Morgan Stanley flags five miners at core of space value chain
Company News · Mining.com ·
Morgan Stanley's Adam Jonas highlighted five North America-based miners—MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa and Teck Resources—as crucial suppliers of rare earths, tungsten, copper, gallium and aluminum for the expanding space economy. "All space hardware begins in the ground," Jonas wrote, ahead of a potential SpaceX IPO targeting a $2 trillion valuation.