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• Rio Tinto PLC (RIO) is one of the largest diversified mining groups, giving it exposure across several industrial metals.
• IperionX Ltd (IPX) is positioned around titanium production and critical materials, a theme that continues to attract market attention.
• IsoEnergy Ltd (Pre-Reincorporation) (ISOU) is associated with the uranium exploration and development space, an area shaped by evolving energy narratives.
• Ivanhoe Electric Inc (IE) is positioned around mineral exploration with an emphasis on metals tied to electrification.
• Major Drilling Group International Inc (MJDLF) provides specialized drilling services that are closely tied to mining exploration cycles.
• Metallus Inc (MTUS) operates in specialty steel, a segment tied to demanding industrial, energy, and mobility applications.
• MMG Ltd (MMLTF) is a base metals producer with exposure to copper, zinc, and other industrial metals tied to global demand cycles.
• Lithium Argentina AG (LAR) operates in the lithium space, closely tied to electric-vehicle and battery-materials demand.
• MP Materials Corp (MP) is a rare earth producer central to discussions about critical minerals and supply-chain security.
• Ero Copper Corp (ERO) is a copper-focused producer whose story is closely linked to copper prices and supply dynamics.
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