidly scaling globally. At the same time, supply is highly concentrated—dominated by China—making secure, diversified supply chains a national priority and a catalyst for investment outside China.
Why Are Rare Earths a National Priority?
Rare earths are no longer just industrial inputs—they’re strategic assets. Securing them is about national security, economic resilience and technological independence in an increasingly competitive global landscape.
Rare Earths: Power in the Palm of Your Hand
Rare earths power the core functions of smartphones—enabling vivid displays, powerful speakers, precise vibration and compact, high-performance components. Without them, your phone would be bigger, weaker and far less advanced.
Nasdaq Sprott Rare Earths Ex-China™ Index (NSREXC™)
The Nasdaq Sprott Rare Earths Ex-China Index (the “Index”) is designed to track the performance of a selection of rare earth industry securities with exposure outside China which are widely applied in various high-tech devices, energy technologies and industrial applications. Sprott Rare Earths Ex-China ETF (Nasdaq: REXC) invests exclusively in rare earth companies outside of China that may have significant growth potential as supply chain security becomes a national priority. REXC seeks to provide investment results that correspond generally to the total return performance of the Nasdaq Sprott Rare Earths Ex-China™ Index (NSREXC™).
More on Rare Earths
“Rare earth elements are essential to defense, technology and energy. The U.S. and its allies are racing to secure alternative supplies outside China, positioning global producers to benefit from a major structural shift.”
Jacob White, CFA
Director, ETF Product Management, Sprott Asset Management
Important Disclosures & Definitions
An investor should consider the investment objectives, risks, charges, and expenses carefully before investing. To obtain a Sprott Rare Earths Ex-China ETF Statutory Prospectus, which contains this and other information, visit https://sprottetfs.com/rexc/prospectus, contact your financial professional or call 888.622.1813. Read the Prospectus carefully before investing.
Exchange Traded Funds (ETFs) are considered to have continuous liquidity because they allow for an individual to trade throughout the day, which may indicate higher transaction costs and result in higher taxes when fund shares are held in a taxable account.
The funds are non-diversified and can invest a greater portion of assets in securities of individual issuers, particularly those in the natural resources and/or precious metals industry, which may experience greater price volatility. Relative to other sectors, natural resources and precious metals investments have higher headline risk and are more sensitive to changes in economic data, political or regulatory events, and underlying commodity price fluctuations. Risks related to extraction, storage and liquidity should also be considered.
Shares are not individually redeemable. Investors buy and sell shares of the funds on a secondary market. Only “authorized participants” may trade directly with the funds, typically in blocks of 10,000 shares.
The Sprott Rare Earths Ex-China ETF and the Sprott Active Metals & Miners ETF are new and have limited operating history.
Sprott Asset Management USA, Inc. is the Investment Adviser to the Sprott Rare Earths Ex-China ETF. ALPS Distributors, Inc. is the Distributor for the Sprott ETFs and is a registered broker-dealer and FINRA Member. ALPS Distributors, Inc. is not affiliated with Sprott Asset Management USA, Inc.