Agnico Eagle AEM
GoldLong
Agnico Eagle AEM Canadian
Source: encyclopedia
Air Liquide AI French
Specialty ChemLong
Air Liquide AI French
Source: encyclopedia
Air Products APD
Specialty ChemLong
Air Products APD industrial gases
Source: encyclopedia
Albemarle ALB largest lithium
LithiumLong
Albemarle ALB largest lithium producer
Source: Fool
Albemarle ALB lithium+brom
Specialty ChemMulti
Albemarle ALB lithium + bromine
Source: encyclopedia
Alcoa AA US aluminum
AluminumMulti
Alcoa AA US aluminum
Source: encyclopedia
Anglo American AAL
DiversifiedMulti
Anglo American AAL diversified
Source: encyclopedia
Antofagasta ANTO Chilean
CopperMulti
Antofagasta ANTO Chilean copper
Source: encyclopedia
ArcelorMittal MT global
SteelMulti
ArcelorMittal MT largest global
Source: encyclopedia
Ashland ASH specialty
Specialty ChemMulti
Ashland ASH specialty chemicals
Source: encyclopedia
BHP Group BHP largest
DiversifiedLong
BHP Group BHP largest miner
Source: Fool
Ball Corp BALL aluminum cans
ContainersMulti
Ball Corp BALL aluminum cans
Source: encyclopedia
Barrick Mining ABX
GoldLong
Barrick Mining ABX (formerly GOLD)
Source: encyclopedia
Boddington gold+copper Australia
GoldLong
Newmont Boddington gold+copper Aus
Source: OilPrice
CF Industries CF nitrogen
Specialty ChemMulti
CF Industries CF nitrogen
Source: encyclopedia
CRH plc Irish-US
ConstructionMulti
CRH plc Irish/US building products
Source: encyclopedia
Capstone Copper CS
CopperMulti
Capstone Copper CS
Source: TheNewMoney
Cemex Mexican cement
ConstructionMulti
Cemex CX Mexican cement
Source: encyclopedia
China Hongqiao
AluminumMulti
China Hongqiao largest by volume
Source: encyclopedia
Cleveland-Cliffs CLF
SteelMulti
Cleveland-Cliffs CLF iron ore + steel
Source: encyclopedia
Commercial Metals CMC
SteelMulti
Commercial Metals CMC
Source: encyclopedia
Copper deficit thesis
CopperLong
Copper deficit thesis EV+grid
Source: encyclopedia
Corteva CTVA agri
Specialty ChemLong
Corteva CTVA agriscience
Source: encyclopedia
Crown Holdings CCK
ContainersMulti
Crown Holdings CCK
Source: encyclopedia
Defense rare earth dependency
Rare EarthLong
Defense rare earth supply dependency
Source: VanEck
Dow DOW commodity chem
Specialty ChemMulti
Dow Inc DOW commodity chem
Source: encyclopedia
DuPont DD specialty
Specialty ChemMulti
DuPont de Nemours DD specialty
Source: encyclopedia
EV magnet NdPr critical
Rare EarthLong
NdPr neodymium-praseodymium EV magnets
Source: MarketWise
Eagle Materials EXP
ConstructionMulti
Eagle Materials EXP cement+wallboard
Source: encyclopedia
Ecolab ECL water cleanings
Specialty ChemLong
Ecolab ECL water + cleaning
Source: encyclopedia
Energy Fuels UUUU
Rare EarthMulti
Energy Fuels UUUU US REE/uranium
Source: encyclopedia
Ero Copper ERO
CopperMulti
Ero Copper ERO Brazil
Source: TheNewMoney
FCX 50% cash flow returned
CopperLong
Freeport 50% cash flow buybacks/divs
Source: Fool
FMC Corp FMC agrichem
Specialty ChemMulti
FMC Corp FMC ag chemicals
Source: encyclopedia
First Majestic AG
SilverMulti
First Majestic AG silver
Source: encyclopedia
First Quantum FM Canadian
CopperMulti
First Quantum Minerals FM Canadian
Source: TheNewMoney
Fortescue FMG iron ore
DiversifiedMulti
Fortescue FMG Aussie iron ore
Source: encyclopedia
Franco-Nevada FNV royalty
GoldMulti
Franco-Nevada FNV royalty
Source: encyclopedia
Freeport-McMoRan FCX
CopperLong
Freeport-McMoRan FCX largest US copper
Source: Fool
GDX VanEck gold miners
GoldLong
VanEck GDX gold miners ETF
Source: encyclopedia
GDXJ junior miners
GoldLong
VanEck GDXJ junior gold miners
Source: encyclopedia
GLD SPDR Gold trust
ETFsLong
SPDR GLD physical gold trust
Source: encyclopedia
Glencore GLNCY
DiversifiedMulti
Glencore GLNCY trading + mining
Source: Fool
Hecla Mining HL
SilverMulti
Hecla Mining HL US silver
Source: encyclopedia
Hudbay HBM Canadian
CopperMulti
Hudbay Minerals HBM Canadian
Source: encyclopedia
IAU iShares gold
ETFsLong
iShares IAU gold trust
Source: encyclopedia
Iluka Resources ILU
Rare EarthMulti
Iluka Resources ILU Aussie
Source: VanEck
International Paper IP
Paper PkgMulti
International Paper IP
Source: encyclopedia
Ivanhoe Electric IE
CopperMulti
Ivanhoe Electric IE exploration
Source: TheNewMoney
Ivanhoe Mines IVN Kakula
CopperLong
Ivanhoe Mines IVN DRC Kakula
Source: encyclopedia
Kinross KGC
GoldMulti
Kinross Gold KGC
Source: encyclopedia
LIT Global X Lithium ETF
LithiumLong
Global X LIT Lithium ETF
Source: encyclopedia
Linde LIN industrial gases
Specialty ChemLong
Linde LIN industrial gases leader
Source: encyclopedia
Lithium Americas LAC Thacker Pass
LithiumLong
Lithium Americas LAC Thacker Pass NV
Source: OilPrice
Lundin Mining LUN
CopperMulti
Lundin Mining LUN diversified copper
Source: TheNewMoney
Lynas LYC Aussie
Rare EarthLong
Lynas Rare Earths LYC Aussie
Source: Fool
LyondellBasell LYB
Specialty ChemMulti
LyondellBasell LYB plastics
Source: encyclopedia
MP Materials MP US
Rare EarthLong
MP Materials MP Mountain Pass CA
Source: VanEck
Martin Marietta MLM
ConstructionLong
Martin Marietta MLM aggregates
Source: encyclopedia
Materion MTRN
SpecialtyMulti
Materion MTRN advanced materials
Source: encyclopedia
Mineral Resources MIN Aussie
LithiumMulti
Mineral Resources MIN Aussie diversified
Source: encyclopedia
Mosaic MOS fertilizer
Specialty ChemMulti
Mosaic MOS fertilizer phosphate
Source: encyclopedia
NEM 14.1x P/E 2026 discount
GoldMulti
NEM 14.1x 2026 P/E - 20-25% discount
Source: Seeking
NEM 33.4% net margin
GoldLong
NEM 33.4% net margin
Source: Seeking
Newcrest acquired by NEM
GoldMulti
Newcrest acquired by Newmont 2023
Source: encyclopedia
Newmont NEM largest gold
GoldLong
Newmont NEM largest gold miner
Source: Seeking
Norsk Hydro Norwegian
AluminumMulti
Norsk Hydro NHY Norwegian
Source: encyclopedia
Nucor NUE largest US steel
SteelLong
Nucor NUE largest US steel
Source: encyclopedia
Nutrien NTR fertilizer
Specialty ChemMulti
Nutrien NTR fertilizer Canadian
Source: encyclopedia
POSCO Holdings PKX
SteelMulti
POSCO Holdings PKX Korean
Source: encyclopedia
PPG Industries PPG
Specialty ChemMulti
PPG Industries PPG paint
Source: encyclopedia
Packaging Corp PKG
Paper PkgMulti
Packaging Corp PKG corrugated
Source: encyclopedia
Pan American Silver PAAS
SilverMulti
Pan American Silver PAAS
Source: encyclopedia
Pilbara Minerals PLS Aussie
LithiumMulti
Pilbara Minerals PLS Aussie
Source: VanEck
Quaker Chemical KWR
SpecialtyMulti
Quaker Chemical KWR specialty
Source: encyclopedia
REMX $3B AUM
Rare EarthLong
REMX $3B AUM 34 holdings May 2026
Source: Fool
REMX VanEck rare earth ETF
Rare EarthLong
VanEck REMX Rare Earth Strategic Metals
Source: Fool
Rio Tinto RIO
DiversifiedLong
Rio Tinto RIO #2 diversified
Source: Fool
Rio Tinto RIO #2 aluminum
AluminumLong
Rio Tinto Aluminum #2 producer
Source: encyclopedia
Royal Gold RGLD streaming
GoldMulti
Royal Gold RGLD streaming
Source: encyclopedia
SGDM Sprott gold miners
GoldMulti
Sprott SGDM gold miners ETF
Source: encyclopedia
SIL silver miners ETF
SilverLong
Global X SIL silver miners
Source: encyclopedia
SLV iShares silver
ETFsLong
iShares SLV silver trust
Source: encyclopedia
SQM Chilean lithium
LithiumMulti
SQM Chilean lithium
Source: encyclopedia
Sherwin-Williams SHW
Specialty ChemLong
Sherwin-Williams SHW paint
Source: encyclopedia
Sherwin-Williams paint
ContainersLong
Sherwin-Williams cans/coatings
Source: encyclopedia
Sigma Lithium SGML Brazil
LithiumMulti
Sigma Lithium SGML Brazil
Source: encyclopedia
Sociedad Quimica SQM Chilean
SpecialtyMulti
Sociedad Química y Minera Chile
Source: encyclopedia
Southern Copper SCCO
CopperLong
Southern Copper SCCO Mexican
Source: TheNewMoney
Steel Dynamics STLD
SteelLong
Steel Dynamics STLD US mini-mill
Source: encyclopedia
Teck Resources TECK
DiversifiedMulti
Teck Resources TECK Canadian
Source: encyclopedia
US Project Vault $12B
Rare EarthLong
US Project Vault $12B critical min reserve
Source: MarketWise
US Steel X acquired by Nippon
SteelMulti
US Steel X acquired by Nippon Steel 2025
Source: encyclopedia
Ucore Rare Metals UCU
Rare EarthMulti
Ucore Rare Metals UCU
Source: encyclopedia
Vale VALE Brazilian iron
DiversifiedMulti
Vale VALE Brazilian iron ore + nickel
Source: Fool
Vulcan Materials VMC aggregates
ConstructionLong
Vulcan Materials VMC aggregates
Source: encyclopedia
WestRock WRK + Smurfit
Paper PkgMulti
WestRock + Smurfit Kappa merger 2024
Source: encyclopedia
Wheaton Precious Metals WPM
GoldMulti
Wheaton Precious Metals WPM streaming
Source: encyclopedia
XLB Materials Sector
ETFsLong
SPDR XLB Materials sector
Source: encyclopedia
Yara Norwegian fertilizer
Specialty ChemMulti
Yara International Norwegian
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.