VVMX.DE is trading at €10.34, down 3.13%, amid pressure on rare-earth producers.

  • In Australian trading on October 12, Lynas and Iluka each fell at least 1.9%, while lithium producers gained.
  • The October 9 China–EU understanding to facilitate rare-earth and magnet export licensing may have eased supply concerns but preserves existing controls. It is a plausible headwind to supply-scarcity sentiment, not a confirmed direct cause of the ETF’s move.