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Theme · 9 companies

Rare Earth & Critical Minerals

The materials geopolitics is now being fought over.

4
pure play
5
major beneficiary

Who's connected.
And how.

39 / 44 themes
Pure Play
Core business is this trend
MPMP
MP
MP Materials
Pure Play

The only active rare earth miner in the US, operating the Mountain Pass mine in California. Building a magnet manufacturing facility in Texas backed by a Department of Defense contract. The most direct US equity play on the rare earth supply chain reshoring effort.

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FCXFCX
FCX
Freeport-McMoRan
Pure Play

The world's largest publicly traded copper producer. Operates the massive Grasberg mine in Indonesia — one of the world's largest gold and copper deposits. Copper demand from EVs, renewable energy, and AI data centres is transforming Freeport's long-term outlook.

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REMXREMX
REMX
VanEck Rare Earth ETF
Pure Play

ETF holding rare earth miners and processors globally. Because most rare earth pure-plays are listed in Australia, Canada, or Asia, REMX provides the simplest way for US investors to get diversified rare earth exposure in a single ticker.

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SCCOSCCO
SCCO
Southern Copper
Pure Play

Linked to Copper Mining. Competes with BHP and Vale.

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