Critical Materials Stocks

Critical materials are inputs that sit upstream of strategic supply chains, where availability, processing capacity, and concentration of supply can influence downstream industries ranging from energy systems to industrial production and food supply.

Companies in this category are followed for their role in securing material inputs used in infrastructure, manufacturing, energy systems, and agriculture.

Battery & Industrial Chemical Materials

Producers of lithium and specialty chemicals are tracked for their role in supplying inputs used in batteries, industrial processing, and advanced manufacturing.

• Albemarle (ALB)

  Specialty chemicals producer with exposure to lithium supply used across battery and industrial applications.
• SQM (SQM)

  Materials producer with exposure to lithium and industrial chemicals tied to supply and processing dynamics.

Rare Earths & Strategic Processing

Rare earth producers are followed for their role in supplying specialized materials used in advanced manufacturing and industrial systems.

• MP Materials (MP)

  Rare earth materials producer tied to sourcing, processing, and availability of specialized industrial inputs.

Nuclear Fuel & Uranium Supply

Uranium producers and developers are tracked for their connection to the nuclear fuel cycle, where production, development timelines, and contracting dynamics shape supply availability.

• Cameco (CCJ)

  Uranium producer linked to supply conditions in the nuclear fuel market and long-cycle contracting dynamics.
• Uranium Energy (UEC)

  Uranium-focused company connected to supply development and resource processing considerations.
• NexGen Energy (NXE)

  Uranium developer tied to project development timelines and future supply capacity.

Fertilizers & Agricultural Inputs

Fertilizer producers are followed for their role in agricultural supply chains, where nutrient availability influences food production systems.

• Nutrien (NTR)

  Major fertilizer and potash producer tied to global agricultural input supply.
• Mosaic (MOS)

  Producer of phosphate and potash fertilizers linked to agricultural demand and nutrient supply.