Global Materials Top Stock Picks from Analysts

NovaGold Resources

Market Cap: CA$5.4b

Explores and develops gold mineral properties in the United States.

Peric Special Gases

Market Cap: CN¥22.3b

Engages in the research and development, production, and sale of electronic special gases and trifluoromethanesulfonic acid series products in China.

Hyundai Steel

Market Cap: ₩4.0t

Engages in the manufacture and sale of steel and other industrial metal products in Korea, rest of Asia, the United States, and Europe.

OYAK Çimento Fabrikalari

Market Cap: ₺114.6b

Engages in the production and sale of clinker and cement in Turkey.

USA Rare Earth

Market Cap: US$2.1b

Engages in mining, processing, and supplying rare earths and other critical minerals in the United States.

FMC

Market Cap: US$1.8b

An agricultural sciences company, provides crop protection solutions to farmers in Latin America, North America, Europe, the Middle East, Africa, and Asia.

Orbia Advance Corporation. de

Market Cap: Mex$30.5b

Provides polymer solutions in the United States, Northwest Europe, Africa, the Middle East, Asia, Southwest Europe, Mexico, Brazil, Central and Eastern Europe, Colombia, Central America, Peru, Southeast Europe, Canada, Ecuador, Argentina, Chile, Israel, and internationally.

PureCycle Technologies

Market Cap: US$1.7b

Engages in the production of recycled polypropylene (PP).

Solaris Resources

Market Cap: CA$1.9b

Engages in the acquisition, exploration, and development of mineral properties.

Vulcan Energy Resources

Market Cap: AU$1.9b

Engages in the geothermal energy, and lithium exploration and production activities in Europe, Germany, and Australia.

YAMAMA Cement

Market Cap: ر.س4.7b

Engages in the manufacture, production, and trading of cement in Saudi Arabia.

i-80 Gold

Market Cap: CA$1.7b

A mining company, explores for, develops, and produces gold, silver, and polymetallic deposits in the United States.

Ramaco Resources

Market Cap: US$1.2b

Engages in the development, operation, and sale of metallurgical coal.

Jindal Saw

Market Cap: ₹109.9b

Engages in the manufacture and supply of iron and steel pipes, and pellets in India and internationally.

Privi Speciality Chemicals

Market Cap: ₹106.9b

Engages in the manufacture, supply, and export of aroma and fragrance chemicals in India, North America, Asia, the Middle East, Africa, Europe, South America, and the United Kingdom.

SolGold

Market Cap: UK£832.3m

A mineral exploration and development company, engages in the discovery, definition, and development of copper and gold deposits in Australia, Solomon Islands, Ecuador, Canada, Switzerland, the United States, and Chile.

Century Iron and Steel IndustrialLtd

Market Cap: NT$35.3b

Century Iron and Steel Industrial Co.,Ltd.

Rupert Resources

Market Cap: CA$1.5b

Engages in the acquisition and exploration of mineral properties in Finland and Canada.

Time Technoplast

Market Cap: ₹92.8b

Manufactures and sells polymer products in India.

Çimsa Çimento Sanayi ve Ticaret

Market Cap: ₺43.3b

Engages in the production and sale of cement and building materials primarily in Turkey.

Philex Mining

Market Cap: ₱58.4b

Engages in the exploration, development, and utilization of mineral resources in the Philippines.

Asante Gold

Market Cap: CA$1.3b

A mineral exploration and gold production company, primarily involved in the assessment, acquisition, development, and operation of mines in the Republic of Ghana.

Duc Giang Chemicals Group

Market Cap: ₫24.9t

Manufactures industrial products in Vietnam.

Osisko Development

Market Cap: CA$1.2b

Acquires, explores, and develops precious metals resource properties in Canada, Mexico, and the United States.

Sappi

Market Cap: R14.7b

Provides woodfiber-based renewable resources in Europe, North America, and South Africa.

QuakeSafe Technologies

Market Cap: CN¥5.8b

Develops, produces, and sells anti-seismic products and shock absorber products in China.

Jai Balaji Industries

Market Cap: ₹68.7b

Manufactures and markets iron and steel products primarily in India.

NioCorp Developments

Market Cap: US$750.8m

Engages in the exploration and development of mineral deposits in North America.

Jinneng Science&TechnologyLtd

Market Cap: CN¥5.2b

An energy-focused industrial company, produces and distributes petrochemical, coal chemical and fine chemical products in China and internationally.

Riyadh Cement

Market Cap: ر.س2.8b

Produces and sells cement in the Kingdom of Saudi Arabia, the Kingdom of Bahrain, the State of Iraq, State of Yemen, the Hashemite Kingdom of Jordan, and the Sultanate of Oman.

Brazilian Rare Earths

Market Cap: AU$1.1b

Focuses on the exploration of rare earth elements and other critical minerals in Brazil.

ASP Isotopes

Market Cap: US$724.9m

A development stage advanced materials company, engages in the production, distribution, marketing, and sale of isotopes.

Omai Gold Mines

Market Cap: CA$911.6m

Engages in the acquisition, exploration, evaluation, and development of mineral properties.

Troilus Mining

Market Cap: CA$907.5m

Engages in exploration and development of mineral properties in Canada.

Mativ Holdings

Market Cap: US$653.4m

Manufactures and sells specialty materials in the United States, Europe, the Asia Pacific, the Americas, and internationally.

ESSA Industries Indonesia

Market Cap: Rp10.7t

Operates an ammonia plant in Indonesia.