VanEck Rare Earth and Strategic Metals ETF is trading 3.1% higher today, extending a sharp rebound as rare-earth and strategic metals names rally on easing but still elevated geopolitical supply risks.

  • The ETF is benefiting from broad risk-on sentiment, with major U.S. indices up and commodities catching a bid as investors seek real-asset and inflation-hedge exposure.
  • Market interest in strategic materials follows hotter-than-expected inflation data and prior Iran-related tensions.