Theme
Specialty & defense metals
Antimony, niobium, scandium, and seabed polymetallics for munitions and tech.
Specialty and defense metals include antimony, niobium, scandium, and seabed polymetallic nodules used in munitions, alloys, and advanced technology. These materials are often supply-constrained and concentrated in foreign sources, making domestic capacity a national-security priority.
Companies · 7
Glencore plcGLNCY
Market cap$84B
Conviction4 / 5
CopperSpecialty & defense metals
Read profileIluka Resources LimitedILU
Market cap$1.8B
Conviction4 / 5
Rare earths & magnetsSpecialty & defense metals
Read profilePan American Silver Corp.PAAS
Market cap$19B
Conviction3 / 5
Specialty & defense metals
Read profileAlmonty Industries Inc.ALMTF
Market cap$3.8B
Conviction3 / 5
Specialty & defense metals
Read profilePerpetua Resources Corp.PPTA
Market cap$2.2B
Conviction2 / 5
Specialty & defense metals
Read profileNioCorp Developments Ltd.NB
Market cap$603M
Conviction2 / 5
Specialty & defense metalsRare earths & magnets
Read profileTMC the metals company Inc.TMC
Market cap$1.6B
Conviction2 / 5
Specialty & defense metals
Read profile