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.
2 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 binary supply-shock proxy — the only Western-aligned tungsten scale producer ramping into a 550%-China-driven price spike, but priced at ~150x trailing sales on a single-mine ramp; own the commodity thesis, not this multiple — a quarter of Sangdong slippage or one China de-escalation re-rates it 40%+.