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Investment Insights. Stay Ahead.

By Anthony Milewski

Antimony
Disinformation war erupts in global mining
mining under siege: coordinated disinformation campaigns now target mines worldwide; nearly 40% of monitored mines faced disruptive attacks, derailing operations and stock prices  geopolitical game-changer: hybrid tactics – from Wagner-backed propaganda in Africa to troll farms in Eastern Europe –...
Crypto
How tokenization could reshape commodity supply chains
How tokenization could reshape commodity supply chains
For decades, global commodity supply chains have operated in a largely analog way. Metals are extracted from the ground, sold through layers of intermediaries, shipped across continents, and ultimately delivered to manufacturers. Those manufacturers often have limited visibility into where...
Helium
Helium crisis puts US in control of semiconductor supply chain
Helium crisis puts US in control of semiconductor supply chain
the US is the world's largest helium producer attacked Qatari facilities accounted for roughly one-third of global helium supply, producing approx 63 million cubic meters in 2025 out of roughly 190 million globally helium spot prices estimated to have increased...
Investment News
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Founders who bridge physical and digital economies may build the next generation of unicorns — by Anthony Milewski for The Entrepreneur Key Takeaways Commodity supply gaps are creating overlooked, high-growth opportunities beyond traditional software startups. Electrification and AI infrastructure are driving...
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...
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.

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By Anthony Milewski

Antimony
Disinformation war erupts in global mining
Disinformation war erupts in global mining
mining under siege: coordinated disinformation campaigns now target mines worldwide; nearly 40% of monitored mines faced disruptive attacks, derailing operations and stock prices  geopolitical game-changer: hybrid tactics – from Wagner-backed propaganda in Africa to troll farms in Eastern Europe –...
Crypto
How tokenization could reshape commodity supply chains
How tokenization could reshape commodity supply chains
For decades, global commodity supply chains have operated in a largely analog way. Metals are extracted from the ground, sold through layers of intermediaries, shipped across continents, and ultimately delivered to manufacturers. Those manufacturers often have limited visibility into where...
Helium
Helium crisis puts US in control of semiconductor supply chain
Helium crisis puts US in control of semiconductor supply chain
the US is the world's largest helium producer attacked Qatari facilities accounted for roughly one-third of global helium supply, producing approx 63 million cubic meters in 2025 out of roughly 190 million globally helium spot prices estimated to have increased...
Investment News
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Founders who bridge physical and digital economies may build the next generation of unicorns — by Anthony Milewski for The Entrepreneur Key Takeaways Commodity supply gaps are creating overlooked, high-growth opportunities beyond traditional software startups. Electrification and AI infrastructure are driving...
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...
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"]
Apr 21, 2026
Why the Strait of Hormuz crisis could drive copper price higher
Apr 16, 2026
Disinformation war erupts in global mining
Apr 15, 2026
Russia imposes helium export controls amid global shortage

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Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

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