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Critical Minerals and Energy Intelligence

Canada’s copper premium (location, location, location)
Canada’s copper premium (location, location, location)
Goldman Sachs has increased its forecast for the 2026 refined-copper deficit outside the US by more than tenfold, from 60,000 tonnes to 640,000 tonnes (and 170,000 tonnes in 2027) — after cutting its global mine-supply estimate by 350,000 tonnes. And it's not the only one: UBS...

Latest Insights

Canada’s copper premium (location, location, location)
Canada’s copper premium (location, location, location)
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
West faces $500 billion critical minerals financing test — report
West faces $500 billion critical minerals financing test — report
Why Geopolitics Has Overtaken Supply And Demand In Commodity Markets
Why Geopolitics Has Overtaken Supply And Demand In Commodity Markets
Over $750 billion needed for energy mineral supply to meet demand
Over $750 billion needed for energy mineral supply to meet demand
Copper is the new oil
Copper is the new oil
China’s rare-earth restrictions push Japan to mine the Pacific seabed
China’s rare-earth restrictions push Japan to mine the Pacific seabed
China’s helium ban strengthens US grip on global supply
China’s helium ban strengthens US grip on global supply
China’s copper premium jumps fivefold as inventories collapse
China’s copper premium jumps fivefold as inventories collapse
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
Congo approves rail deal after US$753 million Lobito Corridor financing
Congo approves rail deal after US$753 million Lobito Corridor financing
Copper output at Chile’s top producers falls 18% in May
Copper output at Chile’s top producers falls 18% in May

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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.
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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.
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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.
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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.
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Commodity infographics

Latest Investment Insights

copper is the new oil anthony milewski - The Oregon Group

Copper is the new oil

We’re not ready for the rising needs and the infrastructure takes years to build, says Anthony Milewski for Fast Company For most of the past

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July 27, 2026
Jul 31, 2026
Canada’s copper premium (location, location, location)
Jul 30, 2026
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
Jul 28, 2026
West faces $500 billion critical minerals financing test — report

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