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Based on available information up to March 12, 2025, Donald Trump’s plans for oil and gas focus on maximizing U.S. production, reducing regulatory barriers, and prioritizing fossil fuels as a cornerstone of his energy policy. Here’s a concise overview of his intentions: Boost Production and Permitting: Trump has pledged to "unleash" American oil and gas by accelerating permitting processes. On his first day in office (January 20, 2025), he signed executive orders declaring a "national energy emergency" to fast-track approvals for energy infrastructure like pipelines, refineries, and power plants. This includes expanding drilling on federal lands and offshore areas, reversing Biden-era restrictions.

76 companies

Southern Copper

Market Cap: US$81.9b

Engages in mining, exploring, smelting, and refining copper and other minerals in Peru, Mexico, Argentina, Ecuador, and Chile.

SCCO

US$102.98

7D

7.2%

1Y

13.1%

CRH

Market Cap: US$74.9b

Provides building materials solutions in Ireland, the United States, the United Kingdom, rest of Europe, and internationally.

CRH

US$112.36

7D

-0.5%

1Y

31.7%

Shin-Etsu Chemical

Market Cap: JP¥8.2t

Provides infrastructure, electronics, and functional materials in Japan.

4063

JP¥4,403.00

7D

-3.4%

1Y

-23.2%

Grupo México. de

Market Cap: Mex$988.9b

Engages in copper production, cargo transportation, and infrastructure businesses worldwide.

GMEXICO B

Mex$127.02

7D

3.8%

1Y

27.5%

Holcim

Market Cap: CHF 36.0b

Provides building materials and solutions worldwide.

HOLN

CHF 66.86

7D

-0.2%

1Y

-14.9%

Heidelberg Materials

Market Cap: €35.1b

Produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide.

HEI

€198.35

7D

-1.8%

1Y

118.3%

Nucor

Market Cap: US$33.3b

Engages in the manufacture and sale of steel and steel products.

NUE

US$147.26

7D

-1.0%

1Y

6.1%

Packaging Corporation of America

Market Cap: US$19.4b

Manufactures and sells containerboard and uncoated freesheet (UFS) paper products in North America.

PKG

US$220.25

7D

1.1%

1Y

9.1%

Steel Dynamics

Market Cap: US$19.3b

Operates as a steel producer and metal recycler in the United States.

STLD

US$134.63

7D

2.8%

1Y

21.3%

Nitto Denko

Market Cap: JP¥2.3t

Primarily engages in the adhesive tapes business in Japan, the Americas, Europe, Asia, and Oceania.

6988

JP¥3,459.00

7D

2.8%

1Y

53.0%

Reliance

Market Cap: US$15.5b

Operates as a diversified metal solutions provider and metals service center company primarily in the United States and Canada.

RS

US$298.99

7D

1.1%

1Y

9.6%

SABIC Agri-Nutrients

Market Cap: ر.س55.8b

Engages in the production, conversion, manufacturing, marketing, and trade of agri-nutrients and chemical products in Singapore, the United States, India, the Kingdom of Saudi Arabia, the United Arab Emirates, Bangladesh, Pakistan, and internationally.

2020

ر.س117.20

7D

-3.5%

1Y

1.4%

CF Industries Holdings

Market Cap: US$13.6b

Engages in the manufacture and sale of hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities in North America, Europe, and internationally.

CF

US$84.48

7D

-2.5%

1Y

7.5%

Symrise

Market Cap: €11.5b

Operates as a supplier of fragrances, flavorings, cosmetic base materials and active ingredients, and functional ingredients and solutions in Europe, Africa, the Middle East, North America, the Asia Pacific, and Latin America.

SY1

€82.32

7D

-0.6%

1Y

-30.9%

Norsk Hydro

Market Cap: NOK 132.2b

Engages in the power production, bauxite extraction, alumina refining, aluminium smelting, and recycling activities worldwide.

NHY

NOK 66.80

7D

2.5%

1Y

20.4%

Avery Dennison

Market Cap: US$13.0b

Operates as a materials science and digital identification solutions company in the United States, Europe, the Middle East, North Africa, Asia, Latin America, and internationally.

AVY

US$168.06

7D

-2.1%

1Y

-22.5%

Jiangxi Copper

Market Cap: HK$100.4b

Engages in exploring, mining, ore dressing, smelting, refining, and processing of copper in Mainland China, Hong Kong, and internationally.

358

HK$24.56

7D

7.6%

1Y

98.7%

Zhongjin GoldLtd

Market Cap: CN¥88.0b

Engages in the mining, smelting, and sale of non-ferrous metals in China.

600489

CN¥18.15

7D

13.7%

1Y

44.3%

Asahi Kasei

Market Cap: JP¥1.7t

Manufactures and sells chemicals.

3407

JP¥1,220.00

7D

0.9%

1Y

17.8%

Zhejiang NHU

Market Cap: CN¥73.6b

Engages in the production and sale of nutrition, flavor and fragrance, and new polymer materials in the People’s Republic of China.

002001

CN¥24.06

7D

-3.4%

1Y

24.9%

CCL Industries

Market Cap: CA$14.2b

Manufactures and sells labels, consumer printable media products, technology-driven label solutions, polymer banknote substrates, and specialty films.

CCL.B

CA$80.43

7D

-2.2%

1Y

1.0%

Toray Industries

Market Cap: JP¥1.5t

Manufactures, processes, and sells fibers and textiles, performance chemicals, carbon fiber composite materials, environment and engineering products, and life science products in Japan, China, North America, Europe, and internationally.

3402

JP¥991.40

7D

-0.2%

1Y

29.1%

Buzzi

Market Cap: €8.0b

Manufactures, distributes, and sells cement, ready-mix concrete, and aggregates.

BZU

€44.24

7D

2.0%

1Y

28.2%

Satellite ChemicalLtd

Market Cap: CN¥66.7b

A low-carbon chemical company, manufactures and sells functional chemicals, new polymer materials, and new energy materials in China and internationally.

002648

CN¥19.81

7D

-1.4%

1Y

33.0%

Yunnan Aluminium

Market Cap: CN¥66.5b

Manufactures and sells aluminum in China.

000807

CN¥19.18

7D

-1.1%

1Y

65.3%

AptarGroup

Market Cap: US$9.1b

Designs and manufactures a range of drug delivery, consumer product dispensing, and active material science solutions and services for the pharmaceutical, beauty, personal care, home care, and food and beverage markets.

ATR

US$138.62

7D

-0.5%

1Y

-9.0%

Citic Pacific Special Steel Group

Market Cap: CN¥64.8b

CITIC Pacific Special Steel Group Co., Ltd manufactures and sells steel materials in China.

000708

CN¥12.83

7D

-1.8%

1Y

15.0%

Evonik Industries

Market Cap: €7.5b

Produces and sells specialty chemicals in the Asia-Pacific, Europe, the Middle East, Africa, Central and South America, and North America.

EVK

€16.10

7D

-2.4%

1Y

-17.9%

China Jushi

Market Cap: CN¥59.1b

Engages in the manufacture and sale of fiberglass in China and internationally.

600176

CN¥14.77

7D

-5.4%

1Y

60.7%

Tongling Nonferrous Metals GroupLtd

Market Cap: CN¥58.2b

Tongling Nonferrous Metals Group Co.,Ltd.

000630

CN¥4.46

7D

-1.1%

1Y

51.7%

Shanjin International Gold

Market Cap: CN¥58.1b

Explores for, mines, and trades in precious and non-ferrous metal ores in China.

000975

CN¥20.91

7D

6.5%

1Y

32.7%

NMDC

Market Cap: ₹655.0b

Explores for and produces iron ore in India and internationally.

526371

₹74.50

7D

8.3%

1Y

6.0%

Tianshan Aluminum GroupLtd

Market Cap: CN¥49.8b

Produces and sells primary aluminum, alumina, prebaked anodes, high-purity aluminum, and aluminum deep-processed products and materials in China and internationally.

002532

CN¥10.75

7D

6.5%

1Y

69.8%

Yunnan Yuntianhua

Market Cap: CN¥47.9b

Manufactures and sells phosphate and nitrogen fertilizers and formaldehyde copolymers in China.

600096

CN¥26.28

7D

-3.4%

1Y

29.5%

Shandong Nanshan AluminiumLtd

Market Cap: CN¥45.5b

Shandong Nanshan Aluminium Co.,Ltd. is involved in the aluminum processing activity worldwide.

600219

CN¥3.94

7D

-3.0%

1Y

10.1%

Shandong Sunpaper

Market Cap: CN¥41.8b

Produces and sells paper products in China and internationally.

002078

CN¥14.94

7D

-2.7%

1Y

26.3%

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