Company Intelligence

Due diligence intelligence for active companies. Signal-scored across geopolitical exposure, regulatory risk, and sector tailwinds — ranked by composite risk/opportunity score.

Filters:🇺🇸 United States ✕

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All postures ✦ Opportunities ⚠ Risks

Themes for mining

🏗India Infrastructure Supercycle 🪙LatAm Political Risk Reset ⛰African Critical Minerals 🧱Eastern Europe Reconstruction ⛏Lithium Squeeze

Total Tracked

Opportunities

Risk Flags

AA +73

Top Score

✦

Opportunities

(7)

Ticker

Company

Sector

Action

Flag

Score

🇺🇸Alcoa Corporation

Alcoa's North American smelter footprint becomes strategical

Alcoa's North American smelter footprint becomes strategically valuable as US reshoring tax credits

Alcoa's North American smelter footprint becomes strategically valuable as US reshoring tax credits and tariffs reward domestic aluminum pro

mining

EARLY

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🇺🇸MP Materials Corp.

MP Materials operates the only integrated rare earth mine an

MP Materials operates the only integrated rare earth mine and processing facility in the Western hem

MP Materials operates the only integrated rare earth mine and processing facility in the Western hemisphere, positioning it at the center of

mining

EARLY

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+73—

ALB

🇺🇸Albemarle

Significant Chile lithium exposure with US domicile reducing

Significant Chile lithium exposure with US domicile reducing political risk. Benefits from same supp

Significant Chile lithium exposure with US domicile reducing political risk. Benefits from same supply squeeze thesis as SQM.

mining

EARLY

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+73—

NEM

🇺🇸Newmont Corporation

Newmont is the largest gold producer benefiting from gold's

Newmont is the largest gold producer benefiting from gold's structural bid driven by central bank re

Newmont is the largest gold producer benefiting from gold's structural bid driven by central bank reserve diversification away from dollars.

mining

EARLY

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+73—

SCCO

🇺🇸Southern Copper Corporation

Southern Copper offers the longest reserve life (>60 years)

Southern Copper offers the longest reserve life (>60 years) of any major copper producer at industry

Southern Copper offers the longest reserve life (>60 years) of any major copper producer at industry-low cash costs. Tia Maria in Peru movin

mining

EARLY

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+58—

CENX

🇺🇸Century Aluminum Company

Century is the only US-headquartered primary aluminum produc

Century is the only US-headquartered primary aluminum producer and the direct beneficiary of DOE-bac

Century is the only US-headquartered primary aluminum producer and the direct beneficiary of DOE-backed new greenfield smelter in the Ohio V

mining

EARLY

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+58—

FCX

🇺🇸Freeport-McMoRan Inc.

Copper supercycle thesis — electrification demand against co

Copper supercycle thesis — electrification demand against constrained supply. Indonesia Grasberg min

Copper supercycle thesis — electrification demand against constrained supply. Indonesia Grasberg mine signals stable.

mining

EARLY

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+58—