Commodity Tracking

Every commodity, read through its miners.

For each commodity we maintain a hand-picked basket of pure-play listed miners and track their equal-weight performance — a clean read on where the equity market is pricing the cycle, beneath the spot price.

Baskets

Producers44+53.6%

Developers27+43.4%

Explorers11+93.3%

Copper39 miners

Producers12+58.1%

Developers15+55.2%

Explorers12+63.4%

Silver45 miners

Producers16+70.9%

Developers12+76.4%

Explorers17+14.8%

Lithium37 miners

Developers23+59.3%

Explorers13+91.5%

Uranium38 miners

Producers8-5.9%

Developers13+4.3%

Explorers17+61.2%

Rare Earths28 miners

Producers3+122.3%

Developers19+49.1%

Explorers6+9.3%

Nickel23 miners

Developers9-13.1%

Explorers12+36.1%

Iron Ore22 miners

Producers7+32.9%

Developers11-5.7%

Explorers4+49.4%

Graphite27 miners

Developers18-11.5%

Developers5+20.4%

Producers8+19.9%

Developers4-29.9%

Developers10+4.1%

+2.8%Narrow · 1Y

Developers5+23.9%

Explorers4-33.3%

+81.0%Narrow · 1Y

Developers3+126.6%

Manganese9 miners

+59.0%Narrow · 1Y

Developers5+44.4%

Phosphate11 miners

Developers7+61.6%

Vanadium10 miners

Developers6+4.5%

Tungsten10 miners

Explorers5+25.2%

—Narrow · 1Y

Titanium14 miners

Producers4-7.7%

Developers9-5.2%

Antimony12 miners

Explorers10+66.2%

Aluminum5 miners

+7.1%Narrow · 1Y

Tantalum/Niobium9 miners

-10.8%Narrow · 1Y

Developers4-17.9%

Explorers5+24.3%

Potash12 miners

Developers10-14.8%

Each basket is an equal-weight index of listed pure-play miners — royalty/streaming names, contractors, and diversified majors are excluded. Returns are in local trading currency. Not investment advice.