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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.

90 companies

Rio Tinto Group

Market Cap: UK£76.6b

Engages in exploring, mining, and processing mineral resources worldwide.

RIO

UK£44.88

7D

1.4%

1Y

-9.2%

Southern Copper

Market Cap: US$77.5b

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

SCCO

US$96.44

7D

-3.5%

1Y

-5.4%

Newmont

Market Cap: US$64.1b

Engages in the production and exploration of gold properties.

NEM

US$58.19

7D

-4.3%

1Y

23.0%

CRH

Market Cap: US$63.3b

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

CRH

US$94.06

7D

-0.8%

1Y

14.8%

Shin-Etsu Chemical

Market Cap: JP¥8.8t

Provides infrastructure, electronics, and functional materials in Japan.

4063

JP¥4,681.00

7D

0.5%

1Y

-28.9%

Grupo México. de

Market Cap: Mex$890.4b

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

GMEXICO B

Mex$114.38

7D

0.3%

1Y

10.3%

Holcim

Market Cap: CHF 35.2b

Provides building materials and solutions worldwide.

HOLN

CHF 63.96

7D

1.2%

1Y

-24.0%

Heidelberg Materials

Market Cap: €35.2b

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

HEI

€198.10

7D

-1.9%

1Y

94.3%

Barrick Mining

Market Cap: CA$48.9b

Engages in the exploration, development, production, and sale of mineral properties.

ABX

CA$28.43

7D

-2.3%

1Y

12.6%

Fortescue

Market Cap: AU$52.3b

Engages in the exploration, development, production, processing, and sale of iron ore in Australia, China, and internationally.

FMG

AU$17.25

7D

2.1%

1Y

-19.8%

Nucor

Market Cap: US$32.5b

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

NUE

US$140.63

7D

-0.7%

1Y

-13.9%

PPG Industries

Market Cap: US$26.0b

Manufactures and distributes paints, coatings, and specialty materials in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa.

PPG

US$114.53

7D

-1.6%

1Y

-10.8%

CMOC Group

Market Cap: HK$188.7b

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

3993

HK$8.57

7D

7.4%

1Y

26.0%

Steel Dynamics

Market Cap: US$19.5b

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

New

STLD

US$131.63

7D

-1.2%

1Y

3.0%

Packaging Corporation of America

Market Cap: US$17.9b

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

PKG

US$199.81

7D

-1.8%

1Y

3.3%

Anhui Conch Cement

Market Cap: HK$126.5b

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

914

HK$24.25

7D

0.2%

1Y

23.9%

Northern Star Resources

Market Cap: AU$23.6b

Engages in the exploration, development, mining, and processing of gold deposits.

NST

AU$16.28

7D

-1.5%

1Y

14.5%

CF Industries Holdings

Market Cap: US$15.0b

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$92.63

7D

-4.9%

1Y

29.8%

Symrise

Market Cap: €12.5b

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

€89.32

7D

0.2%

1Y

-21.6%

RPM International

Market Cap: US$14.3b

Manufactures and sells specialty chemicals for the industrial, specialty, and consumer markets worldwide.

RPM

US$111.43

7D

-1.2%

1Y

-2.3%

Avery Dennison

Market Cap: US$14.0b

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$178.60

7D

-1.0%

1Y

-20.3%

Nitto Denko

Market Cap: JP¥1.9t

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

6988

JP¥2,831.00

7D

0.5%

1Y

4.3%

Norsk Hydro

Market Cap: NOK 120.4b

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

NHY

NOK 60.84

7D

0.2%

1Y

-4.7%

Westlake

Market Cap: US$10.4b

Manufactures and markets performance and essential materials, and housing and infrastructure products in the United States, Canada, Germany, China, Mexico, Brazil, France, Italy, and internationally.

WLK

US$81.44

7D

-2.3%

1Y

-44.0%

AptarGroup

Market Cap: US$10.3b

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$156.38

7D

-0.7%

1Y

6.2%

Zhongjin GoldLtd

Market Cap: CN¥73.4b

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

600489

CN¥15.30

7D

0.5%

1Y

-9.2%

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$79.97

7D

0.3%

1Y

9.2%

Buzzi

Market Cap: €8.3b

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

BZU

€46.08

7D

-10.2%

1Y

24.7%

Zhejiang NHU

Market Cap: CN¥67.0b

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

002001

CN¥22.26

7D

2.3%

1Y

6.6%

Asahi Kasei

Market Cap: JP¥1.4t

Manufactures and sells chemicals.

3407

JP¥1,006.00

7D

-0.8%

1Y

-3.3%

Eastman Chemical

Market Cap: US$9.0b

Operates as a specialty materials company in the United States, China, and internationally.

EMN

US$77.75

7D

-1.5%

1Y

-20.1%

Satellite ChemicalLtd

Market Cap: CN¥59.4b

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

002648

CN¥18.29

7D

4.7%

1Y

3.7%

Yunnan Aluminium

Market Cap: CN¥55.5b

Manufactures and sells aluminum in China.

000807

CN¥16.75

7D

5.6%

1Y

32.2%

Shanjin International Gold

Market Cap: CN¥53.1b

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

000975

CN¥19.23

7D

0.7%

1Y

5.8%

NMDC

Market Cap: ₹628.0b

Explores for and produces iron ore in India.

526371

₹71.89

7D

4.0%

1Y

-7.8%

Shandong Hualu-Hengsheng Chemical

Market Cap: CN¥47.1b

Shandong Hualu-Hengsheng Chemical Co., Ltd.

600426

CN¥23.30

7D

8.8%

1Y

-11.3%

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