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Investment Insights. Stay Ahead.

By Anthony Milewski

In the Press
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...
Agriculture
What does de-dollarization mean for commodity investors?
What does de-dollarization mean for commodity investors?
the yuan’s share by value of global trade finance increased from less than 2% in February 2022 to 4.5% in February 2023 while still small, "de-dollarization" could have an increasingly outsized impact on commodities or, is the global economy about...
Cobalt
The AI Revolution in Mining: Opportunities and Risks
The AI Revolution in Mining: Opportunities and Risks
66% of mining companies using AI in 2022 AI worth up to $390 billion in annual savings for copper, iron ore, natural gas, coal and crude oil by 2035 AI improved mining throughput of some companies by 10-20% Artificial Intelligence...
Commodities
The rise of silver: solar demand and dollar constraints
The rise of silver: solar demand and dollar constraints
silver market deficit in 2022 the "largest" on record industrial use of silver approx 40%, and this expected to rise, driven by PVs and EVs silver mine production fell by 5 million ounces in 2022 The global silver market ran...
Climate Legislation
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
The US’s ambitious plans to invest almost $1.6 trillion to counter climate change and update infrastructure will support demand worth almost $160 billion at today’s values for copper, cobalt, lithium, graphite and nickel by 2040.
Cobalt
Recycling critical minerals: more mining needed
Recycling critical minerals: more mining needed
demand for critical minerals forecast to be as much as x4 current demand by 2040 the industry is struggling to build mines fast enough, so recycling will be essential for long-term supply it can take up 20 years before an...
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

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...
Agriculture
What does de-dollarization mean for commodity investors?
What does de-dollarization mean for commodity investors?
the yuan’s share by value of global trade finance increased from less than 2% in February 2022 to 4.5% in February 2023 while still small, "de-dollarization" could have an increasingly outsized impact on commodities or, is the global economy about...
Cobalt
The AI Revolution in Mining: Opportunities and Risks
The AI Revolution in Mining: Opportunities and Risks
66% of mining companies using AI in 2022 AI worth up to $390 billion in annual savings for copper, iron ore, natural gas, coal and crude oil by 2035 AI improved mining throughput of some companies by 10-20% Artificial Intelligence...
Commodities
The rise of silver: solar demand and dollar constraints
The rise of silver: solar demand and dollar constraints
silver market deficit in 2022 the "largest" on record industrial use of silver approx 40%, and this expected to rise, driven by PVs and EVs silver mine production fell by 5 million ounces in 2022 The global silver market ran...
Climate Legislation
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
The US’s ambitious plans to invest almost $1.6 trillion to counter climate change and update infrastructure will support demand worth almost $160 billion at today’s values for copper, cobalt, lithium, graphite and nickel by 2040.
Cobalt
Recycling critical minerals: more mining needed
Recycling critical minerals: more mining needed
demand for critical minerals forecast to be as much as x4 current demand by 2040 the industry is struggling to build mines fast enough, so recycling will be essential for long-term supply it can take up 20 years before an...
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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