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%...

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...

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...

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...

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...

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”,...

gallium and germanium are critical metals for semiconductors and military exports from China, world’s largest exporter, fell over 80% after restrictions the restrictions are the first in series of new critical mineral export controls China’s restrictions on all exports of...

The Oregon Group was set up to take advantage of a pivotal, once-in-a-lifetime opportunity to help investors stay ahead of the risks. And events are turning quickly. While our weekly analyses focus on the granular details, specific metals, individual policies,...

there is a political weakness at the foundation of the Inflation Reduction Act — it was passed only with Democrat party votes Republicans signaled plans to “gut” the legislation if elected but the mining industry, regardless of who wins, is set...

US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...

In a new Wall Street Journal report, Anthony Milewski, founder of The Oregon Group warns mining projects are being delayed after a plunge in electric battery metal prices. "The situation is a bit dangerous because the mines aren't going to...

US$280billion pulled from clean energy stocks since 2022 renewable energy firms sounding alarm over rising costs expect a significant industry shake up, with new risks and opportunities More than US$280billion has been pulled from clean energy stocks since an all...