Copper & Critical Minerals by Company
The metals that electrification, the grid and data centers cannot be built without, and the companies that dig them up. Copper is the bottleneck: no substitute at scale, decade-long lead times to new supply, and demand rising from three directions at once. The uncomfortable counterpoint is that strategic importance and profitability are different things, and at current prices lithium and rare earth producers are losing money while copper miners earn 25 to 52 percent margins.
The Copper & Critical Minerals sector on Sterling tracks 22 companies, led by BHP Group (22.1%), Rio Tinto (16%), Southern Copper (15.6%) by market share.
Copper & Critical Minerals market share by company (2026)
| # | Company | Market share |
|---|---|---|
| 1 | BHP GroupBHP Market cap $218.0B | 22.1% |
| 2 | Rio TintoRIO Market cap $157.1B | 16% |
| 3 | Southern CopperSCCO Market cap $154.0B | 15.6% |
| 4 | Market cap $90.8B | 9.2% |
| 5 | GlencoreGLNCY Market cap $84.8B | 8.6% |
| 6 | ValeVALE Market cap $63.6B | 6.5% |
| 7 | Anglo AmericanNGLOY Market cap $55.1B | 5.6% |
| 8 | AntofagastaANFGF Market cap $49.5B | 5% |
| 9 | Teck ResourcesTECK Market cap $30.0B | 3% |
| 10 | SQMSQM Market cap $19.4B | 2% |
| 11 | AlbemarleALB Market cap $13.9B | 1.4% |
| 12 | Ivanhoe MinesIVPAF Market cap $10.9B | 1.1% |
Companies in the Copper & Critical Minerals sector (22)
Related sectors
Frequently asked questions
What is the Copper & Critical Minerals sector?
The metals that electrification, the grid and data centers cannot be built without, and the companies that dig them up. Copper is the bottleneck: no substitute at scale, decade-long lead times to new supply, and demand rising from three directions at once. The uncomfortable counterpoint is that strategic importance and profitability are different things, and at current prices lithium and rare earth producers are losing money while copper miners earn 25 to 52 percent margins.
Which companies lead the Copper & Critical Minerals sector?
Sterling tracks 22 companies in Copper & Critical Minerals, led by BHP Group (22%), Rio Tinto (16%), Southern Copper (16%), Freeport-McMoRan (9%), Glencore (9%) and Vale (7%).
How can I invest in the Copper & Critical Minerals sector?
Publicly traded names in Copper & Critical Minerals include Freeport-McMoRan (FCX), Southern Copper (SCCO), Antofagasta (ANFGF), Teck Resources (TECK) and Ivanhoe Mines (IVPAF).
