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Critical Minerals and Energy Intelligence

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
The price of liquefied natural gas (LNG) may not (yet) be screaming crisis, but the physical market is at risk of its first contraction in 10 years: no LNG carrier transits through the Strait of Hormuz since July 11,  according to Kpler data cited by...

Latest Insights

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
Australia – India agree uranium export deal
Australia – India agree uranium export deal
US diesel stocks fall 5 million barrels, exposing mining industry
US diesel stocks fall 5 million barrels, exposing mining industry
The Coming Commodity Supercycle Is the Biggest Business Opportunity Founders Are Ignoring
The Coming Commodity Supercycle Is the Biggest Business Opportunity Founders Are Ignoring
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis

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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

Read More »
July 27, 2026
Jul 27, 2026
Over $750 billion needed for energy mineral supply to meet demand
Jul 27, 2026
Copper is the new oil
Jul 24, 2026
China’s rare-earth restrictions push Japan to mine the Pacific seabed

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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.