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

Freeport owns large copper mines, so it benefits when grids, data centers, and electric vehicles need more metal.

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$69.52

−0.77%

SCCO

Southern Copper

Copper

Southern Copper has long-lived mines that could benefit if copper demand rises faster than supply.

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$200.54

−0.57%

MP Materials

Rare earths

MP is building a U.S. rare-earth supply chain for magnets used in defense and advanced manufacturing.

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$40.17

−3.47%

ALB

Albemarle

Lithium

Albemarle sells lithium used in batteries, so stronger electric-vehicle demand could lift its business.

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$95.48

−2.75%

6 more names and their full research context are available with Pro.

Resources for deeper research

IEA critical minerals ↗USGS critical minerals ↗DOE critical materials ↗

Curated research map · research only, not investment advice.