U.S. Materials Top Stock Picks from Analysts

USA Rare Earth

Market Cap: US$1.6b

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

PureCycle Technologies

Market Cap: US$1.5b

Engages in the production of recycled polypropylene (PP).

Ramaco Resources

Market Cap: US$1.1b

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

United States Antimony

Market Cap: US$702.3m

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

Mativ Holdings

Market Cap: US$664.4m

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

Dakota Gold

Market Cap: US$643.3m

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

NioCorp Developments

Market Cap: US$632.6m

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

ASP Isotopes

Market Cap: US$593.0m

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

Koppers Holdings

Market Cap: US$531.1m

Provides treated wood products, wood preservation chemicals, and carbon compounds in the United States, Australasia, Europe, and internationally.

Caledonia Mining

Market Cap: US$505.2m

Primarily operates a gold mine in Jersey.

American Battery Technology

Market Cap: US$434.1m

Operates as a battery materials company in the United States.

Rayonier Advanced Materials

Market Cap: US$394.7m

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

Lifezone Metals

Market Cap: US$357.8m

Engages in the metals production and recycling business.

Clearwater Paper

Market Cap: US$279.1m

Manufactures and supplies bleached paperboards in the United States and internationally.

Vista Gold

Market Cap: US$248.6m

Vista Gold Corp., together with its subsidiaries, operate as a development-stage company in the gold mining industry in Australia.

Aspen Aerogels

Market Cap: US$233.9m

An aerogel technology company, designs, develops, manufactures, and sells aerogel materials primarily for use in the energy industrial, sustainable insulation materials, and electric vehicle (EV) markets in the United States, Canada, Asia, Europe, and Latin America.

Alto Ingredients

Market Cap: US$222.7m

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

Arq

Market Cap: US$139.6m

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.

U.S. GoldMining

Market Cap: US$117.1m

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

Atlas Lithium

Market Cap: US$112.3m

Operates as a mineral exploration and development company in Brazil.

Brazil Potash

Market Cap: US$100.9m

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

Flexible Solutions International

Market Cap: US$85.4m

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

Northern Technologies International

Market Cap: US$74.2m

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

5E Advanced Materials

Market Cap: US$71.7m

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

Blue Gold

Market Cap: US$63.5m

Acquires, develops, finances, licenses, and operates gold mines in the Ashanti region of Ghana.

Solitario Resources

Market Cap: US$63.3m

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

BioLargo

Market Cap: US$58.0m

BioLargo, Inc. invents, develops, and commercializes various platform technologies.

Namib Minerals

Market Cap: US$54.2m

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

Loop Industries

Market Cap: US$48.0m

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

Snow Lake Resources

Market Cap: US$26.2m

A natural resource exploration company, engages in the exploration and development of mineral resources.

Trinseo

Market Cap: US$17.9m

Provides specialty material solutions in the United States, Europe, the Asia-Pacific, and internationally.