Silicon carbide power devices
SiC competes with GaN above roughly 1200V.
Know what drives the markets you follow
From AI data centers, power grids and EVs to robotics and defence programmes, Stockatomics connects physical market data from materials and components to industrial demand, sectors and companies. Uncover supply shifts, emerging pressures and exposures that fragmented research leaves disconnected.
- USGS
- U.S. Trade Data
- Company Filings
- IEA
See the physical economy behind the ticker.
Screeners rank tickers. Commodity feeds stop at a price. Research platforms aggregate filings and news. None of them systematically connect the physical economy — minerals, components, trade flows and modelled demand — to company exposure and sector outcomes. Stockatomics is built for the investors and analysts who need that joined-up picture, and for the businesses that produce or buy these materials and components. Prices, trade, supply structure, component costs and company exposure, linked from primary sources in one place.
Material to market
Start with a company you follow or the constraint in this morning's headline
Every view hands you to the next. A company opens into the components it makes and the minerals it depends on. A mineral or component opens into the countries supplying it and the products and sectors pulling on it. Follow the chain in either direction, from a company to the minerals beneath it and back.
A price is only a number until you can see its history.
Benchmarks for minerals and components, 16+ years of monthly history.
Prices for the critical minerals and components that matter are scattered between agencies, filings and paywalls, usually without the past to compare them with. Stockatomics publishes its own monthly benchmark prices for every mineral on the U.S. critical minerals list and for all listed components, from DRAM memory to large power transformers, with mineral histories reaching back to 2010. Compare any two periods and tell a spike from a trend.
Benchmark price
The Stockatomics monthly benchmark for gallium, with each month's import volume beneath it.
$1,720- 1M
- +19.7%
- 6M
- +242.8%
- 1Y
- +152.7%
- 5Y
- +792.2%
Import volume6 Oct 2026- Benchmark price
- $1,720
- Import volume
- 2.9 t
- China share of imports
- 44.6%
- China unit-value spread
- +55.4%
- Origin countries
- 4
- Premium-priced imports
- -
Find the forces behind a market move.
Monthly import volumes by country of origin
When export controls land or a smelter goes quiet, it shows up in the trade data as fewer tonnes, new suppliers and premium-priced imports. Track monthly import volumes into the United States by origin, watch supplier concentration and dependence move, and see which materials and components are getting harder to buy.
Import origins
US imports of gallium by origin country, month by month: each country's share of the month.
China11.9%Canada42.2%Germany12.9%Japan12.8%South Korea5.4%Other14.8%The rocks behind the stocks. See what pulls demand forward.
Everyone wants the picks and shovels. Few can name what they are made of.
A ticker can ride a theme without having much to do with it. See each public company through the minerals it produces and the components it makes, with production taken from filings where it is disclosed and exposure modelled where it is not, then follow that exposure into the sectors pulling demand. Compare the real thing with the story.
Linked public equities
Listed companies sized by their implied exposure to semiconductors, with the chosen company's linked minerals beneath.
BHP$824MGLCNF$642MFCX$630MKGHPF$602M3993$514M5.7%RIO$488MSBSW$397M4.4%SCCO$390M4.3%FNLPF$351M2600AALIMPUYANTONEM$259M1378VALEIVNPAASFMLUNCDEHLNEXARio TintoRIOMineral exposureMineralRoleContained outputContained priceImplied valueFigure- AluminumAlProducer3,380,000 t$3.93/kg$13.28BVerified
- CopperCuProducer735,000 t$13.61/kg$10.00BVerified
- BoronBProducer155,921 t$5.63/kg$878MVerified
- LithiumLiProducer8,643 t$72.02/kg$622MVerified
- TitaniumTiProducer584,513 t$0.83/kg$484MVerified
- SilverAgByproduct57.2 t$1,930/kg$110MVerified
Follow the capex all the way into the ground, and the factory.
From AI server racks and transformers to the components and minerals inside them.
Every AI data center, battery electric car, humanoid robot and grid upgrade comes with a bill of materials, and deployment forecasts turn those bills into tonnes and units. Follow a product's requirements down to the components and minerals it needs, see how much of each one's demand comes from AI, semiconductors, power grids, EVs, batteries, defence or robotics, and compare growth scenarios to see what each does to the outlook.
Demand distribution & implied dollar velocity
Gallium's $1.55B implied annual market value distributed across eight end markets.
SectorAll sectorsImplied value$1.55BPhysical demand900 tDemand share100.0%Mineral universeMineralGalliumPhysical demand900 tPercentileP26
When the stock falls and its materials rise.
Share price against the materials and components behind it.
A company can be down forty per cent in a year while the minerals or components it produces or depends on are up. Put a company's share price next to its linked benchmarks and modelled baskets, measure the performance gap in percentage points, watch it open and close over time and see which minerals or components are doing the work. Relationships in the data, not a forecast of returns.
Commodity-to-stock divergence
Semiconductor-linked companies' modelled mineral baskets against the gallium benchmark, over one year. Share-price returns are licensed market data, shown in the terminal only.
Benchmark+152.7%Mineral baskets+35.0%Divergence−117.6ppAhead of benchmark0 of 12← Underperformed benchmarkOutperformed benchmark →
The Stockatomics model
Trace the forces behind the price. And the stocks they move.
How quickly can supply respond? Compare how hard it is to expand a mineral's or component's supply, from development time and capital needs to processing and how easily something else could take its place.
Elasticity score73Time to add supply42Capital intensity50Processing difficulty100Substitution difficulty100Recycling difficulty75Which companies carry the most of it? Connect a public company's mineral output and component exposure to supply constraints, concentration and demand growth, and compare companies by the physical markets behind their businesses rather than by whatever sector label a stock screener gives them.
Ranked by constraint scoreScore- 013993CMOC Group100
- 02SBSWSibanye-Stillwater100
- 03002738.SZSinomine Resource Group100
- 04LYCLynas Rare Earths74
- 05MTRNMaterion71
- 06MOLYMETMolibdenos y Metales (Molymet)52
- 07IMPUYImpala Platinum52
- 08RIORio Tinto42
- 09ALBAlbemarle40
- 10GLCNFGlencore38
How hard is demand pulling? See how projected growth in the sectors using a mineral or component adds up to its demand outlook, and which of them is doing most of the pulling.
Fastest growingRoboticsDemand growth+28%/yrHow few countries does it come down to? See how much production rests with a handful of countries, and where a single export decision could move the whole market.
Top producer, 60 mineralsShareChina58%South Africa12%Australia7%Chile3%DRC3%Other17%What could change this next? Follow the policies, technologies and company developments that could tighten or loosen a market, linked through each mineral or component to the companies they reach.
Export licensing on minor metals
Licensing restricts availability outside the dominant producer.
Proprietary data
Proprietary data
1,143,137+ monthly trade and market records
Computed and modelled from primary sources. The research draws on official statistics and company disclosures, as well as published industry sources, with references that help you investigate further.
Reported where it is reported, modelled where it is not
Reported production, modelled exposure and demand scenarios are labelled as such wherever they appear, so you can judge how much weight each figure deserves. Nothing is dressed up as more certain than it is.
One connected dataset
From atoms to your portfolio and every link in between
Start with a mineral or component and climb through the products it goes into, the sectors buying them and the companies that build them. Or start with a company and work your way down. Each view carries its context into the next.
Explore the Terminal →The atoms
Every mineral on the U.S. critical minerals list, with monthly prices, trade flows, supply structure and the demand pulling on each.
The components
The GPUs, memory, optics, transformers and switchgear those minerals become, from AI data centers to the power grid, each with its own benchmark, market balance and the companies that make it.
The demand
See which components a product needs, and how its deployment turns into material demand in AI, semiconductors, the grid, EVs, batteries, defence and robotics.
The stocks
Explore listed companies through the minerals they produce and the components they make or depend on, as well as how far their share price has diverged from them.
The AI Infrastructure Index
What it costs to build an AI data center, month by monthThe index now reads 335.36, from 100 in January 2023.
AI Infrastructure Index335.36
One number for the whole bill of materials. The index combines the GPUs, servers and memory that do the computing, the optics that connect them and the power and cooling equipment that keeps a site running, weighted by where the money goes.
A new reading every month. Each month's benchmarks join the record, for the index and for every mineral and component beneath it, so the latest point always has a history to stand against.
See it before it is reported. Trade data lands every month, well ahead of the quarterly cycle, so a move in the price or volume of something a company makes or buys can show here before it shows in the company's own numbers.
Follow it down to the stocks. Open any component in the index to see its own price and history, the products and sectors it serves and the listed companies that make it or buy it.
Your terminal
Make it your own. Keep the markets that matter in view. Portfolios, watchlists, alerts and pinned research, in one place.
Set your first alert →Pin what you are watching. Keep the minerals, components, companies, sectors and products you care about together on one live page, build watchlists around a theme such as AI data center stocks to see what the whole list is made of, and get an alert when something in it moves.
See what your portfolio is made of. Add your holdings, or pick a company from search, and follow its path through the minerals and components it produces or makes to the products and end markets buying them, along with the catalysts that could move them.
Take the chart with you. Export any chart with its source and date, ready for your notes, your deck or your next social media post.