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Critical Minerals and Energy Intelligence

Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain Can you name the world's three largest uranium producers? Kazakhstan, Canada... Australia, you say? Nope, it's...

Latest News

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
Why Commodity Scarcity Is Becoming the Biggest Bottleneck for Clean-Tech Entrepreneurs
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie

Insights

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?
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Can nickel prices hit $25,000 in 2026?
Can nickel prices hit $25,000 in 2026?
Why Tetra Zone has us more excited than ever (Guest Post by Dev Randhawa)
Why Tetra Zone has us more excited than ever (Guest Post by Dev Randhawa)
Can silver hit $150 in 2026
Can silver hit $150 in 2026
The United States quietly built a minerals Sovereign Wealth fund (Guest Post by Ashley Zumwalt-Forbes)
The United States quietly built a minerals Sovereign Wealth fund (Guest Post by Ashley Zumwalt-Forbes)
Golden Cross: on track to define Victoria’s next high-grade gold project
Golden Cross: on track to define Victoria’s next high-grade gold project

Latest Boom, Bust and BS Podcast

Greed, Guts and Glory

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!
Every idea has its time – Crypto Capital is coming for commodities
Every idea has its time – Crypto Capital is coming for commodities

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

Can uranium hit 150lb in 2026 - The Oregon Group - Critical Minerals and Energy Intelligence

Can uranium hit $150/lb in 2026?

Uranium is now strategic infrastructure: With explicit US policy support and funding, the market has shifted from commodity pricing dynamics toward policy-anchored strategic asset behavior

Read More »
February 12, 2026
Feb 19, 2026
Namibia’s strategic ascent in the global uranium supply chain
Feb 12, 2026
Can uranium hit $150/lb in 2026?
Feb 12, 2026
Why Founders Can’t Ignore Commodity Tokenization Anymore

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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.