The Oregon Group
Thinking big
thoughts
The global fertilizer market is forecast to grow 12% in 2022 to be worth more than US$193 billion, in comparison with 2021 — and increase to US$240 billion by 2030. The primary chemicals that make up artificial fertilizer — nitrogen, phosphorus and potassium (or potash) —...
The global semiconductor industry is projected to be worth over US$1 trillion, with an average of 6-8% growth a year, by 2030. This year alone, semiconductor growth is expected to increase 16.3%, to reach a record value of US$646 billion. It’s huge growth, but a...
The global insurance market is forecast to grow at 6% a year, worth US$4.5 trillion in 2020 and forecast to be valued over US$6 trillion in 2025. But climate change poses significant risks to this growth — and an opportunity for...
The prices of green metals this year spiked to some of their highest ever levels, sending shockwaves across the global economy. As we predicted, there has been a pullback in what will continue to be a volatile marketplace, but the...
The global market for hydrogen generation has the potential to double to US$250 billion by 2030 and over US$1 trillion by 2050 — significantly decarbonizing vast swathes of global energy production. There has been plenty of hype and false starts...
Inflation, hitting 9.1% in June, is at its highest level for over forty years in the US, as well as hitting other major economies across the world. Simply put, the value of your wealth is being eroded with very few...
Natural gas prices in Europe soared to record highs after Russia cut gas flows via the Nord Stream pipeline to Germany by 40% in June. The crisis is so severe that German minister for economic affairs and climate action has...
Artificial Intelligence — with an estimated contribution to the global economy of US$15.7 trillion by 2030— has the potential to turbo-charge the productivity and efficiency of almost all industries while also presenting a compelling area for investment. As the name artificial intelligence,...
(First published in The Northern Miner, PDAC 2022 edition) New ETFs in Europe, $billions raised and spent on physical uranium by Sprott, aggressive reactor construction programs, mine restarts, rising contract pricing, positive turns in public sentiment. Driven by powerful geopolitical...
As a series of crises spike food prices, threatening economic and political stability across the world, new opportunities in the enormous and complex global food and agriculture industry — worth an estimated US$5 trillion — are opening up. So where should...
There are times to invest in micro-cap stocks but when the markets have a big sell off, like they’re currently having, the first place to look for bargains is often large cap stocks. US stocks have entered a “bear market,”...
The world’s most valuable company is no longer Apple, but the oil giant Saudi Aramco. Tech stocks are down and the price of oil is up, well over US$100/barrel. Chevron earned US$6.3 billion in the first quarter of 2022, four...
