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By The Oregon Group

Investment Insights
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
China’s leverage: China provided 70% of global rare-earth mine output in 2024 and nearly 90% of processing capacity; US net import reliance was 80% in 2024 Export controls: after Beijing tightened controls in 2025, China’s overseas magnet shipments fell 74%...
Cobalt
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
Key takeaways China refines 70% of 20 strategic energy minerals and leads production in 19 of them Half of all strategic minerals now subject to export controls, up sharply since 2023 Copper faces a 30% supply shortfall by 2035, even...
Antimony
China lifts export ban gallium, germanium, antimony
China lifts export ban gallium, germanium, antimony
China suspends export ban on three critical minerals — gallium, germanium and antimony Beijing frames controls as national-security licensing, not a permanent ban, signalling strategic flexibility rather than supply-chain guarantee China has suspended the export ban on gallium, germanium and...
Copper
US adds copper, silver, uranium to 2025 critical minerals list
US adds copper and silver to its 2025 critical minerals list, joining uranium among top national-security priorities the list now covers 60 minerals, up from 50 in 2022, signalling a broader definition of “strategic” materials policy support for copper, silver...
Investment Insights
The Great Refill: utilities are back in the uranium market
The Great Refill: utilities are back in the uranium market
long-term uranium contracting sharply up as utilities hedge against future supply shocks; eg Cameco Corporation reports approx 119 million pounds of uranium were placed under long‑term contracts by utilities in 2024 US partnership with Brookfield, Cameco, and Westinghouse to deploy US$80 billion in...
Copper
International Copper Study Group warns of 150,000t deficit in 2026
International Copper Study Group warns of 150,000t deficit in 2026
ICSG forecasts mine-supply growth of just 1.4 % in 2025, down from 2.3 % earlier the surplus expected for 2025 has been trimmed to ~178,000 t, and the market is projected to swing into a 150,000 t deficit in 2026...
Boom, Bust and BS
Gold price over $4000 — what does it mean for gold miners?
Gold price over $4000 — what does it mean for gold miners?
https://youtu.be/jWSCVAk_jY8 EPISODE 10. The gold price is over $4200. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold...
In the Press
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
https://www.youtube.com/watch?v=8SpvjRip7lQ Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...
Gallium and Germanium
US and Australia sign $8.5 billion rare earths deal
US and Australia sign $8.5 billion rare earths deal
US and Australia agreed to provide at least US $1 billion each within six months for raw-and‐processed critical-minerals projects the joint framework explicitly targets mining, separation and processing of critical minerals and rare earths, not just raw extraction includes new...
Investment News
US weighs price floors for critical minerals to counter China
US weighs price floors for critical minerals to counter China
The United States is weighing price floors and "forward-buying" for critical minerals such as rare earths and graphite to counter China’s use of below-cost exports to control global supply chains, according to statements from President Trump adviser Scott Bessent. The...
Gold and Silver
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
Finite reserves: identified gold reserves total approx 59,000 tonnes worldwide —only about 20 years’ worth of mining at current production rates Dwindling supply pipeline: large gold miners’ reserves shrank approx 26% from 2012-2017. No major new gold deposit was discovered...
Antimony
US to build $1 billion critical mineral stockpile as supply risk deepens
US to build $1 billion critical mineral stockpile as supply risk deepens
US Department of Defense plans to purchase $1 billion in critical minerals to secure supply for defense and energy systems move reflects rising concern over US reliance on foreign refining, where China controls 60–95% of global processing strategy marks a...
Gold and Silver
How Central Bank gold demand is reshaping the global bullion market
How Central Bank gold demand is reshaping the global bullion market
Historic sovereign gold rush: Central banks bought a record 1,136 tonnes of gold in 2022 – the most in any year since 1967 – and have exceeded 1,000 tonnes annually for three years straight Diversification: 95% of central bankers expect...
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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
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
China’s leverage: China provided 70% of global rare-earth mine output in 2024 and nearly 90% of processing capacity; US net import reliance was 80% in 2024 Export controls: after Beijing tightened controls in 2025, China’s overseas magnet shipments fell 74%...
Cobalt
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
Key takeaways China refines 70% of 20 strategic energy minerals and leads production in 19 of them Half of all strategic minerals now subject to export controls, up sharply since 2023 Copper faces a 30% supply shortfall by 2035, even...
Antimony
China lifts export ban gallium, germanium, antimony
China lifts export ban gallium, germanium, antimony
China suspends export ban on three critical minerals — gallium, germanium and antimony Beijing frames controls as national-security licensing, not a permanent ban, signalling strategic flexibility rather than supply-chain guarantee China has suspended the export ban on gallium, germanium and...
Copper
US adds copper, silver, uranium to 2025 critical minerals list
US adds copper and silver to its 2025 critical minerals list, joining uranium among top national-security priorities the list now covers 60 minerals, up from 50 in 2022, signalling a broader definition of “strategic” materials policy support for copper, silver...
Investment Insights
The Great Refill: utilities are back in the uranium market
The Great Refill: utilities are back in the uranium market
long-term uranium contracting sharply up as utilities hedge against future supply shocks; eg Cameco Corporation reports approx 119 million pounds of uranium were placed under long‑term contracts by utilities in 2024 US partnership with Brookfield, Cameco, and Westinghouse to deploy US$80 billion in...
Copper
International Copper Study Group warns of 150,000t deficit in 2026
International Copper Study Group warns of 150,000t deficit in 2026
ICSG forecasts mine-supply growth of just 1.4 % in 2025, down from 2.3 % earlier the surplus expected for 2025 has been trimmed to ~178,000 t, and the market is projected to swing into a 150,000 t deficit in 2026...
Boom, Bust and BS
Gold price over $4000 — what does it mean for gold miners?
Gold price over $4000 — what does it mean for gold miners?
https://youtu.be/jWSCVAk_jY8 EPISODE 10. The gold price is over $4200. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold...
In the Press
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
https://www.youtube.com/watch?v=8SpvjRip7lQ Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...
Gallium and Germanium
US and Australia sign $8.5 billion rare earths deal
US and Australia sign $8.5 billion rare earths deal
US and Australia agreed to provide at least US $1 billion each within six months for raw-and‐processed critical-minerals projects the joint framework explicitly targets mining, separation and processing of critical minerals and rare earths, not just raw extraction includes new...
Investment News
US weighs price floors for critical minerals to counter China
US weighs price floors for critical minerals to counter China
The United States is weighing price floors and "forward-buying" for critical minerals such as rare earths and graphite to counter China’s use of below-cost exports to control global supply chains, according to statements from President Trump adviser Scott Bessent. The...
Gold and Silver
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
Finite reserves: identified gold reserves total approx 59,000 tonnes worldwide —only about 20 years’ worth of mining at current production rates Dwindling supply pipeline: large gold miners’ reserves shrank approx 26% from 2012-2017. No major new gold deposit was discovered...
Antimony
US to build $1 billion critical mineral stockpile as supply risk deepens
US to build $1 billion critical mineral stockpile as supply risk deepens
US Department of Defense plans to purchase $1 billion in critical minerals to secure supply for defense and energy systems move reflects rising concern over US reliance on foreign refining, where China controls 60–95% of global processing strategy marks a...
Gold and Silver
How Central Bank gold demand is reshaping the global bullion market
How Central Bank gold demand is reshaping the global bullion market
Historic sovereign gold rush: Central banks bought a record 1,136 tonnes of gold in 2022 – the most in any year since 1967 – and have exceeded 1,000 tonnes annually for three years straight Diversification: 95% of central bankers expect...
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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Nov 20, 2025
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
Nov 19, 2025
Exploring the Perron Gold project: how AMEX Exploration is unveiling Quebec’s next major mining district
Nov 12, 2025
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA

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