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Critical Minerals and Energy Intelligence

The Great Refill: utilities are back in the uranium market
The Great Refill: utilities are back in the uranium market
long-term uranium contracting sharply up as utilities hedge against future supply shocks; eg Cameco Corporation reports approx 119 million pounds of uranium were placed under long‑term contracts...

Latest News

US adds copper, silver, uranium to 2025 critical minerals list
International Copper Study Group warns of 150,000t deficit in 2026
US and Australia sign $8.5 billion rare earths deal
US weighs price floors for critical minerals to counter China
US to build $1 billion critical mineral stockpile as supply risk deepens
China tightens rare earth export controls

Insights

Gallium’s 2025 Breakout: The Small Metal Behind Big Power Plays (Guest Post by Louis O Connor)
Gallium’s 2025 Breakout: The Small Metal Behind Big Power Plays (Guest Post by Louis O Connor)
The accidental miner (Guest Post by Kerry Knoll)
The accidental miner (Guest Post by Kerry Knoll)
The mine that never stops producing: how tokenization can turn commodities into perpetual assets (Guest Post by Henry McPhie, Streamex CEO)
The mine that never stops producing: how tokenization can turn commodities into perpetual assets (Guest Post by Henry McPhie, Streamex CEO)
Gold price over $4000 — what does it mean for gold miners?
Gold price over $4000 — what does it mean for gold miners?
Crypto vs Metals: is a great rotation from crypto to mining underway?
Crypto vs Metals: is a great rotation from crypto to mining underway?
US and Australia sign $8.5 billion rare earths deal
US and Australia sign $8.5 billion rare earths deal
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
How Central Bank gold demand is reshaping the global bullion market
How Central Bank gold demand is reshaping the global bullion market

Latest Boom, Bust and BS Podcast

Greed, Guts and Glory

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
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap

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

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Nov 07, 2025
US adds copper, silver, uranium to 2025 critical minerals list
Nov 04, 2025
The Great Refill: utilities are back in the uranium market
Nov 03, 2025
Gallium’s 2025 Breakout: The Small Metal Behind Big Power Plays (Guest Post by Louis O Connor)

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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.