U.S. Materials Top Stock Picks from Analysts

Agnico Eagle Mines

Market Cap: US$73.4b

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

Royal Gold

Market Cap: US$16.7b

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.

Coeur Mining

Market Cap: US$16.5b

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

Albemarle

Market Cap: US$14.9b

Provides energy storage solutions worldwide.

Hecla Mining

Market Cap: US$10.6b

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

MP Materials

Market Cap: US$9.3b

Produces rare earth materials in the Western Hemisphere.

Aura Minerals

Market Cap: US$5.1b

A gold and copper production company, focuses on the development and operation of gold and base metal projects in the Americas.

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$4.4b

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

Evolution Metals & Technologies

Market Cap: US$3.3b

Operates as a critical materials and technology company.

DRDGOLD

Market Cap: US$1.8b

A gold mining company, engages in the extraction of gold from the retreatment of surface mine tailings in South Africa.

TMC the metals

Market Cap: US$1.8b

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

Sylvamo

Market Cap: US$1.6b

Produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Europe, Latin America, and North America.

PureCycle Technologies

Market Cap: US$1.4b

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

Ivanhoe Electric

Market Cap: US$1.4b

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

Sigma Lithium

Market Cap: US$1.3b

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

Critical Metals

Market Cap: US$1.2b

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

McEwen

Market Cap: US$1.1b

Engages in the exploration, development, production, and sale of gold and silver deposits in the United States, Canada, Mexico, and Argentina.

United States Antimony

Market Cap: US$952.8m

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

REalloys

Market Cap: US$844.6m

Operates as a rare earth metals and permanent magnet company in North America.

Ramaco Resources

Market Cap: US$762.4m

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

NioCorp Developments

Market Cap: US$672.6m

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

Gold Royalty

Market Cap: US$666.6m

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.

ASP Isotopes

Market Cap: US$630.8m

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

Ferroglobe

Market Cap: US$610.3m

Produces and sells silicon metal, and silicon and manganese-based alloys.

Dakota Gold

Market Cap: US$602.7m

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

Contango Silver & Gold

Market Cap: US$534.5m

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$493.0m

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

Alto Ingredients

Market Cap: US$436.2m

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

Mativ Holdings

Market Cap: US$430.5m

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

Metals Royalty

Market Cap: US$379.1m

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

American Battery Technology

Market Cap: US$358.8m

Operates as a battery materials company in the United States.

Caledonia Mining

Market Cap: US$343.0m

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

Lifezone Metals

Market Cap: US$336.4m

Engages in the metals production and recycling business in Australia.

Rare Earths Americas

Market Cap: US$262.0m

An exploration stage company advancing a portfolio of critical minerals projects focused on high-grade heavy rare earth mineral assets in United States and Brazil.

Vista Gold

Market Cap: US$251.1m

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