Independent research on the listed companies leading the energy transition
614 companies on 25 stock lists · 90 funds on 16 ETF lists · Market data as of 11 Nov 2026
Freeport Approves $4.5 Billion Bagdad Copper Expansion
Freeport-McMoRan approved a $4.5 billion expansion of its Bagdad mine in Arizona to add about 225 million pounds of annual copper, with initial production in mid-2030.
Latest
- News
Rio Tinto Approves $144 Million to Advance Resolution Copper
- Explainer
How First Solar Is Building a Perovskite Solar Program
- Deal
Array Technologies and Shoals Agree $1.32 Billion All-Stock Merger
- Deal
GE Vernova to Acquire Trench Group from Triton Partners for $9.0 Billion
- Investing Guide
How to Invest in China’s EV Sector
Most read past 90 days
12 Listed Companies Developing Small Modular Reactors (SMRs)
Investing GuideGeothermal Stocks
Stock List · 7 companiesRare Earth Stocks
Stock List · 31 companiesNuclear Power Stocks
Stock List · 69 companiesCopper Stocks
Stock List · 46 companiesUranium Stocks
Stock List · 36 companies
Research and News by theme
Geothermal
Geothermal Stocks 7 companies- How Ormat Plans to Commercialize Enhanced Geothermal
- Fervo Energy Signs 396 MW Geothermal PPA With Google
Rare Earths
Rare Earth Stocks 31 companies- Lynas to Acquire Meteoric Resources in A$968 Million All-Share Deal
- 6 Rare Earth Magnet Stocks Building Supply Chains Outside China
SMRs
Nuclear Power Stocks 69 companies- Holtec Nuclear IPO Preview: Established Nuclear Supplier and SMR-300 Developer Files for Nasdaq Listing
- Standard Nuclear IPO Preview: America’s TRISO Fuel Pioneer Files to List
U.S. Critical Minerals
U.S. Critical Minerals Stocks 42 companies- Ivanhoe Electric’s Santa Cruz PFS Puts Initial Capital at $1.43 Billion
- Standard Lithium’s Smackover JV Signs 10-Year LG Energy Solution Offtake
Copper
Copper Stocks 46 companies- Ivanhoe Electric’s Santa Cruz PFS Puts Initial Capital at $1.43 Billion
- How El Niño Impacts the Copper Market
Energy Storage
Energy Storage Stocks 26 companies- CoVolt Power IPO Preview: Solar and Substation EPC Contractor Files for NYSE Listing
- Londian Wason IPO Preview: Copper Foil Supplier to CATL and LG Heads for NYSE
Stock lists and ETF lists
How the lists are builtCritical minerals companies12 lists
Clean energy companies5 lists
Grid companies3 lists
Electric vehicles companies5 lists
Also tracked 3 lists
Guides and explainers
All investing guides
6 Rare Earth Magnet Stocks Building Supply Chains Outside China
6 publicly traded companies making NdFeB magnets and magnet alloy outside China, compared by supply chain…
Why solar panels use less silver per watt
Why solar panels use less silver per watt: finer contacts, copper substitution and changes in cell…
Copper ETFs Compared: COPX, CPER, ICOP, COPP and COPJ
COPX, CPER, ICOP, COPP and COPJ take 5 different routes to copper exposure: broad miners, futures, a wider…
12 Power Cable Stocks for the Energy Transition
12 power cable stocks compared: European specialists, Asian HVDC challengers and emerging-market producers…
The Energy Transition ETF Report. US-listed energy-transition ETFs mapped by sector, with assets, fees and performance, plus a short monthly update by email.
Get the free report