REMX is trading at $76.85, up +4.82%, after an August 6 U.S. Commerce Department rule keeps covered tungsten scrap and lithium-ion battery black mass available to domestic buyers.

  • Controls begin August 27 for one year, supporting tighter non-Chinese feedstock, domestic critical-minerals investment, and the strategic-minerals and recycling-supply-chain narrative.
  • Rare-earth prices were mostly steady August 7, so the move appears policy- and sector-driven, not a broad spot-price surge.