{ "publisher": "Critical-Minerals.si", "homepage": "https://critical-minerals.si", "terms": "https://critical-minerals.si/data#terms", "attribution": "Critical-Minerals.si (https://critical-minerals.si)", "generated": "2026-10-09", "note": "Identity and exposure only. Prices and market capitalization are shown on the site but not redistributed here.", "count": 79, "companies": [ { "ticker": "FCX", "alt_ticker": null, "name": "Freeport-McMoRan", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "molybdenum", "gold" ], "buckets": [ "grid" ], "hq_country": "US", "website": "https://fcx.com", "description": "One of the largest listed copper miners, with mines in the Americas and Indonesia's Grasberg. Copper is most of what it sells, making it a liquid way to own the wire-and-busbar side of AI build-outs.", "us_operations": "Morenci and other copper mines in Arizona and New Mexico; molybdenum mines in Colorado", "us_operations_source": "https://fcx-prod.fmi.com/operations/north-america", "government_support": null, "government_support_source": null }, { "ticker": "SCCO", "alt_ticker": null, "name": "Southern Copper", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "molybdenum", "silver", "zinc" ], "buckets": [ "grid" ], "hq_country": "US", "website": "https://www.southerncoppercorp.com", "description": "Copper miner and smelter in Mexico and Peru, controlled by Grupo México. It is one of the purest large-cap copper stocks and also produces molybdenum.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "TECK", "alt_ticker": null, "name": "Teck Resources", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "zinc", "germanium", "indium" ], "buckets": [ "grid", "chips" ], "hq_country": "CA", "website": "https://www.teck.com", "description": "Canadian copper and zinc miner whose Trail complex in British Columbia is one of the world's largest integrated germanium producers. That makes it a rare Western source of a chip-grade metal China now restricts.", "us_operations": "Red Dog zinc-lead mine, Alaska", "us_operations_source": "https://www.teck.com/operations/united-states/operations/red-dog/", "government_support": "Canada Growth Fund and Natural Resources Canada agreed to fund strategic-metals output at the Trail smelter.", "government_support_source": "https://www.teck.com/news/news-releases/2026/teck,-canada-growth-fund-and-canada-critical-minerals-accelerator-sign-agreement-to-support-strategic-metals-production-at-trail-smelter" }, { "ticker": "IVN.TO", "alt_ticker": "IVPAF", "name": "Ivanhoe Mines", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "zinc", "germanium", "platinum" ], "buckets": [ "grid" ], "hq_country": "CA", "website": "https://www.ivanhoemines.com", "description": "Africa-focused miner behind the Kamoa-Kakula copper complex in the DRC. Its restarted Kipushi zinc mine also carries germanium, a possible future supply source outside China.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "FQVLF", "alt_ticker": null, "name": "First Quantum Minerals", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "nickel", "gold" ], "buckets": [ "grid" ], "hq_country": "CA", "website": "https://www.first-quantum.com", "description": "Copper-focused miner with large operations in Zambia and Panama. Its Cobre Panamá mine restarted copper production in Q2 2026 after a 2023 shutdown, so the company carries both copper-price and Panama political risk.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "ANTO.L", "alt_ticker": "ANFGF", "name": "Antofagasta", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "pure", "minerals": [ "copper", "molybdenum", "gold" ], "buckets": [ "grid" ], "hq_country": "GB", "website": "https://www.antofagasta.co.uk", "description": "Chile-based copper miner listed in London and controlled by the Luksic family. Almost all its revenue is copper, so it tracks the copper price closely.", "us_operations": "Twin Metals copper-nickel project, Minnesota (development)", "us_operations_source": "https://www.twin-metals.com/meet-twin-metals/about-the-project/", "government_support": null, "government_support_source": null }, { "ticker": "HBM", "alt_ticker": null, "name": "Hudbay Minerals", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "zinc", "gold" ], "buckets": [ "grid" ], "hq_country": "CA", "website": "https://www.hudbayminerals.com", "description": "Mid-sized copper miner in Canada, Peru and the US, with a copper project in Arizona that could add domestic US supply.", "us_operations": "Copper World project, Arizona (development)", "us_operations_source": "https://www.copperworldaz.com/faq", "government_support": null, "government_support_source": null }, { "ticker": "601899.SS", "alt_ticker": null, "name": "Zijin Mining", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "gold", "zinc", "lithium" ], "buckets": [ "grid" ], "hq_country": "CN", "website": "https://www.zjky.cn", "description": "China's largest listed miner, with copper and gold mines across Africa, Latin America and Asia, and a growing lithium business. It shows how much mine output Chinese companies control outside China.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "600362.SS", "alt_ticker": null, "name": "Jiangxi Copper", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "copper", "gold" ], "buckets": [ "grid" ], "hq_country": "CN", "website": "https://www.jxcc.com", "description": "Chinese state-backed copper miner and one of the world's largest copper smelters and refiners.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "CLF", "alt_ticker": null, "name": "Cleveland-Cliffs", "type": "company", "stage": "processor", "size_tier": "mid-tier", "exposure_purity": "partial", "minerals": [ "electrical_steel", "iron" ], "buckets": [ "grid" ], "hq_country": "US", "website": "https://www.clevelandcliffs.com", "description": "US steelmaker that is the only domestic producer of grain-oriented electrical steel, the core material of power transformers. Transformer shortages are a bottleneck for connecting new data centers to the grid.", "us_operations": "Butler Works electrical steel, Pennsylvania, and other US steel plants", "us_operations_source": "https://www.clevelandcliffs.com/operations/steelmaking/butler-works", "government_support": "Defense Logistics Agency awarded a $400M sole-source contract for grain-oriented electrical steel.", "government_support_source": "https://defence-blog.com/pentagon-locks-in-critical-transformer-steel-supply/" }, { "ticker": "AA", "alt_ticker": null, "name": "Alcoa", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "aluminum", "gallium" ], "buckets": [ "grid", "chips" ], "hq_country": "US", "website": "https://www.alcoa.com", "description": "US aluminum and alumina producer. Gallium can be recovered from alumina refining, and Alcoa is building a gallium plant at its Wagerup refinery in Western Australia.", "us_operations": "Massena (NY) and Warrick (IN) aluminum smelters", "us_operations_source": "https://www.alcoa.com/careers/en/us-opportunities", "government_support": "US Department of Defense committed a $174M equity investment to the Wagerup gallium project.", "government_support_source": "https://asiatimes.com/2026/09/us-japan-race-to-secure-chip-grade-minerals-as-china-curbs-exports/" }, { "ticker": "CENX", "alt_ticker": null, "name": "Century Aluminum", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "aluminum" ], "buckets": [ "grid" ], "hq_country": "US", "website": "https://centuryaluminum.com", "description": "The largest US primary aluminum producer, with smelters in the US and Iceland. Aluminum goes into data-center racks, cabling and cooling.", "us_operations": "Mt. Holly (SC) and Sebree (KY) aluminum smelters", "us_operations_source": "https://centuryaluminum.com/locations/", "government_support": null, "government_support_source": null }, { "ticker": "COPX", "alt_ticker": null, "name": "Global X Copper Miners ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "copper" ], "buckets": [ "grid" ], "hq_country": "US", "website": null, "description": "ETF holding a broad basket of copper mining stocks. A simple one-ticker way to own copper miners.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "COPP", "alt_ticker": null, "name": "Sprott Copper Miners ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "copper" ], "buckets": [ "grid" ], "hq_country": "US", "website": null, "description": "Copper-miner ETF from Sprott that weights toward companies with the most copper revenue. Much smaller and less liquid than COPX.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "CPER", "alt_ticker": null, "name": "United States Copper Index Fund", "type": "commodity fund", "stage": "trust", "size_tier": "fund", "exposure_purity": "commodity", "minerals": [ "copper" ], "buckets": [ "grid" ], "hq_country": "US", "website": null, "description": "Fund that tracks copper futures rather than mining stocks, so returns follow the metal price without mining-company operating risk.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "010130.KS", "alt_ticker": null, "name": "Korea Zinc", "type": "company", "stage": "processor", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "zinc", "lead", "indium", "antimony", "bismuth", "tellurium", "cobalt", "selenium" ], "buckets": [ "chips" ], "hq_country": "KR", "website": "https://www.koreazinc.co.kr", "description": "South Korea's largest nonferrous smelter and a major recoverer of byproduct critical metals such as indium, antimony and bismuth. It is building a US smelter in Clarksville, Tennessee.", "us_operations": "Planned critical-metals smelter in Clarksville, Tennessee", "us_operations_source": "https://www.spglobal.com/energy/en/news-research/latest-news/metals/040226-korea-zinc-launches-crucible-zinc-to-build-us-critical-metals-smelter", "government_support": "Pentagon to hold 40% of the Tennessee smelter joint venture; US strategic investors get about 10% of Korea Zinc.", "government_support_source": "https://www.reuters.com/business/autos-transportation/trump-administrations-investment-push-rare-earth-companies-chipmakers-2026-06-17/" }, { "ticker": "UMI.BR", "alt_ticker": "UMICY", "name": "Umicore", "type": "company", "stage": "processor", "size_tier": "mid-tier", "exposure_purity": "partial", "minerals": [ "cobalt", "nickel", "germanium", "platinum" ], "buckets": [ "chips", "storage" ], "hq_country": "BE", "website": "https://www.umicore.com", "description": "Belgian materials and recycling company covering battery cathodes, catalysts and specialty metals, including germanium products.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "VNP.TO", "alt_ticker": "FPLSF", "name": "5N Plus", "type": "company", "stage": "processor", "size_tier": "mid-tier", "exposure_purity": "partial", "minerals": [ "germanium", "tellurium", "bismuth" ], "buckets": [ "chips" ], "hq_country": "CA", "website": "https://www.5nplus.com", "description": "Canadian specialty-semiconductor maker that produces high-purity germanium wafers, used mainly in space solar cells, plus other specialty-metal compounds.", "us_operations": "Specialty semiconductor plant in St. George, Utah", "us_operations_source": "https://www.newswire.ca/news-releases/5n-to-expand-st-george-utah-production-facility-by-50-to-support-future-growth-857059381.html", "government_support": null, "government_support_source": null }, { "ticker": "AXTI", "alt_ticker": null, "name": "AXT Inc", "type": "company", "stage": "processor", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "indium", "gallium", "germanium" ], "buckets": [ "chips" ], "hq_country": "US", "website": "https://investors.axt.com", "description": "Maker of indium phosphide and gallium arsenide wafers. Indium phosphide is the base material for the lasers inside data-center optical links. Much of its production sits in China.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "GSM", "alt_ticker": null, "name": "Ferroglobe", "type": "company", "stage": "processor", "size_tier": "junior", "exposure_purity": "partial", "minerals": [ "silicon", "manganese" ], "buckets": [ "chips" ], "hq_country": "GB", "website": "https://www.ferroglobe.com", "description": "One of the largest Western producers of silicon metal and ferroalloys, the upstream raw material for polysilicon and silicones.", "us_operations": "Silicon metal plants in Ohio, Alabama and other US states", "us_operations_source": "https://www.ferroglobe.com/about-ferroglobe/industrial-footprint/selma", "government_support": null, "government_support_source": null }, { "ticker": "WCH.DE", "alt_ticker": null, "name": "Wacker Chemie", "type": "company", "stage": "processor", "size_tier": "mid-tier", "exposure_purity": "partial", "minerals": [ "silicon" ], "buckets": [ "chips" ], "hq_country": "DE", "website": "https://www.wacker.com", "description": "German chemicals group and one of the few non-Chinese makers of hyper-pure polysilicon for semiconductor wafers.", "us_operations": "Polysilicon plant in Charleston, Tennessee", "us_operations_source": "https://www.wacker.com/cms/en-us/about-wacker/production-sites/charleston.html", "government_support": null, "government_support_source": null }, { "ticker": "COHR", "alt_ticker": null, "name": "Coherent", "type": "company", "stage": "downstream", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "indium", "silicon_carbide" ], "buckets": [ "chips" ], "hq_country": "US", "website": "https://www.coherent.com", "description": "Downstream photonics company that makes indium-phosphide lasers and silicon-carbide materials for AI networking and data-center power. It is a buyer of critical minerals rather than a producer.", "us_operations": "Compound-semiconductor fab in Sherman, Texas", "us_operations_source": "https://www.nist.gov/news-events/news/2024/12/biden-harris-administration-announce-preliminary-terms-coherent-skywater", "government_support": null, "government_support_source": null }, { "ticker": "MP", "alt_ticker": null, "name": "MP Materials", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "neodymium", "praseodymium", "lanthanum", "cerium", "samarium" ], "buckets": [ "magnets" ], "hq_country": "US", "website": "https://mpmaterials.com", "description": "Owner of Mountain Pass in California, the only scaled rare-earth mine in the US, and is building magnet capacity. It is the main US play on rare-earth magnets.", "us_operations": "Mountain Pass rare-earth mine (CA) and Independence magnet plant (TX)", "us_operations_source": "https://mpmaterials.com/magnetics/", "government_support": "US Department of Defense holds about a 15% stake, its largest shareholder, alongside a 10-year NdPr price floor and magnet offtake.", "government_support_source": "https://www.reuters.com/business/autos-transportation/trump-administrations-investment-push-rare-earth-companies-chipmakers-2026-06-17/" }, { "ticker": "LYC.AX", "alt_ticker": "LYSDY", "name": "Lynas Rare Earths", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "neodymium", "praseodymium", "dysprosium", "terbium" ], "buckets": [ "magnets" ], "hq_country": "AU", "website": "https://www.lynasrareearths.com", "description": "The largest rare-earth producer outside China, mining in Western Australia and processing in Malaysia.", "us_operations": "Planned rare-earth processing plant in Seadrift, Texas", "us_operations_source": "https://lynasrareearths.com/wp-content/uploads/2025/05/Lynas-USA-May-2025-FAQs-combined.pdf", "government_support": null, "government_support_source": null }, { "ticker": "USAR", "alt_ticker": null, "name": "USA Rare Earth", "type": "company", "stage": "developer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "neodymium" ], "buckets": [ "magnets", "strategic" ], "hq_country": "US", "website": "https://www.usare.com", "description": "Developer of a US mine-to-magnet chain for neodymium-iron-boron magnets, built around a magnet plant in Stillwater, Oklahoma. It is pre-revenue at scale, and China has put it on an export-control list.", "us_operations": "Stillwater, Oklahoma magnet plant and Round Top deposit, Texas", "us_operations_source": "https://www.mining.com/usa-rare-earth-commissions-new-magnet-production-line-at-oklahoma-plant/", "government_support": "Administration taking a 10% stake as part of a $1.6B debt-and-equity package.", "government_support_source": "https://www.cnbc.com/2026/01/24/us-rare-earths-miner.html" }, { "ticker": "UUUU", "alt_ticker": null, "name": "Energy Fuels", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "partial", "minerals": [ "uranium", "vanadium", "dysprosium", "terbium" ], "buckets": [ "magnets", "nuclear" ], "hq_country": "US", "website": "https://www.energyfuels.com", "description": "Top US uranium producer whose White Mesa Mill in Utah also separates rare earths. In 2026 it reported pilot-scale terbium production from US monazite.", "us_operations": "White Mesa Mill, Utah (uranium and rare-earth separation) and US uranium mines", "us_operations_source": "https://investors.energyfuels.com/2026-07-29-Commercial-Scale-Heavy-Rare-Earth-Plant-Now-Under-Construction-in-Utah", "government_support": null, "government_support_source": null }, { "ticker": "ILU.AX", "alt_ticker": "ILKAF", "name": "Iluka Resources", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "partial", "minerals": [ "zirconium", "titanium" ], "buckets": [ "magnets" ], "hq_country": "AU", "website": "https://www.iluka.com", "description": "Australian mineral-sands producer of zircon and titanium feedstocks, building a government-funded rare-earth refinery.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "NEO.TO", "alt_ticker": "NOPMF", "name": "Neo Performance Materials", "type": "company", "stage": "processor", "size_tier": "junior", "exposure_purity": "partial", "minerals": [ "neodymium" ], "buckets": [ "magnets" ], "hq_country": "CA", "website": "https://www.neomaterials.com", "description": "Rare-earth processor and maker of Magnequench magnet powders, with plants in Asia and Europe.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "ARU.AX", "alt_ticker": "ARAFF", "name": "Arafura Rare Earths", "type": "company", "stage": "developer", "size_tier": "junior", "exposure_purity": "pure", "minerals": [ "neodymium", "praseodymium" ], "buckets": [ "magnets" ], "hq_country": "AU", "website": "https://www.arultd.com", "description": "Developer of the Nolans neodymium-praseodymium project in Australia's Northern Territory. It is pre-production.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "600111.SS", "alt_ticker": null, "name": "China Northern Rare Earth", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "pure", "minerals": [ "neodymium", "lanthanum", "cerium" ], "buckets": [ "magnets" ], "hq_country": "CN", "website": "http://www.reht.com", "description": "Chinese state-controlled giant and the world's largest light rare-earth producer, supplying salts, oxides, metals and magnet materials. ", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "000831.SZ", "alt_ticker": null, "name": "China Rare Earth Resources & Technology", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "dysprosium", "terbium", "lanthanum", "cerium" ], "buckets": [ "magnets" ], "hq_country": "CN", "website": "https://www.cmreltd.com", "description": "China Minmetals' listed rare-earth arm, focused on the medium and heavy rare earths China tightly controls.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "REMX", "alt_ticker": null, "name": "VanEck Rare Earth & Strategic Metals ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "neodymium", "lithium", "tungsten" ], "buckets": [ "magnets", "strategic", "diversified" ], "hq_country": "US", "website": null, "description": "ETF holding rare-earth and strategic-metal miners across lithium, rare earths, uranium and other niche metals, with significant China exposure.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "ALB", "alt_ticker": null, "name": "Albemarle", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "lithium" ], "buckets": [ "storage" ], "hq_country": "US", "website": "https://www.albemarle.com", "description": "The largest US-listed lithium producer, with brine in Chile and hard-rock assets in Australia. Lithium feeds battery storage at data centers and on the grid.", "us_operations": "Silver Peak lithium brine (NV) and Kings Mountain (NC)", "us_operations_source": "https://www.albemarle.com/us/en/global-locations/united-states", "government_support": null, "government_support_source": null }, { "ticker": "SQM", "alt_ticker": null, "name": "SQM", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "lithium", "potash" ], "buckets": [ "storage" ], "hq_country": "CL", "website": "https://www.sqm.com", "description": "Chilean producer of lithium from the Atacama brines plus potash and specialty fertilizers. It is one of the lowest-cost lithium sources.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "PLS.AX", "alt_ticker": null, "name": "PLS Group (Pilbara Minerals)", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "lithium", "tantalum" ], "buckets": [ "storage" ], "hq_country": "AU", "website": "https://pls.com", "description": "Australian spodumene miner (formerly Pilbara Minerals) running the Pilgangoora lithium-tantalum operation. 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A micro-cap.", "us_operations": "Kellyton, Alabama graphite plant (under construction)", "us_operations_source": "https://westwaterresources.com/operations/kellyton-processing-plant/default.aspx", "government_support": null, "government_support_source": null }, { "ticker": "603993.SS", "alt_ticker": "CMCLF", "name": "CMOC Group", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "partial", "minerals": [ "cobalt", "copper", "molybdenum", "tungsten", "niobium" ], "buckets": [ "storage", "grid" ], "hq_country": "CN", "website": "https://www.cmoc.com", "description": "Chinese miner that became the world's largest cobalt producer through its DRC mines (Tenke Fungurume, Kisanfu). 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It is diversified, but battery and grid metals are central.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "VALE", "alt_ticker": null, "name": "Vale", "type": "company", "stage": "major", "size_tier": "major", "exposure_purity": "diversified", "minerals": [ "iron", "nickel", "copper" ], "buckets": [ "storage", "diversified" ], "hq_country": "BR", "website": "https://www.vale.com", "description": "Brazilian iron-ore giant whose base-metals unit is a top nickel producer and growing copper miner.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "LIT", "alt_ticker": null, "name": "Global X Lithium & Battery Tech ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "lithium" ], "buckets": [ "storage" ], "hq_country": "US", "website": null, "description": "ETF spanning lithium miners and battery makers, so a large share of its exposure is downstream batteries rather than raw lithium.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "LITP", "alt_ticker": null, "name": "Sprott Lithium Miners ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "lithium" ], "buckets": [ "storage" ], "hq_country": "US", "website": null, "description": "Sprott ETF focused on lithium miners rather than battery makers, giving more direct lithium-price exposure than LIT.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "CCJ", "alt_ticker": null, "name": "Cameco", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "pure", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "CA", "website": "https://www.cameco.com", "description": "The largest Western uranium miner, plus fuel services and a stake in Westinghouse. Hyperscalers signing nuclear power deals make it the core AI-power-generation mining stock.", "us_operations": "Smith Ranch-Highland (WY) and Crow Butte (NE) ISR uranium", "us_operations_source": "https://www.camecoresources.com/about", "government_support": null, "government_support_source": null }, { "ticker": "KAP.L", "alt_ticker": null, "name": "Kazatomprom", "type": "company", "stage": "producer", "size_tier": "major", "exposure_purity": "pure", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "KZ", "website": "https://www.kazatomprom.kz", "description": "Kazakhstan's state-controlled uranium company and the world's largest producer and seller of natural uranium, listed in London and Astana.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "NXE", "alt_ticker": null, "name": "NexGen Energy", "type": "company", "stage": "developer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "CA", "website": "https://www.nexgenenergy.ca", "description": "Developer of Rook I in Saskatchewan's Athabasca Basin, one of the largest undeveloped high-grade uranium deposits.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "UEC", "alt_ticker": null, "name": "Uranium Energy Corp", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "uranium", "titanium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": "https://www.uraniumenergy.com", "description": "US in-situ uranium producer with a large US resource base and Canadian projects.", "us_operations": "ISR uranium in Texas and Wyoming", "us_operations_source": "https://www.ans.org/news/2026-04-17/article-7945/uranium-energy-corp-begins-production-at-burke-hollow/", "government_support": null, "government_support_source": null }, { "ticker": "DNN", "alt_ticker": null, "name": "Denison Mines", "type": "company", "stage": "developer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "CA", "website": "https://www.denisonmines.com", "description": "Developer of the Wheeler River uranium project in Saskatchewan's Athabasca Basin.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "SRUUF", "alt_ticker": null, "name": "Sprott Physical Uranium Trust", "type": "commodity fund", "stage": "trust", "size_tier": "fund", "exposure_purity": "commodity", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": null, "description": "Closed-end trust that holds physical uranium, so it tracks the uranium price without mining risk.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "URA", "alt_ticker": null, "name": "Global X Uranium ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": null, "description": "The largest uranium ETF, mixing miners with nuclear-component and utility-adjacent names.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "URNM", "alt_ticker": null, "name": "Sprott Uranium Miners ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": null, "description": "Sprott uranium-miners ETF with higher purity to mining and physical uranium than URA.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "URNJ", "alt_ticker": null, "name": "Sprott Junior Uranium Miners ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": null, "description": "Sprott ETF of junior uranium miners and developers. Higher risk and higher beta.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "ALM", "alt_ticker": null, "name": "Almonty Industries", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "tungsten" ], "buckets": [ "strategic" ], "hq_country": "US", "website": "https://almonty.com", "description": "US-domiciled tungsten miner whose Sangdong mine in South Korea began producing in 2026. Almonty says it could supply about 40% of Western tungsten demand at full capacity.", "us_operations": "Gentung Browns Lake tungsten project, Montana", "us_operations_source": "https://almonty.com/project/gentung-browns-lake/", "government_support": null, "government_support_source": null }, { "ticker": "PPTA", "alt_ticker": null, "name": "Perpetua Resources", "type": "company", "stage": "developer", "size_tier": "mid-tier", "exposure_purity": "partial", "minerals": [ "antimony", "gold" ], "buckets": [ "strategic" ], "hq_country": "US", "website": "https://www.perpetuaresources.com", "description": "Developing the Stibnite gold-antimony project in Idaho, positioned as the only domestically mined US antimony source.", "us_operations": "Stibnite gold-antimony project, Idaho", "us_operations_source": "https://perpetuaresources.com/project/", "government_support": "EXIM Bank approved a $2.9B loan for Stibnite.", "government_support_source": "https://www.cnbc.com/2026/05/21/miner-perpetua-resources-secures-2point9-billion-us-loan-for-idaho-gold-antimony-project.html" }, { "ticker": "UAMY", "alt_ticker": null, "name": "United States Antimony", "type": "company", "stage": "processor", "size_tier": "junior", "exposure_purity": "pure", "minerals": [ "antimony" ], "buckets": [ "strategic" ], "hq_country": "US", "website": "https://www.usantimony.com", "description": "Small US antimony smelter and zeolite producer. One of the few non-Chinese antimony processors.", "us_operations": "Antimony smelter in Thompson Falls, Montana, and mining in Alaska and Montana", "us_operations_source": "https://usantimony.com/operations/", "government_support": null, "government_support_source": null }, { "ticker": "AFM.V", "alt_ticker": "AFMJF", "name": "Alphamin Resources", "type": "company", "stage": "producer", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "tin" ], "buckets": [ "strategic" ], "hq_country": "MU", "website": "https://www.alphaminresources.com", "description": "Owner of the Bisie mine in eastern DRC, the world's highest-grade tin mine and about 7% of global mined supply. Tin is the solder on every circuit board.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "BHP", "alt_ticker": null, "name": "BHP Group", "type": "company", "stage": "major", "size_tier": "major", "exposure_purity": "diversified", "minerals": [ "copper", "iron", "potash", "nickel" ], "buckets": [ "diversified", "grid" ], "hq_country": "AU", "website": "https://www.bhp.com", "description": "The world's largest listed miner. Copper is its main growth engine alongside iron ore.", "us_operations": "45% of the Resolution Copper project, Arizona (development)", "us_operations_source": "https://www.bhp.com/what-we-do/global-locations/united-states/resolution-copper-arizona", "government_support": null, "government_support_source": null }, { "ticker": "RIO", "alt_ticker": null, "name": "Rio Tinto", "type": "company", "stage": "major", "size_tier": "major", "exposure_purity": "diversified", "minerals": [ "iron", "copper", "aluminum", "lithium" ], "buckets": [ "diversified", "grid", "storage" ], "hq_country": "GB", "website": "https://www.riotinto.com", "description": "Iron-ore major that has built out copper, aluminum and, since buying Arcadium, lithium.", "us_operations": "Kennecott copper (UT), Boron (CA) and 55% of Resolution Copper (AZ)", "us_operations_source": "https://www.riotinto.com/en/operations/us/kennecott", "government_support": null, "government_support_source": null }, { "ticker": "AAL.L", "alt_ticker": null, "name": "Anglo American", "type": "company", "stage": "major", "size_tier": "major", "exposure_purity": "diversified", "minerals": [ "copper", "iron", "platinum", "palladium" ], "buckets": [ "diversified", "grid" ], "hq_country": "GB", "website": "https://www.angloamerican.com", "description": "London-listed miner reshaping itself around copper, with platinum-group metals and iron ore.", "us_operations": null, "us_operations_source": null, "government_support": null, "government_support_source": null }, { "ticker": "PICK", "alt_ticker": null, "name": "iShares MSCI Global Metals & Mining Producers ETF", "type": "etf", "stage": "etf", "size_tier": "fund", "exposure_purity": "basket", "minerals": [ "copper", "iron", "aluminum" ], "buckets": [ "diversified" ], "hq_country": "US", "website": null, "description": "Broad global ETF of metals and mining producers, excluding gold and silver. 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It would be the only US niobium mine.", "us_operations": "Elk Creek critical minerals project, Nebraska (pre-construction)", "us_operations_source": "https://www.niocorp.com/elk-creek-project/", "government_support": null, "government_support_source": null }, { "ticker": "GPHOF", "alt_ticker": "GPH.V", "name": "Graphite One", "type": "company", "stage": "developer", "size_tier": "junior", "exposure_purity": "pure", "minerals": [ "graphite" ], "buckets": [ "storage" ], "hq_country": "CA", "website": "https://www.graphiteoneinc.com", "description": "Planning a US graphite chain: the Graphite Creek mine near Nome, Alaska, and an active anode material plant in Conneaut, Ohio.", "us_operations": "Graphite Creek project, Alaska, and planned anode plant, Ohio", "us_operations_source": "https://www.graphiteoneinc.com/graphite-one-provides-fast-41-permitting-update-for-graphite-creek-project/", "government_support": null, "government_support_source": null }, { "ticker": "METC", "alt_ticker": null, "name": "Ramaco Resources", "type": "company", "stage": "producer", "size_tier": "junior", "exposure_purity": "partial", "minerals": [ "met_coal", "neodymium", "dysprosium" ], "buckets": [ "magnets" ], "hq_country": "US", "website": "https://ramacoresources.com", "description": "Metallurgical coal producer in Appalachia that is advancing the Brook Mine rare-earth deposit near Sheridan, Wyoming. Rare earths are pre-revenue; coal drives results today.", "us_operations": "Met coal mines in West Virginia and Virginia; Brook Mine rare earths, Wyoming", "us_operations_source": "https://ramacoresources.com/brook-mine-faqs/", "government_support": null, "government_support_source": null }, { "ticker": "UCU.V", "alt_ticker": "UURAF", "name": "Ucore Rare Metals", "type": "company", "stage": "developer", "size_tier": "junior", "exposure_purity": "pure", "minerals": [ "neodymium", "praseodymium", "dysprosium", "terbium" ], "buckets": [ "magnets" ], "hq_country": "CA", "website": "https://ucore.com", "description": "Building a rare-earth separation plant, the Louisiana Strategic Metals Complex, in Alexandria, Louisiana, using its own solvent-free separation technology.", "us_operations": "Louisiana Strategic Metals Complex, Alexandria (rare-earth separation, under development)", "us_operations_source": "https://ucore.com/strategicmetalscomplex/", "government_support": null, "government_support_source": null }, { "ticker": "URG", "alt_ticker": "URE.TO", "name": "Ur-Energy", "type": "company", "stage": "producer", "size_tier": "junior", "exposure_purity": "pure", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": "https://www.ur-energy.com", "description": "In-situ recovery uranium producer operating Lost Creek and restarting Shirley Basin, both in Wyoming.", "us_operations": "Lost Creek and Shirley Basin ISR uranium, Wyoming", "us_operations_source": "https://www.ur-energy.com/projects/lost-creek", "government_support": null, "government_support_source": null }, { "ticker": "EU", "alt_ticker": "EU.V", "name": "enCore Energy", "type": "company", "stage": "producer", "size_tier": "junior", "exposure_purity": "pure", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": "https://encoreuranium.com", "description": "In-situ recovery uranium producer ramping the Alta Mesa plant in South Texas, with further projects in Texas, South Dakota and Wyoming.", "us_operations": "Alta Mesa and Rosita ISR uranium plants, South Texas", "us_operations_source": "https://encoreuranium.com/news/encore-energy-continues-to-expand-uranium-production-at-the-alta-mesa-plant/", "government_support": null, "government_support_source": null }, { "ticker": "LEU", "alt_ticker": null, "name": "Centrus Energy", "type": "company", "stage": "processor", "size_tier": "mid-tier", "exposure_purity": "pure", "minerals": [ "uranium" ], "buckets": [ "nuclear" ], "hq_country": "US", "website": "https://www.centrusenergy.com", "description": "US uranium enrichment company operating the American Centrifuge Plant in Piketon, Ohio, the only US-owned enrichment plant and the first to produce HALEU for advanced reactors.", "us_operations": "American Centrifuge Plant, Piketon, Ohio (enrichment)", "us_operations_source": "https://www.centrusenergy.com/contact/piketon-ohio/", "government_support": null, "government_support_source": null }, { "ticker": "IDR", "alt_ticker": null, "name": "Idaho Strategic Resources", "type": "company", "stage": "producer", "size_tier": "junior", "exposure_purity": "partial", "minerals": [ "gold", "neodymium" ], "buckets": [ "magnets" ], "hq_country": "US", "website": "https://idahostrategic.com", "description": "Gold producer from the Golden Chest mine in Idaho that holds large rare-earth claims at Lemhi Pass. 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