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Who mines and refines the minerals under the build?
The miners and refiners of copper, lithium, rare earths, uranium and the other minerals under computing and power, and the funds that hold them.
How we hold what we know · Layer 2: Export policy, sovereign capital, where power and compute get built, defense reshoring, the minerals underneath all of it, and how fast the productivity lift broadens.
No dated claim tests this group yet.
Reports next, in this group
Southern Copper27 Oct · expected, per Nasdaq
Energy Fuels2 Nov · expected, per Nasdaq
Albemarle4 Nov · expected, per Nasdaq
Centrus Energy4 Nov · expected, per Nasdaq
MP Materials5 Nov · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| Albemarle ALB |
Albemarle mines and refines lithium, a key ingredient in the rechargeable batteries used in electric vehicles and grid storage. | 4 Nov · expected, per Nasdaq |
| Centrus Energy LEU |
Centrus Energy supplies enriched uranium fuel for nuclear reactors that help generate the electricity data centers depend on. | 4 Nov · expected, per Nasdaq |
| Energy Fuels UUUU |
Energy Fuels mines uranium and rare earth minerals in the United States and is building capacity to process them into magnet-grade materials. | 2 Nov · expected, per Nasdaq |
| MP Materials MP |
MP Materials mines and refines rare earths in California and makes magnets in Texas. | 5 Nov · expected, per Nasdaq |
| NOVONIX NVX |
NOVONIX makes synthetic graphite, the carbon material used as the anode inside lithium-ion batteries. | not yet announced |
| Perpetua Resources PPTA |
Perpetua Resources is developing the Stibnite Gold Project, a mine planned to produce gold alongside antimony and silver. | 13 Nov · expected, per Nasdaq |
| Sociedad Quimica y Minera SQM |
Sociedad Quimica y Minera (SQM) extracts lithium from Chilean salt flats and sells it, mainly as battery-grade chemicals. | 17 Nov · expected, per Nasdaq |
| Southern Copper SCCO |
Southern Copper mines, smelts and refines copper and other metals, with major operations in Mexico and Peru. | 27 Oct · expected, per Nasdaq |
| USA Rare Earth USAR |
USA Rare Earth mines and processes rare earth minerals and makes magnets from them, which go into motors and electronics. | 5 Nov · expected, per Nasdaq |
| United States Antimony UAMY |
United States Antimony mines and processes antimony, a metal used in flame retardants, ammunition and defense stockpiles, and holds claims that may contain tungsten. | 11 Nov · expected, per Nasdaq |
Showing 10 of 10 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door
Who runs the new settlement rails? · Who is taking AI into machines? · Who launches, and who builds in orbit?