Rare Earth Stocks Buy Hold Avoid 2025 Guide
Published . Updated .
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REEx maps which rare earth stocks to buy, hold, or avoid as China tightens export controls and Western supply chains race to close the gap.
Directly affected
- No company is named in this report.
Indirectly affected
- REMX VanEck Rare Earth and Strategic Metals ETF
VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- SMH VanEck Semiconductor ETF
VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- FXI iShares China Large-Cap ETF
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- MP MP Materials
MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- USAR USA Rare Earth
USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- UPS United Parcel Service
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- FDX FedEx
FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| REMX | +7.48% | +6.24% | base | after close | after close | after close | after close |
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| SMHNo price data for this ticker | — | — | — | — | — | — | — |
| FXINo price data for this ticker | — | — | — | — | — | — | — |
| MP | -2.56% | -5.15% | base | after close | after close | after close | after close |
| USAR | +7.66% | +1.35% | base | after close | after close | after close | after close |
| UPSNo price data for this ticker | — | — | — | — | — | — | — |
| FDXNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Rare Earth Stocks Buy Hold Avoid 2025 Guide Rare Earth Exchanges
Source: Rare Earth Exchanges
Semiconductors
| Company | When | Move | Status |
|---|---|---|---|
| MP | three days earlier | -5.15% | final price |
| MP | five days earlier | -2.56% | final price |
| REMX | three days earlier | +6.24% | final price |
| REMX | five days earlier | +7.48% | final price |
| USAR | three days earlier | +1.35% | final price |
| USAR | five days earlier | +7.66% | final price |
Semiconductors
- Rep. Rick Larsen sold Fedex (FDX), worth $1,001 - $15,000 on 8 Oct 2026. That is 38 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Fedex (FDX) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 51 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Fedex (FDX), worth $1,001 - $15,000 on 24 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “Rare Earth Stocks Buy Hold Avoid 2025 Guide” looks
12 out of 100
“Rare Earth Stocks Buy Hold Avoid 2025 Guide” scores 12 out of 100. The score uses 1 sources.