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Investment Insights. Stay Ahead.

By Anthony Milewski

Investment Insights
The end of net-zero targets
At start of a new year, we normally take a step back from our weekly focus on the granular details of specific metals, individual policies, etc, and take a macro view, examining the bigger picture and underlying trends. At the...
In the Press
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
The world’s renewable energy, military, and tech industries rely on lesser-known metals such as antimony, gallium, and germanium to help their missiles fly and computers operate. Due to decades of little to no investment by the West, these critical minerals...
In the Press
Why mining CEOs must build and maintain a strong online brand
Why mining CEOs must build and maintain a strong online brand
Mining is a 19th century business. You take one rock and crack it against the next to find gold or copper. Stakeholders, investors, governments, and the like all live in a modern world built around social media, influencers, podcasts, and...
Cobalt
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
Investment News
Australia invests $25 million in international critical minerals partnerships
Australia invests $25 million in international critical minerals partnerships
The Australian Government has announced a significant investment of AUS$40million, or US$25million, in grants across 8 projects to strengthen international partnerships in its domestic critical minerals sector. The critical minerals impacted include: vanadium, graphite, fluorite, rare earths, cobalt, and nickel....
Greed, Guts and Glory
Please God just give us one more bull market, I promise not to blow it this time
Please God just give us one more bull market, I promise not to blow it this time
Crypto surge signals mining's new bull run. Recently I was in Dubai for a series of meetings and a resources conference. One evening I found myself on the Ritz’s roof top bar sipping an ice cold Diet Coke and eating...
In the Press
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
https://www.youtube.com/watch?v=Z0ArH-nsewk PG speaks with Anthony Milewski of The Oregon Group, about his latest macro outlook, metals and mining, and how the political changes can impact them.
Crypto
Crypto: the great experiment with a digital commodity
Crypto: the great experiment with a digital commodity
Bitcoin's market capitalization hit a staggering US$1.776 trillion as of November 15, 2024, surpassing the value of oil giant Saudi Aramco and silver. Many commodities would beg for such valuations — but, what if crypto was a commodity, a commodity from...
Greed, Guts and Glory
Never fall in love. Never forget to sell. ABS is the key to making money.
Never fall in love. Never forget to sell. ABS is the key to making money.
As I round out my thoughts on many of the strategies and characteristics I use when reviewing a potential investment in the junior space, I want to reiterate a few important points covered in our recent newsletters:   Junior mining...
In the Press
Anthony Milewski on Commodities, Sustainability, and Investing Intuition
Anthony Milewski on Commodities, Sustainability, and Investing Intuition
https://www.youtube.com/watch?v=quVljqretCk&t=1s Welcome to another episode of the Super Entrepreneurs Podcast, where we dive into the world of commodities, sustainable investing, and the future of clean energy. In this episode, our host Shahid Durrani sits down with Anthony Milewski, a seasoned...
Commodities
Volatility hits critical Zinc supply
Volatility hits critical Zinc supply
An anticipated supply surplus of 56,000 metric tons of zinc in 2024 is now expected to be a 164,000 ton supply deficit, according to the International Lead and Zinc Study Group. Demand for zinc is forecast to rise 1.8% to 13.83 million tonnes in 2024, but...
In the Press
Tin & Antimony: Supply, Demand, and Challenges
Tin & Antimony: Supply, Demand, and Challenges
https://youtu.be/F8sPvpG6NPk?si=vcS8kqHnjveTfctM In thhis episode of Energy Transition Talks, we talk about two metals that are not as widely talked about: tin & antimoney. We dive into the supply challenges facing these resources, the growing demand opportunities, and how some people...
Greed, Guts and Glory
Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Being a junior mining CEO is hard. Trust me I have the battle scars. This month I am going to share my thoughts on the modern junior mining CEO and how the position is changing dramatically. Hopefully this will help...
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
The end of net-zero targets
The end of net-zero targets
At start of a new year, we normally take a step back from our weekly focus on the granular details of specific metals, individual policies, etc, and take a macro view, examining the bigger picture and underlying trends. At the...
In the Press
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
The world’s renewable energy, military, and tech industries rely on lesser-known metals such as antimony, gallium, and germanium to help their missiles fly and computers operate. Due to decades of little to no investment by the West, these critical minerals...
In the Press
Why mining CEOs must build and maintain a strong online brand
Why mining CEOs must build and maintain a strong online brand
Mining is a 19th century business. You take one rock and crack it against the next to find gold or copper. Stakeholders, investors, governments, and the like all live in a modern world built around social media, influencers, podcasts, and...
Cobalt
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
Investment News
Australia invests $25 million in international critical minerals partnerships
Australia invests $25 million in international critical minerals partnerships
The Australian Government has announced a significant investment of AUS$40million, or US$25million, in grants across 8 projects to strengthen international partnerships in its domestic critical minerals sector. The critical minerals impacted include: vanadium, graphite, fluorite, rare earths, cobalt, and nickel....
Greed, Guts and Glory
Please God just give us one more bull market, I promise not to blow it this time
Please God just give us one more bull market, I promise not to blow it this time
Crypto surge signals mining's new bull run. Recently I was in Dubai for a series of meetings and a resources conference. One evening I found myself on the Ritz’s roof top bar sipping an ice cold Diet Coke and eating...
In the Press
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
https://www.youtube.com/watch?v=Z0ArH-nsewk PG speaks with Anthony Milewski of The Oregon Group, about his latest macro outlook, metals and mining, and how the political changes can impact them.
Crypto
Crypto: the great experiment with a digital commodity
Crypto: the great experiment with a digital commodity
Bitcoin's market capitalization hit a staggering US$1.776 trillion as of November 15, 2024, surpassing the value of oil giant Saudi Aramco and silver. Many commodities would beg for such valuations — but, what if crypto was a commodity, a commodity from...
Greed, Guts and Glory
Never fall in love. Never forget to sell. ABS is the key to making money.
Never fall in love. Never forget to sell. ABS is the key to making money.
As I round out my thoughts on many of the strategies and characteristics I use when reviewing a potential investment in the junior space, I want to reiterate a few important points covered in our recent newsletters:   Junior mining...
In the Press
Anthony Milewski on Commodities, Sustainability, and Investing Intuition
Anthony Milewski on Commodities, Sustainability, and Investing Intuition
https://www.youtube.com/watch?v=quVljqretCk&t=1s Welcome to another episode of the Super Entrepreneurs Podcast, where we dive into the world of commodities, sustainable investing, and the future of clean energy. In this episode, our host Shahid Durrani sits down with Anthony Milewski, a seasoned...
Commodities
Volatility hits critical Zinc supply
Volatility hits critical Zinc supply
An anticipated supply surplus of 56,000 metric tons of zinc in 2024 is now expected to be a 164,000 ton supply deficit, according to the International Lead and Zinc Study Group. Demand for zinc is forecast to rise 1.8% to 13.83 million tonnes in 2024, but...
In the Press
Tin & Antimony: Supply, Demand, and Challenges
Tin & Antimony: Supply, Demand, and Challenges
https://youtu.be/F8sPvpG6NPk?si=vcS8kqHnjveTfctM In thhis episode of Energy Transition Talks, we talk about two metals that are not as widely talked about: tin & antimoney. We dive into the supply challenges facing these resources, the growing demand opportunities, and how some people...
Greed, Guts and Glory
Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Being a junior mining CEO is hard. Trust me I have the battle scars. This month I am going to share my thoughts on the modern junior mining CEO and how the position is changing dramatically. Hopefully this will help...
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"]

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Oct 16, 2025
US weighs price floors for critical minerals to counter China
Oct 14, 2025
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
Oct 13, 2025
US to build $1 billion critical mineral stockpile as supply risk deepens

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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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