Critical Minerals Stocks

Extractive and processing enterprises in this cohort secure the raw material inputs essential for high-growth energy transition, defense, and high-tech manufacturing supply chains. Revenue models depend on capital-intensive exploration, mine development, and metallurgical refining of non-substitutable elements like lithium, copper, uranium, and rare earths.

As of Oct 23, 2026, Critical Minerals has 67 US-listed companies worth $475B combined. The median member moved -6.7% over the past week; SSMR led among the 25 largest at +14.2% and PPTA trailed at -14.4%.

Companies in Critical Minerals

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