Critical Mineral and Supply Chain Companies

Every listed company Stockatomics links to critical minerals or to the components it tracks, with the minerals each produces, processes or recovers, the components it makes or buys, where it is listed and where it is based. Updated 18 October 2026.

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All companies

Each company’s listing, country, the critical minerals it is linked to and the components it makes or buys. Open one for its role in each, their prices and the sectors it serves.
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Each mineral’s listed companies, grouped by their role in it, beside the mineral’s price per kg.
Explainer

What makes a company a critical mineral stock?

A company is a critical mineral stock when it produces, processes or recovers a mineral on the US critical minerals list. Stockatomics links each company to its minerals and its role in each: a producer mines it as a main product, a by-product producer recovers it alongside another metal, and a processor refines or converts it.

Further along the supply chain, Stockatomics links companies to the components, equipment and materials it tracks, from AI accelerators and memory chips to transformers and gas turbines. A company is linked to a component as a producer when it makes it and as a buyer when its business depends on it.

The Stockatomics Terminal adds how much each mineral matters to each company: its exposure by value, verified production, its exposure score and how its share price moves with the minerals behind it.

FAQ

Companies FAQ

Which companies does Stockatomics track?

Listed companies that produce, process or recover a mineral on the US critical minerals list, and listed companies that make or buy the components Stockatomics tracks, on exchanges in North America, Europe, Asia and Australia. New companies are added as Stockatomics covers them.

How are companies linked to minerals?

From company filings: a company is linked to a mineral it produces, processes or recovers as a by-product, with its role in each.

How are companies linked to components?

A company is linked to a component it makes, as a producer, or to one its business depends on, as a buyer. Each company page lists the components it makes and buys, each linked to its own page.

Can I rank these companies by exposure?

Yes, in the Stockatomics Terminal, which ranks each company by how much of its value depends on each mineral.

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