---
title: "Raw Materials & Mining stocks"
canonical: "https://supercyclehq.com/category/raw-materials"
type: "category"
dataAsOf: "2026-11-06"
slug: "raw-materials"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Raw Materials & Mining

Copper, rare earths, uranium, lithium, and the miners supplying the physical inputs of the AI and data center buildout.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 37 |
| Total market cap | $1.56T |
| AI-exposed market cap | $359.7B |
| Change 1d (cap-weighted) | +0.58% |
| Stocks in the 1d change | 37 |
| Change 7d (cap-weighted) | -2.00% |
| Stocks in the 7d change | 37 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [LIN](https://supercyclehq.com/stock/linde.md) | Linde | 20 (Peripheral) | $236.5B | -1.15% |
| [BHP](https://supercyclehq.com/stock/bhp-group.md) | BHP Group | 15 (Peripheral) | $203.0B | +1.67% |
| [SCCO](https://supercyclehq.com/stock/southern-copper.md) | Southern Copper | 30 (Growing) | $142.7B | +1.14% |
| [RIO](https://supercyclehq.com/stock/rio-tinto.md) | Rio Tinto | 15 (Peripheral) | $136.2B | +0.69% |
| [AIQUY](https://supercyclehq.com/stock/air-liquide.md) | Air Liquide | 20 (Peripheral) | $133.0B | -1.77% |
| [FCX](https://supercyclehq.com/stock/freeport-mcmoran.md) | Freeport-McMoRan | 35 (Growing) | $85.3B | +2.63% |
| [GLNCY](https://supercyclehq.com/stock/glencore.md) | Glencore | 15 (Peripheral) | $76.8B | -0.15% |
| [MKKGY](https://supercyclehq.com/stock/merck-kgaa.md) | Merck KGaA | 15 (Peripheral) | $72.1B | -0.66% |
| [APD](https://supercyclehq.com/stock/air-products-and-chemicals.md) | Air Products and Chemicals | 18 (Peripheral) | $67.9B | -1.50% |
| [SHECY](https://supercyclehq.com/stock/shin-etsu-chemical.md) | Shin-Etsu Chemical | 35 (Growing) | $61.6B | -0.70% |
| [NGLOY](https://supercyclehq.com/stock/anglo-american.md) | Anglo American | 15 (Peripheral) | $53.0B | +0.90% |
| [VALE](https://supercyclehq.com/stock/vale-s-a.md) | Vale | 10 (Peripheral) | $49.3B | +1.22% |
| [HOCPY](https://supercyclehq.com/stock/hoya.md) | Hoya | 38 (Growing) | $47.8B | -1.51% |
| [CCJ](https://supercyclehq.com/stock/cameco.md) | Cameco | 45 (Growing) | $31.1B | +4.35% |
| [TECK](https://supercyclehq.com/stock/teck-resources.md) | Teck Resources | 28 (Peripheral) | $29.7B | +0.92% |
| [Q](https://supercyclehq.com/stock/qnity-electronics.md) | Qnity Electronics | 65 (Strategic) | $24.5B | +6.32% |
| [IBIDY](https://supercyclehq.com/stock/ibiden.md) | Ibiden | 62 (Strategic) | $22.7B | +6.08% |
| [ALB](https://supercyclehq.com/stock/albemarle.md) | Albemarle | 10 (Peripheral) | $11.7B | +0.89% |
| [AA](https://supercyclehq.com/stock/alcoa.md) | Alcoa | 10 (Peripheral) | $10.4B | +2.92% |
| [HBM](https://supercyclehq.com/stock/hudbay-minerals.md) | Hudbay Minerals | 12 (Peripheral) | $9.3B | +1.60% |
| [LYSDY](https://supercyclehq.com/stock/lynas-rare-earths.md) | Lynas Rare Earths | 22 (Peripheral) | $8.4B | -2.10% |
| [ESI](https://supercyclehq.com/stock/element-solutions.md) | Element Solutions | 30 (Growing) | $7.6B | +1.92% |
| [MP](https://supercyclehq.com/stock/mp-materials.md) | MP Materials | 35 (Growing) | $6.3B | +4.95% |
| [NXE](https://supercyclehq.com/stock/nexgen-energy.md) | NexGen Energy | 38 (Growing) | $5.5B | +4.04% |
| [SUOPY](https://supercyclehq.com/stock/sumco.md) | SUMCO | 50 (Strategic) | $4.0B | +5.95% |
| [MTRN](https://supercyclehq.com/stock/materion.md) | Materion | 28 (Peripheral) | $3.9B | +4.87% |
| [UEC](https://supercyclehq.com/stock/uranium-energy-corp.md) | Uranium Energy Corp | 40 (Growing) | $3.4B | +6.79% |
| [USAR](https://supercyclehq.com/stock/usa-rare-earth.md) | USA Rare Earth | 30 (Growing) | $3.1B | +10.85% |
| [ERO](https://supercyclehq.com/stock/ero-copper.md) | Ero Copper | 12 (Peripheral) | $3.0B | +2.74% |
| [AXTI](https://supercyclehq.com/stock/axt.md) | AXT | 68 (Strategic) | $2.5B | +5.88% |
| [ROG](https://supercyclehq.com/stock/rogers.md) | Rogers | 25 (Peripheral) | $2.2B | +5.37% |
| [LEU](https://supercyclehq.com/stock/centrus-energy.md) | Centrus Energy | 50 (Strategic) | $2.1B | +17.49% |
| [DNN](https://supercyclehq.com/stock/denison-mines.md) | Denison Mines | 42 (Growing) | $2.0B | +6.31% |
| [UUUU](https://supercyclehq.com/stock/energy-fuels.md) | Energy Fuels | 35 (Growing) | $1.8B | +1.06% |
| [UROY](https://supercyclehq.com/stock/uranium-royalty.md) | Uranium Royalty | 36 (Growing) | $1.2B | +8.19% |
| [GSM](https://supercyclehq.com/stock/ferroglobe.md) | Ferroglobe | 12 (Peripheral) | $477.4M | +0.99% |
| [EU](https://supercyclehq.com/stock/encore-energy.md) | enCore Energy | 40 (Growing) | $122.4M | +0.02% |

---

Source: https://supercyclehq.com/category/raw-materials. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.