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By The Oregon Group

Investment Insights
Palladium market confronts deficits amid North America’s push for supply security
persistent deficits: global palladium supply has been in deficit since 2012, with shortfalls reaching 0.9 Moz in 2023 and 0.5 Moz in 2024 (these combined deficits (~1.4 Moz) equal about 15% of annual demand) robust demand: automotive uses account for...
Investment News
US Government takes 5% stake in Lithium Americas’ Nevada project
US Government takes 5% stake in Lithium Americas’ Nevada project
US government to take 5% equity stake in Lithium Americas’ joint venture with General Motors move tied to $2.26 billion DOE loan and support for the Thacker Pass project in Nevada, one of the largest lithium deposits in the US...
Copper
Three major global copper projects halt amid unrest, accidents, disruption
Three major global copper projects halt amid unrest, accidents, disruption
Hudbay has temporarily shut down its Peru Constancia mill amid protests and blockades Freeport-McMoRan has declared force majeure at its Grasberg mine in Indonesia after a mudflow incident Codelco’s El Teniente mine remains suspended following an underground tunnel collapse earlier...
Copper
Freeport declares Force Majeure at Grasberg after deadly mud rush
Freeport declares Force Majeure at Grasberg after deadly mud rush
800,000 metric tons of wet material surged into Freeport’s Grasberg Block Cave in Papua, Indonesia. The mud rush overwhelmed mine workings, reaching a service level where crews were working. Two employees were killed, five remain missing, and operations across the...
Energy
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco has announced a significant cut to its 2025 uranium production forecast at the McArthur River/Key Lake operation —  to 14–15 Mlb U₃O₈ from 18 Mlb — reducing output by approx 22% compared to prior guidance.  Tight supply in the...
Cobalt
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Key Takeaways global defense spending jumped 9.4% in 2024, pushing potential demand for vanadium, manganese, titanium, and copper up to 250% higher by 2035 energy transition and AI data centers could raise demand for 16 critical minerals by 400% or...
Gold and Silver
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Gold prices have been testing $3,500 throughout 2025 and institutional analysts forecast $3,700 this year (Goldman Sachs) and $4,000 by 2026 (JP Morgan) — but the real upside opportunity lies with miners, underperforming gold price by historic levels. In Australia,...
Energy
US plans to expand uranium stockpile
US plans to expand uranium stockpile
US Energy Secretary Chris Wright this week pushed to expand the country’s strategic uranium reserve. His goal: reduce exposure to Russian imports, shore up nuclear fuel security.  “We’re moving to a place — and we’re not there yet — to...
Energy
UK-US pact signals “Golden Age” for nuclear power
UK-US pact signals “Golden Age” for nuclear power
The UK and US have struck a landmark deal aiming to cut licensing time for new nuclear power plants by half — from 3-4 years down to around 2 years.  The deal is expected to be officially signed during US...
Investment Insights
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Gold and Silver
Australia’s golden opportunity
Australia’s golden opportunity
Gold miners in Australia are reporting "outstanding" production results into 2025 and, with surging gold prices, are leading the Australian Mid-Tier 50 (MT50) in operating cash flows and market capitalisation gains for FY24. 34% increase in total market capitalisation of...
Gold and Silver
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
US president Donald Trump has issued a new executive order exempting gold bullion, uranium, tungsten, graphite, and several other metals from global tariffs, effective Monday, Sept 8. The order also imposes new tariffs on silicone products, resin, and aluminum hydroxide....
Copper
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
The US Department of the Interior has released the draft 2025 List of Critical Minerals adding six new minerals while phasing out others. To be included: potash silicon copper silver rhenium lead And recommended for removal are: arsenic and tellurium...
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The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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Stay Ahead

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By The Oregon Group

Investment Insights
Palladium market confronts deficits amid North America’s push for supply security
Palladium market confronts deficits amid North America’s push for supply security
persistent deficits: global palladium supply has been in deficit since 2012, with shortfalls reaching 0.9 Moz in 2023 and 0.5 Moz in 2024 (these combined deficits (~1.4 Moz) equal about 15% of annual demand) robust demand: automotive uses account for...
Investment News
US Government takes 5% stake in Lithium Americas’ Nevada project
US Government takes 5% stake in Lithium Americas’ Nevada project
US government to take 5% equity stake in Lithium Americas’ joint venture with General Motors move tied to $2.26 billion DOE loan and support for the Thacker Pass project in Nevada, one of the largest lithium deposits in the US...
Copper
Three major global copper projects halt amid unrest, accidents, disruption
Three major global copper projects halt amid unrest, accidents, disruption
Hudbay has temporarily shut down its Peru Constancia mill amid protests and blockades Freeport-McMoRan has declared force majeure at its Grasberg mine in Indonesia after a mudflow incident Codelco’s El Teniente mine remains suspended following an underground tunnel collapse earlier...
Copper
Freeport declares Force Majeure at Grasberg after deadly mud rush
Freeport declares Force Majeure at Grasberg after deadly mud rush
800,000 metric tons of wet material surged into Freeport’s Grasberg Block Cave in Papua, Indonesia. The mud rush overwhelmed mine workings, reaching a service level where crews were working. Two employees were killed, five remain missing, and operations across the...
Energy
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco has announced a significant cut to its 2025 uranium production forecast at the McArthur River/Key Lake operation —  to 14–15 Mlb U₃O₈ from 18 Mlb — reducing output by approx 22% compared to prior guidance.  Tight supply in the...
Cobalt
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Key Takeaways global defense spending jumped 9.4% in 2024, pushing potential demand for vanadium, manganese, titanium, and copper up to 250% higher by 2035 energy transition and AI data centers could raise demand for 16 critical minerals by 400% or...
Gold and Silver
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Gold prices have been testing $3,500 throughout 2025 and institutional analysts forecast $3,700 this year (Goldman Sachs) and $4,000 by 2026 (JP Morgan) — but the real upside opportunity lies with miners, underperforming gold price by historic levels. In Australia,...
Energy
US plans to expand uranium stockpile
US plans to expand uranium stockpile
US Energy Secretary Chris Wright this week pushed to expand the country’s strategic uranium reserve. His goal: reduce exposure to Russian imports, shore up nuclear fuel security.  “We’re moving to a place — and we’re not there yet — to...
Energy
UK-US pact signals “Golden Age” for nuclear power
UK-US pact signals “Golden Age” for nuclear power
The UK and US have struck a landmark deal aiming to cut licensing time for new nuclear power plants by half — from 3-4 years down to around 2 years.  The deal is expected to be officially signed during US...
Investment Insights
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Gold and Silver
Australia’s golden opportunity
Australia’s golden opportunity
Gold miners in Australia are reporting "outstanding" production results into 2025 and, with surging gold prices, are leading the Australian Mid-Tier 50 (MT50) in operating cash flows and market capitalisation gains for FY24. 34% increase in total market capitalisation of...
Gold and Silver
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
US president Donald Trump has issued a new executive order exempting gold bullion, uranium, tungsten, graphite, and several other metals from global tariffs, effective Monday, Sept 8. The order also imposes new tariffs on silicone products, resin, and aluminum hydroxide....
Copper
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
The US Department of the Interior has released the draft 2025 List of Critical Minerals adding six new minerals while phasing out others. To be included: potash silicon copper silver rhenium lead And recommended for removal are: arsenic and tellurium...
Picture of The Oregon Group

The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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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Oct 05, 2025
Palladium market confronts deficits amid North America’s push for supply security
Oct 01, 2025
US Government takes 5% stake in Lithium Americas’ Nevada project
Sep 30, 2025
Why the US fails to secure critical mineral supply — and how it can be fixed

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