New Updated Rankings!

[John]

Hi guys

We have launched the new REEx website.

And the rankings have been updated (current from about 25 Nov 2025).

Link is here:
https://rareearthexchanges.com/reex-insights/

It is now behind a paywall. But if you join, it is free for the first three months. So you can see if it is useful for you.

Please provide us lots of feedback either here or to my email john@rareearthexchanges.com

John

 

[Vin]

2 Questions: Where do I find Arnold Magnetic (CODI)? I can't find it listed anywhere.
Also, is there a REEX ETF and if so what exchange is it on? Thanks

 

[John]

2 Questions: Where do I find Arnold Magnetic (CODI)? I can't find it listed anywhere.
Also, is there a REEX ETF and if so what exchange is it on? Thanks

Hi @Vin

CODI is in our magnet rankings:
https://rareearthexchanges.com/reex-insights/rankings/magnets/

The REEx ETF is curently just a theorethical execrcise, based on our rankings and other public data that we distill. We have been talking to banks...so watch this space.
https://rareearthexchanges.com/reex-insights/reex-etf/

 

[Les Confer]

Just saw the updated processor rankings and "theoretical" REEx ETF:
* Compared to earlier draft in August, "Technology Type" now a score instead of being more explicit. I did brief cross referencing to suggest that SX gets a 7, whereas using IX gets an 8. Could you add this Tech type scoring (i.e. code?) system in comments below rank table?
* Ditto the "Element Separation Capability Score". Understanding that "processing capability" might refer to yield, purity, or capacity, or ?.
* For the REEx ETF, was pleased to see "Processor" market segment taking large, 29% of your planned ETF. Could that be further broken down into: 1. operating plant sites able to purify REEs versus 2. chemical equipment/technology companies who market their products to downstream mines or REE waste recyclers?

 

[John]

Just saw the updated processor rankings and "theoretical" REEx ETF:
* Compared to earlier draft in August, "Technology Type" now a score instead of being more explicit. I did brief cross referencing to suggest that SX gets a 7, whereas using IX gets an 8. Could you add this Tech type scoring (i.e. code?) system in comments below rank table?
* Ditto the "Element Separation Capability Score". Understanding that "processing capability" might refer to yield, purity, or capacity, or ?.
* For the REEx ETF, was pleased to see "Processor" market segment taking large, 29% of your planned ETF. Could that be further broken down into: 1. operating plant sites able to purify REEs versus 2. chemical equipment/technology companies who market their products to downstream mines or REE waste recyclers?

Hi @Les Confer

Yeah we made some changes in what we show. From my discussion with technical experts....solvant is the only method that has worked truely at scale. The rest are really experimental. And they may work. Just not yeet proven at scale.

Again...for Element Seperation Capability score.....very few in the west doing LREE at scale to oxide. And no one doing HREE at scale in the west.

Yeah the reagents/chemcials/equitpment is something we need to look further into. Again...there are not many that are Ex-China. And along with processing...is a choke point that people really are not looking at. If china wanted to they could stop shipping REE and the chemcials used to process them.

 

[Vin]

Hi guys

We have launched the new REEx website.

And the rankings have been updated (current from about 25 Nov 2025).

Link is here:
https://rareearthexchanges.com/reex-insights/

It is now behind a paywall. But if you join, it is free for the first three months. So you can see if it is useful for you.

Please provide us lots of feedback either here or to my email john@rareearthexchanges.com

John

IS THE MOST CURRENT uPDATE 11/25?

 

[John]

Correct.

We are working on some methods to make the updates more often. Stay tuned.

 

[Vin]

Hi @Vin

CODI is in our magnet rankings:
https://rareearthexchanges.com/reex-insights/rankings/magnets/

The REEx ETF is curently just a theorethical execrcise, based on our rankings and other public data that we distill. We have been talking to banks...so watch this space.
https://rareearthexchanges.com/reex-insights/reex-etf/

I can't find CODI listed on any US stock exchange.

 

[John]

I can't find CODI listed on any US stock exchange.

https://ir.compassdiversified.com/

They are def listed on the NYSE under CODI

 

[Vin]

Hi @Vin

CODI is in our magnet rankings:
https://rareearthexchanges.com/reex-insights/rankings/magnets/

The REEx ETF is curently just a theorethical execrcise, based on our rankings and other public data that we distill. We have been talking to banks...so watch this space.
https://rareearthexchanges.com/reex-insights/reex-etf/

Any closer to the real thing? V

 

[John]

We have looked into it. And met with many ETF businesses.

The short answer...is there is barely any money in it unless we partner with a BIG player (like Blackstone...JP Morgan...etc.) and we get a % of total funds managed.

So this surprised me....And it should also act as a warning. The thinking behind many of these ETF is C R A P. Made me go look at all the ETF I hold in our Super Fund.

One that has been recently released, is really just all the rare earth players with weightings given by market cap.

The REEx ETF was far superior. Using public information, but with complex algorythms. Kinda like our rankings...but much more detail.

If anyone has contacts for any of the big players....give them my email ( john@rareearthexchanges.com ). We can cut you into any deal we make.

The ex-China RE and Mag sector is only just beginning.....sooooo much money to be made and lost. Data and knowledge is key...and we have it.