the oregon group logo
Search
Contact
About
In the Press
Podcast
Twitter Linkedin Youtube Rss

Critical Minerals and Energy Intelligence

Trump announces more than $2 billion critical minerals package
Trump announces more than $2 billion critical minerals package
President Trump announced approximately US$2.1 billion for critical-mineral projects and more than US$180 million for mining education roughly 93% of the project funding consists of conditional loans that must still reach financial close government capital targets the full supply chain: mining, processing, magnets, battery materials...

Latest Insights

World’s 50 biggest miners valued at $2.17 trillion as BHP opens record lead
World’s 50 biggest miners valued at $2.17 trillion as BHP opens record lead
Trump announces more than $2 billion critical minerals package
Trump announces more than $2 billion critical minerals package
US to ban tungsten scrap exports to secure domestic critical mineral supply
US to ban tungsten scrap exports to secure domestic critical mineral supply
Congo bans copper and cobalt concentrate exports as global supply risks grow
Congo bans copper and cobalt concentrate exports as global supply risks grow
Rare Earths 101: understanding the worlds most strategic supply chain
Rare Earths 101: understanding the worlds most strategic supply chain
F3 Uranium’s high-grade resource stands out in Athabasca
F3 Uranium’s high-grade resource stands out in Athabasca
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

Listen to our latest Podcast

Subscribe to our newsletter

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

Aug 10, 2026
World’s 50 biggest miners valued at $2.17 trillion as BHP opens record lead
Aug 08, 2026
Trump announces more than $2 billion critical minerals package
Aug 07, 2026
US to ban tungsten scrap exports to secure domestic critical mineral supply

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.