Economic indicators · Energy monitor · Government contracts
Basic Materials US
10 of 252 eligible companies show qualifying buying. Comparable-cohort trend: contracting; 10 companies have complete purchase values.
Europe: qualifying net buying. US: qualifying equity P purchases, without netting sales. Market definitions differ.
Buying participation
10 / 252 eligible companies show qualifying buying in the window
Largest purchases in the window
Gross qualifying purchases (USD), summed per company. Research leads, not recommendations: a company page shows the roles, transaction types and source filings.
What changed?
Compared with 2026-10-12 · 243 same-sector companies present in both snapshots
Common-cohort change
Entered / left buying status
Coverage / classification additions and removals
Buying companies among coverage additions / removals: 0 / 1
Entered buying status (1)
XCF Global, Inc.
Left buying status (3)
LSB INDUSTRIES, INC. · Alto Ingredients, Inc. · INTERNATIONAL TOWER HILL MINES LTD
Buying characteristics
Top three companies’ share of qualifying gross purchase value: 99.7%
Companies with purchases: 10 · Multiple buyers: 3 · Repeat buyers on distinct dates: 2
Multiple buyers · 3/10 (30.0%)
Repeat buying · 2/10 (20.0%)
Largest recorded gross purchases: XCF Global, Inc. (USD 142,083,451) · CEMEX SAB DE CV (USD 6,925,824) · FULLER H B CO (USD 1,121,322)
Features overlap. Buyer-days consolidate the same reported buyer and date, not verified independent purchase events. Name variants may remain. Concentration requires complete values; currencies are never mixed.Companies to investigate
| Company | Buying status | Buyers | Buyer-days | Gross purchases | Latest buy |
|---|---|---|---|---|---|
| XCF Global, Inc. SAFX | Buying | 1 | 1 | USD 142,083,451 | 2026-10-16 |
| CEMEX SAB DE CV CX | Buying | 1 | 1 | USD 6,925,824 | 2026-09-25 |
| FULLER H B CO FUL | Buying | 8 | 9 | USD 1,121,322 | 2026-10-07 |
| 5E Advanced Materials, Inc. FEAM | Buying | 2 | 2 | USD 240,372 | 2026-10-08 |
| UR-ENERGY INC URG | Buying | 1 | 1 | USD 110,074 | 2026-09-24 |
| Lion Copper Corp. LCU | Buying | 2 | 11 | USD 88,689 | 2026-10-12 |
| ASP Isotopes Inc. ASPI | Buying | 1 | 1 | USD 21,600 | 2026-09-28 |
| SILVER BOW MINING CORP. SBMT | Buying | 1 | 1 | USD 4,430 | 2026-09-29 |
| LIBERTY STAR URANIUM & METALS CORP. LBSR | Buying | 1 | 1 | USD 3,430 | 2026-09-28 |
| SenesTech, Inc. SNES | Buying | 1 | 1 | USD 1,280 | 2026-09-28 |
242 other eligible companies had no qualifying buying in the window
AdvanSix Inc. · AEMETIS, INC · Air Products & Chemicals, Inc. · ALBEMARLE CORP · Alcoa Corp · Alto Ingredients, Inc. · AMERICAN BATTERY MATERIALS, INC. · AMERICAN BATTERY TECHNOLOGY Co · American Clean Resources Group, Inc. · AMERICAN VANGUARD CORP · AMERICAN WOODMARK CORP · Amrize Ltd · AngloGold Ashanti PLC · APOGEE ENTERPRISES, INC. · Aqua Metals, Inc. · ASCENT INDUSTRIES CO. · ATHENA GOLD CORP · ATI INC · ATLAS CRITICAL MINERALS Corp · Atlas Lithium Corp · AUGUSTA GOLD CORP. · Aura Minerals Inc. · Avery Dennison Corp · AVIENT CORP · Axalta Coating Systems Ltd. · BALCHEM CORP · BELDEN INC. · BHP Group Ltd · Bioceres Crop Solutions Corp. · BIOLARGO, INC. · BLACKBOXSTOCKS INC. · BLUE BIOFUELS, INC. · Blue Gold Ltd · BLUSKY AI INC. · Bolt Projects Holdings, Inc. · Brazil Potash Corp. · BROADWIND, INC. · CABOT CORP · Caesarstone Ltd. · Caledonia Mining Corp Plc · CARPENTER TECHNOLOGY CORP · CAVCO INDUSTRIES, INC. · Celanese Corp · CENTRUS ENERGY CORP · CENTURY ALUMINUM CO · CF Industries Holdings, Inc. · Champion Homes, Inc. · Chemours Co · Cibus, Inc. · CitroTech Inc. · CL Workshop Group Ltd · Clearwater Paper Corp · CLEVELAND-CLIFFS INC. · CODEXIS, INC. · Coeur Mining, Inc. · COMMERCIAL METALS Co · COMPASS MINERALS INTERNATIONAL INC · Comstock Inc. · CONSTELLIUM SE · Contango Silver & Gold Inc. · ContextLogic Holdings Inc. · CORE MOLDING TECHNOLOGIES INC · CORNING INC /NY · CPS TECHNOLOGIES CORP/DE/ · CRH PUBLIC LTD CO · Critical Metals Corp. · CSW INDUSTRIALS, INC. · CVR PARTNERS, LP · Dakota Gold Corp. · DOW INC. · DPC Holdings Ltd · DRDGOLD LTD · DSS, INC. · DuPont de Nemours, Inc. · DYNARESOURCE, INC. · DyTb, LLC · EAGLE MATERIALS INC · EASTMAN CHEMICAL CO · Ecovyst Inc. · Element Solutions Inc · Elevra Lithium Ltd · ENERGY FUELS INC · Evogene Ltd. · Evolution Metals & Technologies Corp. · Ferroglobe PLC · FLEXIBLE SOLUTIONS INTERNATIONAL INC · FMC CORP · Fortune Brands Innovations, Inc. · FREEPORT-MCMORAN INC · FRIEDMAN INDUSTRIES INC · FutureFuel Corp. · GERDAU S.A. · Gevo, Inc. · GIBRALTAR INDUSTRIES, INC. · GOLD FIELDS LTD · GOLD RESOURCE CORP · Golden Minerals Co · GRAPHIC PACKAGING HOLDING CO · Green Plains Inc. · GREYSTONE LOGISTICS, INC. · GULF RESOURCES, INC. · HECLA MINING CO/DE/ · HEXCEL CORP /DE/ · HNO International, Inc. · Howmet Aerospace Inc. · Huadi International Group Co., Ltd. · Huntsman CORP · HYCROFT MINING HOLDING CORP · i-80 Gold Corp. · IAMGOLD CORP · Idaho Strategic Resources, Inc. · Ingevity Corp · INNO HOLDINGS INC. · INNOSPEC INC. · INSTEEL INDUSTRIES INC · INTERNATIONAL BATTERY METALS LTD. · INTERNATIONAL FLAVORS & FRAGRANCES INC · INTERNATIONAL PAPER CO /NEW/ · INTERNATIONAL TOWER HILL MINES LTD · Intrepid Potash, Inc. · ioneer Ltd · IPERIONX Ltd · Ivanhoe Electric Inc. · Jaguar Uranium Corp. · James Hardie Industries plc · JELD-WEN Holding, Inc. · KAISER ALUMINUM CORP · KIMBERLY CLARK CORP · Knife River Corp · Koppers Holdings Inc. · KRONOS WORLDWIDE INC · LanzaTech Global, Inc. · Legacy Housing Corp · Lifezone Metals Ltd · LIGHTBRIDGE Corp · Lightwave Logic, Inc. · LINDE PLC · LITHIUM AMERICAS CORP. · Loop Industries, Inc. · LOUISIANA-PACIFIC CORP · LSB INDUSTRIES, INC. · LUXFER HOLDINGS PLC · LyondellBasell Industries N.V. · Magnera Corp · MARTIN MARIETTA MATERIALS INC · Mativ Holdings, Inc. · MATTHEWS INTERNATIONAL CORP · McEwen Inc. · MERCER INTERNATIONAL INC. · Metallus Inc. · Metals Royalty Co Inc. · MINERALRITE Corp · MINERALS TECHNOLOGIES INC · MOSAIC CO · MP Materials Corp. / DE · MUELLER INDUSTRIES INC · NEWMARKET CORP · NEWMONT Corp /DE/ · NIOCORP DEVELOPMENTS LTD · NL INDUSTRIES INC · NOBILITY HOMES INC · Nova Minerals Corp · NOVAGOLD RESOURCES INC · NUCOR CORP · NWPX Infrastructure, Inc. · O-I Glass, Inc. /DE/ · Oil-Dri Corp of America · OLIN Corp · OPTICAL CABLE CORP · Origin Materials, Inc. · Orion S.A. · Owens Corning · PACKAGING CORP OF AMERICA · Paramount Gold Nevada Corp. · Perimeter Solutions, Inc. · PERPETUA RESOURCES CORP. · PPG INDUSTRIES INC · Purebase Corp · PureCycle Technologies, Inc. · QUAKER CHEMICAL CORP · Quanex Building Products CORP · Ranger Gold Corp. · Ranpak Holdings Corp. · Rare Earths Americas, Inc. · RARE ELEMENT RESOURCES LTD · RAYONIER ADVANCED MATERIALS INC. · REX AMERICAN RESOURCES Corp · Reynolds Consumer Products Inc. · Rise Gold Corp. · ROGERS CORP · RPM INTERNATIONAL INC/DE/ · SCOTTS MIRACLE-GRO CO · SEALED AIR CORP/DE · SENSIENT TECHNOLOGIES CORP · Sibanye Stillwater Ltd · SILVER BULL RESOURCES, INC. · Sinda Ltd. · Smart Sand, Inc. · SMITH MIDLAND CORP · Smurfit Westrock plc · SOLITARIO RESOURCES CORP. · Solstice Advanced Materials Inc. · SONOCO PRODUCTS CO · SOUTHERN COPPER CORP/ · Spring Valley Acquisition Corp. II · Standard Nuclear, Inc. · Star Gold Corp. · Stardust Power Inc. · STEEL DYNAMICS INC · SunCoke Energy, Inc. · Suncrete, Inc. · Sunshine Silver Mining & Refining Co · Suzano S.A. · Sylvamo Corp · Tecnoglass Inc. · Titan America SA · TITAN INTERNATIONAL INC · TMC the metals Co Inc. · TOMI Environmental Solutions, Inc. · TREDEGAR CORP · TREX CO INC · Trilogy Metals Inc. · Trinseo PLC · Tronox Holdings plc · U.S. GOLD CORP. · U.S. GoldMining Inc. · UFP INDUSTRIES INC · UNITED STATES ANTIMONY CORP · UNITED STATES LIME & MINERALS INC · USA Rare Earth, Inc. · Vale S.A. · VALHI INC /DE/ · Verde Clean Fuels, Inc. · VERDE RESOURCES, INC. · VISTA GOLD CORP · Vulcan Materials CO · WD 40 CO · Westlake Chemical Partners LP · WESTLAKE CORP · WESTWATER RESOURCES, INC. · WORTHINGTON ENTERPRISES, INC. · Worthington Steel, Inc.
Background
Price and liquidity context
median 30-day company return · 65 companies
median daily turnover
companies with buy / ADTV
Price movement is a descriptive comparison. Buy / ADTV is shown only when the insider value and turnover use the same currency; it is not an estimate of market impact.
Coverage and evidence quality
Eligible companies: 252 · Buying companies: 10 · Price history: 65 · Complete purchase values: 10
Not available yet: earnings-related buying (no results dates captured for these companies in the last 180 days); outcomes after earlier buying (no archived snapshot has 20 days of prices after it yet).
A missing value is reported as unavailable and does not lower a signal. Source filing links remain the audit record.
Participation is not a return forecast. No sector score is added. Missing detail is not zero activity.
Market breadth & relative performance
Price participation, separate from insider buying.
Sector ETF performance
2026-10-16 · Price returns, excluding dividends. Smaller figures show excess over S&P 500 in percentage points.
| Sector / ETF | 1M | 3M | 6M |
|---|---|---|---|
| S&P 500 Price benchmark | +1.4% | +1.7% | +8.8% |
| Basic MaterialsXLB | +1.1%-0.3 pp vs S&P | +0.1%-1.6 pp vs S&P | -1.6%-10.4 pp vs S&P |
ETF series coverage: 1/1 · ETF portfolios differ from this research universe.
Methodology & dates
Yahoo Finance close prices; complete matching sessions required. ETF holdings coverage has not been verified.
1M: 2026-09-16 → 2026-10-16 · 3M: 2026-07-16 → 2026-10-16 · 6M: 2026-04-16 → 2026-10-16
Constituent price coverage
6 / 252 companies have complete aligned 200-session history. Coverage is still building; these sample statistics cannot represent the whole sector.
View coverage and exploratory sample statistics
2026-10-16 · S&P 500 (^GSPC)
Above-MA percentages use companies with complete 50/200-session closes; coverage is shown against eligible issuers. Returns are equal-weight buy-and-hold price returns for the fully covered current-company sample, not a sector index. Dividends are excluded.
| Sector | MA50 | MA200 | 1M | 3M | 6M |
|---|---|---|---|---|---|
| Basic Materials | 16.7% · 1/6 coverage 6/252 | 16.7% · 1/6 coverage 6/252 | -23.4% -24.8 pp 6/252 | -20.6% -22.3 pp 6/252 | -42.3% -51.1 pp 6/252 |