Why it matters
Lithium, rare earths and critical-mineral miners. These themes often connect to policy, commodity cycles, infrastructure spending and long investment lead times.
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Rare Earth & Critical Minerals
Lithium, rare earths and critical-mineral miners.
The energy transition and defence supply chains depend on lithium, rare earths and other critical minerals — increasingly a geopolitical contest. This collection curates the listed miners and processors of these strategic materials.
What to check next
Check backlog quality, project execution, input costs, balance-sheet resilience and sensitivity to commodity prices or government budgets.
Main risk
Cyclical demand, cost overruns, regulation and commodity volatility can overwhelm even a strong long-term infrastructure or energy story.
| Company | Market | Market Cap | Reward | Risk | Yield | |
|---|---|---|---|---|---|---|
| Albemarle CorpALB | $22.5B | 0.9% | ||||
| Sociedad Quimica y Minera de Chile SA ADR BSQM | $21.8B | — | ||||
| MP Materials CorpMP | $10.8B | — | ||||
| Energy Fuels IncUUUU | $5.1B | — | ||||
| USA Rare Earth, Inc.USAR | $4.1B | — | ||||
| TMC the metals company IncTMC | $3.4B | — | ||||
| Sigma Lithium Resources CorpSGML | $1.6B | — | ||||
| IperionX Limited American Depositary ShareIPX | $1.6B | — | ||||
| Lithium Americas CorpLAC | $1.6B | — | ||||
| Critical Metals Corp. Ordinary SharesCRML | $1.2B | — | ||||
| Ramaco Resources IncMETC | $1.2B | 1.9% | ||||
| NioCorp Developments Ltd. Common StockNB | $694.3M | — | ||||
| Pensana Rare Earths PlcPRE | £354.8M | — | ||||
| Rainbow Rare Earths LimitedRBW | £141.7M | — | ||||
| Atlantic Lithium LtdALL | £117.7M | — |
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- RewardRiskYield1.9%
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Related collections
Frequently asked questions
What is the Rare Earth & Critical Minerals collection?
Lithium, rare earths and critical-mineral miners. It currently holds 15 stocks, each rated by Openbook's Reward and Risk scores. The energy transition and defence supply chains depend on lithium, rare earths and other critical minerals — increasingly a geopolitical contest.
How are Rare Earth & Critical Minerals stocks selected?
Rare Earth & Critical Minerals is a curated basket of companies with direct exposure to this theme, screened against live market data and ranked by market capitalisation.
How often is the Rare Earth & Critical Minerals list updated?
It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.
How should I use the Reward and Risk ratings?
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.