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Critical Minerals and Energy Intelligence

Can nickel prices hit $25,000 in 2026?
Can nickel prices hit $25,000 in 2026?
nickel price rally: nickel prices jumped to $16,500–$18,500per ton range in early January 2026 – hitting their highest levels in over two years Indonesia reins...

Latest News

Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
Tokenized Assets: The Next Frontier For Corporate Treasuries
US plans $2.7 billion investment to restore uranium enrichment
How tokenization could transform investments and industries
US-backed $7.4bn smelter escalates critical minerals decoupling from China
How Tokenization Is Changing Commodity Valuation Models

Insights

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
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Calling Canada’s next gold company take-outs
Calling Canada’s next gold company take-outs
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
Palladium’s comeback: EV slowdown puts the metal into a higher gear
Palladium’s comeback: EV slowdown puts the metal into a higher gear
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?

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.
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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.
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.
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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

Jan 15, 2026
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
Jan 12, 2026
Can nickel prices hit $25,000 in 2026?
Jan 08, 2026
Tokenized Assets: The Next Frontier For Corporate Treasuries

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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.