Materials, chemicals & mining
30 large-cap companies along a 4-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: commodity prices, volumes, cash costs, spreads, capacity utilisation.
The value chain
1
Mining
- BHP
- Southern Copper
- Rio Tinto
- Newmont
- Freeport-McMoRan
2
Metals
- Nucor
- Vale
- ArcelorMittal
- Steel Dynamics
3
Chemicals
- Linde
- Ecolab
- Sherwin-Williams
- Air Products
- BASF
- PPG Industries
4
Packaging & building materials
- CRH
- Martin Marietta Materials
- Vulcan Materials
- Smurfit Westrock
- Packaging Corporation of America
- Amcor
Largest covered companies
| Linde | LIN | Chemicals |
| BHP | BHP | Mining |
| Southern Copper | SCCO | Mining |
| Rio Tinto | RIO | Mining |
| Newmont | NEM | Mining |
| Freeport-McMoRan | FCX | Mining |
| Ecolab | ECL | Chemicals |
| Sherwin-Williams | SHW | Chemicals |
| Air Products | APD | Chemicals |
| Nucor | NUE | Metals |
| Vale | VALE | Metals |
| CRH | CRH | Packaging & building materials |
What rejo does for materials, chemicals & mining investors
- A desk, brief and idea engine scoped to materials, chemicals & mining and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: commodity prices, volumes, cash costs, spreads.