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U.S.-Australia pact boosts rare earths supply chain, reducing reliance on China and opening new investment chances.

Market News
15 Jun 2026
ETF Trends
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Bullish
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The U.S. and Australia have deepened cooperation through the Critical Minerals Framework Agreement to secure supply chains for essential minerals like lithium, cobalt, and rare earths. This partnership aims to reduce dependence on China by developing mining and refining projects in trusted allied countries, supporting sectors such as defense, electric vehicles, and advanced technology. Investors can benefit from this shift via ETFs like the Sprott Rare Earths ex-China ETF (REXC), which focuses on companies outside China involved in rare earths exploration, mining, and processing. This move reflects a broader geopolitical trend toward reshoring critical mineral supply chains for greater security and resilience.

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Netflix Q2 revenue expected at $12.6B with operating margin forecast lowered to 32% for FY 2026

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