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Investment Insights. Stay Ahead.

By Anthony Milewski

Investment Insights
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...
Cobalt
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
Helium
Lift off for global helium market
Lift off for global helium market
value of Grade-A helium sold during 2022 in the US by private industry was US$820 million prices range from $500 mcf to $1200 mcf market has been in supply deficit for 8 years — nearly half — between 2006-2022 US and Qatar...
Commodities
A lot more copper needed to expand global electricity grid
A lot more copper needed to expand global electricity grid
global electricity grid needs to double in size by 2050 to meet net-zero targets cost to upgrade grid to meet targets will be US$21 trillion 427MT of copper will be needed by 2050, more than 8x as much as wind...
In the Press
Anthony Milewski on the Daily Grind podcast
Anthony Milewski on the Daily Grind podcast
”Whatever you do, no matter what you do, do the best you can” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest  Anthony Milewski. @anthony.milewski. Anthony is chairman and investor of...
In the Press
Profound Professionals Interview with Anthony Milewski
Profound Professionals Interview with Anthony Milewski
https://www.youtube.com/watch?v=tubxugJe_hQ
Investment Insights
Nickel supply has a Russia problem
Nickel supply has a Russia problem
Russia supplies approx 20% of the world’s Class I nickel, the world's largest producer supply of nickel Class I is expected to face a shortage for the next 3-5 years market shifting to Asia, accounting for 45% of revenue for...
In the Press
Interview with Anthony Milewski, Founder of The Oregon Group
Interview with Anthony Milewski, Founder of The Oregon Group
https://youtu.be/FfaHlnpwV_g Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news...
Cobalt
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
Cobalt
Don’t count cobalt out in the long-term
Don’t count cobalt out in the long-term
demand for cobalt forecast to double by 2030, with supply deficit of 32% cobalt demand forecast to increase as EV demand expected to grow 127% concentrated supply chain from Congo and China poses risk in ESG constrained supply scenario, shortfall in...
Uncategorized
THINK Business LIVE: Jon Dwoskin Talks with Anthony Milewski
THINK Business LIVE: Jon Dwoskin Talks with Anthony Milewski
https://youtu.be/WoPpu40TEPk Anthony Milewski has been a founder, advisor, director, executive and investor. Focused on the global energy transition, he is particularly active in commodities related to decarbonization, including battery metals, energy, and carbon credits. To date, Anthony has raised over...
In the Press
Voluntary Carbon Markets with Anthony Milewski
Voluntary Carbon Markets with Anthony Milewski
https://www.youtube.com/watch?v=4RHv8ne-lvI The voluntary carbon markets are a route that many investors and companies are looking at to make a difference. In this episode, Adam Torres talks with Anthony Milewski.
Carbon Credits
Cross Border Carbon Tariffs are coming. This is what investors need to know
Cross Border Carbon Tariffs are coming. This is what investors need to know
global revenues from carbon taxes and emission trading systems worth over US$95 billion in 2022 EU agreed their first cross border carbon tariff last year the price of carbon permits hit €100 euros per tonne for the first time in...
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

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...
Cobalt
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
Helium
Lift off for global helium market
Lift off for global helium market
value of Grade-A helium sold during 2022 in the US by private industry was US$820 million prices range from $500 mcf to $1200 mcf market has been in supply deficit for 8 years — nearly half — between 2006-2022 US and Qatar...
Commodities
A lot more copper needed to expand global electricity grid
A lot more copper needed to expand global electricity grid
global electricity grid needs to double in size by 2050 to meet net-zero targets cost to upgrade grid to meet targets will be US$21 trillion 427MT of copper will be needed by 2050, more than 8x as much as wind...
In the Press
Anthony Milewski on the Daily Grind podcast
Anthony Milewski on the Daily Grind podcast
”Whatever you do, no matter what you do, do the best you can” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest  Anthony Milewski. @anthony.milewski. Anthony is chairman and investor of...
In the Press
Profound Professionals Interview with Anthony Milewski
Profound Professionals Interview with Anthony Milewski
https://www.youtube.com/watch?v=tubxugJe_hQ
Investment Insights
Nickel supply has a Russia problem
Nickel supply has a Russia problem
Russia supplies approx 20% of the world’s Class I nickel, the world's largest producer supply of nickel Class I is expected to face a shortage for the next 3-5 years market shifting to Asia, accounting for 45% of revenue for...
In the Press
Interview with Anthony Milewski, Founder of The Oregon Group
Interview with Anthony Milewski, Founder of The Oregon Group
https://youtu.be/FfaHlnpwV_g Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news...
Cobalt
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
Cobalt
Don’t count cobalt out in the long-term
Don’t count cobalt out in the long-term
demand for cobalt forecast to double by 2030, with supply deficit of 32% cobalt demand forecast to increase as EV demand expected to grow 127% concentrated supply chain from Congo and China poses risk in ESG constrained supply scenario, shortfall in...
Uncategorized
THINK Business LIVE: Jon Dwoskin Talks with Anthony Milewski
THINK Business LIVE: Jon Dwoskin Talks with Anthony Milewski
https://youtu.be/WoPpu40TEPk Anthony Milewski has been a founder, advisor, director, executive and investor. Focused on the global energy transition, he is particularly active in commodities related to decarbonization, including battery metals, energy, and carbon credits. To date, Anthony has raised over...
In the Press
Voluntary Carbon Markets with Anthony Milewski
Voluntary Carbon Markets with Anthony Milewski
https://www.youtube.com/watch?v=4RHv8ne-lvI The voluntary carbon markets are a route that many investors and companies are looking at to make a difference. In this episode, Adam Torres talks with Anthony Milewski.
Carbon Credits
Cross Border Carbon Tariffs are coming. This is what investors need to know
Cross Border Carbon Tariffs are coming. This is what investors need to know
global revenues from carbon taxes and emission trading systems worth over US$95 billion in 2022 EU agreed their first cross border carbon tariff last year the price of carbon permits hit €100 euros per tonne for the first time in...
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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May 21, 2025
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
May 19, 2025
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
May 19, 2025
ESG in mining is dead — what comes next?

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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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