$REMX

China controls critical mineral processing with $120B invested since 2023, commanding 90% rare earth refining and raising Western supply chain vulnerabilities.

YieldMax launches MINY ETF using options strategies to generate income from strategic metals and mining companies, starting February 27, 2026.

Tungsten prices surge 500% yearly due to supply constraints, Chinese export curbs, and rising defense demand. Deficit expected through 2026 with limited near-term relief.