ExxonMobil is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2018, it produced 2.3 million barrels of liquids and 9.4 billion cubic feet of natural gas per day. At the end of 2018, reserves were 24.3 billion barrels of oil equivalent (including 4.2 billion for equity companies), 65% of which are liquids. The company is the world's largest refiner with a total global refining capacity of 4.7 million barrels of oil per day and one of the world's largest manufacturers of commodity and specialty chemicals. It operates its business divisions in North and South America, Europe, the Middle East, North and sub-Saharan Africa, and the Asia-Pacific.

Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although the company's main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, and seed directly to farm customers.

Dollar Tree operates discount stores in the U.S. and Canada, including over 7,000 shops under its namesake banner and more than 8,200 Family Dollar units. The eponymous chain features branded and private-label products at a fixed $1 price (CAD 1.25 in Canada). Nearly 50% of Dollar Tree stores' fiscal 2018 sales came from consumables (including food, health and beauty, and household paper and cleaning products), just over 45% from variety items (including toys and housewares), and 5% from seasonal merchandise. Family Dollar features branded and private-label goods at prices generally ranging from $1 to $10, with over 75% of fiscal 2018 sales from consumables, nearly 10% each from seasonal/electronic items (including prepaid phones and toys) and home products, and basic apparel around 5%.

Teck is a diversified miner with coal, copper, zinc, and oil sands operations in Canada, the United States, Chile, and Peru. Metallurgical coal is Teck's primary commodity in terms of EBITDA contribution, followed by copper, zinc, and oil sands. Teck ranks as the world's second-largest exporter of seaborne metallurgical coal and is a top-three zinc miner.

TechnipFMC is the largest provider of integrated deep-water offshore oil and gas development solutions, offering the full spectrum of subsea equipment and subsea engineering and construction services. Additionally, the company provides various oil and gas onshore engineering and construction services, with a long-standing expertise in delivering liquefied natural gas projects.

Houston-based Cabot Oil & Gas is an independent exploration and production company with operations in Appalachia. At year-end 2018, Cabot's proved reserves were 11.6 trillion cubic feet of equivalent, with net production of approximately 2,000 million cubic feet of natural gas per day. All of Cabot's production is Marcellus dry natural gas.

Israel Chemicals is a global specialty minerals company. It operates in four main segments: industrial products, phosphate solutions, potash, and innovative ag solutions. The majority of revenue comes from the phosphate solutions segment, which uses phosphate commodity products such as phosphate rock and fertilizer-grade phosphoric acid. The potash segment uses an evaporation process to extract potash from the Dead Sea and uses conventional mining to produce potash and salt from an underground mine in Spain. The innovative ag solutions segment develops and sells fertilizers that are based primarily on nitrogen, potash, and phosphate. The industrial products segment produces bromine as a byproduct of the potash production process and produces other chemical products.

Encana is an independent oil and gas producer with key assets in the Permian, Eagle Ford, Montney, and Duvernay areas. At the end of 2018, the company reported net proven reserves of 726 million barrels of oil equivalent. Net production averaged 361 thousand barrels of oil equivalent per day in 2018 at a ratio of 43% oil and natural gas liquids and 57% natural gas.

CVR Energy Inc is a holding company that engages in petroleum refining and nitrogen fertilizer manufacturing through its holdings in CVR Refining LP and CVR Partners, LP. CVR Refining LP includes several complex full coking crude oil refineries, along with a crude oil gathering system, pipelines and storage tanks, and marketing and supply. The company's refineries can process blends of a variety of crude oil ranging from heavy sour to light sweet crude oil. Crude oil for CVR's refineries is supplied through its wholly owned gathering system and pipeline. From its refineries, CVR supplies product through tanker trucks directly to customers located in close geographic proximity and customers at throughput terminals. The company's customers include retailers, railroads, and farm cooperatives.

Compania de Minas Buenaventura is a Peruvian mining company involved in exploring for, mining, and processing primarily gold and silver. It operates seven wholly owned or majority-owned mines and holds minority interests in several important mines, including the Yanacocha gold mine and the Cerro Verde copper mine. Buenaventura is primarily focused on expansion projects and potential M&A in Peru, but is also open to opportunities in other Latin American countries.