U.S. Materials Top Stock Picks from Analysts

USA Rare Earth

Market Cap: US$3.6b

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

Ivanhoe Electric

Market Cap: US$2.0b

Engages in exploration and development of minerals in the United States, Canada, and China.

TMC the metals

Market Cap: US$1.9b

A deep-sea minerals exploration company, focuses on the collection, processing, and refining of polymetallic nodules found on the seafloor in California.

O-I Glass

Market Cap: US$1.6b

Through its subsidiaries, manufactures and sells glass containers to food and beverage manufacturers in the Americas, Europe, and internationally.

United States Antimony

Market Cap: US$1.3b

Produces and sells antimony, zeolite, and precious metals in the United States and Canada.

Critical Metals

Market Cap: US$1.1b

Operates as a mining exploration and development company in Austria and Southern Greenland.

PureCycle Technologies

Market Cap: US$985.0m

Engages in the production of recycled polypropylene (PP).

Ramaco Resources

Market Cap: US$884.3m

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

Gold Royalty

Market Cap: US$840.1m

A precious metals-focused royalty company, provides financing solutions to the metals and mining industry in the United States, Bosnia and Herzegovina, Canada, Brazil, and Mexico.

Dakota Gold

Market Cap: US$718.3m

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

NioCorp Developments

Market Cap: US$707.9m

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

Contango Silver & Gold

Market Cap: US$684.3m

Engages in the exploration, development, and production of gold and associated minerals in Alaska and the Golden Triangle in British Columbia.

Rayonier Advanced Materials

Market Cap: US$617.3m

Manufactures and sells cellulose specialty products in the United States, China, Europe, Japan, rest of Asia, Canada, Latin America, and internationally.

SunCoke Energy

Market Cap: US$528.6m

Operates as an independent producer of coke in the United States and internationally.

ASP Isotopes

Market Cap: US$526.7m

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

Caledonia Mining

Market Cap: US$480.7m

Primarily operates a gold mine in Jersey.

Mativ Holdings

Market Cap: US$465.3m

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

American Battery Technology

Market Cap: US$375.4m

Operates as a battery materials company in the United States.

Lifezone Metals

Market Cap: US$359.5m

Engages in the metals production and recycling business.

Ranpak Holdings

Market Cap: US$324.5m

Provides product protection solutions and end-of-line automation solutions for e-commerce and industrial supply chains in North America, Europe, and Asia.

Vista Gold

Market Cap: US$291.3m

Operates as a development-stage company in the gold mining industry.

U.S. Gold

Market Cap: US$245.9m

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

Brazil Potash

Market Cap: US$180.7m

Engages in the exploration and development of potash properties in Brazil.

U.S. GoldMining

Market Cap: US$164.4m

An exploration stage company, engages in the exploration and development of mineral properties in the United States.

Paramount Gold Nevada

Market Cap: US$141.6m

Engages in the acquisition, exploration, and development of precious metal properties in the United States.

Namib Minerals

Market Cap: US$123.7m

Operates as a gold producer in Africa and Democratic Republic of Congo.

Atlas Lithium

Market Cap: US$119.1m

Operates as a mineral exploration and development company in Brazil.

Arq

Market Cap: US$90.8m

An environmental technology company, engages in the sale of consumable air, water, and soil treatment solutions based on activated carbon in the United States and Canada.

Mercer International

Market Cap: US$86.9m

Manufactures and sells northern bleached softwood kraft (NBSK) and northern bleached hardwood kraft (NBHK) pulp in the United States, Germany, China, and internationally.

Solitario Resources

Market Cap: US$78.8m

An exploration stage company, engages in the acquisition and exploration of precious metal, zinc, and other base metal properties in North and South America.

Northern Technologies International

Market Cap: US$76.0m

Develops and markets rust and corrosion inhibiting products in China, Brazil, India, the United States, and internationally.

Loop Industries

Market Cap: US$68.6m

A technology company, focuses on depolymerizing waste polyethylene terephthalate (PET) plastics and polyester fibers into its base building block monomers.

Flexible Solutions International

Market Cap: US$68.5m

Develops, manufactures, and markets specialty chemicals that slow the evaporation of water in Canada, the United States, and internationally.

5E Advanced Materials

Market Cap: US$63.1m

An exploration stage company, engages in the exploration and development of mineral properties primarily in the United States.

BioLargo

Market Cap: US$47.6m

BioLargo, Inc. invents, develops, and commercializes various platform technologies in the United States.

Frontier Nuclear and Minerals

Market Cap: US$42.9m

A nuclear fuel cycle company, engages in the exploration and development of mineral resources in America, Canada, and Namibia.