Global Climate Solution Stocks

Invicta is a South African provider of construction equipment. While some of their revenue does come from products and projects used to expand the grid, most comes from other segments like providing construction and agricultural vehicles.

Bushveld Mineral is a South African company specializing in the mining of vanadium. While vanadium can be used in energy storage, it is not widely, so it is unclear if this is a climate solution.

Huge Group is an investment company that operates in many different industries. One of them is renewables, but this appears to represent only a small portion of their revenue, so far less than 50%

Unfortunately it looks like Ellies Holdings is no longer in business selling LEDs and solar solutions

Renergen, despite its name, is a natural gas mining and distribution company that also sells helium (which is also not a climate solution)

Mpact is a cardboard manufacturer in South Africa with over 65% of their pulp coming from recycled paper, thus reducing the need for new trees to be used in cardboard creation.

Metair is a South African provider of energy storage systems for homes and buildings, serving multiple markets in conjunction with solar power.

While Anglo American, a South African mining company, does extract some critical minerals like cobalt, it generates a majority of its revenue from precious metals like platinum and gold

South Ocean Holdings company generates a majority of their revenue from building electrical wiring that is necessary for expanding the electrical grid, a key climate solution

While Northam Platinum does explore for some critical minerals like copper and cobalt, it generates a majority of its revenue from precious minerals like platinum and gold

Copper 360 is a South African mining company that mines for just thing that happens to also be a critical mineral for the energy transition, copper.

While African Rainbow does explore for some critical minerals like copper, it generates a majority of its revenue from gold, which is not a critical mineral for the energy transition.

While Impala Platinum does explore for some critical minerals like copper, it generates a majority of its revenue from, well Platinum, which is not a critical mineral for the energy transition.

While Sibanye Stillwater does explore for some critical minerals like copper and cobalt, it generates a majority of its revenue from precious minerals like platinum and gold

While Exxaro Resources does operate two wind farms in South Africa, it generates a majority of its revenue from extracting coal.

While Wesizwe Platinum does explore for some critical minerals like copper and cobalt, it generates a majority of its revenue from precious minerals like platinum and gold

While Sail Mining Group does explore for some critical minerals like copper and cobalt, it generates a majority of its revenue from precious minerals like platinum and gold

Aveng Limited is a South African construction firm. While they do engage in a few climate solution areas like rail and electrical grids, they generate a majority of their revenue from non-climate solution construction like buildings and roadways.

Sappi Limited is a South African paper and cardboard manufacturer. While they do integrate recycled pulp into their process it is less than 50%, leading to us to exclude them

While Gold Fields Limited does explore for some critical minerals like copper, it generates a majority of its revenue from, well Gold, which is not a critical mineral for the energy transition.