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Critical materials
Electrification, grid expansion, defense, batteries, and domestic supply policy are increasing the strategic value of materials with slow, concentrated supply chains.
CompanyWhy it mattersSignal
FCX
Freeport-McMoRan
Copper
Large copper assets provide direct exposure to grid, data-center, and electrification demand.
Solid · 70.9
$75.73
−0.94%
SCCO
Southern Copper
Copper
Long-life copper reserves can benefit from constrained supply and rising electrical demand.
Mixed · 50.0
$208.91
−0.42%
MP
MP Materials
Rare earths
U.S. rare-earth mining and magnet capacity support defense and supply-chain localization.
Mixed · 50.0
$54.75
−2.46%
ALB
Albemarle
Lithium
A global lithium position benefits if battery demand absorbs current oversupply.
Solid · 62.0
$134.92
−1.78%
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