U.S. Materials Top Stock Picks from Analysts

USA Rare Earth

Market Cap: US$4.5b

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

Century Aluminum

Market Cap: US$4.3b

Produces primary aluminum and alumina in the United States and Iceland.

Evolution Metals & Technologies

Market Cap: US$2.6b

Operates as a critical materials and technology company.

TMC the metals

Market Cap: US$2.1b

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

Ivanhoe Electric

Market Cap: US$1.8b

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

Sigma Lithium

Market Cap: US$1.4b

Engages in the exploration and development of lithium deposits in Brazil.

PureCycle Technologies

Market Cap: US$1.3b

Engages in the production of recycled polypropylene (PP) in Thailand.

Ecovyst

Market Cap: US$1.1b

Offers virgin and regenerated sulfuric acid products and services in the United States and internationally.

Critical Metals

Market Cap: US$979.7m

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

Flotek Industries

Market Cap: US$865.3m

Operates as a chemical and data analytics company in the United States, the United Arab Emirates, and internationally.

Dakota Gold

Market Cap: US$829.2m

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

United States Antimony

Market Cap: US$763.3m

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

Mativ Holdings

Market Cap: US$676.1m

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

Contango Silver & Gold

Market Cap: US$669.8m

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

NioCorp Developments

Market Cap: US$618.7m

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

ASP Isotopes

Market Cap: US$596.4m

A development stage advanced materials company, engages in the production, distribution, marketing, and sale of isotopes in South Africa,Hong Kong, and United States.

Rayonier Advanced Materials

Market Cap: US$563.5m

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

Caledonia Mining

Market Cap: US$483.4m

Engages in the exploration, development, and production of gold in Zimbabwe.

Lifezone Metals

Market Cap: US$386.6m

Engages in the metals production and recycling business in Australia.

Metals Royalty

Market Cap: US$378.3m

Engages in the acquisition and management of metals and mineral royalties, streams, and other related interests in North America.

Vista Gold

Market Cap: US$351.8m

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

American Battery Technology

Market Cap: US$327.4m

Operates as a battery materials company in the United States.

Alto Ingredients

Market Cap: US$325.0m

Produces, distributes, and markets specialty alcohols, renewable fuel, and essential ingredients in the United States.

Rare Earths Americas

Market Cap: US$286.3m

An exploration stage mining company, engages in the acquisition, exploration, and development of mineral resource projects in the United States and Brazil.

Silver Bow Mining

Market Cap: US$270.5m

Operates as a mineral exploration company in Canada.

U.S. Gold

Market Cap: US$266.2m

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

Brazil Potash

Market Cap: US$157.3m

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

U.S. GoldMining

Market Cap: US$139.9m

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

Paramount Gold Nevada

Market Cap: US$133.0m

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

Atlas Lithium

Market Cap: US$100.8m

Operates as a mineral exploration and development company in Brazil.

Arq

Market Cap: US$96.5m

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.

Namib Minerals

Market Cap: US$87.1m

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

Northern Technologies International

Market Cap: US$76.5m

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

Solitario Resources

Market Cap: US$75.1m

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

5E Advanced Materials

Market Cap: US$68.9m

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

Flexible Solutions International

Market Cap: US$67.7m

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