Global Climate Solution Stocks

Vitro is a Mexican glass manufacturer that generates over half of its revenue from providing energy efficient glass for buildings and homes that mean these buildings need less energy to keep a consistent temperature.

Nemak is a Mexican manufacturer of auto parts that specializes in making them lightweight. Their products enable us to move the same amount of stuff with less energy.

Volcan Compañía Minera is a mining company in Peru that generates a majority of its revenue from extracting zinc and copper, two minerals that are critical to the energy transition

Sociedad Eléctrica del Sur Oeste is a Peruvian electricity distributor. While expanding the grid is an important climate solution, we do not count operating the grid as a climate solution, so we exclude them

Sociedad Minera Cerro Verde is a pure play copper and molybdenum producer in Peru, both critical minerals for the energy transition

Sociedad Minera Corona is a Peruvian mining company that generates a majority of its revenue from minerals critical to the energy transition like copper

Shougang Generacion is a Peruvian electrical utility that generates a majority of its electricity from thermal sources

Nexa Resources Peru is a Peruvian mining company that generates a majority of its revenue from minerals critical to the energy transition like zinc and copper

Southern Peru Copper is a Peruvian Copper mining, refining, and distribution company. Copper is a critical mineral for the energy transition, being used in electric motors and electrical cables

Orygen Peru is an electrical utility that generates almost half of its electricity from thermal sources

Nexa Resources Atocha is a Peruvian mining company that generates a majority of its revenue from minerals critical to the energy transition like zinc and copper

Minsur is a Peruvian mining company that, while it does search for some critical minerals like copper, generates a majority of its revenue from non-critical minerals like gold and tin

Luz del Sur is a Peruvian electrical utility that does generate its own power. While it seems it is all from hydropower, we could not confirm this again in our 2025 review, so we exclude them for lack of information.

Fossal is a Peruvian mining company. While it does mine for phosphate, which is somewhat of a critical mineral, its main mineral is diatomite which is not a critical mineral, so we exclude them

Fabrica Nacional de Acumuladores is a Peruvian battery manufacturer. While batteries are key climate solutions for both EVs and energy storage, this company generates a majority of its revenue from traditional automotive batteries. Their only EV batteries are for golf carts.

Industrias Electro Quimicas is a Peruvian mining company that specializes in extracting zinc and lead, both minerals key for the electrification of our economy.

Industrias del Cobre Sociedad is a Peruvian cable company that generates over half of its revenue from cables used in the electrical grid system as well as other climate solutions like solar energy.

Energia del Pacifico is a Peruvian utility that generates a majority of its electricity from thermal sources

Empresa Regional de Servicio Público de Electricidad Electro Norte Medio is a Peruvian electrical distributor. They are a quasi-governmental organization that provides relatively little information on how much revenue they generate from operating vs. expanding their grid, so we exclude them for lack of information.

Electro Dunas is a Peruvian distributor of electricity. While they also generate revenue from expanding the grid, they generate more from their generic utility business, where they do not disclose their generation mix, so we exclude them.