The Index
Every company in our coverage — the builders, studios and houses we write about. Each one gathers its articles, jobs and listings in a single place.
19 companies · Critical Materials
Critical Materials
The only Western "mine-to-magnet" pure-play levered specifically to HEAVY rare earths (Dy/Tb) via China's own ionic-clay geology — but it is a pre-revenue developer that has already re-rated ~5x, owns a Chilean asset that 99% of the local community voted against, and must fund a US$1.5B integrated build off a ~US$40M cash balance. Optionality, not a position.
Critical Materials
A genuinely deleveraged, vertically-integrated aluminum pure-play whose 2025-26 earnings recovery is being borrowed from a tariff — ~60% of US aluminum volume rides a Section-232-inflated Midwest premium that is a policy decision away from evaporating; own the cycle, not the multiple.