the oregon group logo
Search
Contact
About
Twitter Linkedin Youtube Rss

Investment Insights. Stay Ahead.

By Anthony Milewski

Investment Insights
Oil is back, which is good news for the energy transition
The world’s most valuable company is no longer Apple, but the oil giant Saudi Aramco. Tech stocks are down and the price of oil is up, well over US$100/barrel. There are bigger problems than the war in Ukraine that will keep...
Cobalt
Cobalt headed lower over summer, but higher in long term
Cobalt headed lower over summer, but higher in long term
The price of cobalt has been close to record highs not seen since the surge of 300% in 2018. A fall is coming but, this time, the fundamentals mean the price could spring back and stay higher, for longer.
Carbon Credits
Voluntary Carbon Markets take on Crypto
Voluntary Carbon Markets take on Crypto
Tokenizing carbon credits — turning them into blockchain units — is taking off, but it is going to be a bumpy road while the details are worked out. Where should investors position themselves?
Uncategorized
Do You Understand the Country Risk?
Do You Understand the Country Risk?
BIO: Anthony Milewski is an investing veteran and Chairman of Nickel 28 – a battery metals-focused investment company focusing on metal streaming and royalty agreements. STORY: Anthony and a friend partnered to drill oil in Indonesia. They pooled $10 million and hit...
Geopolitics
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...
Carbon Credits
The carbon credit supply crunch
The carbon credit supply crunch
Carbon credit demand has tripled in the last three years — and is not slowing down. In fact, our research suggests that the voluntary carbon credit sector is headed for a major supply/demand imbalance that most investors have yet to wake...
Cobalt
Can the West compete with China’s metal might?
Can the West compete with China’s metal might?
Last year, I wrote an op-ed for The Northern Miner – one of the world’s oldest and most respected mining trade publications – that discussed the geopolitical tensions present in the mining industry. This was obviously pre-Ukraine War, but I...
Investment Insights
Understanding Nickel Prices; What Comes Next
Understanding Nickel Prices; What Comes Next
Last year, China turned the nickel market on its head after the world’s biggest stainless-steel producer, Tsingshan Holding Group, agreed to supply about 100,000 tonnes of matte (containing approximately 65-75% Ni) to Huayou Cobalt and battery materials maker CNGR Advanced...
Carbon Credits
Are all American businesses ready for this new carbon credit law?
Are all American businesses ready for this new carbon credit law?
Imagine that every public company in the United States must publicly report its impact on climate change, and then imagine the effect that would have on how quickly they plan to meet their net-zero targets.
In the Press
Understanding the Carbon Markets
Understanding the Carbon Markets
Anthony Milewski, an early investor familiar with carbon markets, speaks with Dear Retail about the Voluntary Carbon Markets. He explains what a carbon credit is, the difference between regulated and and voluntary carbon markets, how carbon credits are minted, and...
In the Press
Anthony Milewski and Martin Vydra of Nickel 28’s shareholders’ price leverage on Nickel and Cobalt
Anthony Milewski and Martin Vydra of Nickel 28’s shareholders’ price leverage on Nickel and Cobalt
In a recent InvestorIntel interview, Tracy Weslosky spoke with Anthony Milewski, Chairman of Nickel 28 and The Oregon Group, and Martin Vydra, Head of Strategy, at Nickel 28 Capital Corp. (TSXV: NKL) about the rising market interest in nickel and...
In the Press
Nickel 28’s Anthony Milewski discusses the Impact of Demand & Price Surges for Battery Grade Nickel
Nickel 28’s Anthony Milewski discusses the Impact of Demand & Price Surges for Battery Grade Nickel
In this episode of the Critical Materials Corner, Tracy Weslosky is joined by Critical Materials’ industry expert and InvestorIntel Editor-in-Chief, Jack Lifton, Anthony Milewski, Chairman, and Martin Vydra, Head of Strategy, at Nickel 28 Capital Corp. (TSXV: NKL) to discuss...
In the Press
What the heck is the Carbon Market?
What the heck is the Carbon Market?
If you are looking for an introduction into the Carbon Markets this is a great interview to watch with great discussion on Carbon Credits, why the Carbon Markets exists and what may or may not sustain it. Anthony Milewski has...
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 Insights
Oil is back, which is good news for the energy transition
Oil is back, which is good news for the energy transition
The world’s most valuable company is no longer Apple, but the oil giant Saudi Aramco. Tech stocks are down and the price of oil is up, well over US$100/barrel. There are bigger problems than the war in Ukraine that will keep...
Cobalt
Cobalt headed lower over summer, but higher in long term
Cobalt headed lower over summer, but higher in long term
The price of cobalt has been close to record highs not seen since the surge of 300% in 2018. A fall is coming but, this time, the fundamentals mean the price could spring back and stay higher, for longer.
Carbon Credits
Voluntary Carbon Markets take on Crypto
Voluntary Carbon Markets take on Crypto
Tokenizing carbon credits — turning them into blockchain units — is taking off, but it is going to be a bumpy road while the details are worked out. Where should investors position themselves?
Uncategorized
Do You Understand the Country Risk?
Do You Understand the Country Risk?
BIO: Anthony Milewski is an investing veteran and Chairman of Nickel 28 – a battery metals-focused investment company focusing on metal streaming and royalty agreements. STORY: Anthony and a friend partnered to drill oil in Indonesia. They pooled $10 million and hit...
Geopolitics
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...
Carbon Credits
The carbon credit supply crunch
The carbon credit supply crunch
Carbon credit demand has tripled in the last three years — and is not slowing down. In fact, our research suggests that the voluntary carbon credit sector is headed for a major supply/demand imbalance that most investors have yet to wake...
Cobalt
Can the West compete with China’s metal might?
Can the West compete with China’s metal might?
Last year, I wrote an op-ed for The Northern Miner – one of the world’s oldest and most respected mining trade publications – that discussed the geopolitical tensions present in the mining industry. This was obviously pre-Ukraine War, but I...
Investment Insights
Understanding Nickel Prices; What Comes Next
Understanding Nickel Prices; What Comes Next
Last year, China turned the nickel market on its head after the world’s biggest stainless-steel producer, Tsingshan Holding Group, agreed to supply about 100,000 tonnes of matte (containing approximately 65-75% Ni) to Huayou Cobalt and battery materials maker CNGR Advanced...
Carbon Credits
Are all American businesses ready for this new carbon credit law?
Are all American businesses ready for this new carbon credit law?
Imagine that every public company in the United States must publicly report its impact on climate change, and then imagine the effect that would have on how quickly they plan to meet their net-zero targets.
In the Press
Understanding the Carbon Markets
Understanding the Carbon Markets
Anthony Milewski, an early investor familiar with carbon markets, speaks with Dear Retail about the Voluntary Carbon Markets. He explains what a carbon credit is, the difference between regulated and and voluntary carbon markets, how carbon credits are minted, and...
In the Press
Anthony Milewski and Martin Vydra of Nickel 28’s shareholders’ price leverage on Nickel and Cobalt
Anthony Milewski and Martin Vydra of Nickel 28’s shareholders’ price leverage on Nickel and Cobalt
In a recent InvestorIntel interview, Tracy Weslosky spoke with Anthony Milewski, Chairman of Nickel 28 and The Oregon Group, and Martin Vydra, Head of Strategy, at Nickel 28 Capital Corp. (TSXV: NKL) about the rising market interest in nickel and...
In the Press
Nickel 28’s Anthony Milewski discusses the Impact of Demand & Price Surges for Battery Grade Nickel
Nickel 28’s Anthony Milewski discusses the Impact of Demand & Price Surges for Battery Grade Nickel
In this episode of the Critical Materials Corner, Tracy Weslosky is joined by Critical Materials’ industry expert and InvestorIntel Editor-in-Chief, Jack Lifton, Anthony Milewski, Chairman, and Martin Vydra, Head of Strategy, at Nickel 28 Capital Corp. (TSXV: NKL) to discuss...
In the Press
What the heck is the Carbon Market?
What the heck is the Carbon Market?
If you are looking for an introduction into the Carbon Markets this is a great interview to watch with great discussion on Carbon Credits, why the Carbon Markets exists and what may or may not sustain it. Anthony Milewski has...
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"]
May 26, 2026
From uranium to metals: Tokenized Commodities are having a moment (Guest post by Ben Elvidge)
May 25, 2026
Mining opportunities in Argentina
May 22, 2026
Deep sea mining and the critical mineral imperative (Guest Post by Amanda van Dyke) 

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.