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Investment Insights. Stay Ahead.

By Anthony Milewski

Gold and Silver
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
I sat in the corner table at the 8100 Mountain Bar & Grill at the Beaver Creek Hyatt and watched in awe as the events of the afternoon unfold.  Frank Guistra sat at the same table he takes each year. ...
In the Press
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
The United States is charging headfirst into a mining revival—at least on paper. The government has levied copper tariffs on Chinese imports and is offering hundreds of millions in grants and loans for battery supply chains. Perhaps most symbolically, the Department of Defense now...
Antimony
Is this the “shale moment” for critical mineral mining in the US?
Is this the “shale moment” for critical mineral mining in the US?
A quiet revolution is underway in the bedrock of the global economy. The mining and processing of critical minerals — from lithium to rare earths, titanium to graphite — that form the physical basis of the energy transition, advanced computing, and...
Investment Insights
Trump’s US nuclear plans are good news for Canadian uranium
Trump’s US nuclear plans are good news for Canadian uranium
US President Trump's recent Executive Orders on nuclear energy aim to expand America's nuclear energy capacity from approx 100 GW today to 400 GW by 2050, including having 10 new large reactors under construction by 2030, accelerated deployment of small modular...
In the Press
Every company needs a critical minerals sourcing strategy
Every company needs a critical minerals sourcing strategy
As the global landscape of mineral sourcing becomes more volatile, companies in every sector need well-defined strategies for their supply chains. Ask most executives to name their top cloud providers or logistics partners, and they’ll likely have an answer ready....
Investment Insights
Rare Earths are the West’s big test: can mining policy break China’s grip?
Rare Earths are the West’s big test: can mining policy break China’s grip?
In May 2025, US rare earth magnet imports from China collapsed 93.3% after Beijing tightened export controls, escalating its use of critical minerals as leverage in the deepening trade war. The move threatened entire multi-trillion-dollar industries across the West —...
Greed, Guts and Glory
Every idea has its time – Crypto Capital is coming for commodities
Every idea has its time – Crypto Capital is coming for commodities
Timing is everything. Being too early is often the same as being wrong. But now, tokenization and crypto-native capital are about to transform commodities — quietly and irreversibly. Nearly seven years ago, at an idea’s dinner in mid-town New York,...
In the Press
AI Search Is The New Drill Bit: Why Junior Mining Companies Must Prioritize Digital Visibility
AI Search Is The New Drill Bit: Why Junior Mining Companies Must Prioritize Digital Visibility
Anthony Milewski is the founder of The Oregon Group and an influential figure in the mining, metals and energy industries.In an era when investors are just as likely to consult an AI-powered search tool as a traditional analyst report, digital visibility has...
In the Press
Why mining companies must meet the next generation of retail investors online
Why mining companies must meet the next generation of retail investors online
The key is to inform, not sell, by Anthony Milewski A new wave of digital-native retail investors is reshaping how junior mining companies earn attention, build credibility, and drive long-term shareholder interest. Here’s how to reach them where they actually...
Investment Insights
Small reactors, big stakes: how the global SMR race is reshaping uranium demand
Small reactors, big stakes: how the global SMR race is reshaping uranium demand
In 2025, there have been at least 6 major approvals or construction starts for small modular reactors (SMRs) globally — a record number. For years, SMRs have been treated as nuclear's "next big thing" that never actually delivers. But now, projects...
Gold and Silver
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Gold is the new gold. Real assets will be king again and people will care about commodities. Everything else is just Sydney Sweeney bathwater soap. Have you been on Tik-Tok lately? My video range includes skiing shots out of South America...
Investment Insights
Vanadium: double-edged demand
Vanadium: double-edged demand
By 2033, vanadium redox flow batteries (VRFBs) are projected to account for 17% of global vanadium use — a x6 increase from just 3% in 2021.  With steel still dominating vanadium demand (accounting for 94% of US consumption in 2023), this...
In the Press
Why junior mining companies must embrace video to build trust and stand out
Why junior mining companies must embrace video to build trust and stand out
As a mining executive, I’ve seen firsthand how video can transform investor engagement—and why it’s no longer optional. When I speak with other executives in the junior mining space, one theme comes up repeatedly: How do we stand out? Whether...
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

Gold and Silver
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
I sat in the corner table at the 8100 Mountain Bar & Grill at the Beaver Creek Hyatt and watched in awe as the events of the afternoon unfold.  Frank Guistra sat at the same table he takes each year. ...
In the Press
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
The United States is charging headfirst into a mining revival—at least on paper. The government has levied copper tariffs on Chinese imports and is offering hundreds of millions in grants and loans for battery supply chains. Perhaps most symbolically, the Department of Defense now...
Antimony
Is this the “shale moment” for critical mineral mining in the US?
Is this the “shale moment” for critical mineral mining in the US?
A quiet revolution is underway in the bedrock of the global economy. The mining and processing of critical minerals — from lithium to rare earths, titanium to graphite — that form the physical basis of the energy transition, advanced computing, and...
Investment Insights
Trump’s US nuclear plans are good news for Canadian uranium
Trump’s US nuclear plans are good news for Canadian uranium
US President Trump's recent Executive Orders on nuclear energy aim to expand America's nuclear energy capacity from approx 100 GW today to 400 GW by 2050, including having 10 new large reactors under construction by 2030, accelerated deployment of small modular...
In the Press
Every company needs a critical minerals sourcing strategy
Every company needs a critical minerals sourcing strategy
As the global landscape of mineral sourcing becomes more volatile, companies in every sector need well-defined strategies for their supply chains. Ask most executives to name their top cloud providers or logistics partners, and they’ll likely have an answer ready....
Investment Insights
Rare Earths are the West’s big test: can mining policy break China’s grip?
Rare Earths are the West’s big test: can mining policy break China’s grip?
In May 2025, US rare earth magnet imports from China collapsed 93.3% after Beijing tightened export controls, escalating its use of critical minerals as leverage in the deepening trade war. The move threatened entire multi-trillion-dollar industries across the West —...
Greed, Guts and Glory
Every idea has its time – Crypto Capital is coming for commodities
Every idea has its time – Crypto Capital is coming for commodities
Timing is everything. Being too early is often the same as being wrong. But now, tokenization and crypto-native capital are about to transform commodities — quietly and irreversibly. Nearly seven years ago, at an idea’s dinner in mid-town New York,...
In the Press
AI Search Is The New Drill Bit: Why Junior Mining Companies Must Prioritize Digital Visibility
AI Search Is The New Drill Bit: Why Junior Mining Companies Must Prioritize Digital Visibility
Anthony Milewski is the founder of The Oregon Group and an influential figure in the mining, metals and energy industries.In an era when investors are just as likely to consult an AI-powered search tool as a traditional analyst report, digital visibility has...
In the Press
Why mining companies must meet the next generation of retail investors online
Why mining companies must meet the next generation of retail investors online
The key is to inform, not sell, by Anthony Milewski A new wave of digital-native retail investors is reshaping how junior mining companies earn attention, build credibility, and drive long-term shareholder interest. Here’s how to reach them where they actually...
Investment Insights
Small reactors, big stakes: how the global SMR race is reshaping uranium demand
Small reactors, big stakes: how the global SMR race is reshaping uranium demand
In 2025, there have been at least 6 major approvals or construction starts for small modular reactors (SMRs) globally — a record number. For years, SMRs have been treated as nuclear's "next big thing" that never actually delivers. But now, projects...
Gold and Silver
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap
Gold is the new gold. Real assets will be king again and people will care about commodities. Everything else is just Sydney Sweeney bathwater soap. Have you been on Tik-Tok lately? My video range includes skiing shots out of South America...
Investment Insights
Vanadium: double-edged demand
Vanadium: double-edged demand
By 2033, vanadium redox flow batteries (VRFBs) are projected to account for 17% of global vanadium use — a x6 increase from just 3% in 2021.  With steel still dominating vanadium demand (accounting for 94% of US consumption in 2023), this...
In the Press
Why junior mining companies must embrace video to build trust and stand out
Why junior mining companies must embrace video to build trust and stand out
As a mining executive, I’ve seen firsthand how video can transform investor engagement—and why it’s no longer optional. When I speak with other executives in the junior mining space, one theme comes up repeatedly: How do we stand out? Whether...
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"]
Jul 02, 2026
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
Jul 01, 2026
America wants new reactors. But can it fuel them in time?
Jun 30, 2026
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply

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