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Critical Minerals and Energy Intelligence

How to discover uranium in Canada
How to discover uranium in Canada
https://youtu.be/Yqy2Pf2yEgM EPISODE 9. Anthony Milewski and Christian Purefoy are joined by special guest Dev Randhawa, CEO and Chairman of F3 Uranium, to talk about the...

Latest News

G7 to agree strategy to secure critical minerals supply
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
Trump orders overhaul of US nuclear industrial base
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Global electric vehicle fleet to quadruple by 2030

Insights

Why junior gold company AMEX Exploration is positioned to be built or bought
Why junior gold company AMEX Exploration is positioned to be built or bought
Titanium mining coming to North America?
Titanium mining coming to North America?
Uranium prices: how did we get here; what comes next
Uranium prices: how did we get here; what comes next
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
The Opportunity to Get Positioned in Uranium
The Opportunity to Get Positioned in Uranium
Gold $30,000: The Juniors Are Waking Up – Northern Superior Expands its New Discovery with 11.86 g/t Au over 7 metres, as part of 4.82 g/t over 21.6 metres, and 3.54 g/t over 10 metres, as part of 22.2 metres at 2.08 g/t at Philibert (Guest post by Simon Marcotte)
Gold $30,000: The Juniors Are Waking Up – Northern Superior Expands its New Discovery with 11.86 g/t Au over 7 metres, as part of 4.82 g/t over 21.6 metres, and 3.54 g/t over 10 metres, as part of 22.2 metres at 2.08 g/t at Philibert (Guest post by Simon Marcotte)
Vanadium: double-edged demand
Vanadium: double-edged demand
Q&A: unearthing value in the next gold rush with Simon Marcotte
Q&A: unearthing value in the next gold rush with Simon Marcotte
Can gold price hit $30,000?
Can gold price hit $30,000?

Latest Boom, Bust and BS Podcast

Greed, Guts and Glory

Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Notes/thoughts from PDAC 2025: Goldbug lives matter, everything else is just a critical mineral
Notes/thoughts from PDAC 2025: Goldbug lives matter, everything else is just a critical mineral
Notes from Mining Indaba, thoughts about the market and making money in 2025
Notes from Mining Indaba, thoughts about the market and making money in 2025

Industry reports

Report: The Great Uranium Disconnect
The Oregon Group predicts the longer the disconnect between prices and demand, the greater the pressure for price growth beyond the levels we saw in 2024.
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report: Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence will spark a 10-year critical mineral supercycle, according to our new report.
Read report
REPORT: COPPER, AT THE CENTRE OF THE METAL SUPERCYCLE
Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.
Read report
Report: THE URANIUM BULL MARKET AND THE COMING OF THE SECOND ATOMIC AGE
Uranium is at the start of a 10-year bull market, according to our new report.
Read report
Report: THE GREEN ECONOMY AND NICKEL'S GENERATIONAL CLASS I SUPPLY CRUNCH
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Read report

Commodity infographics

Latest Investment Insights

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Jun 24, 2025
How to discover uranium in Canada
Jun 23, 2025
Why junior gold company AMEX Exploration is positioned to be built or bought
Jun 19, 2025
Titanium mining coming to North America?

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Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

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