the oregon group logo
Search
Contact
About
Twitter Linkedin Youtube Rss

Critical Minerals and Energy Intelligence

Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
the Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the...

Latest News

Innovation alone won’t fix the energy transition
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
Why Founders Can’t Ignore Commodity Tokenization Anymore
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
US launches $12 billion strategic minerals stockpile
Just-in-time procurement and the clean energy transition

Insights

PDAC 2026: I was in the room. I was at the dinner. Save this.
PDAC 2026: I was in the room. I was at the dinner. Save this.
Data centres are looking upstream for Canada’s uranium
Data centres are looking upstream for Canada’s uranium
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
Can lithium hit $30,000 in 2026?
Can lithium hit $30,000 in 2026?
Can copper hit $15,000 in 2026?
Can copper hit $15,000 in 2026?

Latest Boom, Bust and BS Podcast

Greed, Guts and Glory

Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Calling Canada’s next gold company take-outs
Calling Canada’s next gold company take-outs
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
Notes from Beaver Creek and Denver Gold: the bulls are back in town!

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.
Click Here
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

Mar 09, 2026
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Mar 05, 2026
PDAC 2026: I was in the room. I was at the dinner. Save this.
Mar 03, 2026
Data centres are looking upstream for Canada’s uranium

SUBSCRIBE FOR INVESTMENT INSIGHTS

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

Our independent capital markets experts are sharing their boardroom expertise and institutional experience to help you profit and hedge your investment exposure during this time of unmissable opportunity.