Power up your portfolio with companies that form the backbone of our electric future. These carefully selected stocks represent firms providing the indispensable materials and infrastructure needed for the global energy transition.
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Global power grids need massive investment to support renewable energy and electrification. These companies are building the backbone of our electric future.
Government stimulus packages and climate policies are directing unprecedented funding toward electrification projects, creating sustained demand for these essential materials.
The world faces shortages of critical metals like copper while demand skyrockets. These companies control the resources that every electric vehicle, solar panel, and wind turbine needs.
The world's shift to renewable energy and electric systems requires enormous quantities of copper, aluminum, and other critical materials. These companies are positioned to benefit from the non-negotiable demand for metals and components essential to building modern electrical grids and systems.
This collection offers direct exposure to the long-term trend of global electrification. It combines major producers of essential metals with companies that build and maintain grid infrastructure, creating a balanced approach to capturing the energy transition opportunity.
We've selected industry leaders that control significant resources or specialized capabilities in electrification. These companies are strategically positioned to benefit from increasing government stimulus and policy support dedicated to grid modernization and green infrastructure development.
Summary and investor key takeaways for the Electrification Essentials basket based on provided market capitalisation breakdown.
FCX: $59.31B
SCCO: $104.21B
AA: $9.64B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
FCX
FCX
Current Price
$68.16
As one of the world's largest publicly traded copper producers, the company is fundamental to global electrification and renewable energy infrastructu...
As one of the world's largest publicly traded copper producers, the company is fundamental to global electrification and renewable energy infrastructure.
Alcoa
AA
Current Price
$50.66
A global leader in the production of bauxite, alumina, and aluminum, this company supplies a key lightweight material for electrical infrastructure an...
A global leader in the production of bauxite, alumina, and aluminum, this company supplies a key lightweight material for electrical infrastructure and components.
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9 of 15 assets in this group are rated Buy by professional analysts.
