China’s latest inflation data is putting a fresh spotlight on mining and materials stocks, as producer prices rise 4.1% while consumer prices stay subdued at 1%. Soaring input costs for non-ferrous metals and energy are squeezing industrial margins, which can reshape how capital flows through the global supply chain. This article looks at 3 stocks from a Global Mining and Materials Sector screener that are directly exposed to this news and could either benefit from, or be pressured by, these shifting cost dynamics. Read on to see which companies stand out and why they matter for a diversified portfolio.

Silvercorp Metals (TSX:SVM)

Overview: Silvercorp Metals is a Vancouver based miner that acquires, develops, and operates underground mines in China, producing a mix of silver, gold, lead, zinc, and copper. Its focus on precious and base metals links the company closely to trends in industrial demand and metal pricing.

Operations: Silvercorp Metals generates virtually all of its revenue in China, with about US$399.2 million from the Ying Mining District and US$38.9 million from the GC Mine, for a total of roughly US$438.1 million.

Market Cap: CA$2.9b

Silvercorp Metals gives you direct exposure to non ferrous metals at a time when China’s producer prices for these inputs are rising sharply. Management has previously described cost pressures as manageable and partly cushioned by a weaker renminbi. The company combines meaningful silver production in China with new projects in Ecuador and Kyrgyzstan, which may gradually reduce its single country risk. At the same time, investors need to weigh recent China safety related curtailments, a reported net loss of US$9.94 million for 2026, and higher all in sustaining costs against factors like reserve growth, a cash heavy balance sheet, a semi annual dividend, and analyst expectations related to future earnings and valuation potential.

Silvercorp Metals appears to be a rare mix of a cash heavy balance sheet, multi country growth projects, and China exposure that many investors may be overlooking, so it could be worth checking the analysis report for Silvercorp Metals

Warrior Met Coal (HCC)

Overview: Warrior Met Coal produces and exports non thermal steelmaking coal from underground mines in Alabama, supplying hard coking coal to steel manufacturers across Europe, South America, and Asia, and also sells natural gas that is extracted as a byproduct of coal production.

Operations: Warrior Met Coal generates about US$1.43b from its core Mining segment and US$38.1 million from All Other activities, with sales spread across Asia, Europe, and South America.

Market Cap: US$4.1b

Warrior Met Coal provides exposure to global steel production at a time when China’s rising producer inflation keeps attention on raw material costs and supply security. The company focuses on premium met coal and has reported a shift from a net loss to net income of US$72.34 million in Q1 2026 on revenue of US$458.59 million. It is also ramping its Blue Creek project, which is expected to add higher quality, lower cost volumes. At the same time, heavy exposure to global steel demand, pricing pressure from well supplied coal markets, capital intensity, and decarbonization risks mean results can be sensitive to swings in steel and coal cycles. That combination of potential growth drivers and meaningful risks may make Warrior Met Coal a candidate for closer review within the Global Mining and Materials Sector screener.

Warrior Met Coal’s Blue Creek ramp up and return to net income could be only half the story. Get the full context with the analyst forecasts for Warrior Met Coal to see what might be hiding behind those headline figures.

PLS Group (ASX:PLS)

Overview: PLS Group is an Australian miner focused on lithium, developing and operating the 100% owned Pilgangoora project in Western Australia to supply raw material for batteries used in electric vehicles and energy storage. The company explores for and produces lithium resources, positioning itself within the global battery and energy transition supply chain.

Operations: PLS Group currently generates about A$967.4 million in revenue from exploration, development, and mining of minerals.

Market Cap: A$14.9b

PLS Group operates in the lithium supply chain at a time when battery demand, particularly from electric vehicles, keeps global attention on secure access to key raw materials. The Pilgangoora operation uses large scale ore sorting as core infrastructure, which can help manage ore quality and processing efficiency at a time when input costs are under scrutiny and China’s industrial inflation keeps raw materials in focus. At the same time, PLS is not currently profitable and relies on higher risk external funding, including recent US$600 million senior notes, while insiders have been selling stock. For investors, that mix of growth expectations, capital heavy expansion, and balance sheet and governance considerations represents both potential opportunity and risk for PLS Group.

PLS Group’s lithium story is accelerating, yet its external funding, insider selling, and capital heavy expansion raise questions that many investors may be glossing over. Start with the analyst forecasts for PLS Group

The three stocks covered here are just a starting point, as the full screen of the Global Mining and Materials Sector surfaced 31 more companies with equally compelling stories that tie directly into non ferrous metals, energy inputs, and industrial supply chains, all captured in the Global Mining and Materials Sector screener. Use Simply Wall St to identify and analyze the specific catalysts, financial profiles, and narratives that fit your own view of this sector so you can focus on the mining and materials stocks that best match your highest conviction ideas.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.