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Critical Minerals and Energy Intelligence

Record oil drawdowns are masking mining’s fuel shock
Record oil drawdowns are masking mining’s fuel shock
global observed oil inventories fell by 129 million barrels in March and another 117 million barrels in April, according to the IEA IEA member countries...

Latest News

US data center spending hits $50 billion as AI buildout squeezes metal markets
Aluminium inventories fall below five days of global supply
Why Corporate Treasuries May Start Holding Critical Minerals
Rare earth elements are constraining tech companies
IEA warns of more oil price volatility as inventories plunge at record pace
Flooding disrupts Cameco uranium supply in Saskatchewan

Insights

America’s Mineral Awakening: onshoring supply chains, rebuilding industry, and the race for mineral independence (Guest Post by Brian Paes-Braga)
America’s Mineral Awakening: onshoring supply chains, rebuilding industry, and the race for mineral independence (Guest Post by Brian Paes-Braga)
From uranium to metals: Tokenized Commodities are having a moment (Guest post by Ben Elvidge)
From uranium to metals: Tokenized Commodities are having a moment (Guest post by Ben Elvidge)
Mining opportunities in Argentina
Mining opportunities in Argentina
Deep sea mining and the critical mineral imperative (Guest Post by Amanda van Dyke) 
Deep sea mining and the critical mineral imperative (Guest Post by Amanda van Dyke) 
Generation Mining: Canada’s undiscovered copper story
Generation Mining: Canada’s undiscovered copper story
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Fluorspar’s strategic moment: why AE Fuels may be emerging as one of North America’s most important critical minerals stories (Guest Post by Mitchell Smith)
Fluorspar’s strategic moment: why AE Fuels may be emerging as one of North America’s most important critical minerals stories (Guest Post by Mitchell Smith)
Lion Rock Resources: first drill program reshapes the Volney story
Lion Rock Resources: first drill program reshapes the Volney story
Indonesia’s nickel dilemma is the West’s opportunity
Indonesia’s nickel dilemma is the West’s opportunity

Latest Boom, Bust and BS Podcast

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.
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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.
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Commodity infographics

Latest Investment Insights

Jun 02, 2026
US data center spending hits $50 billion as AI buildout squeezes metal markets
Jun 01, 2026
Aluminium inventories fall below five days of global supply
May 29, 2026
Record oil drawdowns are masking mining’s fuel shock

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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.