Inside the Rare Earths Opportunity

May 15, 2026 | (6 mins 09 secs) Rare earth elements are a group of 17 minerals essential to powering today’s most critical industries—from AI and data centers to defense systems and clean energy—yet their supply chain remains heavily concentrated in China. Sprott’s Jacob White, CFA, joins Bloor Street Capital’s Jimmy Connor to discuss the growing global push to diversify rare earth supply and to introduce the Sprott Rare Earths Ex-China ETF (REXC), which is designed to give investors targeted exposure to rare earth companies outside of China. https://sprott.com/insights/inside-the-rare-earths-opportunity/