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Critical Minerals and Energy Intelligence

Uranium prices to hit all time highs? (term contracts already there!)
Uranium prices to hit all time highs? (term contracts already there!)
— Notes from the WNA in London We’ve just wrapped the World Nuclear Symposium in London, and we’ve been speaking “live” with CEOs and experts from across the uranium mining industry for our latest, in-depth Boom Bust BS podcast series on the state-of-play in the...

Latest Insights

Uranium prices to hit all time highs? (term contracts already there!)
Uranium prices to hit all time highs? (term contracts already there!)
Russia’s enriched uranium is offline — and the fuel crisis is coming
Russia’s enriched uranium is offline — and the fuel crisis is coming
Uranium prices headed to $200?
Uranium prices headed to $200?
Uranium mining in South America
Uranium mining in South America
Uranium in Namibia
Uranium in Namibia
Big uranium supply deficit incoming
Big uranium supply deficit incoming
Uranium supply deficit is structural
Uranium supply deficit is structural
Uranium prices at turning point
Uranium prices at turning point
Uranium prices to beat all-time highs?
Uranium prices to beat all-time highs?
Uranium’s 3.1 billion lb contract gap is hiding in plain sight
Uranium’s 3.1 billion lb contract gap is hiding in plain sight
Copper hits all-time high at US$14,533 a tonne
Copper hits all-time high at US$14,533 a tonne
No major copper discovery recorded in 2025
No major copper discovery recorded in 2025

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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.
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

Uranium in Namibia - The Oregon Group

Uranium in Namibia

EPISODE 20: Anthony Milewski and Christian Purefoy chat to Nathan Chutas, CEO and Director, of Skeleton Coast Uranium focused on discovering the next major uranium

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September 11, 2026
Sep 14, 2026
Uranium prices to hit all time highs? (term contracts already there!)
Sep 14, 2026
Russia’s enriched uranium is offline — and the fuel crisis is coming
Sep 14, 2026
Uranium prices headed to $200?

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Investment intelligence and in-depth reports on critical minerals, mining, energy and geopolitics — from capital-markets professionals with boardroom and institutional experience.