The Physical-Economy Web: Materials, Companies & Tickers

The Physical Economy, Connected

Pick a raw material. See everyone who touches it. The exposure a sector label hides is usually the exposure that matters.

Copper, lithium, titanium, rare earths, helium. Each one runs through companies the market files under some other label.

An automaker is a copper story. A defense prime is a rare-earth story. A data center is a power story before it is a software story. The sector tag hides the dependency. This view puts it back.

Each node carries the daily move and a rough read on how much of the company's revenue actually leans on that input. The obvious links are not the interesting ones. The interesting ones are the companies sitting on a single scarce input three steps from their product — the ones that find out it was load-bearing only when supply gets tight.

Companies & entities in this map

AI Data Centers, Space Data Centers, Nuclear (Traditional), Nuclear SMR, Humanoid Robotics, Electric Vehicles, Satellites, Rockets / Launch, Weapons / Defense, Commercial Aircraft, LNG Export Terminals, Oil Tankers, LNG Tankers, Submarines, Solar Panels, Wind Turbines, AI Applications, Pharma & Biotech, Food & Beverage, AI Accelerators / GPU, HBM / Memory, Optical Networking, DC Cooling / Power, Power Electronics (SiC), Transformers / Grid Gear, Electric Motors, Battery Cells (Li-ion), Solid-State Battery, Image Sensors / EO, LiDAR / Depth, Optics / Photonics, RF / Comms Chips, Avionics / Flight Electronics, Jet / Aero Turbines, Rocket Engines / Propulsion, Power Turbines (gas/steam), Nuclear Reactor Systems, Cryogenics / Liquefaction, Shipbuilding / Hulls, Solar Cells / Modules, Inverters (solar/wind), Turbine Blades / Nacelles, Large Generators, Nuclear Fuel / Enrichment, Foundation Models (LLM/VLM), Food Processing / Meat, Fertilizer / Crop Nutrition, Seeds & Agrochem, Farm Equipment, Contract Mfg (CDMO), Fill & Finish / Vials, AESA Radar / Sensors, Tactical Munitions, Chip Foundry / Fab, Fab / Litho Equipment, Advanced Packaging / OSAT, IC Substrates / PCB, Silicon Wafers, Battery Cathode (CAM), Battery Anode (Graphite/Si), Separator / Electrolyte, Permanent Magnets (NdFeB), Turbine Blades / Castings, Reactor Vessel / Forgings, Solar Wafers / Cells, Active Pharma Ingredients, Missile Guidance / Seekers, Lithium Chemicals, Refined Copper, Steel / Ferroalloys, Primary Aluminum, Rare-Earth Oxides, Refined Nickel / Sulfate, Refined Cobalt, Polysilicon, Enriched Uranium / Fuel, Titanium Sponge / Mill, Carbon Fiber, Photoresist / EUV Chem, Specialty Gases (Neon/Ar), Battery-grade Graphite, Gallium / Germanium, Helium / Industrial Gas, Grains (Corn/Wheat/Soy), Meat / Protein, Pharma Specialty Chemicals, Potash / Phosphate, Lithium Ore (Spodumene/Brine), Copper Ore, Iron Ore

Muad'Dib Capital, the Atlas of the Physical Economy. For information only — not investment advice. Company lists are representative selections curated from public sources.

Click any node to inspect its companies — each with live daily % and category revenue %.

Click a material (e.g. Titanium, Copper, Rare Earths) to see every industry that depends on it light up.

Click a company to see every industry it touches.

Press / to search.