the oregon group logo
Search
Contact
About
In the Press
Podcast
Twitter Linkedin Youtube Rss
Subscribe

Critical Minerals and Energy Intelligence

The missile race is becoming a race for critical minerals
The missile race is becoming a race for critical minerals
Sixteen days of the Iran war left coalition forces needing an estimated 4,000kg of tungsten just to replacing the expended gun ammunition — but US mines produced none of the metal in 2025 and, instead, China accounted for 79% of global tungsten mine production. And...

Latest Insights

Glencore’s cobalt output falls 52% in nine months under Congo quotas
Glencore’s cobalt output falls 52% in nine months under Congo quotas
Rio Tinto’s biggest copper mine, Oyu Tolgoi, halts underground mining after seismic event
Rio Tinto’s biggest copper mine, Oyu Tolgoi, halts underground mining after seismic event
World Bank sees metals prices up 25% in 2026 as copper, aluminium and tin hit records
World Bank sees metals prices up 25% in 2026 as copper, aluminium and tin hit records
World will need US$360 billion of new copper mines by 2050
World will need US$360 billion of new copper mines by 2050
UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028
UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028
Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low
Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low
US adds helium to critical materials list
US adds helium to critical materials list
134 new lithium mines needed by 2050 as EVs drive demand
134 new lithium mines needed by 2050 as EVs drive demand
Trump’s critical mineral playbook comes to oil as US braces for long Iran war
Trump’s critical mineral playbook comes to oil as US braces for long Iran war
Fusion start-up turns mercury into gold, but can’t say what it costs
Fusion start-up turns mercury into gold, but can’t say what it costs
Global sulphur exports fall 33% in six months as Iran war strands Gulf cargoes
Global sulphur exports fall 33% in six months as Iran war strands Gulf cargoes
BHP copper output falls 19% in September quarter, Anglo American falls 5%
BHP copper output falls 19% in September quarter, Anglo American falls 5%

Listen to our latest Podcast

Subscribe to our newsletter

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.
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

Oct 30, 2026
Glencore’s cobalt output falls 52% in nine months under Congo quotas
Oct 30, 2026
Rio Tinto’s biggest copper mine, Oyu Tolgoi, halts underground mining after seismic event
Oct 29, 2026
World Bank sees metals prices up 25% in 2026 as copper, aluminium and tin hit records

GET FREE INVESTMENT INSIGHTS

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