| Top 10 Themes | 2020 Rank | 2019 Rank | Top 5 Companies with Themes Mentions in 2020 |
|---|---|---|---|
| Geopolitics | 1 | 1 | China Steel Corp | JSW Steel Ltd | Sociedad Quimica y Minera de Chile SA | Freeport-McMoRan Inc | ThyssenKrupp AG |
| Emerging Economies | 2 | 2 | Eimco Elecon (India) Ltd | China Steel Corp | Sociedad Quimica y Minera de Chile SA | JSW Steel Ltd | Jindal Steel & Power Ltd |
| M&A | 3 | 3 | Sibanye Stillwater Ltd | Newcrest Mining Ltd | Barrick Gold Corp | SSR Mining Inc | Cleveland-Cliffs Inc |
| Climate Change | 4 | 4 | JFE Holdings Inc | Fortescue Metals Group Ltd | Sibanye Stillwater Ltd | China Steel Corp | Nippon Steel Corp |
| Demographics | 5 | 5 | PT Bukit Asam (Persero) Tbk | Impala Platinum Holdings Ltd | Sibanye Stillwater Ltd | PT ANTAM (Persero) Tbk | Exxaro Resources Ltd |
| China Impact | 6 | 6 | China Steel Corp | China Shenhua Energy Co Ltd | Aluminum Corporation of China Ltd | Banpu PCL | Yieh Phui Enterprise Co Ltd |
| Extraction Technology | 7 | 7 | Barrick Gold Corp | Twenty Seven Co Ltd | Lithium Americas Corp | Komatsu Ltd | Horizon Minerals Ltd |
| Workplace Safety | 8 | 8 | Sibanye Stillwater Ltd | Metinvest BV | Polymetal International Plc | Pan African Resources Plc | Lithium Americas Corp |
| Lithium-Ion Batteries | 9 | 9 | Lithium Americas Corp | Sociedad Quimica y Minera de Chile SA | Core Lithium Ltd | Orocobre Ltd | Liontown Resources Ltd |
| Environmental Regulation | 10 | 10 | PT Bukit Asam (Persero) Tbk | Cummins Inc | SSR Mining Inc | United States Steel Corp | Kawasaki Heavy Industries Ltd |
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