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Global Materials Your first investment

Global Materials Your first investment

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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.

65 companies

Zijin Mining Group

Market Cap: CN¥815.7b

Engages in the exploration, mining, processing, refining, and sale of gold, non-ferrous metals, and other mineral resources in Mainland China and internationally.

601899

CN¥30.72

3.4%

96.8%

Grupo México. de

Market Cap: Mex$1.2t

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

GMEXICO B

Mex$156.64

-1.4%

53.0%

Shin-Etsu Chemical

Market Cap: JP¥8.7t

Provides infrastructure, electronics, and functional materials in Japan.

4063

JP¥4,643.00

3.0%

-17.8%

CMOC Group

Market Cap: CN¥357.3b

Engages in the mining, beneficiation, smelting, and refining of base and rare metals in China, the Netherlands, Korea, Taiwan, Belgium, Bulgaria, Finland, France, Germany, Greece, Italy, Slovenia, Spain, Sweden, Switzerland, Turkey, the United Arab Emirates, the United States, Canada, Brazil, Mexico, South Africa, Australia, Japan, the United Kingdom, Singapore, Chile, Malaysia, Thailand, and internationally.

603993

CN¥16.84

1.6%

126.3%

Holcim

Market Cap: CHF 39.4b

Provides building materials and solutions worldwide.

HOLN

CHF 73.14

4.2%

-18.0%

Baoshan Iron & Steel

Market Cap: CN¥168.0b

Manufactures and sells steel products for automobile, home appliance, petrochemical, machinery manufacturing, energy, transportation, and other industries in China and internationally.

600019

CN¥7.76

0.3%

18.5%

Anhui Conch Cement

Market Cap: CN¥123.8b

Manufactures, sells, and trades in clinker and cement products in China and internationally.

600585

CN¥23.81

3.5%

-8.9%

EMS-CHEMIE HOLDING

Market Cap: CHF 13.0b

Engages in the polymers and specialty chemicals businesses in the Americas, Europe, Asia, and internationally.

EMSN

CHF 555.50

3.3%

-13.2%

SABIC Agri-Nutrients

Market Cap: ر.س56.9b

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.س119.60

-0.3%

5.7%

Zhongjin GoldLtd

Market Cap: CN¥106.7b

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

600489

CN¥22.02

4.5%

75.3%

Reliance

Market Cap: US$14.4b

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

US$273.45

-0.4%

-11.8%

RPM International

Market Cap: US$13.8b

Provides specialty chemicals for the construction, industrial, specialty, and consumer markets.

RPM

US$108.14

2.1%

-20.5%

CF Industries Holdings

Market Cap: US$13.2b

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.

US$84.33

3.5%

-1.6%

Symrise

Market Cap: €10.3b

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

€73.38

2.5%

-29.7%

Zhejiang NHU

Market Cap: CN¥79.7b

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

002001

CN¥26.05

6.5%

14.1%

Asahi Kasei

Market Cap: JP¥1.7t

Engages in material, homes, healthcare businesses.

3407

JP¥1,271.50

0.6%

13.7%

Citic Pacific Special Steel Group

Market Cap: CN¥78.6b

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

000708

CN¥15.58

1.8%

26.6%

Buzzi

Market Cap: €9.4b

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

BZU

€52.10

5.0%

24.9%

CCL Industries

Market Cap: CA$15.1b

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

CCL.B

CA$87.49

12.4%

11.1%

Tianshan Aluminum GroupLtd

Market Cap: CN¥66.9b

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

002532

CN¥14.45

3.6%

68.6%

China Jushi

Market Cap: CN¥66.2b

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

600176

CN¥16.53

4.0%

46.4%

Yunnan Yuntianhua

Market Cap: CN¥65.4b

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

600096

CN¥35.87

10.5%

58.6%

Toray Industries

Market Cap: JP¥1.4t

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¥950.00

2.9%

5.3%

Shandong Nanshan AluminiumLtd

Market Cap: CN¥61.7b

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

600219

CN¥5.35

5.3%

27.4%

Satellite ChemicalLtd

Market Cap: CN¥61.4b

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

002648

CN¥18.28

4.2%

-3.5%

Henan Shenhuo Coal Industry and Electricity Power

Market Cap: CN¥60.3b

Henan Shenhuo Coal Industry and Electricity Power Co.

000933

CN¥26.98

0.07%

49.5%

Shanjin International Gold

Market Cap: CN¥59.6b

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

000975

CN¥21.49

1.8%

29.5%

Western MiningLtd

Market Cap: CN¥58.3b

Engages in the mining, smelting, and trading of metals in Mainland China and internationally.

601168

CN¥24.45

3.8%

40.4%

AptarGroup

Market Cap: US$7.8b

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$120.20

3.5%

-31.0%

NMDC

Market Cap: ₹680.5b

Explores for and produces iron ore in India and internationally.

526371

₹77.40

5.9%

6.1%

Mitsubishi Chemical Group

Market Cap: JP¥1.2t

Provides performance products, industrial materials, industrial gases, and others in Japan and internationally.

4188

JP¥860.00

4.1%

2.6%

Shandong Sunpaper

Market Cap: CN¥43.3b

Produces and sells paper products in China and internationally.

002078

CN¥15.50

7.7%

8.3%

National Aluminium

Market Cap: ₹493.4b

Engages in the manufacture and sale of alumina and aluminum products in India and internationally.

NATIONALUM

₹268.67

16.5%

22.2%

Kobe Steel

Market Cap: JP¥734.2b

Engages in the materials, machinery, and electric power businesses worldwide.

5406

JP¥1,865.00

2.6%

15.6%

Nissan Chemical

Market Cap: JP¥690.6b

Engages in the chemicals, performance materials, agricultural chemicals, and pharmaceuticals businesses in Japan and internationally.

4021

JP¥5,121.00

1.5%

-4.8%

Yamato Kogyo

Market Cap: JP¥593.3b

Through its subsidiaries, engages in the manufacture and sale of steel products in Japan and internationally.

5444

JP¥9,770.00

4.5%

21.5%

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