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Investment Insights. Stay Ahead.

By Anthony Milewski

Investment Insights
Where will new uranium supply come from?
uranium demand set to increase 200% by 2040 uranium prices already at 15-year highs on tight supply ore grade and mining bans across globe limiting new supply Canada's Athabasca Basin contains world’s largest, high-grade uranium deposits Demand for uranium is...
Investment Insights
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
Uncategorized
Biden’s Electric-Vehicle Push Hits a Speed Bump
Biden’s Electric-Vehicle Push Hits a Speed Bump
In a new Wall Street Journal report, Anthony Milewski, founder of The Oregon Group warns mining projects are being delayed after a plunge in electric battery metal prices. "The situation is a bit dangerous because the mines aren't going to...
Hydrogen
Lessons on hydrogen energy’s ambition vs reality from South Korea
Lessons on hydrogen energy’s ambition vs reality from South Korea
$320 billion of global hydrogen investments announced up to 2030 South Korea hydrogen roadmap targeted 6.2million fuel cell electric vehicles by 2040, but South Korea had only 29,733 FCEVs by 2022 use in heavy industry and ammonia seeing traction in South...
Cobalt
Military rearmament is just getting started — without enough critical minerals
Military rearmament is just getting started — without enough critical minerals
Russia's 11 million shells fired against Ukraine in 2022 contain same amount of copper as 10% of UK's total wind turbine capacity US Department of Defense used 750,000 tons of minerals in 2017, when it faced no major military conflict...
Copper
Renewable Energy vs Interest Rates
Renewable Energy vs Interest Rates
US$280billion pulled from clean energy stocks since 2022 renewable energy firms sounding alarm over rising costs expect a significant industry shake up, with new risks and opportunities More than US$280billion has been pulled from clean energy stocks since an all...
Investment Insights
Platinum’s supply and demand crisis has started
Platinum’s supply and demand crisis has started
record 1 million ounces platinum deficit expected in 2023 two largest global producers of platinum, Russia and South Africa, have long term structural problems platinum demand for hydrogen energy expected to increase significantly Platinum is expected to reach a record...
Investment Insights
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
lithium demand predicted to increase fivefold by 2030 Argentina, Bolivia and Chile account for 56% of the global lithium reserves Chile is second-largest producer of mined lithium, Argentina’s production forecast to rise x9 to 57,000 tons, making it third-largest global...
Uncategorized
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
https://youtu.be/CVwK80-ViD4?si=KcCI08FnFmFQXtJs For our 28th episode of CrashLabs, it made sense to sit down in Beaver Creek with the CEO of Nickel 28 Capital, Anthony Milewski. Milewski has spent his entire career in the capital markets, including as company CEO, board...
Investment Insights
Manganese: the forgotten metal set to electrify markets
Manganese: the forgotten metal set to electrify markets
manganese sulphate demand expected to increase x29 by 2050 98% of high-purity manganese sulphate production in China 60% of electric batteries included manganese in 2022 Manganese sulphate demand is forecast to increase x9 by 2030 and x29 times by 2050...
Agriculture
The critical mineral wars are coming
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more than 50% dependent on foreign sources for additional 31 growing geopolitical tensions and realignment has...
Investment Insights
Can Artificial Intelligence save the insurance industry from wildfires?
Can Artificial Intelligence save the insurance industry from wildfires?
insurance payouts for wildfire losses in US increased x40 in 2011-2018, compared to previous 30 years AI uses a vast network live video feeds, drones, sensors and satellites to detect, and possibly predict, fires insurtechs have seen investment increase from...
Copper
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
copper listed as critical mineral in EU, China, India, Canada, South Australia, US global copper demand forecast to double by 2035 copper stockpiles already dangerously low and supply tightening Copper is now listed as a critical mineral in the EU, China,...
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 Rss

Stay Ahead

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

By Anthony Milewski

Investment Insights
Where will new uranium supply come from?
Where will new uranium supply come from?
uranium demand set to increase 200% by 2040 uranium prices already at 15-year highs on tight supply ore grade and mining bans across globe limiting new supply Canada's Athabasca Basin contains world’s largest, high-grade uranium deposits Demand for uranium is...
Investment Insights
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
Uncategorized
Biden’s Electric-Vehicle Push Hits a Speed Bump
Biden’s Electric-Vehicle Push Hits a Speed Bump
In a new Wall Street Journal report, Anthony Milewski, founder of The Oregon Group warns mining projects are being delayed after a plunge in electric battery metal prices. "The situation is a bit dangerous because the mines aren't going to...
Hydrogen
Lessons on hydrogen energy’s ambition vs reality from South Korea
Lessons on hydrogen energy’s ambition vs reality from South Korea
$320 billion of global hydrogen investments announced up to 2030 South Korea hydrogen roadmap targeted 6.2million fuel cell electric vehicles by 2040, but South Korea had only 29,733 FCEVs by 2022 use in heavy industry and ammonia seeing traction in South...
Cobalt
Military rearmament is just getting started — without enough critical minerals
Military rearmament is just getting started — without enough critical minerals
Russia's 11 million shells fired against Ukraine in 2022 contain same amount of copper as 10% of UK's total wind turbine capacity US Department of Defense used 750,000 tons of minerals in 2017, when it faced no major military conflict...
Copper
Renewable Energy vs Interest Rates
Renewable Energy vs Interest Rates
US$280billion pulled from clean energy stocks since 2022 renewable energy firms sounding alarm over rising costs expect a significant industry shake up, with new risks and opportunities More than US$280billion has been pulled from clean energy stocks since an all...
Investment Insights
Platinum’s supply and demand crisis has started
Platinum’s supply and demand crisis has started
record 1 million ounces platinum deficit expected in 2023 two largest global producers of platinum, Russia and South Africa, have long term structural problems platinum demand for hydrogen energy expected to increase significantly Platinum is expected to reach a record...
Investment Insights
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
lithium demand predicted to increase fivefold by 2030 Argentina, Bolivia and Chile account for 56% of the global lithium reserves Chile is second-largest producer of mined lithium, Argentina’s production forecast to rise x9 to 57,000 tons, making it third-largest global...
Uncategorized
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
https://youtu.be/CVwK80-ViD4?si=KcCI08FnFmFQXtJs For our 28th episode of CrashLabs, it made sense to sit down in Beaver Creek with the CEO of Nickel 28 Capital, Anthony Milewski. Milewski has spent his entire career in the capital markets, including as company CEO, board...
Investment Insights
Manganese: the forgotten metal set to electrify markets
Manganese: the forgotten metal set to electrify markets
manganese sulphate demand expected to increase x29 by 2050 98% of high-purity manganese sulphate production in China 60% of electric batteries included manganese in 2022 Manganese sulphate demand is forecast to increase x9 by 2030 and x29 times by 2050...
Agriculture
The critical mineral wars are coming
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more than 50% dependent on foreign sources for additional 31 growing geopolitical tensions and realignment has...
Investment Insights
Can Artificial Intelligence save the insurance industry from wildfires?
Can Artificial Intelligence save the insurance industry from wildfires?
insurance payouts for wildfire losses in US increased x40 in 2011-2018, compared to previous 30 years AI uses a vast network live video feeds, drones, sensors and satellites to detect, and possibly predict, fires insurtechs have seen investment increase from...
Copper
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
copper listed as critical mineral in EU, China, India, Canada, South Australia, US global copper demand forecast to double by 2035 copper stockpiles already dangerously low and supply tightening Copper is now listed as a critical mineral in the EU, China,...
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 Rss

Stay Ahead

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

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Dec 06, 2023
Where will new uranium supply come from?
Dec 06, 2023
Sales of electric vehicles set to hit record 14 million in 2023, up 36% from 2022
Dec 04, 2023
22 countries to triple nuclear energy capacity by 2050

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Welcome to The Oregon Group, an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

Anthony, Justin and their team, are now sharing their boardroom expertise, institutional experience and analysis from our global network, to help you profit and hedge your investment exposure during this time of unmissable opportunity.

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