XME: Mining Companies Are Stealth Beneficiaries Of Cheaper Oil

I maintain a buy rating on State Street SPDR S&P Metals & Mining ETF due to strong price action and attractive valuation. XME benefits from lower energy costs, a moderate 17.6x P/E, and a compelling sub-1.0 PEG ratio, supporting the bullish case. The ETF is concentrated in U.S. small-cap materials, offering high EPS growth but elevated volatility and economic sensitivity.

Seeking Alpha • Jun 12, 2026

Metals and Mining Just Doubled the S&P 500 YTD: XME's Quiet Tear

If you eyeballed metals and mining a month ago, the headline almost wrote itself.

24/7 Wall Street • Jun 11, 2026

China Controls One Pivotal “AI Chokepoint.” Why America Can't Fix Its Rare Earths Problem Overnight

America's rare earths problem is often framed as a mining problem.

24/7 Wall Street • Jun 10, 2026

2 Sectors Where the Ultra-Wealthy Are Putting Their Money

Family offices poured more than $3 billion into tech, media, and telecom companies. But materials attracted the most capital—$4.8 billion.

Barrons • May 23, 2026

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

Zacks Investment Research • May 8, 2026

Japan PM Takaichi set for talks with Australia's Albanese on energy security

Japan Prime Minister Sanae Takaichi is set to hold talks in Canberra ​on Monday with Australian counterpart Anthony Albanese, ‌at which energy security and rare earths cooperation are likely to be high on the agenda.

Reuters • May 4, 2026

Embattled U.S. manufacturers show their metal, grow fourth month in a row despite Iran war

ISM shows strongest expansion since 2022 — but inflation is a big problem

Market Watch • May 1, 2026

Commodity Prices Are Soaring Again. Here Are 3 ETFs to Ride the Trend

The Invesco DB Agriculture Fund (NYSE:DBA) is a commodity pool that tracks the DBIQ Diversified Agriculture Index Excess Return by holding futures contracts on corn, soybeans, sugar, coffee, cocoa, wheat, cattle, and hogs.

24/7 Wall Street • Apr 24, 2026

XME: The Equal-Weight Metals Play For 2026

The SPDR S&P Metals & Mining ETF (XME) is positioned as a strategic vehicle for AI infrastructure, defense, and energy transition tailwinds. XME benefits from regulatory support, including the 'One Big Beautiful Bill Act' and 'Project Vault,' driving demand for critical minerals and domestic production. The fund's equal-weight approach offers diversified exposure to steel, copper, uranium, and other metals, with a forward P/E of 14.55x and projected 14.21% 3-5 year earnings growth.

Seeking Alpha • Apr 2, 2026

This Surprising Sector Has Slid During the Iran War

The SPDR S&P Metals and Mining ETF has fallen nearly 6% since the Iran conflict began as higher oil prices and economic slowdown fears weigh on metals demand.

Barrons • Mar 13, 2026