U.S. Materials Top Stock Picks from Analysts

Smurfit Westrock

Market Cap: US$17.5b

Manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products.

Coeur Mining

Market Cap: US$9.4b

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

Hawkins

Market Cap: US$2.6b

Operates as a water treatment and specialty ingredients company in the United States.

TMC the metals

Market Cap: US$2.2b

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

USA Rare Earth

Market Cap: US$1.9b

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

Ivanhoe Electric

Market Cap: US$1.8b

A mineral exploration company, focuses on developing mines from mineral deposits primarily in the United States.

Chemours

Market Cap: US$1.6b

Provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.

FMC

Market Cap: US$1.6b

An agricultural sciences company, provides crop protection solutions to farmers in Latin America, North America, Europe, the Middle East, Africa, and Asia.

PureCycle Technologies

Market Cap: US$1.6b

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$942.9m

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

ASP Isotopes

Market Cap: US$831.3m

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

Ferroglobe

Market Cap: US$767.0m

Produces and sells silicon metal, and silicon and manganese-based ferroalloys in the United States, Europe, and internationally.

NioCorp Developments

Market Cap: US$726.9m

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

Mativ Holdings

Market Cap: US$655.6m

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

Koppers Holdings

Market Cap: US$544.1m

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

SunCoke Energy

Market Cap: US$539.3m

Operates as an independent producer of coke in the Americas and Brazil.

American Battery Technology

Market Cap: US$522.5m

Operates as a battery materials company in the United States.

Kronos Worldwide

Market Cap: US$503.9m

Produces and markets titanium dioxide pigments (TiO2) in Europe, North America, the Asia Pacific, and internationally.

Dakota Gold

Market Cap: US$470.0m

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

Ranpak Holdings

Market Cap: US$374.6m

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

Rayonier Advanced Materials

Market Cap: US$374.6m

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$316.7m

Engages in the metals production and recycling business.

Contango Ore

Market Cap: US$311.3m

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

Clearwater Paper

Market Cap: US$273.9m

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

Orion

Market Cap: US$261.1m

Engages in the manufacture and sale of carbon black products.

Aspen Aerogels

Market Cap: US$254.6m

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.

Vista Gold

Market Cap: US$229.7m

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

U.S. Gold

Market Cap: US$222.6m

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

Alto Ingredients

Market Cap: US$165.5m

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

Arq

Market Cap: US$149.4m

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.

Atlas Lithium

Market Cap: US$128.2m

Operates as a mineral exploration and development company in Brazil.

U.S. GoldMining

Market Cap: US$124.1m

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

Brazil Potash

Market Cap: US$111.9m

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

Gold Resource

Market Cap: US$108.2m

Engages in the exploration, development, and production of gold and silver projects.

Bioceres Crop Solutions

Market Cap: US$99.3m

Develops and commercializes crop productivity solutions.