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Critical Minerals and Energy Intelligence

West faces $500 billion critical minerals financing test — report
West faces $500 billion critical minerals financing test — report
Chinese state and state-directed institutions committed about US$98 billion to overseas mineral projects between 2000-2023 IEA estimates mining will require about US$500 billion of new capital investment through 2040 under current policy settings Western public-finance commitments more than quadrupled from 2023-2025, reaching US$65 billion, but...

Latest Insights

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
China’s rare-earth restrictions push Japan to mine the Pacific seabed
China’s rare-earth restrictions push Japan to mine the Pacific seabed
China’s helium ban strengthens US grip on global supply
China’s helium ban strengthens US grip on global supply
China’s copper premium jumps fivefold as inventories collapse
China’s copper premium jumps fivefold as inventories collapse
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
Congo approves rail deal after US$753 million Lobito Corridor financing
Congo approves rail deal after US$753 million Lobito Corridor financing
Copper output at Chile’s top producers falls 18% in May
Copper output at Chile’s top producers falls 18% in May
Australia – India agree uranium export deal
Australia – India agree uranium export deal

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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

copper is the new oil anthony milewski - The Oregon Group

Copper is the new oil

We’re not ready for the rising needs and the infrastructure takes years to build, says Anthony Milewski for Fast Company For most of the past

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July 27, 2026
Jul 30, 2026
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
Jul 28, 2026
West faces $500 billion critical minerals financing test — report
Jul 28, 2026
Why Geopolitics Has Overtaken Supply And Demand In Commodity Markets

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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.