the oregon group logo
Search
Contact
About
Twitter Linkedin Youtube Rss

Investment Insights. Stay Ahead.

By Anthony Milewski

Investment News
Innovation alone won’t fix the energy transition
Transforming the energy system requires changing how companies plan, procure, and execute. For years, the energy transition has been framed as a race to innovate. Better batteries. Cheaper solar. Smarter software. Faster deployment. That framing made sense at the beginning....
Investment News
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
For much of the past three decades, businesses operated under a powerful assumption: Commodities would remain abundant, affordable and globally accessible. If prices rose, they would fall again. If supply tightened, markets would respond. Strategy focused on efficiency, not resilience....
Investment News
Why Founders Can’t Ignore Commodity Tokenization Anymore
Why Founders Can’t Ignore Commodity Tokenization Anymore
Commodity tokenization lets founders manage real-world asset risks — like energy, metals and fuel — by turning them into flexible, digitally tracked economic interests. Key Takeaways Commodity tokenization modernizes ownership and financing without changing the underlying physical assets. Founders who...
Energy Transition
Just-in-time procurement and the clean energy transition
Just-in-time procurement and the clean energy transition
Why and how business must shift tactics — by Anthony Milewsiki in FastCompany For decades, just-in-time procurement was treated as a triumph of modern business. Inventory was minimized, capital was freed up, and global supply chains were optimized for speed and...
Investment News
Why Commodity Scarcity Is Becoming the Biggest Bottleneck for Clean-Tech Entrepreneurs
Anthony Milewski, The Oregon Group founder, writes for The Entrepreneur Clean-tech startups are hitting a scaling wall because material supply, not technology or capital, is now the real constraint. Key Takeaways The energy transition is industrial, not digital, and moves...
Investment Insights
Can nickel prices hit $25,000 in 2026?
Can nickel prices hit $25,000 in 2026?
nickel price rally: nickel prices jumped to $16,500–$18,500per ton range in early January 2026 – hitting their highest levels in over two years Indonesia reins in output – begins pivot from maximizing supply to maximizing value: Indonesia, which now produces...
In the Press
Tokenized Assets: The Next Frontier For Corporate Treasuries
Tokenized Assets: The Next Frontier For Corporate Treasuries
Over the past several years, tokenization has transformed from a niche technological experiment into a major development in global finance. While much of the conversation has centered on retail investors, fractional ownership and new markets for hard assets like gold, I believe...
Gold and Silver
Can silver hit $150 in 2026
Can silver hit $150 in 2026
A record rally fueled by supply squeeze and safe-haven demand silver’s record surge: the price of silver more than doubled in 2025, rallying 120% supply deficit: silver demand reached 1.17 billion ounces in 2024, outpacing mine supply by a staggering...
In the Press
How tokenization could transform investments and industries
How tokenization could transform investments and industries
The last decade brought crypto, which fundamentally changed how we think about money and settlement. Now, the next great shift—tokenization—is upon us. Digital wallets, which are already routine for many of us, are paving the way. Bank of America recently reported that...
Gold and Silver
Calling Canada’s next gold company take-outs
Calling Canada’s next gold company take-outs
“Blue Horseshoe likes AMEX” This bull run has us thinking.  It’s time for mid tier and big tier to gold companies to start buying stuff!!!!  Heck any day exploration companies are going to start ripping off bought deals.  With that...
Crypto
How Tokenization Is Changing Commodity Valuation Models
How Tokenization Is Changing Commodity Valuation Models
Tokenization is reshaping conversations about access, liquidity and transparency in the commodity markets. In a previous article, I explored why this shift matters strategically, who should participate and how. But I think what has received less attention is its impact on...
In the Press
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Every era of finance is marked by a breakthrough that rewrites the rules. Index funds, introduced in the 1970s, gained traction in the 1980s by giving individual investors low-cost access to markets. The 1990s and 2000s saw the rise of...
Crypto
Tokenization of commodities is the next frontier in finance
Tokenization of commodities is the next frontier in finance
Tokenization—turning assets like gold, oil, and uranium streams into digital tokens that can be traded, fractioned, and settled in real time— is unlocking liquidity and access for investors. Every few decades, finance reinvents itself. The 1980s gave us index funds....
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]

By Anthony Milewski

Investment News
Innovation alone won’t fix the energy transition
Innovation alone won’t fix the energy transition
Transforming the energy system requires changing how companies plan, procure, and execute. For years, the energy transition has been framed as a race to innovate. Better batteries. Cheaper solar. Smarter software. Faster deployment. That framing made sense at the beginning....
Investment News
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
For much of the past three decades, businesses operated under a powerful assumption: Commodities would remain abundant, affordable and globally accessible. If prices rose, they would fall again. If supply tightened, markets would respond. Strategy focused on efficiency, not resilience....
Investment News
Why Founders Can’t Ignore Commodity Tokenization Anymore
Why Founders Can’t Ignore Commodity Tokenization Anymore
Commodity tokenization lets founders manage real-world asset risks — like energy, metals and fuel — by turning them into flexible, digitally tracked economic interests. Key Takeaways Commodity tokenization modernizes ownership and financing without changing the underlying physical assets. Founders who...
Energy Transition
Just-in-time procurement and the clean energy transition
Just-in-time procurement and the clean energy transition
Why and how business must shift tactics — by Anthony Milewsiki in FastCompany For decades, just-in-time procurement was treated as a triumph of modern business. Inventory was minimized, capital was freed up, and global supply chains were optimized for speed and...
Investment News
Why Commodity Scarcity Is Becoming the Biggest Bottleneck for Clean-Tech Entrepreneurs
Anthony Milewski, The Oregon Group founder, writes for The Entrepreneur Clean-tech startups are hitting a scaling wall because material supply, not technology or capital, is now the real constraint. Key Takeaways The energy transition is industrial, not digital, and moves...
Investment Insights
Can nickel prices hit $25,000 in 2026?
Can nickel prices hit $25,000 in 2026?
nickel price rally: nickel prices jumped to $16,500–$18,500per ton range in early January 2026 – hitting their highest levels in over two years Indonesia reins in output – begins pivot from maximizing supply to maximizing value: Indonesia, which now produces...
In the Press
Tokenized Assets: The Next Frontier For Corporate Treasuries
Tokenized Assets: The Next Frontier For Corporate Treasuries
Over the past several years, tokenization has transformed from a niche technological experiment into a major development in global finance. While much of the conversation has centered on retail investors, fractional ownership and new markets for hard assets like gold, I believe...
Gold and Silver
Can silver hit $150 in 2026
Can silver hit $150 in 2026
A record rally fueled by supply squeeze and safe-haven demand silver’s record surge: the price of silver more than doubled in 2025, rallying 120% supply deficit: silver demand reached 1.17 billion ounces in 2024, outpacing mine supply by a staggering...
In the Press
How tokenization could transform investments and industries
How tokenization could transform investments and industries
The last decade brought crypto, which fundamentally changed how we think about money and settlement. Now, the next great shift—tokenization—is upon us. Digital wallets, which are already routine for many of us, are paving the way. Bank of America recently reported that...
Gold and Silver
Calling Canada’s next gold company take-outs
Calling Canada’s next gold company take-outs
“Blue Horseshoe likes AMEX” This bull run has us thinking.  It’s time for mid tier and big tier to gold companies to start buying stuff!!!!  Heck any day exploration companies are going to start ripping off bought deals.  With that...
Crypto
How Tokenization Is Changing Commodity Valuation Models
How Tokenization Is Changing Commodity Valuation Models
Tokenization is reshaping conversations about access, liquidity and transparency in the commodity markets. In a previous article, I explored why this shift matters strategically, who should participate and how. But I think what has received less attention is its impact on...
In the Press
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Every era of finance is marked by a breakthrough that rewrites the rules. Index funds, introduced in the 1970s, gained traction in the 1980s by giving individual investors low-cost access to markets. The 1990s and 2000s saw the rise of...
Crypto
Tokenization of commodities is the next frontier in finance
Tokenization of commodities is the next frontier in finance
Tokenization—turning assets like gold, oil, and uranium streams into digital tokens that can be traded, fractioned, and settled in real time— is unlocking liquidity and access for investors. Every few decades, finance reinvents itself. The 1980s gave us index funds....
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]
Mar 05, 2026
PDAC 2026: I was in the room. I was at the dinner. Save this.
Mar 03, 2026
Data centres are looking upstream for Canada’s uranium
Mar 02, 2026
Innovation alone won’t fix the energy transition

SUBSCRIBE FOR INVESTMENT INSIGHTS

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.