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...

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,...

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...

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...

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,...