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Critical Minerals and Energy Intelligence

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)
Mitchell Smith is a seasoned finance professional with over 15 years of entrepreneurship, executive leadership, and capital markets experience. In addition to his command in...

Latest News

IEA warns of more oil price volatility as inventories plunge at record pace
Flooding disrupts Cameco uranium supply in Saskatchewan
Freeport pushes Grasberg mine restart to 2028 as copper market tightens
Sherritt exit exposes fragile nickel supply chain as Cuba loses key operator
Why the Next Big Tech Companies Will Look Like Commodity Traders
NOAA ruling opens door to new era of deep-sea mining

Insights

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
Iran War shocks mining industry (and, is deep-sea mining the answer?)
Iran War shocks mining industry (and, is deep-sea mining the answer?)
Nuclear dominance by 2033: can America rebuild its uranium supply in 7 years?
Nuclear dominance by 2033: can America rebuild its uranium supply in 7 years?
Canada’s uranium exports go global
Canada’s uranium exports go global
Why tungsten prices are rising so fast: inside the supply crunch
Why tungsten prices are rising so fast: inside the supply crunch
Why the Strait of Hormuz crisis could drive copper price higher
Why the Strait of Hormuz crisis could drive copper price higher
Disinformation war erupts in global mining
Disinformation war erupts in global mining
Oregen Energy and Namibia’s Orange Basin
Oregen Energy and Namibia’s Orange Basin

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.
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

May 14, 2026
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)
May 13, 2026
IEA warns of more oil price volatility as inventories plunge at record pace
May 13, 2026
Lion Rock Resources: first drill program reshapes the Volney story

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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.