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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.

66 companies

Zijin Mining Group

Market Cap: CN¥795.5b

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¥30.02

-0.5%

92.2%

Grupo México. de

Market Cap: Mex$1.2t

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

GMEXICO B

Mex$154.75

-3.1%

52.6%

Shin-Etsu Chemical

Market Cap: JP¥8.7t

Provides infrastructure, electronics, and functional materials in Japan.

4063

JP¥4,641.00

2.5%

-18.4%

CMOC Group

Market Cap: CN¥354.9b

Engages in the mining, beneficiation, smelting, and refining of base and rare metals.

603993

CN¥16.78

1.5%

124.9%

Holcim

Market Cap: CHF 38.5b

Provides building materials and solutions worldwide.

HOLN

CHF 71.46

1.6%

-19.2%

Baoshan Iron & Steel

Market Cap: CN¥166.1b

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

600019

CN¥7.67

0.3%

16.6%

Anhui Conch Cement

Market Cap: CN¥122.7b

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

600585

CN¥23.69

1.6%

-7.7%

EMS-CHEMIE HOLDING

Market Cap: CHF 12.9b

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

EMSN

CHF 550.50

1.2%

-13.5%

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¥105.7b

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

600489

CN¥21.81

3.5%

73.5%

Reliance

Market Cap: US$14.3b

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

US$270.21

-1.8%

-13.0%

RPM International

Market Cap: US$13.9b

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

RPM

US$106.74

-0.7%

-21.1%

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$85.04

3.7%

-2.3%

Symrise

Market Cap: €10.1b

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

€72.10

-0.3%

-30.5%

Asahi Kasei

Market Cap: JP¥1.7t

Engages in material, homes, healthcare businesses.

3407

JP¥1,281.00

1.0%

15.6%

Zhejiang NHU

Market Cap: CN¥77.9b

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

002001

CN¥25.46

-0.8%

13.6%

Citic Pacific Special Steel Group

Market Cap: CN¥77.3b

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

000708

CN¥15.31

0.5%

25.8%

CCL Industries

Market Cap: CA$15.2b

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

CCL.B

CA$87.74

10.9%

13.8%

Buzzi

Market Cap: €9.3b

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

BZU

€51.10

3.7%

21.8%

Tongling Nonferrous Metals GroupLtd

Market Cap: CN¥70.8b

Tongling Nonferrous Metals Group Co.,Ltd.

000630

CN¥5.29

1.5%

57.9%

Tianshan Aluminum GroupLtd

Market Cap: CN¥64.9b

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

002532

CN¥14.02

2.4%

60.8%

China Jushi

Market Cap: CN¥63.6b

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

600176

CN¥15.89

-1.9%

43.8%

Yunnan Yuntianhua

Market Cap: CN¥63.1b

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

600096

CN¥34.60

0.7%

54.7%

Shandong Nanshan AluminiumLtd

Market Cap: CN¥59.9b

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

600219

CN¥5.19

-0.2%

24.5%

Satellite ChemicalLtd

Market Cap: CN¥59.8b

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

002648

CN¥17.81

-1.1%

-4.6%

Shanjin International Gold

Market Cap: CN¥57.7b

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

000975

CN¥20.81

-1.0%

26.4%

Henan Shenhuo Coal Industry and Electricity Power

Market Cap: CN¥57.5b

Henan Shenhuo Coal Industry and Electricity Power Co.

000933

CN¥25.73

-5.1%

42.2%

Western MiningLtd

Market Cap: CN¥57.1b

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

601168

CN¥23.97

1.9%

38.3%

AptarGroup

Market Cap: US$7.9b

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$118.61

2.1%

-28.8%

NMDC

Market Cap: ₹673.4b

Explores for and produces iron ore in India and internationally.

526371

₹76.59

3.1%

5.0%

Shandong Sunpaper

Market Cap: CN¥42.3b

Produces and sells paper products in China and internationally.

002078

CN¥15.13

2.9%

6.7%

National Aluminium

Market Cap: ₹482.2b

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

NATIONALUM

₹262.57

11.9%

19.4%

Kobe Steel

Market Cap: JP¥748.7b

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

5406

JP¥1,902.00

4.1%

18.0%

Nissan Chemical

Market Cap: JP¥694.5b

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

4021

JP¥5,150.00

0.9%

-5.1%

Asia Cement

Market Cap: NT$132.6b

Engages in the manufacturing and selling cement, clinker, ready-mixed concrete, and cement related products in China and Taiwan.

New

1102

NT$37.40

3.6%

-19.0%

Yamato Kogyo

Market Cap: JP¥592.7b

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

5444

JP¥9,760.00

3.4%

21.8%

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