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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.

75 companies

Southern Copper

Market Cap: US$83.6b

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

11.7%

CRH

Market Cap: US$75.4b

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

33.3%

Shin-Etsu Chemical

Market Cap: JP¥8.3t

Provides infrastructure, electronics, and functional materials in Japan.

4063

JP¥4,437.00

7D

-2.0%

1Y

-20.9%

Grupo México. de

Market Cap: Mex$988.9b

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

GMEXICO B

Mex$127.02

7D

3.1%

1Y

27.4%

Holcim

Market Cap: CHF 36.0b

Provides building materials and solutions worldwide.

HOLN

CHF 67.60

7D

1.4%

1Y

-15.0%

Nucor

Market Cap: US$33.8b

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

NUE

US$147.26

7D

-1.0%

1Y

4.5%

Steel Dynamics

Market Cap: US$19.8b

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

STLD

US$134.63

7D

2.8%

1Y

21.6%

Packaging Corporation of America

Market Cap: US$19.7b

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

PKG

US$220.25

7D

1.1%

1Y

7.7%

Nitto Denko

Market Cap: JP¥2.4t

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

6988

JP¥3,495.00

7D

4.7%

1Y

55.5%

Reliance

Market Cap: US$15.7b

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

9.8%

SABIC Agri-Nutrients

Market Cap: ر.س54.2b

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.س114.10

7D

-3.6%

1Y

-0.8%

CF Industries Holdings

Market Cap: US$13.7b

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

7.7%

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

€82.92

7D

0.05%

1Y

-31.3%

Norsk Hydro

Market Cap: NOK 132.2b

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

NHY

NOK 65.82

7D

1.1%

1Y

17.5%

Avery Dennison

Market Cap: US$13.1b

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

-23.5%

Jiangxi Copper

Market Cap: HK$97.9b

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

358

HK$24.20

7D

1.5%

1Y

103.0%

Zhongjin GoldLtd

Market Cap: CN¥88.1b

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

600489

CN¥18.17

7D

3.4%

1Y

48.1%

Asahi Kasei

Market Cap: JP¥1.7t

Manufactures and sells chemicals.

3407

JP¥1,217.00

7D

-1.0%

1Y

17.3%

Zhejiang NHU

Market Cap: CN¥75.5b

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

002001

CN¥24.69

7D

-0.6%

1Y

29.0%

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¥998.00

7D

1.6%

1Y

30.8%

CCL Industries

Market Cap: CA$14.0b

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

-0.7%

Satellite ChemicalLtd

Market Cap: CN¥69.1b

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

002648

CN¥20.50

7D

2.5%

1Y

35.8%

Buzzi

Market Cap: €8.0b

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

BZU

€45.16

7D

2.6%

1Y

29.7%

Citic Pacific Special Steel Group

Market Cap: CN¥65.6b

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

000708

CN¥13.00

7D

-1.4%

1Y

19.7%

Yunnan Aluminium

Market Cap: CN¥65.6b

Manufactures and sells aluminum in China.

000807

CN¥18.91

7D

-2.6%

1Y

65.7%

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

-8.7%

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

€16.22

7D

-1.3%

1Y

-17.7%

China Jushi

Market Cap: CN¥62.3b

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

600176

CN¥15.56

7D

-4.5%

1Y

69.9%

Shanjin International Gold

Market Cap: CN¥57.6b

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

000975

CN¥20.75

7D

-0.6%

1Y

34.7%

Tongling Nonferrous Metals GroupLtd

Market Cap: CN¥56.7b

Tongling Nonferrous Metals Group Co.,Ltd.

000630

CN¥4.34

7D

-5.4%

1Y

48.6%

NMDC

Market Cap: ₹655.1b

Explores for and produces iron ore in India and internationally.

526371

₹74.51

7D

7.0%

1Y

7.7%

Yunnan Yuntianhua

Market Cap: CN¥49.2b

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

600096

CN¥27.00

7D

-1.2%

1Y

34.7%

Tianshan Aluminum GroupLtd

Market Cap: CN¥48.6b

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

002532

CN¥10.48

7D

5.0%

1Y

67.1%

Shandong Nanshan AluminiumLtd

Market Cap: CN¥45.0b

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

600219

CN¥3.90

7D

-2.3%

1Y

11.1%

Shandong Sunpaper

Market Cap: CN¥43.0b

Produces and sells paper products in China and internationally.

002078

CN¥15.37

7D

1.3%

1Y

30.8%

China Nonferrous Mining

Market Cap: HK$42.0b

An investment holding company, engages in the exploration, mining, ore processing, leaching, smelting, and sale of copper and cobalt in Zambia and the Democratic Republic of Congo.

1258

HK$10.76

7D

-1.7%

1Y

129.9%

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