Global Materials Top Stock Picks from Analysts

Zijin Mining Group

Market Cap: CN¥739.2b

Engages in exploration and extraction of metals in Mainland China and internationally.

Agnico Eagle Mines

Market Cap: US$76.9b

A gold mining company, engages in the exploration, development, and production of precious metals.

Wheaton Precious Metals

Market Cap: CA$76.4b

Operates as a precious metal streaming company.

Zijin Gold International

Market Cap: HK$288.2b

An investment holding company, engages in the exploration, mining, processing, smelting, refining, and sale of gold and other non-ferrous metals.

Gold Fields

Market Cap: R526.8b

Operates as a gold producer with reserves and resources in South Africa, Ghana, Australia, Peru, Canada, and Chile.

Kinross Gold

Market Cap: CA$43.0b

Engages in the acquisition, exploration, and development of gold properties principally in the United States, Brazil, Chile, Canada, and Mauritania.

Shandong Hongqiao Aluminum Industry Holding

Market Cap: CN¥197.7b

Engages in the research, development, production, and sale of aluminum products in China and internationally.

China Hongqiao Group

Market Cap: HK$211.1b

An investment holding company, manufactures and sells aluminum products in the People's Republic of China, India, Europe, Malaysia, North America, the rest of Southeast Asia, and internationally.

Qinghai Salt Lake IndustryLtd

Market Cap: CN¥154.8b

Manufactures and sells potash fertilizers in China and internationally.

Ningxia Baofeng Energy Group

Market Cap: CN¥153.7b

Produces and sells chemical products in China and internationally.

Aluminum Corporation of China

Market Cap: HK$160.2b

Primarily engages in the exploration and mining of bauxite, coal, and other resources in the People's Republic of China and internationally.

Pan American Silver

Market Cap: CA$28.6b

Engages in the exploration, mine development, extraction, processing, refining, and reclamation of mines in Chile, Peru, Brazil, Mexico, Canada, Argentina, Bolivia, and Guatemala.

Jiangxi Copper

Market Cap: HK$143.5b

Engages in mining, beneficiation, smelting, and processing of copper and gold in Chinese Mainland, China, Hong Kong, and internationally.

Coeur Mining

Market Cap: US$17.9b

Operates as a gold and silver producer in the United States, Canada, and Mexico.

Royal Gold

Market Cap: US$17.3b

Acquires and manages precious metal streams, royalties, and related interests in North America, South and Central America, Europe, the Middle East, Africa, and the Australia Pacific.

Shandong Gold Mining

Market Cap: CN¥110.2b

Engages in mining, smelting, processing, and precious metals in the People’s Republic of China.

Albemarle

Market Cap: US$16.0b

Provides energy storage solutions worldwide.

POSCO Holdings

Market Cap: ₩24.2t

Operates as an integrated steel producer in Korea and internationally.

Korea Zinc Company

Market Cap: ₩22.7t

Operates as a general non-ferrous metal smelting company primarily in South Korea.

Amman Mineral Internasional

Market Cap: Rp249.8t

Operates as a copper and gold producer in Indonesia.

Alamos Gold

Market Cap: CA$19.4b

Operates as a gold producer in Canada and Mexico.

LG Chem

Market Cap: ₩20.5t

Operates as a chemical company in Korea, China, Asia/Oceania, the United States, Europe, and internationally.

Anhui Conch Cement

Market Cap: CN¥87.7b

Manufactures, sells, and trades in clinker and cement products in China and internationally.

Alcoa

Market Cap: US$12.8b

Engages in the bauxite mining, alumina refining, aluminum production, and energy generation business in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally.

Satellite ChemicalLtd

Market Cap: CN¥82.9b

A low-carbon chemical company, research, development, production, sale, and service of new electronic chemicals and functional materials in China and internationally.

Yunnan Aluminium

Market Cap: CN¥79.3b

Produces and sells aluminum primarily in China.

MMG

Market Cap: HK$87.9b

An investment holding company, engages in the exploration, development, and mining of mineral properties.

Hecla Mining

Market Cap: US$11.0b

Provides precious and base metals in the United States, Canada, Japan, Korea, China, and internationally.

Impala Platinum Holdings

Market Cap: R165.2b

Engages in the mining, concentrating, refining, and sells of platinum group metals (PGMs) and associated base metals in South Africa, Zimbabwe, and Canada.

Citic Pacific Special Steel Group

Market Cap: CN¥68.1b

CITIC Pacific Special Steel Group Co., Ltd engages in the manufacture and sale of steel materials in China.

IAMGOLD

Market Cap: CA$14.1b

Through its subsidiaries, operates as a gold producer and developer in Canada and Burkina Faso.

Suzano

Market Cap: R$50.4b

Manufactures and sells pulp and paper products in Brazil and internationally.

MP Materials

Market Cap: US$9.5b

Produces rare earth materials in the Western Hemisphere.

First Majestic Silver

Market Cap: CA$12.7b

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

Zhaojin Mining Industry

Market Cap: HK$67.5b

An investment holding company, engages in exploration, mining, processing, smelting, and sale of gold and other metallic products in the People’s Republic of China and internationally.

Chifeng Jilong Gold Mining Group

Market Cap: CN¥58.0b

Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.