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By Anthony Milewski

In the Press
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
https://soundcloud.com/northern-miner/nickel-28-ceo-anthony-milewski-on-battery-metals-evs-and-green-nickel?utm_source=clipboard&utm_campaign=wtshare&utm_medium=widget&utm_content=https%253A%252F%252Fsoundcloud.com%252Fnorthern-miner%252Fnickel-28-ceo-anthony-milewski-on-battery-metals-evs-and-green-nickel This week’s episode features Anthony Milewski, CEO of Nickel 28, in conversation with host Adrian Pocobelli about the latest developments in the nickel market. Milewski explains why nickel miners are struggling due to an oversupply from Indonesia, a low-cost...
In the Press
Anthony Milewski on Gold, Battery Metals, China, New Reserve Currency
Anthony Milewski on Gold, Battery Metals, China, New Reserve Currency
https://youtu.be/5XFI-Tanf0E?si=tONYx-xWn3IyztBK Today Denis sat down with Anthony Milewski, the CEO of Nickel 28 Capital. 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...
Climate Legislation
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
Investment Insights
The great nickel trade war
The great nickel trade war
Nickel is at the centre of a global trade war over market share, with Indonesia forcing the price down by 50% since the recent peak in December 2022 to take out Western competitors. At the moment, the West is losing...
Gold & Silver
In gold miners we (don’t yet) trust
In gold miners we (don’t yet) trust
The price of gold surged over a record US$2,100/t.oz in March, following an average increase of more than 20% since 2011, and is close to topping US$2,200. Yet, gold mining stocks have declined more than 50% since 2011. Newmont Mining,...
In the Press
Streaming and Royalties Investments and Understanding the Carbon Market Opportunity with Anthony Milewski
Streaming and Royalties Investments and Understanding the Carbon Market Opportunity with Anthony Milewski
https://omny.fm/shows/dig-deep-the-mining-podcast/streaming-and-royalties-investments-and-understand In this episode, we chat with Anthony Milewski, Chairman of Nickel 28, an innovative battery metal focused investment vehicle. Nickel 28´s current main focus is on metal streaming and royalty agreements. They offer investors exposure to the metals that...
Cobalt
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
Investment Insights
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...
Geopolitics
America’s current critical mineral strategy threatens disaster
America’s current critical mineral strategy threatens disaster
What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...
Hydrogen
Is ammonia the answer to hydrogen energy’s problems?
Is ammonia the answer to hydrogen energy’s problems?
global market for ammonia forecast to increase x3, driven by low-carbon ammonia demand ammonia market value expected to be worth US$103.8 billion by 2028 will ammonia be able to break through as an energy carrier for hydrogen The global market...
Copper
Metal inventories, we have a problem
Metal inventories, we have a problem
global metal inventories historically tight metals supply tight, demand resilient, supply chains disrupted, stimulus incoming some metals impacted more than others, in particular, copper Metal stockpiles across the world have fallen precipitously for the last ten years and, although some...
Investment Insights
Inside the accelerating global race for lithium
Inside the accelerating global race for lithium
The demand for lithium, essential for electric vehicles, is expected to face twenty years of rapid growth, according to our new report. The Oregon Group forecasts lithium’s dominant demand segment — electric batteries and vehicles (EVs) — is also it’s fastest...
Cobalt
Deep-sea mining is coming, whether the environmental lobby like it or not
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen and Volvo have called for deep-sea mining moratorium US claims area twice seize of California containing over “50 hard minerals”,...
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.

By Anthony Milewski

In the Press
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
https://soundcloud.com/northern-miner/nickel-28-ceo-anthony-milewski-on-battery-metals-evs-and-green-nickel?utm_source=clipboard&utm_campaign=wtshare&utm_medium=widget&utm_content=https%253A%252F%252Fsoundcloud.com%252Fnorthern-miner%252Fnickel-28-ceo-anthony-milewski-on-battery-metals-evs-and-green-nickel This week’s episode features Anthony Milewski, CEO of Nickel 28, in conversation with host Adrian Pocobelli about the latest developments in the nickel market. Milewski explains why nickel miners are struggling due to an oversupply from Indonesia, a low-cost...
In the Press
Anthony Milewski on Gold, Battery Metals, China, New Reserve Currency
Anthony Milewski on Gold, Battery Metals, China, New Reserve Currency
https://youtu.be/5XFI-Tanf0E?si=tONYx-xWn3IyztBK Today Denis sat down with Anthony Milewski, the CEO of Nickel 28 Capital. 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...
Climate Legislation
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
Investment Insights
The great nickel trade war
The great nickel trade war
Nickel is at the centre of a global trade war over market share, with Indonesia forcing the price down by 50% since the recent peak in December 2022 to take out Western competitors. At the moment, the West is losing...
Gold & Silver
In gold miners we (don’t yet) trust
In gold miners we (don’t yet) trust
The price of gold surged over a record US$2,100/t.oz in March, following an average increase of more than 20% since 2011, and is close to topping US$2,200. Yet, gold mining stocks have declined more than 50% since 2011. Newmont Mining,...
In the Press
Streaming and Royalties Investments and Understanding the Carbon Market Opportunity with Anthony Milewski
Streaming and Royalties Investments and Understanding the Carbon Market Opportunity with Anthony Milewski
https://omny.fm/shows/dig-deep-the-mining-podcast/streaming-and-royalties-investments-and-understand In this episode, we chat with Anthony Milewski, Chairman of Nickel 28, an innovative battery metal focused investment vehicle. Nickel 28´s current main focus is on metal streaming and royalty agreements. They offer investors exposure to the metals that...
Cobalt
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
Investment Insights
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...
Geopolitics
America’s current critical mineral strategy threatens disaster
America’s current critical mineral strategy threatens disaster
What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...
Hydrogen
Is ammonia the answer to hydrogen energy’s problems?
Is ammonia the answer to hydrogen energy’s problems?
global market for ammonia forecast to increase x3, driven by low-carbon ammonia demand ammonia market value expected to be worth US$103.8 billion by 2028 will ammonia be able to break through as an energy carrier for hydrogen The global market...
Copper
Metal inventories, we have a problem
Metal inventories, we have a problem
global metal inventories historically tight metals supply tight, demand resilient, supply chains disrupted, stimulus incoming some metals impacted more than others, in particular, copper Metal stockpiles across the world have fallen precipitously for the last ten years and, although some...
Investment Insights
Inside the accelerating global race for lithium
Inside the accelerating global race for lithium
The demand for lithium, essential for electric vehicles, is expected to face twenty years of rapid growth, according to our new report. The Oregon Group forecasts lithium’s dominant demand segment — electric batteries and vehicles (EVs) — is also it’s fastest...
Cobalt
Deep-sea mining is coming, whether the environmental lobby like it or not
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen and Volvo have called for deep-sea mining moratorium US claims area twice seize of California containing over “50 hard minerals”,...
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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Apr 16, 2025
Why gold will surpass $30,000 in the years ahead – what to expect after the tariffs (Guest Post by Simon Marcotte)
Apr 15, 2025
Trump launches national security investigation into foreign-controlled critical mineral imports
Apr 14, 2025
Are we in a critical mineral bull market?

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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.